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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$890 Million 0.47% of portfolio
36,035
Q3 2024 New
$0
$665 Million 0.35% of portfolio
45,370
Q3 2024 New
$0
$224 Million 0.12% of portfolio
16,264
Q3 2024 New
$0
$181 Million 0.1% of portfolio
20,835
Q3 2024 New
$0
$121 Million 0.06% of portfolio
13,929
Q3 2024 New

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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