0001398344-23-002981.txt : 20230213
0001398344-23-002981.hdr.sgml : 20230213
20230213163759
ACCESSION NUMBER: 0001398344-23-002981
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230213
DATE AS OF CHANGE: 20230213
EFFECTIVENESS DATE: 20230213
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Summit Asset Management, LLC
CENTRAL INDEX KEY: 0001509974
IRS NUMBER: 621765323
STATE OF INCORPORATION: TN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14078
FILM NUMBER: 23619158
BUSINESS ADDRESS:
STREET 1: 5100 WHEELIS DRIVE, SUITE 107
CITY: MEMPHIS
STATE: TN
ZIP: 38117
BUSINESS PHONE: 901-729-8100
MAIL ADDRESS:
STREET 1: 5100 WHEELIS DRIVE, SUITE 107
CITY: MEMPHIS
STATE: TN
ZIP: 38117
13F-HR
1
primary_doc.xml
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0001509974
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12-31-2022
12-31-2022
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Summit Asset Management, LLC
5100 WHEELIS DRIVE, SUITE 107
MEMPHIS
TN
38117
13F HOLDINGS REPORT
028-14078
000109606
801-56221
N
Lance Wayne Hollingsworth
Chief Investment Officer
901-729-8100
/s/ Lance Wayne Hollingsworth
Memphis
TN
02-07-2023
0
151
345569521
INFORMATION TABLE
2
fp0081945-1_13fhr-table.xml
3M CO
COM
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COM
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SH
SOLE
3729
0
0
ABBVIE INC
COM
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SH
SOLE
4327
0
0
ALPHABET INC
CAP STK CL A
02079K305
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2820
SH
SOLE
2820
0
0
ALPHABET INC
CAP STK CL C
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791827
8924
SH
SOLE
8924
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0
AMAZON COM INC
COM
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1481676
17639
SH
SOLE
17639
0
0
APPLE INC
COM
037833100
5794708
44599
SH
SOLE
41946
0
2652
AT&T INC
COM
00206R102
806599
43813
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SOLE
40125
0
3688
AUTOMATIC DATA PROCESSING IN
COM
053015103
271584
1137
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SOLE
1137
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AUTOZONE INC
COM
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BANK AMERICA CORP
COM
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405681
12249
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BERKSHIRE HATHAWAY INC DEL
CL A
084670108
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700
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700
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CL B NEW
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COM
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413
CANADIAN PAC RY LTD
COM
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CARMAX INC
COM
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SCHWAB CHARLES CORP
COM
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COM
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COM
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COM
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COM
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COM
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COM
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CROWN HLDGS INC
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CVS HEALTH CORP
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COM
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UT SER 1
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COM NEW
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EMERSON ELEC CO
COM
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ENBRIDGE INC
COM
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ENTERPRISE PRODS PARTNERS L
COM
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EXPEDITORS INTL WASH INC
COM
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EXXON MOBIL CORP
COM
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FASTENAL CO
COM
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FEDEX CORP
COM
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10703
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FIRST HORIZON CORPORATION
COM
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GENERAL DYNAMICS CORP
COM
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SOLE
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GLOBE LIFE INC
COM
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SH
SOLE
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HOME DEPOT INC
COM
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SH
SOLE
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HONEYWELL INTL INC
COM
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SH
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COM
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COM
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INTL EQTY ETF
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UNIT SER 1
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SPON ADR CL A
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COM
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MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
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CL A
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COM
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MERCK & CO INC
COM
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MICROSOFT CORP
COM
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MID-AMER APT CMNTYS INC
COM
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MODERNA INC
COM
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MONDELEZ INTL INC
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COM
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CL B
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COM
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COM
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OREILLY AUTOMOTIVE INC
COM
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COM
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PFIZER INC
COM
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PIMCO ETF TR
ENHAN SHRT MA AC
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PINNACLE FINL PARTNERS INC
COM
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COM
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COM
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COM
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COM
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ROYAL BK CDA SUSTAINABL
COM
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TR UNIT
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UTSER1 S&PDCRP
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INTERNL DIVID
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SCHWAB STRATEGIC TR
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500 GRTH IDX F
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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COM
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