Summit Financial Consulting LLC Purchases in Q3 2025

Summit Financial Consulting LLC

  • $125 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
176K
+ 4154.03%
$107.66 - $112.36 $18.9M - $19.8M
180K $20.1B
HYG
Ishares Tr

ETFs
241K
+ 4020.67%
$79.85 - $81.32 $19.2M - $19.6M
247K $20.1B
IYW
Ishares Dj Us Tech ETF

ETFs
34.8K
New
$171.38 - $197.01 $5.97M - $6.86M
34.8K $6.82B
IVW
Ishares S&P 500 Growth ETF

ETFs
55.6K
New
$108.97 - $121.65 $6.05M - $6.76M
55.6K $6.71B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
26.8K
New
$225.11 - $247.9 $6.04M - $6.65M
26.8K $6.63B
SCHX
Schwab Strategic Tr Us Large C

ETFs
251K
New
$24.46 - $26.5 $6.15M - $6.66M
251K $6.62B
EEM
Ishares Msci Emerging Markets

ETFs
78.7K
+ 168.02%
$48.07 - $53.4 $3.78M - $4.2M
126K $6.7B
EFA
Ishares Tr Msci Eafe ETF

ETFs
42.4K
+ 164.2%
$87.29 - $93.61 $3.7M - $3.96M
68.2K $6.36B
IDU
Ishares Tr U S Utils ETF

ETFs
6.1K
+ 11.52%
$103.7 - $111.17 $633K - $678K
59K $6.55B
IYE
Ishares Tr

ETFs
7.49K
+ 5.77%
$44.83 - $48.91 $336K - $366K
137K $6.53B
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.18K
+ 7.0%
$51.78 - $57.89 $164K - $184K
48.5K $2.79B
XLU
Utilities Sector Spdr

ETFs
3.41K
+ 53.86%
$81.14 - $87.32 $276K - $297K
9.73K $849M
ITB
Ishares Tr

ETFs
2.93K
New
$94.18 - $117.14 $276K - $343K
2.93K $314M
XLK
Technology Sector Spdr

ETFs
640
+ 19.83%
$250.97 - $282.66 $161K - $181K
3.87K $1.09B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.7K
New
$91.44 - $91.77 $247K - $248K
2.7K $248M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.94K
+ 16.26%
$72.65 - $78.68 $141K - $152K
13.9K $1.09B
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.64K
New
$28.92 - $32.19 $192K - $214K
6.64K $212M
AAPL
Apple Inc.

Technology
90
+ 2.68%
$202.38 - $256.87 $18.2K - $23.1K
3.45K $879M
RVNU
Xtrackers Municipal Infrastruc

ETFs
3.46K
+ 12.38%
$23.46 - $24.74 $81.2K - $85.7K
31.4K $775M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.22K
+ 9.2%
$50.9 - $52.37 $62.3K - $64.1K
14.5K $760M
COST
Costco Wholesale Corp

Consumer Defensive
100
+ 32.47%
$915.95 - $994.57 $91.6K - $99.5K
408 $378M
FLMI
Franklin Dynamic Municipal Bon

ETFs
1.59K
+ 6.02%
$23.96 - $24.81 $38.2K - $39.5K
28.1K $696M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
754
+ 6.33%
$50.09 - $50.73 $37.8K - $38.3K
12.7K $641M
USRT
Ishares Core U.S. Reit ETF

ETFs
509
+ 9.31%
$55.64 - $59.37 $28.3K - $30.2K
5.97K $351M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
1.78K
+ 7.52%
$11.55 - $12.56 $20.5K - $22.3K
25.4K $319M
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
2.22K
+ 8.09%
$10.65 - $11.47 $23.7K - $25.5K
29.7K $335M
PSCC
Invesco S&P Smallcap Consumer

ETFs
994
+ 11.84%
$32.09 - $36.28 $31.9K - $36.1K
9.39K $309M
F
Ford Motor CO

Consumer Cyclical
955
+ 6.27%
$10.82 - $12.09 $10.3K - $11.5K
16.2K $194M
MUB
Ishares National Muni Bond ETF

ETFs
217
+ 11.03%
$103.24 - $106.68 $22.4K - $23.1K
2.18K $233M
DTE
Dte Energy CO

Utilities
3
+ 0.13%
$130.26 - $141.49 $391 - $424
2.34K $332M
AMZN
Amazon Com Inc

Consumer Cyclical
41
+ 4.09%
$211.65 - $238.24 $8.68K - $9.77K
1.04K $229M
Activity Summary
Buys All Purchases 32 New Holdings 7 Increased Positions 25 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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