The Analysis of Summit Financial Consulting LLC's Holdings
Currently, Summit Financial Consulting LLC holds 43 types of securities in its portfolio with a total value $137.7M. In the most recent quarter, they have increased their positions in IYH (+109.8K shares, valued at $7.2M), LQD (+17.4K shares, valued at $1.9M), HYG (+21.2K shares, valued at $1.7M); decreased their positions in AGG (-1.0K shares, valued at $100.2K), TLT (-883 shares, valued at $77.0K), SPYM (-860 shares, valued at $69.0K); initiated new positions in IYH (+109.8K shares, valued at $7.2M), XLE (+6.3K shares, valued at $282.4K), TSLA (+558 shares, valued at $250.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
LQD ISHARES TR197.6K shares9.66%2025-12-312026-01-23
HYG ISHARES TR268.2K shares8.60%2025-12-312026-01-23 IYW ISHARES TR38.9K shares11.73%2025-12-312026-01-23 IYZ ISHARES TR228.3K shares8.31%2025-12-312026-01-23 EEM ISHARES TR137.2K shares9.29%2025-12-312026-01-23 IVW ISHARES TR60.8K shares9.36%2025-12-312026-01-23 QQQM INVESCO EXCH TRADED FD TR II29.5K shares9.73%2025-12-312026-01-23 SCHX SCHWAB STRATEGIC TR273.8K shares8.97%2025-12-312026-01-23 EFA ISHARES TR76.0K shares11.51%2025-12-312026-01-23 IYE ISHARES TR153.2K shares11.51%2025-12-312026-01-23 IYH ISHARES TR109.8K sharesnew addition2025-12-312026-01-23 IDU ISHARES TR65.5K shares10.92%2025-12-312026-01-23 XLG INVESCO EXCHANGE TRADED FD T54.0K shares11.24%2025-12-312026-01-23 XLK SELECT SECTOR SPDR TR9.1K shares134.64%2025-12-312026-01-23 MSFT MICROSOFT CORP2.2K shares2.41%2025-12-312026-01-23 TLT ISHARES TR12.1K shares-6.82%2025-12-312026-01-23 SPYM SPDR SERIES TRUST13.0K shares-6.21%2025-12-312026-01-23 AGG ISHARES TR10.3K shares-8.87%2025-12-312026-01-23 AAPL APPLE INC3.4K shares-2.40%2025-12-312026-01-23 RVNU DBX ETF TR35.6K shares13.35%2025-12-312026-01-23 MUNI PIMCO ETF TR16.2K shares11.30%2025-12-312026-01-23 XLU SELECT SECTOR SPDR TR19.3K shares98.54%2025-12-312026-01-23 FLMI FRANKLIN TEMPLETON ETF TR32.5K shares15.58%2025-12-312026-01-23 SMMU PIMCO ETF TR14.6K shares15.18%2025-12-312026-01-23 AMZN AMAZON COM INC2.1K shares99.52%2025-12-312026-01-23 ITB ISHARES TR4.5K shares53.87%2025-12-312026-01-23 USRT ISHARES TR6.9K shares14.93%2025-12-312026-01-23 MIY BLACKROCK MUNIYIELD MICH QU33.1K shares11.52%2025-12-312026-01-23 NAD NUVEEN QUALITY MUNCP INCOME31.6K shares0.00%2025-12-312026-01-23 NZF NUVEEN MUNICIPAL CREDIT INC28.8K shares13.35%2025-12-312026-01-23 SCHG SCHWAB STRATEGIC TR11.0K shares65.66%2025-12-312026-01-23 PSCC INVESCO EXCH TRADED FD TR II11.5K shares22.87%2025-12-312026-01-23 COST COSTCO WHSL CORP NEW410 shares0.49%2025-12-312026-01-23 SPGP INVESCO EXCHANGE TRADED FD T2.8K shares-5.57%2025-12-312026-01-23 EPD ENTERPRISE PRODS PARTNERS L9.8K shares0.00%2025-12-312026-01-23 DTE DTE ENERGY CO2.3K shares0.13%2025-12-312026-01-23 BIL SPDR SERIES TRUST3.2K shares17.94%2025-12-312026-01-23 XLE SELECT SECTOR SPDR TR6.3K sharesnew addition2025-12-312026-01-23 TSLA TESLA INC558 sharesnew addition2025-12-312026-01-23 MUB ISHARES TR2.3K shares6.23%2025-12-312026-01-23 V VISA INC620 shares0.00%2025-12-312026-01-23 F FORD MTR CO13.2K shares-18.36%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available