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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Summit Investment Advisory Services, LLC

Quarter ended Q2 2024 · Filed July 15, 2024 · Accession 0001951757-24-000508

Total Value
$85.1M
Positions
40
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (40)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO EXCH TRD SLF IDX FDIVZ394,430$9.0M10.54%
2INVESCO EXCH TRD SLF IDX FDIVZ367,700$8.4M9.90%
3ISHARES TR46428761418,251$6.7M7.82%
4INVESCO EXCH TRD SLF IDX FDIVZ280,499$5.9M6.95%
5INVESCO EXCH TRD SLF IDX FDIVZ253,063$5.2M6.08%
6ISHARES TR46434VBG4186,871$4.7M5.52%
7ISHARES TR46428762215,705$4.7M5.49%
8INVESCO QQQ TRIVZ7,880$3.8M4.44%
9ISHARES TR46434VBD1151,317$3.8M4.42%
10INVESCO EXCH TRD SLF IDX FDIVZ170,005$3.3M3.83%
11FRANKLIN TEMPLETON ETF TRFGDL132,393$3.2M3.80%
12ISHARES TR46435GAA0120,893$2.9M3.39%
13ISHARES TR46428759815,002$2.6M3.08%
14FIRST TR EXCHANGE-TRADED FD33733A20168,298$2.3M2.69%
15INVESCO EXCHANGE TRADED FD TIVZ13,896$2.3M2.68%
16SPDR SER TR78464A40922,226$1.8M2.09%
17SPDR SER TR78464A50835,907$1.8M2.06%
18VANGUARD INDEX FDS9229087694,913$1.3M1.55%
19APPLE INCAAPL5,564$1.2M1.38%
20ISHARES TR46428749913,065$1.1M1.25%
21NVIDIA CORPORATIONNVDA6,738$832,3780.98%
22ISHARES TR46435U16832,656$760,0590.89%
23INVESCO EXCH TRD SLF IDX FDIVZ31,947$614,0170.72%
24ISHARES TR46434V40713,518$570,4770.67%
25ISHARES TR46435G25012,071$560,5650.66%
26MICROSOFT CORPMSFT1,225$547,4620.64%
27INVESCO EXCH TRD SLF IDX FDIVZ23,300$537,4090.63%
28AMAZON COM INCAMZN2,757$532,7900.63%
29ISHARES TR46435U18421,050$489,2120.58%
30INVESCO EXCH TRD SLF IDX FDIVZ23,982$478,4330.56%
31INVESCO EXCH TRADED FD TR IIIVZ2,413$475,5340.56%
32JANUS DETROIT STR TR47103U8458,660$440,6440.52%
33VANGUARD INDEX FDS922908363868$434,1640.51%
34INVESCO EXCH TRD SLF IDX FDIVZ22,046$400,3500.47%
35ISHARES TR46432F8425,087$369,5060.43%
36PRICE T ROWE GROUP INCTROW2,800$322,8680.38%
37ISHARES TR46435U7137,096$298,8660.35%
38SPDR S&P 500 ETF TRSPY504$274,0830.32%
39INVESCO EXCH TRADED FD TR IIIVZ10,917$229,6930.27%
40COSTCO WHSL CORP NEW22160K105263$223,1840.26%