Summit Financial Consulting LLC Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$107.8B
Holdings
42
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LQDISHARES TR | 169,110 | $18.4B | 17.05% | |
| 2 | HYGISHARES TR | 230,171 | $18.2B | 16.85% | |
| 3 | IYZISHARES TR | 223,389 | $6.1B | 5.68% | |
| 4 | IYFISHARES TR | 52,964 | $6.0B | 5.55% | |
| 5 | IVWISHARES TR | 60,236 | $5.6B | 5.19% | |
| 6 | IYEISHARES TR | 112,711 | $5.6B | 5.16% | |
| 7 | SCHXSCHWAB STRATEGIC TR | 251,227 | $5.5B | 5.15% | |
| 8 | IYCISHARES TR | 60,338 | $5.3B | 4.94% | |
| 9 | IJJISHARES TR | 44,238 | $5.3B | 4.91% | |
| 10 | IYWISHARES TR | 36,761 | $5.2B | 4.79% | |
| 11 | QQQMINVESCO EXCH TRADED FD TR II | 26,331 | $5.1B | 4.72% | |
| 12 | IJSISHARES TR | 51,609 | $5.0B | 4.67% | |
| 13 | XLGINVESCO EXCHANGE TRADED FD T | 41,076 | $1.9B | 1.75% | |
| 14 | TLTISHARES TR | 12,674 | $1.2B | 1.07% | |
| 15 | AGGISHARES TR | 11,034 | $1.1B | 1.01% | |
| 16 | SPYMSPDR SER TR | 16,219 | $1.1B | 0.99% | |
| 17 | XLKSELECT SECTOR SPDR TR | 4,254 | $878.4M | 0.81% | |
| 18 | AAPLAPPLE INC | 3,828 | $850.3M | 0.79% | |
| 19 | MSFTMICROSOFT CORP | 2,240 | $840.8M | 0.78% | |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,168 | $622.1M | 0.58% | |
| 21 | MUNIPIMCO ETF TR | 11,986 | $617.9M | 0.57% | |
| 22 | RVNUDBX ETF TR | 25,079 | $617.7M | 0.57% | |
| 23 | XLUSELECT SECTOR SPDR TR | 7,721 | $608.8M | 0.56% | |
| 24 | FLMIFRANKLIN TEMPLETON ETF TR | 23,933 | $584.9M | 0.54% | |
| 25 | IEFISHARES TR | 6,059 | $577.8M | 0.54% | |
| 26 | SMMUPIMCO ETF TR | 10,901 | $545.3M | 0.51% | |
| 27 | COSTCOSTCO WHSL CORP NEW | 407 | $384.9M | 0.36% | |
| 28 | NADNUVEEN QUALITY MUNCP INCOME | 31,605 | $364.1M | 0.34% | |
| 29 | XLESELECT SECTOR SPDR TR | 3,787 | $353.9M | 0.33% | |
| 30 | DTEDTE ENERGY CO | 2,448 | $338.5M | 0.31% | |
| 31 | EPDENTERPRISE PRODS PARTNERS L | 9,833 | $335.7M | 0.31% | |
| 32 | SCHGSCHWAB STRATEGIC TR | 12,954 | $324.4M | 0.30% | |
| 33 | SPGPINVESCO EXCHANGE TRADED FD T | 3,083 | $307.9M | 0.29% | |
| 34 | IVOVVANGUARD ADMIRAL FDS INC | 3,113 | $286.5M | 0.27% | |
| 35 | MIYBLACKROCK MUNIYIELD MICH QU | 24,801 | $282.2M | 0.26% | |
| 36 | USRTISHARES TR | 4,863 | $280.1M | 0.26% | |
| 37 | PSCCINVESCO EXCH TRADED FD TR II | 7,361 | $258.1M | 0.24% | |
| 38 | SMHVANECK ETF TRUST | 1,210 | $255.9M | 0.24% | |
| 39 | NZFNUVEEN MUNICIPAL CREDIT INC | 20,841 | $254.9M | 0.24% | |
| 40 | VVISA INC | 620 | $217.3M | 0.20% | |
| 41 | MUBISHARES TR | 1,969 | $207.6M | 0.19% | |
| 42 | FFORD MTR CO | 15,051 | $151.0M | 0.14% |