Summit Financial Strategies, Inc. Sells in Q2 2025

Summit Financial Strategies, Inc.

  • $998 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-108
- 0.41%
$483.48 - $539.8 $52.2K - $58.3K
26.4K $12.8M
AAPL
Apple Inc.

Technology
-196
- 0.28%
$172.42 - $223.89 $33.8K - $43.9K
69.5K $14.3M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-19.3K
- 19.5%
$48.46 - $50.2 $937K - $971K
79.8K $3.96M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-4.68K
- 60.43%
$77.74 - $78.78 $364K - $368K
3.06K $240K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-15K
- 3.04%
$22.68 - $23.28 $341K - $350K
479K $11.1M
XOM
Exxon Mobil Corp

Energy
-133
- 1.08%
$99.93 - $119.04 $13.3K - $15.8K
12.2K $1.32M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-2.61K
- 22.61%
$50.09 - $51.09 $131K - $133K
8.94K $456K
LLY
Eli Lilly & CO

Healthcare
-10
- 0.52%
$713.71 - $898.95 $7.14K - $8.99K
1.93K $1.5M
VHT
Vanguard Health Care ETF

ETFs
-173
- 10.8%
$236.71 - $261.92 $41K - $45.3K
1.43K $354K
JNJ
Johnson & Johnson

Healthcare
-12
- 0.24%
$146.36 - $159.82 $1.76K - $1.92K
4.92K $750K
AEP
American Electric Power CO Inc

Utilities
-156
- 3.03%
$98.59 - $109.11 $15.4K - $17K
5K $518K
JBBB
Janus Detroit Str Tr Henderson

ETFs
-465
- 3.78%
$46.79 - $48.56 $21.8K - $22.6K
11.8K $570K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-304
- 5.17%
$96.84 - $99.46 $29.4K - $30.2K
5.58K $553K
VZ
Verizon Communications Inc

Communication Services
-104
- 1.83%
$41.67 - $45.62 $4.33K - $4.74K
5.58K $241K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-236
- 3.45%
$49.57 - $50.27 $11.7K - $11.9K
6.6K $331K
TIP
Ishares Tr Tips Bd ETF

ETFs
-57
- 2.91%
$107.93 - $110.97 $6.15K - $6.33K
1.9K $209K
VOT
Vanguard Mid Cap Growth Index

ETFs
-144
- 16.82%
$216.28 - $284.39 $31.1K - $41K
712 $202K
ABT
Abbott Laboratories

Healthcare
-224
- 2.67%
$123.95 - $138.08 $27.8K - $30.9K
8.17K $1.11M
Jayud Global Logistics LTD
-7.24K
- 28.95%
N/A
17.8K $0
VUG
Vanguard Growth ETF

ETFs
-477
- 14.81%
$329.49 - $438.4 $157K - $209K
2.74K $1.2M
FNGR
Finger Motion, Inc.

Communication Services
-1.2K
- 7.64%
$1.23 - $4.57 $1.48K - $5.48K
14.5K $29K
EFV
Msci Eafe Value ETF

ETFs
-3.13K
- 6.56%
$52.4 - $64.65 $164K - $202K
44.6K $2.83M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-313
- 2.21%
$24.38 - $30.18 $7.63K - $9.45K
13.9K $417K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-613
- 6.71%
$32.41 - $42.59 $19.9K - $26.1K
8.52K $362K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.23K
- 7.68%
$22.27 - $29.21 $49.7K - $65.2K
26.8K $784K
DIS
Walt Disney CO

Communication Services
-220
- 6.52%
$81.72 - $124.01 $18K - $27.3K
3.15K $391K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-154
- 4.75%
$96.11 - $173.53 $14.8K - $26.7K
3.09K $535K
VEU
Vanguard Ftse All World Ex Us

ETFs
-67
- 0.49%
$54.19 - $67.22 $3.63K - $4.5K
13.5K $905K
IWM
Ishares Russell 2000 ETF

ETFs
-11
- 0.2%
$174.82 - $215.79 $1.92K - $2.37K
5.44K $1.17M
CAT
Caterpillar Inc

Industrials
-33
- 1.76%
$273.94 - $388.21 $9.04K - $12.8K
1.85K $716K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-19
- 0.02%
$36.25 - $42.28 $689 - $803
96.6K $4.08M
GOOGL
Alphabet Inc.

Communication Services
-22
- 0.32%
$144.7 - $178.6 $3.18K - $3.93K
6.92K $1.22M
PRK
Park National Corp

Financial Services
-595
- 3.71%
$141.75 - $170.63 $84.3K - $102K
15.5K $2.58M
ETN
Eaton Corp PLC

Industrials
-32
- 1.43%
$246.52 - $356.99 $7.89K - $11.4K
2.21K $789K
IVW
Ishares S&P 500 Growth ETF

ETFs
-385
- 2.87%
$82.96 - $110.1 $31.9K - $42.4K
13K $1.43M
AMZN
Amazon Com Inc

Consumer Cyclical
-80
- 1.02%
$167.32 - $223.3 $13.4K - $17.9K
7.75K $1.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.64K
- 2.82%
$72.96 - $90.39 $120K - $148K
56.5K $5.05M
VEA
Vanguard Ftse Developed Market

ETFs
-3.51K
- 4.28%
$45.65 - $57.01 $160K - $200K
78.6K $4.48M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-14.1K
- 4.92%
$17.76 - $22.1 $251K - $312K
273K $6.03M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-483
- 0.3%
$19.6 - $24.44 $9.47K - $11.8K
158K $3.87M
CIVB
Civista Bancshares, Inc.

Financial Services
-538
- 0.37%
$18.44 - $23.76 $9.92K - $12.8K
143K $3.32M
WMT
Walmart Inc.

Consumer Defensive
-163
- 0.19%
$81.79 - $99.98 $13.3K - $16.3K
84.4K $8.25M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-27.3K
- 2.58%
$20.42 - $25.3 $557K - $690K
1.03M $26.1M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-73.4K
- 3.89%
$22.92 - $28.05 $1.68M - $2.06M
1.81M $50.9M
MSFT
Microsoft Corp

Technology
-358
- 1.65%
$354.56 - $497.45 $127K - $178K
21.4K $10.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-186K
- 4.78%
$19.1 - $23.83 $3.55M - $4.42M
3.7M $88.1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-44.3K
- 1.14%
$24.94 - $31.15 $1.1M - $1.38M
3.84M $119M
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
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