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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
ACIAlbertsons Cos Inc
Recent Activity
Increased 648.07%
5.76%
$21.801M
1.18M shares@ $18.49 avg price
PDDPdd Holdings Inc
Recent Activity
Increased 62.91%
5.52%
$20.882M↑ Call
154,900 shares@ $134.81 avg price
ETEnergy Transfer L P
Recent Activity
Increased 55.96%
5.37%
$20.297M
1.265M shares@ $16.06 avg price
XUnited States Stl Corp New
Recent Activity
Increased 15.52%
5.22%
$19.732M↑ Call
558,500 shares@ $35.34 avg price
CPRICapri Holdings Limited
Recent Activity
Increased 110.8%
4.67%
$17.677M
416,526 shares@ $42.44 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 32491.37%
4.3%
$16.27M
98,100 shares@ $165.86 avg price
GOOGAlphabet Inc
Recent Activity
Increased 30802.78%
3.94%
$14.88M
89,000 shares@ $167.2 avg price
MOAltria Group Inc
Recent Activity
Increased 233.74%
3.71%
$14.036M
275,000 shares@ $51.04 avg price