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| Name: |
Summit Financial Strategies Inc. |
| City: |
Columbus |
| State: |
OH |
| Zip: |
43235-8446 |
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data |
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| Holdings
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SBUX |
Starbucks Corp |
118 |
New |
$81.43 |
$267,000 |
2,919 |
0.04% |
267,000 |
2,919 |
0 |
Specialty Eateries |
|
|
XLF |
SPDR Financial Sector |
134 |
New |
$41.48 |
$218,000 |
5,175 |
0.03% |
218,000 |
5,175 |
0 |
Closed - End Fund - E... |
|
|
EPD |
Enterprise Products Partner... |
137 |
New |
$28.35 |
$209,000 |
7,178 |
0.03% |
209,000 |
7,178 |
0 |
Independent Oil & Gas |
|
|
XLE |
SPDR Energy Sector |
138 |
New |
$89.99 |
$208,000 |
2,200 |
0.03% |
208,000 |
2,200 |
0 |
Closed - End Fund - E... |
|
|
VZ |
Verizon Communications Inc |
139 |
New |
$40.94 |
$207,000 |
4,935 |
0.03% |
207,000 |
4,935 |
0 |
Telecom Services - Do... |
|
|
GE |
General Electric Co |
141 |
New |
$161.92 |
$202,000 |
1,151 |
0.03% |
202,000 |
1,151 |
0 |
Conglomerates |
|
|
BNDX |
Vanguard Total Internationa... |
142 |
New |
$48.53 |
$201,000 |
4,087 |
0.03% |
201,000 |
4,087 |
0 |
N/A |
|
|
FEAM |
5e Advanced Materials, Inc. |
148 |
New |
$1.45 |
$74,000 |
55,000 |
0.01% |
74,000 |
55,000 |
0.129 |
N/A |
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