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Elizabeth Miller

@Summit Place Financial Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$179.264MTotal holdings91
Assets growth rate5.99%Assets growth rate (2-Q avg)2.53%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Summit Place Financial Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 91 positions.

Assets under management

The assets under management (AUM) of Summit Place Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 179.264M in assets, with a quarterly growth rate of 5.99% and a 2-quarter average growth rate of 2.53%. The portfolio is managed by Elizabeth Miller, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
1.64%
$2.936M
5,116 shares@ $573.81 avg price
VVisa Inc
Recent Activity
Decreased -4.36%
1.61%
$2.877M
10,463 shares@ $274.96 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 11.26%
1.61%
$2.873M
4,913 shares@ $584.69 avg price
HSYHershey Co
Recent Activity
Decreased -3.77%
1.56%
$2.789M
14,543 shares@ $191.79 avg price
NKENike Inc
Recent Activity
Decreased -5.65%
1.24%
$2.214M
25,040 shares@ $88.4 avg price
IPGInterpublic Group Cos Inc
Recent Activity
Increased 18.11%
1.2%
$2.151M
68,000 shares@ $31.63 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -7.41%
1.2%
$2.151M
12,417 shares@ $173.21 avg price
EWSIshares Inc
Recent Activity
Decreased -2.15%
1.13%
$2.008M
90,645 shares@ $22.16 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -5.14%
1.12%
$1.993M
2,248 shares@ $886.54 avg price
BBJPJ P Morgan Exchange Traded F
Recent Activity
Decreased -7.16%
1.09%
$1.954M
32,955 shares@ $59.28 avg price