HoldingsChannel.com
Summit Wealth & Retirement Planning Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 229,114 +9 $19,065
     SCHG229,114+9$19,065
SCHWAB STRATEGIC TR 223,662 +1,503 $12,556
     SCHV223,662+1,503$12,556
SCHWAB STRATEGIC TR 376,774 -302 $12,091
     SCHF376,774-302$12,091
SCHWAB STRATEGIC TR 160,895 -827 $9,185
     SCHM160,895-827$9,185
SCHWAB STRATEGIC TR 92,170 +278 $6,588
     SCHA92,170+278$6,588
ABERDEEN STD PRECIOUS METALS 72,890 +36,011 $4,962
     GLTR72,890+36,011$4,962
CAMBRIA ETF TR (SYLD) 107,931 -1,265 $3,884
     SYLD107,931-1,265$3,884
ISHARES TR (MUB) 34,208 -379 $3,869
     MUB34,208-379$3,869
INVESCO EXCHNG TRADED FD TR (PZA) 124,824 -6,937 $3,262
     PZA124,824-6,937$3,262
FLEXSHARES TR (TDTT) 128,510 +2,947 $3,173
     TDTT128,510+2,947$3,173
SCHWAB STRATEGIC TR 40,594 -281 $2,863
     SCHB40,594-281$2,863
MCDONALDS CORP 12,690 +1 $2,635
     MCD12,690+1$2,635
CATERPILLAR INC DEL 17,660 UNCH $2,407
     CAT17,660UNCH$2,407
INVESCO EXCHNG TRADED FD TR (PWZ) 89,048 -3,233 $2,393
     PWZ89,048-3,233$2,393
APPLE INC 11,598 -100 $2,295
     AAPL11,598-100$2,295
3M CO 13,040 UNCH $2,260
     MMM13,040UNCH$2,260
VANECK VECTORS ETF TR (HYEM) 86,429 +47,375 $2,064
     HYEM86,429+47,375$2,064
PROCTER AND GAMBLE CO 18,273 -1,735 $2,004
     PG18,273-1,735$2,004
CHEVRON CORP NEW 15,586 +2 $1,939
     CVX15,586+2$1,939
JPMORGAN CHASE & CO 16,997 -880 $1,900
     JPM16,997-880$1,900
SCHWAB STRATEGIC TR 39,350 +122 $1,749
     SCHH39,350+122$1,749
INTERNATIONAL BUSINESS MACHS 11,876 UNCH $1,638
     IBM11,876UNCH$1,638
PROSHARES TR (IGHG) 21,222 -1,700 $1,595
     IGHG21,222-1,700$1,595
ISHARES TR (EMB) 14,031 -1,076 $1,590
     EMB14,031-1,076$1,590
MICROSOFT CORP 11,872 -1,500 $1,590
     MSFT11,872-1,500$1,590
ISHARES TR (SHYG) 31,853 -8,536 $1,488
     SHYG31,853-8,536$1,488
CIGNA CORP NEW 9,037 +2,375 $1,424
     CI9,037+2,375$1,424
ROYAL DUTCH SHELL PLC      $1,418
     RDS.A21,795-1,770$1,418
MERCK & CO INC 16,676 +2 $1,398
     MRK16,676+2$1,398
ISHARES TR (CMF) 22,077 +2,014 $1,339
     CMF22,077+2,014$1,339
ALPHABET INC 1,173 -72 $1,270
     GOOGL1,173-72$1,270
AT&T INC 37,010 +18 $1,240
     T37,010+18$1,240
SPDR SERIES TRUST (HYMB) 20,696 -3,052 $1,210
     HYMB20,696-3,052$1,210
GENERAL ELECTRIC CO 106,989 -6,739 $1,123
     GE106,989-6,739$1,123
SCHWAB STRATEGIC TR 21,073 +110 $1,118
     SCHD21,073+110$1,118
BERKSHIRE HATHAWAY INC DEL      $1,117
     BRK.B5,240UNCH$1,117
VANECK VECTORS ETF TR (SHYD) 44,038 -15,487 $1,103
     SHYD44,038-15,487$1,103
DISNEY WALT CO 7,754 -2,826 $1,083
     DIS7,754-2,826$1,083
VANECK VECTORS ETF TR (EMLC) 30,803 +30,803 $1,069
     EMLC30,803+30,803$1,069
ISHARES TR (IWF) 6,689 -579 $1,053
     IWF6,689-579$1,053
VISTRA ENERGY CORP 43,670 +43,670 $989
     VST43,670+43,670$989
VANECK VECTORS ETF TR (HYD) 15,100 +500 $963
     HYD15,100+500$963
AMAZON COM INC 508 -212 $962
     AMZN508-212$962
ISHARES TR (IWD) 7,328 -1,378 $932
     IWD7,328-1,378$932
ISHARES TR (IWV) 5,387 +28 $929
     IWV5,387+28$929
SAREPTA THERAPEUTICS INC 6,062 -130 $921
     SRPT6,062-130$921
ISHARES US ETF TR (HYGH) 10,251 -1,440 $909
     HYGH10,251-1,440$909
VERIZON COMMUNICATIONS INC 14,954 +3 $854
     VZ14,954+3$854
PEPSICO INC 6,475 -959 $849
     PEP6,475-959$849
ISHARES TR (IWB) 5,000 UNCH $814
     IWB5,000UNCH$814

See Full List: All Stocks Held By Summit Wealth & Retirement Planning Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Summit Wealth & Retirement Planning Inc.

Size ($ in 1000's)
At 06/30/2019: $170,974
At 03/31/2019: $168,367

Summit Wealth & Retirement Planning Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Summit Wealth & Retirement Planning Inc. 13F filings. Link to 13F filings: SEC filings

Summit Wealth & Retirement Planning Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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