0001801413-20-000001.txt : 20200207 0001801413-20-000001.hdr.sgml : 20200207 20200206183442 ACCESSION NUMBER: 0001801413-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200207 DATE AS OF CHANGE: 20200206 EFFECTIVENESS DATE: 20200207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Summit Place Financial Advisors, LLC CENTRAL INDEX KEY: 0001801413 IRS NUMBER: 263103087 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19782 FILM NUMBER: 20584082 BUSINESS ADDRESS: STREET 1: 18 BANK STREET STREET 2: SUITE 202 CITY: SUMMIT STATE: NJ ZIP: 07901 BUSINESS PHONE: 908-517-5880 MAIL ADDRESS: STREET 1: 18 BANK STREET STREET 2: SUITE 202 CITY: SUMMIT STATE: NJ ZIP: 07901 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001801413 XXXXXXXX 12-31-2019 12-31-2019 Summit Place Financial Advisors, LLC
18 BANK STREET SUITE 202 SUMMIT NJ 07901
13F HOLDINGS REPORT 028-19782 N
Elizabeth Miller Managing Member & CCO 908-517-5880 Elizabeth Miller Summit NJ 02-06-2020 0 43 63163 false
INFORMATION TABLE 2 summit4q19.xml Alcon Inc ORD SHS H01301128 1298 22940 SH SOLE 22940 0 0 Ballard Power Sys New COM 058586108 691 96250 SH SOLE 96250 0 0 Bank of America Corp COM 060505104 1159 32900 SH SOLE 32900 0 0 Blackstone Group Inc. COM 09260D107 1950 34850 SH SOLE 34850 0 0 BP PLC ADR SPONSORED ADR 055622104 634 16800 SH SOLE 16800 0 0 China A-Shares - DB ETF XTRACK HRVST CSI 233051879 1210 40825 SH SOLE 40825 0 0 Comex Gold Tst- iShares E ISHARES 464285105 3437 237012 SH SOLE 237012 0 0 Communication Svcs - SPDR COMMUNICATION 81369Y852 694 12940 SH SOLE 12940 0 0 ConocoPhillips COM 20825C104 1073 16504 SH SOLE 16504 0 0 Consumer Staples - SPDR E SBI CONS STPLS 81369Y308 873 13859 SH SOLE 13859 0 0 Corteva Inc COM 22052L104 493 16687 SH SOLE 16687 0 0 Coty Inc COM 222070203 1005 89373 SH SOLE 89373 0 0 CVS Health Corp COM 126650100 1449 19500 SH SOLE 19500 0 0 Disney, Walt Co COM 254687106 1733 11980 SH SOLE 11980 0 0 Ebay Inc COM 278642103 472 13060 SH SOLE 13060 0 0 Emg Mkts FTSE - Schwab ET EMRG MKTEQ ETF 808524706 1604 58601 SH SOLE 58601 0 0 Emg Mkts MSCI - iShares E CORE MSCI EMKT 46434G103 726 13500 SH SOLE 13500 0 0 Financials - SPDR ETF SBI INT-FINL 81369Y605 1725 56058 SH SOLE 56058 0 0 Financials Evolved - iSha EVOLVED FINLS 46431W655 374 14125 SH SOLE 14125 0 0 General Electric Company COM 369604103 1604 143700 SH SOLE 143700 0 0 Glbl Real Estate Ex-US-Wi GLB EX US RL EST 97717W331 323 10300 SH SOLE 10300 0 0 Hartford Finl Svcs Grp COM 416515104 1703 28020 SH SOLE 28020 0 0 Hong Kong MSCI - iShares MSCI HONG KG ETF 464286871 791 32500 SH SOLE 32500 0 0 Hostess Brands Inc COM 44109J106 415 28550 SH SOLE 28550 0 0 India MSCI - iShares ETF MSCI INDIA ETF 46429B598 732 20839 SH SOLE 20839 0 0 Johnson & Johnson COM 478160104 1853 12703 SH SOLE 12703 0 0 Kimco Realty Corp COM 49446R109 249 12000 SH SOLE 12000 0 0 Manitowoc Co COM 563571405 389 22200 SH SOLE 22200 0 0 Microsoft Corp COM 594918104 2738 17360 SH SOLE 17360 0 0 Nike Inc Class B COM 654106103 1813 17892 SH SOLE 17892 0 0 Pepsico Incorporated COM 713448108 1710 12514 SH SOLE 12514 0 0 Pfizer Incorporated COM 717081103 1524 38885 SH SOLE 38885 0 0 Procter & Gamble COM 742718109 1763 14116 SH SOLE 14116 0 0 Starbucks Corp COM 855244109 1611 18324 SH SOLE 18324 0 0 Sysco Corp Com COM 871829107 1726 20179 SH SOLE 20179 0 0 U.S. Core Small Cap - iSh CORE S&P SCP ETF 464287804 2593 30925 SH SOLE 30925 0 0 US Dollar Index - Wisdm T BLMBG US BULL 97717W471 3092 115955 SH SOLE 115955 0 0 US Lg Cap - Schwab ETF US LRG CAP ETF 808524201 1660 21617 SH SOLE 21617 0 0 US Small Cap- Schwab ETF US SML CAP ETF 808524607 5062 66927 SH SOLE 66927 0 0 Utilities - Vangd ETF UTILITIES ETF 92204A876 3099 21685 SH SOLE 21685 0 0 Ventas Inc COM 92276F100 766 13275 SH SOLE 13275 0 0 Visa Inc COM 92826C839 2053 10925 SH SOLE 10925 0 0 Welltower COM 42217K106 1294 15825 SH SOLE 15825 0 0