$346 Million is the total value of Summit Asset Management, LLC's 151 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 8.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $40,761,843 | +13.6% | 539,606 | -0.1% | 11.80% | +1.7% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $22,566,644 | +7.7% | 343,951 | -0.7% | 6.53% | -3.6% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $20,206,234 | +18.4% | 627,328 | +3.4% | 5.85% | +6.0% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $18,181,450 | +1.2% | 327,240 | +1.7% | 5.26% | -9.4% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $16,677,528 | +11.5% | 252,613 | -1.2% | 4.83% | -0.2% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $16,617,804 | +22.4% | 256,013 | +13.1% | 4.81% | +9.6% |
| SCHY | Buy | SCHWAB STRATEGIC TRinternl divid | $14,055,860 | +27.5% | 626,934 | +13.8% | 4.07% | +14.2% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $13,977,044 | +8.2% | 147,686 | -0.4% | 4.04% | -3.2% |
| IHDG | Sell | WISDOMTREE TRitl hdg qtly div | $13,110,827 | -1.5% | 367,972 | -0.8% | 3.79% | -11.8% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $12,262,272 | +25.3% | 489,903 | +24.9% | 3.55% | +12.2% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $12,156,007 | +25.2% | 497,789 | +24.8% | 3.52% | +12.1% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $12,152,947 | +25.9% | 499,710 | +24.9% | 3.52% | +12.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $10,911,275 | +15.4% | 35,323 | -0.2% | 3.16% | +3.3% |
| AAPL | Buy | APPLE INC | $5,794,708 | -5.9% | 44,599 | +0.1% | 1.68% | -15.7% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $5,544,476 | +12.5% | 16,734 | -2.5% | 1.60% | +0.6% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $5,273,120 | +1.0% | 95,114 | -15.9% | 1.53% | -9.5% |
| AZO | AUTOZONE INC | $4,111,122 | +15.1% | 1,667 | 0.0% | 1.19% | +3.1% | |
| MSFT | Sell | MICROSOFT CORP | $3,527,147 | +2.4% | 14,707 | -0.6% | 1.02% | -8.3% |
| IMCG | Sell | ISHARES TRmrgstr md cp grw | $3,511,144 | +6.3% | 65,166 | -0.6% | 1.02% | -4.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,457,212 | +20.1% | 22,811 | +0.1% | 1.00% | +7.5% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $3,280,977 | +15.3% | 700 | 0.0% | 0.95% | +3.2% | |
| IDXX | IDEXX LABS INC | $3,216,765 | +25.2% | 7,885 | 0.0% | 0.93% | +12.2% | |
| XOM | Sell | EXXON MOBIL CORP | $2,721,805 | +22.4% | 24,676 | -3.1% | 0.79% | +9.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,620,840 | +7.5% | 14,836 | -0.6% | 0.76% | -3.8% |
| WMT | Sell | WALMART INC | $2,513,211 | +6.4% | 17,725 | -2.7% | 0.73% | -4.8% |
| DBEU | Sell | DBX ETF TRxtrack msci eurp | $2,375,785 | -14.3% | 71,110 | -23.2% | 0.69% | -23.3% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $2,197,716 | +210.0% | 54,888 | +211.1% | 0.64% | +177.7% |
| PGR | PROGRESSIVE CORP | $2,046,175 | +11.6% | 15,775 | 0.0% | 0.59% | -0.2% | |
| TJX | TJX COS INC NEW | $1,759,478 | +28.1% | 22,104 | 0.0% | 0.51% | +14.6% | |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,749,991 | +51.0% | 18,043 | +49.9% | 0.51% | +34.9% |
| TCHP | Sell | T ROWE PRICE ETF INCprice blue chip | $1,500,600 | -27.7% | 72,774 | -26.4% | 0.43% | -35.3% |
| AMZN | Sell | AMAZON COM INC | $1,481,676 | -37.7% | 17,639 | -16.2% | 0.43% | -44.2% |
| UNP | Buy | UNION PAC CORP | $1,449,340 | +6.3% | 6,999 | +0.1% | 0.42% | -5.0% |
| KO | Buy | COCA COLA CO | $1,373,236 | +13.8% | 21,588 | +0.2% | 0.40% | +1.8% |
| FDX | Sell | FEDEX CORP | $1,287,737 | -3.5% | 7,435 | -17.3% | 0.37% | -13.5% |
| PEP | PEPSICO INC | $1,236,467 | +10.7% | 6,844 | 0.0% | 0.36% | -0.8% | |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,209,182 | +8.5% | 3,147 | +1.3% | 0.35% | -2.8% |
| V | Buy | VISA INC | $1,166,281 | +17.0% | 5,614 | +0.0% | 0.34% | +4.7% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $1,152,081 | -3.8% | 28,439 | -10.2% | 0.33% | -14.0% |
| PFE | Sell | PFIZER INC | $1,135,784 | +17.1% | 22,166 | -0.0% | 0.33% | +4.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,125,491 | +6.9% | 2,943 | -0.2% | 0.33% | -4.1% |
| MAA | Sell | MID-AMER APT CMNTYS INC | $1,122,998 | -2.1% | 7,153 | -3.3% | 0.32% | -12.4% |
| HD | Buy | HOME DEPOT INC | $1,102,717 | +15.5% | 3,491 | +0.9% | 0.32% | +3.2% |
| NEE | Buy | NEXTERA ENERGY INC | $1,067,906 | +6.8% | 12,774 | +0.2% | 0.31% | -4.3% |
| EXPD | EXPEDITORS INTL WASH INC | $1,035,043 | +17.6% | 9,960 | 0.0% | 0.30% | +5.6% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,031,302 | +45.7% | 3,873 | +46.2% | 0.30% | +30.1% |
| SCHW | Sell | SCHWAB CHARLES CORP | $990,711 | +10.3% | 11,899 | -4.8% | 0.29% | -1.0% |
| NVDA | Sell | NVIDIA CORPORATION | $940,621 | +15.1% | 6,436 | -4.3% | 0.27% | +3.0% |
| TSCO | TRACTOR SUPPLY CO | $920,127 | +21.1% | 4,090 | 0.0% | 0.27% | +8.1% | |
| EFA | Buy | ISHARES TRmsci eafe etf | $906,620 | +45.8% | 13,812 | +24.3% | 0.26% | +30.3% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $889,798 | +3.7% | 4,654 | -2.6% | 0.26% | -7.2% |
| VUSB | Sell | VANGUARD BD INDEX FDSvanguard ultra | $878,570 | -10.7% | 17,930 | -10.8% | 0.25% | -20.1% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $858,564 | +18.3% | 6,094 | -0.2% | 0.25% | +5.5% |
| GL | Buy | GLOBE LIFE INC | $833,043 | +22.5% | 6,910 | +1.3% | 0.24% | +9.5% |
| T | Buy | AT&T INC | $806,599 | +37.2% | 43,813 | +14.4% | 0.23% | +22.6% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $791,827 | -9.7% | 8,924 | -2.1% | 0.23% | -19.1% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $775,848 | +13.9% | 5,348 | +0.9% | 0.22% | +2.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $748,949 | +33.7% | 5,585 | +4.3% | 0.22% | +19.9% |
| CVX | Sell | CHEVRON CORP NEW | $745,303 | +17.7% | 4,152 | -5.8% | 0.22% | +5.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $724,404 | +16.8% | 18,386 | +12.5% | 0.21% | +5.0% |
| VIOG | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $703,249 | +6.4% | 3,773 | 0.0% | 0.20% | -4.7% | |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $701,361 | -31.2% | 14,539 | -31.2% | 0.20% | -38.3% |
| ABBV | Buy | ABBVIE INC | $699,271 | +20.4% | 4,327 | +0.0% | 0.20% | +7.4% |
| IMCB | Sell | ISHARES TRmrgstr md cp etf | $669,249 | +8.6% | 11,407 | -0.3% | 0.19% | -2.5% |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $638,937 | +1.1% | 3,029 | 0.0% | 0.18% | -9.3% | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $633,184 | +6.6% | 14,024 | 0.0% | 0.18% | -4.7% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $622,229 | +7.7% | 3,579 | 0.0% | 0.18% | -3.7% | |
| PNFP | PINNACLE FINL PARTNERS INC | $617,887 | -9.5% | 8,418 | 0.0% | 0.18% | -19.0% | |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $611,827 | -29.9% | 6,202 | -29.7% | 0.18% | -37.2% |
| DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $596,895 | +18.7% | 14,345 | +10.8% | 0.17% | +6.1% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $598,829 | +7.7% | 13,364 | +1.0% | 0.17% | -3.9% |
| MRK | Sell | MERCK & CO INC | $595,815 | +25.7% | 5,370 | -2.4% | 0.17% | +12.4% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $579,168 | +1.3% | 8,050 | +0.0% | 0.17% | -9.2% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $555,379 | +51.3% | 2,296 | +37.0% | 0.16% | +35.3% |
| EMR | Buy | EMERSON ELEC CO | $547,638 | +42.6% | 5,701 | +8.6% | 0.16% | +27.4% |
| SEIX | New | VIRTUS ETF TR IIseix sr ln etf | $542,095 | – | 23,336 | +100.0% | 0.16% | – |
| LLY | Sell | LILLY ELI & CO | $534,492 | +2.8% | 1,461 | -9.1% | 0.16% | -7.7% |
| ILCG | ISHARES TRmorningstar grwt | $527,204 | +0.8% | 10,830 | 0.0% | 0.15% | -9.5% | |
| COST | COSTCO WHSL CORP NEW | $519,497 | -3.3% | 1,138 | 0.0% | 0.15% | -13.8% | |
| MMM | Sell | 3M CO | $504,384 | +8.5% | 4,206 | -0.1% | 0.15% | -2.7% |
| SO | Buy | SOUTHERN CO | $503,242 | +22.7% | 7,047 | +16.8% | 0.15% | +9.8% |
| HEFA | Buy | ISHARES TRhdg msci eafe | $501,039 | -7.9% | 18,557 | +2.0% | 0.14% | -17.6% |
| CVS | CVS HEALTH CORP | $484,588 | -2.3% | 5,200 | 0.0% | 0.14% | -12.5% | |
| PSA | PUBLIC STORAGE | $481,927 | -4.4% | 1,720 | 0.0% | 0.14% | -14.7% | |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $439,573 | -3.8% | 8,499 | -15.0% | 0.13% | -14.2% |
| SDY | Buy | SPDR SER TRs&p divid etf | $436,759 | +43.7% | 3,491 | +28.2% | 0.13% | +28.6% |
| CP | CANADIAN PAC RY LTD | $425,611 | +11.7% | 5,706 | 0.0% | 0.12% | 0.0% | |
| IBDR | Buy | ISHARES TRibonds dec2026 | $423,336 | +38.3% | 18,130 | +36.8% | 0.12% | +24.2% |
| HON | Buy | HONEYWELL INTL INC | $421,742 | +39.6% | 1,968 | +8.8% | 0.12% | +24.5% |
| IBTD | New | ISHARES TRibonds 23 trm ts | $423,235 | – | 17,135 | +100.0% | 0.12% | – |
| IBTE | New | ISHARES TRibonds 24 trm ts | $420,833 | – | 17,645 | +100.0% | 0.12% | – |
| ORLY | OREILLY AUTOMOTIVE INC | $418,639 | +20.0% | 496 | 0.0% | 0.12% | +7.1% | |
| JCI | Buy | JOHNSON CTLS INTL PLC | $414,080 | +39.9% | 6,470 | +7.5% | 0.12% | +25.0% |
| TFC | Buy | TRUIST FINL CORP | $410,384 | -1.1% | 9,537 | +0.1% | 0.12% | -11.2% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $411,003 | +13.5% | 2,928 | -0.1% | 0.12% | +1.7% |
| FAST | FASTENAL CO | $411,116 | +2.8% | 8,688 | 0.0% | 0.12% | -7.8% | |
| D | Buy | DOMINION ENERGY INC | $406,674 | -4.8% | 6,632 | +7.3% | 0.12% | -14.5% |
| ABT | ABBOTT LABS | $409,439 | +13.4% | 3,729 | 0.0% | 0.12% | +0.9% | |
| BAC | Sell | BANK AMERICA CORP | $405,681 | +7.9% | 12,249 | -1.6% | 0.12% | -4.1% |
| MCD | Sell | MCDONALDS CORP | $401,251 | +1.1% | 1,523 | -11.6% | 0.12% | -9.4% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $397,928 | +30.0% | 3,943 | +5.3% | 0.12% | +16.2% |
| GD | GENERAL DYNAMICS CORP | $383,826 | +17.0% | 1,547 | 0.0% | 0.11% | +4.7% | |
| MRNA | MODERNA INC | $371,813 | +51.8% | 2,070 | 0.0% | 0.11% | +36.7% | |
| XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $368,157 | +2.6% | 1,334 | 0.0% | 0.11% | -7.8% | |
| MA | MASTERCARD INCORPORATEDcl a | $370,332 | +22.2% | 1,065 | 0.0% | 0.11% | +9.2% | |
| CCK | CROWN HLDGS INC | $369,452 | +1.5% | 4,494 | 0.0% | 0.11% | -9.3% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $366,029 | +12.6% | 10,703 | 0.0% | 0.11% | +1.0% | |
| RY | ROYAL BK CDA SUSTAINABL | $361,507 | +4.5% | 3,845 | 0.0% | 0.10% | -6.2% | |
| DIS | Sell | DISNEY WALT CO | $344,061 | -13.6% | 3,960 | -6.2% | 0.10% | -22.5% |
| MDLZ | MONDELEZ INTL INCcl a | $343,847 | +21.5% | 5,159 | 0.0% | 0.10% | +9.9% | |
| WFC | Sell | WELLS FARGO CO NEW | $343,533 | -28.0% | 8,320 | -29.8% | 0.10% | -35.7% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $335,500 | -80.4% | 6,666 | -80.5% | 0.10% | -82.5% |
| JD | Sell | JD.COM INCspon adr cl a | $332,795 | -2.4% | 5,929 | -12.5% | 0.10% | -12.7% |
| ILCV | ISHARES TRmorningstar valu | $321,841 | +12.1% | 5,090 | 0.0% | 0.09% | 0.0% | |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $319,846 | +11.4% | 1,289 | +0.4% | 0.09% | 0.0% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $317,889 | +14.8% | 5,434 | +13.5% | 0.09% | +2.2% |
| DHR | DANAHER CORPORATION | $315,604 | +2.8% | 1,189 | 0.0% | 0.09% | -8.1% | |
| DUK | DUKE ENERGY CORP NEW | $311,236 | +10.8% | 3,022 | 0.0% | 0.09% | -1.1% | |
| WEC | WEC ENERGY GROUP INC | $312,690 | +4.9% | 3,335 | 0.0% | 0.09% | -6.2% | |
| CSCO | Buy | CISCO SYS INC | $301,351 | +19.1% | 6,326 | +0.0% | 0.09% | +6.1% |
| NKE | NIKE INCcl b | $293,695 | +40.5% | 2,510 | 0.0% | 0.08% | +25.0% | |
| MUB | ISHARES TRnational mun etf | $290,180 | +2.9% | 2,750 | 0.0% | 0.08% | -7.7% | |
| Buy | DIMENSIONAL ETF TRUSTus mktwide value | $288,399 | +13.5% | 8,614 | +0.4% | 0.08% | +1.2% | |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $274,917 | +3.0% | 5,555 | 0.0% | 0.08% | -7.0% | |
| IMCV | ISHARES TRmrgstr md cp val | $277,736 | +11.1% | 4,476 | 0.0% | 0.08% | -1.2% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $271,584 | +5.7% | 1,137 | 0.0% | 0.08% | -4.8% | |
| ORCL | New | ORACLE CORP | $265,001 | – | 3,242 | +100.0% | 0.08% | – |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $266,850 | +9.8% | 5,217 | 0.0% | 0.08% | -2.5% | |
| ROK | Buy | ROCKWELL AUTOMATION INC | $264,524 | +26.0% | 1,027 | +5.1% | 0.08% | +13.2% |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $259,978 | +12.5% | 1,712 | 0.0% | 0.08% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $255,933 | +10.3% | 578 | 0.0% | 0.07% | -1.3% | |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $252,928 | +6.3% | 1,241 | -2.1% | 0.07% | -5.2% |
| IWB | ISHARES TRrus 1000 etf | $252,624 | +6.6% | 1,200 | 0.0% | 0.07% | -5.2% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $248,809 | -36.9% | 2,820 | -31.6% | 0.07% | -43.3% |
| EMQQ | Sell | EXCHANGE TRADED CONCEPTS TRemqq em intern | $247,710 | -2.9% | 8,332 | -13.0% | 0.07% | -12.2% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $248,007 | +14.3% | 6,638 | -4.0% | 0.07% | +2.9% |
| EPD | ENTERPRISE PRODS PARTNERS L | $239,077 | +1.3% | 9,912 | 0.0% | 0.07% | -9.2% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $238,200 | +10.8% | 1,500 | 0.0% | 0.07% | 0.0% | |
| WAB | New | WABTEC | $232,164 | – | 2,326 | +100.0% | 0.07% | – |
| FHN | Sell | FIRST HORIZON CORPORATION | $230,019 | -17.6% | 9,389 | -23.1% | 0.07% | -25.6% |
| CI | Sell | CIGNA CORP NEW | $229,950 | -13.9% | 694 | -28.0% | 0.07% | -22.1% |
| CACC | CREDIT ACCEP CORP MICH | $229,610 | +8.3% | 484 | 0.0% | 0.07% | -4.3% | |
| JPST | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $224,582 | -0.2% | 4,480 | 0.0% | 0.06% | -11.0% | |
| UNH | UNITEDHEALTH GROUP INC | $225,857 | +5.0% | 426 | 0.0% | 0.06% | -5.8% | |
| TXN | TEXAS INSTRS INC | $225,360 | +6.8% | 1,364 | 0.0% | 0.06% | -4.4% | |
| ROBO | Sell | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $210,338 | +3.6% | 4,540 | -7.3% | 0.06% | -7.6% |
| WM | WASTE MGMT INC DEL | $212,141 | -2.2% | 1,352 | 0.0% | 0.06% | -12.9% | |
| ENB | New | ENBRIDGE INC | $206,409 | – | 5,279 | +100.0% | 0.06% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $202,346 | – | 4,030 | +100.0% | 0.06% | – |
| KMX | CARMAX INC | $204,103 | -7.6% | 3,352 | 0.0% | 0.06% | -16.9% | |
| STXS | STEREOTAXIS INC | $34,279 | +14.3% | 16,560 | 0.0% | 0.01% | 0.0% | |
| LNC | Exit | LINCOLN NATL CORP IND | $0 | – | -4,683 | -100.0% | -0.07% | – |
| URI | Exit | UNITED RENTALS INC | $0 | – | -800 | -100.0% | -0.07% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -2,082 | -100.0% | -0.08% | – |
| GNRC | Exit | GENERAC HLDGS INC | $0 | – | -1,500 | -100.0% | -0.09% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -12,833 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
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.