SUMMIT FINANCIAL STRATEGIES, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GOOG | 4K | $984.60K |
 | ECL | 3K | $870.05K |
 | DIS | 3K | $360.78K |
 | CVX | 3K | $451.58K |
 | MDT | 2K | $231.21K |
 | PLTR | 2K | $418.83K |
 | ETR | 2K | $210.42K |
 | SO | 2K | $208.49K |
 | ETN | 2K | $820.73K |
 | DTE | 2K | $301.67K |
 | IBP | 2K | $520.45K |
 | LLY | 2K | $1.47M |
 | PLD | 2K | $217.59K |
 | CAT | 2K | $880.34K |
 | UNH | 2K | $599.64K |
 | MCD | 2K | $484.26K |
 | MMM | 2K | $245.13K |
 | AMGN | 1K | $417.66K |
 | HD | 1K | $534.65K |
 | DE | 1K | $573.40K |
Alphabet Inc.
GOOG
Shares Held
4K
Value
$984.60K
Ecolab Inc.
ECL
Shares Held
3K
Value
$870.05K
The Walt Disney Company
DIS
Shares Held
3K
Value
$360.78K
Chevron Corporation
CVX
Shares Held
3K
Value
$451.58K
Medtronic plc
MDT
Shares Held
2K
Value
$231.21K
Palantir Technologies Inc.
PLTR
Shares Held
2K
Value
$418.83K
Entergy Corporation
ETR
Shares Held
2K
Value
$210.42K
The Southern Company
SO
Shares Held
2K
Value
$208.49K
Eaton Corporation plc
ETN
Shares Held
2K
Value
$820.73K
DTE Energy Company
DTE
Shares Held
2K
Value
$301.67K
Installed Building Products, Inc.
IBP
Shares Held
2K
Value
$520.45K
Eli Lilly and Company
LLY
Shares Held
2K
Value
$1.47M
Prologis, Inc.
PLD
Shares Held
2K
Value
$217.59K
Caterpillar Inc.
CAT
Shares Held
2K
Value
$880.34K
UnitedHealth Group Incorporated
UNH
Shares Held
2K
Value
$599.64K
McDonald's Corporation
MCD
Shares Held
2K
Value
$484.26K
3M Company
MMM
Shares Held
2K
Value
$245.13K
Amgen Inc.
AMGN
Shares Held
1K
Value
$417.66K
The Home Depot, Inc.
HD
Shares Held
1K
Value
$534.65K
Deere & Company
DE
Shares Held
1K
Value
$573.40K