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Akiva Nimchinsky

@Summit Securities Group Llc

Latest period2024 - Q3ReportedManaged Assets$378.588MTotal holdings504
Assets growth rate-28.47%Assets growth rate (2-Q avg)-20.71%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Summit Securities Group Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 504 positions.

Assets under management

The assets under management (AUM) of Summit Securities Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 378.588M in assets, with a quarterly growth rate of -28.47% and a 2-quarter average growth rate of -20.71%. The portfolio is managed by Akiva Nimchinsky, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -37.35%
15.58%
$58.949M
253,000 shares@ $233.0 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -21.08%
9.74%
$36.838M
197,700 shares@ $186.34 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -55.83%
2%
$7.555M↑ Call
43,500 shares@ $173.68 avg price
MRVLMarvell Technology Inc
Recent Activity
Decreased -3.1%
1.26%
$4.76M↑ Call
66,000 shares@ $72.13 avg price
TTWOTake-two Interactive Softwar
Recent Activity
Decreased -0.1%
0.86%
$3.228M
21,000 shares@ $153.72 avg price
RCLRoyal Caribbean Group
Recent Activity
Decreased -5.26%
0.85%
$3.192M
18,000 shares@ $177.34 avg price
BITOProshares Tr
Recent Activity
Decreased -12.44%
0.78%
$2.929M
152,600 shares@ $19.2 avg price
IPInternational Paper Co
Recent Activity
Decreased -73.79%
0.73%
$2.76M
56,500 shares@ $48.85 avg price
VALEVale S A
Recent Activity
Decreased -3.65%
0.53%
$1.994M
170,718 shares@ $11.69 avg price
GLGlobe Life Inc
Recent Activity
Decreased -2.14%
0.45%
$1.695M
16,000 shares@ $105.94 avg price