Summit Place Financial Advisors, LLC Incresed Positions in Q2 2025

Summit Place Financial Advisors, LLC

  • $184 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
935
+ 1.67%
$94.31 - $157.99 $88.2K - $148K
57K $9M
MSFT
Microsoft Corp

Technology
320
+ 1.89%
$354.56 - $497.45 $113K - $159K
17.3K $8.59M
URA
Global X Uranium ETF

ETFs
31.9K
+ 77.75%
$20.26 - $38.81 $645K - $1.24M
72.8K $2.83M
AVGO
Broadcom Inc.

Technology
716
+ 8.4%
$146.29 - $275.65 $105K - $197K
9.24K $2.55M
DIS
Walt Disney CO

Communication Services
111
+ 0.33%
$81.72 - $124.01 $9.07K - $13.8K
33.3K $4.13M
XLK
Technology Sector Spdr

ETFs
2.43K
+ 50.56%
$179.73 - $253.23 $437K - $615K
7.24K $1.83M
AMZN
Amazon Com Inc

Consumer Cyclical
1.4K
+ 8.35%
$167.32 - $223.3 $233K - $312K
18.1K $3.97M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
13.3K
+ 72.87%
$50.36 - $50.68 $672K - $677K
31.7K $1.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.52K
+ 6.45%
$19.6 - $24.44 $187K - $233K
157K $3.84M
IAU
Ishares Gold Trust

ETFs
2.93K
+ 2.84%
$56.1 - $64.74 $164K - $190K
106K $6.62M
EWY
Ishares Inc Msci South Korea E

ETFs
485
+ 1.87%
$48.92 - $72.65 $23.7K - $35.2K
26.4K $1.9M
WMT
Walmart Inc.

Consumer Defensive
274
+ 0.63%
$81.79 - $99.98 $22.4K - $27.4K
43.6K $4.27M
IWM
Ishares Russell 2000 ETF

ETFs
925
+ 6.0%
$174.82 - $215.79 $162K - $200K
16.3K $3.53M
NKE
Nike, Inc.

Consumer Cyclical
2.49K
+ 7.91%
$53.27 - $72.04 $132K - $179K
33.9K $2.41M
EVR
Evercore Inc.

Financial Services
251
+ 5.31%
$163.77 - $271.5 $41.1K - $68.1K
4.97K $1.34M
TTWO
Take Two Interactive Software Inc

Communication Services
690
+ 11.75%
$194.58 - $243.05 $134K - $168K
6.56K $1.59M
BX
Blackstone Inc.

Financial Services
971
+ 4.33%
$120.07 - $151.11 $117K - $147K
23.4K $3.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
25
+ 0.46%
$496.48 - $617.85 $12.4K - $15.4K
5.52K $3.41M
CSL
Carlisle Companies Inc

Industrials
90
+ 1.09%
$317.1 - $408.5 $28.5K - $36.8K
8.35K $3.12M
COST
Costco Wholesale Corp

Consumer Defensive
188
+ 7.88%
$908.13 - $1056.85 $171K - $199K
2.58K $2.55M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.15K
+ 3.4%
$90.56 - $109.49 $104K - $126K
35K $3.83M
SLG
Sl Green Realty Corp

Real Estate
3.37K
+ 18.88%
$47.9 - $65.94 $161K - $222K
21.2K $1.31M
EWS
Ishares Inc Msci Singapore ETF

ETFs
152
+ 0.17%
$20.22 - $26.35 $3.07K - $4.01K
88.8K $2.31M
EQR
Equity Residential

Real Estate
3.6K
+ 15.03%
$61.82 - $71.72 $223K - $258K
27.6K $1.86M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11
+ 0.44%
$456.74 - $568.03 $5.02K - $6.25K
2.49K $1.41M
WBD
Warner Bros. Discovery, Inc.

Communication Services
5.2K
+ 5.0%
$7.69 - $11.46 $40K - $59.6K
109K $1.25M
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
2.43K
+ 5.48%
$23.44 - $27.69 $56.8K - $67.1K
46.7K $1.29M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
600
+ 1.51%
$19.1 - $23.83 $11.5K - $14.3K
40.4K $961K
DLR
Digital Realty Trust, Inc.

Real Estate
57
+ 2.04%
$136.11 - $177.69 $7.76K - $10.1K
2.86K $498K
HIG
Hartford Financial Services Group, Inc.

Financial Services
50
+ 0.18%
$109.83 - $131.67 $5.49K - $6.58K
27.6K $3.5M
V
Visa Inc.

Financial Services
125
+ 1.21%
$308.27 - $373.31 $38.5K - $46.7K
10.5K $3.72M
MSI
Motorola Solutions, Inc.

Technology
499
+ 5.87%
$394.72 - $440.39 $197K - $220K
9K $3.78M
EWW
Ishares Inc Msci Mexico ETF

ETFs
1.08K
+ 6.38%
N/A
17.9K $1.02M
VTI
Vanguard Total Stock Market Et

ETFs
30
+ 4.11%
$243.75 - $303.93 $7.31K - $9.12K
760 $230K
SAM
Boston Beer CO Inc

Consumer Defensive
407
+ 31.45%
$187.06 - $249.73 $76.1K - $102K
1.7K $324K
KO
Coca Cola CO

Consumer Defensive
425
+ 1.81%
$68.37 - $73.9 $29.1K - $31.4K
23.9K $1.69M
Ge Healthcare Technologies I
1.38K
+ 3.84%
N/A
37.3K $0
MCH
Matthews Asia Fds China Active
1.09K
+ 1.76%
N/A
63.1K $0
Blackrock Inc
25
+ 0.71%
N/A
3.53K $0
MCD
Mcdonalds Corp

Consumer Cyclical
37
+ 5.33%
$285.55 - $321.23 $10.6K - $11.9K
731 $213K
PG
Procter & Gamble CO

Consumer Defensive
207
+ 1.48%
$157.66 - $172.39 $32.6K - $35.7K
14.2K $2.26M
ZTS
Zoetis Inc.

Healthcare
149
+ 0.78%
$144.41 - $170.3 $21.5K - $25.4K
19.3K $3.01M
COP
Conocophillips

Energy
150
+ 1.28%
$82.66 - $106.1 $12.4K - $15.9K
11.9K $1.07M
JNJ
Johnson & Johnson

Healthcare
341
+ 1.79%
$146.36 - $159.82 $49.9K - $54.5K
19.4K $2.96M
ALC
Alcon Inc

Healthcare
150
+ 0.46%
$82.88 - $98.3 $12.4K - $14.7K
32.9K $2.91M
PEP
Pepsico Inc

Consumer Defensive
62
+ 0.5%
$128.02 - $151.37 $7.94K - $9.38K
12.3K $1.63M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
3.57K
+ 1.69%
$25.77 - $27.23 $92K - $97.2K
215K $5.55M
AAPL
Apple Inc.

Technology
1.35K
+ 3.99%
$172.42 - $223.89 $233K - $302K
35.2K $7.22M
SG
Sweetgreen, Inc.

Consumer Cyclical
2.5K
+ 5.4%
$12.23 - $25.56 $30.6K - $63.9K
48.8K $726K
Activity Summary
Buys All Purchases 58 New Holdings 8 Increased Positions 50 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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