Summit Financial Consulting LLC Purchases in Q1 2025

Summit Financial Consulting LLC

  • $108 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
169K
New
$105.1 - $109.61 $17.8M - $18.5M
169K $18.4B
HYG
Ishares Tr

ETFs
230K
New
$78.51 - $80.11 $18.1M - $18.4M
230K $18.2B
IYZ
Ishares Tr Us Telecommunicatio

ETFs
223K
New
$26.51 - $28.57 $5.92M - $6.38M
223K $6.12B
IYF
Ishares Tr

ETFs
53K
New
$107.69 - $119.37 $5.7M - $6.32M
53K $5.98B
IVW
Ishares S&P 500 Growth ETF

ETFs
60.2K
New
$92.45 - $106.69 $5.57M - $6.43M
60.2K $5.59B
IYE
Ishares Tr

ETFs
113K
New
$45.23 - $49.95 $5.1M - $5.63M
113K $5.56B
SCHX
Schwab Strategic Tr Us Large C

ETFs
251K
New
$21.75 - $24.28 $5.46M - $6.1M
251K $5.55B
IYC
Ishares U.S. Consumer Discreti

ETFs
60.3K
New
$85.71 - $101.2 $5.17M - $6.11M
60.3K $5.33B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
44.2K
New
$117.4 - $131.02 $5.19M - $5.8M
44.2K $5.3B
IYW
Ishares Dj Us Tech ETF

ETFs
36.8K
New
$140.44 - $166.79 $5.16M - $6.13M
36.8K $5.16B
IJS
Ishares S&P Smallcap 600 Value

ETFs
51.6K
New
$96.3 - $112.23 $4.97M - $5.79M
51.6K $5.03B
XLG
Invesco Exchange Traded Fd Tr

ETFs
41.1K
New
$45.72 - $51.73 $1.88M - $2.12M
41.1K $1.89B
TLT
Ishares Barclays 20+ Year Trea

ETFs
12.7K
New
$85.29 - $92.57 $1.08M - $1.17M
12.7K $1.15B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11K
New
$95.85 - $99.25 $1.06M - $1.1M
11K $1.09B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
16.2K
New
$64.88 - $72.1 $1.05M - $1.17M
16.2K $1.07B
XLK
Technology Sector Spdr

ETFs
4.25K
New
$206.38 - $242.18 $878K - $1.03M
4.25K $878M
AAPL
Apple Inc.

Technology
3.83K
New
$209.68 - $247.1 $803K - $946K
3.83K $850M
MSFT
Microsoft Corp

Technology
2.24K
New
$375.39 - $447.2 $841K - $1M
2.24K $841M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.17K
New
$442.66 - $534.52 $517K - $624K
1.17K $622M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
12K
New
$51.26 - $52.53 $614K - $630K
12K $618M
RVNU
Xtrackers Municipal Infrastruc

ETFs
25.1K
New
$24.5 - $25.39 $614K - $637K
25.1K $618M
XLU
Utilities Sector Spdr

ETFs
7.72K
New
$74.7 - $80.27 $577K - $620K
7.72K $609M
FLMI
Franklin Dynamic Municipal Bon

ETFs
23.9K
New
$24.22 - $24.86 $580K - $595K
23.9K $585M
IEF
Ishares Barclays

ETFs
6.06K
New
$91.17 - $95.39 $552K - $578K
6.06K $578M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
10.9K
New
$49.75 - $50.27 $542K - $548K
10.9K $545M
COST
Costco Wholesale Corp

Consumer Defensive
407
New
$890.62 - $1076.86 $362K - $438K
407 $385M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
31.6K
New
$11.4 - $11.96 $360K - $378K
31.6K $364M
XLE
Energy Sector Spdr

ETFs
3.79K
New
$85.7 - $93.96 $325K - $356K
3.79K $354M
DTE
Dte Energy CO

Utilities
2.45K
New
$117.6 - $138.27 $288K - $338K
2.45K $339M
EPD
Enterprise Products Partners L.P.

Energy
9.83K
New
$31.75 - $34.14 $312K - $336K
9.83K $336M
SCHG
Schwab Strategic Tr Us Large C

ETFs
13K
New
$24.91 - $29.02 $323K - $376K
13K $324M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
3.08K
New
$96.88 - $111.25 $299K - $343K
3.08K $308M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
3.11K
New
$89.89 - $100.28 $280K - $312K
3.11K $287M
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
24.8K
New
$11.24 - $11.73 $279K - $291K
24.8K $282M
USRT
Ishares Core U.S. Reit ETF

ETFs
4.86K
New
$55.14 - $60.29 $268K - $293K
4.86K $280M
PSCC
Invesco S&P Smallcap Consumer

ETFs
7.36K
New
$34.35 - $38.58 $253K - $284K
7.36K $258M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.21K
New
$211.47 - $267.17 $256K - $323K
1.21K $256M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
20.8K
New
$12.03 - $12.69 $251K - $264K
20.8K $255M
V
Visa Inc.

Financial Services
620
New
$306.92 - $362.71 $190K - $225K
620 $217M
MUB
Ishares National Muni Bond ETF

ETFs
1.97K
New
$104.71 - $107.69 $206K - $212K
1.97K $208M
F
Ford Motor CO

Consumer Cyclical
15.1K
New
$9.12 - $10.43 $137K - $157K
15.1K $151M
Activity Summary
Buys All Purchases 42 New Holdings 42 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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