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Summit Investment Advisory Services

Latest statistics and disclosures from Summit Investment Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are CGDV, CGGR, DGRO, CGUS, SPTM, and represent 58.85% of Summit Investment Advisory Services's stock portfolio.
Added to shares of these 10 stocks: IJH, BRK.B, SPSM, NVDA, IJK, MTUM, VTI, SPDW, IVV, MSFT.
Started 5 new stock positions in MTUM, BRK.B, IJK, NVDA, SPDW.
Reduced shares in these 10 stocks: DGRO, CGGR, CGUS, INCM, CGDV, IVW, DVAL, IVE, SPTM, BOND.
Sold out of its position in DVAL.
Summit Investment Advisory Services was a net seller of stock by $-1.6M.
Summit Investment Advisory Services has $169M in assets under management (AUM), dropping by 6.34%.
Central Index Key (CIK): 0001914395

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Positions held by Summit Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Summit Investment Advisory Services

Summit Investment Advisory Services holds 68 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Dividend Value Shs Creation Uni (CGDV)	15.9	$27M		825k	32.50	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	14.1	$24M	-7%	742k	31.99	View chart
Ishares Tr Core Div Grwth (DGRO)	13.5	$23M	-8%	393k	58.06	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	10.5	$18M	-4%	571k	31.16	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	4.9	$8.3M		129k	64.15	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	4.7	$7.9M	+3%	185k	43.04	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	4.4	$7.5M	-2%	89k	84.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.9	$4.9M	+4%	19k	259.90	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.3	$3.9M	-3%	21k	186.81	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.9	$3.2M		28k	115.30	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.8	$3.1M	+398%	50k	60.74	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.3	$2.2M		27k	83.58	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$2.2M		6.3k	344.19	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.2	$1.9M		56k	34.82	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.9	$1.6M	-24%	61k	26.08	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$1.5M		6.7k	228.59	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.9	$1.5M	+5%	24k	62.62	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.9	$1.5M	+5%	20k	73.15	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$1.4M		13k	110.52	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$1.4M		8.7k	162.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$1.4M		2.7k	523.16	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.8	$1.3M	+3%	24k	53.34	View chart
Vanguard World Mega Grwth Ind (MGK)	0.7	$1.2M		4.1k	286.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$954k	+19%	1.8k	525.80	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.5	$928k		39k	23.60	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$921k		8.4k	110.20	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.5	$913k	+13%	18k	50.10	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$901k	+10%	12k	76.19	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.5	$878k		25k	34.88	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$739k	+16%	16k	45.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$738k		3.0k	249.88	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$633k		7.5k	84.09	View chart
Spdr Ser Tr S&p Kensho New (KOMP)	0.4	$614k		13k	48.08	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.3	$586k		44k	13.36	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$581k	+5%	3.2k	182.59	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.3	$542k	-2%	19k	28.76	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$511k		10k	50.08	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$492k		8.0k	61.53	View chart
Microsoft Corporation (MSFT)	0.3	$478k	+34%	1.1k	420.79	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$469k	+5%	2.2k	210.26	View chart
Medtronic SHS (MDT)	0.3	$466k	+16%	5.3k	87.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$431k	-10%	897.00	480.80	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$408k		2.2k	186.87	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$383k	-21%	4.2k	91.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$360k	+35%	4.9k	74.22	View chart
Etf Ser Solutions Vident Us Equity (VUSE)	0.2	$357k		6.6k	54.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$335k	+30%	2.0k	164.35	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.2	$327k		8.1k	40.37	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$325k	-22%	7.7k	42.23	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$321k		6.8k	47.46	View chart
Apple (AAPL)	0.2	$316k	+56%	1.8k	171.48	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$294k		873.00	337.05	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$261k		3.0k	85.64	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$259k		3.8k	67.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$258k	NEW	613.00	420.52	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$254k		1.4k	179.11	View chart
Public Service Enterprise (PEG)	0.1	$252k	+2%	3.8k	66.78	View chart
Eaton Vance Tax-advntg Glbl Di (ETG)	0.1	$237k	-5%	13k	18.25	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$233k		3.8k	62.06	View chart
Etf Ser Solutions Vident Internati (VIDI)	0.1	$231k		9.2k	25.01	View chart
NVIDIA Corporation (NVDA)	0.1	$219k	NEW	242.00	903.62	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$208k	NEW	2.3k	91.25	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$207k	NEW	1.1k	187.28	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.1	$206k	-3%	5.3k	38.89	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$206k	NEW	5.7k	35.84	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.1	$201k	+2%	16k	12.93	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.1	$163k	+2%	20k	8.20	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$109k	+2%	13k	8.16	View chart

Past Filings by Summit Investment Advisory Services

SEC 13F filings are viewable for Summit Investment Advisory Services going back to 2022

Summit Investment Advisory Services 2024 Q1 filed April 18, 2024
Summit Investment Advisory Services 2023 Q4 filed Jan. 18, 2024
Summit Investment Advisory Services 2023 Q3 filed Oct. 10, 2023
Summit Investment Advisory Services 2023 Q2 filed July 26, 2023
Summit Investment Advisory Services 2023 Q1 filed April 17, 2023
Summit Investment Advisory Services 2022 Q4 filed Feb. 2, 2023

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