HoldingsChannel.com
Summit Place Financial Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Comex Gold Tst iShares E (IAU) 246,511 +9,499 $3,715
     IAU246,511+9,499$3,715
US Dollar Index Wisdm T (USDU) 117,870 +1,915 $3,332
     USDU117,870+1,915$3,332
Microsoft Corp 19,160 +1,800 $3,022
     MSFT19,160+1,800$3,022
Sysco Corp Com 43,354 +23,175 $1,978
     SYY43,354+23,175$1,978
Raytheon Company New 14,775 +14,775 $1,938
     RTN14,775+14,775$1,938
Disney Walt Co 18,311 +6,331 $1,769
     DIS18,311+6,331$1,769
Utilities Vangd ETF (VPU) 14,360 -7,325 $1,751
     VPU14,360-7,325$1,751
Blackstone Group Inc. 38,200 +3,350 $1,741
     BX38,200+3,350$1,741
Johnson & Johnson 13,023 +320 $1,708
     JNJ13,023+320$1,708
Procter & Gamble 13,941 -175 $1,534
     PG13,941-175$1,534
General Electric Company 190,000 +46,300 $1,509
     GE190,000+46,300$1,509
Pfizer Incorporated 45,585 +6,700 $1,488
     PFE45,585+6,700$1,488
Pepsico Incorporated 12,064 -450 $1,449
     PEP12,064-450$1,449
US Lg Cap Schwab ETF (SCHX) 22,511 +894 $1,379
     SCHX22,511+894$1,379
CVS Health Corp 22,075 +2,575 $1,310
     CVS22,075+2,575$1,310
Clean Energy iShares ET (ICLN) 129,100 +129,100 $1,233
     ICLN129,100+129,100$1,233
Abbott Laboratories 14,400 +14,400 $1,136
     ABT14,400+14,400$1,136
Alcon Inc 22,245 -695 $1,130
     ALC22,245-695$1,130
ConocoPhillips 35,904 +19,400 $1,106
     COP35,904+19,400$1,106
Hartford Finl Svcs Grp 30,670 +2,650 $1,081
     HIG30,670+2,650$1,081
Starbucks Corp 16,354 -1,970 $1,075
     SBUX16,354-1,970$1,075
J P Morgan Chase & Compan 10,535 +10,535 $948
     JPM10,535+10,535$948
Hong Kong MSCI iShares (EWH) 43,800 +11,300 $873
     EWH43,800+11,300$873
Ebay Inc 26,570 +13,510 $799
     EBAY26,570+13,510$799
China A Shares DB ETF (ASHR) 29,610 -11,215 $767
     ASHR29,610-11,215$767
Welltower 14,925 -900 $683
     COM14,925-900$683
Utilities SPDR ETF (XLU) 11,775 +11,775 $652
     XLU11,775+11,775$652
Coty Inc 110,052 +20,679 $568
     COTY110,052+20,679$568
Consumer Staples SPDR E (XLP) 10,308 -3,551 $561
     XLP10,308-3,551$561
Ballard Power Sys New 69,250 -27,000 $527
     BLDP69,250-27,000$527
Ventas Inc 18,675 +5,400 $500
     VTR18,675+5,400$500
Omega Hlthcare Invs Inc 17,400 +17,400 $462
     OHI17,400+17,400$462
Communication Svcs SPDR (XLC) 10,415 -2,525 $461
     XLC10,415-2,525$461
REITs SPDR ETF (XLRE) 12,956 +12,956 $402
     XLRE12,956+12,956$402
Industrials Fidelity ET 12,150 +12,150 $370
     FIDU12,150+12,150$370
Hostess Brands Inc 33,150 +4,600 $353
     TWNK33,150+4,600$353
Financials Eq Wgt Inves 10,950 +10,950 $344
     RYF10,950+10,950$344
Communication Svcs Fide 10,725 +10,725 $311
     FCOM10,725+10,725$311
Manitowoc Co 29,050 +6,850 $247
     MTW29,050+6,850$247
Glbl Real Estate Ex US Wi 10,300 UNCH $227
     DRW10,300UNCH$227
Financials SPDR ETF (XLF) 10,650 -45,408 $222
     XLF10,650-45,408$222

See Full List: All Stocks Held By Summit Place Financial Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Summit Place Financial Advisors LLC

Size ($ in 1000's)
At 03/31/2020: $46,816
At 12/31/2019: $63,163

Summit Place Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Summit Place Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings

Summit Place Financial Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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