Summit Financial Strategies, Inc. Purchases in Q4 2024

Summit Financial Strategies, Inc.

  • $836 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
391K
+ 402.71%
$22.63 - $47.53 $8.86M - $18.6M
488K $11.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
103K
New
$46.07 - $48.17 $4.74M - $4.95M
103K $4.74M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
147K
+ 9.27%
$44.87 - $46.86 $6.62M - $6.91M
1.74M $78M
IVV
Ishares Core S&P 500 ETF

ETFs
2.45K
+ 1.92%
$570.51 - $610.59 $1.4M - $1.5M
130K $76.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
695
+ 0.5%
$264.18 - $304.19 $184K - $211K
139K $38.9M
TSLA
Tesla, Inc.

Consumer Cyclical
1.32K
+ 13.98%
$213.65 - $479.86 $282K - $634K
10.8K $4.35M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
25.6K
+ 4.39%
$61.68 - $67.87 $1.58M - $1.73M
608K $37.9M
DFAT
Dimensional ETF Tr U S Target

ETFs
24.5K
+ 8.5%
$54.54 - $61.04 $1.33M - $1.49M
312K $17.4M
ABBV
Abb Vie Inc.

Healthcare
4.44K
+ 88.54%
$164.99 - $203.87 $733K - $905K
9.46K $1.68M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.45K
+ 96.04%
$50.62 - $50.97 $377K - $380K
15.2K $771K
ET
Energy Transfer LP

Energy
1.47K
+ 1.75%
$16.05 - $19.86 $23.6K - $29.2K
85.5K $1.67M
CENTA
Central Garden & Pet Company C

Consumer Defensive
7.17K
New
$28.13 - $36.73 $202K - $263K
7.17K $236K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.88K
New
$106.33 - $110.69 $200K - $209K
1.88K $200K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.22K
+ 81.92%
$160.89 - $176.18 $196K - $215K
2.71K $437K
PRK
Park National Corp

Financial Services
848
+ 9.22%
$160.0 - $206.49 $136K - $175K
10K $1.72M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.62K
+ 57.89%
$49.87 - $52.46 $180K - $190K
9.87K $492K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
3.46K
+ 38.42%
$49.74 - $50.43 $172K - $174K
12.5K $620K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.06K
+ 6.17%
$50.02 - $51.24 $253K - $259K
87K $4.36M
VO
Vanguard Mid Cap ETF

ETFs
580
+ 9.88%
$261.5 - $284.63 $152K - $165K
6.45K $1.7M
SCHP
Schwab Strategic Us Tips ETF

ETFs
51.5K
+ 119.02%
$25.74 - $53.78 $1.32M - $2.77M
94.7K $2.45M
ABT
Abbott Laboratories

Healthcare
1.1K
+ 12.98%
$111.93 - $119.39 $123K - $132K
9.6K $1.09M
QQQ
Invesco Qqq Trust, Series 1

ETFs
136
+ 12.96%
$481.22 - $538.17 $65.4K - $73.2K
1.19K $605K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.49K
+ 21.93%
$114.08 - $125.68 $169K - $187K
8.26K $945K
UA
Under Armour Inc Cl C

Consumer Cyclical
13.8K
+ 70.98%
$7.37 - $9.94 $102K - $137K
33.2K $247K
SCHG
Schwab Strategic Tr Us Large C

ETFs
25.9K
+ 300.21%
$25.93 - $105.3 $672K - $2.73M
34.5K $962K
VTI
Vanguard Total Stock Market Et

ETFs
110
+ 2.33%
$280.04 - $302.45 $30.8K - $33.3K
4.83K $1.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
105K
+ 196.99%
$22.4 - $68.28 $2.36M - $7.2M
159K $3.68M
HBAN
Huntington Bancshares Inc

Financial Services
32
+ 0.1%
$14.18 - $18.2 $454 - $582
31K $504K
XOM
Exxon Mobil Corp

Energy
1.5K
+ 12.65%
$105.51 - $125.37 $158K - $188K
13.3K $1.44M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
858
+ 3.9%
$77.02 - $78.58 $66.1K - $67.4K
22.8K $1.76M
META
Meta Platforms, Inc.

Communication Services
15
+ 2.64%
$554.08 - $632.68 $8.31K - $9.49K
583 $343K
FNGR
Finger Motion, Inc.

Communication Services
10K
New
$1.12 - $2.4 $11.2K - $24K
10K $12K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.36K
+ 11.23%
$20.55 - $23.26 $48.5K - $54.9K
23.4K $492K
VBR
Vanguard Small Cap Value ETF

ETFs
26
+ 1.34%
$197.36 - $217.3 $5.13K - $5.65K
1.97K $390K
Dimensional ETF Trust
50.7K
+ 7.34%
N/A
741K $0
Dimensional ETF Trust
163K
+ 10.73%
N/A
1.68M $0
ACWI
Ishares Msci Acwi ETF

ETFs
1
+ 0.05%
$117.05 - $123.03 $117 - $123
2.08K $244K
CVX
Chevron Corp

Energy
3
+ 0.11%
$141.15 - $162.53 $423 - $488
2.61K $378K
VZ
Verizon Communications Inc

Communication Services
478
+ 8.77%
$39.6 - $45.21 $18.9K - $21.6K
5.93K $237K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
123
+ 2.03%
$96.64 - $101.23 $11.9K - $12.5K
6.19K $599K
AEP
American Electric Power CO Inc

Utilities
342
+ 6.94%
$90.91 - $102.21 $31.1K - $35K
5.27K $486K
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.18%
$288.47 - $316.54 $865 - $950
1.7K $492K
MDT
Medtronic PLC

Healthcare
17
+ 0.62%
$79.61 - $92.24 $1.35K - $1.57K
2.77K $221K
SCHC
Schwab Strategic Tr Intl Small

ETFs
284
+ 2.84%
$33.93 - $38.37 $9.64K - $10.9K
10.3K $352K
VTV
Vanguard Value ETF

ETFs
19
+ 0.27%
$168.32 - $181.87 $3.2K - $3.46K
7.19K $1.22M
LMT
Lockheed Martin Corp

Industrials
5
+ 0.94%
$479.66 - $614.62 $2.4K - $3.07K
538 $261K
SCHA
Schwab Strategic Tr Us Small C

ETFs
542K
+ 98.23%
$25.33 - $51.16 $13.7M - $27.7M
1.09M $28.3M
AMAT
Applied Materials Inc

Technology
66
+ 1.25%
$161.44 - $213.89 $10.7K - $14.1K
5.33K $866K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.67M
+ 192.01%
$22.01 - $66.82 $58.7M - $178M
4.05M $92M
Activity Summary
Buys All Purchases 54 New Holdings 4 Increased Positions 50 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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