Summit Financial Strategies, Inc. Sells in Q3 2025

Summit Financial Strategies, Inc.

  • $1.08 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CIVB
Civista Bancshares, Inc.

Financial Services
-95
- 0.07%
$19.28 - $25.08 $1.83K - $2.38K
143K $2.9M
DE
Deere & CO

Industrials
-196
- 13.52%
$457.26 - $524.37 $89.6K - $103K
1.25K $573K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-13.5K
- 2.81%
$22.9 - $23.58 $308K - $317K
465K $10.9M
WOR
Worthington Industries Inc

Industrials
-2
- 0.01%
$52.79 - $67.39 $106 - $135
13.4K $745K
ET
Energy Transfer LP

Energy
-451
- 0.53%
$17.11 - $18.16 $7.72K - $8.19K
84.7K $1.45M
META
Meta Platforms, Inc.

Communication Services
-105
- 14.98%
$695.21 - $791.73 $73K - $83.1K
596 $437K
PG
Procter & Gamble CO

Consumer Defensive
-141
- 1.46%
$150.47 - $161.22 $21.2K - $22.7K
9.54K $1.47M
PRK
Park National Corp

Financial Services
-3
- 0.02%
$158.56 - $177.92 $476 - $534
15.4K $2.51M
VUG
Vanguard Growth ETF

ETFs
-368
- 13.41%
$433.97 - $484.08 $160K - $178K
2.38K $1.14M
VHT
Vanguard Health Care ETF

ETFs
-189
- 13.23%
$239.12 - $259.95 $45.2K - $49.1K
1.24K $321K
IBM
International Business Machines Corp

Technology
-70
- 8.76%
$234.77 - $292.47 $16.4K - $20.5K
729 $205K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-340
- 11.1%
$78.11 - $79.07 $26.6K - $26.9K
2.72K $214K
ABT
Abbott Laboratories

Healthcare
-26
- 0.32%
$120.51 - $136.62 $3.13K - $3.55K
8.15K $1.09M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-243
- 4.36%
$97.75 - $100.75 $23.8K - $24.5K
5.34K $534K
UNP
Union Pacific Corp

Industrials
-86
- 8.72%
$214.91 - $237.16 $18.5K - $20.4K
900 $212K
STWD
Starwood Property Trust, Inc.

Real Estate
-185
- 1.7%
$19.37 - $20.97 $3.58K - $3.88K
10.7K $207K
MCD
Mcdonalds Corp

Consumer Cyclical
-101
- 5.96%
$291.67 - $316.99 $29.5K - $32K
1.59K $484K
T
At&T Inc.

Communication Services
-58
- 0.67%
$26.94 - $29.62 $1.56K - $1.72K
8.64K $244K
AMZN
Amazon Com Inc

Consumer Cyclical
-31
- 0.4%
$211.65 - $238.24 $6.56K - $7.39K
7.72K $1.69M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-579
- 2.47%
$20.76 - $21.78 $12K - $12.6K
22.8K $492K
VZ
Verizon Communications Inc

Communication Services
-94
- 1.69%
$40.84 - $45.06 $3.84K - $4.24K
5.48K $241K
Worthington Stl Inc
-68
- 0.77%
N/A
8.77K $0
SCHC
Schwab Strategic Tr Intl Small

ETFs
-449
- 5.27%
$42.28 - $45.71 $19K - $20.5K
8.07K $367K
VOT
Vanguard Mid Cap Growth Index

ETFs
-7
- 0.98%
$282.75 - $294.19 $1.98K - $2.06K
705 $207K
LMT
Lockheed Martin Corp

Industrials
-43
- 5.86%
$410.74 - $499.21 $17.7K - $21.5K
691 $344K
PLD
Prologis, Inc.

Real Estate
-66
- 3.36%
$104.08 - $115.35 $6.87K - $7.61K
1.9K $217K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-55
- 2.41%
$131.47 - $143.64 $7.23K - $7.9K
2.22K $314K
PDN
Invesco Fd Tr

ETFs
-118
- 1.46%
$38.58 - $41.85 $4.55K - $4.94K
7.95K $326K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2
- 0.07%
$68.24 - $73.73 $136 - $147
2.97K $218K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-488
- 15.8%
$173.23 - $213.34 $84.5K - $104K
2.6K $550K
XOM
Exxon Mobil Corp

Energy
-400
- 3.27%
$105.83 - $117.22 $42.3K - $46.9K
11.8K $1.33M
MDT
Medtronic PLC

Healthcare
-43
- 1.74%
$87.67 - $95.74 $3.77K - $4.12K
2.43K $231K
MRK
Merck & Co., Inc.

Healthcare
-76
- 1.32%
$77.6 - $87.37 $5.9K - $6.64K
5.7K $478K
VBR
Vanguard Small Cap Value ETF

ETFs
-8
- 0.44%
$195.41 - $212.37 $1.56K - $1.7K
1.83K $381K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-517
- 3.73%
$30.13 - $33.37 $15.6K - $17.3K
13.3K $445K
ETN
Eaton Corp PLC

Industrials
-18
- 0.81%
$342.99 - $392.76 $6.17K - $7.07K
2.19K $820K
CVX
Chevron Corp

Energy
-21
- 0.72%
$145.57 - $161.83 $3.06K - $3.4K
2.91K $451K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-8
- 0.19%
$100.63 - $112.27 $805 - $898
4.12K $454K
EFV
Msci Eafe Value ETF

ETFs
-2.3K
- 5.16%
$62.79 - $68.42 $144K - $157K
42.3K $2.87M
HD
Home Depot, Inc.

Consumer Cyclical
-29
- 2.15%
$357.4 - $423.42 $10.4K - $12.3K
1.32K $534K
VEU
Vanguard Ftse All World Ex Us

ETFs
-143
- 1.06%
$66.38 - $71.68 $9.49K - $10.3K
13.3K $951K
UNH
Unitedhealth Group Inc

Healthcare
-17
- 0.97%
$237.77 - $353.61 $4.04K - $6.01K
1.74K $599K
AVLV
American Centy ETF Tr Avantis
-526
- 1.41%
$68.33 - $72.69 $35.9K - $38.2K
36.8K $2.66M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-946
- 1.67%
$87.29 - $93.61 $82.6K - $88.6K
55.6K $5.19M
IWR
Ishares Russell Mid Cap ETF

ETFs
-32
- 0.1%
$92.26 - $97.51 $2.95K - $3.12K
31.4K $3.03M
JNJ
Johnson & Johnson

Healthcare
-58
- 1.18%
$155.17 - $185.42 $9K - $10.8K
4.86K $900K
JPM
Jpmorgan Chase & CO

Financial Services
-291
- 2.77%
$282.78 - $316.06 $82.3K - $92K
10.2K $3.22M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-90.2K
- 4.98%
$28.15 - $30.13 $2.54M - $2.72M
1.72M $51.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.81K
- 1.76%
$21.69 - $23.34 $104K - $112K
268K $6.24M
Activity Summary
Buys All Purchases 52 New Holdings 6 Increased Positions 46 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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