Summit Investment Advisory Services, LLC Incresed Positions in Q1 2025

Summit Investment Advisory Services, LLC

  • $204 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Franklin Templeton ETF Tr
799K
+ 936.02%
N/A
885K $23.6B
CGDV
Capital Group Divid Value ETF

ETFs
10K
+ 1.09%
$34.95 - $37.36 $350K - $374K
931K $33.2B
MINO
Pimco ETF Tr Municipal Income

ETFs
4.17K
+ 24.39%
$44.44 - $45.83 $185K - $191K
21.3K $952M
CGXU
Capital Group Intl Focus Equit

ETFs
5.46K
+ 27.66%
$24.59 - $26.59 $134K - $145K
25.2K $617M
VO
Vanguard Mid Cap ETF

ETFs
539
+ 17.63%
$251.87 - $277.95 $136K - $150K
3.6K $930M
AAPL
Apple Inc.

Technology
717
+ 54.69%
$209.68 - $247.1 $150K - $177K
2.03K $450M
NVDA
Nvidia Corp

Technology
1.43K
+ 83.96%
$106.98 - $149.43 $153K - $214K
3.14K $341M
MSFT
Microsoft Corp

Technology
354
+ 44.53%
$375.39 - $447.2 $133K - $158K
1.15K $431M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
91
+ 16.79%
$442.66 - $534.52 $40.3K - $48.6K
633 $337M
Pimco ETF Tr
2.64K
+ 22.59%
N/A
14.4K $378M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
91
+ 1.29%
$48.65 - $53.06 $4.43K - $4.83K
7.14K $371M
FVD
First Tr Value Line Divid Inde

ETFs
110
+ 1.52%
$42.61 - $45.51 $4.69K - $5.01K
7.36K $328M
VIDI
Vident Intl Equity Fd

ETFs
2
+ 0.02%
$24.53 - $26.95 $49.1 - $53.9
9.7K $253M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
341
+ 2.39%
$8.11 - $8.58 $2.77K - $2.93K
14.6K $119M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
510
+ 2.39%
$8.24 - $8.68 $4.2K - $4.43K
21.8K $180M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
292
+ 1.32%
$78.0 - $84.37 $22.8K - $24.6K
22.5K $1.79B
PEG
Public Service Enterprise Group Inc

Utilities
76
+ 2.05%
$78.2 - $90.39 $5.94K - $6.87K
3.78K $311M
VUSE
ETF Ser Solutions

ETFs
8
+ 0.12%
$55.51 - $62.63 $444 - $501
6.61K $375M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
345
+ 2.08%
$13.24 - $14.63 $4.57K - $5.05K
17K $224M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
725
+ 1.57%
$14.21 - $15.67 $10.3K - $11.4K
46.8K $668M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.32%
$507.05 - $563.67 $1.52K - $1.69K
935 $480M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
138
+ 0.38%
$22.77 - $24.73 $3.14K - $3.41K
36.6K $851M
IWR
Ishares Russell Mid Cap ETF

ETFs
2
+ 0.03%
$82.81 - $92.93 $166 - $186
7.69K $654M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.32K
+ 12.27%
$47.25 - $67.02 $62.2K - $88.3K
12K $573M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.05%
$198.1 - $229.79 $198 - $230
2.12K $423M
ITOT
Ishares Core S&P Total U.S. St

ETFs
426
+ 1.53%
$120.29 - $134.6 $51.2K - $57.3K
28.2K $3.44B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.42K
+ 1.03%
$67.03 - $74.61 $95.4K - $106K
139K $9.46B
Fidelity Covington Trust
9.34K
+ 3.28%
N/A
294K $8.67B
CGUS
Capital Group Core Equity ETF
2.92K
+ 0.46%
$33.08 - $36.62 $96.7K - $107K
634K $21.2B
Activity Summary
Buys All Purchases 32 New Holdings 2 Increased Positions 30 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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