Summit Financial Strategies, Inc. Q3 2022 Filing
Filed October 21, 2022
Portfolio Value
$421.2M
Holdings
118
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (118 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GSLCGOLDMAN SACHS ETF TR | 3,579 | $254K | 0.06% | |
| 102 | UPSUNITED PARCEL SERVICE INC | 1,529 | $247K | 0.06% | |
| 103 | CVSCVS HEALTH CORP | 2,518 | $240K | 0.06% | |
| 104 | HDHOME DEPOT INC | 866 | $239K | 0.06% | |
| 105 | VBRVANGUARD INDEX FDS | 1,651 | $237K | 0.06% | |
| 106 | VPUVANGUARD WORLD FDS | 1,653 | $235K | 0.06% | |
| 107 | IBMINTERNATIONAL BUSINESS MACHS | 1,850 | $220K | 0.05% | |
| 108 | SCHHSCHWAB STRATEGIC TR | 11,596 | $217K | 0.05% | |
| 109 | PDNINVESCO EXCH TRADED FD TR II | 8,369 | $214K | 0.05% | |
| 110 | NSCNORFOLK SOUTHN CORP | 1,010 | $212K | 0.05% | |
| 111 | IJTISHARES TR | 2,023 | $206K | 0.05% | |
| 112 | STWDSTARWOOD PPTY TR INC | 10,718 | $195K | 0.05% | |
| 113 | XCHYXCALAMOS CONV & HIGH INCOME F | 16,489 | $166K | 0.04% | |
| 114 | EVCMEVERCOMMERCE INC | 12,226 | $134K | 0.03% | |
| 115 | UAUNDER ARMOUR INC | 10,270 | $61K | 0.01% | |
| 116 | ZMX1WIDEPOINT CORP | 21,862 | $47K | 0.01% | |
| 117 | DBDEURDIEBOLD NIXDORF INC | 10,079 | $25K | 0.01% | |
| 118 | IVDAIVEDA SOLUTIONS INC | 10,000 | $7K | 0.00% |
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