Notify me when SUMMIT SECURITIES GROUP LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 842 | $304,577,621 | +$173,278,056 | -$162,380,787 | +$10,897,269 | AAPL, QQQ, AMZN, KRE, XOP | 13F-HR | 13 Nov 2025, 09:53 |
| Q2 2025 | 914 | $279,534,513 | +$201,697,031 | -$74,425,752 | +$127,271,279 | AZEK, QQQ, AAPL, ERIC, AMD | 13F-HR | 12 Aug 2025, 15:41 |
| Q1 2025 | 621 | $144,187,015 | +$94,842,454 | -$214,313,201 | -$119,470,747 | AAPL, QQQ, MO, CME, SPY | 13F-HR | 13 May 2025, 16:21 |
| Q4 2024 | 476 | $268,004,881 | +$227,833,478 | -$106,380,409 | +$121,453,069 | AVGO, SPY, DIA, ET, XLU | 13F-HR | 12 Feb 2025, 11:52 |
| Q3 2024 | 413 | $142,382,000 | +$54,319,879 | -$166,239,848 | -$111,919,969 | AAPL, ET, AMZN, MO, GOOGL | 13F-HR | 07 Nov 2024, 10:32 |
| Q2 2024 | 429 | $250,880,000 | +$157,484,268 | -$115,412,002 | +$42,072,266 | SPY, AAPL, AMZN, AMD, TSLA | 13F-HR | 26 Jul 2024, 10:47 |
| Q1 2024 | 263 | $218,489,000 | +$154,193,269 | -$192,276,919 | -$38,083,650 | MSFT, SPY, BITO, ET, ABBV | 13F-HR | 13 May 2024, 12:22 |
| Q4 2023 | 428 | $246,737,000 | +$196,327,720 | -$98,825,445 | +$97,502,275 | TLT, SPY, AVGO, BP, IYR | 13F-HR | 13 Feb 2024, 19:01 |
| Q3 2023 | 1,031 | $970,686,000 | +$569,732,497 | -$383,343,313 | +$186,389,184 | SPY, SGEN, SGEN, IWM, AAPL | 13F-HR | 13 Nov 2023, 11:55 |
| Q2 2023 | 977 | $762,881,000 | +$359,155,480 | -$815,685,533 | -$456,530,053 | SGEN, SGEN, SE, SE, ATVI | 13F-HR | 14 Aug 2023, 14:46 |
| Q1 2023 | 751 | $1,217,084,000 | +$345,559,968 | -$1,011,499,326 | -$665,939,358 | SPY, IWM, IWM, EEM, SE | 13F-HR | 12 May 2023, 15:01 |
| Q4 2022 | 1,114 | $2,657,597,000 | +$1,983,489,700 | -$393,830,933 | +$1,589,658,767 | QQQ, SPY, SPY, QQQ, AAPL | 13F-HR | 13 Feb 2023, 15:35 |
| Q3 2022 | 884 | $1,336,799,000 | +$862,589,372 | -$203,985,944 | +$658,603,428 | NFLX, MSFT, MSFT, META, AMZN | 13F-HR | 02 Nov 2022, 10:35 |
| Q2 2022 | 905 | $804,272,000 | +$455,150,804 | -$213,398,032 | +$241,752,772 | QQQ, AMZN, AMZN, SPY, IWM | 13F-HR | 02 Aug 2022, 10:05 |
| Q1 2022 | 1,055 | $893,942,000 | +$361,883,616 | -$1,017,403,046 | -$655,519,430 | SPY, IWM, QQQ, ATVI, PXD | 13F-HR | 11 May 2022, 10:28 |
| Q4 2021 | 356 | $1,115,257,000 | +$763,845,858 | -$131,529,219 | +$632,316,639 | AAPL, META, SPY, XOM, WFC | 13F-HR | 18 Jan 2022, 11:14 |
| Q3 2021 | 320 | $453,744,000 | $0 | $0 | $0 | JPM, SPY, PFE, TSM, CAT | 13F-HR | 19 Oct 2021, 21:50 |
| Q2 2021 | 332 | $469,799,000 | $0 | $0 | $0 | JPM, PSXP, WFC, PARA, TSM | 13F-HR | 19 Jul 2021, 13:31 |
| Q1 2021 | 247 | $338,384,000 | $0 | $0 | $0 | MO, GME, PARA, AVGO, NXPI | 13F-HR | 14 Apr 2021, 09:54 |
| Q4 2020 | 383 | $762,785,000 | $0 | SPY, SPY, QCOM, QQQ, MO | 13F-HR | 25 Feb 2021, 13:07 | ||
| Q3 2020 | 260 | $523,338,318 | $0 | AAPL, IWM, SPY, MSFT, IWM | 13F-HR | 19 Oct 2020, 11:46 | ||
| Q2 2020 | 291 | $499,820,000 | $0 | AAPL, SPY, IACXXXX, TIF, TAK | 13F-HR | 06 Aug 2020, 12:17 | ||
| Q1 2020 | 188 | $326,966,000 | $0 | VCIT, VCLT, SPY, AAPL, BMY | 13F-HR | 28 Apr 2020, 16:51 | ||
| Q4 2019 | 313 | $969,626,000 | $0 | AAPL, MSFT, WDC, DIS, BMY | 13F-HR | 13 Jan 2020, 09:00 | ||
| Q3 2019 | 253 | $945,697,000 | $0 | AAPL, USB, HD, CAG, VCIT | 13F-HR | 18 Oct 2019, 10:10 | ||
| Q2 2019 | 236 | $542,476,000 | $0 | SFLY, INTC, QCOM, HD, AFL | 13F-HR | 16 Jul 2019, 15:44 | ||
| Q1 2019 | 161 | $487,439,000 | $0 | BMY, LLY, BMY, QCOM, VCIT | 13F-HR | 09 May 2019, 11:40 | ||
| Q4 2018 | 216 | $566,715,000 | $0 | GOLDZZZZ, FCB, JPM, T, GS | 13F-HR | 23 Jan 2019, 15:18 | ||
| Q3 2018 | 165 | $265,058,000 | $0 | ANDV, QCOM, CIXXXX, SHPG, BPY | 13F-HR | 13 Nov 2018, 11:31 | ||
| Q2 2018 | 158 | $590,589,896 | $0 | SPY, AAPL, DPS, FOXA, FOXA | 13F-HR | 27 Jul 2018, 10:21 | ||
| Q1 2018 | 103 | $326,755,000 | $0 | SPY, BAC, BA, DPS, QCOM | 13F-HR | 01 May 2018, 14:12 | ||
| Q4 2017 | 157 | $392,572,000 | $0 | AAPL, BAC, ABT, NVDA, QCOM | 13F-HR | 01 Feb 2018, 09:27 | ||
| Q3 2017 | 152 | $428,449,000 | $0 | SPY, AAPL, AMZN, BAC, WMT | 13F-HR | 30 Oct 2017, 14:15 | ||
| Q2 2017 | 195 | $348,228,000 | $0 | AAPL, DIA, MSFT, JPM, IGSB | 13F-HR | 02 Aug 2017, 11:40 | ||
| Q1 2017 | 271 | $280,406,000 | $0 | AAPL, DIA, CCMPXXXX, IGSB, JPM | 13F-HR | 02 May 2017, 15:39 | ||
| Q4 2016 | 216 | $295,568,000 | $0 | FXI, IGSB, DIA, BAC, ROST | 13F-HR | 25 Jan 2017, 11:07 | ||
| Q3 2016 | 133 | $229,416,000 | +$181,722,511 | -$53,439,334 | +$128,283,177 | PG, AAPL, VCSH, MSFT, JNJ | 13F-HR | 07 Nov 2016, 13:29 |
| Q2 2016 | 230 | $185,332,000 | +$147,120,739 | -$33,469,225 | +$113,651,514 | HYG, TLT, IGIB, PCLN, SPY | 13F-HR | 12 Aug 2016, 11:57 |
| Q1 2016 | 133 | $142,790,000 | +$131,089,990 | -$62,574,207 | +$68,515,783 | VCSH, FOXA, CHKP, NXPI, AGG | 13F-HR | 11 May 2016, 15:07 |
| Q4 2015 | 238 | $307,931,000 | +$253,122,794 | -$21,396,388 | +$231,726,406 | DIA, GEXXXX, DIS, SBUX, JPM | 13F-HR | 11 Feb 2016, 16:02 |
| Q3 2015 | 291 | $114,923,084 | +$54,237,024 | -$108,814,699 | -$54,577,675 | AAPL, GILD, BIV, LQD, IGIB | 13F-HR | 12 Nov 2015, 12:28 |
| Q2 2015 | 429 | $203,909,858 | +$140,900,968 | -$20,624,407 | +$120,276,561 | AAPL, TWC, GILD, DIS, JPM | 13F-HR | 05 Aug 2015, 14:15 |
| Q1 2015 | 320 | $116,890,000 | $0 | AAPL, SPY, SBUX, VCLT, WMT | 13F-HR | 22 Apr 2015, 14:39 | ||
| Q4 2014 | 462 | $342,904,000 | $0 | AAPL, BAC, MSFT, JPM, MDTXXXX | 13F-HR | 05 Feb 2015, 14:36 | ||
| Q3 2014 | 579 | $341,116,000 | +$153,908,572 | -$88,260,568 | +$65,648,004 | INTC, BAC, XLP, MSFT, AAPL | 13F-HR | 13 Nov 2014, 10:53 |
| Q2 2014 | 526 | $291,433,000 | +$206,997,345 | -$28,701,204 | +$178,296,141 | AAPL, GEXXXX, CMCSA, JPM, XLP | 13F-HR | 12 Aug 2014, 12:06 |
| Q1 2014 | 358 | $166,582,000 | +$54,919,845 | -$302,918,841 | -$247,998,996 | AAPL, XLP, TLT, CSCO, MCD | 13F-HR | 17 Apr 2014, 10:42 |
| Q4 2013 | 425 | $572,621,000 | $0 | AAPL, SPY, CME, DOW, QCOM | 13F-HR | 13 Feb 2014, 14:04 |