Summit Investment Advisory Services, LLC Top Holdings and 13F Report (2025) About Summit Investment Advisory Services, LLCInvestment ActivitySummit Investment Advisory Services, LLC has $193.93 million in total holdings as of December 31, 2024.Summit Investment Advisory Services, LLC owns shares of 70 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 7.66% of the portfolio was purchased this quarter.About 5.37% of the portfolio was sold this quarter.This quarter, Summit Investment Advisory Services, LLC has purchased 71 new stocks and bought additional shares in 43 stocks.Summit Investment Advisory Services, LLC sold shares of 15 stocks and completely divested from 3 stocks this quarter.Largest Holdings Capital Group Dividend Value ETF $32,477,050Capital Group Growth ETF $29,931,471iShares Core Dividend Growth ETF $22,569,997Capital Group Core Equity ETF $22,064,929SPDR Portfolio S&P 1500 Composite Stock Market ETF $9,836,868 Largest New Holdings this Quarter FIDELITY COVINGTON TRUST $9,215,155 HoldingSPDR Bloomberg 3-12 Month T-Bill ETF $249,561 Holding Largest Purchases this Quarter FIDELITY COVINGTON TRUST 284,858 shares (about $9.22M)Capital Group Dividend Value ETF 35,778 shares (about $1.26M)Capital Group Growth ETF 26,336 shares (about $978.91K)Capital Group Core Equity ETF 27,498 shares (about $961.61K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 8,315 shares (about $593.94K) Largest Sales this Quarter SPDR Portfolio S&P 600 Small Cap ETF 196,605 shares (about $8.83M)iShares Core Dividend Growth ETF 5,831 shares (about $357.67K)iShares MSCI USA Min Vol Factor ETF 1,705 shares (about $151.39K)iShares S&P 500 Value ETF 379 shares (about $72.35K)iShares S&P 500 Growth ETF 467 shares (about $47.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSummit Investment Advisory Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCGDVCapital Group Dividend Value ETF$32,477,050$1,261,532 ▲4.0%921,07416.7%ETFCGGRCapital Group Growth ETF$29,931,471$978,909 ▲3.4%805,25915.4%ETFDGROiShares Core Dividend Growth ETF$22,569,997$357,674 ▼-1.6%367,94911.6%ETFCGUSCapital Group Core Equity ETF$22,064,929$961,606 ▲4.6%630,96711.4%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$9,836,868$593,942 ▲6.4%137,7135.1%ETFFIDELITY COVINGTON TRUST$9,215,155$9,215,155 ▲New Holding284,8584.8%ENHANCED SMALLIVWiShares S&P 500 Growth ETF$7,478,470$47,414 ▼-0.6%73,6583.9%ETFVTIVanguard Total Stock Market ETF$5,378,917$2,898 ▲0.1%18,5602.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$3,570,832$24,180 ▼-0.7%27,7631.8%ETFIVEiShares S&P 500 Value ETF$3,316,237$72,345 ▼-2.1%17,3731.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,956,318$69,792 ▲2.4%33,6331.5%ETFIJHiShares Core S&P Mid-Cap ETF$2,681,493$23,802 ▼-0.9%43,0351.4%ETFVUGVanguard Growth ETF$2,526,443$410 ▲0.0%6,1551.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,234,440$151,390 ▼-6.3%25,1651.2%ETFINCMFranklin Income Focus ETF$2,228,649$272,666 ▲13.9%85,3891.1%ETFSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$1,975,402$3,693 ▼-0.2%55,1021.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,794,902$34,558 ▲2.0%22,1780.9%ManufacturingSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,775,713$139,896 ▲8.6%32,4690.9%ETFSPYSPDR S&P 500 ETF Trust$1,683,750$29,303 ▲1.8%2,8730.9%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$1,657,746$66,379 ▲4.2%32,4160.9%ETFVBVanguard Small-Cap ETF$1,620,651$3,364 ▲0.2%6,7450.8%ETFJIREJPMorgan International Research Enhanced Equity ETF$1,519,317$65,355 ▲4.5%25,9670.8%ETFVTVVanguard Value ETF$1,428,659$4,232 ▲0.3%8,4390.7%ETFIJRiShares Core S&P Small-Cap ETF$1,238,901$7,144 ▲0.6%10,7520.6%ETFHDViShares Core High Dividend ETF$960,871$10,104 ▼-1.0%8,5590.5%ETFEVTEaton Vance Tax-Advantaged Dividend Income Fund$876,003$9,356 ▲1.1%36,4240.5%Financial ServicesSPLGSPDR Portfolio S&P 500 ETF$875,215$264,736 ▲43.4%12,6950.5%ETFIVViShares Core S&P 500 ETF$869,426$4,709 ▲0.5%1,4770.4%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$851,312$8,831,374 ▼-91.2%18,9520.4%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$836,897$9,973 ▼-1.2%24,0830.4%ETFMGKVanguard Mega Cap Growth ETF$826,466$12,361 ▼-1.5%2,4070.4%ETFVOVanguard Mid-Cap ETF$807,646$28,260 ▲3.6%3,0580.4%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$770,850$45 ▲0.0%17,1070.4%ETFETYEaton Vance Tax-Managed Diversified Equity Income Fund$689,164$10,884 ▲1.6%46,0980.4%Financial ServicesIWRiShares Russell Mid-Cap ETF$679,600$14,232 ▲2.1%7,6880.4%ETFKOMPSPDR S&P Kensho New Economies Composite ETF$667,521$1,627 ▼-0.2%13,1320.3%ETFARKKARK Innovation ETF$609,198$24,070 ▲4.1%10,7310.3%ETFVIGVanguard Dividend Appreciation ETF$577,749$47,199 ▼-7.6%2,9500.3%ETFPIMCO ETF TR$509,003$30,021 ▼-5.6%5,6290.3%ACTIVE BD ETFVOOVanguard S&P 500 ETF$502,198$2,694 ▲0.5%9320.3%ETFCGXUCapital Group International Focus Equity ETF$486,867$123,573 ▲34.0%19,7350.3%ETFIWMiShares Russell 2000 ETF$468,709$221 ▲0.0%2,1210.2%FinanceMGCVanguard Mega Cap ETF$464,4500.0%2,1840.2%ETFVUSEVident Core U.S. Equity Fund$387,247$1,583 ▲0.4%6,6040.2%ETFARKGARK Genomic Revolution ETF$359,095$24,134 ▼-6.3%15,2510.2%ETFIWFiShares Russell 1000 Growth ETF$350,5800.0%8730.2%ETFSCHXSchwab US Large-Cap ETF$350,274$233,516 ▲200.0%15,1110.2%ETFAMLPAlerian MLP ETF$339,594$4,527 ▲1.4%7,0510.2%ETFDUSADavis Select U.S. Equity ETF$336,1640.0%7,9830.2%ETFMSFTMicrosoft$335,2020.0%7950.2%Computer and TechnologyAAPLApple$328,3000.0%1,3110.2%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$316,527$436 ▲0.1%7,2530.2%ETFPEGPublic Service Enterprise Group$312,6970.0%3,7010.2%UtilitiesPYLDPIMCO Multi Sector Bond Active ETF$303,409$107,487 ▲54.9%11,7060.2%ETFQUALiShares MSCI USA Quality Factor ETF$281,559$712 ▲0.3%1,5810.1%ETFFTCSFirst Trust Capital Strength ETF$273,330$17,391 ▲6.8%3,1120.1%ETFIXUSiShares Core MSCI Total International Stock ETF$266,2800.0%4,0260.1%ManufacturingMDYVSPDR S&P 400 Mid Cap Value ETF$264,876$28,629 ▲12.1%3,3030.1%ETFIWDiShares Russell 1000 Value ETF$258,9970.0%1,3990.1%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$249,561$249,561 ▲New Holding2,5170.1%ETFBRK.BBerkshire Hathaway$245,676$7,252 ▲3.0%5420.1%FinanceVIDIVident International Equity Strategy ETF$241,072$7,213 ▲3.1%9,6930.1%FinanceETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$239,308$4,943 ▲2.1%16,6070.1%Financial ServicesMTUMiShares MSCI USA Momentum Factor ETF$230,141$621 ▲0.3%1,1120.1%ETFNVDANVIDIA$229,3890.0%1,7080.1%Computer and TechnologyBSXBoston Scientific$226,1580.0%2,5320.1%MedicalVBKVanguard Small-Cap Growth ETF$210,968$280 ▲0.1%7530.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$204,268$273 ▲0.1%2,2460.1%ETFETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$179,581$4,151 ▲2.4%21,3280.1%Financial ServicesEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$116,504$2,704 ▲2.4%14,2600.1%Financial ServicesMDTMedtronic$0$348,471 ▼-100.0%00.0%MedicalDNLWisdomTree Global ex U.S. Quality Dividend Growth Fund$0$207,183 ▼-100.0%00.0%FinanceEFAiShares MSCI EAFE ETF$0$201,381 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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