Summit Financial Strategies, Inc. Sells in Q3 2024

Summit Financial Strategies, Inc.

  • $821 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMAT
Applied Materials Inc

Technology
-160
- 2.95%
$174.88 - $254.97 $28K - $40.8K
5.26K $1.06M
LANC
Lancaster Colony Corp

Consumer Defensive
-692
- 13.75%
$167.65 - $198.49 $116K - $137K
4.34K $766K
WOR
Worthington Industries Inc

Industrials
-2.16K
- 13.83%
$40.07 - $50.8 $86.4K - $109K
13.4K $556K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.12K
- 8.74%
$61.11 - $67.85 $313K - $348K
53.5K $3.63M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.57K
- 20.59%
$96.25 - $101.98 $151K - $160K
6.06K $613K
VEA
Vanguard Ftse Developed Market

ETFs
-8.06K
- 8.82%
$47.6 - $53.31 $383K - $429K
83.3K $4.4M
WYY
Widepoint Corp

Technology
-3.5K
- 3.4%
$3.21 - $4.49 $11.2K - $15.7K
99.6K $352K
GOOG
Alphabet Inc.

Communication Services
-108
- 3.42%
$149.54 - $192.66 $16.2K - $20.8K
3.05K $510K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-334
- 6.17%
$332.02 - $382.76 $111K - $128K
5.08K $1.91M
NVDA
Nvidia Corp

Technology
-185
- 1.47%
$98.91 - $134.91 $18.3K - $25K
12.4K $1.51M
DIS
Walt Disney CO

Communication Services
-172
- 4.02%
$85.6 - $98.61 $14.7K - $17K
4.1K $394K
USO
United States Oil Fund, LP

ETFs
-3
- 0.1%
$66.96 - $81.54 $201 - $245
2.93K $204K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-685
- 7.07%
$49.69 - $50.5 $34K - $34.6K
9K $454K
CVX
Chevron Corp

Energy
-13
- 0.5%
$137.88 - $161.97 $1.79K - $2.11K
2.61K $384K
VPU
Vanguard Utilities ETF

ETFs
-399
- 24.14%
$146.64 - $174.54 $58.5K - $69.6K
1.25K $218K
PEP
Pepsico Inc

Consumer Defensive
-174
- 11.58%
$161.9 - $179.3 $28.2K - $31.2K
1.33K $225K
COST
Costco Wholesale Corp

Consumer Defensive
-39
- 9.82%
$801.83 - $917.05 $31.3K - $35.8K
358 $317K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.18K
- 10.56%
$34.48 - $38.87 $40.7K - $45.9K
9.99K $384K
ACWI
Ishares Msci Acwi ETF

ETFs
-230
- 9.97%
$107.24 - $119.84 $24.7K - $27.6K
2.08K $248K
Worthington Stl Inc
-2.16K
- 13.83%
N/A
13.4K $0
ETN
Eaton Corp PLC

Industrials
-101
- 5.23%
$272.52 - $333.02 $27.5K - $33.6K
1.83K $606K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-75
- 1.06%
$48.06 - $49.39 $3.6K - $3.7K
7.03K $346K
VUG
Vanguard Growth ETF

ETFs
-65
- 1.8%
$341.08 - $391.94 $22.2K - $25.5K
3.56K $1.37M
MDT
Medtronic PLC

Healthcare
-240
- 8.02%
$76.84 - $91.03 $18.4K - $21.8K
2.75K $247K
DE
Deere & CO

Industrials
-80
- 7.65%
$344.84 - $418.0 $27.6K - $33.4K
966 $403K
DGRO
Ishares Core Dividend Growth E

ETFs
-370
- 4.59%
$57.47 - $62.76 $21.3K - $23.2K
7.69K $482K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-740
- 4.92%
$25.45 - $29.53 $18.8K - $21.9K
14.3K $417K
IWV
Ishares Russell 3000 ETF

ETFs
-9
- 0.73%
$294.75 - $326.73 $2.65K - $2.94K
1.23K $402K
MCD
Mcdonalds Corp

Consumer Cyclical
-243
- 12.54%
$245.82 - $304.51 $59.7K - $74K
1.7K $516K
VTI
Vanguard Total Stock Market Et

ETFs
-173
- 3.54%
$255.18 - $283.2 $44.1K - $49K
4.72K $1.34M
LMT
Lockheed Martin Corp

Industrials
-65
- 10.87%
$460.3 - $584.56 $29.9K - $38K
533 $311K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-3.39K
- 3.37%
$45.2 - $47.87 $153K - $162K
97.2K $4.62M
EFV
Msci Eafe Value ETF

ETFs
-3.34K
- 6.62%
$51.72 - $57.96 $173K - $194K
47.1K $2.71M
QCRH
Qcr Holdings Inc

Financial Services
-217
- 6.0%
$57.76 - $77.97 $12.5K - $16.9K
3.4K $251K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-5
- 0.13%
$97.19 - $109.09 $486 - $545
3.77K $407K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.48K
- 6.59%
$19.78 - $23.53 $29.4K - $34.9K
21K $487K
VEU
Vanguard Ftse All World Ex Us

ETFs
-383
- 2.6%
$56.47 - $63.69 $21.6K - $24.4K
14.3K $902K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-67
- 0.98%
$112.99 - $126.45 $7.57K - $8.47K
6.77K $853K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-19
- 0.19%
$97.05 - $106.1 $1.84K - $2.02K
9.95K $1.05M
AEP
American Electric Power CO Inc

Utilities
-100
- 1.99%
$87.11 - $104.95 $8.71K - $10.5K
4.93K $505K
HD
Home Depot, Inc.

Consumer Cyclical
-36
- 2.65%
$333.64 - $405.2 $12K - $14.6K
1.32K $534K
JPM
Jpmorgan Chase & CO

Financial Services
-99
- 0.91%
$194.9 - $224.8 $19.3K - $22.3K
10.7K $2.26M
IWM
Ishares Russell 2000 ETF

ETFs
-135
- 2.38%
$200.87 - $224.6 $27.1K - $30.3K
5.54K $1.22M
CAT
Caterpillar Inc

Industrials
-107
- 5.39%
$316.8 - $391.12 $33.9K - $41.8K
1.88K $734K
ABT
Abbott Laboratories

Healthcare
-67
- 0.78%
$100.07 - $118.13 $6.7K - $7.91K
8.5K $969K
PG
Procter & Gamble CO

Consumer Defensive
-51
- 0.46%
$160.76 - $177.82 $8.2K - $9.07K
11.1K $1.92M
UNH
Unitedhealth Group Inc

Healthcare
-38
- 2.71%
$488.01 - $604.18 $18.5K - $23K
1.37K $798K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-391
- 2.95%
$283.28 - $314.39 $111K - $123K
12.8K $4.04M
ABBV
Abb Vie Inc.

Healthcare
-71
- 1.4%
$163.84 - $199.33 $11.6K - $14.2K
5.02K $990K
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
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