SUMMIT EQUITIES INC Information

4 CAMPUS DRIVE, PARSIPPANY, New Jersey, 07054, (973) 285-3670

Report Date: 03/31/2015

Position Statistics

Total Positions 24
New Positions 1
Increased Positions 16
Decreased Positions 6
Positions with Activity 22
Sold Out Positions 3
Total Mkt Value (in $ millions) 300

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 2.51%
Financial 95.05%
Healthcare
Services 0.04%
Technology
Transportation
Utilities 2.4%

24 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD INDEX FDS TOTAL STK MKT 158,670 6,565 4.32 1,467,537
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 67,082 4,682 7.50 1,397,255
VANGUARD INDEX FDS VALUE ETF 16,145 813 5.30 192,801
VANGUARD WORLD FDS ENERGY ETF 12,656 499 4.11 127,277
VANGUARD INDEX FDS SM CP VAL ETF 12,453 453 3.77 118,318
SPDR INDEX SHS FDS GLB NAT RESRCE 9,803 9,803 New 252,589
GREENHAVEN CONT CMDTY INDEX FD UNIT BEN INT 6,492 575 9.72 320,275
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 3,046 1,658 119.40 58,854
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 1,587 556 53.94 33,652
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 1,551 175 12.70 23,986
BUCKEYE PARTNERS L P UNIT LTD PARTN 1,537 130 9.26 20,368
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 1,512 -168 (9.98) 21,251
ENBRIDGE ENERGY PARTNERS L P COM 1,457 -37 (2.45) 45,962
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 1,420 277 24.21 33,652
ENTERPRISE PRODS PARTNERS L P COM 1,405 134 10.55 48,357
ONEOK PARTNERS LP UNIT LTD PARTN 1,199 421 54.12 37,053
ISHARES GOLD TRUST ISHARES 820 -5,037 (86) 77,503
WISDOMTREE TR DIV EX-FINL FD 420 New 5,787
ISHARES TR U.S. FINLS ETF 338 .03 3,657
ALPS ETF TR ALERIAN MLP 182 3 1.71 11,820


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