Summit-Financial-Strategies
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "MMM", "ABT", "ABBV", "GOOGL", "SCHH", null, "CAT", "AVGO", null, "AVEM", null, null, "MPX", "AGL", "HD", null, "MCD", null, "UNP", "AMAT", "META", "MYO", "IVW", "PRK", "IJH", null, null, "FNGR", null, "MDT", "MSFT", null, "IJR", "IWD", null, "VHT", "EEM", "IWF", "PEP", "IVV", "UNH", "AAPL", "SPY", "ECL", "NVDA", null, "LMT", "PG", "MRK", "VZ", "AMGN", "PKG", null, null, null, "SCHX", null, null, "GLD", null, null, "SPLG", "SBUX", "TXN", "VO", "VOE", "IVOO", "VWO", "VSS", "IWV", "PRF", null, null, "MTD", "GEF", "STWD", "IWR", "GSLC", "AEP", "IBP", null, null, "UA", "AMZN", "SCHB", null, "CHY", "HBAN", "VEU", "VGT", "VUG", "VEA", null, "VBK", "VBR", "VOT", "BSV", "VOO", null, "VTV", "WMT", "WYY", "WOR", "WS", null, "DTE", null, "ET", "DVY", "SCHG", null, "SCHF", "SCHA", "SO", null, "DGRO", "BAC", "BK", "BRK-A", "BRK-B", "CDLX", "CENTA", "CVX", "CINF", "CIVB", "COST", "DE", null, "DFAC", "IJT", "EFA", "IWB", "NKE", "QQQ", "IWM", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-12
- Total Holdings
- 148
- Total Value
- 991491699
- Accession Number
- 0001172661-25-001645
- Form Type
- 13F-HR
- Manager Name
- Summit-Financial-Strategies
Data Enrichment
78% identified115 identified33 unidentified
Holdings
148 positions
Manager:
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Page 8 of 8
G5084H103
Shares:25.0K
Value:$192.3K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusipG5084H103)✕ | 25.0K | QoQ NEW(+25.0K) YoY NEW(+25.0K) | All Managers (Combined) | $192.3K | QoQ NEW(+$192.3K) YoY NEW(+$192.3K) |
16.5K | All Managers (Combined) | $166.5K | |||
11.0K | QoQ NEW(+11.0K) YoY NEW(+11.0K) | All Managers (Combined) | $92.5K | QoQ NEW(+$92.5K) YoY NEW(+$92.5K) | |
13.0K | All Managers (Combined) | $77.4K | |||
16.6K | QoQ 0.00% (+0)YoY -3.84% (-662) | All Managers (Combined) | $71.7K | ||
MYOMO, INC.(MYOcusip62857J201) | 10.0K | All Managers (Combined) | $48.1K | ||
14.0K | All Managers (Combined) | $25.5K | |||
12.0K | YoY NEW(+12.0K) | All Managers (Combined) | $1.4K | YoY NEW(+$1.4K) |