Summit Asset Management, LLC Incresed Positions in Q2 2025

Summit Asset Management, LLC

  • $605 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.65K
+ 0.34%
$22.27 - $29.21 $104K - $136K
1.37M $40.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
24.3K
+ 1.57%
$17.76 - $22.1 $432K - $538K
1.57M $34.7M
NVDA
Nvidia Corp

Technology
1.19K
+ 2.02%
$94.31 - $157.99 $113K - $188K
60.3K $9.53M
MSFT
Microsoft Corp

Technology
934
+ 5.23%
$354.56 - $497.45 $331K - $465K
18.8K $9.34M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.62K
+ 0.21%
$22.92 - $28.05 $60K - $73.5K
1.24M $34.9M
IVV
Ishares Core S&P 500 ETF

ETFs
880
+ 2.93%
$498.8 - $620.9 $439K - $546K
31K $19.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
21.1K
+ 2.01%
$23.55 - $27.67 $496K - $582K
1.07M $29.5M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
3.22K
+ 0.49%
$23.14 - $27.82 $74.5K - $89.5K
661K $18.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
841
+ 0.49%
$90.56 - $109.49 $76.2K - $92.1K
173K $18.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.66K
+ 3.22%
$72.96 - $90.39 $194K - $240K
85.2K $7.62M
IHDG
Wisdomtree Tr

ETFs
1.91K
+ 0.5%
$38.54 - $46.0 $73.6K - $87.8K
382K $17.2M
JCI
Johnson Controls International PLC

Industrials
1K
+ 5.05%
$71.14 - $105.62 $71.1K - $106K
20.8K $2.2M
ROK
Rockwell Automation, Inc

Industrials
600
+ 11.9%
$218.97 - $332.17 $131K - $199K
5.64K $1.87M
EMR
Emerson Electric CO

Industrials
1.4K
+ 8.89%
$94.15 - $133.33 $132K - $187K
17.2K $2.29M
BAC
Bank Of America Corp

Financial Services
5.81K
+ 14.25%
$34.39 - $47.46 $200K - $276K
46.6K $2.2M
RTX
Raytheon Technologies Corp

Industrials
1.56K
+ 8.72%
$113.75 - $148.48 $178K - $232K
19.5K $2.84M
GOOG
Alphabet Inc.

Communication Services
1.31K
+ 15.23%
$146.58 - $180.01 $192K - $236K
9.91K $1.76M
IEF
Ishares Barclays

ETFs
3.47K
+ 1.84%
$93.15 - $96.56 $323K - $335K
192K $18.4M
DE
Deere & CO

Industrials
503
+ 15.24%
$412.99 - $531.48 $208K - $267K
3.8K $1.93M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13.1K
+ 1.94%
$23.96 - $24.27 $313K - $317K
686K $16.6M
HD
Home Depot, Inc.

Consumer Cyclical
853
+ 12.44%
$335.24 - $380.78 $286K - $325K
7.71K $2.83M
ORCL
Oracle Corp

Technology
43
+ 1.28%
$122.82 - $218.63 $5.28K - $9.4K
3.41K $745K
HON
Honeywell International Inc

Industrials
286
+ 3.39%
$182.86 - $232.88 $52.3K - $66.6K
8.72K $2.03M
VCIT
Vanguard Intermediate Term Cor

ETFs
117
+ 0.06%
$79.56 - $82.92 $9.31K - $9.7K
192K $15.9M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
360
+ 48.13%
$468.22 - $566.51 $169K - $204K
1.11K $627K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.2K
+ 1.35%
N/A
689K $16.4M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
6.62K
+ 1.01%
$25.04 - $25.18 $166K - $167K
662K $16.7M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.04K
+ 0.55%
N/A
375K $32.2M
META
Meta Platforms, Inc.

Communication Services
48
+ 5.97%
$484.66 - $738.09 $23.3K - $35.4K
852 $628K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.1K
+ 1.28%
$96.84 - $99.46 $107K - $109K
87.2K $8.65M
SO
Southern CO

Utilities
1.25K
+ 21.74%
$84.91 - $92.56 $106K - $116K
7K $642K
GOOGL
Alphabet Inc.

Communication Services
314
+ 11.66%
$144.7 - $178.6 $45.4K - $56.1K
3.01K $529K
WFC
Wells Fargo & Company

Financial Services
545
+ 7.62%
$60.98 - $80.12 $33.2K - $43.7K
7.7K $616K
ESGA
American Centy ETF Tr Sustaina

Technology
1.35K
+ 38.46%
N/A
4.86K $348K
SCHA
Schwab Strategic Tr Us Small C

ETFs
681
+ 1.73%
$20.42 - $25.3 $13.9K - $17.2K
40.1K $1.02M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
322
+ 23.82%
$153.22 - $199.8 $49.3K - $64.3K
1.67K $313K
CNHI
Cnh Industrial N.V.

Industrials
8K
+ 8.89%
N/A
98K $1.02M
AXP
American Express CO

Financial Services
35
+ 2.66%
$231.39 - $318.98 $8.1K - $11.2K
1.35K $430K
RY
Royal Bank Of Canada

Financial Services
27
+ 0.7%
$108.36 - $131.55 $2.93K - $3.55K
3.87K $509K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
667
+ 2.78%
$19.1 - $23.83 $12.7K - $15.9K
24.6K $586K
CSCO
Cisco Systems, Inc.

Technology
200
+ 3.39%
$53.19 - $69.38 $10.6K - $13.9K
6.11K $423K
PM
Philip Morris International Inc.

Consumer Defensive
16
+ 0.67%
$149.23 - $184.95 $2.39K - $2.96K
2.39K $435K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.16%
$908.13 - $1056.85 $1.82K - $2.11K
1.25K $1.23M
T
At&T Inc.

Communication Services
903
+ 2.01%
$26.33 - $28.94 $23.8K - $26.1K
45.8K $1.32M
GD
General Dynamics Corp

Industrials
63
+ 4.08%
$247.68 - $291.66 $15.6K - $18.4K
1.61K $468K
FHN
First Horizon Corp

Financial Services
5
+ 0.03%
$16.21 - $21.2 $81.1 - $106
18.5K $391K
MA
Mastercard Inc

Financial Services
23
+ 1.82%
$479.92 - $590.74 $11K - $13.6K
1.29K $723K
CRM
Salesforce, Inc.

Technology
81
+ 10.05%
$236.26 - $291.15 $19.1K - $23.6K
887 $241K
CSX
Csx Corp

Industrials
14
+ 0.2%
$26.69 - $32.91 $374 - $461
6.96K $227K
Activity Summary
Buys All Purchases 84 New Holdings 8 Increased Positions 76 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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