$379 Million is the total value of Summit Asset Management, LLC's 153 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 5.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $39,784,541 | +0.5% | 547,846 | +1.3% | 10.48% | -3.7% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $24,479,485 | +13.3% | 326,611 | -1.5% | 6.45% | +8.5% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $24,476,154 | +4.5% | 344,589 | -0.2% | 6.45% | +0.1% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $22,780,080 | +2.5% | 638,992 | +0.1% | 6.00% | -1.8% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $21,948,394 | +8.6% | 275,077 | +0.5% | 5.78% | +4.0% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $16,780,441 | +2.7% | 250,118 | +0.4% | 4.42% | -1.6% |
| SCHY | Buy | SCHWAB STRATEGIC TRinternl divid | $16,697,432 | +4.3% | 697,470 | +3.0% | 4.40% | -0.1% |
| IHDG | Sell | WISDOMTREE TRitl hdg qtly div | $14,827,453 | +1.4% | 369,118 | -0.5% | 3.91% | -2.9% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $14,695,362 | +3.0% | 147,470 | -0.0% | 3.87% | -1.3% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $13,153,228 | +2.5% | 520,096 | +2.1% | 3.47% | -1.8% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $13,066,450 | +2.5% | 530,725 | +2.4% | 3.44% | -1.8% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $12,946,390 | +1.4% | 531,025 | +2.1% | 3.41% | -2.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $11,852,137 | +8.7% | 34,757 | -1.6% | 3.12% | +4.1% |
| AAPL | Sell | APPLE INC | $8,517,244 | +16.0% | 43,910 | -1.4% | 2.24% | +11.1% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $5,501,256 | +2.4% | 15,999 | -0.9% | 1.45% | -1.9% |
| MSFT | Buy | MICROSOFT CORP | $5,035,483 | +18.2% | 14,787 | +0.1% | 1.33% | +13.2% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $4,911,875 | -2.5% | 79,609 | -3.7% | 1.30% | -6.6% |
| AZO | AUTOZONE INC | $4,156,431 | +1.4% | 1,667 | 0.0% | 1.10% | -2.9% | |
| IDXX | IDEXX LABS INC | $3,960,084 | +0.4% | 7,885 | 0.0% | 1.04% | -3.8% | |
| IMCG | Sell | ISHARES TRmrgstr md cp grw | $3,806,556 | +3.2% | 62,464 | -2.6% | 1.00% | -1.3% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $3,624,670 | +11.2% | 700 | 0.0% | 0.96% | +6.5% | |
| PG | Sell | PROCTER AND GAMBLE CO | $3,470,723 | +1.5% | 22,873 | -0.6% | 0.92% | -2.8% |
| WMT | Buy | WALMART INC | $2,735,925 | +7.2% | 17,406 | +0.6% | 0.72% | +2.7% |
| XOM | Buy | EXXON MOBIL CORP | $2,646,844 | -2.2% | 24,679 | +0.0% | 0.70% | -6.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,468,586 | +8.1% | 14,914 | +1.2% | 0.65% | +3.5% |
| NVDA | Sell | NVIDIA CORPORATION | $2,422,399 | +32.4% | 5,726 | -13.1% | 0.64% | +26.8% |
| AMZN | AMAZON COM INC | $2,332,401 | +26.2% | 17,892 | 0.0% | 0.62% | +20.8% | |
| PGR | PROGRESSIVE CORP | $2,088,137 | -7.5% | 15,775 | 0.0% | 0.55% | -11.4% | |
| DBEU | Sell | DBX ETF TRxtrack msci eurp | $1,971,202 | -7.9% | 54,393 | -7.0% | 0.52% | -11.7% |
| TCHP | Sell | T ROWE PRICE ETF INCprice blue chip | $1,919,176 | +10.0% | 68,837 | -5.4% | 0.51% | +5.4% |
| TJX | TJX COS INC NEW | $1,874,198 | +8.2% | 22,104 | 0.0% | 0.49% | +3.6% | |
| FDX | Buy | FEDEX CORP | $1,864,159 | +8.6% | 7,520 | +0.1% | 0.49% | +4.0% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,763,688 | +0.1% | 18,006 | +1.8% | 0.46% | -4.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,758,772 | +27.4% | 3,946 | +17.5% | 0.46% | +22.1% |
| UNP | Buy | UNION PAC CORP | $1,571,924 | +3.0% | 7,682 | +1.4% | 0.41% | -1.4% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $1,455,137 | -14.4% | 35,885 | -13.4% | 0.38% | -17.9% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,425,222 | +14.7% | 3,858 | -0.4% | 0.38% | +9.9% |
| V | VISA INC | $1,333,239 | +5.3% | 5,614 | 0.0% | 0.35% | +0.9% | |
| PEP | Buy | PEPSICO INC | $1,308,054 | +2.2% | 7,062 | +0.5% | 0.34% | -2.0% |
| SPY | SPDR S&P 500 ETF TRtr unit | $1,304,573 | +8.3% | 2,943 | 0.0% | 0.34% | +3.6% | |
| KO | Buy | COCA COLA CO | $1,301,450 | -2.8% | 21,612 | +0.1% | 0.34% | -7.0% |
| EXPD | EXPEDITORS INTL WASH INC | $1,206,455 | +10.0% | 9,960 | 0.0% | 0.32% | +5.3% | |
| MAA | Sell | MID-AMER APT CMNTYS INC | $1,118,390 | +0.3% | 7,365 | -0.2% | 0.30% | -3.9% |
| VOO | New | VANGUARD INDEX FDS | $1,104,951 | – | 2,713 | +100.0% | 0.29% | – |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $1,094,047 | -5.8% | 24,978 | -9.8% | 0.29% | -10.0% |
| HD | Sell | HOME DEPOT INC | $1,080,095 | +5.0% | 3,477 | -0.2% | 0.28% | +0.7% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,055,342 | +13.7% | 8,724 | -2.2% | 0.28% | +9.0% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $1,025,183 | +7.9% | 4,654 | 0.0% | 0.27% | +3.4% | |
| EFA | ISHARES TRmsci eafe etf | $1,001,370 | +1.4% | 13,812 | 0.0% | 0.26% | -2.9% | |
| NEE | Buy | NEXTERA ENERGY INC | $951,340 | -3.4% | 12,821 | +0.3% | 0.25% | -7.4% |
| TSCO | TRACTOR SUPPLY CO | $904,299 | -5.9% | 4,090 | 0.0% | 0.24% | -10.2% | |
| VUSB | VANGUARD BD INDEX FDSvanguard ultra | $881,439 | -0.2% | 17,930 | 0.0% | 0.23% | -4.5% | |
| JPM | Sell | JPMORGAN CHASE & CO | $851,697 | +7.4% | 5,856 | -3.8% | 0.22% | +2.8% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $840,365 | +4.7% | 5,214 | -1.4% | 0.22% | 0.0% |
| IBM | INTERNATIONAL BUSINESS MACHS | $815,419 | +2.1% | 6,094 | 0.0% | 0.22% | -2.3% | |
| PFE | Sell | PFIZER INC | $806,851 | -11.3% | 21,997 | -1.4% | 0.21% | -14.8% |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $769,639 | +10.2% | 3,029 | 0.0% | 0.20% | +5.7% | |
| SCHW | Buy | SCHWAB CHARLES CORP | $751,804 | +12.0% | 13,264 | +3.5% | 0.20% | +7.0% |
| VIOG | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $747,960 | +4.6% | 7,546 | 0.0% | 0.20% | 0.0% | |
| T | Sell | AT&T INC | $710,239 | -21.0% | 44,529 | -4.7% | 0.19% | -24.6% |
| DFUS | DIMENSIONAL ETF TRUSTus equity etf | $690,855 | +8.4% | 14,345 | 0.0% | 0.18% | +4.0% | |
| GL | Buy | GLOBE LIFE INC | $686,155 | -0.3% | 6,259 | +0.0% | 0.18% | -4.2% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $683,846 | -3.6% | 14,229 | -2.1% | 0.18% | -7.7% |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $667,194 | +8.3% | 12,740 | 0.0% | 0.18% | +3.5% | |
| LLY | Sell | LILLY ELI & CO | $665,483 | +32.6% | 1,419 | -2.9% | 0.18% | +26.8% |
| MRK | MERCK & CO INC | $654,774 | +8.5% | 5,674 | 0.0% | 0.17% | +4.2% | |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $640,012 | -7.8% | 3,571 | -0.2% | 0.17% | -11.5% |
| COST | COSTCO WHSL CORP NEW | $628,828 | +8.4% | 1,168 | 0.0% | 0.17% | +3.8% | |
| CVX | Sell | CHEVRON CORP NEW | $625,205 | -7.7% | 3,973 | -4.3% | 0.16% | -11.3% |
| IMCB | Sell | ISHARES TRmrgstr md cp etf | $623,723 | -3.0% | 9,855 | -7.1% | 0.16% | -7.3% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $604,845 | +3.3% | 6,063 | +2.7% | 0.16% | -1.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $600,603 | -8.7% | 16,150 | -4.5% | 0.16% | -12.7% |
| ABBV | Sell | ABBVIE INC | $589,855 | -16.4% | 4,378 | -1.2% | 0.16% | -20.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $579,440 | +7.5% | 2,216 | +2.9% | 0.15% | +3.4% |
| ILCG | Sell | ISHARES TRmorningstar grwt | $566,372 | -5.5% | 9,085 | -16.1% | 0.15% | -9.7% |
| HEFA | ISHARES TRhdg msci eafe | $550,746 | +5.2% | 17,766 | 0.0% | 0.14% | +0.7% | |
| IBDR | Buy | ISHARES TRibonds dec2026 | $529,953 | +0.7% | 22,580 | +1.8% | 0.14% | -3.4% |
| EMR | Sell | EMERSON ELEC CO | $525,708 | -6.5% | 5,816 | -9.8% | 0.14% | -10.3% |
| FAST | FASTENAL CO | $512,505 | +9.4% | 8,688 | 0.0% | 0.14% | +4.7% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $505,077 | -9.5% | 7,898 | -1.9% | 0.13% | -13.6% |
| PSA | PUBLIC STORAGE | $502,034 | -3.4% | 1,720 | 0.0% | 0.13% | -7.7% | |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $493,487 | +1.6% | 8,800 | +0.0% | 0.13% | -3.0% |
| PNFP | Buy | PINNACLE FINL PARTNERS INC | $476,927 | +2.7% | 8,419 | +0.0% | 0.13% | -1.6% |
| New | CANADIAN PACIFIC KANSAS CITY | $477,028 | – | 5,906 | +100.0% | 0.13% | – | |
| JCI | JOHNSON CTLS INTL PLC | $476,639 | +13.2% | 6,995 | 0.0% | 0.13% | +8.6% | |
| ORLY | OREILLY AUTOMOTIVE INC | $473,829 | +12.5% | 496 | 0.0% | 0.12% | +7.8% | |
| XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $466,540 | +12.6% | 1,334 | 0.0% | 0.12% | +7.9% | |
| IBTE | Buy | ISHARES TRibonds 24 trm ts | $462,624 | +9.2% | 19,438 | +10.2% | 0.12% | +4.3% |
| BAC | Buy | BANK AMERICA CORP | $461,363 | +8.6% | 16,081 | +8.3% | 0.12% | +4.3% |
| MCD | Buy | MCDONALDS CORP | $439,814 | +6.8% | 1,474 | +0.1% | 0.12% | +2.7% |
| HON | HONEYWELL INTL INC | $441,975 | +8.6% | 2,130 | 0.0% | 0.12% | +3.6% | |
| MA | MASTERCARD INCORPORATEDcl a | $418,865 | +8.2% | 1,065 | 0.0% | 0.11% | +2.8% | |
| VTV | VANGUARD INDEX FDSvalue etf | $416,069 | +2.9% | 2,928 | 0.0% | 0.11% | -0.9% | |
| MMM | Sell | 3M CO | $403,963 | -8.6% | 4,036 | -4.0% | 0.11% | -13.1% |
| ABT | Sell | ABBOTT LABS | $401,989 | +6.9% | 3,687 | -0.7% | 0.11% | +2.9% |
| IBTD | ISHARES TRibonds 23 trm ts | $394,975 | 0.0% | 15,920 | 0.0% | 0.10% | -4.6% | |
| SO | Sell | SOUTHERN CO | $395,719 | -19.5% | 5,633 | -20.3% | 0.10% | -23.0% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $393,363 | +32.7% | 1,194 | +18.2% | 0.10% | +26.8% |
| CCK | CROWN HLDGS INC | $390,394 | +5.0% | 4,494 | 0.0% | 0.10% | +1.0% | |
| IEF | New | ISHARES TR7-10 yr trsy bd | $386,400 | – | 4,000 | +100.0% | 0.10% | – |
| ORCL | ORACLE CORP | $381,564 | +28.2% | 3,204 | 0.0% | 0.10% | +23.2% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $382,338 | +0.0% | 3,903 | 0.0% | 0.10% | -3.8% | |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $381,579 | +9.9% | 5,414 | -0.4% | 0.10% | +5.2% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $382,303 | -40.8% | 7,395 | -45.2% | 0.10% | -43.3% |
| DIS | Buy | DISNEY WALT CO | $382,492 | -3.4% | 4,284 | +8.3% | 0.10% | -7.3% |
| SEIX | Sell | VIRTUS ETF TR IIseix sr ln etf | $384,839 | -16.6% | 16,327 | -16.6% | 0.10% | -20.5% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $368,274 | +2.7% | 5,049 | -1.8% | 0.10% | -2.0% |
| RY | ROYAL BK CDA | $367,236 | -0.1% | 3,845 | 0.0% | 0.10% | -4.0% | |
| CVS | CVS HEALTH CORP | $359,476 | -7.0% | 5,200 | 0.0% | 0.10% | -10.4% | |
| WFC | WELLS FARGO CO NEW | $355,098 | +14.2% | 8,320 | 0.0% | 0.09% | +9.3% | |
| FLOT | ISHARES TRfltg rate nt etf | $338,766 | +0.9% | 6,666 | 0.0% | 0.09% | -3.3% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $337,195 | +14.5% | 2,817 | -0.8% | 0.09% | +9.9% |
| ILCV | ISHARES TRmorningstar valu | $338,587 | +4.1% | 5,090 | 0.0% | 0.09% | -1.1% | |
| SDY | SPDR SER TRs&p divid etf | $333,785 | -0.9% | 2,723 | 0.0% | 0.09% | -5.4% | |
| GD | GENERAL DYNAMICS CORP | $332,837 | -5.7% | 1,547 | 0.0% | 0.09% | -9.3% | |
| D | DOMINION ENERGY INC | $319,855 | -7.4% | 6,176 | 0.0% | 0.08% | -11.6% | |
| CSCO | Sell | CISCO SYS INC | $315,330 | -9.9% | 6,095 | -9.0% | 0.08% | -13.5% |
| VHT | VANGUARD WORLD FDShealth car etf | $316,249 | +2.7% | 1,292 | 0.0% | 0.08% | -2.4% | |
| Buy | DIMENSIONAL ETF TRUSTus mktwide value | $300,048 | +3.6% | 8,697 | +0.5% | 0.08% | -1.2% | |
| WEC | WEC ENERGY GROUP INC | $294,280 | -6.9% | 3,335 | 0.0% | 0.08% | -10.3% | |
| IWB | ISHARES TRrus 1000 etf | $292,488 | +8.2% | 1,200 | 0.0% | 0.08% | +4.1% | |
| MUB | ISHARES TRnational mun etf | $293,508 | -0.9% | 2,750 | 0.0% | 0.08% | -6.1% | |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $286,648 | +11.7% | 1,302 | +7.0% | 0.08% | +7.0% |
| DFAS | DIMENSIONAL ETF TRUSTus small cap etf | $285,892 | +4.0% | 5,217 | 0.0% | 0.08% | -1.3% | |
| IMCV | ISHARES TRmrgstr md cp val | $285,121 | +2.9% | 4,476 | 0.0% | 0.08% | -1.3% | |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $278,972 | -0.9% | 5,555 | 0.0% | 0.07% | -3.9% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $276,810 | +4.5% | 578 | 0.0% | 0.07% | 0.0% | |
| TFC | Sell | TRUIST FINL CORP | $276,246 | -14.3% | 9,102 | -3.7% | 0.07% | -18.0% |
| NKE | Sell | NIKE INCcl b | $275,263 | -10.6% | 2,494 | -0.6% | 0.07% | -14.1% |
| DHR | Sell | DANAHER CORPORATION | $275,760 | -8.0% | 1,149 | -3.4% | 0.07% | -11.0% |
| KMX | CARMAX INC | $274,955 | +30.2% | 3,285 | 0.0% | 0.07% | +24.1% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $258,643 | +4.9% | 7,673 | 0.0% | 0.07% | 0.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $253,434 | +1.7% | 9,618 | 0.0% | 0.07% | -2.9% | |
| MRNA | MODERNA INC | $251,505 | -20.9% | 2,070 | 0.0% | 0.07% | -24.1% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $250,105 | -12.9% | 2,787 | -6.4% | 0.07% | -16.5% |
| ADP | AUTOMATIC DATA PROCESSING IN | $249,901 | -1.3% | 1,137 | 0.0% | 0.07% | -5.7% | |
| ROBO | Sell | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $245,659 | -1.1% | 4,195 | -7.6% | 0.06% | -4.4% |
| CACC | CREDIT ACCEP CORP MICH | $245,838 | +16.5% | 484 | 0.0% | 0.06% | +12.1% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $248,100 | +4.2% | 1,500 | 0.0% | 0.06% | -1.5% | |
| TXN | Sell | TEXAS INSTRS INC | $232,226 | -6.6% | 1,290 | -3.5% | 0.06% | -10.3% |
| EMQQ | Sell | EXCHANGE TRADED CONCEPTS TRemqq em intern | $230,975 | -10.4% | 7,867 | -2.1% | 0.06% | -14.1% |
| WM | WASTE MGMT INC DEL | $232,773 | +6.3% | 1,342 | 0.0% | 0.06% | +1.7% | |
| AXP | AMERICAN EXPRESS CO | $229,073 | +5.6% | 1,315 | 0.0% | 0.06% | 0.0% | |
| JPST | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $224,627 | -0.4% | 4,480 | 0.0% | 0.06% | -4.8% | |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $219,930 | -8.6% | 1,354 | -13.3% | 0.06% | -12.1% |
| CNI | New | CANADIAN NATL RY CO | $213,083 | – | 1,760 | +100.0% | 0.06% | – |
| CSX | New | CSX CORP | $213,605 | – | 6,264 | +100.0% | 0.06% | – |
| ENB | ENBRIDGE INC | $205,365 | -2.6% | 5,528 | 0.0% | 0.05% | -6.9% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $200,908 | -0.2% | 418 | -1.9% | 0.05% | -3.6% |
| QCOM | Sell | QUALCOMM INC | $202,725 | -11.6% | 1,703 | -5.2% | 0.05% | -15.9% |
| CNHI | CNH INDL N V | $151,200 | -5.7% | 10,500 | 0.0% | 0.04% | -9.1% | |
| FHN | Buy | FIRST HORIZON CORPORATION | $134,411 | -34.9% | 11,926 | +2.7% | 0.04% | -38.6% |
| STXS | STEREOTAXIS INC | $25,337 | -25.0% | 16,560 | 0.0% | 0.01% | -22.2% | |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -5,920 | -100.0% | -0.06% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -4,030 | -100.0% | -0.06% | – |
| JD | Exit | JD.COM INCspon adr cl a | $0 | – | -5,539 | -100.0% | -0.07% | – |
| CP | Exit | CANADIAN PAC RY LTD | $0 | – | -5,906 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-07
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 | 2024-05-06 |
| 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 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-11 |
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.