Summit Financial Consulting

Summit Financial Consulting as of March 31, 2025

Portfolio Holdings for Summit Financial Consulting

Summit Financial Consulting holds 42 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Inv Cp Etf (LQD) 17.1 $18M 169k 108.69
Ishares Tr Iboxx Hi Yd Etf (HYG) 16.8 $18M 230k 78.89
Ishares Tr Us Telecom Etf (IYZ) 5.7 $6.1M 223k 27.39
Ishares Tr U.s. Finls Etf (IYF) 5.5 $6.0M 53k 112.85
Ishares Tr S&p 500 Grwt Etf (IVW) 5.2 $5.6M 60k 92.83
Ishares Tr U.s. Energy Etf (IYE) 5.2 $5.6M 113k 49.30
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.1 $5.5M 251k 22.08
Ishares Tr Us Consum Discre (IYC) 4.9 $5.3M 60k 88.33
Ishares Tr S&p Mc 400vl Etf (IJJ) 4.9 $5.3M 44k 119.73
Ishares Tr U.s. Tech Etf (IYW) 4.8 $5.2M 37k 140.44
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 4.7 $5.1M 26k 193.02
Ishares Tr Sp Smcp600vl Etf (IJS) 4.7 $5.0M 52k 97.48
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.8 $1.9M 41k 46.02
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.1 $1.2M 13k 91.03
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $1.1M 11k 98.92
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.0 $1.1M 16k 65.76
Select Sector Spdr Tr Technology (XLK) 0.8 $878k 4.3k 206.48
Apple (AAPL) 0.8 $850k 3.8k 222.13
Microsoft Corporation (MSFT) 0.8 $841k 2.2k 375.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $622k 1.2k 532.58
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.6 $618k 12k 51.55
Dbx Etf Tr Xtrack Mun Infra (RVNU) 0.6 $618k 25k 24.63
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.6 $609k 7.7k 78.85
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.5 $585k 24k 24.44
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.5 $578k 6.1k 95.37
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.5 $545k 11k 50.02
Costco Wholesale Corporation (COST) 0.4 $385k 407.00 945.78
Nuveen Div. Advantage Muni. Fund (NAD) 0.3 $364k 32k 11.52
Select Sector Spdr Tr Energy (XLE) 0.3 $354k 3.8k 93.45
DTE Energy Company (DTE) 0.3 $339k 2.4k 138.28
Enterprise Products Partners (EPD) 0.3 $336k 9.8k 34.14
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $324k 13k 25.04
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.3 $308k 3.1k 99.87
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.3 $287k 3.1k 92.04
BlackRock MuniYield Michigan Insured Fnd (MIY) 0.3 $282k 25k 11.38
Ishares Tr Cre U S Reit Etf (USRT) 0.3 $280k 4.9k 57.60
Invesco Exch Traded Fd Tr Ii S&p Smlcp Stap (PSCC) 0.2 $258k 7.4k 35.06
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $256k 1.2k 211.47
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.2 $255k 21k 12.23
Visa Com Cl A (V) 0.2 $217k 620.00 350.46
Ishares Tr National Mun Etf (MUB) 0.2 $208k 2.0k 105.44
Ford Motor Company (F) 0.1 $151k 15k 10.03