Summit Place Financial Advisors, LLC Incresed Positions in Q1 2025

Summit Place Financial Advisors, LLC

  • $166 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
20.5K
+ 24.77%
$49.74 - $58.96 $1.02M - $1.21M
103K $6.09M
XLK
Technology Sector Spdr

ETFs
3.62K
+ 305.57%
$206.38 - $242.18 $747K - $877K
4.81K $992K
RTX
Raytheon Technologies Corp

Industrials
116
+ 0.36%
$114.1 - $135.66 $13.2K - $15.7K
32.4K $4.29M
SLG
Sl Green Realty Corp

Real Estate
10.7K
+ 149.58%
$55.58 - $68.38 $594K - $731K
17.8K $1.03M
JNJ
Johnson & Johnson

Healthcare
800
+ 4.38%
$142.06 - $167.7 $114K - $134K
19K $3.16M
HIG
Hartford Financial Services Group, Inc.

Financial Services
765
+ 2.86%
$106.31 - $123.73 $81.3K - $94.7K
27.5K $3.4M
TTWO
Take Two Interactive Software Inc

Communication Services
1.81K
+ 44.44%
$178.61 - $217.95 $323K - $394K
5.87K $1.22M
ALC
Alcon Inc

Healthcare
1.53K
+ 4.9%
$82.73 - $96.8 $127K - $148K
32.8K $3.11M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.86K
+ 93.61%
$50.39 - $50.66 $446K - $449K
18.3K $927K
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
15.9K
+ 8.09%
$26.9 - $27.93 $426K - $443K
212K $5.77M
URA
Global X Uranium ETF

ETFs
17.3K
+ 73.37%
$22.92 - $30.98 $397K - $537K
41K $939K
UNH
Unitedhealth Group Inc

Healthcare
377
+ 7.3%
$461.52 - $548.18 $174K - $207K
5.54K $2.9M
PG
Procter & Gamble CO

Consumer Defensive
1.43K
+ 11.43%
$158.56 - $176.26 $227K - $252K
14K $2.38M
KO
Coca Cola CO

Consumer Defensive
900
+ 3.98%
$60.81 - $72.32 $54.7K - $65.1K
23.5K $1.68M
HSY
Hershey CO

Consumer Defensive
1.35K
+ 9.7%
$144.74 - $186.36 $196K - $252K
15.3K $2.62M
EQR
Equity Residential

Real Estate
3.07K
+ 14.68%
$66.98 - $75.02 $205K - $230K
24K $1.71M
WBD
Warner Bros. Discovery, Inc.

Communication Services
18.9K
+ 22.24%
$9.47 - $11.46 $179K - $217K
104K $1.12M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
200
+ 6.31%
$80.53 - $147.57 $16.1K - $29.5K
3.37K $445K
EWS
Ishares Inc Msci Singapore ETF

ETFs
195
+ 0.22%
$21.65 - $24.17 $4.22K - $4.71K
88.6K $2.11M
COP
Conocophillips

Energy
975
+ 9.07%
$88.6 - $105.85 $86.4K - $103K
11.7K $1.23M
EWY
Ishares Inc Msci South Korea E

ETFs
1.36K
+ 5.51%
$51.16 - $58.46 $69.3K - $79.2K
25.9K $1.4M
GOOG
Alphabet Inc.

Communication Services
1.13K
+ 104.75%
$156.06 - $207.71 $176K - $234K
2.2K $343K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
1.96K
+ 7.01%
N/A
29.9K $1.93M
COST
Costco Wholesale Corp

Consumer Defensive
55
+ 2.36%
$890.62 - $1076.86 $49K - $59.2K
2.39K $2.26M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
1.33K
+ 4.12%
$53.35 - $58.68 $71K - $78K
33.6K $1.89M
ANDE
Andersons, Inc.

Consumer Defensive
530
+ 2.38%
$40.06 - $47.81 $21.2K - $25.3K
22.8K $977K
EWW
Ishares Inc Msci Mexico ETF

ETFs
300
+ 1.81%
N/A
16.8K $960K
PFE
Pfizer Inc

Healthcare
630
+ 7.22%
$25.01 - $27.13 $15.8K - $17.1K
9.35K $237K
Ge Healthcare Technologies I
865
+ 2.47%
N/A
35.9K $0
Ge Vernova Inc
113
+ 1.01%
N/A
11.3K $0
Blackrock Inc
5
+ 0.14%
N/A
3.51K $0
MCH
Matthews Asia Fds China Active
12.9K
+ 26.22%
N/A
62K $0
DLR
Digital Realty Trust, Inc.

Real Estate
300
+ 12.0%
$142.1 - $183.56 $42.6K - $55.1K
2.8K $401K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.3K
+ 6.54%
$23.16 - $27.04 $76.4K - $89.2K
53.8K $1.26M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
50
+ 0.13%
$21.23 - $23.75 $1.06K - $1.19K
39.8K $856K
SPY
Spdr S&P 500 ETF Trust

ETFs
121
+ 2.25%
$551.42 - $612.93 $66.7K - $74.2K
5.49K $3.07M
CSL
Carlisle Companies Inc

Industrials
378
+ 4.79%
$326.43 - $408.24 $123K - $154K
8.26K $2.81M
MLM
Martin Marietta Materials Inc

Basic Materials
227
+ 3.87%
$460.39 - $552.64 $105K - $125K
6.09K $2.91M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.57K
+ 1.08%
$21.75 - $24.28 $34.2K - $38.2K
148K $3.26M
IWM
Ishares Russell 2000 ETF

ETFs
911
+ 6.28%
$198.1 - $229.79 $180K - $209K
15.4K $3.07M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.78K
+ 5.53%
$102.49 - $119.96 $182K - $213K
33.9K $3.54M
DIS
Walt Disney CO

Communication Services
859
+ 2.66%
$96.87 - $114.0 $83.2K - $97.9K
33.2K $3.27M
AMZN
Amazon Com Inc

Consumer Cyclical
200
+ 1.21%
$190.26 - $242.06 $38.1K - $48.4K
16.7K $3.18M
MSFT
Microsoft Corp

Technology
555
+ 3.39%
$375.39 - $447.2 $208K - $248K
16.9K $6.36M
AAPL
Apple Inc.

Technology
170
+ 0.51%
$209.68 - $247.1 $35.6K - $42K
33.8K $7.51M
Activity Summary
Buys All Purchases 50 New Holdings 4 Increased Positions 46 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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