Summit Financial Consulting LLC Portfolio Holdings by Sector

Summit Financial Consulting LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs LQD HYG IYF IYW IYZ IVW QQQM SCHX 29 stocks	$113 Million 90.47% of portfolio	24	5	7	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$6.7 Million 5.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.12 Million 0.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services NAD MIY NZF 3 stocks	$1.02 Million 0.82% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$879,181 0.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$562,063 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$377,657 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DTE 1 stocks	$331,507 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD 1 stocks	$307,478 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts

Internet Retail \| Consumer Cyclical AMZN 1 stocks	$229,231 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$211,656 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical F 1 stocks	$193,692 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts

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

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