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| Name: |
Summit Financial LLC |
| City: |
PARSIPPANY |
| State: |
NJ |
| Zip: |
07054 |
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data |
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| Holdings
Found :
11 |
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Unchanged Positions |
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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 |
|
SA |
Seabridge Gold Inc (USA) |
58 |
- |
$15.25 |
$3,795,000 |
251,000 |
0.22% |
750,000 |
0 |
0.374 |
Gold |
|
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EWJ |
iShares MSCI-Japan |
148 |
- |
$67.95 |
$1,365,000 |
19,134 |
0.08% |
138,000 |
0 |
0.011 |
Closed - End Fund - E... |
|
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INTF |
Ishares Factorselect Msci I... |
213 |
- |
$30.06 |
$789,000 |
26,432 |
0.05% |
48,000 |
0 |
0.069 |
N/A |
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SLYG |
SPDR Dow Jones Wilshire Sma... |
237 |
- |
$86.73 |
$557,000 |
6,382 |
0.03% |
23,000 |
0 |
0.025 |
Closed - End Fund - E... |
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VSS |
Vanguard FTSE All-Wld ex-US... |
267 |
- |
$118.23 |
$471,000 |
4,034 |
0.03% |
7,000 |
0 |
0.001 |
Closed - End Fund - Debt |
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ARMK |
Aramark Holdings Corp |
288 |
- |
$33.29 |
$406,000 |
12,475 |
0.02% |
55,000 |
0 |
0.004 |
Food Wholesale |
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IAI |
iShares Dow Jones US Broker... |
327 |
- |
$113.25 |
$276,000 |
2,383 |
0.02% |
17,000 |
0 |
0.039 |
Closed - End Fund - E... |
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XHB |
SPDR S&P Homebuilders |
329 |
- |
$107.51 |
$274,000 |
2,459 |
0.02% |
39,000 |
0 |
0.001 |
Closed - End Fund - E... |
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VGT |
Vanguard I T VIPERS |
343 |
- |
$516.26 |
$252,000 |
480 |
0.01% |
20,000 |
0 |
0 |
Closed - End Fund - E... |
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SCHE |
Schwab Emerging Markets Equ... |
370 |
- |
$26.32 |
$205,000 |
8,114 |
0.01% |
4,000 |
0 |
0 |
N/A |
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JPZ |
Nuveen Equity Premium Incom... |
377 |
- |
$13.14 |
$164,000 |
12,203 |
0.01% |
7,000 |
0 |
0.032 |
Closed - End Fund - E... |
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