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| Name: |
SUMMIT ASSET MANAGEMENT, LLC |
| City: |
MEMPHIS |
| State: |
TN |
| Zip: |
38117 |
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data |
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Filing Period: |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
COWZ |
Pacer Us Cash Cows 100 Etf |
78 |
New |
$0.00 |
$649,000 |
11,175 |
0.14% |
649,000 |
11,175 |
0.001 |
N/A |
|
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OSEA |
Harbor International Compou... |
137 |
New |
$0.00 |
$265,000 |
9,695 |
0.06% |
265,000 |
9,695 |
0.108 |
N/A |
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CI |
Cigna Corporation |
142 |
New |
$339.26 |
$239,000 |
657 |
0.05% |
239,000 |
657 |
0 |
Health Care Plans |
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CRM |
Salesforce.com Inc |
149 |
New |
$284.68 |
$220,000 |
729 |
0.05% |
220,000 |
729 |
0 |
Internet Software & S... |
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ESGA |
American Century Sustainabl... |
150 |
New |
$0.00 |
$211,000 |
3,210 |
0.05% |
211,000 |
3,210 |
0.036 |
N/A |
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VFH |
Vanguard Financial VIPERS |
154 |
New |
$102.36 |
$205,000 |
2,004 |
0.04% |
205,000 |
2,004 |
0.002 |
Closed - End Fund - E... |
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ENB |
Enbridge Inc (USA) |
156 |
New |
$36.76 |
$200,000 |
5,528 |
0.04% |
200,000 |
5,528 |
0 |
Oil & Gas Pipelines &... |
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ICLN |
iShares S&P Global Clean En... |
157 |
New |
$14.25 |
$146,000 |
10,425 |
0.03% |
146,000 |
10,425 |
0.009 |
Closed - End Fund - Debt |
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