SUMMIT FINANCIAL CONSULTING LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | F | 16K | $193.69K |
 | EPD | 10K | $307.48K |
 | AAPL | 3K | $879.18K |
 | DTE | 2K | $331.51K |
 | MSFT | 2K | $1.12M |
 | BRK-B | 1K | $562.06K |
 | AMZN | 1K | $229.23K |
 | V | 620 | $211.66K |
 | COST | 408 | $377.66K |
Ford Motor Company
F
Shares Held
16K
Value
$193.69K
Enterprise Products Partners L.P.
EPD
Shares Held
10K
Value
$307.48K
Apple Inc.
AAPL
Shares Held
3K
Value
$879.18K
DTE Energy Company
DTE
Shares Held
2K
Value
$331.51K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.12M
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$562.06K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$229.23K
Visa Inc.
V
Shares Held
620
Value
$211.66K
Costco Wholesale Corporation
COST
Shares Held
408
Value
$377.66K