Managed by Summit Financial Group, Inc. • Latest filing Q1 2024
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | M MSFT — | $8.9M | 26.0K | 0.00% | — |
| 6 | S SPY — | $8.6M | 19.5K | 0.00% | — |
| 7 | Q QQQ — | $8.5M | 50.3K | 0.00% | — |
| 8 | S SPY — | $8.5M | 19.8K | 0.00% | — |
| 9 | Q QQQ — | $8.1M | 51.6K | 0.00% | — |
| 10 | M MSFT — | $8.1M | 25.6K | 0.00% | — |
| 11 | L LLY — | $8.1M | 10.4K | 0.00% | — |
| 12 | Q QQQ — | $7.5M | 50.1K | 0.00% | — |
| 13 | I IAU — | $7.3M | 67.1K | 0.00% | — |
| 14 | I IAU — | $7.2M | 65.1K | 0.00% | — |
| 15 | Q QQQ — | $7M | 49.5K | 0.00% | — |
| 16 | I IAU — | $6.7M | 67.1K | 0.00% | — |
| 17 | I IAU — | $6.4M | 79.9K | 0.00% | — |
| 18 | I IAU — | $6.3M | 67.0K | 0.00% | — |
| 19 | I IAU — | $6.2M | 82.6K | 0.00% | — |
| 20 | P PG — | $6.2M | 38.1K | 0.00% | — |