$211 Million is the total value of Summit Asset Management, LLC's 110 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $221,000 | – | 5,198 | +100.0% | 0.10% | – |
| DIS | New | DISNEY WALT CO | $209,000 | – | 1,495 | +100.0% | 0.10% | – |
| DVY | New | ISHARES TRselect divid etf | $203,000 | – | 2,043 | +100.0% | 0.10% | – |
| New | ALTUS MIDSTREAM COcl a | $37,000 | – | 10,000 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-07
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 45 | Q2 2024 | 18.4% |
| SCHWAB STRATEGIC TR | 45 | Q2 2024 | 8.9% |
| SCHWAB STRATEGIC TR | 45 | Q2 2024 | 8.6% |
| SCHWAB STRATEGIC TR | 45 | Q2 2024 | 7.1% |
| SCHWAB STRATEGIC TR | 45 | Q2 2024 | 7.9% |
| SPDR DOW JONES INDL AVRG ETF | 45 | Q2 2024 | 7.8% |
| BERKSHIRE HATHAWAY INC DEL | 45 | Q2 2024 | 4.2% |
| ISHARES TR | 45 | Q2 2024 | 8.2% |
| ISHARES TR | 45 | Q2 2024 | 5.1% |
| APPLE INC | 45 | Q2 2024 | 2.4% |
View Summit Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-05 |
| N-PX | 2024-08-01 |
| 13F-HR | 2024-05-06 |
| 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 |
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.