Summit Asset Management, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $900 Million distributed in 161 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $340M, Schwab Strategic Tr Us Dividen with a value of $53.2M, Schwab Strategic Tr Us Large C with a value of $38.2M, Schwab Strategic U.S. Mid Cap with a value of $34.1M, and Vaneck Morningstar Wide Moat E with a value of $31.5M.
Examining the 13F form we can see an increase of $33.5M in the current position value, from $866M to 900M.
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
$900 Million
ETFs: $424 Million
Financial Services: $370 Million
Technology: $28.4 Million
Consumer Cyclical: $22.8 Million
Industrials: $16.7 Million
Consumer Defensive: $11.9 Million
Healthcare: $9.72 Million
Communication Services: $4.53 Million
Other: $8.54 Million
Stock Holdings Table Market Cap. of $200 Billions or more
