Summit Financial, LLC Purchases and Sells in Q2 2025

Summit Financial, LLC

$4.38 Billion
Q2 2025

Top Buys

Incresed Positions

423 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	131K + 8.6%	$243.75 - $303.93 $31.8M - $39.7M	1.65M $501M
IVV	108K + 136.03%	$498.8 - $620.9 $53.7M - $66.8M	187K $116M
NVDA	112K + 22.82%	$94.31 - $157.99 $10.6M - $17.7M	603K $95.2M
QQQ	48.2K + 69.11%	$416.06 - $551.64 $20.1M - $26.6M	118K $65.1M
MSFT	19.8K + 11.99%	$354.56 - $497.45 $7.04M - $9.87M	185K $92.2M
EFAV	346K + 13357.04%	$73.0 - $85.5 $25.3M - $29.6M	349K $29.3M

New Holdings

132 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BBCA	118K New	$65.42 - $80.7 $7.72M - $9.52M	118K $9.52M
FXO	163K New	$45.9 - $56.06 $7.47M - $9.13M	163K $9.13M
MGF	1.78M New	$3.04 - $3.17 $5.41M - $5.64M	1.78M $5.55M
SRLN	63.2K New	$39.47 - $41.59 $2.5M - $2.63M	63.2K $2.63M
IDEV	32.4K New	$61.79 - $76.67 $2M - $2.48M	32.4K $2.46M
DX	179K New	$11.13 - $12.99 $1.99M - $2.33M	179K $2.19M

Top Sells

Reduced Positions

238 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHV	-294K - 50.13%	$110.06 - $110.46 $32.4M - $32.5M	292K $32.3M
QUAL	-150K - 71.91%	$152.42 - $182.82 $22.9M - $27.4M	58.6K $10.7M
DXJ	-194K - 86.18%	$95.74 - $115.54 $18.5M - $22.4M	31K $3.55M
UNH	-8.63K - 34.19%	$274.35 - $599.47 $2.37M - $5.18M	16.6K $5.18M
CAT	-19.8K - 61.78%	$273.94 - $388.21 $5.42M - $7.69M	12.2K $4.75M
EPI	-119K - 79.46%	$41.3 - $47.52 $4.91M - $5.65M	30.8K $1.46M

Activity Summary All Purchases 555 New Holdings 132 Increased Positions 423 All Sells 238 Reductions 238 Sold out 0 Calls 0 Puts 0

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