0001801413-20-000002.txt : 20200422
0001801413-20-000002.hdr.sgml : 20200422
20200422134123
ACCESSION NUMBER: 0001801413-20-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200422
DATE AS OF CHANGE: 20200422
EFFECTIVENESS DATE: 20200422
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: 20807512
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
03-31-2020
03-31-2020
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
04-22-2020
0
42
46816
false
INFORMATION TABLE
2
summit1q20.xml
Abbott Laboratories
COM
002824100
1136
14400
SH
SOLE
14400
0
0
Alcon Inc
ORD SHS
H01301128
1130
22245
SH
SOLE
22245
0
0
Ballard Power Sys New
COM
058586108
527
69250
SH
SOLE
69250
0
0
Blackstone Group Inc.
COM
09260D107
1741
38200
SH
SOLE
38200
0
0
China A-Shares - DB ETF
XTRACK HRVST CSI
233051879
767
29610
SH
SOLE
29610
0
0
Clean Energy - iShares ET
GL CLEAN ENE ETF
464288224
1233
129100
SH
SOLE
129100
0
0
Comex Gold Tst- iShares E
ISHARES
464285105
3715
246511
SH
SOLE
246511
0
0
Communication Svcs - Fide
MSCI COMMNTN SVC
316092873
311
10725
SH
SOLE
10725
0
0
Communication Svcs - SPDR
COMMUNICATION
81369Y852
461
10415
SH
SOLE
10415
0
0
ConocoPhillips
COM
20825C104
1106
35904
SH
SOLE
35904
0
0
Consumer Staples - SPDR E
SBI CONS STPLS
81369Y308
561
10308
SH
SOLE
10308
0
0
Coty Inc
COM
222070203
568
110052
SH
SOLE
110052
0
0
CVS Health Corp
COM
126650100
1310
22075
SH
SOLE
22075
0
0
Disney, Walt Co
COM
254687106
1769
18311
SH
SOLE
18311
0
0
Ebay Inc
COM
278642103
799
26570
SH
SOLE
26570
0
0
Financials - SPDR ETF
SBI INT-FINL
81369Y605
222
10650
SH
SOLE
10650
0
0
Financials Eq Wgt - Inves
S&P500 EQL FIN
46137V340
344
10950
SH
SOLE
10950
0
0
General Electric Company
COM
369604103
1509
190000
SH
SOLE
190000
0
0
Glbl Real Estate Ex-US-Wi
GLB EX US RL EST
97717W331
227
10300
SH
SOLE
10300
0
0
Hartford Finl Svcs Grp
COM
416515104
1081
30670
SH
SOLE
30670
0
0
Hong Kong MSCI - iShares
MSCI HONG KG ETF
464286871
873
43800
SH
SOLE
43800
0
0
Hostess Brands Inc
COM
44109J106
353
33150
SH
SOLE
33150
0
0
Industrials - Fidelity ET
MSCI INDL INDX
316092709
370
12150
SH
SOLE
12150
0
0
J P Morgan Chase & Compan
COM
46625H100
948
10535
SH
SOLE
10535
0
0
Johnson & Johnson
COM
478160104
1708
13023
SH
SOLE
13023
0
0
Kimco Realty Corp
COM
49446R109
155
16000
SH
SOLE
16000
0
0
Manitowoc Co
COM
563571405
247
29050
SH
SOLE
29050
0
0
Microsoft Corp
COM
594918104
3022
19160
SH
SOLE
19160
0
0
Omega Hlthcare Invs Inc
COM
681936100
462
17400
SH
SOLE
17400
0
0
Pepsico Incorporated
COM
713448108
1449
12064
SH
SOLE
12064
0
0
Pfizer Incorporated
COM
717081103
1488
45585
SH
SOLE
45585
0
0
Procter & Gamble
COM
742718109
1534
13941
SH
SOLE
13941
0
0
Raytheon Company New
COM
755111507
1938
14775
SH
SOLE
14775
0
0
REITs - SPDR ETF
RL EST SEL SEC
81369Y860
402
12956
SH
SOLE
12956
0
0
Starbucks Corp
COM
855244109
1075
16354
SH
SOLE
16354
0
0
Sysco Corp Com
COM
871829107
1978
43354
SH
SOLE
43354
0
0
US Dollar Index - Wisdm T
COM
97717W471
3332
117870
SH
SOLE
117870
0
0
US Lg Cap - Schwab ETF
COM
808524201
1379
22511
SH
SOLE
22511
0
0
Utilities - SPDR ETF
UTILITIES ETF
81369Y886
652
11775
SH
SOLE
11775
0
0
Utilities - Vangd ETF
UTILITIES ETF
92204A876
1751
14360
SH
SOLE
14360
0
0
Ventas Inc
COM
92276F100
500
18675
SH
SOLE
18675
0
0
Welltower
COM
42217K106
683
14925
SH
SOLE
14925
0
0