Fund HoldingsSummit Asset Management, LLC

Total Portfolio Value
$466.14M
Total Bought
$41.30M
Total Sold
$10.74M
Net Transaction
+$30.56M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR4,93316,022+11,0892,3568,4231.81%+6,067
VANECK ETF TRUST
MRNGSTR WDE MOAT
285,229313,605+28,37624,20728,1936.05%+3,986
SCHWAB STRATEGIC TR564,447581,645+17,19842,97146,89810.06%+3,927
SCHWAB STRATEGIC TR672,653732,122+59,46924,86128,5676.13%+3,706
SCHWAB STRATEGIC TR320,537324,220+3,68326,59230,0626.45%+3,470
SCHWAB STRATEGIC TR354,576369,826+15,25026,70730,1156.46%+3,408
WISDOMTREE TR(WT)384,589404,388+19,79916,14918,5783.99%+2,429
NVIDIA CORPORATION(NVDA)5,6435,638-52,7955,0951.09%+2,300
BERKSHIRE HATHAWAY INC DEL35,55035,397-15312,67914,8853.19%+2,206
SCHWAB STRATEGIC TR252,693261,242+8,54917,71419,8494.26%+2,135
AUTOZONE INC(AZO)2,6192,564-556,7728,0811.73%+1,309
ISHARES TR137,310152,605+15,29513,23514,4463.10%+1,210
ISHARES TR148,592155,397+6,80516,08517,1753.68%+1,089
SCHWAB STRATEGIC TR742,336791,765+49,42918,25419,2084.12%+954
PACER FDS TR
US CASH COWS 100
011,175+11,17506490.14%+649
ISHARES TR
IBONDS DEC2026
577,124603,385+26,26113,79314,3913.09%+597
MICROSOFT CORP(MSFT)15,51915,245-2745,8366,4141.38%+578
BERKSHIRE HATHAWAY INC DEL60060003,2563,8070.82%+551
AMAZON COM INC(AMZN)17,93218,117+1852,7253,2680.70%+543
ISHARES TR563,238581,404+18,16614,03014,5643.12%+534
ISHARES TR567,816586,460+18,64414,05914,5503.12%+491
EXXON MOBIL CORP024,539+24,53902,8520.61%+2,852
WALMART INC(WMT)051,579+51,57903,1030.67%+3,103
ISHARES TR61,09360,960-1333,9374,3090.92%+371
PROCTER AND GAMBLE CO(PG)022,781+22,78103,6960.79%+3,696
FEDEX CORP(FDX)8,1878,188+12,0712,3720.51%+301
PROGRESSIVE CORP(PGR)5,8955,89509391,2190.26%+280
HARBOR ETF TRUST
INTERNATNAL COMP
09,695+9,69502650.06%+265
DEERE & CO(DE)1,0301,605+5754126590.14%+247
ELI LILLY & CO(LLY)1,3571,328-297911,0330.22%+242
THE CIGNA GROUP(CI)0657+65702390.05%+239
SALESFORCE INC(CRM)0729+72902200.05%+220
T ROWE PRICE ETF INC
PRICE BLUE CHIP
64,57262,712-1,8601,9992,2140.47%+215
EMERSON ELEC CO(EMR)7,2768,126+8507089220.20%+213
AMERICAN CENTY ETF TR03,210+3,21002110.05%+211
HOME DEPOT INC(HD)3,5303,731+2011,2231,4310.31%+208
VANGUARD WORLD FD
FINANCIALS ETF
02,004+2,00402050.04%+205
ENBRIDGE INC(ENB)05,528+5,52802000.04%+200
TRACTOR SUPPLY CO(TSCO)4,0904,09008791,0700.23%+191
JPMORGAN CHASE & CO(JPM)6,0116,008-31,0221,2030.26%+181
JOHNSON CTLS INTL PLC
SHS
10,04511,500+1,4555797510.16%+172
INTERNATIONAL BUSINESS MACHS(IBM)6,0196,01909841,1490.25%+165
ISHARES TR010,425+10,42501460.03%+146
BANK AMERICA CORP19,38221,033+1,6516537980.17%+145
ISHARES TR018,261+18,26101,7880.38%+1,788
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
50,29654,024+3,7282,0242,1640.46%+139
ABBVIE INC(ABBV)4,9074,909+27618940.19%+133
MERCK & CO INC(MRK)05,511+5,51107270.16%+727
SPDR S&P 500 ETF TR(SPY)3,5283,439-891,6771,7990.39%+122
INVESCO QQQ TR3,8443,795-491,5741,6850.36%+111
TJX COS INC NEW(TJX)14,29214,29201,3411,4490.31%+109
FASTENAL CO(FAST)8,6888,68805636700.14%+107
VANGUARD INDEX FDS4,6544,65401,1041,2100.26%+106
VISA INC(V)5,6155,61501,4621,5670.34%+105
VANGUARD ADMIRAL FDS INC3,0293,02908209230.20%+103
RTX CORPORATION(RTX)6,0886,288+2005126130.13%+101
CNH INDL N V
SHS
29,00035,000+6,0003534540.10%+100
META PLATFORMS INC(META)709719+102513490.07%+98
HONEYWELL INTL INC(HON)2,6753,210+5355616590.14%+98
COSTCO WHSL CORP NEW(COST)1,2901,291+18529460.20%+94
ALPHABET INC(GOOG)8,6838,648-351,2241,3170.28%+93
OREILLY AUTOMOTIVE INC(ORLY)0496+49605600.12%+560
VANGUARD INDEX FDS01,453+1,45306980.15%+698
NEXTERA ENERGY INC(NEE)13,43213,939+5078168910.19%+75
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
14,34514,34507448170.18%+74
ISHARES TR9,0859,08506166860.15%+70
SCHWAB STRATEGIC TR12,22512,22506897590.16%+69
PHILLIPS 66(PSX)01,871+1,87103060.07%+306
ISHARES TR
HDG MSCI EAFE
019,236+19,23606710.14%+671
ORACLE CORP(ORCL)03,204+3,20404020.09%+402
ISHARES TR13,81213,81201,0411,1030.24%+62
PEPSICO INC(PEP)07,135+7,13501,2490.27%+1,249
ISHARES TR5,0725,042-308829420.20%+60
WELLS FARGO CO NEW(WFC)06,800+6,80003940.08%+394
ISHARES TR2,21611,080+8,8646146730.14%+59
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
13,31513,31505025610.12%+59
MASTERCARD INCORPORATED(MA)1,0651,06504545130.11%+59
ISHARES TR9,8559,85506627180.15%+56
CANADIAN PACIFIC KANSAS CITY(CP)05,906+5,90605210.11%+521
AMERICAN EXPRESS CO(AXP)1,3151,31502462990.06%+53
SCHWAB STRATEGIC TR7,3957,576+1814124620.10%+51
ISHARES TR05,342+5,34204510.10%+451
VANGUARD SPECIALIZED FUNDS1,5191,689+1702593080.07%+50
COCA COLA CO(KO)22,32422,281-431,3161,3630.29%+48
SCHWAB CHARLES CORP(SCHW)13,26413,26409139600.21%+47
CHEVRON CORP NEW(CVX)04,041+4,04106370.14%+637
WASTE MGMT INC DEL(WM)1,3421,34202402860.06%+46
ROCKWELL AUTOMATION INC(ROK)01,594+1,59404640.10%+464
VANGUARD ADMIRAL FDS INC7,5467,54608128480.18%+36
FIRST HORIZON CORPORATION(FHN)12,14113,434+1,2931722070.04%+35
VANGUARD INDEX FDS02,568+2,56804180.09%+418
GENERAL DYNAMICS CORP(GD)1,5471,543-44024360.09%+34
CARMAX INC(KMX)03,285+3,28502860.06%+286
ISHARES TR09,878+9,87802360.05%+236
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
08,807+8,80703600.08%+360
ENTERPRISE PRODS PARTNERS L(EPD)12,44912,347-1023283600.08%+32
ISHARES TR05,090+5,09003910.08%+391
ISHARES TR1,2001,20003153460.07%+31
SPDR S&P MIDCAP 400 ETF TR(MDY)0578+57803220.07%+322
VANGUARD WORLD FD
HEALTH CAR ETF
01,302+1,30203520.08%+352
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