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  Name: Summit Investment Advisory Services LLC
  City: ROSEVILLE
  State: MN
  Zip: 55113
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $168,909,000
  Total Value Change : $10,061,000
  Securities Held Change : 4
   
All Securities Held : 68
  New Positions : 5
  Closed Positions : 1
  Increased Positions : 32
  Unchanged Positions : 6
  Decreased Positions : 25

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 55 New $413.99 $258,000 613 0.15% 258,000 613 0    Property & Casualty I...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 61 New $949.50 $219,000 242 0.13% 219,000 242 0    Semiconductor - Speci...
   (IJK)1 Year Chart         IJK iShares S&P mC400/BARRA GR 62 New $89.90 $208,000 2,282 0.12% 208,000 2,282 0.002    Closed - End Fund - E...
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... 63 New $0.00 $207,000 1,107 0.12% 207,000 1,107 0    N/A
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 64 New $36.15 $206,000 5,743 0.12% 206,000 5,743 0.007    Closed - End Fund - E...

      5 Records Found
  1    
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