Summit Asset Management, LLC Purchases and Sells in Q4 2024

Summit Asset Management, LLC

$900 Million
Q4 2024

Top Buys

Incresed Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBDS	647K + 5668.61%	$23.88 - $24.32 $15.5M - $15.7M	658K $15.8M
AGG	62.8K + 301.06%	$96.64 - $101.23 $6.07M - $6.36M	83.6K $8.11M
EFA	68.6K + 491.76%	$75.1 - $82.99 $5.15M - $5.69M	82.6K $6.24M
SCHV	748K + 271.45%	$25.79 - $80.4 $19.3M - $60.2M	1.02M $26.7M
AMZN	17.4K + 87.98%	$180.88 - $232.93 $3.15M - $4.05M	37.2K $8.16M
TOTL	112K + 196.69%	$39.3 - $41.34 $4.38M - $4.61M	168K $6.63M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCIT	184K New	$80.13 - $83.77 $14.7M - $15.4M	184K $14.8M
USIG	38.5K New	$50.14 - $52.56 $1.93M - $2.02M	38.5K $1.93M
BND	5.74K New	$71.75 - $75.11 $412K - $431K	5.74K $412K
TXRH	1.35K New	$174.04 - $205.27 $235K - $278K	1.35K $243K
DIS	1.91K New	$92.39 - $117.6 $176K - $224K	1.91K $212K
ENB	4.83K New	$40.4 - $43.92 $195K - $212K	4.83K $204K

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHY	-172K - 20.45%	$23.01 - $26.06 $3.96M - $4.48M	669K $15.5M
IHDG	-61.3K - 13.91%	$43.38 - $46.0 $2.66M - $2.82M	379K $16.5M
VGK	-7.06K - 16.79%	$63.27 - $70.31 $447K - $496K	35K $2.22M
IDXX	-50 - 0.64%	$406.92 - $495.42 $20.3K - $24.8K	7.79K $3.22M
AZO	-230 - 9.14%	$2981.19 - $3370.27 $686K - $775K	2.29K $7.32M
BRK-B	-389 - 1.03%	$442.29 - $483.08 $172K - $188K	37.4K $17M

Activity Summary All Purchases 64 New Holdings 9 Increased Positions 55 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 0

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