$368 Million is the total value of Summit Asset Management, LLC's 150 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 5.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $39,129,620 | -1.6% | 552,991 | +0.9% | 10.62% | +1.3% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $23,591,476 | -3.6% | 348,574 | +1.2% | 6.41% | -0.7% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $23,579,150 | -3.7% | 324,246 | -0.7% | 6.40% | -0.8% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $22,031,123 | -3.3% | 648,737 | +1.5% | 5.98% | -0.4% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $21,312,329 | -2.9% | 281,017 | +2.2% | 5.79% | +0.0% |
| SCHY | Buy | SCHWAB STRATEGIC TRinternl divid | $16,235,194 | -2.8% | 705,878 | +1.2% | 4.41% | +0.2% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $16,206,673 | -3.4% | 251,422 | +0.5% | 4.40% | -0.5% |
| IHDG | Buy | WISDOMTREE TRitl hdg qtly div | $14,526,422 | -2.0% | 374,972 | +1.6% | 3.94% | +0.9% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $14,004,587 | -4.7% | 148,464 | +0.7% | 3.80% | -1.8% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $13,530,426 | +3.6% | 547,126 | +3.1% | 3.67% | +6.7% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $13,402,274 | +3.5% | 549,950 | +3.6% | 3.64% | +6.7% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $13,359,059 | +1.6% | 526,777 | +1.3% | 3.63% | +4.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $12,394,315 | +4.6% | 35,382 | +1.8% | 3.36% | +7.7% |
| AAPL | Sell | APPLE INC | $7,374,785 | -13.4% | 43,075 | -1.9% | 2.00% | -10.8% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $5,273,118 | -4.1% | 15,743 | -1.6% | 1.43% | -1.2% |
| AZO | Buy | AUTOZONE INC | $4,869,161 | +17.1% | 1,917 | +15.0% | 1.32% | +20.7% |
| MSFT | Buy | MICROSOFT CORP | $4,806,633 | -4.5% | 15,223 | +2.9% | 1.30% | -1.7% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $4,525,551 | -7.9% | 78,121 | -1.9% | 1.23% | -5.1% |
| IMCG | Sell | ISHARES TRmrgstr md cp grw | $3,528,863 | -7.3% | 61,769 | -1.1% | 0.96% | -4.5% |
| IDXX | Sell | IDEXX LABS INC | $3,426,010 | -13.5% | 7,835 | -0.6% | 0.93% | -10.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,356,509 | -3.3% | 23,012 | +0.6% | 0.91% | -0.4% |
| BRKA | Sell | BERKSHIRE HATHAWAY INC DELcl a | $3,188,862 | -12.0% | 600 | -14.3% | 0.87% | -9.3% |
| XOM | Sell | EXXON MOBIL CORP | $2,890,174 | +9.2% | 24,580 | -0.4% | 0.78% | +12.5% |
| WMT | Buy | WALMART INC | $2,830,209 | +3.4% | 17,697 | +1.7% | 0.77% | +6.5% |
| NVDA | Sell | NVIDIA CORPORATION | $2,392,201 | -1.2% | 5,499 | -4.0% | 0.65% | +1.9% |
| AMZN | AMAZON COM INC | $2,274,431 | -2.5% | 17,892 | 0.0% | 0.62% | +0.5% | |
| JNJ | Sell | JOHNSON & JOHNSON | $2,210,917 | -10.4% | 14,195 | -4.8% | 0.60% | -7.8% |
| FDX | Buy | FEDEX CORP | $1,992,363 | +6.9% | 7,521 | +0.0% | 0.54% | +10.2% |
| DBEU | Sell | DBX ETF TRxtrack msci eurp | $1,871,728 | -5.0% | 52,814 | -2.9% | 0.51% | -2.3% |
| TCHP | Sell | T ROWE PRICE ETF INCprice blue chip | $1,786,368 | -6.9% | 65,772 | -4.5% | 0.48% | -4.2% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,740,480 | -1.0% | 4,053 | +2.7% | 0.47% | +1.9% |
| AGG | Sell | ISHARES TRcore us aggbd et | $1,676,827 | -4.9% | 17,831 | -1.0% | 0.46% | -2.2% |
| UNP | Buy | UNION PAC CORP | $1,564,888 | -0.4% | 7,685 | +0.0% | 0.42% | +2.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,561,430 | +19.7% | 3,653 | +24.1% | 0.42% | +23.3% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $1,387,110 | -4.7% | 35,889 | +0.0% | 0.38% | -1.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,389,579 | -2.5% | 3,879 | +0.5% | 0.38% | +0.3% |
| V | VISA INC | $1,291,355 | -3.1% | 5,614 | 0.0% | 0.35% | 0.0% | |
| TJX | Sell | TJX COS INC NEW | $1,270,273 | -32.2% | 14,292 | -35.3% | 0.34% | -30.2% |
| KO | Sell | COCA COLA CO | $1,209,203 | -7.1% | 21,601 | -0.1% | 0.33% | -4.4% |
| PEP | Sell | PEPSICO INC | $1,194,580 | -8.7% | 7,050 | -0.2% | 0.32% | -6.1% |
| GOOG | ALPHABET INCcap stk cl c | $1,150,259 | +9.0% | 8,724 | 0.0% | 0.31% | +12.2% | |
| VOO | VANGUARD INDEX FDS | $1,065,395 | -3.6% | 2,713 | 0.0% | 0.29% | -0.7% | |
| HD | Sell | HOME DEPOT INC | $1,033,992 | -4.3% | 3,422 | -1.6% | 0.28% | -1.4% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $1,020,930 | -6.7% | 24,648 | -1.3% | 0.28% | -3.8% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $988,556 | -3.6% | 4,654 | 0.0% | 0.27% | -0.7% | |
| EFA | ISHARES TRmsci eafe etf | $951,923 | -4.9% | 13,812 | 0.0% | 0.26% | -2.3% | |
| MAA | Buy | MID-AMER APT CMNTYS INC | $947,900 | -15.2% | 7,368 | +0.0% | 0.26% | -12.9% |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $918,186 | -23.9% | 8,010 | -19.6% | 0.25% | -21.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $892,743 | +4.8% | 6,156 | +5.1% | 0.24% | +8.0% |
| VUSB | VANGUARD BD INDEX FDSvanguard ultra | $881,977 | +0.1% | 17,930 | 0.0% | 0.24% | +3.0% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $844,446 | +3.6% | 6,019 | -1.2% | 0.23% | +6.5% |
| TSCO | TRACTOR SUPPLY CO | $830,475 | -8.2% | 4,090 | 0.0% | 0.23% | -5.0% | |
| PGR | Sell | PROGRESSIVE CORP | $821,174 | -60.7% | 5,895 | -62.6% | 0.22% | -59.5% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $794,122 | -5.5% | 5,162 | -1.0% | 0.22% | -2.3% |
| NEE | Buy | NEXTERA ENERGY INC | $769,202 | -19.1% | 13,426 | +4.7% | 0.21% | -16.7% |
| LLY | Sell | ELI LILLY & CO | $751,445 | +12.9% | 1,399 | -1.4% | 0.20% | +16.6% |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $747,678 | -2.9% | 3,029 | 0.0% | 0.20% | 0.0% | |
| PFE | Buy | PFIZER INC | $734,640 | -8.9% | 22,148 | +0.7% | 0.20% | -6.6% |
| SCHW | SCHWAB CHARLES CORP | $728,194 | -3.1% | 13,264 | 0.0% | 0.20% | 0.0% | |
| VIOG | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $711,663 | -4.9% | 7,546 | 0.0% | 0.19% | -2.0% | |
| T | Buy | AT&T INC | $684,808 | -3.6% | 45,593 | +2.4% | 0.19% | -0.5% |
| GL | Buy | GLOBE LIFE INC | $680,815 | -0.8% | 6,262 | +0.0% | 0.18% | +2.2% |
| CVX | CHEVRON CORP NEW | $669,984 | +7.2% | 3,973 | 0.0% | 0.18% | +10.3% | |
| DFUS | DIMENSIONAL ETF TRUSTus equity etf | $667,760 | -3.3% | 14,345 | 0.0% | 0.18% | -0.5% | |
| COST | COSTCO WHSL CORP NEW | $659,873 | +4.9% | 1,168 | 0.0% | 0.18% | +7.8% | |
| ABBV | Buy | ABBVIE INC | $652,762 | +10.7% | 4,379 | +0.0% | 0.18% | +14.2% |
| IBDR | Buy | ISHARES TRibonds dec2026 | $632,262 | +19.3% | 27,095 | +20.0% | 0.17% | +22.9% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $631,621 | -7.6% | 13,189 | -7.3% | 0.17% | -4.4% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $618,585 | -7.3% | 12,225 | -4.0% | 0.17% | -4.5% |
| EMR | Buy | EMERSON ELEC CO | $606,073 | +15.3% | 6,276 | +7.9% | 0.16% | +18.7% |
| MINT | PIMCO ETF TRenhan shrt ma ac | $607,149 | +0.4% | 6,063 | 0.0% | 0.16% | +3.8% | |
| MRK | Buy | MERCK & CO INC | $607,830 | -7.2% | 5,904 | +4.1% | 0.16% | -4.6% |
| PNFP | Buy | PINNACLE FINL PARTNERS INC | $593,182 | +24.4% | 8,848 | +5.1% | 0.16% | +27.8% |
| IMCB | ISHARES TRmrgstr md cp etf | $588,639 | -5.6% | 9,855 | 0.0% | 0.16% | -2.4% | |
| HEFA | Buy | ISHARES TRhdg msci eafe | $579,004 | +5.1% | 19,236 | +8.3% | 0.16% | +8.3% |
| UPS | UNITED PARCEL SERVICE INCcl b | $556,561 | -13.0% | 3,571 | 0.0% | 0.15% | -10.7% | |
| IJH | ISHARES TRcore s&p mcp etf | $552,560 | -4.6% | 2,216 | 0.0% | 0.15% | -2.0% | |
| ILCG | ISHARES TRmorningstar grwt | $541,920 | -4.3% | 9,085 | 0.0% | 0.15% | -1.3% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $532,081 | -11.4% | 16,417 | +1.7% | 0.14% | -8.9% |
| BAC | Buy | BANK AMERICA CORP | $522,454 | +13.2% | 19,082 | +18.7% | 0.14% | +16.4% |
| HON | Buy | HONEYWELL INTL INC | $494,180 | +11.8% | 2,675 | +25.6% | 0.13% | +15.5% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $481,284 | +1.0% | 9,045 | +29.3% | 0.13% | +4.0% |
| FAST | FASTENAL CO | $474,712 | -7.4% | 8,688 | 0.0% | 0.13% | -4.4% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $470,972 | -4.6% | 8,800 | 0.0% | 0.13% | -1.5% | |
| IBTE | ISHARES TRibonds 24 trm ts | $463,402 | +0.2% | 19,438 | 0.0% | 0.13% | +3.3% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $458,400 | -9.2% | 7,898 | 0.0% | 0.12% | -6.8% | |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $453,026 | -2.9% | 13,340 | +900.0% | 0.12% | 0.0% |
| PSA | PUBLIC STORAGE | $453,254 | -9.7% | 1,720 | 0.0% | 0.12% | -6.8% | |
| ORLY | OREILLY AUTOMOTIVE INC | $450,795 | -4.9% | 496 | 0.0% | 0.12% | -2.4% | |
| CANADIAN PACIFIC KANSAS CITY | $439,465 | -7.9% | 5,906 | 0.0% | 0.12% | -5.6% | ||
| RTX | Buy | RTX CORPORATION | $439,233 | +14.9% | 6,103 | +56.4% | 0.12% | +17.8% |
| DIS | Buy | DISNEY WALT CO | $420,178 | +9.9% | 5,184 | +21.0% | 0.11% | +12.9% |
| MA | MASTERCARD INCORPORATEDcl a | $421,644 | +0.7% | 1,065 | 0.0% | 0.11% | +3.6% | |
| CCK | CROWN HLDGS INC | $397,629 | +1.9% | 4,494 | 0.0% | 0.11% | +4.9% | |
| ROK | Buy | ROCKWELL AUTOMATION INC | $398,503 | +1.3% | 1,394 | +16.8% | 0.11% | +3.8% |
| IBTD | ISHARES TRibonds 23 trm ts | $395,134 | +0.0% | 15,920 | 0.0% | 0.11% | +2.9% | |
| MCD | Buy | MCDONALDS CORP | $388,442 | -11.7% | 1,475 | +0.1% | 0.10% | -9.5% |
| IVW | ISHARES TRs&p 500 grwt etf | $370,426 | -2.9% | 5,414 | 0.0% | 0.10% | 0.0% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $368,638 | -3.6% | 7,395 | 0.0% | 0.10% | -1.0% | |
| GOOGL | ALPHABET INCcap stk cl a | $368,633 | +9.3% | 2,817 | 0.0% | 0.10% | +12.4% | |
| SO | Buy | SOUTHERN CO | $365,728 | -7.6% | 5,651 | +0.3% | 0.10% | -4.8% |
| IEF | ISHARES TR7-10 yr trsy bd | $366,360 | -5.2% | 4,000 | 0.0% | 0.10% | -2.9% | |
| CVS | CVS HEALTH CORP | $363,064 | +1.0% | 5,200 | 0.0% | 0.10% | +4.2% | |
| ORCL | Buy | ORACLE CORP | $357,904 | -6.2% | 3,379 | +5.5% | 0.10% | -4.0% |
| ABT | Sell | ABBOTT LABS | $355,178 | -11.6% | 3,667 | -0.5% | 0.10% | -9.4% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $354,204 | -14.9% | 2,568 | -12.3% | 0.10% | -12.7% |
| MDLZ | MONDELEZ INTL INCcl a | $350,401 | -4.9% | 5,049 | 0.0% | 0.10% | -2.1% | |
| GD | GENERAL DYNAMICS CORP | $341,841 | +2.7% | 1,547 | 0.0% | 0.09% | +5.7% | |
| WFC | WELLS FARGO CO NEW | $339,955 | -4.3% | 8,320 | 0.0% | 0.09% | -2.1% | |
| RY | ROYAL BK CDA | $336,207 | -8.4% | 3,845 | 0.0% | 0.09% | -6.2% | |
| ILCV | ISHARES TRmorningstar valu | $329,679 | -2.6% | 5,090 | 0.0% | 0.09% | +1.1% | |
| CSCO | Buy | CISCO SYS INC | $330,867 | +4.9% | 6,155 | +1.0% | 0.09% | +8.4% |
| SEIX | Sell | VIRTUS ETF TR IIseix sr ln etf | $324,171 | -15.8% | 13,575 | -16.9% | 0.09% | -12.9% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $313,686 | -7.4% | 6,164 | -7.5% | 0.08% | -4.5% |
| SDY | SPDR SER TRs&p divid etf | $313,172 | -6.2% | 2,723 | 0.0% | 0.08% | -3.4% | |
| DE | New | DEERE & CO | $313,225 | – | 830 | +100.0% | 0.08% | – |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $304,310 | -3.8% | 1,294 | +0.2% | 0.08% | 0.0% |
| Buy | DIMENSIONAL ETF TRUSTus mktwide value | $297,398 | -0.9% | 8,742 | +0.5% | 0.08% | +2.5% | |
| D | Buy | DOMINION ENERGY INC | $289,283 | -9.6% | 6,476 | +4.9% | 0.08% | -6.0% |
| CNHI | Buy | CNH INDL N V | $290,400 | +92.1% | 24,000 | +128.6% | 0.08% | +97.5% |
| DHR | DANAHER CORPORATION | $285,067 | +3.4% | 1,149 | 0.0% | 0.08% | +5.5% | |
| MUB | ISHARES TRnational mun etf | $281,985 | -3.9% | 2,750 | 0.0% | 0.08% | 0.0% | |
| MMM | Sell | 3M CO | $284,230 | -29.6% | 3,036 | -24.8% | 0.08% | -27.4% |
| IWB | ISHARES TRrus 1000 etf | $281,892 | -3.6% | 1,200 | 0.0% | 0.08% | 0.0% | |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $273,840 | -4.2% | 5,217 | 0.0% | 0.07% | -1.3% | |
| IMCV | ISHARES TRmrgstr md cp val | $271,201 | -4.9% | 4,476 | 0.0% | 0.07% | -1.3% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $273,539 | +9.5% | 1,137 | 0.0% | 0.07% | +12.1% | |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $267,196 | -4.2% | 5,555 | 0.0% | 0.07% | -1.4% | |
| WEC | WEC ENERGY GROUP INC | $268,634 | -8.7% | 3,335 | 0.0% | 0.07% | -6.4% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $263,938 | -4.7% | 578 | 0.0% | 0.07% | -1.4% | |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $265,922 | -7.2% | 1,277 | -1.9% | 0.07% | -5.3% |
| EPD | ENTERPRISE PRODS PARTNERS L | $263,245 | +3.9% | 9,618 | 0.0% | 0.07% | +6.0% | |
| TFC | Buy | TRUIST FINL CORP | $260,991 | -5.5% | 9,122 | +0.2% | 0.07% | -2.7% |
| XLF | SELECT SECTOR SPDR TRfinancial | $254,500 | -1.6% | 7,673 | 0.0% | 0.07% | +1.5% | |
| DUK | DUKE ENERGY CORP NEW | $245,981 | -1.6% | 2,787 | 0.0% | 0.07% | +1.5% | |
| NKE | NIKE INCcl b | $238,476 | -13.4% | 2,494 | 0.0% | 0.06% | -11.0% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $239,235 | -3.6% | 1,500 | 0.0% | 0.06% | 0.0% | |
| TXN | Buy | TEXAS INSTRS INC | $230,565 | -0.7% | 1,450 | +12.4% | 0.06% | +3.3% |
| EMQQ | EXCHANGE TRADED CONCEPTS TRemqq em intern | $231,132 | +0.1% | 7,867 | 0.0% | 0.06% | +3.3% | |
| KMX | CARMAX INC | $232,348 | -15.5% | 3,285 | 0.0% | 0.06% | -12.5% | |
| JPST | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $224,806 | +0.1% | 4,480 | 0.0% | 0.06% | +3.4% | |
| CACC | CREDIT ACCEP CORP MICH | $222,698 | -9.4% | 484 | 0.0% | 0.06% | -7.7% | |
| PSX | New | PHILLIPS 66 | $213,768 | – | 1,779 | +100.0% | 0.06% | – |
| FB | New | META PLATFORMS INCcl a | $213,449 | – | 711 | +100.0% | 0.06% | – |
| ROBO | Sell | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $208,692 | -15.0% | 4,144 | -1.2% | 0.06% | -12.3% |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $210,385 | -4.3% | 1,354 | 0.0% | 0.06% | -1.7% | |
| UNH | UNITEDHEALTH GROUP INC | $210,751 | +4.9% | 418 | 0.0% | 0.06% | +7.5% | |
| WM | WASTE MGMT INC DEL | $204,612 | -12.1% | 1,342 | 0.0% | 0.06% | -8.2% | |
| FHN | Sell | FIRST HORIZON CORPORATION | $126,098 | -6.2% | 11,443 | -4.0% | 0.03% | -2.9% |
| STXS | STEREOTAXIS INC | $26,165 | +3.3% | 16,560 | 0.0% | 0.01% | 0.0% | |
| QCOM | Exit | QUALCOMM INC | $0 | – | -1,703 | -100.0% | -0.05% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -5,528 | -100.0% | -0.05% | – |
| CSX | Exit | CSX CORP | $0 | – | -6,264 | -100.0% | -0.06% | – |
| CNI | Exit | CANADIAN NATL RY CO | $0 | – | -1,760 | -100.0% | -0.06% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,315 | -100.0% | -0.06% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -2,070 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 18.4% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 8.9% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 8.6% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 7.1% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 7.9% |
| SPDR DOW JONES INDL AVRG ETF | 42 | Q3 2023 | 7.8% |
| ISHARES TR | 42 | Q3 2023 | 8.2% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 4.2% |
| ISHARES TR | 42 | Q3 2023 | 5.1% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 2.2% |
View Summit Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-08 |
View Summit Asset Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.