Summit Trail Advisors, LLC Asset Management

Summit Trail Advisors, LLC

  • $3 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$80.1B
$22.4 Million 0.75% of portfolio
163,622
Q1 2025 Added 0.75%
$99.3B
$3.31 Million 0.11% of portfolio
23,681
Q1 2025 Added 12.48%
$106B
$1.08 Million 0.04% of portfolio
9,328
Q1 2025 Added 58.88%
$21.4B
$664,000 0.02% of portfolio
7,234
Q1 2025 Added 45.58%
$55.3B
$628,000 0.02% of portfolio
1,299
Q1 2025 Added 42.59%
$0
$426,000 0.01% of portfolio
15,000
Q1 2024 Reduced 4.61%
$29.6B
$376,000 0.01% of portfolio
2,570
Q1 2025 Added 101.89%
$2.9B
$337,000 0.01% of portfolio
25,566
Q1 2025 New
$3.96B
$335,000 0.01% of portfolio
8,755
Q4 2024 New
$0
$239,000 0.01% of portfolio
10,805
Q1 2025 Added 11.85%
$0
$228,000 0.01% of portfolio
16,000
Q1 2025 New
$0
$177,000 0.01% of portfolio
16,849
Q1 2025 New
$400M
$158,000 0.01% of portfolio
13,500
Q3 2024 New
$0
$149,000 0.0% of portfolio
14,694
Q1 2025 Added 2.4%
$0
$142,000 0.0% of portfolio
17,841
Q1 2025 Added 1.68%
$0
$123,000 0.0% of portfolio
12,377
Q1 2025 Added 3.18%
$0
$121,000 0.0% of portfolio
10,537
Q1 2025 Added 3.42%
$0
$120,000 0.0% of portfolio
12,717
Q1 2025 Added 3.33%
$0
$119,000 0.0% of portfolio
10,202
Q1 2025 New
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