Summit Financial Strategies, Inc. Incresed Positions in Q1 2025

Summit Financial Strategies, Inc.

  • $914 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.82M
+ 1774.66%
$45.56 - $47.23 $83.1M - $86.2M
1.93M $90.6M
DFIC
Dimensional ETF Tr Dimensional

ETFs
80.7K
+ 2.12%
$25.54 - $28.79 $2.06M - $2.32M
3.89M $108M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
154K
+ 8.88%
$44.41 - $45.98 $6.85M - $7.09M
1.89M $86.4M
AVEM
American Centy ETF Tr Avantis

ETFs
22.8K
+ 2.69%
$57.11 - $62.4 $1.3M - $1.42M
867K $52.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
34.2K
+ 224.99%
$50.48 - $51.04 $1.73M - $1.75M
49.4K $2.51M
PRK
Park National Corp

Financial Services
6K
+ 59.78%
$151.4 - $174.01 $909K - $1.04M
16K $2.43M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
12.2K
+ 13.99%
$49.69 - $50.76 $605K - $618K
99.1K $4.96M
GLD
Spdr Gold Trust

ETFs
251
+ 2.49%
$243.19 - $288.14 $61K - $72.3K
10.3K $2.98M
SCHP
Schwab Strategic Us Tips ETF

ETFs
12.3K
+ 13.0%
$25.69 - $26.89 $316K - $331K
107K $2.88M
EFV
Msci Eafe Value ETF

ETFs
1.09K
+ 2.34%
$51.88 - $60.73 $56.7K - $66.3K
47.7K $2.81M
ABBV
Abb Vie Inc.

Healthcare
172
+ 1.82%
$169.2 - $216.66 $29.1K - $37.3K
9.63K $2.02M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
4.67K
+ 37.49%
$49.75 - $50.27 $232K - $235K
17.1K $856K
VTV
Vanguard Value ETF

ETFs
1.06K
+ 14.7%
$167.73 - $179.21 $177K - $189K
8.24K $1.42M
VO
Vanguard Mid Cap ETF

ETFs
876
+ 13.58%
$251.87 - $277.95 $221K - $243K
7.33K $1.89M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.47K
+ 17.75%
$110.75 - $119.78 $162K - $176K
9.72K $1.12M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.01K
+ 20.14%
$360.07 - $417.26 $364K - $422K
6.03K $2.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
857
+ 7.2%
$507.05 - $563.67 $435K - $483K
12.8K $6.56M
WOR
Worthington Industries Inc

Industrials
69
+ 0.52%
$38.95 - $51.6 $2.69K - $3.56K
13.4K $672K
DE
Deere & CO

Industrials
153
+ 15.84%
$408.57 - $509.27 $62.5K - $77.9K
1.12K $525K
CVX
Chevron Corp

Energy
296
+ 11.33%
$146.71 - $167.97 $43.4K - $49.7K
2.91K $486K
AMGN
Amgen Inc

Healthcare
80
+ 5.71%
$258.59 - $327.36 $20.7K - $26.2K
1.48K $461K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.69K
+ 17.14%
$49.42 - $50.43 $83.6K - $85.3K
11.6K $577K
UNH
Unitedhealth Group Inc

Healthcare
52
+ 3.81%
$461.52 - $548.18 $24K - $28.5K
1.42K $742K
ETN
Eaton Corp PLC

Industrials
553
+ 32.72%
$271.83 - $371.23 $150K - $205K
2.24K $609K
HBAN
Huntington Bancshares Inc

Financial Services
5.49K
+ 17.7%
$14.28 - $17.39 $78.4K - $95.5K
36.5K $548K
META
Meta Platforms, Inc.

Communication Services
72
+ 12.35%
$576.36 - $736.67 $41.5K - $53K
655 $377K
PEP
Pepsico Inc

Consumer Defensive
176
+ 13.24%
$142.64 - $156.42 $25.1K - $27.5K
1.51K $225K
TIP
Ishares Tr Tips Bd ETF

ETFs
76
+ 4.03%
$106.22 - $111.09 $8.07K - $8.44K
1.96K $217K
PRF
Invesco Exchange Traded Fd Tr

ETFs
297
+ 3.21%
$39.4 - $42.61 $11.7K - $12.7K
9.54K $385K
FNGR
Finger Motion, Inc.

Communication Services
5.7K
+ 57.0%
$1.12 - $1.66 $6.38K - $9.46K
15.7K $21K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
50
+ 1.31%
$91.45 - $91.75 $4.57K - $4.59K
3.87K $355K
VOE
Vanguard Mid Cap Value Index F

ETFs
26
+ 0.96%
$156.61 - $168.02 $4.07K - $4.37K
2.73K $438K
IBP
Installed Building Products, Inc.

Consumer Cyclical
50
+ 2.44%
$162.22 - $206.22 $8.11K - $10.3K
2.1K $360K
Dimensional ETF Trust
138K
+ 8.2%
N/A
1.82M $0
Dimensional ETF Trust
66.6K
+ 8.98%
N/A
808K $0
Worthington Stl Inc
143
+ 1.64%
N/A
8.84K $0
LMT
Lockheed Martin Corp

Industrials
47
+ 8.74%
$423.19 - $506.29 $19.9K - $23.8K
585 $261K
NKE
Nike, Inc.

Consumer Cyclical
415
+ 11.22%
$63.29 - $81.72 $26.3K - $33.9K
4.12K $261K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
66
+ 1.75%
$94.32 - $110.46 $6.23K - $7.29K
3.83K $370K
MRK
Merck & Co., Inc.

Healthcare
241
+ 4.46%
$83.01 - $101.02 $20K - $24.3K
5.64K $506K
DFAT
Dimensional ETF Tr U S Target

ETFs
14.8K
+ 4.74%
$50.44 - $58.1 $746K - $859K
327K $16.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
14K
+ 7.1%
$102.49 - $119.96 $1.44M - $1.68M
212K $22.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
24.1K
+ 3.97%
$57.21 - $65.8 $1.38M - $1.59M
632K $36.9M
IVV
Ishares Core S&P 500 ETF

ETFs
2.01K
+ 1.55%
$554.06 - $615.85 $1.12M - $1.24M
132K $74.3M
PKG
Packaging Corp Of America

Consumer Cyclical
15.9K
+ 7.39%
$192.03 - $242.13 $3.05M - $3.84M
231K $45.7M
Activity Summary
Buys All Purchases 54 New Holdings 8 Increased Positions 46 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 1 Puts 0
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