Summit Financial Strategies, Inc. Q2 2022 Filing
Filed July 25, 2022
Portfolio Value
$427.1M
Holdings
119
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (119 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AEPAMERICAN ELEC PWR CO INC | 2,527 | $242K | 0.06% | |
| 102 | IBMINTERNATIONAL BUSINESS MACHS | 1,696 | $239K | 0.06% | |
| 103 | ISTBISHARES TR | 4,948 | $235K | 0.06% | |
| 104 | USOUNITED STS OIL FD LP | 2,925 | $235K | 0.06% | |
| 105 | HDHOME DEPOT INC | 846 | $232K | 0.05% | |
| 106 | DGROISHARES TR | 4,870 | $232K | 0.05% | |
| 107 | STWDSTARWOOD PPTY TR INC | 10,718 | $224K | 0.05% | |
| 108 | SCHPSCHWAB STRATEGIC TR | 3,992 | $223K | 0.05% | |
| 109 | DREUSDDUKE REALTY CORP | 4,000 | $220K | 0.05% | |
| 110 | BNDVANGUARD BD INDEX FDS | 2,914 | $219K | 0.05% | |
| 111 | TIPISHARES TR | 1,880 | $214K | 0.05% | |
| 112 | XLESELECT SECTOR SPDR TR | 2,943 | $210K | 0.05% | |
| 113 | IYHISHARES TR | 764 | $205K | 0.05% | |
| 114 | XCHYXCALAMOS CONV & HIGH INCOME F | 16,489 | $184K | 0.04% | |
| 115 | EVCMEVERCOMMERCE INC | 12,226 | $111K | 0.03% | |
| 116 | UAUNDER ARMOUR INC | 10,270 | $78K | 0.02% | |
| 117 | ZMX1WIDEPOINT CORP | 21,962 | $52K | 0.01% | |
| 118 | DBDEURDIEBOLD NIXDORF INC | 10,079 | $23K | 0.01% | |
| 119 | IVDAIVEDA SOLUTIONS INC | 10,000 | $13K | 0.00% |
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