Summit Place Financial Advisors, LLC Incresed Positions in Q3 2025

Summit Place Financial Advisors, LLC

  • $197 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
278
+ 0.79%
$202.38 - $256.87 $56.3K - $71.4K
35.5K $9.03M
IAU
Ishares Gold Trust

ETFs
3.13K
+ 2.94%
$61.62 - $72.77 $193K - $227K
109K $7.95M
GOOGL
Alphabet Inc.

Communication Services
922
+ 8.07%
$174.36 - $254.72 $161K - $235K
12.3K $3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
17.9K
+ 56.62%
$50.47 - $50.74 $905K - $910K
49.6K $2.52M
WBD
Warner Bros. Discovery, Inc.

Communication Services
372
+ 0.34%
$10.78 - $19.82 $4.01K - $7.37K
110K $2.14M
URA
Global X Uranium ETF

ETFs
225
+ 0.31%
$36.45 - $50.4 $8.2K - $11.3K
73.1K $3.48M
MLM
Martin Marietta Materials Inc

Basic Materials
45
+ 0.72%
$546.36 - $631.12 $24.6K - $28.4K
6.28K $3.96M
IWM
Ishares Russell 2000 ETF

ETFs
294
+ 1.8%
$214.92 - $244.84 $63.2K - $72K
16.6K $4.02M
HSY
Hershey CO

Consumer Defensive
995
+ 6.9%
$161.95 - $193.45 $161K - $192K
15.4K $2.88M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.3K
+ 3.71%
$108.46 - $120.63 $141K - $157K
36.3K $4.32M
MSFT
Microsoft Corp

Technology
90
+ 0.52%
$491.09 - $535.64 $44.2K - $48.2K
17.4K $8.99M
MPWR
Monolithic Power Systems Inc

Technology
2
+ 0.14%
$711.24 - $922.81 $1.42K - $1.85K
1.41K $1.29M
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
255
+ 0.55%
$27.54 - $32.98 $7.02K - $8.41K
46.9K $1.55M
EWY
Ishares Inc Msci South Korea E

ETFs
285
+ 1.08%
$70.07 - $81.56 $20K - $23.2K
26.7K $2.14M
WMT
Walmart Inc.

Consumer Defensive
55
+ 0.13%
$94.4 - $104.27 $5.19K - $5.73K
43.7K $4.5M
XLK
Technology Sector Spdr

ETFs
20
+ 0.28%
$250.97 - $282.66 $5.02K - $5.65K
7.26K $2.05M
TTWO
Take Two Interactive Software Inc

Communication Services
375
+ 5.71%
$217.37 - $259.96 $81.5K - $97.5K
6.94K $1.79M
EWW
Ishares Inc Msci Mexico ETF

ETFs
3.21K
+ 17.91%
N/A
21.1K $1.2M
GOOG
Alphabet Inc.

Communication Services
380
+ 32.37%
$175.16 - $255.24 $66.6K - $97K
1.55K $378K
PEP
Pepsico Inc

Consumer Defensive
324
+ 2.62%
$133.81 - $152.16 $43.4K - $49.3K
12.7K $1.78M
AMZN
Amazon Com Inc

Consumer Cyclical
495
+ 2.73%
$211.65 - $238.24 $105K - $118K
18.6K $4.09M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
425
+ 1.05%
$23.82 - $25.84 $10.1K - $11K
40.8K $1.05M
MCD
Mcdonalds Corp

Consumer Cyclical
256
+ 35.02%
$291.67 - $316.99 $74.7K - $81.1K
987 $299K
COP
Conocophillips

Energy
292
+ 2.46%
$91.0 - $98.99 $26.6K - $28.9K
12.2K $1.15M
ANDE
Andersons, Inc.

Consumer Defensive
390
+ 1.72%
$34.63 - $41.49 $13.5K - $16.2K
23K $916K
RRX
Regal Rexnord Corp

Industrials
463
+ 16.78%
$137.95 - $159.91 $63.9K - $74K
3.22K $462K
META
Meta Platforms, Inc.

Communication Services
80
+ 28.78%
$695.21 - $791.73 $55.6K - $63.3K
358 $262K
EQR
Equity Residential

Real Estate
1.52K
+ 5.5%
$62.3 - $68.34 $94.4K - $104K
29.1K $1.88M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.13%
$303.93 - $329.86 $304 - $330
761 $249K
Blackrock Inc
15
+ 0.42%
N/A
3.55K $0
SBUX
Starbucks Corp

Consumer Cyclical
255
+ 6.31%
$81.9 - $96.86 $20.9K - $24.7K
4.3K $363K
NKE
Nike, Inc.

Consumer Cyclical
395
+ 1.16%
$69.24 - $79.24 $27.3K - $31.3K
34.3K $2.39M
SLG
Sl Green Realty Corp

Real Estate
345
+ 1.63%
$52.04 - $65.67 $18K - $22.7K
21.6K $1.29M
PG
Procter & Gamble CO

Consumer Defensive
264
+ 1.86%
$150.47 - $161.22 $39.7K - $42.6K
14.4K $2.22M
COST
Costco Wholesale Corp

Consumer Defensive
35
+ 1.36%
$915.95 - $994.57 $32.1K - $34.8K
2.61K $2.42M
V
Visa Inc.

Financial Services
22
+ 0.21%
$332.09 - $358.86 $7.31K - $7.89K
10.5K $3.58M
ZTS
Zoetis Inc.

Healthcare
76
+ 0.39%
$141.13 - $159.19 $10.7K - $12.1K
19.4K $2.83M
ALC
Alcon Inc

Healthcare
970
+ 2.94%
$73.24 - $92.22 $71K - $89.5K
33.9K $2.53M
Activity Summary
Buys All Purchases 53 New Holdings 14 Increased Positions 39 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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