SI
| |
SUMMIT INVESTMENT ADVISORS, INC.13F | |
| SUMMIT INVESTMENT ADVISORS, INC. | |
| Last update 2025-05-13 | 55 Stocks (4 new) |
| Value $112.00 Mil | Turnover 13 % |
SUMMIT INVESTMENT ADVISORS, IN... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSJP |
Invesco BulletShares 2025 High Yield Corporate Bon
Invesco BulletShares 2025 High Yield Corporate Bon
| 477,880 | 11,024.7 | +4.97% | 9.810 | +0.46% | 1.160 | +1.29% | +2.93% | 827.5 | ||
BSCR |
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
| 418,897 | 8,214.6 | +3.23% | 7.310 | +0.23% | 0.240 | +1.70% | +3.23% | 3,739.6 | ||
IWF | iShares Russell 1000 Growth ETF | 19,864 | 7,374.0 | +2.24% | 6.560 | +0.14% | 0.010 | +24.80% | +8.73% | 113,779.1 | ||
IBHF |
iShares iBonds 2026 Term High Yield and Income ETF
iShares iBonds 2026 Term High Yield and Income ETF
| 291,465 | 6,718.3 | +4.15% | 5.980 | +0.24% | 0.840 | +2.62% | +3.82% | 883.4 | ||
BSJQ |
Invesco BulletShares 2026 High Yield Corporate Bon
Invesco BulletShares 2026 High Yield Corporate Bon
| 269,937 | 6,274.7 | -4.15% | 5.580 | -0.24% | 0.630 | +2.87% | +3.80% | 1,076.2 | ||
IBDS |
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
| 252,469 | 6,087.0 | +4.01% | 5.410 | +0.21% | 0.200 | +1.71% | +3.30% | 3,165.7 | ||
IWB | iShares Russell 1000 ETF | 17,981 | 5,522.1 | +3.05% | 4.910 | +0.15% | 0.010 | +18.72% | +8.66% | 41,821.3 | ||
BSCQ |
Invesco BulletShares 2026 Corporate Bond ETF
Invesco BulletShares 2026 Corporate Bond ETF
| 242,186 | 4,722.6 | +6.22% | 4.200 | +0.25% | 0.110 | +1.37% | +2.82% | 4,243.1 | ||
IBDR |
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
| 178,471 | 4,308.3 | +6.43% | 3.830 | +0.23% | 0.130 | +1.33% | +2.70% | 3,351.8 | ||
FLBL | Franklin Senior Loan ETF | 173,304 | 4,133.3 | +2.62% | 3.680 | +0.09% | 0.390 | +4.01% | +3.37% | 1,132.8 |
SUMMIT INVESTMENT ADVISORS, INC.'s Historical Top Holdings Breakdowns
SUMMIT INVESTMENT ADVISORS, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BSCP |
Invesco BulletShares 2025 Corporate Bond ETF
Invesco BulletShares 2025 Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -4.78% | 20.64 ($20.69) 20.73 | $20.67 | -0.10% | Reduce -83.92% | 49,854 | -260,274 | |
IBDQ |
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
| 2025-03-31 | Reduce Reduce | -3.95% | 25.05 ($25.11) 25.16 | $25.16 | 0.18% | Reduce -89.41% | 20,961 | -177,044 | |
BSJS |
Invesco BulletShares 2028 High Yield Corporate Bond ETF
Invesco BulletShares 2028 High Yield Corporate Bond ETF
| 2025-03-31 | New Buy New Buy | +2.11% | 21.64 ($21.91) 22.08 | $21.94 | 0.14% | New holding | 109,965 | 109,965 | |
IBHH |
iShares iBonds 2028 Term High Yield and Income ETF
iShares iBonds 2028 Term High Yield and Income ETF
| 2025-03-31 | New Buy New Buy | +1.93% | 23.33 ($23.52) 23.71 | $23.69 | 0.71% | New holding | 93,541 | 93,541 | |
BSJR |
Invesco BulletShares 2027 High Yield Corporate Bon
Invesco BulletShares 2027 High Yield Corporate Bon
| 2025-03-31 | Add Add | +1.75% | 22.4 ($22.56) 22.68 | $22.65 | 0.41% | Add 454.9% | 106,995 | 87,713 | |
IBHG |
iShares iBonds 2027 Term High Yield and Income ETF
iShares iBonds 2027 Term High Yield and Income ETF
| 2025-03-31 | Add Add | +1.59% | 22.21 ($22.4) 22.56 | $22.48 | 0.36% | Add 776.83% | 90,340 | 80,037 | |
IBHI |
iShares iBonds 2029 Term High Yield and Income ETF
iShares iBonds 2029 Term High Yield and Income ETF
| 2025-03-31 | New Buy New Buy | +1.52% | 23.15 ($23.55) 23.78 | $23.62 | 0.30% | New holding | 74,210 | 74,210 | |
BSJT |
Invesco BulletShares 2029 High Yield Corporate Bond ETF
Invesco BulletShares 2029 High Yield Corporate Bond ETF
| 2025-03-31 | New Buy New Buy | +1.46% | 21.08 ($21.47) 21.64 | $21.42 | -0.23% | New holding | 78,613 | 78,613 | |
BSJP |
Invesco BulletShares 2025 High Yield Corporate Bon
Invesco BulletShares 2025 High Yield Corporate Bon
| 2025-03-31 | Add Add | +0.46% | 23.04 ($23.1) 23.17 | $23.05 | -0.22% | Add 4.97% | 477,880 | 22,645 | |
BSCQ |
Invesco BulletShares 2026 Corporate Bond ETF
Invesco BulletShares 2026 Corporate Bond ETF
| 2025-03-31 | Add Add | +0.25% | 19.42 ($19.48) 19.54 | $19.50 | 0.10% | Add 6.22% | 242,186 | 14,191 |
SUMMIT INVESTMENT ADVISORS, INC. Total Holding History ($B)
SUMMIT INVESTMENT ADVISORS, INC.'s Asset Allocation
SUMMIT INVESTMENT ADVISORS, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SUMMIT INVESTMENT ADVISORS, INC.'s Hypothetical Growth since 2025-03-31
SUMMIT INVESTMENT ADVISORS, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SUMMIT INVESTMENT ADVISORS, INC.'s Holdings Heat Map
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SUMMIT INVESTMENT ADVISORS, INC.'s Holdings Bubble Chart
SUMMIT INVESTMENT ADVISORS, INC. News
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