Summit Asset Management, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $866 Million distributed in 166 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $345M, Schwab Strategic Tr Us Dividen with a value of $51.9M, Schwab Strategic Tr Us Large C with a value of $34.2M, Schwab Strategic Tr Intl Eqty with a value of $33.6M, and Schwab Strategic U.S. Mid Cap with a value of $33M.
Examining the 13F form we can see an increase of $22.5M in the current position value, from $844M to 866M.
Summit Asset Management, LLC is based out at Memphis, TN
Below you can find more details about Summit Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$866 Million
ETFs: $388 Million
Financial Services: $374 Million
Technology: $27.3 Million
Consumer Cyclical: $19.2 Million
Industrials: $16.4 Million
Consumer Defensive: $12.1 Million
Healthcare: $11.9 Million
Energy: $4.38 Million
Other: $9.58 Million
Stock Holdings Table Market Cap. of $200 Billions or more
