Summit Financial Strategies, Inc. Q2 2024 Filing
Filed July 19, 2024
Portfolio Value
$804.1M
Holdings
147
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (147 positions)
| Stock | Value |
|---|---|
IVOOVANGUARD ADMIRAL FDS INC | $988 |
MZTILANCASTER COLONY CORP | $950 |
ABTABBOTT LABS | $890 |
ABBVABBVIE INC | $872 |
SCHGSCHWAB STRATEGIC TR | $863 |
VEUVANGUARD INTL EQUITY INDEX F | $862 |
JNJJOHNSON & JOHNSON | $835 |
VSSVANGUARD INTL EQUITY INDEX F | $803 |
ECLECOLAB INC | $756 |
AGGISHARES TR | $741 |
WTHWORTHINGTON ENTERPRISES INC | $737 |
UNHUNITEDHEALTH GROUP INC | $714 |
MRKMERCK & CO INC | $668 |
CATCATERPILLAR INC | $661 |
ETNEATON CORP PLC | $605 |
GOOGALPHABET INC | $579 |
SPYMSPDR SER TR | $552 |
AQLTISHARES TR | $531 |
MTDMETTLER TOLEDO INTERNATIONAL | $531 |
WSWORTHINGTON STL INC | $519 |
BKBANK NEW YORK MELLON CORP | $506 |
MCDMCDONALDS CORP | $493 |
NDQINVESCO QQQ TR | $483 |
SMMUPIMCO ETF TR | $482 |
CINFCINCINNATI FINL CORP | $478 |
HDHOME DEPOT INC | $466 |
DGROISHARES TR | $464 |
SCHHSCHWAB STRATEGIC TR | $449 |
SPXLDIREXION SHS ETF TR | $449 |
KRKROGER CO | $447 |
AEPAMERICAN ELEC PWR CO INC | $441 |
AMGNAMGEN INC | $437 |
ZMX1WIDEPOINT CORP | $431 |
VHTVANGUARD WORLD FD | $424 |
DISDISNEY WALT CO | $424 |
IBPINSTALLED BLDG PRODS INC | $421 |
CVXCHEVRON CORP NEW | $410 |
HBANHUNTINGTON BANCSHARES INC | $407 |
SCHESCHWAB STRATEGIC TR | $399 |
BNDVANGUARD BD INDEX FDS | $398 |
SCHCSCHWAB STRATEGIC TR | $397 |
DEDEERE & CO | $390 |
IWVISHARES TR | $383 |
VIOOVANGUARD ADMIRAL FDS INC | $370 |
EEMISHARES TR | $362 |
PRFINVESCO EXCHANGE TRADED FD T | $350 |
VTIPVANGUARD MALVERN FDS | $344 |
VBRVANGUARD INDEX FDS | $344 |
TIPISHARES TR | $342 |
SLVISHARES SILVER TR | $339 |
COSTCOSTCO WHSL CORP NEW | $337 |
BACBANK AMERICA CORP | $337 |
GSLCGOLDMAN SACHS ETF TR | $329 |
ACWXISHARES TR | $329 |
AVLVAMERICAN CENTY ETF TR | $315 |
DFACDIMENSIONAL ETF TRUST | $301 |
VGTVANGUARD WORLD FD | $295 |
GEFGREIF INC | $281 |
NKENIKE INC | $280 |
LMTLOCKHEED MARTIN CORP | $279 |
IAU*ISHARES GOLD TR | $275 |
PDNINVESCO EXCH TRADED FD TR II | $260 |
ACWIISHARES TR | $259 |
BILSPDR SER TR | $250 |
PEPPEPSICO INC | $247 |
VPUVANGUARD WORLD FD | $244 |
IJTISHARES TR | $243 |
IAGGISHARES TR | $237 |
DTEDTE ENERGY CO | $236 |
MDTMEDTRONIC PLC | $235 |
IYHISHARES TR | $234 |
XLFSELECT SECTOR SPDR TR | $233 |
USOUNITED STS OIL FD LP | $233 |
INTCINTEL CORP | $228 |
UNPUNION PAC CORP | $221 |
UPSTUPSTART HLDGS INC | $216 |
QCRHQCR HOLDINGS INC | $216 |
PLDPROLOGIS INC. | $213 |
XLESELECT SECTOR SPDR TR | $212 |
VOTVANGUARD INDEX FDS | $212 |
VOEVANGUARD INDEX FDS | $210 |
EPDENTERPRISE PRODS PARTNERS L | $208 |
METAMETA PLATFORMS INC | $207 |
BACVERIZON COMMUNICATIONS INC | $204 |
STWDSTARWOOD PPTY TR INC | $203 |
XCHYXCALAMOS CONV & HIGH INCOME F | $184 |
UAUNDER ARMOUR INC | $126 |
CDLXCARDLYTICS INC | $114 |
AGLAGILON HEALTH INC | $108 |
FEAM5E ADVANCED MATERIALS INC | $53 |
MYOMYOMO INC | $32 |
IVDAIVEDA SOLUTIONS INC | $5 |
VUGVANGUARD INDEX FDS | $0 |
JPMJPMORGAN CHASE & CO. | $0 |
AMZNAMAZON COM INC | $0 |
SCHBSCHWAB STRATEGIC TR | $0 |
TSLATESLA INC | $0 |
LLYELI LILLY & CO | $0 |
DFATDIMENSIONAL ETF TRUST | $0 |
IWRISHARES TR | $0 |
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