Summit Investment Advisory Services, LLC Portfolio Holdings by Sector
Summit Investment Advisory Services, LLC
- $189 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
CGDV CGGR DGRO SPSM SPTM IVW ITOT IVE 55 stocks |
$156 Million
94.37% of portfolio
|
  51  
|
  4  
|
  48  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5.25 Million
3.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
EVT ETY ETV ETW EXG 5 stocks |
$2.08 Million
1.26% of portfolio
|
  5  
|
- |
  5  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
MDT BSX 2 stocks |
$560,653
0.34% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$342,188
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
PEG 1 stocks |
$330,166
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$305,463
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$242,097
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$207,439
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|