SUMMIT FINANCIAL STRATEGIES, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TSLA | 10K | $4.55M |
 | JPM | 10K | $3.22M |
 | PG | 10K | $1.47M |
 | ABBV | 9K | $2.20M |
 | WS | 9K | $266.55K |
 | T | 9K | $244.08K |
 | BK | 8K | $923.76K |
 | ABT | 8K | $1.09M |
 | AMZN | 8K | $1.69M |
 | GOOGL | 7K | $1.70M |
 | TXN | 6K | $1.06M |
 | MRK | 6K | $478.19K |
 | VZ | 5K | $241.04K |
 | AMAT | 5K | $1.06M |
 | AEP | 5K | $562.23K |
 | JNJ | 5K | $900.67K |
 | GEF | 5K | $272.69K |
 | NKE | 4K | $297.71K |
 | UPST | 4K | $213.87K |
 | CINF | 4K | $640.62K |
Tesla, Inc.
TSLA
Shares Held
10K
Value
$4.55M
JPMorgan Chase & Co.
JPM
Shares Held
10K
Value
$3.22M
The Procter & Gamble Company
PG
Shares Held
10K
Value
$1.47M
AbbVie Inc.
ABBV
Shares Held
9K
Value
$2.20M
Worthington Steel, Inc.
WS
Shares Held
9K
Value
$266.55K
AT&T Inc.
T
Shares Held
9K
Value
$244.08K
The Bank of New York Mellon Corporation
BK
Shares Held
8K
Value
$923.76K
Abbott Laboratories
ABT
Shares Held
8K
Value
$1.09M
Amazon.com, Inc.
AMZN
Shares Held
8K
Value
$1.69M
Alphabet Inc.
GOOGL
Shares Held
7K
Value
$1.70M
Texas Instruments Incorporated
TXN
Shares Held
6K
Value
$1.06M
Merck & Co., Inc.
MRK
Shares Held
6K
Value
$478.19K
Verizon Communications Inc.
VZ
Shares Held
5K
Value
$241.04K
Applied Materials, Inc.
AMAT
Shares Held
5K
Value
$1.06M
American Electric Power Company, Inc.
AEP
Shares Held
5K
Value
$562.23K
Johnson & Johnson
JNJ
Shares Held
5K
Value
$900.67K
Greif, Inc.
GEF
Shares Held
5K
Value
$272.69K
NIKE, Inc.
NKE
Shares Held
4K
Value
$297.71K
Upstart Holdings, Inc.
UPST
Shares Held
4K
Value
$213.87K
Cincinnati Financial Corporation
CINF
Shares Held
4K
Value
$640.62K