Summit Asset Management, LLC Incresed Positions in Q1 2025

Summit Asset Management, LLC

  • $573 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
357
+ 0.95%
$442.66 - $534.52 $158K - $191K
37.8K $20.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
37K
+ 2.45%
$18.36 - $20.51 $679K - $759K
1.55M $30.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.4K
+ 0.74%
$27.01 - $28.54 $388K - $410K
1.96M $54.8M
IEF
Ishares Barclays

ETFs
6.24K
+ 3.42%
$91.17 - $95.39 $569K - $595K
188K $18M
RTX
Raytheon Technologies Corp

Industrials
7.06K
+ 65.06%
$114.1 - $135.66 $806K - $958K
17.9K $2.37M
SCHV
Schwab Strategic Tr Us Large C

ETFs
22.3K
+ 2.18%
$25.77 - $27.6 $575K - $616K
1.05M $27.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
8.21K
+ 4.46%
$79.17 - $82.04 $650K - $673K
192K $15.7M
XOM
Exxon Mobil Corp

Energy
2.24K
+ 9.18%
$105.44 - $118.93 $237K - $267K
26.7K $3.18M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.83K
+ 1.59%
N/A
373K $32M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
14K
+ 2.13%
$23.9 - $24.18 $335K - $339K
672K $16.3M
HON
Honeywell International Inc

Industrials
2.4K
+ 39.8%
$202.75 - $226.52 $487K - $544K
8.43K $1.79M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.49K
+ 2.97%
$95.85 - $99.25 $238K - $247K
86.1K $8.52M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
12.8K
+ 2.0%
$25.05 - $25.16 $322K - $323K
655K $16.5M
T
At&T Inc.

Communication Services
6.14K
+ 15.86%
$21.56 - $28.28 $132K - $174K
44.9K $1.27M
JPM
Jpmorgan Chase & CO

Financial Services
1.3K
+ 14.2%
$225.19 - $279.95 $293K - $364K
10.5K $2.57M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
14.8K
+ 2.22%
N/A
679K $16.1M
HD
Home Depot, Inc.

Consumer Cyclical
987
+ 16.81%
$347.25 - $424.87 $343K - $419K
6.86K $2.51M
BAC
Bank Of America Corp

Financial Services
7K
+ 20.72%
$39.61 - $47.74 $277K - $334K
40.8K $1.7M
CVX
Chevron Corp

Energy
639
+ 16.53%
$146.71 - $167.97 $93.7K - $107K
4.5K $753K
JCI
Johnson Controls International PLC

Industrials
2K
+ 11.24%
$76.12 - $90.6 $152K - $181K
19.8K $1.59M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
720
+ 0.43%
$38.99 - $40.37 $28.1K - $29.1K
169K $6.81M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.02%
$169.2 - $216.66 $169 - $217
4.83K $1.01M
EMR
Emerson Electric CO

Industrials
3K
+ 23.53%
$108.64 - $131.17 $326K - $394K
15.8K $1.73M
LLY
Eli Lilly & CO

Healthcare
90
+ 6.83%
$725.72 - $929.72 $65.3K - $83.7K
1.41K $1.16M
BMY
Bristol Myers Squibb CO

Healthcare
1.78K
+ 22.54%
$53.9 - $63.11 $96.1K - $113K
9.7K $591K
WM
Waste Management Inc

Industrials
414
+ 30.83%
$200.54 - $233.78 $83K - $96.8K
1.76K $406K
TJX
Tjx Companies Inc

Consumer Cyclical
726
+ 5.1%
$112.81 - $126.16 $81.9K - $91.6K
15K $1.82M
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.08%
$117.15 - $158.79 $234 - $318
2.38K $376K
MAA
Mid America Apartment Communities Inc.

Real Estate
4
+ 0.06%
$146.9 - $170.92 $588 - $684
6.69K $1.12M
EPD
Enterprise Products Partners L.P.

Energy
958
+ 6.62%
$31.75 - $34.14 $30.4K - $32.7K
15.4K $527K
CNHI
Cnh Industrial N.V.

Industrials
6K
+ 7.14%
N/A
90K $937K
UNP
Union Pacific Corp

Industrials
3
+ 0.04%
$225.21 - $254.42 $676 - $763
7.44K $1.76M
SO
Southern CO

Utilities
15
+ 0.26%
$80.96 - $92.96 $1.21K - $1.39K
5.75K $528K
SCHO
Schwab Short Term Us Treasury

ETFs
1.97K
+ 19.12%
$24.1 - $24.34 $47.5K - $47.9K
12.3K $298K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 0.48%
$890.62 - $1076.86 $5.34K - $6.46K
1.25K $1.18M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.07%
$279.74 - $321.29 $280 - $321
1.46K $456K
PSX
Phillips 66

Energy
1
+ 0.05%
$113.93 - $131.55 $114 - $132
1.87K $231K
ROK
Rockwell Automation, Inc

Industrials
500
+ 11.0%
$255.29 - $303.75 $128K - $152K
5.04K $1.3M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
36
+ 0.4%
$39.96 - $43.3 $1.44K - $1.56K
8.96K $369K
FHN
First Horizon Corp

Financial Services
788
+ 4.46%
$17.7 - $22.43 $13.9K - $17.7K
18.5K $358K
Victory Portfolios Ii
2.2K
+ 6.77%
N/A
34.6K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
550
+ 1.29%
N/A
43.4K $0
IHDG
Wisdomtree Tr

ETFs
566
+ 0.15%
$43.4 - $47.51 $24.6K - $26.9K
380K $16.5M
STXS
Stereotaxis, Inc.

Healthcare
1K
+ 5.35%
$1.76 - $2.64 $1.76K - $2.64K
19.7K $34K
NEE
Nextera Energy Inc

Utilities
6
+ 0.04%
$66.96 - $76.16 $402 - $457
14K $989K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
753
+ 3.24%
$21.23 - $23.75 $16K - $17.9K
24K $515K
CSX
Csx Corp

Industrials
14
+ 0.2%
$29.11 - $33.67 $408 - $471
6.95K $204K
TFC
Truist Financial Corp

Financial Services
14
+ 0.15%
$39.48 - $48.15 $553 - $674
9.22K $379K
CRM
Salesforce, Inc.

Technology
20
+ 2.54%
$268.36 - $359.95 $5.37K - $7.2K
806 $216K
Activity Summary
Buys All Purchases 69 New Holdings 8 Increased Positions 61 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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