Summit Investment Advisory Services, LLC Incresed Positions in Q4 2024

Summit Investment Advisory Services, LLC

  • $194 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
26.3K
+ 3.38%
$34.49 - $39.24 $908K - $1.03M
805K $29.9B
CGUS
Capital Group Core Equity ETF
27.5K
+ 4.56%
$33.96 - $36.24 $934K - $997K
631K $22.1B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
8.32K
+ 6.43%
$69.3 - $74.3 $576K - $618K
138K $9.84B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.84K
+ 43.37%
$66.77 - $71.52 $256K - $275K
12.7K $875M
SPYG
Spdr Portfolio

ETFs
794
+ 2.42%
$81.74 - $91.38 $64.9K - $72.6K
33.6K $2.96B
CGDV
Capital Group Divid Value ETF

ETFs
35.8K
+ 4.04%
$35.16 - $37.12 $1.26M - $1.33M
921K $32.5B
Franklin Templeton ETF Tr
10.4K
+ 13.94%
N/A
85.4K $2.23B
VUG
Vanguard Growth ETF

ETFs
1
+ 0.02%
$378.79 - $428.11 $379 - $428
6.16K $2.53B
SPMD
Spdr Portfolio

ETFs
2.56K
+ 8.55%
$54.13 - $59.56 $138K - $152K
32.5K $1.78B
VTI
Vanguard Total Stock Market Et

ETFs
10
+ 0.05%
$280.04 - $302.45 $2.8K - $3.02K
18.6K $5.38B
Pimco ETF Tr
4.15K
+ 54.86%
N/A
11.7K $303M
CGXU
Capital Group Intl Focus Equit

ETFs
5.01K
+ 34.01%
$24.67 - $26.94 $124K - $135K
19.7K $487M
SPY
Spdr S&P 500 ETF Trust

ETFs
50
+ 1.77%
$567.81 - $607.81 $28.4K - $30.4K
2.87K $1.68B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
357
+ 12.12%
$78.43 - $87.17 $28K - $31.1K
3.3K $265M
VO
Vanguard Mid Cap ETF

ETFs
107
+ 3.63%
$261.5 - $284.63 $28K - $30.5K
3.06K $808M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
728
+ 1.6%
$14.38 - $15.35 $10.5K - $11.2K
46.1K $689M
VB
Vanguard Small Cap ETF

ETFs
14
+ 0.21%
$233.76 - $261.58 $3.27K - $3.66K
6.75K $1.62B
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 0.54%
$570.51 - $610.59 $4.56K - $4.88K
1.48K $869M
IWR
Ishares Russell Mid Cap ETF

ETFs
161
+ 2.14%
$87.25 - $95.52 $14K - $15.4K
7.69K $680M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
343
+ 2.11%
$13.61 - $14.58 $4.67K - $5K
16.6K $239M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.54%
$521.84 - $558.82 $2.61K - $2.79K
932 $502M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.3K
+ 4.17%
$51.09 - $55.27 $66.3K - $71.7K
32.4K $1.66B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
94
+ 1.35%
$46.48 - $51.32 $4.37K - $4.82K
7.05K $340M
VUSE
ETF Ser Solutions

ETFs
27
+ 0.41%
$56.9 - $62.14 $1.54K - $1.68K
6.6K $387M
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.13%
$264.18 - $304.19 $264 - $304
753 $211M
FTCS
First Trust Capital Strength E

ETFs
198
+ 6.79%
$87.62 - $94.03 $17.3K - $18.6K
3.11K $273M
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.1K
+ 200.0%
$22.4 - $68.28 $226K - $688K
15.1K $350M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3
+ 0.27%
$201.32 - $217.44 $604 - $652
1.11K $230M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16
+ 3.04%
$442.29 - $483.08 $7.08K - $7.73K
542 $246M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.05%
$216.13 - $242.4 $216 - $242
2.12K $469M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4
+ 0.25%
$176.42 - $186.91 $706 - $748
1.58K $282M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
493
+ 2.37%
$8.36 - $8.71 $4.12K - $4.29K
21.3K $180M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3
+ 0.13%
$90.66 - $99.46 $272 - $298
2.25K $204M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
331
+ 2.38%
$8.17 - $8.66 $2.7K - $2.87K
14.3K $117M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
62
+ 0.58%
$113.92 - $127.38 $7.06K - $7.9K
10.8K $1.24B
VIDI
Vident Intl Equity Fd

ETFs
290
+ 3.08%
$24.64 - $27.19 $7.15K - $7.89K
9.69K $241M
FVD
First Tr Value Line Divid Inde

ETFs
10
+ 0.14%
$43.4 - $46.7 $434 - $467
7.25K $317M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
389
+ 1.08%
$23.75 - $25.68 $9.24K - $9.99K
36.4K $876M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
427
+ 1.96%
$80.93 - $85.66 $34.6K - $36.6K
22.2K $1.79B
MINO
Pimco ETF Tr Municipal Income

ETFs
1
+ 0.01%
$44.94 - $46.07 $44.9 - $46.1
17.1K $771M
VTV
Vanguard Value ETF

ETFs
25
+ 0.3%
$168.32 - $181.87 $4.21K - $4.55K
8.44K $1.43B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.12K
+ 4.49%
$58.46 - $65.6 $65.3K - $73.3K
26K $1.52B
Activity Summary
Buys All Purchases 45 New Holdings 2 Increased Positions 43 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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