Fund HoldingsSUMMIT SECURITIES GROUP LLC

Total Portfolio Value
$1.11M
Total Bought
$662.0K
Total Sold
$536.0K
Net Transaction
+$126.1K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)(Put)0100,000+100,000048+48
CITIGROUP INC(C)(Call)0918,400+918,400047+47
ISHARES TR(Put)0400,000+400,000040+40
ISHARES TR3,270400,000+396,7300403.57%+39
WELLS FARGO CO NEW(WFC)(Call)0500,000+500,000025+25
ISHARES TR(Call)210,000291,200+81,2003758+21
SPLUNK INC(Call)0125,000+125,000019+19
SPDR S&P 500 ETF TR(SPY)10,87349,400+38,5275232.12%+19
SPLUNK INC(Put)0120,100+120,100018+18
ISHARES INC(Call)0450,000+450,000016+16
BROADCOM INC(AVGO)012,738+12,7380141.28%+14
CHEVRON CORP NEW(CVX)(Call)075,000+75,000011+11
SEAGEN INC(Put)379,800394,500+14,7008190+10
ISHARES TR0105,200+105,2000100.87%+10
ISHARES TR(Put)125,000155,800+30,8002231+9
BP PLC(BP)49,520312,863+263,3432111.00%+9
SCHWAB CHARLES CORP(SCHW)(Call)0131,000+131,00009+9
SEAGEN INC(Call)463,300467,500+4,20098107+9
PFIZER INC(PFE)(Call)0293,800+293,80008+8
CAPRI HOLDINGS LIMITED(Put)
SHS
0153,900+153,90008+8
COMCAST CORP NEW(CCZ)0167,422+167,422070.66%+7
ALTRIA GROUP INC(MO)(Put)0268,300+268,300011+11
SHOPIFY INC(SHOP)(Call)082,800+82,80006+6
ENPHASE ENERGY INC(ENPH)(Call)048,000+48,00006+6
TAIWAN SEMICONDUCTOR MFG LTD(TSM)(Put)060,000+60,00006+6
PDD HOLDINGS INC(PDD)(Put)8,00048,000+40,00017+6
BILL HOLDINGS INC(Call)064,600+64,60005+5
NOVARTIS AG(NVS)050,851+50,851050.46%+5
EXXON MOBIL CORP(Put)050,000+50,00005+5
ISHARES TR(Put)050,000+50,00005+5
SPIRIT AIRLS INC(Call)0296,300+296,30005+5
TEXAS INSTRS INC(TXN)(Call)027,500+27,50005+5
MORGAN STANLEY(MS)(Put)050,000+50,00005+5
HAWAIIAN HOLDINGS INC(Put)0300,000+300,00004+4
CAPRI HOLDINGS LIMITED(Call)
SHS
86,000173,700+87,70059+4
PROSHARES TR(Call)
BITCOIN ETF
0197,200+197,20004+4
TKO GROUP HOLDINGS INC(TKO)(Put)050,000+50,00004+4
SHELL PLC(SHEL)062,846+62,846040.37%+4
VANECK ETF TRUST
SEMICONDUCTR ETF
021,600+21,600040.34%+4
ISHARES TR(Put)049,000+49,00004+4
TESLA INC(TSLA)(Call)40,00055,000+15,0001014+4
BANK AMERICA CORP(Call)0100,000+100,00003+3
CHARTER COMMUNICATIONS INC N(CHTR)(Call)08,000+8,00003+3
ADVANCE AUTO PARTS INC(AAP)(Put)050,000+50,00003+3
SCORPIO TANKERS INC(STNG)049,100+49,100030.27%+3
CROWN CASTLE INC(CCI)025,600+25,600030.27%+3
MORGAN STANLEY(MS)031,000+31,000030.26%+3
EXXON MOBIL CORP042,000+42,000040.38%+4
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)(Put)035,000+35,00006+6
SMITH & NEPHEW PLC(SNN)79,241175,006+95,765250.43%+3
ISHARES INC(Put)080,000+80,00003+3
ABBOTT LABS(Call)025,400+25,40003+3
SELECT SECTOR SPDR TR
ST STR UTIL ETF
043,900+43,900030.25%+3
ASTRAZENECA PLC(AZN)040,478+40,478030.25%+3
SPDR SER TR(Put)
ST STR SP REGBNK
048,000+48,00003+3
VALE S A(Put)0172,700+172,70003+3
ALBERTSONS COS INC(Put)0105,000+105,00002+2
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)(Call)015,000+15,00002+2
KENVUE INC(KVUE)(Call)0110,000+110,00002+2
VALE S A0183,000+183,000030.26%+3
KONINKLIJKE PHILIPS N V(PHG)0126,965+126,965030.27%+3
THERMO FISHER SCIENTIFIC INC(TMO)(Call)04,200+4,20002+2
EQUINOR ASA(EQNR)067,996+67,996020.19%+2
ZIONS BANCORPORATION N A(ZION)049,000+49,000020.19%+2
WP CAREY INC(WPC)036,398+36,398020.21%+2
HAWAIIAN HOLDINGS INC(Call)0150,000+150,00002+2
GOLDMAN SACHS GROUP INC(GS)04,900+4,900020.17%+2
MORGAN STANLEY(MS)(Call)019,700+19,70002+2
ISHARES TR(Put)020,000+20,00002+2
BOEING CO(BA)(Call)07,000+7,00002+2
UNITED STATES STL CORP NEW036,502+36,502020.16%+2
SPDR GOLD TR(GLD)(Call)010,700+10,70002+2
RTX CORPORATION(RTX)(Put)020,000+20,00002+2
SOVOS BRANDS INC(Put)075,000+75,00002+2
ROYAL CARIBBEAN GROUP(Call)
COM
42,50042,500046+2
ISHARES TR039,000+39,000020.14%+2
VANECK ETF TRUST
GOLD MINERS ETF
049,700+49,700020.14%+2
MODERNA INC(MRNA)(Call)015,200+15,20002+2
UNILEVER PLC(UL)50,83782,677+31,840340.36%+1
RH(RH)(Call)05,000+5,00001+1
STMICROELECTRONICS N V(STM)028,673+28,673010.13%+1
BEST BUY INC(BBY)017,800+17,800010.13%+1
SPIRIT AIRLS INC(Put)095,200+95,20002+2
US BANCORP DEL(USB)031,500+31,500010.12%+1
SYNOPSYS INC(SNPS)(Put)02,500+2,50001+1
MEDTRONIC PLC(MDT)015,300+15,300010.11%+1
ISHARES INC033,500+33,500010.11%+1
NEXTERA ENERGY INC(NEE)(Call)020,000+20,00001+1
DISCOVER FINL SVCS(Call)010,600+10,60001+1
AT&T INC(T)0184,900+184,900030.28%+3
UNITED PARCEL SERVICE INC(UPS)(Call)07,500+7,50001+1
BLACKSTONE MTG TR INC(BXMT)(Put)053,800+53,80001+1
CME GROUP INC(CME)05,401+5,401010.10%+1
SELECT SECTOR SPDR TR(Put)
ST STR ENERG ETF
018,600+18,60002+2
RIO TINTO PLC(RIO)016,234+16,234010.11%+1
3M CO(MMM)(Call)010,000+10,00001+1
INTERNATIONAL BUSINESS MACHS(IBM)4,70010,700+6,000120.16%+1
VANECK ETF TRUST
OIL SERVICES ETF
03,400+3,400010.09%+1
JACKSON FINANCIAL INC(JXN)022,300+22,300010.10%+1
PDD HOLDINGS INC(PDD)(Call)20,00020,000023+1
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