Summit Investment Advisory Services, LLC Top Holdings and 13F Report (2025) About Summit Investment Advisory Services, LLCInvestment ActivitySummit Investment Advisory Services, LLC has $203.99 million in total holdings as of March 31, 2025.Summit Investment Advisory Services, LLC owns shares of 68 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 11.60% of the portfolio was purchased this quarter.About 3.25% of the portfolio was sold this quarter.This quarter, Summit Investment Advisory Services, LLC has purchased 70 new stocks and bought additional shares in 30 stocks.Summit Investment Advisory Services, LLC sold shares of 30 stocks and completely divested from 4 stocks this quarter.Largest Holdings Capital Group Dividend Value ETF $33,183,960Capital Group Growth ETF $26,446,572Franklin Income Focus ETF $23,558,040iShares Core Dividend Growth ETF $22,368,956Capital Group Core Equity ETF $21,171,943 Largest New Holdings this Quarter G5960L103 - Medtronic $290,070 Holding003057106 - Abrdn Income Credit Strategies Fund $58,900 Holding Largest Purchases this Quarter Franklin Income Focus ETF 799,254 shares (about $21.28M)Capital Group Dividend Value ETF 10,014 shares (about $356.90K)Medtronic 3,228 shares (about $290.07K)FIDELITY COVINGTON TRUST 9,342 shares (about $275.40K)PIMCO Municipal Income Opportunities Active Exchange-Traded Fund 4,172 shares (about $186.61K) Largest Sales this Quarter Capital Group Growth ETF 33,098 shares (about $1.13M)SPDR Portfolio S&P 400 Mid Cap ETF 7,705 shares (about $394.35K)iShares S&P 500 Growth ETF 4,100 shares (about $380.60K)iShares Core Dividend Growth ETF 5,875 shares (about $362.96K)iShares S&P 500 Value ETF 1,774 shares (about $338.09K) 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$33,183,960$356,899 ▲1.1%931,08816.3%ETFCGGRCapital Group Growth ETF$26,446,572$1,133,609 ▼-4.1%772,16113.0%ETFINCMFranklin Income Focus ETF$23,558,040$21,284,131 ▲936.0%884,64311.5%ETFDGROiShares Core Dividend Growth ETF$22,368,956$362,958 ▼-1.6%362,07411.0%ETFCGUSCapital Group Core Equity ETF$21,171,943$97,662 ▲0.5%633,89110.4%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$9,462,613$96,778 ▲1.0%139,1364.6%ETFFIDELITY COVINGTON TRUST$8,673,011$275,402 ▲3.3%294,2004.3%ENHANCED SMALLIVWiShares S&P 500 Growth ETF$6,457,057$380,602 ▼-5.6%69,5583.2%ETFVTIVanguard Total Stock Market ETF$5,100,014$1,099 ▼0.0%18,5562.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$3,439,309$51,976 ▲1.5%28,1891.7%ETFIVEiShares S&P 500 Value ETF$2,972,905$338,094 ▼-10.2%15,5991.5%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,577,308$125,779 ▼-4.7%32,0681.3%ETFIJHiShares Core S&P Mid-Cap ETF$2,435,933$75,155 ▼-3.0%41,7471.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,345,181$11,801 ▼-0.5%25,0391.1%ETFVUGVanguard Growth ETF$2,225,741$56,737 ▼-2.5%6,0021.1%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,830,296$15,645 ▼-0.8%54,6350.9%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,794,482$23,319 ▲1.3%22,4700.9%ManufacturingSPYVSPDR Portfolio S&P 500 Value ETF$1,633,834$21,654 ▼-1.3%31,9920.8%ETFSPYSPDR S&P 500 ETF Trust$1,579,775$27,411 ▼-1.7%2,8240.8%FinanceVBVanguard Small-Cap ETF$1,469,438$26,165 ▼-1.7%6,6270.7%ETFVTVVanguard Value ETF$1,359,047$98,629 ▼-6.8%7,8680.7%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,267,438$394,347 ▼-23.7%24,7640.6%ETFIJRiShares Core S&P Small-Cap ETF$1,088,284$36,077 ▼-3.2%10,4070.5%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$951,796$186,611 ▲24.4%21,2790.5%ETFVOVanguard Mid-Cap ETF$930,252$139,396 ▲17.6%3,5970.5%ETFEVTEaton Vance Tax-Advantaged Dividend Income Fund$850,805$3,211 ▲0.4%36,5620.4%Financial ServicesSPLGSPDR Portfolio S&P 500 ETF$833,700$1,118 ▼-0.1%12,6780.4%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$765,542$108,435 ▼-12.4%21,0950.4%ETFIVViShares Core S&P 500 ETF$763,800$66,320 ▼-8.0%1,3590.4%ETFMGKVanguard Mega Cap Growth ETF$724,695$18,843 ▼-2.5%2,3460.4%ETFETYEaton Vance Tax-Managed Diversified Equity Income Fund$667,701$10,339 ▲1.6%46,8230.3%Financial ServicesIWRiShares Russell Mid-Cap ETF$654,146$170 ▲0.0%7,6900.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$617,153$155,338 ▼-20.1%15,1410.3%ETFCGXUCapital Group International Focus Equity ETF$616,735$133,614 ▲27.7%25,1930.3%ETFKOMPSPDR S&P Kensho New Economies Composite ETF$585,189$25,289 ▼-4.1%12,5880.3%ETFARKKARK Innovation ETF$573,245$62,663 ▲12.3%12,0480.3%ETFVIGVanguard Dividend Appreciation ETF$565,815$6,401 ▼-1.1%2,9170.3%ETFPIMCO ETF TR$495,215$25,339 ▼-4.9%5,3550.2%ACTIVE BD ETFVOOVanguard S&P 500 ETF$480,474$1,542 ▲0.3%9350.2%ETFAAPLApple$450,478$159,267 ▲54.7%2,0280.2%Computer and TechnologyMGCVanguard Mega Cap ETF$439,8150.0%2,1840.2%ETFMSFTMicrosoft$431,429$132,921 ▲44.5%1,1490.2%Computer and TechnologyIWMiShares Russell 2000 ETF$423,297$199 ▲0.0%2,1220.2%FinancePYLDPIMCO Multi Sector Bond Active ETF$378,115$69,668 ▲22.6%14,3500.2%ETFVUSEVident Core U.S. Equity Fund$374,564$453 ▲0.1%6,6120.2%ETFAMLPAlerian MLP ETF$370,975$4,727 ▲1.3%7,1420.2%ETFNVDANVIDIA$340,548$155,425 ▲84.0%3,1420.2%Computer and TechnologyDUSADavis Select U.S. Equity ETF$337,8410.0%7,9830.2%ETFBRK.BBerkshire Hathaway$337,122$48,465 ▲16.8%6330.2%FinanceFVDFirst Trust Value Line Dividend Index Fund$328,305$4,905 ▲1.5%7,3630.2%ETFIWFiShares Russell 1000 Growth ETF$315,2310.0%8730.2%ETFPEGPublic Service Enterprise Group$310,847$6,255 ▲2.1%3,7770.2%UtilitiesMDTMedtronic$290,070$290,070 ▲New Holding3,2280.1%MedicalIXUSiShares Core MSCI Total International Stock ETF$281,0550.0%4,0260.1%ManufacturingFTCSFirst Trust Capital Strength ETF$266,319$12,639 ▼-4.5%2,9710.1%ETFIWDiShares Russell 1000 Value ETF$263,2360.0%1,3990.1%ETFBSXBoston Scientific$261,077$5,649 ▲2.2%2,5880.1%MedicalVIDIVident International Equity Strategy ETF$252,504$52 ▲0.0%9,6950.1%FinanceBILSSPDR Bloomberg 3-12 Month T-Bill ETF$250,4160.0%2,5170.1%ETFARKGARK Genomic Revolution ETF$249,563$67,057 ▼-21.2%12,0210.1%ETFSCHXSchwab US Large-Cap ETF$249,063$84,589 ▼-25.4%11,2800.1%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$243,417$11,096 ▼-4.4%3,1590.1%ETFQUALiShares MSCI USA Quality Factor ETF$233,128$37,089 ▼-13.7%1,3640.1%ETFETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$223,937$4,557 ▲2.1%16,9520.1%Financial ServicesMTUMiShares MSCI USA Momentum Factor ETF$208,675$16,176 ▼-7.2%1,0320.1%ETFETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$180,163$4,207 ▲2.4%21,8380.1%Financial ServicesEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$118,851$2,776 ▲2.4%14,6010.1%Financial ServicesACPAbrdn Income Credit Strategies Fund$58,900$58,900 ▲New Holding10,0000.0%Financial ServicesJIREJPMorgan International Research Enhanced Equity ETF$0$1,519,317 ▼-100.0%00.0%ETFHDViShares Core High Dividend ETF$0$960,871 ▼-100.0%00.0%ETFVBKVanguard Small-Cap Growth ETF$0$210,968 ▼-100.0%00.0%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$0$204,268 ▼-100.0%00.0%ETFShowing 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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