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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
PHGKoninklijke Philips N V
Recent Activity
Decreased -91.38%
0.42%
$1.573M
18,142 shares@ $86.71 avg price
SAPSap Se
Recent Activity
Decreased -49.58%
0.41%
$1.529M
16,371 shares@ $93.4 avg price
NVDANvidia Corporation
Recent Activity
Decreased -89.03%
0.36%
$1.348M↑ Call
11,100 shares@ $121.45 avg price
TTETotalenergies Se
Recent Activity
Decreased -43.5%
0.33%
$1.229M
19,793 shares@ $62.1 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -15.43%
0.32%
$1.181M
26,300 shares@ $44.91 avg price
KRESpdr Ser Tr
Recent Activity
Decreased -62.5%
0.27%
$1.019M↓ Put
18,000 shares@ $56.62 avg price
PENNPenn Entertainment Inc
Recent Activity
Decreased -22%
0.25%
$921,000
48,824 shares@ $18.87 avg price
VLYValley Natl Bancorp
Recent Activity
Decreased -55.55%
0.24%
$906,000↓ Put
100,000 shares@ $9.06 avg price
MMacys Inc
Recent Activity
Decreased -39.47%
0.24%
$898,000
57,200 shares@ $15.7 avg price
AZNAstrazeneca Plc
Recent Activity
Decreased -87.36%
0.23%
$849,000
8,947 shares@ $94.9 avg price