Summit Financial, LLC Purchases in Q1 2025

Summit Financial, LLC

  • $3.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
587K
New
$110.11 - $110.51 $64.6M - $64.8M
587K $64.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
106K
+ 250.66%
$442.66 - $534.52 $46.8M - $56.5M
148K $78.8M
NEAR
Blackrock Short Maturity Bond

ETFs
719K
New
$50.4 - $50.89 $36.2M - $36.6M
719K $36.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
190K
+ 1000.52%
$168.16 - $186.21 $31.9M - $35.3M
209K $35.7M
XLU
Utilities Sector Spdr

ETFs
340K
+ 765.03%
$74.7 - $80.27 $25.4M - $27.3M
385K $30.4M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
254K
+ 4808.62%
N/A
259K $22.2M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
192K
+ 584.04%
$106.46 - $114.75 $20.4M - $22M
225K $24.8M
PDP
Invesco Exchange Traded Fd Tr

ETFs
205K
New
$96.95 - $116.13 $19.9M - $23.8M
205K $20.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
218K
+ 235.89%
$85.29 - $92.57 $18.6M - $20.2M
311K $28.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
95.3K
+ 183.3%
$169.43 - $182.84 $16.1M - $17.4M
147K $25.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
32.1K
+ 85.46%
$468.34 - $539.52 $15.1M - $17.3M
69.7K $32.7M
IAU
Ishares Gold Trust

ETFs
196K
+ 232.58%
$49.74 - $58.96 $9.73M - $11.5M
280K $16.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
262K
+ 109.4%
$44.72 - $46.25 $11.7M - $12.1M
502K $23.1M
EWJ
Ishares Msci Japan ETF

ETFs
177K
+ 4481.44%
$65.24 - $71.7 $11.6M - $12.7M
181K $12.4M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
301K
New
$38.0 - $38.88 $11.4M - $11.7M
301K $11.5M
XLG
Invesco Exchange Traded Fd Tr

ETFs
235K
New
$45.72 - $51.73 $10.7M - $12.2M
235K $10.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
195K
+ 99.22%
$57.21 - $65.8 $11.2M - $12.8M
391K $22.8M
AAPL
Apple Inc.

Technology
82.2K
+ 28.72%
$209.68 - $247.1 $17.2M - $20.3M
369K $81.9M
IBM
International Business Machines Corp

Technology
30.8K
+ 131.77%
$217.4 - $264.74 $6.7M - $8.16M
54.2K $13.5M
FDN
First Tr Fd Dow Jones

ETFs
37.1K
+ 780.37%
$221.38 - $266.86 $8.22M - $9.91M
41.9K $9.3M
JPM
Jpmorgan Chase & CO

Financial Services
29.3K
+ 31.05%
$225.19 - $279.95 $6.59M - $8.19M
124K $30.3M
AMZN
Amazon Com Inc

Consumer Cyclical
74.6K
+ 33.32%
$190.26 - $242.06 $14.2M - $18.1M
299K $56.8M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
109K
New
$64.2 - $69.24 $7.02M - $7.57M
109K $7.49M
VHT
Vanguard Health Care ETF

ETFs
27.3K
+ 1344.6%
$254.06 - $273.83 $6.93M - $7.47M
29.3K $7.76M
IEF
Ishares Barclays

ETFs
72.8K
+ 84.19%
$91.17 - $95.39 $6.64M - $6.94M
159K $15.2M
MSFT
Microsoft Corp

Technology
35.2K
+ 26.97%
$375.39 - $447.2 $13.2M - $15.7M
166K $62.2M
GMED
Globus Medical Inc

Healthcare
98K
New
$69.68 - $93.32 $6.83M - $9.14M
98K $7.17M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
144K
+ 527.97%
$48.31 - $49.23 $6.95M - $7.08M
171K $8.41M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
83.2K
New
$81.8 - $88.86 $6.8M - $7.39M
83.2K $7.02M
VFH
Vanguard Financial ETF

ETFs
57.3K
New
$114.07 - $127.34 $6.53M - $7.29M
57.3K $6.84M
SCHR
Schwab Intermediate Term Us Tr

ETFs
258K
+ 79.04%
$24.05 - $24.86 $6.2M - $6.41M
584K $14.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
62.4K
+ 33.76%
$95.85 - $99.25 $5.98M - $6.19M
247K $24.4M
INDY
Ishares India 50 ETF

ETFs
126K
New
$47.15 - $51.6 $5.96M - $6.53M
126K $6.42M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
58.9K
+ 721.81%
$97.38 - $104.52 $5.73M - $6.15M
67K $6.85M
FXR
First Trust Industrials/Produc

ETFs
85.5K
+ 752.35%
$68.3 - $79.81 $5.84M - $6.82M
96.8K $6.74M
EFA
Ishares Tr Msci Eafe ETF

ETFs
69.4K
+ 257.89%
$74.85 - $84.89 $5.2M - $5.89M
96.3K $7.87M
FXU
First Tr Exchange Traded Fd Ut

ETFs
141K
New
$37.42 - $41.14 $5.26M - $5.78M
141K $5.76M
GLD
Spdr Gold Trust

ETFs
14.9K
+ 48.65%
$243.19 - $288.14 $3.61M - $4.28M
45.4K $13.1M
EPI
Wisdomtree Tr India Earnings F

ETFs
123K
+ 453.31%
$40.08 - $45.85 $4.92M - $5.62M
150K $6.54M
ITOT
Ishares Core S&P Total U.S. St

ETFs
47.2K
+ 47.8%
$120.29 - $134.6 $5.68M - $6.35M
146K $17.8M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
64.3K
New
$73.27 - $96.21 $4.71M - $6.19M
64.3K $4.71M
HYG
Ishares Tr

ETFs
59.5K
+ 357.04%
$78.51 - $80.11 $4.68M - $4.77M
76.2K $6.01M
AXP
American Express CO

Financial Services
18.6K
+ 170.47%
$255.39 - $325.87 $4.75M - $6.06M
29.5K $7.94M
VTV
Vanguard Value ETF

ETFs
17.8K
+ 4.25%
$167.73 - $179.21 $2.99M - $3.2M
437K $75.5M
IVV
Ishares Core S&P 500 ETF

ETFs
11.2K
+ 16.49%
$554.06 - $615.85 $6.2M - $6.89M
79.1K $44.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
216K
+ 699.16%
$18.36 - $20.51 $3.97M - $4.44M
247K $4.89M
ALB
Albemarle Corp

Basic Materials
59.8K
New
$69.95 - $97.49 $4.18M - $5.83M
59.8K $4.31M
VEA
Vanguard Ftse Developed Market

ETFs
52.4K
+ 10.21%
$47.4 - $52.99 $2.48M - $2.77M
565K $28.7M
EQR
Equity Residential

Real Estate
58.6K
New
$66.98 - $75.02 $3.93M - $4.4M
58.6K $4.2M
Activity Summary
Buys All Purchases 520 New Holdings 106 Increased Positions 414 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 0 Puts 0
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