Summit Asset Management, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $573 Million distributed in 166 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $54.8M, Schwab Strategic Tr Us Large C with a value of $34.3M, Schwab Strategic U.S. Mid Cap with a value of $32.5M, Vaneck Morningstar Wide Moat E with a value of $32M, and Schwab Strategic Tr Intl Eqty with a value of $30.6M.
Examining the 13F form we can see an decrease of $327M in the current position value, from $900M to 573M.
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
$573 Million
ETFs: $427 Million
Financial Services: $37.9 Million
Technology: $25.7 Million
Consumer Cyclical: $23.1 Million
Industrials: $19 Million
Consumer Defensive: $12.2 Million
Healthcare: $11 Million
Energy: $4.9 Million
Other: $9.06 Million
Stock Holdings Table Market Cap. of $200 Billions or more
