Summit Investment Advisors

Summit Investment Advisors as of June 30, 2025

Portfolio Holdings for Summit Investment Advisors

Summit Investment Advisors holds 55 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 9.4 $11M 493k 23.07
Ishares Tr Rus 1000 Grw Etf (IWF) 7.1 $8.7M 20k 431.92
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 7.0 $8.5M 432k 19.70
Ishares Tr Ibonds 2026 Term (IBHF) 5.8 $7.0M 304k 23.15
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 5.4 $6.6M 282k 23.31
Ishares Tr Ibonds 27 Etf (IBDS) 5.2 $6.4M 262k 24.23
Ishares Tr Rus 1000 Etf (IWB) 5.2 $6.3M 18k 341.56
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 4.1 $4.9M 253k 19.53
Ishares Tr Ibonds Dec2026 (IBDR) 3.7 $4.5M 187k 24.18
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.7 $4.5M 8.1k 553.91
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 3.5 $4.3M 178k 24.09
Ishares Tr Rus 1000 Val Etf (IWD) 3.1 $3.8M 20k 192.76
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW) 2.5 $3.0M 79k 37.96
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.4 $3.0M 16k 181.56
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 2.2 $2.7M 121k 21.96
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 2.1 $2.6M 115k 22.67
Ishares Tr Ibonds 28 Tr Hi (IBHH) 2.0 $2.4M 101k 23.58
Ishares Tr Ibonds 2027 Term (IBHG) 1.8 $2.2M 98k 22.39
Ishares Tr Ibonds 29 Tr Hi (IBHI) 1.6 $1.9M 82k 23.47
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 1.5 $1.9M 87k 21.38
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 1.4 $1.7M 18k 96.76
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 1.4 $1.7M 33k 52.12
Ishares Tr Rus Mid Cap Etf (IWR) 1.2 $1.5M 16k 92.39
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $1.4M 4.7k 305.72
Apple (AAPL) 1.1 $1.4M 6.7k 202.39
Ishares Tr Ibonds 25 Trm Hg (IBHE) 1.1 $1.3M 54k 23.86
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) 1.0 $1.3M 15k 86.14
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.8 $1.0M 50k 20.69
Microsoft Corporation (MSFT) 0.8 $980k 1.9k 524.00
Cincinnati Financial Corporation (CINF) 0.8 $918k 6.3k 146.19
NVIDIA Corporation (NVDA) 0.8 $916k 5.3k 173.72
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.8 $912k 20k 45.92
Amazon (AMZN) 0.7 $889k 4.1k 214.72
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.6 $772k 15k 50.57
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.6 $675k 32k 20.89
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.5 $626k 2.7k 228.06
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.5 $601k 29k 20.53
Ishares Tr Core Msci Eafe (IEFA) 0.5 $557k 6.8k 81.70
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.4 $516k 21k 25.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $497k 869.00 571.42
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.4 $464k 11k 42.76
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.4 $450k 24k 18.76
Lpl Financial Holdings (LPLA) 0.3 $424k 1.1k 369.99
Ishares Tr High Yld Systm B (HYDB) 0.3 $380k 8.1k 47.09
Costco Wholesale Corporation (COST) 0.3 $349k 366.00 952.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $348k 559.00 622.14
Meta Platforms Cl A (META) 0.3 $328k 437.00 750.17
Ishares Tr Us Infrastruc (IFRA) 0.3 $325k 6.5k 50.03
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $299k 2.0k 152.59
T. Rowe Price (TROW) 0.2 $289k 2.8k 103.06
Ishares Tr Select Divid Etf (DVY) 0.2 $262k 2.0k 133.93
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $237k 1.7k 139.20
Vanguard Index Fds Growth Etf (VUG) 0.2 $235k 528.00 444.77
Alphabet Cap Stk Cl A (GOOGL) 0.2 $231k 1.2k 189.20
Procter & Gamble Company (PG) 0.2 $231k 1.5k 150.66