Summit Investment Advisory Services, LLC Portfolio Holdings

Summit Investment Advisory Services, LLC

  • $189 Billion
  • Q3 2024

Summit Investment Advisory Services, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $189 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $32.3B, Capital Group Growth ETF Shs C with a value of $27.1B, Ishares Core Dividend Growth E with a value of $23.4B, Capital Group Core Equity ETF with a value of $20.7B, and Spdr Portfolio S&P 600 Small C with a value of $9.81B.

Examining the 13F form we can see an increase of $103B in the current position value, from $85.1B to 189B.

Summit Investment Advisory Services, LLC is based out at Roseville, MN

Below you can find more details about Summit Investment Advisory Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $189 Billion
ETFs: $162 Billion
Financial Services: $2.32 Billion
Technology: $855 Million
Healthcare: $561 Million
Utilities: $330 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$342 Million 0.18% of portfolio
795
Q3 2024 Reduced 35.1%
$4.07T
$305 Million 0.16% of portfolio
1,311
Q3 2024 Reduced 76.44%
$593B
$242 Million 0.13% of portfolio
526
Q3 2024 New
$325B
$207 Million 0.11% of portfolio
1,708
Q3 2024 Reduced 74.65%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $189 Billion
  • Prior Value $85.1 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 60 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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