Summit Place Financial Advisors, LLC Portfolio Holdings
Summit Place Financial Advisors, LLC
- $166 Million
- Q1 2025
Summit Place Financial Advisors, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $166 Million distributed in 92 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.51M, Microsoft Corp with a value of $6.36M, Ishares Gold Trust with a value of $6.09M, Nvidia Corp with a value of $6.07M, and Wisdomtree Bloomberg U.S. Doll with a value of $5.77M.
Examining the 13F form we can see an increase of $1.46M in the current position value, from $164M to 166M.
Below you can find more details about Summit Place Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$166 Million
ETFs: $43.2 Million
Technology: $25.1 Million
Consumer Defensive: $16.9 Million
Healthcare: $15.7 Million
Financial Services: $15.5 Million
Industrials: $12.5 Million
Communication Services: $11.5 Million
Consumer Cyclical: $9.88 Million
Other: $15.4 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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