$140 Million is the total value of Summit Investment Advisory Services, LLC's 53 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLG | New | SPDR SER TRportfolio s&p500 | $258,999 | – | 5,379 | +100.0% | 0.18% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $231,127 | – | 3,701 | +100.0% | 0.16% | – |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $201,673 | – | 2,765 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2023 | 35.2% |
| CAPITAL GROUP DIVIDEND VALUE | 4 | Q3 2023 | 16.0% |
| CAPITAL GROUP GROWTH ETF | 4 | Q3 2023 | 14.4% |
| CAPITAL GROUP CORE EQUITY ET | 4 | Q3 2023 | 12.9% |
| SPDR SER TR | 4 | Q3 2023 | 7.4% |
| ISHARES TR | 4 | Q3 2023 | 6.9% |
| SPDR SER TR | 4 | Q3 2023 | 6.7% |
| VANGUARD TOTAL | 4 | Q3 2023 | 4.4% |
| ISHARES TR | 4 | Q3 2023 | 3.9% |
| ISHARES TR | 4 | Q3 2023 | 2.9% |
View Summit Investment Advisory Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.