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Summit Financial Strategies, Inc.

All holdings · as of Dec 31, 2025

166 positions

CompanyClassValueShares% of portfolio
ISHARES TR$212.4K2,3740.0%
ENTERGY CORP /DE$210.7K2,2790.0%
SELECT SECTOR SPDR TR$209.4K1,3530.0%
SPROTT ASSET MANAGEMENT LP$207.1K6,2720.0%
DIREXION SHS ETF TR$206.4K5,0070.0%
SELECT SECTOR SPDR TR$205.6K1,4280.0%
UNITED STS OIL FD LP$202.3K2,9250.0%
STARWOOD PROPERTY TRUST, INC.$193.0K10,7180.0%
CALAMOS CONV & HIGH INCOME F$186.5K16,4890.0%
Nuvation Bio Inc.NUVBCommon Stock$107.5K12,0000.0%
MARINE PRODUCTS GROUP, LLCMPXCommon Stock$100.1K11,4320.0%
5E Advanced Materials, Inc.FEAMCommon Stock$37.5K12,2860.0%
GERON CORP$35.6K27,0000.0%
MYOMO, INC.MYOCommon Stock$22.8K25,0000.0%
FINGERMOTION INC$18.7K15,2020.0%
CARDLYTICS INC$16.1K14,0000.0%
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