Summit Investment Advisory Services, LLC Portfolio Holdings by Sector
Summit Investment Advisory Services, LLC
- $194 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
CGDV CGGR DGRO SPTM IVW ITOT IVE SPYG 54 stocks |
$151 Million
94.28% of portfolio
|
  34  
|
  15  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5.38 Million
3.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
EVT ETY ETV ETW EXG 5 stocks |
$2.1 Million
1.31% of portfolio
|
  5  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$335,202
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$328,300
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
PEG 1 stocks |
$312,697
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$245,676
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$229,389
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
BSX 1 stocks |
$226,158
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|