Summit Trail Advisors, LLC Asset Management

Summit Trail Advisors, LLC

  • $7.06 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$78.4B
$23.2 Million 0.33% of portfolio
174,122
Q3 2025 Added 4.88%
$98.1B
$6.64 Million 0.09% of portfolio
38,891
Q3 2025 Added 20.85%
$103B
$3.22 Million 0.05% of portfolio
24,766
Q3 2025 Added 29.15%
$6.09B
$2.65 Million 0.04% of portfolio
156,668
Q3 2025 Added 84.62%
$89.3B
$2.65 Million 0.04% of portfolio
24,319
Q3 2025 Added 38.12%
$11B
$2.44 Million 0.03% of portfolio
105,308
Q3 2025 Added 27.55%
$47B
$1.9 Million 0.03% of portfolio
3,872
Q3 2025 Added 254.25%
$23B
$1.88 Million 0.03% of portfolio
18,340
Q3 2025 Added 114.63%
$42.9B
$1.86 Million 0.03% of portfolio
16,065
Q3 2025 Added 62.83%
$0
$1.83 Million 0.03% of portfolio
146,027
Q2 2025 New
$26.6B
$1.79 Million 0.03% of portfolio
13,273
Q3 2025 Added 109.22%
$9.87B
$1.63 Million 0.02% of portfolio
6,839
Q3 2025 Added 144.69%
$7.17B
$1.52 Million 0.02% of portfolio
34,149
Q3 2025 New
$11B
$1.47 Million 0.02% of portfolio
17,336
Q3 2025 Added 206.45%
$10.7B
$1.24 Million 0.02% of portfolio
54,168
Q3 2025 New
$21.1B
$1.15 Million 0.02% of portfolio
13,845
Q3 2025 Added 386.3%
$0
$550,000 0.01% of portfolio
15,000
Q1 2024 Reduced 4.61%
$4.11B
$510,000 0.01% of portfolio
8,891
Q3 2025 Added 7.48%
$0
$455,000 0.01% of portfolio
22,502
Q2 2025 New
$3.83B
$334,000 0.0% of portfolio
8,755
Q4 2024 New
$4.9B
$331,000 0.0% of portfolio
2,456
Q3 2025 New
$1.88B
$326,000 0.0% of portfolio
27,284
Q3 2025 Added 14.06%
$0
$233,000 0.0% of portfolio
11,417
Q3 2025 Added 1.46%
$0
$180,000 0.0% of portfolio
10,711
Q2 2025 New
$0
$177,000 0.0% of portfolio
17,649
Q3 2025 New
$0
$162,000 0.0% of portfolio
20,491
Q3 2025 New
$0
$158,000 0.0% of portfolio
15,638
Q3 2025 Added 3.8%
$0
$153,000 0.0% of portfolio
18,755
Q3 2025 Added 2.49%
$398M
$150,000 0.0% of portfolio
13,859
Q3 2025 Added 11.54%
$0
$138,000 0.0% of portfolio
13,644
Q3 2025 Added 1.97%
$0
$138,000 0.0% of portfolio
10,991
Q3 2025 Added 5.73%
$0
$136,000 0.0% of portfolio
11,993
Q3 2025 Added 1.82%
$0
$135,000 0.0% of portfolio
14,063
Q3 2025 Added 5.98%
$0
$135,000 0.0% of portfolio
14,083
Q3 2025 Added 2.38%
$0
$135,000 0.0% of portfolio
11,601
Q3 2025 Added 5.69%
$0
$133,000 0.0% of portfolio
11,350
Q3 2025 Added 6.12%
$0
$131,000 0.0% of portfolio
11,294
Q3 2025 Reduced 38.0%
$0
$89,000 0.0% of portfolio
10,305
Q3 2025 New
$0
$42,000 0.0% of portfolio
10,000
Q3 2025 New
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