$193 Million is the total value of Summit Financial Strategies, Inc.'s 54 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INTC | New | INTEL CORP | $249,000 | – | 4,775 | +100.0% | 0.13% | – |
| GE | New | GENERAL ELECTRIC CO | $226,000 | – | 16,791 | +100.0% | 0.12% | – |
| BBRG | New | BRAVO BRIO RESTAURANT GROUP | $138,000 | – | 34,529 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 39 | Q2 2024 | 19.3% |
| SCHWAB STRATEGIC TR | 39 | Q2 2024 | 18.1% |
| ISHARES TR | 39 | Q2 2024 | 12.4% |
| ISHARES TR | 39 | Q2 2024 | 9.7% |
| SCHWAB STRATEGIC TR | 39 | Q2 2024 | 7.9% |
| ISHARES TR | 39 | Q2 2024 | 7.8% |
| SCHWAB STRATEGIC TR | 39 | Q2 2024 | 8.0% |
| SCHWAB STRATEGIC TR | 39 | Q2 2024 | 5.6% |
| SCHWAB STRATEGIC TR | 39 | Q2 2024 | 2.3% |
| MICROSOFT CORP | 39 | Q2 2024 | 1.5% |
View Summit Financial Strategies, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-23 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-25 |
View Summit Financial Strategies, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.