Summit Financial Consulting LLC Purchases in Q4 2025

Summit Financial Consulting LLC

  • $138 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IYH
Ishares Tr

ETFs
110K
New
$59.84 - $64.29 $6.57M - $7.06M
110K $7.15B
LQD
Ishares Iboxx $ Investment Gra

ETFs
17.4K
+ 9.66%
$110.25 - $112.92 $1.92M - $1.97M
198K $21.8B
HYG
Ishares Tr

ETFs
21.2K
+ 8.6%
$79.95 - $81.28 $1.7M - $1.73M
268K $21.6B
IYW
Ishares Dj Us Tech ETF

ETFs
4.08K
+ 11.73%
$192.8 - $211.27 $787K - $863K
38.9K $7.77B
IYZ
Ishares Tr Us Telecommunicatio

ETFs
17.5K
+ 8.31%
$31.9 - $33.19 $559K - $581K
228K $7.74B
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.84K
+ 11.51%
$92.24 - $96.56 $723K - $757K
76K $7.3B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.61K
+ 9.73%
$242.67 - $261.79 $634K - $684K
29.5K $7.45B
EEM
Ishares Msci Emerging Markets

ETFs
11.7K
+ 9.29%
$51.94 - $56.01 $606K - $653K
137K $7.51B
IVW
Ishares S&P 500 Growth ETF

ETFs
5.2K
+ 9.36%
$118.29 - $126.28 $615K - $657K
60.8K $7.49B
IYE
Ishares Tr

ETFs
15.8K
+ 11.51%
$45.39 - $48.8 $718K - $772K
153K $7.28B
IDU
Ishares Tr U S Utils ETF

ETFs
6.45K
+ 10.92%
$111.15 - $116.84 $716K - $753K
65.5K $7.1B
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.46K
+ 11.24%
$56.5 - $60.52 $308K - $330K
54K $3.2B
XLE
Energy Sector Spdr

ETFs
6.32K
New
$85.22 - $92.02 $538K - $581K
6.32K $282M
AMZN
Amazon Com Inc

Consumer Cyclical
1.04K
+ 99.52%
$213.04 - $254.0 $221K - $264K
2.08K $481M
TSLA
Tesla, Inc.

Consumer Cyclical
558
New
$401.99 - $468.37 $224K - $261K
558 $251M
XLK
Technology Sector Spdr

ETFs
5.21K
+ 134.64%
$278.39 - $304.13 $1.45M - $1.58M
9.08K $1.31B
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.36K
+ 65.66%
$31.41 - $33.69 $137K - $147K
11K $359M
ITB
Ishares Tr

ETFs
1.58K
+ 53.87%
$97.11 - $109.24 $153K - $172K
4.51K $434M
FLMI
Franklin Dynamic Municipal Bon

ETFs
4.38K
+ 15.58%
$24.67 - $25.04 $108K - $110K
32.5K $807M
RVNU
Xtrackers Municipal Infrastruc

ETFs
4.2K
+ 13.35%
$24.56 - $25.03 $103K - $105K
35.6K $874M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
1.92K
+ 15.18%
$50.37 - $50.58 $96.9K - $97.3K
14.6K $736M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.64K
+ 11.3%
$52.21 - $52.72 $85.7K - $86.6K
16.2K $848M
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
3.42K
+ 11.52%
$11.25 - $11.65 $38.4K - $39.8K
33.1K $388M
PSCC
Invesco S&P Smallcap Consumer

ETFs
2.15K
+ 22.87%
$30.98 - $33.06 $66.5K - $71K
11.5K $359M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
484
+ 17.94%
$91.46 - $91.76 $44.3K - $44.4K
3.18K $291M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
3.39K
+ 13.35%
$12.33 - $12.79 $41.7K - $43.3K
28.8K $362M
USRT
Ishares Core U.S. Reit ETF

ETFs
892
+ 14.93%
$56.64 - $59.67 $50.5K - $53.2K
6.87K $391M
MUB
Ishares National Muni Bond ETF

ETFs
136
+ 6.23%
$106.36 - $107.61 $14.5K - $14.6K
2.32K $248M
XLU
Utilities Sector Spdr

ETFs
9.59K
+ 98.54%
$87.89 - $92.9 $843K - $891K
19.3K $825M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.49%
$910.94 - $954.99 $1.82K - $1.91K
410 $354M
DTE
Dte Energy CO

Utilities
3
+ 0.13%
$133.44 - $143.32 $400 - $430
2.35K $303M
MSFT
Microsoft Corp

Technology
52
+ 2.41%
$496.82 - $542.07 $25.8K - $28.2K
2.21K $1.07B
Activity Summary
Buys All Purchases 33 New Holdings 3 Increased Positions 30 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Summit Financial Consulting LLC Portfolio

Follow Summit Financial Consulting LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Consulting LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email