Summit Financial Consulting LLC Portfolio Holdings by Sector
Summit Financial Consulting LLC
- $108 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
LQD HYG IYZ IYF IVW IYE SCHX IJJ 30 stocks |
$97.8 Million
90.75% of portfolio
|
  30  
|
- |
  30  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
IYC 1 stocks |
$5.33 Million
4.94% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
NAD MIY NZF 3 stocks |
$901,210
0.84% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$850,299
0.79% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$840,818
0.78% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$622,053
0.58% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$384,932
0.36% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
DTE 1 stocks |
$338,517
0.31% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$335,699
0.31% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$217,285
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
F 1 stocks |
$150,961
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|