Summit Investment Advisory Services, LLC Portfolio Holdings by Sector
Summit Investment Advisory Services, LLC
- $204 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
CGDV CGGR DGRO SPTM IVW ITOT IVE SPYG 50 stocks |
$141 Million
93.59% of portfolio
|
  15  
|
  29  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5.1 Million
3.4% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
EVT ETY ETV ETW EXG ACP 6 stocks |
$2.1 Million
1.4% of portfolio
|
  6  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
MDT BSX 2 stocks |
$551,147
0.37% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$450,478
0.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$431,429
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$340,548
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$337,122
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
PEG 1 stocks |
$310,847
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|