Summit Trail Advisors, LLC Software—Application

Summit Trail Advisors, LLC

  • $7.06 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.8B
$18.4 Million 0.26% of portfolio
128,973
Q3 2025 Added 13.19%
$40.3B
$17.1 Million 0.24% of portfolio
50,625
Q3 2025 Reduced 0.65%
$5.32B
$16.2 Million 0.23% of portfolio
305,698
Q3 2025 Added 20.71%
$181B
$15.9 Million 0.23% of portfolio
162,173
Q3 2025 Added 1.06%
$237B
$11.6 Million 0.16% of portfolio
49,047
Q3 2025 Added 1.17%
$7.02B
$7.52 Million 0.11% of portfolio
38,839
Q3 2025 Reduced 0.31%
$182B
$6.58 Million 0.09% of portfolio
9,638
Q3 2025 Added 15.54%
$169B
$6 Million 0.09% of portfolio
6,520
Q3 2025 Added 25.46%
$163B
$4.05 Million 0.06% of portfolio
5,631
Q3 2025 Added 44.94%
$2.83B
$3.52 Million 0.05% of portfolio
129,845
Q3 2025 Added 72.71%
$53.1B
$3.38 Million 0.05% of portfolio
13,762
Q3 2025 Added 109.98%
$86.4B
$2.85 Million 0.04% of portfolio
8,126
Q3 2025 Added 90.84%
$19.5B
$2.59 Million 0.04% of portfolio
4,958
Q3 2025 Added 113.71%
$5.87B
$2.55 Million 0.04% of portfolio
53,920
Q3 2025 Reduced 2.36%
$21.1B
$2.51 Million 0.04% of portfolio
30,459
Q3 2025 Added 94.08%
$46.4B
$2.36 Million 0.03% of portfolio
9,789
Q3 2025 Added 163.15%
$82.2B
$2.28 Million 0.03% of portfolio
10,109
Q3 2025 Added 38.84%
$44B
$2.07 Million 0.03% of portfolio
1,382
Q3 2025 Added 439.84%
$11B
$1.89 Million 0.03% of portfolio
47,127
Q3 2025 New
$13.5B
$1.88 Million 0.03% of portfolio
38,781
Q3 2025 Added 185.15%
$11.9B
$1.65 Million 0.02% of portfolio
32,002
Q3 2025 Added 198.5%
$4.09B
$1.64 Million 0.02% of portfolio
161,267
Q3 2025 Added 389.36%
$21.3B
$1.59 Million 0.02% of portfolio
17,867
Q3 2025 New
$20.5B
$1.58 Million 0.02% of portfolio
7,797
Q3 2025 Added 4.64%
$19B
$1.51 Million 0.02% of portfolio
3,226
Q3 2025 Added 668.1%
$2.33B
$1.39 Million 0.02% of portfolio
49,156
Q3 2025 New
$11.1B
$1.33 Million 0.02% of portfolio
6,506
Q3 2025 Added 281.14%
$8.24B
$1.27 Million 0.02% of portfolio
8,004
Q3 2025 Added 52.14%
$4.67B
$1.27 Million 0.02% of portfolio
22,051
Q3 2025 New
$9.88B
$1.21 Million 0.02% of portfolio
18,766
Q3 2025 Reduced 10.02%
$18.7B
$1.18 Million 0.02% of portfolio
5,154
Q3 2025 New
$1.55B
$1.16 Million 0.02% of portfolio
108,845
Q3 2025 Added 72.85%
$279B
$1.1 Million 0.02% of portfolio
4,098
Q3 2025 Added 9.13%
$1.87B
$1.05 Million 0.01% of portfolio
3,261
Q3 2025 Added 11.15%
$18.6B
$1.04 Million 0.01% of portfolio
21,137
Q3 2025 Added 184.44%
$174B
$1.03 Million 0.01% of portfolio
6,910
Q3 2025 Added 9.73%
$9.97B
$1.02 Million 0.01% of portfolio
4,924
Q3 2025 Added 62.03%
$8.64B
$1.01 Million 0.01% of portfolio
11,953
Q3 2025 Added 83.1%
$10.3B
$603,000 0.01% of portfolio
8,270
Q3 2025 Added 49.12%
$5.67B
$529,000 0.01% of portfolio
1,645
Q3 2025 New
$7.96B
$472,000 0.01% of portfolio
21,450
Q3 2025 Reduced 35.58%
$5B
$384,000 0.01% of portfolio
1,395
Q3 2025 Added 8.22%
$3.86B
$297,000 0.0% of portfolio
6,610
Q3 2025 New
$1.71B
$258,000 0.0% of portfolio
21,567
Q3 2025 New
$20.1B
$210,000 0.0% of portfolio
34,970
Q3 2025 New
$711M
$127,000 0.0% of portfolio
11,882
Q3 2025 New
$667M
$78,000 0.0% of portfolio
21,378
Q3 2025 Added 18.61%
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