Summit Place Financial Advisors, LLC Incresed Positions in Q4 2024

Summit Place Financial Advisors, LLC

  • $164 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
6.88K
+ 127.43%
$151.29 - $176.1 $1.04M - $1.21M
12.3K $1.87M
AMZN
Amazon Com Inc

Consumer Cyclical
320
+ 1.98%
$180.88 - $232.93 $57.9K - $74.5K
16.5K $3.62M
V
Visa Inc.

Financial Services
40
+ 0.38%
$273.87 - $320.91 $11K - $12.8K
10.5K $3.32M
WBD
Warner Bros. Discovery, Inc.

Communication Services
23.9K
+ 39.08%
$7.33 - $12.37 $175K - $296K
85.2K $903K
NKE
Nike, Inc.

Consumer Cyclical
7.47K
+ 29.81%
$73.36 - $89.13 $548K - $665K
32.5K $2.46M
SPY
Spdr S&P 500 ETF Trust

ETFs
256
+ 5.0%
$567.81 - $607.81 $145K - $156K
5.37K $3.15M
COST
Costco Wholesale Corp

Consumer Defensive
84
+ 3.74%
$873.59 - $994.69 $73.4K - $83.6K
2.33K $2.14M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
201
+ 8.82%
$521.84 - $558.82 $105K - $112K
2.48K $1.34M
EVR
Evercore Inc.

Financial Services
1
+ 0.02%
$247.66 - $315.67 $248 - $316
4.93K $1.37M
WST
West Pharmaceutical Services Inc

Healthcare
25
+ 0.94%
$285.69 - $344.0 $7.14K - $8.6K
2.7K $883K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
27.1K
+ 215.62%
$22.01 - $66.82 $597K - $1.81M
39.7K $901K
SPOT
Spotify Technology S.A.

Communication Services
18
+ 2.58%
$362.95 - $502.38 $6.53K - $9.04K
716 $320K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1K
+ 11.84%
$50.37 - $50.6 $50.5K - $50.7K
9.46K $476K
SCHA
Schwab Strategic Tr Us Small C

ETFs
25.3K
+ 100.4%
$25.33 - $51.16 $640K - $1.29M
50.5K $1.3M
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.69%
$280.04 - $302.45 $1.4K - $1.51K
730 $211K
Ge Healthcare Technologies I
867
+ 2.54%
N/A
35.1K $0
SBUX
Starbucks Corp

Consumer Cyclical
35
+ 0.81%
$87.44 - $102.5 $3.06K - $3.59K
4.34K $395K
PG
Procter & Gamble CO

Consumer Defensive
108
+ 0.87%
$161.05 - $179.7 $17.4K - $19.4K
12.5K $2.1M
ADUS
Addus Home Care Corp

Healthcare
80
+ 0.86%
$118.27 - $133.01 $9.46K - $10.6K
9.41K $1.18M
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
677
+ 1.48%
$26.38 - $35.44 $17.9K - $24K
46.5K $1.23M
MLM
Martin Marietta Materials Inc

Basic Materials
23
+ 0.39%
$516.5 - $619.58 $11.9K - $14.3K
5.86K $3.03M
HIG
Hartford Financial Services Group, Inc.

Financial Services
835
+ 3.22%
$107.06 - $123.74 $89.4K - $103K
26.7K $2.93M
KO
Coca Cola CO

Consumer Defensive
658
+ 3.0%
$61.74 - $71.71 $40.6K - $47.2K
22.6K $1.41M
ANDE
Andersons, Inc.

Consumer Defensive
50
+ 0.23%
$39.75 - $50.0 $1.99K - $2.5K
22.2K $901K
SCHX
Schwab Strategic Tr Us Large C

ETFs
92.6K
+ 172.99%
$22.4 - $68.28 $2.07M - $6.32M
146K $3.39M
UNH
Unitedhealth Group Inc

Healthcare
249
+ 5.07%
$485.52 - $625.25 $121K - $156K
5.16K $2.61M
JNJ
Johnson & Johnson

Healthcare
90
+ 0.5%
$143.34 - $165.86 $12.9K - $14.9K
18.2K $2.64M
ALC
Alcon Inc

Healthcare
235
+ 0.76%
$83.87 - $99.15 $19.7K - $23.3K
31.3K $2.65M
Activity Summary
Buys All Purchases 35 New Holdings 6 Increased Positions 29 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Summit Place Financial Advisors, LLC Portfolio

Follow Summit Place Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Place Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Place Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email