Summit Financial, LLC Purchases in Q2 2025

Summit Financial, LLC

  • $4.38 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
1.67K
+ 4.12%
$308.27 - $373.31 $515K - $623K
42.1K $15M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.91K
+ 51.02%
$272.36 - $339.57 $520K - $648K
5.65K $1.92M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7.09K
+ 17.82%
$81.46 - $94.63 $578K - $671K
46.9K $4.44M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
9.13K
New
$70.7 - $82.14 $645K - $750K
9.13K $749K
HTGC
Hercules Capital, Inc.

Financial Services
40.8K
New
$16.24 - $19.1 $663K - $780K
40.8K $746K
ISRG
Intuitive Surgical Inc

Healthcare
636
+ 7.76%
$451.58 - $565.94 $287K - $360K
8.84K $4.8M
AEM
Agnico Eagle Mines LTD

Basic Materials
5.24K
+ 47.67%
$99.48 - $124.46 $522K - $653K
16.2K $1.93M
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
64.7K
New
$10.82 - $11.98 $700K - $775K
64.7K $728K
IGM
Ishares Expanded Tech Sector E

ETFs
6.45K
New
$79.8 - $112.34 $514K - $724K
6.45K $724K
KBH
Kb Home

Consumer Cyclical
15.4K
+ 82.52%
$50.15 - $58.93 $772K - $908K
34.1K $1.8M
XLE
Energy Sector Spdr

ETFs
16.8K
+ 20.48%
$76.44 - $94.13 $1.29M - $1.58M
99K $8.4M
ILF
Ishares Latin America 40 ETF

ETFs
27.1K
New
$21.35 - $26.21 $579K - $711K
27.1K $711K
FXR
First Trust Industrials/Produc

ETFs
3.54K
+ 3.65%
$60.85 - $74.22 $215K - $263K
100K $7.45M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
64.6K
+ 68.68%
$9.25 - $10.26 $598K - $663K
159K $1.63M
IRM
Iron Mountain Inc

Real Estate
5.7K
+ 92.3%
$76.93 - $105.25 $439K - $600K
11.9K $1.22M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
12.9K
+ 2.57%
$45.12 - $46.23 $583K - $597K
515K $23.8M
XLY
Select Sector Spdr Consumer Di

ETFs
1.45K
+ 8.21%
$176.34 - $218.59 $256K - $317K
19.1K $4.16M
DUK
Duke Energy Corp

Utilities
6.06K
+ 50.18%
$112.46 - $124.05 $681K - $751K
18.1K $2.14M
VIG
Vanguard Dividend Appreciation

ETFs
3.61K
+ 11.09%
N/A
36.1K $6.58M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
603
+ 6.39%
$468.22 - $566.51 $282K - $342K
10K $5.69M
EMR
Emerson Electric CO

Industrials
1.24K
+ 6.03%
$94.15 - $133.33 $116K - $165K
21.8K $2.9M
FIW
First Trust Water ETF

ETFs
4.91K
+ 29.37%
$90.26 - $108.05 $443K - $530K
21.6K $2.33M
LLY
Eli Lilly & CO

Healthcare
1.57K
+ 12.6%
$713.71 - $898.95 $1.12M - $1.41M
14.1K $11M
IBB
Ishares Biotechnology ETF

ETFs
5.16K
+ 111.39%
$112.02 - $129.0 $578K - $666K
9.8K $1.24M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5.18K
+ 270.55%
$103.88 - $123.68 $538K - $641K
7.1K $876K
THW
Tekla World Healthcare Fund

Financial Services
62.8K
New
$10.05 - $11.31 $631K - $710K
62.8K $644K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
6.42K
+ 166.02%
$60.61 - $87.72 $389K - $563K
10.3K $871K
IXN
Ishares Global Information Tec

ETFs
6.67K
New
$65.81 - $92.34 $439K - $616K
6.67K $615K
XOM
Exxon Mobil Corp

Energy
19K
+ 14.67%
$99.93 - $119.04 $1.9M - $2.26M
148K $16M
CAG
Conagra Brands Inc.

Consumer Defensive
29.5K
New
$20.4 - $26.78 $602K - $790K
29.5K $603K
DOCU
Docusign, Inc.

Technology
7.7K
New
$70.35 - $93.84 $542K - $723K
7.7K $600K
VALE
Vale S.A.

Basic Materials
62.3K
+ 239.29%
$8.26 - $10.1 $515K - $629K
88.3K $857K
INDY
Ishares India 50 ETF

ETFs
2.57K
+ 2.03%
$48.44 - $54.73 $124K - $140K
129K $7.02M
FCG
First Tr Exchange Traded Fd

ETFs
25.7K
New
$19.37 - $25.23 $497K - $648K
25.7K $593K
TPL
Texas Pacific Land Corp

Energy
560
New
$1036.28 - $1430.55 $580K - $801K
560 $591K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
41.9K
New
$11.53 - $13.87 $483K - $582K
41.9K $581K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
23.7K
New
$18.53 - $24.21 $440K - $574K
23.7K $574K
SO
Southern CO

Utilities
6.28K
+ 7.82%
$84.91 - $92.56 $533K - $581K
86.5K $7.94M
DELL
Dell Technologies Inc.

Technology
2.98K
+ 46.42%
$71.63 - $125.98 $213K - $375K
9.39K $1.15M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
3.05K
+ 3.66%
$75.06 - $87.96 $229K - $268K
86.2K $7.58M
PAYX
Paychex Inc

Industrials
4.24K
+ 63.74%
$137.01 - $159.78 $581K - $677K
10.9K $1.58M
GNR
Spdr S&P Global Natural Resour

ETFs
8.91K
+ 12.97%
$45.66 - $55.03 $407K - $490K
77.6K $4.21M
ARCC
Ares Capital Corp

Financial Services
25.3K
+ 65.87%
$18.91 - $22.43 $478K - $567K
63.7K $1.4M
SPGI
S&P Global Inc.

Financial Services
619
+ 5.47%
$438.31 - $527.29 $271K - $326K
11.9K $6.3M
BSX
Boston Scientific Corp

Healthcare
3.22K
+ 10.93%
$89.7 - $107.41 $289K - $346K
32.7K $3.51M
SCHW
Schwab Charles Corp

Financial Services
979
+ 2.83%
$69.06 - $91.24 $67.6K - $89.3K
35.6K $3.25M
NSC
Norfolk Southern Corp

Industrials
1.97K
+ 110.45%
$206.34 - $257.46 $406K - $506K
3.75K $958K
URI
United Rentals, Inc.

Industrials
29
+ 0.71%
$551.94 - $753.4 $16K - $21.8K
4.09K $3.08M
STZ
Constellation Brands, Inc.

Consumer Defensive
3.42K
+ 277.02%
$160.0 - $195.62 $548K - $670K
4.66K $758K
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
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email