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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Exited
0%
$94.942M
174,456 shares@ $544.22 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$32.477M
200,214 shares@ $162.22 avg price
MCDMcdonalds Corp
Recent Activity
Exited
0%
$5.102M
20,019 shares@ $254.86 avg price
BAMBrookfield Asset Managmt Ltd
Recent Activity
Exited
0%
$4.425M↓ Put
116,300 shares@ $38.05 avg price
AXNXAxonics Inc
Recent Activity
Exited
0%
$3.913M
58,200 shares@ $67.24 avg price
CERECerevel Therapeutics Hldng I
Recent Activity
Exited
0%
$1.963M
48,001 shares@ $40.9 avg price
PEGPublic Svc Enterprise Grp In
Recent Activity
Exited
0%
$1.843M
25,000 shares@ $73.72 avg price
EFAIshares Tr
Recent Activity
Exited
0%
$1.574M
20,100 shares@ $78.31 avg price
SPRSpirit Aerosystems Hldgs Inc
Recent Activity
Exited
0%
$1.315M↑ Call
40,000 shares@ $32.88 avg price
GLPIGaming & Leisure Pptys Inc
Recent Activity
Exited
0%
$1.048M
23,200 shares@ $45.18 avg price