Summit Investment Advisory Services, LLC Portfolio Holdings by Sector
Summit Investment Advisory Services, LLC
- $118 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BSJP IWF BSCR IBHF BSJQ IBDS IWB BSCQ 42 stocks |
$109 Million
94.21% of portfolio
|
  38  
|
  4  
|
  34  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.44 Million
1.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.24 Million
1.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
CINF 1 stocks |
$930,060
0.8% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$682,399
0.59% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$629,430
0.54% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$467,871
0.4% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
LPLA 1 stocks |
$430,184
0.37% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$363,750
0.31% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
TROW 1 stocks |
$270,200
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$244,963
0.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|