Summit Asset Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Stereotaxis, Inc. | $51.8K | 0.0% |
| Westrock Coffee CoWEST | $54.0K | 0.0% |
| BlackRock, Inc. | $203.4K | 0.0% |
| SPDR SERIES TRUST | $205.3K | 0.0% |
| ALLIANCEBERNSTEIN HOLDING L.P.AB | $212.0K | 0.0% |
| ISHARES TR | $218.8K | 0.0% |
| Walt Disney Co | $219.1K | 0.0% |
| LOCKHEED MARTIN CORP | $220.1K | 0.0% |
| LOWES COMPANIES INC | $225.2K | 0.0% |
| T-Mobile US, Inc.TMUS | $229.4K | 0.0% |
| SCHWAB STRATEGIC TR | $230.2K | 0.0% |
| ISHARES SILVER TR | $232.7K | 0.0% |
| CME Group Inc | $233.5K | 0.0% |
| Blackstone Mortgage Trust Inc | $235.3K | 0.0% |
| Phillips 66 | $245.1K | 0.0% |
| GE Vernova Inc. | $246.5K | 0.0% |
| TEXAS INSTRUMENTS INC | $247.7K | 0.0% |
| Blue Owl Capital CorpOBDC | $248.6K | 0.0% |
| Mondelez International, Inc. | $252.2K | 0.0% |
| CSX CORP | $253.2K | 0.0% |
| SELECT SECTOR SPDR TR | $259.1K | 0.0% |
| ISHARES TR | $259.4K | 0.0% |
| ENBRIDGE INC | $260.4K | 0.0% |
| DANAHER CORP /DE | $261.4K | 0.0% |
| GENERAL ELECTRIC CO | $262.4K | 0.0% |
| VANGUARD WORLD FD | $263.7K | 0.0% |
| VANGUARD INDEX FDS | $279.2K | 0.0% |
| VANGUARD BD INDEX FDS | $283.1K | 0.0% |
| AUTOMATIC DATA PROCESSING INC | $292.5K | 0.0% |
| ISHARES TR | $298.2K | 0.0% |
| WEC ENERGY GROUP, INC. | $299.0K | 0.0% |
| DIMENSIONAL ETF TRUST | $299.8K | 0.0% |
| WASTE MANAGEMENT INC | $308.9K | 0.0% |
| ISHARES TR | $314.6K | 0.0% |
| Salesforce Inc | $320.8K | 0.0% |
| ENTERGY CORP /DE | $323.5K | 0.0% |
| MARSH & MCLENNAN COMPANIES, INC. | $325.8K | 0.0% |
| BRISTOL MYERS SQUIBB CO | $329.5K | 0.0% |
| Booking Holdings Inc | $332.0K | 0.0% |
| UNIFIED SER TR | $339.1K | 0.0% |
| Angel Oak Financial Strategies Income Term Trust | $343.5K | 0.0% |
| ISHARES TR | $347.1K | 0.0% |
| VANGUARD WORLD FD | $351.9K | 0.0% |
| Texas Roadhouse, Inc. | $360.9K | 0.1% |
| Duke Energy Corp | $370.5K | 0.1% |
| United Parcel Service Inc | $371.3K | 0.1% |
| VANGUARD SPECIALIZED FUNDS | $377.6K | 0.1% |
| AMERICAN CENTY ETF TR | $380.8K | 0.1% |
| Philip Morris International Inc. | $384.1K | 0.1% |
| TRUIST FINANCIAL CORP | $392.4K | 0.1% |