Summit Investment Advisory Services, LLC Portfolio Holdings by Sector
Summit Investment Advisory Services, LLC
- $251 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
CGDV CGGR DGRO SPTM IVW ITOT SPYG IVE 58 stocks |
$173 Million
94.34% of portfolio
|
  31  
|
  21  
|
  5  
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$6.15 Million
3.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ETY EVT ETV EXG ACP 5 stocks |
$1.69 Million
0.92% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT BSX 2 stocks |
$560,634
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$376,199
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$345,532
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$344,830
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ENTG 1 stocks |
$335,815
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PEG 1 stocks |
$308,885
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$272,485
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|