Summit Investment Advisors, Inc. Portfolio Holdings by Sector
Summit Investment Advisors, Inc.
- $113 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BSJP IWF BSCR BSJQ IBHF BSCP IWB IBDS 38 stocks |
$103 Million
91.66% of portfolio
|
38
|
- |
38
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.66 Million
1.48% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.42 Million
1.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.11 Million
0.99% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CINF 1 stocks |
$851,258
0.76% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$778,886
0.69% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$716,650
0.64% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$596,605
0.53% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$521,641
0.46% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
LPLA 1 stocks |
$427,166
0.38% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
TROW 1 stocks |
$300,272
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$274,099
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$257,123
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Credit Services | Financial Services
V 1 stocks |
$220,878
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$220,012
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|