Summit Investment Advisory Services, LLC Reduced Holdings in Q1 2025

Summit Investment Advisory Services, LLC

  • $204 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
-33.1K
- 4.11%
$33.98 - $39.84 $1.12M - $1.32M
772K $26.4B
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.1K
- 5.57%
$92.45 - $106.69 $379K - $437K
69.6K $6.46B
SPMD
Spdr Portfolio

ETFs
-7.71K
- 23.73%
$50.21 - $57.73 $387K - $445K
24.8K $1.27B
SPYG
Spdr Portfolio

ETFs
-1.57K
- 4.65%
$80.05 - $92.39 $125K - $145K
32.1K $2.58B
IVE
Ishares S&P 500 Value ETF

ETFs
-1.77K
- 10.21%
$185.78 - $198.58 $330K - $352K
15.6K $2.97B
VUG
Vanguard Growth ETF

ETFs
-153
- 2.49%
$369.1 - $427.61 $56.5K - $65.4K
6K $2.23B
VTI
Vanguard Total Stock Market Et

ETFs
-4
- 0.02%
$271.18 - $303.12 $1.08K - $1.21K
18.6K $5.1B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.29K
- 2.99%
$57.21 - $65.8 $73.7K - $84.8K
41.7K $2.44B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3.81K
- 20.11%
$40.03 - $46.81 $153K - $178K
15.1K $617M
DGRO
Ishares Core Dividend Growth E

ETFs
-5.88K
- 1.6%
$60.46 - $64.42 $355K - $378K
362K $22.4B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-345
- 3.21%
$102.49 - $119.96 $35.4K - $41.4K
10.4K $1.09B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-467
- 0.85%
$32.49 - $37.99 $15.2K - $17.7K
54.6K $1.83B
ARKG
Ark Genomic Revolution ETF (De

ETFs
-3.23K
- 21.18%
$20.76 - $29.81 $67.1K - $96.3K
12K $250M
IVV
Ishares Core S&P 500 ETF

ETFs
-118
- 7.99%
$554.06 - $615.85 $65.4K - $72.7K
1.36K $764M
SPY
Spdr S&P 500 ETF Trust

ETFs
-49
- 1.71%
$551.42 - $612.93 $27K - $30K
2.82K $1.58B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-61
- 2.53%
$307.43 - $357.48 $18.8K - $21.8K
2.35K $725M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.83K
- 25.35%
$21.75 - $24.28 $83.3K - $93K
11.3K $249M
KOMP
Spdr S&P Kensho New Economies

ETFs
-544
- 4.14%
$46.49 - $54.36 $25.3K - $29.6K
12.6K $585M
HEFA
Ishares Currency Hedged Msci E

ETFs
-2.99K
- 12.41%
$34.83 - $37.52 $104K - $112K
21.1K $766M
VTV
Vanguard Value ETF

ETFs
-571
- 6.77%
$167.73 - $179.21 $95.8K - $102K
7.87K $1.36B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-217
- 13.73%
$168.16 - $186.21 $36.5K - $40.4K
1.36K $233M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-17
- 0.13%
$64.88 - $72.1 $1.1K - $1.23K
12.7K $834M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-424
- 1.31%
$49.78 - $53.19 $21.1K - $22.6K
32K $1.63B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-80
- 7.19%
$196.12 - $229.48 $15.7K - $18.4K
1.03K $209M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-144
- 4.36%
$75.47 - $84.24 $10.9K - $12.1K
3.16K $243M
BOND
Pimco Active Bond Exchange Tra

ETFs
-274
- 4.87%
$89.27 - $92.9 $24.5K - $25.5K
5.36K $495M
VIG
Vanguard Dividend Appreciation

ETFs
-33
- 1.12%
N/A
2.92K $566M
FTCS
First Trust Capital Strength E

ETFs
-141
- 4.53%
$86.39 - $91.35 $12.2K - $12.9K
2.97K $266M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-126
- 0.5%
$87.68 - $94.52 $11K - $11.9K
25K $2.35B
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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