Summit Place Financial Advisors, LLC Reduced Holdings in Q3 2025

Summit Place Financial Advisors, LLC

  • $197 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ICE
Intercontinental Exchange, Inc.

Financial Services
-19.5K
- 77.17%
$167.28 - $188.45 $3.27M - $3.68M
5.78K $974K
CSL
Carlisle Companies Inc

Industrials
-6.75K
- 80.79%
$327.52 - $435.11 $2.21M - $2.94M
1.61K $527K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-11.5K
- 24.92%
$38.58 - $58.24 $444K - $671K
34.7K $1.36M
NFLX
Netflix Inc

Communication Services
-106
- 2.37%
$1147.87 - $1297.18 $122K - $138K
4.36K $5.23M
SG
Sweetgreen, Inc.

Consumer Cyclical
-3.99K
- 8.16%
$7.98 - $16.26 $31.8K - $64.8K
44.8K $357K
CTVA
Corteva, Inc.

Basic Materials
-725
- 1.61%
$67.08 - $77.12 $48.6K - $55.9K
44.3K $3M
DIS
Walt Disney CO

Communication Services
-185
- 0.56%
$112.25 - $124.0 $20.8K - $22.9K
33.1K $3.79M
AVGO
Broadcom Inc.

Technology
-2.35K
- 25.4%
$264.74 - $369.57 $621K - $867K
6.89K $2.27M
ABT
Abbott Laboratories

Healthcare
-1.38K
- 13.45%
$120.51 - $136.62 $167K - $189K
8.91K $1.19M
KO
Coca Cola CO

Consumer Defensive
-436
- 1.82%
$65.67 - $71.67 $28.6K - $31.2K
23.5K $1.56M
SAM
Boston Beer CO Inc

Consumer Defensive
-555
- 32.63%
$191.38 - $226.97 $106K - $126K
1.15K $242K
SPOT
Spotify Technology S.A.

Communication Services
-1
- 0.14%
$620.01 - $738.53 $620 - $739
713 $497K
RYT
Invesco S&P 500 Equal Weight T

ETFs
-25
- 0.15%
N/A
16.9K $0
Ge Healthcare Technologies I
-870
- 2.33%
N/A
36.4K $0
Ge Vernova Inc
-2.17K
- 19.22%
N/A
9.1K $0
MCH
Matthews Asia Fds China Active
-1.3K
- 2.06%
N/A
61.8K $0
ADUS
Addus Home Care Corp

Healthcare
-140
- 1.86%
$104.96 - $118.41 $14.7K - $16.6K
7.4K $872K
IWV
Ishares Russell 3000 ETF

ETFs
-30
- 3.87%
$351.04 - $379.81 $10.5K - $11.4K
745 $282K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-58
- 2.33%
$567.77 - $614.76 $32.9K - $35.7K
2.43K $1.49M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-625
- 2.27%
$119.73 - $134.7 $74.8K - $84.2K
26.9K $3.59M
OHI
Omega Healthcare Investors Inc

Real Estate
-699
- 2.68%
$36.29 - $43.34 $25.4K - $30.3K
25.4K $1.07M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-200
- 7.22%
$103.83 - $179.9 $20.8K - $36K
2.57K $459K
EWS
Ishares Inc Msci Singapore ETF

ETFs
-775
- 0.87%
$25.8 - $29.15 $20K - $22.6K
88K $2.49M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-815
- 0.52%
$24.46 - $26.5 $19.9K - $21.6K
156K $4.12M
MSI
Motorola Solutions, Inc.

Technology
-30
- 0.33%
$408.73 - $490.3 $12.3K - $14.7K
8.97K $4.1M
BX
Blackstone Inc.

Financial Services
-963
- 4.12%
$152.77 - $188.68 $147K - $182K
22.4K $3.83M
WELL
Welltower Inc.

Real Estate
-1.22K
- 5.07%
$150.71 - $178.14 $184K - $217K
22.8K $4.07M
NVDA
Nvidia Corp

Technology
-6.42K
- 11.27%
$153.3 - $186.58 $984K - $1.2M
50.5K $9.43M
RTX
Raytheon Technologies Corp

Industrials
-1.3K
- 4.04%
$144.19 - $167.33 $187K - $217K
30.7K $5.14M
GE
General Electric CO

Industrials
-535
- 3.12%
$244.75 - $305.63 $131K - $164K
16.6K $5.01M
JNJ
Johnson & Johnson

Healthcare
-226
- 1.17%
$155.17 - $185.42 $35.1K - $41.9K
19.2K $3.55M
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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