Summit Financial, LLC Purchases in Q2 2025

Summit Financial, LLC

  • $4.38 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
1.05K
+ 50.6%
$721.65 - $1040.18 $758K - $1.09M
3.13K $3.22M
BOTZ
Global X Fds

ETFs
47.8K
New
$24.51 - $32.65 $1.17M - $1.56M
47.8K $1.56M
MOS
Mosaic CO

Basic Materials
4.91K
+ 3.38%
$22.76 - $36.95 $112K - $181K
150K $5.48M
DIS
Walt Disney CO

Communication Services
5.02K
+ 14.01%
$81.72 - $124.01 $410K - $622K
40.9K $5.07M
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
35.9K
New
$35.86 - $43.98 $1.29M - $1.58M
35.9K $1.52M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15.9K
+ 29.29%
$55.54 - $69.09 $880K - $1.1M
70K $4.83M
IYW
Ishares Dj Us Tech ETF

ETFs
7.88K
+ 270.95%
$122.57 - $173.27 $966K - $1.37M
10.8K $1.87M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
17.4K
+ 38.92%
$59.24 - $71.39 $1.03M - $1.24M
62K $4.42M
EMB
Ishares Tr

ETFs
14.9K
+ 46.43%
$86.54 - $92.62 $1.29M - $1.38M
47K $4.35M
BA
Boeing CO

Industrials
4.13K
+ 31.83%
$136.59 - $217.51 $564K - $897K
17.1K $3.58M
UBER
Uber Technologies, Inc

Technology
6.32K
+ 17.66%
$64.62 - $93.3 $408K - $590K
42.1K $3.93M
WFC
Wells Fargo & Company

Financial Services
13.7K
+ 54.52%
$60.98 - $80.12 $838K - $1.1M
38.9K $3.12M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
33.1K
+ 13.4%
$17.76 - $22.1 $588K - $732K
280K $6.19M
FSK
Fs Kkr Capital Corp

Financial Services
60.3K
New
$17.95 - $21.5 $1.08M - $1.3M
60.3K $1.25M
IWP
Ishares Russell Mid Cap Growth

ETFs
5.96K
+ 31.84%
$104.34 - $138.68 $622K - $827K
24.7K $3.42M
APP
App Lovin Corp

Technology
3.47K
New
$219.37 - $417.89 $762K - $1.45M
3.47K $1.22M
MSTR
Microstrategy Inc

Technology
2.77K
+ 339.51%
$237.95 - $421.61 $658K - $1.17M
3.58K $1.45M
PSI
Invesco Exchange Traded Fd Tr

ETFs
19.7K
New
$39.29 - $60.31 $772K - $1.19M
19.7K $1.18M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
18.9K
New
$51.81 - $61.79 $978K - $1.17M
18.9K $1.17M
ROK
Rockwell Automation, Inc

Industrials
2.64K
+ 67.69%
$218.97 - $332.17 $577K - $876K
6.53K $2.17M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.58K
+ 156.2%
$179.95 - $278.88 $644K - $998K
5.87K $1.64M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
19K
+ 7.36%
$51.68 - $52.76 $981K - $1M
277K $14.6M
MO
Altria Group, Inc.

Consumer Defensive
19.5K
+ 51.45%
$55.56 - $60.91 $1.08M - $1.19M
57.3K $3.36M
PKW
Invesco Exchange Traded Fd Tr

ETFs
8.62K
New
$98.58 - $123.6 $850K - $1.07M
8.62K $1.07M
SKYY
First Trust Cloud Computing Et

ETFs
6.02K
+ 36.14%
$89.46 - $121.64 $539K - $733K
22.7K $2.76M
STX
Seagate Technology Holdings PLC

Technology
7.23K
New
$66.54 - $144.33 $481K - $1.04M
7.23K $1.04M
HON
Honeywell International Inc

Industrials
1.68K
+ 5.66%
$182.86 - $232.88 $308K - $392K
31.4K $7.31M
PANW
Palo Alto Networks Inc

Technology
2.26K
+ 14.67%
$152.44 - $204.64 $345K - $463K
17.7K $3.62M
NTR
Nutrien Ltd.

Basic Materials
2.82K
+ 2.98%
$46.88 - $62.89 $132K - $177K
97.3K $5.67M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.34K
+ 16.46%
$139.8 - $197.22 $326K - $461K
16.5K $3.26M
VFH
Vanguard Financial ETF

ETFs
4.09K
+ 7.14%
$104.87 - $127.3 $429K - $520K
61.4K $7.81M
DE
Deere & CO

Industrials
1.36K
+ 19.69%
$412.99 - $531.48 $563K - $724K
8.29K $4.21M
SHAK
Shake Shack Inc.

Consumer Cyclical
1.79K
+ 13.56%
$75.85 - $140.6 $136K - $251K
15K $2.1M
DAL
Delta Air Lines, Inc.

Industrials
16.3K
+ 80.53%
$35.88 - $52.99 $585K - $864K
36.6K $1.8M
BMI
Badger Meter Inc

Technology
414
+ 2.8%
$170.72 - $254.17 $70.7K - $105K
15.2K $3.72M
MA
Mastercard Inc

Financial Services
1.35K
+ 13.61%
$479.92 - $590.74 $649K - $799K
11.3K $6.34M
SPOT
Spotify Technology S.A.

Communication Services
8
+ 0.2%
$503.3 - $775.9 $4.03K - $6.21K
4.05K $3.11M
URA
Global X Uranium ETF

ETFs
621
+ 1.19%
$20.26 - $38.81 $12.6K - $24.1K
53K $2.06M
IGV
Ishares Expanded Tech Software

ETFs
7.04K
+ 176.93%
$80.15 - $109.5 $564K - $771K
11K $1.21M
SCHA
Schwab Strategic Tr Us Small C

ETFs
28.5K
+ 41.13%
$20.42 - $25.3 $582K - $721K
97.8K $2.47M
WM
Waste Management Inc

Industrials
3.8K
+ 45.43%
$216.47 - $242.1 $823K - $920K
12.2K $2.78M
PEP
Pepsico Inc

Consumer Defensive
10.2K
+ 36.17%
$128.02 - $151.37 $1.31M - $1.55M
38.5K $5.08M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
18.9K
+ 12.39%
$48.13 - $49.85 $911K - $943K
172K $8.42M
PCEF
Invesco Cef Income Composite E

ETFs
41.5K
+ 204.16%
$16.85 - $19.54 $700K - $811K
61.9K $1.21M
SCHR
Schwab Intermediate Term Us Tr

ETFs
28.6K
+ 4.89%
$24.54 - $25.07 $701K - $717K
613K $15.3M
CDNS
Cadence Design Systems Inc

Technology
2.4K
+ 186.47%
$231.64 - $323.08 $555K - $775K
3.68K $1.14M
FXU
First Tr Exchange Traded Fd Ut

ETFs
14.4K
+ 10.25%
$37.86 - $43.29 $545K - $624K
155K $6.57M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
51.1K
New
$12.25 - $15.47 $626K - $790K
51.1K $790K
SNPS
Synopsys Inc

Technology
1.42K
+ 194.52%
$380.9 - $517.66 $541K - $735K
2.15K $1.1M
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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