Summit Investment Advisors, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $113 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Et Sf Idxd Fd Tr Bulle with a value of $10.5B, Ishares Russell 1000 Gr ETF with a value of $8.08B, Invesco Et Self Idxd Fd Tr Bul with a value of $7.91B, Invesco Etsf Fd Tr Bulletshare with a value of $6.61B, and Ishares Tr Ibonds 2026 Term Hi with a value of $6.53B.

Examining the 13F form we can see an increase of $113B in the current position value.

Summit Investment Advisors, Inc. is based out at Hunt Valley, MD

Below you can find more details about Summit Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $113 Billion
ETFs: $104 Billion
Technology: $3.16 Billion
Financial Services: $2.02 Billion
Consumer Cyclical: $1.11 Billion
Consumer Defensive: $854 Million
Communication Services: $522 Million
Industrials: $274 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $113 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 55 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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