Summit Financial Strategies, Inc. Reduced Holdings in Q4 2024

Summit Financial Strategies, Inc.

  • $836 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PKG
Packaging Corp Of America

Consumer Cyclical
-19.7K
- 8.42%
$211.98 - $248.85 $4.18M - $4.91M
215K $48.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-722
- 2.37%
$442.29 - $483.08 $319K - $349K
29.8K $13.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-372
- 0.6%
$75.1 - $82.99 $27.9K - $30.9K
61.4K $4.64M
VEA
Vanguard Ftse Developed Market

ETFs
-121
- 0.15%
$47.57 - $52.44 $5.76K - $6.35K
83.2K $3.98M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.04K
- 1.31%
$44.04 - $49.49 $45.8K - $51.4K
78.3K $3.45M
MSFT
Microsoft Corp

Technology
-265
- 1.05%
$406.35 - $454.46 $108K - $120K
24.9K $10.5M
LLY
Eli Lilly & CO

Healthcare
-56
- 2.66%
$727.2 - $932.06 $40.7K - $52.2K
2.05K $1.58M
EFV
Msci Eafe Value ETF

ETFs
-552
- 1.17%
$51.78 - $57.15 $28.6K - $31.5K
46.6K $2.44M
JNJ
Johnson & Johnson

Healthcare
-507
- 8.87%
$143.34 - $165.86 $72.7K - $84.1K
5.21K $753K
UPST
Upstart Holdings, Inc.

Financial Services
-5.84K
- 56.14%
$37.78 - $84.46 $221K - $493K
4.56K $280K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.29K
- 26.23%
$71.75 - $75.11 $92.4K - $96.7K
3.62K $260K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-162
- 0.17%
$40.38 - $44.35 $6.54K - $7.18K
97.9K $4.01M
PG
Procter & Gamble CO

Consumer Defensive
-38
- 0.34%
$161.05 - $179.7 $6.12K - $6.83K
11.1K $1.86M
NKE
Nike, Inc.

Consumer Cyclical
-75
- 1.99%
$73.36 - $89.13 $5.5K - $6.68K
3.7K $279K
VHT
Vanguard Health Care ETF

ETFs
-12
- 0.7%
$250.81 - $283.3 $3.01K - $3.4K
1.71K $432K
ETN
Eaton Corp PLC

Industrials
-140
- 7.65%
$326.96 - $377.52 $45.8K - $52.9K
1.69K $560K
VUG
Vanguard Growth ETF

ETFs
-334
- 9.39%
$378.79 - $428.11 $127K - $143K
3.22K $1.32M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-35
- 0.24%
$26.63 - $30.23 $932 - $1.06K
14.3K $379K
GEF
Greif, Inc

Consumer Cyclical
-330
- 6.74%
$60.32 - $72.15 $19.9K - $23.8K
4.56K $278K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-97
- 4.76%
$134.53 - $150.65 $13K - $14.6K
1.94K $262K
WOR
Worthington Industries Inc

Industrials
-69
- 0.51%
$38.2 - $43.42 $2.64K - $3K
13.4K $535K
IWR
Ishares Russell Mid Cap ETF

ETFs
-230
- 0.8%
$87.25 - $95.52 $20.1K - $22K
28.4K $2.51M
QCRH
Qcr Holdings Inc

Financial Services
-410
- 12.07%
$72.35 - $93.84 $29.7K - $38.5K
2.99K $240K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-89
- 1.27%
$48.33 - $49.08 $4.3K - $4.37K
6.94K $336K
IWM
Ishares Russell 2000 ETF

ETFs
-16
- 0.29%
$216.13 - $242.4 $3.46K - $3.88K
5.53K $1.22M
Worthington Stl Inc
-4.73K
- 35.24%
N/A
8.7K $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-248
- 2.04%
$521.84 - $558.82 $129K - $139K
11.9K $6.42M
BAC
Bank Of America Corp

Financial Services
-721
- 8.49%
$39.22 - $47.77 $28.3K - $34.4K
7.78K $341K
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 1.4%
$873.59 - $994.69 $4.37K - $4.97K
353 $323K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-80
- 0.91%
$66.77 - $71.52 $5.34K - $5.72K
8.71K $600K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-43
- 1.31%
$157.33 - $189.22 $6.77K - $8.14K
3.24K $546K
SPY
Spdr S&P 500 ETF Trust

ETFs
-58
- 1.11%
$567.81 - $607.81 $32.9K - $35.3K
5.15K $3.02M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-122
- 0.95%
$311.11 - $335.64 $38K - $40.9K
12.7K $4.1M
GOOG
Alphabet Inc.

Communication Services
-29
- 0.95%
$163.08 - $198.16 $4.73K - $5.75K
3.02K $575K
NFLX
Netflix Inc

Communication Services
-3
- 0.54%
$687.65 - $936.56 $2.06K - $2.81K
550 $490K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-59
- 1.16%
$370.24 - $418.94 $21.8K - $24.7K
5.02K $2.02M
NVDA
Nvidia Corp

Technology
-269
- 2.17%
$117.0 - $148.88 $31.5K - $40K
12.2K $1.63M
WYY
Widepoint Corp

Technology
-7.75K
- 7.78%
$3.39 - $6.12 $26.3K - $47.4K
91.8K $475K
GOOGL
Alphabet Inc.

Communication Services
-87
- 1.04%
$161.86 - $196.66 $14.1K - $17.1K
8.25K $1.56M
JPM
Jpmorgan Chase & CO

Financial Services
-231
- 2.15%
$205.18 - $250.29 $47.4K - $57.8K
10.5K $2.52M
AMZN
Amazon Com Inc

Consumer Cyclical
-86
- 0.97%
$180.88 - $232.93 $15.6K - $20K
8.74K $1.92M
CIVB
Civista Bancshares, Inc.

Financial Services
-834
- 0.58%
$17.32 - $23.25 $14.4K - $19.4K
144K $3.03M
WMT
Walmart Inc.

Consumer Defensive
-711
- 0.83%
$79.1 - $95.7 $56.2K - $68K
84.8K $7.66M
AAPL
Apple Inc.

Technology
-442
- 0.63%
$221.69 - $259.02 $98K - $114K
69.8K $17.5M
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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