Summit Financial, LLC Purchases in Q1 2025

Summit Financial, LLC

  • $3.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNV
Franco Nevada Corp

Basic Materials
2.7K
New
$120.72 - $157.56 $326K - $425K
2.7K $425K
SBUX
Starbucks Corp

Consumer Cyclical
1.8K
+ 5.1%
$91.75 - $115.81 $165K - $209K
37.1K $3.64M
FNDE
Schwab Fundamental Emerging Mk

ETFs
13.6K
New
$28.11 - $32.0 $383K - $436K
13.6K $419K
FEX
First Tr Large Cap Core Alphde

ETFs
4.23K
+ 49.92%
$99.27 - $109.89 $420K - $465K
12.7K $1.3M
UNP
Union Pacific Corp

Industrials
1.16K
+ 6.79%
$225.21 - $254.42 $262K - $296K
18.3K $4.33M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.09K
+ 18.12%
$102.49 - $119.96 $932K - $1.09M
59.3K $6.2M
EPD
Enterprise Products Partners L.P.

Energy
514
+ 0.36%
$31.75 - $34.14 $16.3K - $17.5K
143K $4.88M
APO
Apollo Global Management, Inc.

Financial Services
4.62K
+ 59.32%
$126.01 - $172.06 $582K - $795K
12.4K $1.7M
RIGS
Riverfront Strategic Income Fd

ETFs
17.7K
New
$22.48 - $23.24 $397K - $410K
17.7K $407K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
14.2K
New
$28.25 - $29.85 $402K - $425K
14.2K $406K
MCK
Mckesson Corp

Healthcare
390
+ 28.95%
$566.21 - $672.99 $221K - $262K
1.74K $1.17M
SOXX
Ishares Semiconductor ETF

ETFs
2.08K
New
$188.17 - $235.81 $390K - $489K
2.08K $390K
DE
Deere & CO

Industrials
172
+ 2.55%
$408.57 - $509.27 $70.3K - $87.6K
6.92K $3.25M
CMS
Cms Energy Corp

Utilities
4.26K
+ 52.03%
$64.99 - $75.11 $277K - $320K
12.4K $934K
IJS
Ishares S&P Smallcap 600 Value

ETFs
6.16K
+ 32.3%
$96.3 - $112.23 $593K - $692K
25.2K $2.46M
SPTS
Spdr Portfolio Short Term Trea

ETFs
13.2K
New
$28.92 - $29.24 $381K - $386K
13.2K $385K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
7.16K
New
$50.82 - $52.7 $364K - $377K
7.16K $375K
MOS
Mosaic CO

Basic Materials
330
+ 0.23%
$23.08 - $28.8 $7.62K - $9.5K
145K $3.93M
IGV
Ishares Expanded Tech Software

ETFs
3.98K
New
$88.3 - $107.83 $351K - $429K
3.98K $354K
PHYS
Sprott Physical Gold Trust

Financial Services
8.94K
+ 25.76%
$20.25 - $24.06 $181K - $215K
43.7K $1.05M
BMY
Bristol Myers Squibb CO

Healthcare
4.65K
+ 32.66%
$53.9 - $63.11 $251K - $293K
18.9K $1.15M
GNR
Spdr S&P Global Natural Resour

ETFs
2.14K
+ 3.21%
$50.12 - $54.48 $107K - $116K
68.7K $3.66M
UPS
United Parcel Service Inc

Industrials
6.64K
+ 27.7%
$109.66 - $136.26 $729K - $905K
30.6K $3.37M
BSX
Boston Scientific Corp

Healthcare
12
+ 0.04%
$89.38 - $106.18 $1.07K - $1.27K
29.5K $2.98M
CORT
Corcept Therapeutics Inc

Healthcare
3K
New
$49.85 - $114.22 $150K - $343K
3K $342K
CBOE
Cboe Global Markets, Inc.

Financial Services
8
+ 0.07%
$190.84 - $226.29 $1.53K - $1.81K
10.9K $2.47M
LNG
Cheniere Energy, Inc.

Energy
571
+ 4.58%
$209.32 - $253.66 $120K - $145K
13K $3.02M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.68K
New
$196.12 - $229.48 $330K - $386K
1.68K $339K
CI
Cigna Corp

Healthcare
674
+ 32.03%
$274.49 - $329.0 $185K - $222K
2.78K $913K
KLAC
Kla Corp

Technology
457
+ 100.44%
$636.62 - $777.63 $291K - $355K
912 $619K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.86K
+ 121.78%
$78.97 - $85.82 $305K - $332K
7.04K $583K
VOX
Vanguard Communication Service

ETFs
2.33K
+ 88.86%
$147.73 - $169.24 $344K - $394K
4.95K $734K
ACGL
Arch Capital Group Ltd.

Financial Services
3.4K
New
$88.13 - $96.94 $300K - $329K
3.4K $326K
PRU
Prudential Financial Inc

Financial Services
3.15K
+ 65.67%
$105.04 - $122.33 $331K - $385K
7.95K $887K
GE
General Electric CO

Industrials
39
+ 0.42%
$168.59 - $212.13 $6.58K - $8.27K
9.32K $1.87M
KKR
Kkr & Co. Inc.

Financial Services
5.45K
+ 56.49%
$108.17 - $167.07 $590K - $911K
15.1K $1.75M
ED
Consolidated Edison Inc

Utilities
2.86K
New
$88.0 - $110.59 $252K - $317K
2.86K $316K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.1K
+ 76.86%
$50.87 - $51.09 $310K - $312K
14K $716K
MO
Altria Group, Inc.

Consumer Defensive
363
+ 0.97%
$50.81 - $60.02 $18.4K - $21.8K
37.9K $2.27M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.37K
+ 38.96%
$92.45 - $106.69 $404K - $466K
15.6K $1.45M
PFE
Pfizer Inc

Healthcare
15.6K
+ 19.94%
$25.01 - $27.13 $390K - $423K
93.7K $2.38M
DXCM
Dexcom Inc

Healthcare
4.4K
New
$67.74 - $90.75 $298K - $400K
4.4K $300K
SGOL
Abrdn Gold ETF Trust

ETFs
10K
New
$25.14 - $29.82 $252K - $299K
10K $299K
TROW
Price T Rowe Group Inc

Financial Services
4.17K
+ 100.26%
$91.57 - $116.93 $381K - $487K
8.32K $764K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
6.04K
New
$47.27 - $50.52 $286K - $305K
6.04K $294K
RF
Regions Financial Corp

Financial Services
18.1K
+ 31.6%
$20.84 - $24.77 $377K - $448K
75.4K $1.64M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.28K
+ 3.68%
$73.78 - $76.59 $168K - $175K
64.3K $4.92M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
10.6K
New
$25.93 - $29.28 $274K - $310K
10.6K $287K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.76K
New
$97.25 - $104.79 $269K - $289K
2.76K $286K
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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