Summit Investment Advisory Services, LLC Portfolio Holdings

Summit Investment Advisory Services, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $189 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $32.3B, Capital Group Growth ETF Shs C with a value of $27.1B, Ishares Core Dividend Growth E with a value of $23.4B, Capital Group Core Equity ETF with a value of $20.7B, and Spdr Portfolio S&P 600 Small C with a value of $9.81B.

Examining the 13F form we can see an increase of $103B in the current position value, from $85.1B to 189B.

Summit Investment Advisory Services, LLC is based out at Roseville, MN

Below you can find more details about Summit Investment Advisory Services, LLC portfolio as well as his latest detailed transactions.