$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 - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DE | New | DEERE & CO | $313,225 | – | 830 | +100.0% | 0.08% | – |
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% | – |
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.