Summit-Investment-Advisory-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "BSX",
  null,
  "EVT",
  "ETY",
  null,
  null,
  null,
  "ETW",
  "HEFA",
  "IVW",
  "IJH",
  null,
  "EXG",
  null,
  null,
  "MDT",
  "MSFT",
  "IJR",
  "IWD",
  null,
  null,
  null,
  "IWF",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "SCHX",
  null,
  null,
  "SPYG",
  null,
  "SPLG",
  "VO",
  "ETV",
  null,
  "VIG",
  "ACP",
  "MGC",
  null,
  "IWR",
  "PEG",
  "IVE",
  "VUG",
  "MGK",
  "VB",
  "VOO",
  "VTV",
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "DGRO",
  "SPYV",
  null,
  null,
  "BRK-B",
  "USMV",
  "IWM",
  "ITOT",
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 68
Total Value: 203986341
Accession Number: 0001951757-25-000327
Form Type: 13F-HR
CIK: summit-investment-advisory-services
Manager Name: Summit-Investment-Advisory-Services

Data Enrichment

63% identified

43 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

68 positions • $204.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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921910873

MGC|921910873

Shares:2.2K

Value:$439.8K

% of Portfolio:0.2% ($439.8K/$204.0M)

MICROSOFT CORP

MSFT|594918104

Shares:1.1K

Value:$431.4K

% of Portfolio:0.2% ($431.4K/$204.0M)

464287655

IWM|464287655

Shares:2.1K

Value:$423.3K

% of Portfolio:0.2% ($423.3K/$204.0M)

72201R585

Shares:14.3K

Value:$378.1K

% of Portfolio:0.2% ($378.1K/$204.0M)

26922A503

Shares:6.6K

Value:$374.6K

% of Portfolio:0.2% ($374.6K/$204.0M)

00162Q452

Shares:7.1K

Value:$371.0K

% of Portfolio:0.2% ($371.0K/$204.0M)

NVIDIA CORP

NVDA|67066G104

Shares:3.1K

Value:$340.5K

% of Portfolio:0.2% ($340.5K/$204.0M)

23908L207

Shares:8.0K

Value:$337.8K

% of Portfolio:0.2% ($337.8K/$204.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:633

Value:$337.1K

% of Portfolio:0.2% ($337.1K/$204.0M)

33734H106

Shares:7.4K

Value:$328.3K

% of Portfolio:0.2% ($328.3K/$204.0M)

464287614

IWF|464287614

Shares:873

Value:$315.2K

% of Portfolio:0.2% ($315.2K/$204.0M)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:3.8K

Value:$310.8K

% of Portfolio:0.2% ($310.8K/$204.0M)

Medtronic plc

MDT|G5960L103

Shares:3.2K

Value:$290.1K

% of Portfolio:0.1% ($290.1K/$204.0M)

46432F834

IXUS|46432F834

Shares:4.0K

Value:$281.1K

% of Portfolio:0.1% ($281.1K/$204.0M)

33733E104

Shares:3.0K

Value:$266.3K

% of Portfolio:0.1% ($266.3K/$204.0M)

464287598

IWD|464287598

Shares:1.4K

Value:$263.2K

% of Portfolio:0.1% ($263.2K/$204.0M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.6K

Value:$261.1K

% of Portfolio:0.1% ($261.1K/$204.0M)

26922A404

Shares:9.7K

Value:$252.5K

% of Portfolio:0.1% ($252.5K/$204.0M)

78468R523

Shares:2.5K

Value:$250.4K

% of Portfolio:0.1% ($250.4K/$204.0M)

00214Q302

Shares:12.0K

Value:$249.6K

% of Portfolio:0.1% ($249.6K/$204.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(MGCcusip921910873)	2.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$439.8K	0.2% ($439.8K/$204.0M)	QoQ -5.30% (-$24.6K) YoY +7.76% (+$31.7K)
MICROSOFT CORP(MSFTcusip594918104)	1.1K	QoQ +44.52% (+354) YoY +1.05% (-12)	All Managers (Combined)	$431.4K	0.2% ($431.4K/$204.0M)	QoQ +28.70% (+$96.2K) YoY -9.82% (-$47.0K)
(IWMcusip464287655)	2.1K	QoQ +0.04% (-1) YoY -4.80% (-107)	All Managers (Combined)	$423.3K	0.2% ($423.3K/$204.0M)	QoQ -9.68% (-$45.4K) YoY -9.67% (-$45.4K)
(cusip72201R585)✕	14.3K	QoQ +22.58% (+2.6K) YoY NEW(+14.3K)	All Managers (Combined)	$378.1K	0.2% ($378.1K/$204.0M)	QoQ +24.62% (+$74.7K) YoY NEW(+$378.1K)
(cusip26922A503)✕	6.6K	QoQ +0.12% (-8) YoY +0.82% (+54)	All Managers (Combined)	$374.6K	0.2% ($374.6K/$204.0M)	QoQ -3.27% (-$12.7K) YoY +4.97% (+$17.8K)
(cusip00162Q452)✕	7.1K	QoQ +1.29% (+91) YoY +5.55% (+376)	All Managers (Combined)	$371.0K	0.2% ($371.0K/$204.0M)	QoQ +9.24% (+$31.4K) YoY +15.51% (+$49.8K)
NVIDIA CORP(NVDAcusip67066G104)	3.1K	QoQ +83.95% (+1.4K) YoY +1198.34% (+2.9K)	All Managers (Combined)	$340.5K	0.2% ($340.5K/$204.0M)	QoQ +48.45% (+$111.2K) YoY +55.73% (+$121.9K)
(cusip23908L207)✕	8.0K	QoQ 0.00% (+0) YoY -1.52% (-124)	All Managers (Combined)	$337.8K	0.2% ($337.8K/$204.0M)	QoQ +0.49% (+$1.7K) YoY +3.22% (-$10.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	633	QoQ +16.78% (+91) YoY +3.26% (+20)	All Managers (Combined)	$337.1K	0.2% ($337.1K/$204.0M)	QoQ +37.22% (+$91.4K) YoY +30.77% (+$79.3K)
(cusip33734H106)✕	7.4K	QoQ +1.51% (+110) YoY -4.37% (-337)	All Managers (Combined)	$328.3K	0.2% ($328.3K/$204.0M)	QoQ +3.72% (+$11.8K) YoY +0.96% (-$3.1K)
(IWFcusip464287614)	873	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$315.2K	0.2% ($315.2K/$204.0M)	QoQ -10.08% (-$35.3K) YoY +7.13% (+$21.0K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	3.8K	QoQ +2.05% (-76) YoY 0.00% (+0)	All Managers (Combined)	$310.8K	0.2% ($310.8K/$204.0M)	QoQ -0.59% (-$1.9K) YoY +23.24% (+$58.6K)
Medtronic plc(MDTcusipG5960L103)	3.2K	QoQ NEW(+3.2K) YoY -39.64% (-2.1K)	All Managers (Combined)	$290.1K	0.1% ($290.1K/$204.0M)	QoQ NEW(+$290.1K) YoY -37.76% (-$176.0K)
(IXUScusip46432F834)	4.0K	QoQ 0.00% (+0) YoY +5.44% (+208)	All Managers (Combined)	$281.1K	0.1% ($281.1K/$204.0M)	QoQ +5.54% (+$14.8K) YoY +8.47% (+$22.0K)
(cusip33733E104)✕	3.0K	QoQ -4.53% (-141) YoY -2.46% (-75)	All Managers (Combined)	$266.3K	0.1% ($266.3K/$204.0M)	QoQ -2.56% (-$7.0K) YoY +2.09% (-$5.5K)
(IWDcusip464287598)	1.4K	QoQ 0.00% (+0) YoY -1.20% (-17)	All Managers (Combined)	$263.2K	0.1% ($263.2K/$204.0M)	QoQ +1.63% (+$4.2K) YoY +3.79% (-$9.6K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.6K	QoQ +2.21% (+56) YoY NEW(+2.6K)	All Managers (Combined)	$261.1K	0.1% ($261.1K/$204.0M)	QoQ +15.44% (+$34.9K) YoY NEW(+$261.1K)
(cusip26922A404)✕	9.7K	QoQ +0.02% (+2) YoY +4.93% (+456)	All Managers (Combined)	$252.5K	0.1% ($252.5K/$204.0M)	QoQ +4.74% (+$11.4K) YoY +9.27% (+$21.4K)
(cusip78468R523)✕	2.5K	QoQ 0.00% (+0) YoY NEW(+2.5K)	All Managers (Combined)	$250.4K	0.1% ($250.4K/$204.0M)	QoQ +0.34% (+$855) YoY NEW(+$250.4K)
(cusip00214Q302)✕	12.0K	QoQ -21.17% (-3.2K) YoY -36.25% (-6.8K)	All Managers (Combined)	$249.6K	0.1% ($249.6K/$204.0M)	QoQ -30.50% (-$109.5K) YoY -53.98% (-$292.8K)