Summit Financial, LLC Purchases in Q1 2025

Summit Financial, LLC

  • $3.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
17K
+ 27.23%
$251.87 - $277.95 $4.29M - $4.73M
79.6K $20.6M
ABBV
Abb Vie Inc.

Healthcare
11.7K
+ 24.51%
$169.2 - $216.66 $1.98M - $2.54M
59.4K $12.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.6K
+ 13.58%
$507.05 - $563.67 $5.86M - $6.51M
96.6K $49.7M
BRO
Brown & Brown, Inc.

Financial Services
28.4K
+ 404.13%
$100.54 - $124.4 $2.85M - $3.53M
35.4K $4.41M
GOOG
Alphabet Inc.

Communication Services
32.2K
+ 65.59%
$156.06 - $207.71 $5.03M - $6.69M
81.3K $12.7M
ROP
Roper Technologies Inc

Industrials
5.56K
+ 1020.18%
$502.71 - $593.81 $2.8M - $3.3M
6.11K $3.6M
VGT
Vanguard Information Technolog

ETFs
6.42K
+ 214.53%
$542.38 - $646.34 $3.48M - $4.15M
9.41K $5.11M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
15.1K
+ 73.94%
$254.58 - $302.92 $3.85M - $4.58M
35.6K $9.1M
RNR
Renaissancere Holdings LTD

Financial Services
13K
New
$226.55 - $263.22 $2.96M - $3.43M
13K $3.13M
SCHX
Schwab Strategic Tr Us Large C

ETFs
151K
+ 56.16%
$21.75 - $24.28 $3.29M - $3.68M
421K $9.3M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
129K
+ 733.04%
$21.93 - $23.2 $2.82M - $2.99M
146K $3.35M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
44.6K
New
$65.27 - $71.18 $2.91M - $3.18M
44.6K $2.96M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
141K
+ 147.36%
$21.23 - $23.75 $3M - $3.36M
237K $5.11M
BMI
Badger Meter Inc

Technology
14.8K
New
$189.49 - $221.51 $2.8M - $3.27M
14.8K $2.81M
CORP
Pimco Investment Grade Corp Bd

ETFs
28.5K
New
$93.89 - $97.32 $2.68M - $2.77M
28.5K $2.76M
SCHC
Schwab Strategic Tr Intl Small

ETFs
76.8K
New
$33.57 - $37.22 $2.58M - $2.86M
76.8K $2.76M
AFL
Aflac Inc

Financial Services
23.2K
+ 120.29%
$100.99 - $111.19 $2.34M - $2.58M
42.4K $4.72M
SO
Southern CO

Utilities
22.5K
+ 39.1%
$80.96 - $92.96 $1.83M - $2.1M
80.2K $7.38M
XLRE
Select Sector Spdr Tr Real Est

ETFs
57.5K
+ 262.01%
$39.18 - $43.52 $2.25M - $2.5M
79.4K $3.32M
WST
West Pharmaceutical Services Inc

Healthcare
10.8K
New
$199.11 - $347.87 $2.16M - $3.77M
10.8K $2.43M
VNQ
Vanguard Specialized Funds Van

ETFs
26.5K
+ 225.02%
$85.55 - $94.34 $2.27M - $2.5M
38.3K $3.47M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
77.6K
+ 24.91%
$27.01 - $28.54 $2.1M - $2.22M
389K $10.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
21.4K
+ 56.88%
$165.25 - $224.62 $3.53M - $4.8M
59K $9.79M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5.72K
+ 78.74%
$408.78 - $448.82 $2.34M - $2.57M
13K $5.45M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
45.1K
+ 17.64%
$42.5 - $46.71 $1.92M - $2.11M
301K $13.6M
CRM
Salesforce, Inc.

Technology
13.2K
+ 70.35%
$268.36 - $359.95 $3.53M - $4.74M
31.9K $8.55M
CSL
Carlisle Companies Inc

Industrials
6.61K
New
$326.43 - $408.24 $2.16M - $2.7M
6.61K $2.25M
VZ
Verizon Communications Inc

Communication Services
41.1K
+ 59.16%
$37.81 - $46.49 $1.56M - $1.91M
111K $5.02M
XOM
Exxon Mobil Corp

Energy
7.07K
+ 5.78%
$105.44 - $118.93 $745K - $841K
129K $15.4M
SWK
Stanley Black & Decker, Inc.

Industrials
28.8K
New
$76.43 - $90.41 $2.2M - $2.6M
28.8K $2.21M
PB
Prosperity Bancshares Inc

Financial Services
30.6K
New
$69.3 - $80.69 $2.12M - $2.47M
30.6K $2.18M
MSA
Msa Safety Inc

Industrials
14.7K
+ 1180.27%
$146.69 - $166.47 $2.16M - $2.45M
16K $2.34M
XLK
Technology Sector Spdr

ETFs
13.5K
+ 51.81%
$206.38 - $242.18 $2.79M - $3.27M
39.6K $8.17M
KO
Coca Cola CO

Consumer Defensive
16.3K
+ 16.67%
$60.81 - $72.32 $991K - $1.18M
114K $8.17M
ABT
Abbott Laboratories

Healthcare
6.9K
+ 11.71%
$111.1 - $140.22 $766K - $967K
65.8K $8.73M
WMT
Walmart Inc.

Consumer Defensive
28.2K
+ 14.62%
$84.5 - $105.05 $2.39M - $2.97M
221K $19.4M
JNJ
Johnson & Johnson

Healthcare
4.75K
+ 8.73%
$142.06 - $167.7 $675K - $797K
59.2K $9.82M
HEZU
Ishares Currency Hedged Msci E

ETFs
46.7K
New
$35.85 - $40.72 $1.67M - $1.9M
46.7K $1.82M
CVX
Chevron Corp

Energy
6.92K
+ 23.73%
$146.71 - $167.97 $1.02M - $1.16M
36.1K $6.04M
XLF
Financial Sector Spdr

ETFs
33K
+ 31.91%
$47.32 - $52.19 $1.56M - $1.72M
136K $6.79M
XLE
Energy Sector Spdr

ETFs
13.4K
+ 19.43%
$85.7 - $93.96 $1.15M - $1.26M
82.2K $7.68M
DRIV
Global X Fds Global X Autonomo

ETFs
82.3K
New
$21.14 - $24.23 $1.74M - $1.99M
82.3K $1.74M
EMB
Ishares Tr

ETFs
18.9K
+ 143.01%
$88.64 - $92.03 $1.67M - $1.74M
32.1K $2.91M
NFLX
Netflix Inc

Communication Services
952
+ 5.04%
$828.4 - $1058.6 $789K - $1.01M
19.8K $18.5M
HYLS
First Tr Tactical High Yield L

ETFs
39.9K
New
$40.95 - $41.77 $1.63M - $1.67M
39.9K $1.64M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
59K
New
$26.9 - $27.93 $1.59M - $1.65M
59K $1.61M
CSCO
Cisco Systems, Inc.

Technology
21.3K
+ 25.87%
$58.74 - $64.87 $1.25M - $1.38M
104K $6.39M
GS
Goldman Sachs Group Inc

Financial Services
2.91K
+ 95.73%
$524.81 - $672.19 $1.53M - $1.96M
5.95K $3.25M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
25.6K
+ 11.0%
$51.52 - $52.37 $1.32M - $1.34M
258K $13.5M
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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