Summit Financial Strategies, Inc. Incresed Positions in Q3 2024

Summit Financial Strategies, Inc.

  • $821 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
294K
+ 22.71%
$44.65 - $47.21 $13.1M - $13.9M
1.59M $74.3M
DFIC
Dimensional ETF Tr Dimensional

ETFs
95.9K
+ 2.72%
$25.36 - $28.37 $2.43M - $2.72M
3.63M $102M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15.7K
+ 2.45%
$75.47 - $83.18 $1.19M - $1.31M
658K $54.7M
AVEM
American Centy ETF Tr Avantis

ETFs
29.7K
+ 3.82%
$57.2 - $65.59 $1.7M - $1.94M
807K $52.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
31.7K
+ 6.1%
$46.9 - $51.96 $1.49M - $1.65M
552K $28.4M
VBK
Vanguard Small Cap Growth ETF

ETFs
859
+ 0.63%
$240.48 - $267.94 $207K - $230K
138K $36.9M
DFAT
Dimensional ETF Tr U S Target

ETFs
28.8K
+ 11.12%
$51.0 - $57.07 $1.47M - $1.64M
288K $16M
TSLA
Tesla, Inc.

Consumer Cyclical
2.14K
+ 29.27%
$191.76 - $263.26 $410K - $563K
9.45K $2.47M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
9.64K
+ 13.35%
$50.15 - $51.27 $484K - $494K
81.9K $4.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
356
+ 3.02%
$475.2 - $527.7 $169K - $188K
12.2K $6.42M
IWR
Ishares Russell Mid Cap ETF

ETFs
256
+ 0.9%
$79.92 - $88.19 $20.5K - $22.6K
28.6K $2.52M
UPST
Upstart Holdings, Inc.

Financial Services
1.22K
+ 13.33%
$22.9 - $44.11 $28K - $53.9K
10.4K $416K
VO
Vanguard Mid Cap ETF

ETFs
192
+ 3.38%
$237.84 - $263.83 $45.7K - $50.7K
5.87K $1.55M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.98K
+ 4.79%
$51.58 - $53.79 $102K - $106K
43.2K $2.32M
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.1%
$517.38 - $573.86 $2.59K - $2.87K
5.21K $2.99M
AMZN
Amazon Com Inc

Consumer Cyclical
1.08K
+ 13.92%
$161.02 - $200.0 $174K - $216K
8.82K $1.64M
VTV
Vanguard Value ETF

ETFs
259
+ 3.75%
$159.75 - $174.57 $41.4K - $45.2K
7.17K $1.25M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.21K
+ 5.83%
$76.38 - $78.87 $92.4K - $95.4K
22K $1.73M
MSFT
Microsoft Corp

Technology
1.22K
+ 5.1%
$395.15 - $467.56 $482K - $570K
25.1K $10.8M
META
Meta Platforms, Inc.

Communication Services
157
+ 38.2%
$453.41 - $572.44 $71.2K - $89.9K
568 $325K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.09K
+ 40.02%
$91.42 - $91.82 $99.9K - $100K
3.82K $351K
GOOGL
Alphabet Inc.

Communication Services
1.28K
+ 18.18%
$148.65 - $191.18 $191K - $245K
8.34K $1.38M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
209
+ 6.79%
$122.74 - $163.95 $25.7K - $34.3K
3.29K $538K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.49K
+ 31.23%
$49.77 - $51.95 $74K - $77.2K
6.25K $323K
KR
Kroger CO

Consumer Defensive
37
+ 0.41%
$50.43 - $57.3 $1.87K - $2.12K
8.99K $515K
VHT
Vanguard Health Care ETF

ETFs
124
+ 7.78%
$261.88 - $288.1 $32.5K - $35.7K
1.72K $484K
NKE
Nike, Inc.

Consumer Cyclical
50
+ 1.34%
$71.09 - $89.44 $3.55K - $4.47K
3.78K $333K
HBAN
Huntington Bancshares Inc

Financial Services
35
+ 0.11%
$12.84 - $15.15 $449 - $530
31K $455K
VBR
Vanguard Small Cap Value ETF

ETFs
55
+ 2.91%
$179.99 - $201.6 $9.9K - $11.1K
1.94K $390K
XLE
Energy Sector Spdr

ETFs
551
+ 23.64%
$84.35 - $93.39 $46.5K - $51.5K
2.88K $253K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
140
+ 7.38%
$127.29 - $141.5 $17.8K - $19.8K
2.04K $284K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
155
+ 1.8%
$60.84 - $67.51 $9.43K - $10.5K
8.79K $593K
VZ
Verizon Communications Inc

Communication Services
482
+ 9.7%
$38.89 - $45.0 $18.7K - $21.7K
5.45K $244K
VOE
Vanguard Mid Cap Value Index F

ETFs
89
+ 6.36%
$149.02 - $167.67 $13.3K - $14.9K
1.49K $249K
SCHG
Schwab Strategic Tr Us Large C

ETFs
66
+ 0.77%
$92.63 - $105.69 $6.11K - $6.98K
8.63K $899K
QQQ
Invesco Qqq Trust, Series 1

ETFs
41
+ 4.07%
$434.77 - $502.96 $17.8K - $20.6K
1.05K $511K
STWD
Starwood Property Trust, Inc.

Real Estate
180
+ 1.68%
$18.75 - $21.11 $3.38K - $3.8K
10.9K $222K
VGT
Vanguard Information Technolog

ETFs
16
+ 3.13%
$514.43 - $606.85 $8.23K - $9.71K
528 $309K
VOT
Vanguard Mid Cap Growth Index

ETFs
4
+ 0.43%
$218.05 - $243.47 $872 - $974
928 $225K
Dimensional ETF Trust
40.8K
+ 6.28%
N/A
691K $0
Dimensional ETF Trust
200K
+ 15.15%
N/A
1.52M $0
LLY
Eli Lilly & CO

Healthcare
11
+ 0.53%
$772.14 - $960.02 $8.49K - $10.6K
2.11K $1.86M
Activity Summary
Buys All Purchases 51 New Holdings 8 Increased Positions 43 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Summit Financial Strategies, Inc. Portfolio

Follow Summit Financial Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email