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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
AGNCAgnc Invt Corp
Recent Activity
Decreased -55.03%
0.07%
$252,000
24,100 shares@ $10.46 avg price
VZIOVizio Hldg Corp
Recent Activity
Decreased -87.37%
0.07%
$228,000
20,372 shares@ $11.2 avg price
CFLTConfluent Inc
Recent Activity
Decreased -75.55%
0.06%
$224,000
11,000 shares@ $20.37 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -43.24%
0.06%
$215,000
500 shares@ $430.0 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
Decreased -31.25%
0.06%
$203,000
1,100 shares@ $184.55 avg price
IPGInterpublic Group Cos Inc
Recent Activity
Decreased -31.39%
0.05%
$187,000↑ Call
5,900 shares@ $31.7 avg price
BCEBce Inc
Recent Activity
Decreased -57.59%
0.05%
$184,000
5,300 shares@ $34.72 avg price
ENBEnbridge Inc
Recent Activity
Decreased -86.82%
0.05%
$179,000
4,400 shares@ $40.69 avg price
SRGSeritage Growth Pptys
Recent Activity
Decreased -7.23%
0.05%
$167,000↑ Call
35,900 shares@ $4.66 avg price
TSLATesla Inc
Recent Activity
Decreased -99.67%
0.04%
$131,000↑ Call
500 shares@ $262.0 avg price