Summit Financial, LLC Purchases and Sells in Q3 2025

Summit Financial, LLC

$6 Billion
Q3 2025

Top Buys

Incresed Positions

481 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	48.7K + 26.07%	$620.67 - $670.08 $30.2M - $32.6M	235K $157M
AAPL	36.3K + 7.15%	$202.38 - $256.87 $7.34M - $9.32M	544K $138M
TSLA	53.1K + 123.11%	$293.94 - $444.72 $15.6M - $23.6M	96.3K $42.8M
NVDA	40.1K + 6.66%	$153.3 - $186.58 $6.15M - $7.49M	643K $120M
IVE	104K + 1570.1%	$194.44 - $206.51 $20.2M - $21.5M	111K $22.9M
SMH	65.2K + 1111.42%	$275.84 - $326.36 $18M - $21.3M	71.1K $23.2M

New Holdings

460 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQM	350K New	$225.11 - $247.9 $78.7M - $86.7M	350K $86.4M
PLTR	343K New	$130.68 - $186.97 $44.8M - $64.2M	343K $62.6M
IBDX	1.44M New	$24.97 - $25.78 $36M - $37.2M	1.44M $36.9M
IBDW	1.74M New	$20.77 - $21.32 $36.1M - $37.1M	1.74M $36.9M
IBDV	1.55M New	$21.75 - $22.22 $33.8M - $34.5M	1.55M $34.4M
IBDU	1.01M New	$23.13 - $23.54 $23.4M - $23.8M	1.01M $23.7M

Top Sells

Reduced Positions

271 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NEAR	-349K - 49.2%	$50.8 - $51.32 $17.7M - $17.9M	361K $18.5M
BND	-216K - 74.78%	$72.57 - $74.72 $15.6M - $16.1M	72.7K $5.41M
BIL	-139K - 54.38%	$91.44 - $91.77 $12.7M - $12.7M	116K $10.7M
BBCA	-115K - 97.67%	$80.0 - $88.06 $9.22M - $10.1M	2.74K $239K
VOE	-61.2K - 26.97%	$164.63 - $174.58 $10.1M - $10.7M	166K $29M
EWJ	-116K - 37.61%	$71.69 - $81.49 $8.31M - $9.44M	192K $15.4M

Activity Summary All Purchases 941 New Holdings 460 Increased Positions 481 All Sells 271 Reductions 271 Sold out 0 Calls 0 Puts 0

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