Summit Asset Management, LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $844 Million distributed in 156 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $367M, Schwab Strategic Tr Us Dividen with a value of $46.5M, Schwab Strategic Tr Us Large C with a value of $33.2M, Schwab Strategic U.S. Mid Cap with a value of $29.9M, and Schwab Strategic Tr Intl Eqty with a value of $29.8M.
Examining the 13F form we can see an increase of $2.92M in the current position value, from $841M to 844M.
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.
Portfolio value
$844 Million
Financial Services: $392 Million
ETFs: $357 Million
Technology: $25.6 Million
Consumer Cyclical: $17.5 Million
Industrials: $13.9 Million
Consumer Defensive: $11.5 Million
Healthcare: $11.2 Million
Energy: $4.36 Million
Other: $8.03 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
