Summit Trail Advisors, LLC Q1 2020 Filing

Filed May 15, 2020

Portfolio Value

$371.7B

Holdings

128

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (128 positions)

#StockSharesValue% PortfolioType
1
VOOVanguard Index FDS S&P 500 ETF (VOO)
486,272$115.2B30.98%
2
EXPDExpeditors Intl Wash Inc
415,734$27.7B7.46%
3
IVViShares Core S&P 500
105,772$27.3B7.35%
4
SPYSPDR S&P 500 (SPY)
70,331$18.2B4.90%
5
SCHOSchwab Short-Term U.S.
328,500$17.0B4.57%
6
VWOVanguard Intl Equity Index FTSE Emerging (VWO)
435,080$14.6B3.93%
7
VTVVanguard Value ETF (VTV)
108,013$9.6B2.59%
8
AGGiShares Core U S Aggregate (AGG)
82,677$9.5B2.57%
9
IWMiShares TR Russell 2000 Index (IWM)
69,854$8.0B2.15%
10
PTONPeloton Interactive
234,110$6.2B1.67%
11
JDJD Com Inc Spons ADR Repstg Com CL A
145,168$5.9B1.58%
12
EHTHEhealth Inc Com
38,637$5.4B1.46%
13
GOOGLAlphabet Inc Cap STK
4,226$4.9B1.32%
14
ATMPExchange Traded Note - Atlantic Trust Select MLP
591,665$4.9B1.31%
15
GOOGAlphabet Inc Cap STK CL C
4,107$4.8B1.29%
16
VEAVanguard Tax-Managed Intl FD FTSE Developed MKTS ETF
122,773$4.1B1.10%
17
UBERUber Technologies Inc
143,726$4.0B1.08%
18
TENBTenable HLDGS Inc
170,597$3.7B1.00%
19
SHMSPDR Nuveen Barclays
70,000$3.4B0.92%
20
OKTAOkta Inc CL A
27,852$3.4B0.92%
21
EFAiShares MSCI EAFE (EFA)
57,262$3.1B0.82%
22
MSFTMicrosoft Corp Com
19,063$3.0B0.81%
23
IWBiShares TR Russell 1000 ETF
20,393$2.9B0.78%
24
SBACSba Communications Corp New CL A
8,531$2.3B0.62%
25
WQTMWisdomtree Cloud Computing ETF IV
95,400$2.3B0.62%
26
GLREGreenlight Capital Re LTD CL A
363,524$2.2B0.58%
27
CRMSalesforce.Com Inc Com Stock
14,081$2.0B0.55%
28
SSTKRice Hall James-Small Cap Opportunities
60,959$2.0B0.53%
29
INDAiShares MSCI India (INDA)
78,855$1.9B0.51%
30
AQLTiShares TR Core MSCI EAFE ETF
36,727$1.8B0.49%
31
AQLTiShares TR Select Dividend (DVY)
22,284$1.6B0.44%
32
VRNSVaronis SYS Inc Com
25,503$1.6B0.44%
33
IWFiShares TR Russell 1000 Growth Index FD (IWF)
10,227$1.5B0.41%
34
DVADavita Healthcare Partners Inc
19,559$1.5B0.40%
35
BWFGBankwell Finl Group Inc Com
89,770$1.4B0.37%
36
IVWiShares TR S&P 500 Growth ETF
8,066$1.3B0.36%
37
QUALIshars Edg MSCI USA QLTY FCTR ETF
15,669$1.3B0.34%
38
YEXTYext Inc
117,638$1.2B0.32%
39
NDQInvesco QQQ TR Unit Ser 1
6,199$1.2B0.32%
40
JPMJP Morgan Chase & Co Com
12,679$1.1B0.31%
41
VGTVanguard Information Technology ETF
5,189$1.1B0.30%
42
GQ9SPDR Gold TR Gold SHS
6,932$1.0B0.28%
43
SOSouthern Co Com
16,912$916.0M0.25%
44
METAFacebook Inc CL A
5,442$908.0M0.24%
45
IJTiShares TR S&P Small-Cap 600 Growth ETF
6,250$862.0M0.23%
46
KODKodiak Sciences Inc
18,000$859.0M0.23%
47
IJKiShares TR S&P Midcap 400 Growth ETF
4,778$853.0M0.23%
48
VHTVanguard World FDS Vanguard Health Care ETF
4,725$785.0M0.21%
49
VTVanguard Total World Stock ETF (VT)
12,097$760.0M0.20%
50
IWYiShares Russell Top 200 Growth ETF
8,950$754.0M0.20%
51
IGPTInvesco Dynamic Software ETF
8,786$753.0M0.20%
52
VNQVanguard Index FDS Vanguard REIT (VNQ)
10,764$752.0M0.20%
53
SDYSPDR Ser TR S&P Divid ETF
9,371$748.0M0.20%
54
PFEPfizer Inc Com
22,225$725.0M0.20%
55
ACWIISHARES TR MSCI ACWI ETF
11,434$715.0M0.19%
56
VYMVanguard Whitehall FDS High Dividend Yield ETF SHS
10,054$711.0M0.19%
57
IWOiShares Russell 2000 Growth Index
4,474$708.0M0.19%
58
IJHiShares Core S&P Mid Cap
4,828$695.0M0.19%
59
MDYSPDR S&P Midcap 400 ETF TR Unit Ser 1 Standard & Poors Dep RCPT
2,628$694.0M0.19%
60
IWDiShares TR Russell 1000 Value ETF
6,964$691.0M0.19%
61
VOVanguard Mid-Cap ETF
5,240$690.0M0.19%
62
VVisa Inc Com CL A
4,150$669.0M0.18%
63
NOWServicenow Inc Com
2,317$664.0M0.18%
64
MAMastercard Inc CL A Com
2,620$633.0M0.17%
65
DISDisney Walt Co Disney Com
6,369$615.0M0.17%
66
VTIVanguard Index FDS Vanguard Total STK MKT ETF
4,683$604.0M0.16%
67
OPLNKar Auction SVCS Inc Com
46,568$568.0M0.15%
68
MDLZMondelez Intl Inc CL A
10,778$543.0M0.15%
69
DUKDuke Energy Corp New Com New
6,610$535.0M0.14%
70
SUBiShares TR Short-Term Natl Mun BD ETF FD
5,000$532.0M0.14%
71
TAT&T Inc Com
17,302$504.0M0.14%
72
CCOClear Channel Outdoor HLDGS Inc New Com
781,250$500.0M0.13%
73
INTCIntel Corp Com
9,134$494.0M0.13%
74
NMTNuveen Massachusets
35,750$484.0M0.13%
75
BACVerizon Communications Com
8,966$482.0M0.13%
76
MRKMerck & Co Inc New Com
6,191$480.0M0.13%
77
PEPPepsico Inc Com
3,821$459.0M0.12%
78
LMTLockheed Martin Corp Com
1,354$459.0M0.12%
79
CVXChevron Corp New Com
6,197$449.0M0.12%
80
FISVFiserv Inc Com
4,432$421.0M0.11%
81
BABAAlibaba GRP SHS ADR
2,104$409.0M0.11%
82
VLUEiShares Edg MSCI USA Val FCTR ETF
6,000$378.0M0.10%
83
PGProcter & Gamble Co Com
3,339$367.0M0.10%
84
NVDANvidia Corp Com
1,382$364.0M0.10%
85
MOAltria Group Inc Com
9,120$360.0M0.10%
86
BHFBrighthouse Financial, Inc. CMN
14,098$341.0M0.09%
87
4I1Philip Morris Intl Inc Com
4,597$341.0M0.09%
88
TMOThermo Fisher Scientific Inc
1,143$324.0M0.09%
89
JNJJohnson & Johnson Com
2,455$322.0M0.09%
90
FDUSFidus Invt Corp Com
45,388$300.0M0.08%
91
CSCOCisco Systems Inc
7,608$299.0M0.08%
92
BLKCHFBlackRock Inc Com
654$288.0M0.08%
93
EFViShares TR MSCI EAFE Value ETF
7,894$282.0M0.08%
94
VFHVanguard Financials Index Fund
5,500$279.0M0.08%
95
NNNNational Retail PPTYS Inc Com
8,400$270.0M0.07%
96
EPDCIBC Energy Infrastructure
18,688$267.0M0.07%
97
FMBIUSDFirst Midwest Bancorp Inc Del Com
19,810$265.0M0.07%
98
NEENextera Energy Inc Com
1,064$256.0M0.07%
99
TTTrane Technologies
2,975$246.0M0.07%
100
BXBlackstone Group Inc CL A
5,339$243.0M0.07%
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