Summit Place Financial Advisors, LLC Portfolio Holdings
Summit Place Financial Advisors, LLC
- $164 Million
- Q4 2024
Summit Place Financial Advisors, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $164 Million distributed in 90 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.43M, Nvidia Corp with a value of $7.52M, Microsoft Corp with a value of $6.91M, Wisdomtree Bloomberg U.S. Doll with a value of $5.42M, and Netflix Inc with a value of $4.23M.
Examining the 13F form we can see an decrease of $6.12M in the current position value, from $170M to 164M.
Below you can find more details about Summit Place Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$164 Million
ETFs: $38.6 Million
Technology: $28.9 Million
Consumer Defensive: $16.8 Million
Healthcare: $16.1 Million
Financial Services: $15.5 Million
Communication Services: $11.7 Million
Industrials: $11.5 Million
Consumer Cyclical: $10.7 Million
Other: $14.3 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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