Summit Financial Strategies, Inc. Purchases in Q2 2025

Summit Financial Strategies, Inc.

  • $998 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
5.01K
+ 3.79%
$498.8 - $620.9 $2.5M - $3.11M
137K $85.2M
JCPB
J P Morgan Exchange Traded Fd

ETFs
222K
+ 11.5%
$45.9 - $47.2 $10.2M - $10.5M
2.15M $101M
AVEM
American Centy ETF Tr Avantis

ETFs
1.3K
+ 0.15%
$53.08 - $68.54 $69.1K - $89.2K
869K $59.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
57.2K
+ 9.05%
$51.16 - $62.02 $2.92M - $3.54M
689K $42.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.22K
+ 2.36%
$219.76 - $276.94 $708K - $892K
140K $38.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
29.5K
+ 13.93%
$90.56 - $109.49 $2.67M - $3.23M
241K $26.3M
DFAT
Dimensional ETF Tr U S Target

ETFs
44.6K
+ 13.63%
$44.8 - $53.97 $2M - $2.41M
372K $20.1M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
56.5K
+ 2.99%
$44.68 - $45.96 $2.53M - $2.6M
1.95M $89.1M
AVLV
American Centy ETF Tr Avantis
32.3K
+ 643.96%
$56.85 - $68.21 $1.84M - $2.21M
37.3K $2.55M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.41K
+ 11.04%
$456.74 - $568.03 $644K - $800K
14.2K $8.05M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.17K
+ 9.88%
$272.36 - $339.57 $320K - $399K
13.1K $4.43M
VO
Vanguard Mid Cap ETF

ETFs
2.24K
+ 30.55%
$228.54 - $279.83 $511K - $626K
9.56K $2.68M
TSLA
Tesla, Inc.

Consumer Cyclical
432
+ 4.21%
$221.86 - $362.89 $95.8K - $157K
10.7K $3.4M
NVDA
Nvidia Corp

Technology
69
+ 0.6%
$94.31 - $157.99 $6.51K - $10.9K
11.6K $1.84M
JPM
Jpmorgan Chase & CO

Financial Services
131
+ 1.26%
$210.28 - $289.91 $27.5K - $38K
10.5K $3.04M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.04K
+ 10.72%
$74.88 - $91.97 $228K - $280K
31.4K $2.89M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.97K
+ 18.14%
$49.79 - $50.75 $447K - $455K
58.4K $2.96M
AVUV
American Centy ETF Tr Avantis

ETFs
4.41K
New
$75.17 - $91.21 $331K - $402K
4.41K $401K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
7.2K
+ 42.05%
$49.18 - $50.16 $354K - $361K
24.3K $1.22M
SPY
Spdr S&P 500 ETF Trust

ETFs
92
+ 1.79%
$496.48 - $617.85 $45.7K - $56.8K
5.23K $3.23M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.07K
+ 75.81%
$141.87 - $164.49 $294K - $341K
4.81K $790K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
446
+ 0.6%
$39.89 - $49.46 $17.8K - $22.1K
74.7K $3.7M
UPST
Upstart Holdings, Inc.

Financial Services
4.21K
New
$34.8 - $64.85 $147K - $273K
4.21K $272K
AVDE
American Centy ETF Tr Avantis

ETFs
3.51K
New
$59.32 - $74.36 $208K - $261K
3.51K $259K
PLTR
Palantir Technologies Inc.

Technology
1.87K
New
$74.01 - $144.25 $138K - $270K
1.87K $254K
T
At&T Inc.

Communication Services
8.7K
New
$26.33 - $28.94 $229K - $252K
8.7K $251K
IBM
International Business Machines Corp

Technology
799
New
$221.03 - $294.78 $177K - $236K
799 $235K
NFLX
Netflix Inc

Communication Services
3
+ 0.55%
$855.86 - $1339.13 $2.57K - $4.02K
553 $740K
PULS
Pgim ETF Tr

ETFs
4.39K
+ 60.02%
$49.39 - $49.76 $217K - $218K
11.7K $582K
FDN
First Tr Fd Dow Jones

ETFs
795
New
$200.29 - $269.33 $159K - $214K
795 $214K
DE
Deere & CO

Industrials
331
+ 29.58%
$412.99 - $531.48 $137K - $176K
1.45K $737K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.97K
New
$55.54 - $69.09 $165K - $205K
2.97K $205K
GLD
Spdr Gold Trust

ETFs
94
+ 0.91%
$273.71 - $316.29 $25.7K - $29.7K
10.4K $3.18M
HON
Honeywell International Inc

Industrials
862
New
$182.86 - $232.88 $158K - $201K
862 $200K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
77
+ 0.79%
$104.23 - $134.39 $8.03K - $10.3K
9.8K $1.32M
VTI
Vanguard Total Stock Market Et

ETFs
56
+ 1.17%
$243.75 - $303.93 $13.7K - $17K
4.83K $1.47M
PKG
Packaging Corp Of America

Consumer Cyclical
12.5K
+ 5.43%
$175.97 - $201.36 $2.21M - $2.52M
243K $45.8M
META
Meta Platforms, Inc.

Communication Services
46
+ 7.02%
$484.66 - $738.09 $22.3K - $34K
701 $517K
GOOG
Alphabet Inc.

Communication Services
291
+ 9.63%
$146.58 - $180.01 $42.7K - $52.4K
3.31K $587K
WYY
Widepoint Corp

Technology
25.9K
+ 28.24%
$2.63 - $6.0 $68.2K - $156K
118K $402K
QQQ
Invesco Qqq Trust, Series 1

ETFs
4
+ 0.37%
$416.06 - $551.64 $1.66K - $2.21K
1.09K $603K
LMT
Lockheed Martin Corp

Industrials
149
+ 25.47%
$430.82 - $486.45 $64.2K - $72.5K
734 $339K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
457
+ 25.08%
$108.87 - $133.04 $49.8K - $60.8K
2.28K $303K
BK
Bank Of New York Mellon Corp

Financial Services
28
+ 0.33%
$73.31 - $91.62 $2.05K - $2.57K
8.48K $772K
HBAN
Huntington Bancshares Inc

Financial Services
32
+ 0.09%
$12.49 - $16.76 $400 - $536
36.5K $612K
IWD
Ishares Russell 1000 Val ETF

ETFs
16
+ 0.17%
$166.82 - $194.23 $2.67K - $3.11K
9.67K $1.88M
ACWI
Ishares Msci Acwi ETF

ETFs
275
+ 13.25%
$103.59 - $128.6 $28.5K - $35.4K
2.35K $302K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3.08K
+ 15.17%
$18.94 - $21.67 $58.4K - $66.8K
23.4K $495K
VTV
Vanguard Value ETF

ETFs
117
+ 1.42%
$153.67 - $176.74 $18K - $20.7K
8.36K $1.48M
Activity Summary
Buys All Purchases 77 New Holdings 10 Increased Positions 67 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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