$82.6 Million is the total value of Summit Investment Advisory Services, LLC's 51 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL | 7 | Q2 2024 | 4.4% |
| ISHARES TR | 7 | Q2 2024 | 7.8% |
| SPDR SER TR | 7 | Q2 2024 | 2.1% |
| SPDR SER TR | 7 | Q2 2024 | 2.1% |
| SPDR S&P 500 ETF TR | 7 | Q2 2024 | 0.8% |
| ISHARES TR | 7 | Q2 2024 | 3.1% |
| ISHARES TR | 7 | Q2 2024 | 1.2% |
| VANGUARD S&P | 7 | Q2 2024 | 0.5% |
| ISHARES TR | 6 | Q1 2024 | 35.2% |
| CAPITAL GROUP DIVIDEND VALUE | 6 | Q1 2024 | 16.0% |
View Summit Investment Advisory Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-02-02 |
View Summit Investment Advisory Services, 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.