Summit Asset Management, LLC Portfolio Holdings
Summit Asset Management, LLC
- $841 Million
- Q1 2024
Summit Asset Management, LLC has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $841 Million distributed in 158 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $381M, Schwab Strategic Tr Us Dividen with a value of $46.9M, Schwab Strategic Tr Us Large C with a value of $30.1M, Schwab Strategic U.S. Mid Cap with a value of $30.1M, and Schwab Strategic Tr Intl Eqty with a value of $28.6M.
Examining the 13F form we can see an increase of $102M in the current position value, from $738M to 841M.
Summit Asset Management, LLC is based out at Memphis, TN
Below you can find more details about Summit Asset Management, LLC portfolio as well as his latest detailed transactions.