Summit Investment Advisory Services

Summit Investment Advisory Services as of March 31, 2025

Portfolio Holdings for Summit Investment Advisory Services

Summit Investment Advisory Services holds 68 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Capital Group Dividend Value Shs Creation Uni (CGDV) 16.3 $33M 931k 35.64
Capital Group Growth Etf Shs Creation Uni (CGGR) 13.0 $26M 772k 34.25
Franklin Templeton Etf Tr Income Focus Etf (INCM) 11.5 $24M 885k 26.63
Ishares Tr Core Div Grwth (DGRO) 11.0 $22M 362k 61.78
Capital Group Core Equity Et Shs Creation Uni (CGUS) 10.4 $21M 634k 33.40
Spdr Ser Tr Portfoli S&p1500 (SPTM) 4.6 $9.5M 139k 68.01
Fidelity Covington Trust Enhanced Small (FESM) 4.3 $8.7M 294k 29.48
Ishares Tr S&p 500 Grwt Etf (IVW) 3.2 $6.5M 70k 92.83
Vanguard Index Fds Total Stk Mkt (VTI) 2.5 $5.1M 19k 274.84
Ishares Tr Core S&p Ttl Stk (ITOT) 1.7 $3.4M 28k 122.01
Ishares Tr S&p 500 Val Etf (IVE) 1.5 $3.0M 16k 190.58
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.3 $2.6M 32k 80.37
Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $2.4M 42k 58.35
Ishares Tr Msci Usa Min Vol (USMV) 1.1 $2.3M 25k 93.66
Vanguard Index Fds Growth Etf (VUG) 1.1 $2.2M 6.0k 370.83
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.9 $1.8M 55k 33.50
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.9 $1.8M 23k 79.86
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.8 $1.6M 32k 51.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.6M 2.8k 559.41
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.5M 6.6k 221.74
Vanguard Index Fds Value Etf (VTV) 0.7 $1.4M 7.9k 172.73
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.6 $1.3M 25k 51.18
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.1M 10k 104.57
Pimco Etf Tr Muni Income Opp (MINO) 0.5 $952k 21k 44.73
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $930k 3.6k 258.62
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.4 $851k 37k 23.27
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $834k 13k 65.76
Ishares Tr Hdg Msci Eafe (HEFA) 0.4 $766k 21k 36.29
Ishares Tr Core S&p500 Etf (IVV) 0.4 $764k 1.4k 562.03
Vanguard World Mega Grwth Ind (MGK) 0.4 $725k 2.3k 308.91
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.3 $668k 47k 14.26
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $654k 7.7k 85.06
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $617k 15k 40.76
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.3 $617k 25k 24.48
Spdr Ser Tr S&p Kensho New (KOMP) 0.3 $585k 13k 46.49
Ark Etf Tr Innovation Etf (ARKK) 0.3 $573k 12k 47.58
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $566k 2.9k 193.97
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $495k 5.4k 92.48
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $481k 935.00 513.88
Apple (AAPL) 0.2 $451k 2.0k 222.13
Vanguard World Mega Cap Index (MGC) 0.2 $440k 2.2k 201.38
Microsoft Corporation (MSFT) 0.2 $431k 1.1k 375.48
Ishares Tr Russell 2000 Etf (IWM) 0.2 $423k 2.1k 199.48
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $378k 14k 26.35
Etf Ser Solutions Vident Us Equity (VUSE) 0.2 $375k 6.6k 56.65
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $371k 7.1k 51.94
NVIDIA Corporation (NVDA) 0.2 $341k 3.1k 108.39
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 0.2 $338k 8.0k 42.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $337k 633.00 532.58
First Tr Value Line Divid In SHS (FVD) 0.2 $328k 7.4k 44.59
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $315k 873.00 361.09
Public Service Enterprise (PEG) 0.2 $311k 3.8k 82.30
Medtronic SHS (MDT) 0.1 $290k 3.2k 89.86
Ishares Tr Core Msci Total (IXUS) 0.1 $281k 4.0k 69.81
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $266k 3.0k 89.64
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $263k 1.4k 188.16
Boston Scientific Corporation (BSX) 0.1 $261k 2.6k 100.88
Etf Ser Solutions Vident Internati (VIDI) 0.1 $253k 9.7k 26.04
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.1 $250k 2.5k 99.49
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $250k 12k 20.76
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $249k 11k 22.08
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $243k 3.2k 77.06
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $233k 1.4k 170.91
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.1 $224k 17k 13.21
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $209k 1.0k 202.20
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.1 $180k 22k 8.25
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $119k 15k 8.14
Aberdeen Income Cred Strat (ACP) 0.0 $59k 10k 5.89