Summit Financial, LLC Purchases in Q4 2024

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLB
Select Sector Spdr Fd Material

ETFs
90
+ 1.2%
$83.8 - $97.58 $7.54K - $8.78K
7.61K $640K
INTC
Intel Corp

Technology
4.06K
+ 8.3%
$19.07 - $26.23 $77.3K - $106K
52.9K $1.06M
CBOE
Cboe Global Markets, Inc.

Financial Services
48
+ 0.44%
$191.61 - $217.84 $9.2K - $10.5K
10.9K $2.13M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
413
+ 7.05%
$82.28 - $117.52 $34K - $48.5K
6.28K $532K
MCHP
Microchip Technology Inc

Technology
349
+ 6.95%
$55.51 - $79.05 $19.4K - $27.6K
5.37K $308K
CL
Colgate Palmolive CO

Consumer Defensive
807
+ 6.06%
$90.22 - $102.31 $72.8K - $82.6K
14.1K $1.28M
DOW
Dow Inc.

Basic Materials
1.79K
+ 15.07%
$39.1 - $55.34 $69.8K - $98.8K
13.6K $547K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.47K
+ 2.5%
$23.11 - $25.17 $34K - $37K
60.4K $1.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.78K
+ 2.91%
$38.37 - $42.82 $68.2K - $76.1K
62.9K $2.41M
LEN
Lennar Corp

Consumer Cyclical
168
+ 6.39%
$136.2 - $188.96 $22.9K - $31.7K
2.8K $381K
WPM
Wheaton Precious Metals Corp.

Basic Materials
27.4K
+ 7.97%
$56.08 - $68.53 $1.54M - $1.88M
372K $20.9M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.56K
+ 12.63%
$59.25 - $72.99 $151K - $187K
22.8K $1.36M
ORCL
Oracle Corp

Technology
7
+ 0.02%
$165.41 - $192.43 $1.16K - $1.35K
36.8K $6.14M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.42K
+ 1.36%
$31.23 - $33.51 $44.2K - $47.4K
106K $3.32M
AFL
Aflac Inc

Financial Services
123
+ 0.64%
$100.37 - $115.27 $12.3K - $14.2K
19.3K $1.99M
AWK
American Water Works Company, Inc.

Utilities
92
+ 1.1%
$123.83 - $146.07 $11.4K - $13.4K
8.44K $1.05M
AMAT
Applied Materials Inc

Technology
2.13K
+ 16.0%
$161.44 - $213.89 $344K - $456K
15.4K $2.51M
INDA
Ishares Msci India Index Fund

ETFs
527
+ 1.49%
$52.64 - $58.16 $27.7K - $30.7K
35.9K $1.89M
UBER
Uber Technologies, Inc

Technology
2.08K
+ 10.03%
$59.93 - $86.34 $124K - $179K
22.8K $1.37M
XLI
Industrial Sector Spdr

ETFs
531
+ 0.74%
$131.76 - $143.99 $70K - $76.5K
72.5K $9.55M
MELI
Mercadolibre Inc

Consumer Cyclical
383
+ 15.65%
$1666.0 - $2117.3 $638K - $811K
2.83K $4.81M
KO
Coca Cola CO

Consumer Defensive
10K
+ 11.4%
$61.74 - $71.71 $618K - $717K
97.8K $6.09M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.48K
+ 2.39%
$106.56 - $113.11 $158K - $168K
63.4K $6.77M
UNP
Union Pacific Corp

Industrials
251
+ 1.48%
$223.15 - $249.32 $56K - $62.6K
17.2K $3.91M
ADI
Analog Devices Inc

Technology
208
+ 1.16%
$206.35 - $236.48 $42.9K - $49.2K
18.2K $3.87M
LMT
Lockheed Martin Corp

Industrials
344
+ 7.61%
$479.66 - $614.62 $165K - $211K
4.86K $2.36M
FANG
Diamondback Energy, Inc.

Energy
1.26K
+ 1.89%
$153.06 - $199.5 $193K - $251K
67.8K $11.1M
KBH
Kb Home

Consumer Cyclical
86
+ 0.46%
$65.58 - $85.3 $5.64K - $7.34K
18.6K $1.22M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.7K
+ 5.22%
$44.04 - $49.49 $559K - $628K
256K $11.3M
IXUS
Ishares Tr

ETFs
931
+ 1.26%
$65.95 - $72.56 $61.4K - $67.6K
74.9K $4.95M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.47K
+ 1.91%
$96.64 - $101.23 $335K - $351K
185K $17.9M
NEE
Nextera Energy Inc

Utilities
7.08K
+ 9.26%
$69.77 - $85.43 $494K - $605K
83.5K $5.99M
GNR
Spdr S&P Global Natural Resour

ETFs
731
+ 1.11%
$48.67 - $58.43 $35.6K - $42.7K
66.5K $3.31M
FCX
Freeport Mcmoran Inc

Basic Materials
2.04K
+ 4.19%
$38.08 - $50.82 $77.6K - $104K
50.7K $1.93M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.11K
+ 1.2%
$160.89 - $176.18 $339K - $371K
177K $28.6M
CAT
Caterpillar Inc

Industrials
853
+ 2.31%
$360.37 - $416.88 $307K - $356K
37.7K $13.7M
AMD
Advanced Micro Devices Inc

Technology
3.59K
+ 11.14%
$118.88 - $172.8 $427K - $621K
35.9K $4.33M
VEA
Vanguard Ftse Developed Market

ETFs
26.4K
+ 5.44%
$47.57 - $52.44 $1.26M - $1.39M
513K $24.5M
UNH
Unitedhealth Group Inc

Healthcare
1.2K
+ 5.1%
$485.52 - $625.25 $583K - $751K
24.7K $12.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
130K
+ 4.03%
$57.29 - $63.1 $7.45M - $8.21M
3.36M $193M
Activity Summary
Buys All Purchases 491 New Holdings 122 Increased Positions 369 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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