Summit Asset Management, LLC Purchases and Sells in Q2 2025

Summit Asset Management, LLC

$605 Million
Q2 2025

Top Buys

Incresed Positions

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	4.65K + 0.34%	$22.27 - $29.21 $104K - $136K	1.37M $40.2M
SCHF	24.3K + 1.57%	$17.76 - $22.1 $432K - $538K	1.57M $34.7M
NVDA	1.19K + 2.02%	$94.31 - $157.99 $113K - $188K	60.3K $9.53M
MSFT	934 + 5.23%	$354.56 - $497.45 $331K - $465K	18.8K $9.34M
SCHM	2.62K + 0.21%	$22.92 - $28.05 $60K - $73.5K	1.24M $34.9M
IVV	880 + 2.93%	$498.8 - $620.9 $439K - $546K	31K $19.2M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FPI	97.5K New	$9.8 - $11.79 $955K - $1.15M	97.5K $1.12M
NREF	40.1K New	$12.72 - $15.77 $510K - $632K	40.1K $552K
DIS	1.91K New	$81.72 - $124.01 $156K - $237K	1.91K $236K
GE	910 New	$166.81 - $257.39 $152K - $234K	910 $234K
GBTC	2.73K New	$60.61 - $87.72 $165K - $239K	2.73K $231K
TDVG	5.25K New	$36.12 - $42.38 $190K - $222K	5.25K $222K

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AZO	-126 - 5.68%	$3478.38 - $3880.15 $438K - $489K	2.09K $7.76M
XOM	-1.57K - 5.87%	$99.93 - $119.04 $157K - $187K	25.1K $2.71M
PG	-1.14K - 5.91%	$157.66 - $172.39 $180K - $197K	18.2K $2.89M
JNJ	-1.21K - 7.75%	$146.36 - $159.82 $177K - $193K	14.4K $2.2M
MAA	-1.45K - 21.66%	$145.91 - $168.0 $212K - $244K	5.24K $776K
BMY	-3.04K - 31.3%	$44.12 - $59.6 $134K - $181K	6.66K $308K

Activity Summary All Purchases 84 New Holdings 8 Increased Positions 76 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 0

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