Summit Financial Consulting LLC Top Holdings and 13F Report (2025) About Summit Financial Consulting LLCInvestment ActivitySummit Financial Consulting LLC has $107.78 million in total holdings as of March 31, 2025.Summit Financial Consulting LLC owns shares of 42 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Largest Holdings iShares iBoxx $ Investment Grade Corporate Bond ETF $18,380,566iShares iBoxx $ High Yield Corporate Bond ETF $18,158,190iShares U.S. Telecommunications ETF $6,118,625iShares U.S. Financials ETF $5,976,987iShares S&P 500 Growth ETF $5,591,691 Sector AllocationMap of 500 Largest Holdings ofSummit Financial Consulting LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$18,380,566169,11017.1%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$18,158,190230,17116.8%ETFIYZiShares U.S. Telecommunications ETF$6,118,625223,3895.7%ETFIYFiShares U.S. Financials ETF$5,976,98752,9645.5%ETFIVWiShares S&P 500 Growth ETF$5,591,69160,2365.2%ETFIYEiShares U.S. Energy ETF$5,556,652112,7115.2%ETFSCHXSchwab US Large-Cap ETF$5,547,100251,2275.1%ETFIYCiShares U.S. Consumer Discretionary ETF$5,329,35660,3384.9%ETFIJJiShares S&P Mid-Cap 400 Value ETF$5,296,61644,2384.9%ETFIYWiShares U.S. Technology ETF$5,162,72136,7614.8%ManufacturingQQQMInvesco NASDAQ 100 ETF$5,082,41026,3314.7%ETFIJSiShares S&P Small-Cap 600 Value ETF$5,030,84551,6094.7%ETFXLGInvesco S&P 500 Top 50 ETF$1,890,31841,0761.8%ETFTLTiShares 20+ Year Treasury Bond ETF$1,153,67312,6741.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,091,51011,0341.0%FinanceSPLGSPDR Portfolio S&P 500 ETF$1,066,57916,2191.0%ETFXLKTechnology Select Sector SPDR Fund$878,3664,2540.8%ETFAAPLApple$850,2993,8280.8%Computer and TechnologyMSFTMicrosoft$840,8182,2400.8%Computer and TechnologyBRK.BBerkshire Hathaway$622,0531,1680.6%FinanceMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$617,87811,9860.6%ETFRVNUXtrackers Municipal Infrastructure Revenue Bond Fund$617,69625,0790.6%ETFXLUUtilities Select Sector SPDR Fund$608,8017,7210.6%ETFFLMIFranklin Dynamic Municipal Bond ETF$584,92323,9330.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$577,8476,0590.5%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$545,26810,9010.5%ETFCOSTCostco Wholesale$384,9324070.4%Retail/WholesaleNADNuveen Quality Municipal Income Fund$364,09031,6050.3%Financial ServicesXLEEnergy Select Sector SPDR Fund$353,8953,7870.3%ETFDTEDTE Energy$338,5172,4480.3%UtilitiesEPDEnterprise Products Partners$335,6999,8330.3%EnergySCHGSchwab U.S. Large-Cap Growth ETF$324,37412,9540.3%ETFSPGPInvesco S&P 500 GARP ETF$307,9063,0830.3%ETFIVOVVanguard S&P Mid-Cap 400 Value ETF$286,5303,1130.3%ETFMIYBlackRock MuniYield Michigan Quality Fund$282,23524,8010.3%FinanceUSRTiShares Core U.S. REIT ETF$280,1094,8630.3%ETFPSCCInvesco S&P SmallCap Consumer Staples ETF$258,0777,3610.2%ETFSMHVanEck Semiconductor ETF$255,8791,2100.2%ManufacturingNZFNuveen Municipal Credit Income Fund$254,88520,8410.2%Financial ServicesVVisa$217,2856200.2%Business ServicesMUBiShares National Muni Bond ETF$207,6111,9690.2%ETFFFord Motor$150,96115,0510.1%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
