Summit Financial, LLC Purchases in Q4 2024

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
3.56K
+ 17.28%
$385.02 - $431.37 $1.37M - $1.53M
24.1K $9.39M
IWM
Ishares Russell 2000 ETF

ETFs
4.7K
+ 5.63%
$216.13 - $242.4 $1.02M - $1.14M
88.2K $19.5M
ADP
Automatic Data Processing Inc

Industrials
2.5K
+ 14.85%
$280.08 - $307.97 $701K - $771K
19.3K $5.66M
ENB
Enbridge Inc

Energy
23.1K
New
$40.4 - $43.92 $935K - $1.02M
23.1K $982K
PSLV
Sprott Physical Silver Trust

Financial Services
101K
New
$9.65 - $11.76 $979K - $1.19M
101K $978K
PAA
Plains All American Pipeline LP

Energy
57.2K
New
$16.27 - $18.67 $931K - $1.07M
57.2K $977K
ABT
Abbott Laboratories

Healthcare
8.99K
+ 17.99%
$111.93 - $119.39 $1.01M - $1.07M
58.9K $6.67M
GDV
Gabelli Dividend & Income Trust

Financial Services
40.2K
New
$23.77 - $25.59 $955K - $1.03M
40.2K $970K
APO
Apollo Global Management, Inc.

Financial Services
5.16K
+ 195.71%
$131.36 - $178.61 $677K - $921K
7.79K $1.29M
PM
Philip Morris International Inc.

Consumer Defensive
7.99K
+ 74.39%
$118.38 - $133.06 $946K - $1.06M
18.7K $2.25M
LYB
Lyondell Basell Industries N.V.

Basic Materials
12.6K
New
$72.97 - $96.75 $921K - $1.22M
12.6K $937K
DIS
Walt Disney CO

Communication Services
4.1K
+ 13.68%
$92.39 - $117.6 $379K - $483K
34.1K $3.8M
BX
Blackstone Inc.

Financial Services
3.95K
+ 34.15%
$148.45 - $199.05 $587K - $786K
15.5K $2.68M
NOV
Nov Inc.

Energy
59.8K
New
$14.06 - $16.79 $840K - $1M
59.8K $872K
WBD
Warner Bros. Discovery, Inc.

Communication Services
73.5K
+ 187.57%
$7.33 - $12.37 $538K - $909K
113K $1.2M
VMI
Valmont Industries Inc

Industrials
2.83K
New
$287.0 - $352.14 $812K - $997K
2.83K $867K
KMI
Kinder Morgan, Inc.

Energy
28.4K
+ 258.01%
$22.59 - $28.54 $642K - $811K
39.4K $1.08M
PEP
Pepsico Inc

Consumer Defensive
7.66K
+ 41.52%
$151.29 - $176.1 $1.16M - $1.35M
26.1K $3.97M
ARCC
Ares Capital Corp

Financial Services
37.9K
New
$20.74 - $22.27 $787K - $845K
37.9K $830K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
8.16K
New
$99.2 - $108.47 $809K - $885K
8.16K $812K
JNJ
Johnson & Johnson

Healthcare
10.9K
+ 24.89%
$143.34 - $165.86 $1.56M - $1.8M
54.5K $7.88M
GOLD
Barrick Gold Corp

Basic Materials
51.5K
New
$15.23 - $21.19 $784K - $1.09M
51.5K $797K
DUK
Duke Energy Corp

Utilities
7.96K
+ 98.05%
$105.76 - $120.76 $842K - $961K
16.1K $1.73M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
91.4K
New
$8.36 - $9.06 $764K - $828K
91.4K $769K
ADM
Archer Daniels Midland CO

Consumer Defensive
15K
New
$49.38 - $59.52 $742K - $895K
15K $759K
AEM
Agnico Eagle Mines LTD

Basic Materials
9.58K
New
$75.99 - $88.85 $728K - $851K
9.58K $749K
WY
Weyerhaeuser CO

Real Estate
26.4K
New
$27.21 - $33.7 $719K - $890K
26.4K $743K
GIL
Gildan Activewear Inc.

Consumer Cyclical
15.8K
New
$46.28 - $50.23 $730K - $793K
15.8K $742K
CYBR
Cyber Ark Software Ltd.

Technology
116
+ 0.69%
$274.1 - $333.15 $31.8K - $38.6K
17K $5.66M
ASML
Asml Holding Nv

Technology
1.34K
+ 93.58%
$658.43 - $872.27 $882K - $1.17M
2.77K $1.92M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
19.5K
+ 7.62%
$49.79 - $51.14 $972K - $999K
276K $13.8M
BA
Boeing CO

Industrials
2.63K
+ 25.9%
$138.14 - $180.72 $363K - $475K
12.8K $2.26M
CVS
Cvs Health Corp

Healthcare
20.3K
+ 185.08%
$43.78 - $67.46 $890K - $1.37M
31.3K $1.41M
GLD
Spdr Gold Trust

ETFs
3.03K
+ 10.99%
$236.59 - $257.5 $716K - $779K
30.5K $7.39M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
73.8K
+ 331.62%
$22.01 - $66.82 $1.62M - $4.93M
96K $2.18M
SPIB
Spdr Portfolio Intermediate Te

ETFs
26.1K
+ 15.69%
$32.65 - $33.68 $853K - $880K
193K $6.31M
ITB
Ishares Tr

ETFs
7.32K
+ 255.07%
$103.31 - $129.34 $757K - $947K
10.2K $1.05M
XYL
Xylem Inc.

Industrials
5.82K
New
$116.02 - $137.45 $675K - $800K
5.82K $675K
BKNG
Booking Holdings Inc.

Consumer Cyclical
87
+ 29.0%
$4100.99 - $5300.34 $357K - $461K
387 $1.92M
AEP
American Electric Power CO Inc

Utilities
9.37K
+ 45.97%
$90.91 - $102.21 $852K - $957K
29.7K $2.74M
SCHA
Schwab Strategic Tr Us Small C

ETFs
46.4K
+ 212.43%
$25.33 - $51.16 $1.18M - $2.37M
68.3K $1.77M
VB
Vanguard Small Cap ETF

ETFs
1.79K
+ 2.61%
$233.76 - $261.58 $418K - $467K
70.3K $16.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
136
+ 1.42%
$275.15 - $388.2 $37.4K - $52.8K
9.73K $3.33M
SLV
I Shares Silver Trust

ETFs
25.2K
+ 210.32%
$26.33 - $31.74 $663K - $799K
37.1K $978K
VCIT
Vanguard Intermediate Term Cor

ETFs
12.9K
+ 11.18%
$80.13 - $83.77 $1.03M - $1.08M
128K $10.3M
RY
Royal Bank Of Canada

Financial Services
5.28K
+ 163.26%
$119.72 - $128.02 $632K - $676K
8.52K $1.03M
SUB
Ishares Short Term National Mu

ETFs
5.87K
+ 65.45%
$104.94 - $106.2 $616K - $623K
14.8K $1.56M
DVN
Devon Energy Corp

Energy
20.2K
+ 168.37%
$30.52 - $42.96 $616K - $867K
32.2K $1.05M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
6K
+ 244.0%
$104.5 - $125.64 $627K - $754K
8.46K $883K
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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