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