The Analysis of Summit Financial Consulting LLC's Holdings
Currently, Summit Financial Consulting LLC holds 42 types of securities in its portfolio with a total value $125.3M. In the most recent quarter, they have increased their positions in LQD (+175.9K shares, valued at $19.6M), HYG (+241.0K shares, valued at $19.6M), IYW (+34.8K shares, valued at $6.8M); decreased their positions in IYZ (-12.4K shares, valued at $400.7K), BRK.B (-50 shares, valued at $25.1K), SPGP (-68 shares, valued at $7.7K); initiated new positions in IYW (+34.8K shares, valued at $6.8M), IVW (+55.6K shares, valued at $6.7M), QQQM (+26.8K shares, valued at $6.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
LQD ISHARES TR180.2K shares4154.03%2025-09-302025-10-15
HYG ISHARES TR247.0K shares4020.67%2025-09-302025-10-15 IYF ISHARES TR54.5K shares2.02%2025-09-302025-10-15 IYW ISHARES TR34.8K sharesnew addition2025-09-302025-10-15 IYZ ISHARES TR210.7K shares-5.57%2025-09-302025-10-15 IVW ISHARES TR55.6K sharesnew addition2025-09-302025-10-15 EEM ISHARES TR125.5K shares168.02%2025-09-302025-10-15 QQQM INVESCO EXCH TRADED FD TR II26.8K sharesnew addition2025-09-302025-10-15 SCHX SCHWAB STRATEGIC TR251.3K sharesnew addition2025-09-302025-10-15 IDU ISHARES TR59.0K shares11.52%2025-09-302025-10-15 IYE ISHARES TR137.4K shares5.77%2025-09-302025-10-15 EFA ISHARES TR68.2K shares164.20%2025-09-302025-10-15 XLG INVESCO EXCHANGE TRADED FD T48.5K shares7.00%2025-09-302025-10-15 TLT ISHARES TR12.9K shares-0.43%2025-09-302025-10-15 AGG ISHARES TR11.3K shares-0.46%2025-09-302025-10-15 MSFT MICROSOFT CORP2.2K shares-0.05%2025-09-302025-10-15 XLK SELECT SECTOR SPDR TR3.9K shares19.83%2025-09-302025-10-15 SPYM SPDR SERIES TRUST13.9K shares16.26%2025-09-302025-10-15 AAPL APPLE INC3.5K shares2.68%2025-09-302025-10-15 XLU SELECT SECTOR SPDR TR9.7K shares53.86%2025-09-302025-10-15 RVNU DBX ETF TR31.4K shares12.38%2025-09-302025-10-15 MUNI PIMCO ETF TR14.5K shares9.20%2025-09-302025-10-15 FLMI FRANKLIN TEMPLETON ETF TR28.1K shares6.02%2025-09-302025-10-15 SMMU PIMCO ETF TR12.7K shares6.33%2025-09-302025-10-15 BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares-4.28%2025-09-302025-10-15 COST COSTCO WHSL CORP NEW408 shares32.47%2025-09-302025-10-15 NAD NUVEEN QUALITY MUNCP INCOME31.6K shares0.00%2025-09-302025-10-15 USRT ISHARES TR6.0K shares9.31%2025-09-302025-10-15 SPGP INVESCO EXCHANGE TRADED FD T3.0K shares-2.22%2025-09-302025-10-15 MIY BLACKROCK MUNIYIELD MICH QU29.7K shares8.09%2025-09-302025-10-15 DTE DTE ENERGY CO2.3K shares0.13%2025-09-302025-10-15 NZF NUVEEN MUNICIPAL CREDIT INC25.4K shares7.52%2025-09-302025-10-15 ITB ISHARES TR2.9K sharesnew addition2025-09-302025-10-15 PSCC INVESCO EXCH TRADED FD TR II9.4K shares11.84%2025-09-302025-10-15 IVOV VANGUARD ADMIRAL FDS INC3.1K shares-0.23%2025-09-302025-10-15 EPD ENTERPRISE PRODS PARTNERS L9.8K shares0.00%2025-09-302025-10-15 BIL SPDR SERIES TRUST2.7K sharesnew addition2025-09-302025-10-15 MUB ISHARES TR2.2K shares11.03%2025-09-302025-10-15 AMZN AMAZON COM INC1.0K shares4.09%2025-09-302025-10-15 SCHG SCHWAB STRATEGIC TR6.6K sharesnew addition2025-09-302025-10-15 V VISA INC620 shares0.00%2025-09-302025-10-15 F FORD MTR CO16.2K shares6.27%2025-09-302025-10-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available