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
PDN
Invesco Fd Tr

ETFs
238
+ 3.04%
$30.37 - $38.92 $7.23K - $9.26K
8.07K $314K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.66K
+ 2.49%
$26.18 - $26.93 $69.6K - $71.6K
110K $2.93M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
26
+ 0.4%
$58.41 - $72.69 $1.52K - $1.89K
6.47K $470K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
292
+ 7.62%
$83.8 - $101.39 $24.5K - $29.6K
4.13K $417K
BAC
Bank Of America Corp

Financial Services
35
+ 0.45%
$34.39 - $47.46 $1.2K - $1.66K
7.81K $369K
NKE
Nike, Inc.

Consumer Cyclical
155
+ 3.77%
$53.27 - $72.04 $8.26K - $11.2K
4.27K $303K
GERN
Geron Corp

Healthcare
27K
New
$1.18 - $1.62 $31.9K - $43.7K
27K $38K
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 1.42%
$908.13 - $1056.85 $4.54K - $5.28K
358 $354K
IBP
Installed Building Products, Inc.

Consumer Cyclical
10
+ 0.48%
$153.99 - $182.0 $1.54K - $1.82K
2.11K $380K
VBR
Vanguard Small Cap Value ETF

ETFs
5
+ 0.27%
$162.76 - $195.77 $814 - $979
1.83K $357K
HD
Home Depot, Inc.

Consumer Cyclical
29
+ 2.2%
$335.24 - $380.78 $9.72K - $11K
1.35K $494K
MPX
Marine Products Corp

Consumer Cyclical
227
+ 2.06%
$7.59 - $9.0 $1.72K - $2.04K
11.3K $95K
Dimensional ETF Trust
23.2K
+ 2.87%
N/A
831K $0
Dimensional ETF Trust
96.5K
+ 5.31%
N/A
1.91M $0
MDT
Medtronic PLC

Healthcare
43
+ 1.77%
$80.68 - $88.86 $3.47K - $3.82K
2.47K $215K
UNP
Union Pacific Corp

Industrials
9
+ 0.92%
$208.27 - $238.46 $1.87K - $2.15K
986 $226K
PLD
Prologis, Inc.

Real Estate
66
+ 3.47%
$89.76 - $112.34 $5.92K - $7.41K
1.97K $206K
XLE
Energy Sector Spdr

ETFs
202
+ 7.01%
$76.44 - $94.13 $15.4K - $19K
3.08K $261K
MYO
Myomo, Inc.

Healthcare
5K
+ 50.0%
$2.16 - $4.9 $10.8K - $24.5K
15K $32K
PEP
Pepsico Inc

Consumer Defensive
54
+ 3.59%
$128.02 - $151.37 $6.91K - $8.17K
1.56K $205K
ET
Energy Transfer LP

Energy
100
+ 0.12%
$15.65 - $18.93 $1.57K - $1.89K
85.2K $1.54M
MRK
Merck & Co., Inc.

Healthcare
132
+ 2.34%
$73.47 - $87.12 $9.7K - $11.5K
5.77K $456K
CVX
Chevron Corp

Energy
21
+ 0.72%
$133.73 - $168.51 $2.81K - $3.54K
2.93K $419K
PG
Procter & Gamble CO

Consumer Defensive
19
+ 0.2%
$157.66 - $172.39 $3K - $3.28K
9.68K $1.54M
UNH
Unitedhealth Group Inc

Healthcare
337
+ 23.78%
$274.35 - $599.47 $92.5K - $202K
1.75K $547K
ABBV
Abb Vie Inc.

Healthcare
52
+ 0.54%
$170.16 - $206.27 $8.85K - $10.7K
9.68K $1.8M
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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