Summit Financial, LLC Purchases in Q3 2024

Summit Financial, LLC

  • $2.54 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLI
Industrial Sector Spdr

ETFs
9.73K
+ 15.65%
$120.56 - $135.44 $1.17M - $1.32M
71.9K $9.74M
XLU
Utilities Sector Spdr

ETFs
22.4K
+ 127.89%
$67.67 - $80.78 $1.51M - $1.81M
39.8K $3.22M
XLV
Select Sector Spdr Fund Health

ETFs
11.5K
+ 67.06%
$143.3 - $157.24 $1.65M - $1.81M
28.7K $4.42M
V
Visa Inc.

Financial Services
5.05K
+ 15.24%
$253.74 - $291.56 $1.28M - $1.47M
38.2K $10.5M
TIP
Ishares Tr Tips Bd ETF

ETFs
15.5K
+ 118.04%
$105.92 - $110.83 $1.64M - $1.72M
28.6K $3.16M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.03K
+ 9.82%
$434.77 - $502.96 $1.32M - $1.52M
33.9K $16.5M
NEE
Nextera Energy Inc

Utilities
7.86K
+ 11.46%
$69.9 - $84.97 $549K - $668K
76.5K $6.46M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
19.4K
+ 68.54%
$76.94 - $79.54 $1.49M - $1.54M
47.6K $3.78M
ORCL
Oracle Corp

Technology
3.6K
+ 10.85%
$125.9 - $170.35 $454K - $614K
36.8K $6.27M
CEG
Constellation Energy Corp

Utilities
5.77K
+ 428.43%
$167.08 - $262.86 $964K - $1.52M
7.12K $1.85M
IBM
International Business Machines Corp

Technology
4.94K
+ 54.59%
$175.1 - $223.38 $866K - $1.1M
14K $3.1M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
11.7K
+ 293.14%
$112.99 - $126.45 $1.32M - $1.48M
15.7K $1.98M
MELI
Mercadolibre Inc

Consumer Cyclical
280
+ 12.92%
$1591.44 - $2140.1 $446K - $599K
2.45K $5.02M
GLD
Spdr Gold Trust

ETFs
3.16K
+ 12.96%
$215.56 - $246.98 $681K - $780K
27.5K $6.69M
JNJ
Johnson & Johnson

Healthcare
4.94K
+ 12.78%
$145.48 - $167.38 $719K - $827K
43.6K $7.07M
SBUX
Starbucks Corp

Consumer Cyclical
7.42K
+ 22.86%
$72.51 - $98.6 $538K - $732K
39.9K $3.89M
ABBV
Abb Vie Inc.

Healthcare
1.57K
+ 4.08%
$163.84 - $199.33 $257K - $313K
40.1K $7.92M
VGT
Vanguard Information Technolog

ETFs
2.09K
+ 333.92%
$514.43 - $606.85 $1.07M - $1.27M
2.71K $1.59M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.77K
+ 28.43%
$523.84 - $572.02 $929K - $1.01M
8.01K $4.57M
MA
Mastercard Inc

Financial Services
1.57K
+ 19.93%
$429.6 - $500.99 $676K - $789K
9.47K $4.68M
XLF
Financial Sector Spdr

ETFs
21.5K
+ 41.35%
$40.84 - $45.74 $877K - $982K
73.4K $3.33M
XOM
Exxon Mobil Corp

Energy
8.29K
+ 10.44%
$109.72 - $119.0 $909K - $986K
87.6K $10.3M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
21.4K
New
$51.45 - $52.96 $1.1M - $1.14M
21.4K $1.13M
T
At&T Inc.

Communication Services
36.4K
+ 33.36%
$18.21 - $22.28 $663K - $811K
146K $3.2M
IEMG
Ishares Inc

ETFs
20.3K
+ 9.8%
$53.64 - $53.64 $1.09M - $1.09M
228K $12.2M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
22.3K
New
$47.95 - $49.61 $1.07M - $1.11M
22.3K $1.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15.8K
+ 242.89%
$59.93 - $66.52 $944K - $1.05M
22.2K $1.48M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.89K
New
$162.64 - $179.3 $958K - $1.06M
5.89K $1.06M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.28K
+ 0.53%
$41.9 - $48.26 $53.8K - $62K
243K $11.6M
DOV
Dover Corp

Industrials
5.45K
New
$172.5 - $193.03 $939K - $1.05M
5.45K $1.04M
LMT
Lockheed Martin Corp

Industrials
1.05K
+ 30.38%
$460.3 - $584.56 $485K - $616K
4.52K $2.64M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
13.9K
New
$67.43 - $74.23 $936K - $1.03M
13.9K $1.01M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.2K
+ 93.21%
$75.47 - $83.18 $844K - $930K
23.2K $1.93M
KO
Coca Cola CO

Consumer Defensive
3.68K
+ 4.37%
$62.69 - $73.01 $231K - $269K
87.8K $6.31M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
612
+ 25.19%
$1015.62 - $1159.62 $622K - $710K
3.04K $3.5M
VCR
Vanguard Consumer Discretionar

ETFs
2.69K
New
$291.88 - $341.94 $784K - $918K
2.69K $914K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
5.11K
New
$138.85 - $182.81 $710K - $935K
5.11K $907K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.34K
+ 3.7%
$117.9 - $128.2 $276K - $300K
65.5K $8.4M
SPGI
S&P Global Inc.

Financial Services
178
+ 1.56%
$446.32 - $527.38 $79.4K - $93.9K
11.6K $5.99M
SPH
Suburban Propane Partners LP

Utilities
50K
New
$16.66 - $19.3 $833K - $965K
50K $897K
CB
Chubb LTD

Financial Services
1.5K
+ 10.68%
$252.51 - $292.2 $378K - $437K
15.5K $4.47M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.49K
+ 3.56%
$162.83 - $179.16 $242K - $266K
43.3K $7.75M
BX
Blackstone Inc.

Financial Services
4.29K
+ 58.88%
$120.77 - $159.66 $518K - $685K
11.6K $1.77M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
13.5K
New
$57.69 - $64.56 $780K - $873K
13.5K $863K
ABT
Abbott Laboratories

Healthcare
3.29K
+ 7.04%
$100.07 - $118.13 $329K - $388K
50K $5.7M
XLC
Select Sector Spdr Tr Communic

ETFs
9.33K
New
$82.16 - $90.4 $766K - $843K
9.33K $843K
AMGN
Amgen Inc

Healthcare
2.41K
+ 39.29%
$309.38 - $337.38 $746K - $813K
8.55K $2.75M
DIS
Walt Disney CO

Communication Services
8.99K
+ 42.79%
$85.6 - $98.61 $769K - $886K
30K $2.89M
VV
Vanguard Large Cap ETF

ETFs
2.78K
+ 59.48%
$236.92 - $263.4 $659K - $733K
7.46K $1.96M
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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