Summit Financial, LLC Purchases in Q2 2025

Summit Financial, LLC

  • $4.38 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TM
Toyota Motor Corp

Consumer Cyclical
248
+ 20.89%
$158.63 - $195.39 $39.3K - $48.5K
1.44K $247K
FIS
Fidelity National Information Services, Inc.

Technology
197
+ 6.25%
$68.14 - $82.13 $13.4K - $16.2K
3.35K $272K
LYG
Lloyds Banking Group PLC

Financial Services
5.81K
+ 20.32%
$3.32 - $4.29 $19.3K - $24.9K
34.4K $146K
UL
Unilever PLC

Consumer Defensive
467
+ 9.99%
$57.9 - $65.43 $27K - $30.6K
5.14K $314K
FVD
First Tr Value Line Divid Inde

ETFs
769
+ 5.6%
$40.62 - $45.12 $31.2K - $34.7K
14.5K $647K
SAN
Banco Santander, S.A.

Financial Services
1.79K
+ 13.82%
$5.72 - $8.32 $10.3K - $14.9K
14.8K $122K
MSI
Motorola Solutions, Inc.

Technology
132
+ 9.93%
$394.72 - $440.39 $52.1K - $58.1K
1.46K $614K
VOD
Vodafone Group Public LTD CO

Communication Services
137
+ 0.58%
$8.19 - $10.66 $1.12K - $1.46K
23.6K $251K
ADSK
Autodesk, Inc.

Technology
130
+ 8.4%
N/A
1.68K $412K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
2.45K
+ 23.17%
$22.66 - $26.12 $55.5K - $64K
13K $318K
MDLZ
Mondelez International, Inc.

Consumer Defensive
576
+ 2.8%
$63.54 - $68.5 $36.6K - $39.5K
21.1K $1.43M
IDU
Ishares Tr U S Utils ETF

ETFs
196
+ 6.75%
$93.98 - $106.11 $18.4K - $20.8K
3.1K $324K
VLO
Valero Energy Corp

Energy
186
+ 10.26%
$104.69 - $141.77 $19.5K - $26.4K
2K $268K
GGG
Graco Inc

Industrials
255
+ 9.89%
$74.02 - $87.26 $18.9K - $22.3K
2.83K $243K
ALL
Allstate Corp

Financial Services
210
+ 7.37%
$180.53 - $212.64 $37.9K - $44.7K
3.06K $616K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
445
+ 4.13%
$35.3 - $37.51 $15.7K - $16.7K
11.2K $421K
JKHY
Henry Jack & Associates Inc

Technology
194
+ 4.25%
$163.54 - $186.02 $31.7K - $36.1K
4.76K $858K
XEL
Xcel Energy Inc

Utilities
599
+ 8.31%
$65.65 - $72.39 $39.3K - $43.4K
7.81K $531K
BURL
Burlington Stores, Inc.

Consumer Cyclical
118
+ 11.23%
$215.78 - $270.12 $25.5K - $31.9K
1.17K $271K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
538
+ 8.91%
$42.44 - $49.08 $22.8K - $26.4K
6.58K $314K
CTSH
Cognizant Technology Solutions Corp

Technology
166
+ 5.09%
$66.47 - $81.81 $11K - $13.6K
3.43K $267K
HIW
Highwoods Properties, Inc.

Real Estate
215
+ 2.88%
$25.31 - $31.85 $5.44K - $6.85K
7.69K $239K
ABC
Amerisourcebergen Corp

Healthcare
81
+ 4.98%
N/A
1.71K $316K
UYG
Proshares Ultra Financials

ETFs
5
+ 0.21%
$68.55 - $95.55 $343 - $478
2.33K $222K
PTEN
Patterson Uti Energy Inc

Energy
8.48K
+ 55.34%
$5.46 - $8.56 $46.3K - $72.6K
23.8K $141K
TMUS
T Mobile Us, Inc.

Communication Services
656
+ 13.12%
$220.99 - $268.54 $145K - $176K
5.66K $1.35M
TVC
Tennessee Valley Authority

ETFs
1.23K
+ 3.06%
$23.39 - $23.74 $28.7K - $29.1K
41.4K $967K
ATO
Atmos Energy Corp

Utilities
93
+ 4.8%
$145.06 - $162.66 $13.5K - $15.1K
2.03K $313K
BR
Broadridge Financial Solutions, Inc.

Technology
42
+ 0.73%
$217.22 - $246.25 $9.12K - $10.3K
5.79K $1.41M
SUB
Ishares Short Term National Mu

ETFs
26
+ 0.21%
$104.77 - $106.34 $2.72K - $2.76K
12.7K $1.35M
FDX
Fedex Corp

Industrials
315
+ 8.71%
$198.07 - $245.17 $62.4K - $77.2K
3.93K $893K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
216
+ 1.54%
$50.1 - $51.02 $10.8K - $11K
14.2K $726K
WEC
Wec Energy Group, Inc.

Utilities
545
+ 5.49%
$102.24 - $109.76 $55.7K - $59.8K
10.5K $1.09M
ISCV
Ishares Morningstar Small Cap

ETFs
4
+ 0.11%
$51.37 - $61.54 $205 - $246
3.68K $225K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
15
+ 0.5%
$65.1 - $75.98 $976 - $1.14K
3.03K $230K
ED
Consolidated Edison Inc

Utilities
363
+ 12.68%
$98.05 - $113.3 $35.6K - $41.1K
3.23K $323K
AIG
American International Group, Inc.

Financial Services
155
+ 3.21%
$77.56 - $87.72 $12K - $13.6K
4.99K $426K
NI
Nisource Inc.

Utilities
101
+ 1.5%
$37.11 - $40.64 $3.75K - $4.1K
6.83K $275K
VLY
Valley National Bancorp

Financial Services
280
+ 1.51%
$7.87 - $9.2 $2.2K - $2.58K
18.8K $168K
SPTS
Spdr Portfolio Short Term Trea

ETFs
125
+ 0.95%
$29.07 - $29.38 $3.63K - $3.67K
13.3K $389K
CBSH
Commerce Bancshares Inc

Financial Services
76
+ 0.13%
$55.42 - $65.63 $4.21K - $4.99K
58.8K $3.66M
Canadian Pacific Kansas City Limited
420
+ 6.26%
N/A
7.13K $0
The Beachbody Company, Inc.
17K
New
N/A
17K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.23%
N/A
2.99K $0
Te Connectivity Public Limited Company
112
+ 6.66%
N/A
1.79K $0
Barrick Mining Corporation
67.4K
New
N/A
67.4K $0
Lineage, Inc.
12.5K
+ 100.14%
N/A
25K $0
TVE
Tennessee Vy Auth
1.35K
+ 2.83%
N/A
48.9K $0
CRH.L
Crh PLC

Basic Materials
141
+ 0.73%
N/A
19.6K $0
Activity Summary
Buys All Purchases 555 New Holdings 132 Increased Positions 423 Sells All Sells 238 Reductions 238 Sold out 0 Options Calls 0 Puts 0
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