Portfolio (Quarterly)
Guide ↗
Summit Financial Strategies, Inc.
· CIK 0001625246| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | Technology | 737 | $255K | 0.02% | SOLD |
| 2 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 795 | $235K | 0.02% | SOLD |
| 3 | IUSG | ISHARES TR | — | 1,320 | $222K | 0.02% | SOLD |
| 4 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 795 | $214K | 0.02% | SOLD |
| 5 | XLV | SELECT SECTOR SPDR TR | — | 1,353 | $209K | 0.02% | SOLD |
| 6 | EURL | DIREXION SHS ETF TR | — | 5,007 | $206K | 0.02% | SOLD |
| 7 | XLK | SELECT SECTOR SPDR TR | — | 1,428 | $206K | 0.02% | SOLD |
| 8 | USO | UNITED STS OIL FD LP | Financial Services | 2,925 | $202K | 0.02% | SOLD |
| 9 | NUVB | NUVATION BIO INC | Healthcare | 12,000 | $108K | 0.01% | SOLD |
| 10 | MPX | MARINE PRODS CORP | Consumer Cyclical | 11,432 | $100K | 0.01% | SOLD |
Sector Allocation
Consumer Cyclical
39.4%
Technology
21.6%
Financial Services
13.4%
Consumer Defensive
8.0%
Healthcare
6.1%
Communication Services
3.4%
Industrials
3.1%
Energy
2.9%
Utilities
1.0%
Basic Materials
0.7%