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Home > Institutional Investor > Summit Investment Advisory Services, Llc > 13F Holdings

Instuitional Investor - Summit Investment Advisory Services, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Group Dividend Value
 921,074 $32,477,050 16.74%
2.
Capital Group Growth Etf
 805,259 $29,931,471 15.43%
3.
Ishares Tr
 367,949 $22,569,997 11.63%
4.
Capital Group Core Equity Et
 630,967 $22,064,929 11.37%
5.
Spdr Series Trust
 137,713 $9,836,868 5.07%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)