Summit Financial, LLC
CIK Number: 0001765536
3.57B
Market Value
620
# of Holdings
7 months
Avg. Holding Period
29.92%
Win Rate
24.51%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 293.52 | +0.05% | 1.48M | +2.13% | 429.83M | 132.57 | 15.07% |
| 2 | VEU | Vanguard FTSE A... | 66.00 | +0.65% | 3.36M | +4.03% | 192.89M | 48.13 | 6.76% |
| 3 | VUG | Vanguard Growth... | 420.94 | +0.42% | 218.77K | -2.3% | 89.79M | 251.07 | 3.15% |
| 4 | AAPL | Apple Inc. | 202.99 | -0.14% | 286.41K | +12.14% | 71.72M | 189.44 | 2.51% |
| 5 | VTV | Vanguard Value ... | 171.74 | -0.49% | 419.4K | +7.20% | 71M | 123.63 | 2.49% |
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