Summit Financial, LLC Purchases in Q3 2024

Summit Financial, LLC

  • $2.54 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
52.2K
+ 25.69%
$207.23 - $234.82 $10.8M - $12.3M
255K $59.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
29K
+ 58.27%
$475.2 - $527.7 $13.8M - $15.3M
78.7K $41.5M
META
Meta Platforms, Inc.

Communication Services
22.2K
+ 59.53%
$453.41 - $572.44 $10.1M - $12.7M
59.5K $34.1M
IVV
Ishares Core S&P 500 ETF

ETFs
17K
+ 39.96%
$520.18 - $576.82 $8.84M - $9.81M
59.5K $34.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
11.4K
+ 15.03%
$517.38 - $573.86 $5.88M - $6.52M
86.9K $49.9M
NFLX
Netflix Inc

Communication Services
10.9K
+ 121.5%
$598.55 - $722.26 $6.5M - $7.84M
19.8K $14M
SCHR
Schwab Intermediate Term Us Tr

ETFs
152K
New
$48.4 - $50.91 $7.37M - $7.75M
152K $7.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
113K
+ 143.64%
$57.32 - $62.65 $6.49M - $7.09M
192K $12M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
114K
+ 80.12%
$49.93 - $51.15 $5.69M - $5.83M
256K $13.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
53.1K
+ 41.41%
$96.25 - $101.98 $5.11M - $5.41M
181K $18.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.52K
+ 33.68%
$405.19 - $478.57 $3.45M - $4.08M
33.8K $15.6M
MSFT
Microsoft Corp

Technology
15.4K
+ 14.87%
$395.15 - $467.56 $6.08M - $7.2M
119K $51.2M
WPM
Wheaton Precious Metals Corp.

Basic Materials
36.2K
+ 11.76%
$52.04 - $64.22 $1.88M - $2.33M
344K $21M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4.61K
+ 56.37%
$1024.09 - $1201.76 $4.72M - $5.54M
12.8K $13.4M
VEA
Vanguard Ftse Developed Market

ETFs
63.1K
+ 14.92%
$47.6 - $53.31 $3M - $3.37M
486K $25.7M
SCHP
Schwab Strategic Us Tips ETF

ETFs
83.2K
+ 395.84%
$51.58 - $53.79 $4.29M - $4.47M
104K $5.59M
COST
Costco Wholesale Corp

Consumer Defensive
3.87K
+ 16.76%
$801.83 - $917.05 $3.1M - $3.54M
26.9K $23.9M
WMT
Walmart Inc.

Consumer Defensive
27.3K
+ 17.46%
$66.91 - $81.4 $1.83M - $2.22M
184K $14.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
46.6K
+ 68.25%
$79.29 - $84.02 $3.7M - $3.92M
115K $9.63M
SCHX
Schwab Strategic Tr Us Large C

ETFs
57.9K
+ 1268.16%
$61.11 - $67.85 $3.54M - $3.93M
62.5K $4.24M
VO
Vanguard Mid Cap ETF

ETFs
10.8K
+ 23.1%
$237.84 - $263.83 $2.57M - $2.85M
57.6K $15.2M
SUN
Sunoco LP

Energy
71.2K
New
$50.23 - $58.53 $3.58M - $4.17M
71.2K $3.82M
VB
Vanguard Small Cap ETF

ETFs
11.4K
+ 19.86%
$214.77 - $237.72 $2.44M - $2.7M
68.5K $16.3M
IWM
Ishares Russell 2000 ETF

ETFs
11.3K
+ 15.56%
$200.87 - $224.6 $2.26M - $2.53M
83.5K $18.5M
GM
General Motors CO

Consumer Cyclical
81.2K
+ 579.59%
$39.95 - $49.9 $3.24M - $4.05M
95.2K $4.27M
MRK
Merck & Co., Inc.

Healthcare
35K
+ 85.09%
$111.15 - $128.97 $3.89M - $4.51M
76.1K $8.64M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
27.9K
+ 106.64%
$105.53 - $118.34 $2.95M - $3.31M
54.1K $6.33M
JPM
Jpmorgan Chase & CO

Financial Services
13.2K
+ 17.8%
$194.9 - $224.8 $2.56M - $2.96M
87.1K $18.4M
VIG
Vanguard Dividend Appreciation

ETFs
17.6K
+ 117.25%
$182.15 - $182.15 $3.21M - $3.21M
32.7K $5.95M
CBSH
Commerce Bancshares Inc

Financial Services
52.1K
+ 1211.27%
$55.02 - $65.08 $2.87M - $3.39M
56.5K $3.35M
MUB
Ishares National Muni Bond ETF

ETFs
26.6K
+ 28.77%
$106.13 - $108.7 $2.82M - $2.89M
119K $12.9M
VXF
Vanguard Extended Market ETF

ETFs
16.8K
New
$163.98 - $182.92 $2.76M - $3.07M
16.8K $3.06M
SPIB
Spdr Portfolio Intermediate Te

ETFs
87.4K
+ 110.45%
$32.36 - $33.78 $2.83M - $2.95M
167K $5.61M
ITOT
Ishares Core S&P Total U.S. St

ETFs
20.8K
+ 36.19%
$113.41 - $125.62 $2.36M - $2.61M
78.2K $9.82M
CAT
Caterpillar Inc

Industrials
2.43K
+ 7.05%
$316.8 - $391.12 $769K - $950K
36.9K $14.4M
WES
Western Midstream Partners, LP

Energy
76.6K
+ 511.51%
$36.59 - $42.74 $2.8M - $3.27M
91.6K $3.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
43.4K
+ 29.89%
$48.51 - $52.86 $2.1M - $2.29M
188K $9.96M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
49.2K
+ 32.89%
$51.02 - $52.74 $2.51M - $2.59M
199K $10.5M
IEFA
Ishares Tr

ETFs
12.7K
+ 3.84%
$70.09 - $78.74 $892K - $1M
344K $26.8M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
47K
+ 51.92%
$49.07 - $50.44 $2.31M - $2.37M
137K $6.93M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
13.8K
New
$152.9 - $180.39 $2.11M - $2.49M
13.8K $2.41M
SPYG
Spdr Portfolio

ETFs
24.6K
+ 21.55%
$73.38 - $84.1 $1.81M - $2.07M
139K $11.5M
URI
United Rentals, Inc.

Industrials
947
+ 9.76%
$627.41 - $814.1 $594K - $771K
10.7K $8.63M
XLK
Technology Sector Spdr

ETFs
10.2K
+ 49.33%
$197.34 - $237.68 $2.02M - $2.43M
31K $6.99M
PFF
Ishares Trust Ishares Pfd And

ETFs
64.8K
+ 164.16%
$31.18 - $33.5 $2.02M - $2.17M
104K $3.46M
AVGO
Broadcom Inc.

Technology
80.4K
+ 984.98%
$136.27 - $1745.86 $11M - $140M
88.6K $15.3M
WMB
Williams Companies, Inc.

Energy
47.1K
+ 638.08%
$41.24 - $46.22 $1.94M - $2.18M
54.5K $2.49M
HD
Home Depot, Inc.

Consumer Cyclical
2.65K
+ 14.8%
$333.64 - $405.2 $885K - $1.07M
20.6K $8.34M
TSLA
Tesla, Inc.

Consumer Cyclical
2.64K
+ 11.43%
$191.76 - $263.26 $506K - $695K
25.7K $6.74M
Activity Summary
Buys All Purchases 387 New Holdings 71 Increased Positions 316 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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