- New Purchases: BND, BRX, MPLX, ET, RAMP, PAA, CZR, ETRN, 1WG, BPL, CFX, TGE, ENLC, EQM, DCP, ITM, NS, TCP, GEL, FOXA, ANDX, MDR, USIG, PSXP, SHLX, LTHM, SPHD, HEP, NBLX, FOX, ENBL, NGL, CQP, CEQP, UPWK, PFSI, RPT, UNVR, RC, SLYV, TPCO, NXGN, IRET, CWEN.A, PLAN, DNP, FVD, IGLB, GH, SPLV, BSCL, BSCM, AXNX, YETI,
- Added Positions: AGG, MA, EPD, IVV, UTX, APD, MMP, XLF, GT, IVE, LOW, ATVI, NGVT, SR, AMED, FFIN, TREX, BRC, CREE, DIS, TYL, QQQ, CVET, DK, GDOT, PNR, SCI, XLK, DRI, DOV, FAST, IBM, IVW, XOM, BLL, CHK, FMC, GPC, SAIC, BIV, COLD, AVLR, CLDR, SDY, VCIT, ZS, ACAD, ANAB, ANTM, ABR, ADM, ARR, BDX, BSX, BF.B, CVS, CDNS, CPT, CRCM, CWST, CELG, CINF, CNST, CPRT, CUB, DRNA, DOMO, ECL, EMR, EVLO, EXPD, FITB, FRME, FIVN, GNL, GVA, FIXX, HUBS, JBHT, IMMU, INDB, INSP, IGE, IJK, AGZ, JKG, IGSB, PFF, AOM, KLAC, LAUR, MDU, MCS, MMC, NNBR, NYMT, NUE, OHI, PBCT, RWT, SEIC, SJW, SCHW, SPG, AOS, SJI, SWX, SYK, THO, VXUS, VB, VTI, VBTX, WSFS, WDC, JW.A, T, XLRN, ALLK, WTR, ARRY, ARWR, BOLD, BJ, BNFT, BRY, BXMT, BOX, CVI, CTRE, CSFL, CWEN, COUP, CCI, CONE, CTMX, DUK, DX, EHTH, EIDX, ENR, ENS, ETR, EPZM, EQIX, EVBG, EOLS, EXC, FATE, FGD, FLNT, FOCS, FTSV, GBT, GPMT, HASI, IBTX, IIPR, IVR, BSCK, NVTA, HDV, JBGS, KZR, KMI, LIVX, LITE, MGTA, MPW, MDSO, MRTX, MNTA, MYGN, NEO, NTES, STIM, NI, OPI, KIDS, PGTI, PTCT, PACB, PETQ, PSDO, QNST, RARX, REGN, RUBY, JNK, BWX, SPTM, MDY, SRRK, XLI, SBNY, STML, TENB, TRNO, TSLA, TTD, TVTY, TBIO, TCDA, TPB, RARE, UBSH, UNIT, VRTX, DLN, DEM, DON, WDAY, WK, XERS, BHVN, CISN, CWK, HZNP, MGTX, RNR, ASML, STNG, WVE,
- Reduced Positions: AMLP, XLV, V, TFX, ATO, IWM, WAB, TTWO, IJH, BRK.B, KO, HFC, BA, NFG, AAPL, ED, EFA, IJJ, SYY, ULTA, ULTI, BIG, DRQ, IWF, MUB, LLY, MAR, MCY, TJX, FTNT, GOOG, D, JPM, ESV, AMGN, BAC, BKH, CSL, CLX, DFS, GNTX, HON, INGR, INTC, IWD, KMB, LANC, MKC, NNN, OXY, PFE, PG, O, ROP, SWK, TDS, USB, UNP, VWO, WFC, EW, ABBV, BIIB, AVGO, CSCO, COST, DO, EOG, FB, FDX, GPN, MRK, NEE, PYPL, UNH, VZ, AGCO, AAN, ABT, ACIW, ALB, Y, ALL, AAT, AIG, AWR, APOG, AMAT, ARW, ASB, ADP, AVY, CAR, AVT, BOH, BK, BAX, BBBY, BDC, BYD, EAT, BCO, BMY, BRKS, BRO, BC, CSX, CWT, CAT, CERN, CAKE, CHFC, CC, CRUS, C, CLH, CLF, CGNX, CUZ, CW, DAN, DHR, DE, DLX, DLR, UFS, ETFC, EV, EBAY, EIX, FNB, FII, FHN, FLT, FL, F, FULT, GATX, GNRC, GD, GE, GWR, GILD, GGG, GWB, HAE, THG, HAS, HRC, HOLX, HOMB, ILMN, ISCA, EEMV, OEF, TIP, IWN, IJR, IJT, SCZ, EMB, IDV, HYG, MBB, IEI, JBL, JACK, KEY, KNX, LB, LTC, LSTR, LSCC, LDOS, LII, LECO, LFUS, LPX, MDC, MTG, MANH, MTZ, MMS, MSTR, MU, MLHR, MTX, MUR, NYCB, NWL, NEU, NKE, NDSN, NSC, NTRS, ODP, OLN, OSK, OI, PNC, PACW, PH, PTEN, PRSP, PSX, PLXS, PII, POST, PRU, RJF, RYN, RBC, RGS, RS, RHI, ROG, RDS.B, R, SAFM, SLB, SMG, BID, SSB, SWN, STT, TCF, TCO, TER, TEX, TXN, TKR, TOL, TR, TSCO, TRN, TRMK, TUP, UMBF, X, VMI, VYM, VUG, VSH, WNC, WDR, WAT, WSO, WU, WSM, WOR, YELP, CDK, PWR, VRSN, CNO, SBH, CARS, AMCX, ACIA, AYI, ATGE, MDRX, AAL, AMT, CRMT, OZK, BHE, TECH, BLKB, BLK, BKNG, CNX, CCMP, CMO, CLGX, DXC, DVN, DPZ, DWDP, EXP, EWBC, EME, EXPO, GEO, GCI, GS, HPE, ITT, IEX, NSP, IDCC, ISRG, PHB, BKLN, BSCJ, ISBC, IQV, FLOT, IEMG, JCOM, KBR, KRNY, LGND, MBI, MSCI, MAN, MPC, VAC, MD, MLNT, MET, MNST, NAVI, NOVT, ORCL, PSB, PNFP, PLNT, POL, POOL, TROW, PRI, PLD, RLGY, SPGI, SBAC, SEE, XLB, XLY, XLU, SIRI, SWKS, SNBR, SFM, STL, SNV, SNX, AMTD, TGNA, TDC, VPU, VCSH, VSM, VC, IMUX, WEN, WYND, WH, XFOR, AMBA, ETN, HELE, JHG, NVT, TPRE, LYB,
- Sold Out: WFCPL.PFD, IDTI, VVC, FOXA, DNB, ESL, MBFI, XIM, FOX, AHL, MIQ2, LOXO, IMPV, APTI, MB, NTRI, PCG, TAHO, NXTM, SEND, P, 1AC, 1AC, CVON, ESIO, ESND, R4F, OSZ, REN, HDP, 6T71, BOJA, BHBK, WRD, NUAN, QY1, NXEO, SPA, ANCX, BLMT, BNCL, CIVI, NY4B, NFX, EGL, GNBC, MBTF, ITG, WXC1, AFIN, NCOM,
For the details of Summit Investment Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/summit+investment+advisors%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Summit Investment Advisors, Inc.- Vanguard S&P 500 (VOO) - 295,024 shares, 3.62% of the total portfolio. Shares reduced by 0.34%
- iShares Core U.S. Aggregate Bond (AGG) - 635,496 shares, 3.28% of the total portfolio. Shares added by 5392.14%
- Vanguard FTSE Developed Markets (VEA) - 1,234,490 shares, 2.39% of the total portfolio. Shares reduced by 0.22%
- Apple Inc (AAPL) - 234,398 shares, 2.11% of the total portfolio. Shares reduced by 1.35%
- Microsoft Corp (MSFT) - 355,653 shares, 1.99% of the total portfolio. Shares reduced by 0.88%
Summit Investment Advisors, Inc. initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $78.39 and $80.84, with an estimated average price of $79.29. The stock is now traded at around $81.30. The impact to a portfolio due to this purchase was 1.64%. The holding were 426,000 shares as of .
New Purchase: Brixmor Property Group Inc (BRX)Summit Investment Advisors, Inc. initiated holding in Brixmor Property Group Inc. The purchase prices were between $14.17 and $18.48, with an estimated average price of $17.01. The stock is now traded at around $18.19. The impact to a portfolio due to this purchase was 0.08%. The holding were 87,384 shares as of .
New Purchase: Energy Transfer LP (ET)Summit Investment Advisors, Inc. initiated holding in Energy Transfer LP. The purchase prices were between $13.21 and $15.62, with an estimated average price of $14.83. The stock is now traded at around $14.82. The impact to a portfolio due to this purchase was 0.07%. The holding were 102,000 shares as of .
New Purchase: Plains All American Pipeline LP (PAA)Summit Investment Advisors, Inc. initiated holding in Plains All American Pipeline LP. The purchase prices were between $20.04 and $24.99, with an estimated average price of $23.6. The stock is now traded at around $23.89. The impact to a portfolio due to this purchase was 0.07%. The holding were 64,500 shares as of .
New Purchase: LiveRamp Holdings Inc (RAMP)Summit Investment Advisors, Inc. initiated holding in LiveRamp Holdings Inc. The purchase prices were between $37.72 and $62.04, with an estimated average price of $49.35. The stock is now traded at around $54.94. The impact to a portfolio due to this purchase was 0.07%. The holding were 25,578 shares as of .
New Purchase: MPLX LP (MPLX)Summit Investment Advisors, Inc. initiated holding in MPLX LP. The purchase prices were between $30.3 and $35.68, with an estimated average price of $33.55. The stock is now traded at around $30.89. The impact to a portfolio due to this purchase was 0.07%. The holding were 45,500 shares as of .
Added: iShares Core U.S. Aggregate Bond (AGG)Summit Investment Advisors, Inc. added to a holding in iShares Core U.S. Aggregate Bond by 5392.14%. The purchase prices were between $105.31 and $108.56, with an estimated average price of $106.45. The stock is now traded at around $109.10. The impact to a portfolio due to this purchase was 3.22%. The holding were 635,496 shares as of .
Added: Mastercard Inc (MA)Summit Investment Advisors, Inc. added to a holding in Mastercard Inc by 79.97%. The purchase prices were between $181.18 and $235.87, with an estimated average price of $214.63. The stock is now traded at around $247.24. The impact to a portfolio due to this purchase was 0.2%. The holding were 40,047 shares as of .
Added: United Technologies Corp (UTX)Summit Investment Advisors, Inc. added to a holding in United Technologies Corp by 61.81%. The purchase prices were between $103.48 and $128.89, with an estimated average price of $120.52. The stock is now traded at around $131.86. The impact to a portfolio due to this purchase was 0.08%. The holding were 34,072 shares as of .
Added: Enterprise Products Partners LP (EPD)Summit Investment Advisors, Inc. added to a holding in Enterprise Products Partners LP by 329.87%. The purchase prices were between $24.59 and $29.3, with an estimated average price of $27.88. The stock is now traded at around $28.58. The impact to a portfolio due to this purchase was 0.08%. The holding were 71,152 shares as of .
Added: Magellan Midstream Partners LP (MMP)Summit Investment Advisors, Inc. added to a holding in Magellan Midstream Partners LP by 364.60%. The purchase prices were between $56.64 and $63.65, with an estimated average price of $60.37. The stock is now traded at around $60.48. The impact to a portfolio due to this purchase was 0.07%. The holding were 31,602 shares as of .
Added: Air Products & Chemicals Inc (APD)Summit Investment Advisors, Inc. added to a holding in Air Products & Chemicals Inc by 80.26%. The purchase prices were between $154.62 and $190.96, with an estimated average price of $171.74. The stock is now traded at around $203.51. The impact to a portfolio due to this purchase was 0.07%. The holding were 16,800 shares as of .
Sold Out: Integrated Device Technology Inc (IDTI)Summit Investment Advisors, Inc. sold out a holding in Integrated Device Technology Inc. The sale prices were between $47.79 and $48.99, with an estimated average price of $48.43.
Sold Out: Wells Fargo & Co (WFCPL.PFD)Summit Investment Advisors, Inc. sold out a holding in Wells Fargo & Co. The sale prices were between $1261.9 and $1308.5, with an estimated average price of $1291.81.
Sold Out: Fox Corp (FOXA)Summit Investment Advisors, Inc. sold out a holding in Fox Corp. The sale prices were between $34.63 and $49.69, with an estimated average price of $36.46.
Sold Out: Vectren Corp (VVC)Summit Investment Advisors, Inc. sold out a holding in Vectren Corp. The sale prices were between $71.78 and $72.38, with an estimated average price of $72.05.
Sold Out: Dun & Bradstreet Corp (DNB)Summit Investment Advisors, Inc. sold out a holding in Dun & Bradstreet Corp. The sale prices were between $142.74 and $144.97, with an estimated average price of $144.23.
Sold Out: Esterline Technologies Corp (ESL)Summit Investment Advisors, Inc. sold out a holding in Esterline Technologies Corp. The sale prices were between $120.07 and $122.5, with an estimated average price of $121.67.
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