Summit Investment Advisory Services, LLC Portfolio Holdings

Summit Investment Advisory Services, LLC

  • $194 Billion
  • Q4 2024

Summit Investment Advisory Services, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $194 Billion distributed in 70 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 $32.5B, Capital Group Growth ETF Shs C with a value of $29.9B, Ishares Core Dividend Growth E with a value of $22.6B, Capital Group Core Equity ETF with a value of $22.1B, and Spdr Portfolio S&P 1500 Compos with a value of $9.84B.

Examining the 13F form we can see an increase of $5.41B in the current position value, from $189B to 194B.

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 $194 Billion
ETFs: $156 Billion
Financial Services: $2.35 Billion
Technology: $893 Million
Utilities: $313 Million
Healthcare: $226 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$876 Million 0.45% of portfolio
36,424
Q4 2024 Added 1.08%
$0
$689 Million 0.36% of portfolio
46,098
Q4 2024 Added 1.6%
$0
$239 Million 0.12% of portfolio
16,607
Q4 2024 Added 2.11%
$0
$180 Million 0.09% of portfolio
21,328
Q4 2024 Added 2.37%
$0
$117 Million 0.06% of portfolio
14,260
Q4 2024 Added 2.38%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $194 Billion
  • Prior Value $189 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
Track This Portfolio

Track Summit Investment Advisory Services, LLC Portfolio

Follow Summit Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email