Summit Financial, LLC Purchases in Q2 2025

Summit Financial, LLC

  • $4.38 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
2.16K
+ 8.79%
$86.13 - $108.53 $186K - $235K
26.7K $2.9M
PFE
Pfizer Inc

Healthcare
25.8K
+ 27.5%
$21.59 - $24.84 $556K - $640K
119K $2.9M
GDV
Gabelli Dividend & Income Trust

Financial Services
16.7K
+ 38.29%
$21.11 - $26.01 $353K - $435K
60.4K $1.57M
QCOM
Qualcomm Inc

Technology
2.49K
+ 12.55%
$124.66 - $159.48 $310K - $397K
22.3K $3.55M
ARKW
Ark Next Generation Internet E

ETFs
1.04K
+ 15.57%
$82.77 - $147.9 $86.2K - $154K
7.73K $1.14M
FCX
Freeport Mcmoran Inc

Basic Materials
5.23K
+ 10.22%
$29.15 - $44.46 $152K - $232K
56.4K $2.44M
SLV
I Shares Silver Trust

ETFs
13.3K
+ 35.55%
$27.08 - $33.74 $361K - $449K
50.8K $1.67M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
29.2K
+ 170.05%
$17.7 - $20.39 $518K - $596K
46.4K $854K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
57.1K
New
$7.19 - $8.75 $411K - $500K
57.1K $499K
CVX
Chevron Corp

Energy
9.55K
+ 26.48%
$133.73 - $168.51 $1.28M - $1.61M
45.6K $6.53M
NKE
Nike, Inc.

Consumer Cyclical
5.19K
+ 30.68%
$53.27 - $72.04 $277K - $374K
22.1K $1.57M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.25K
+ 22.14%
$149.56 - $212.83 $187K - $267K
6.91K $1.47M
MTB
M&T Bank Corp

Financial Services
2.48K
New
$156.58 - $193.99 $388K - $480K
2.48K $480K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
6.53K
+ 2.17%
$36.2 - $38.97 $236K - $255K
308K $12M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
15.8K
New
$24.38 - $30.18 $386K - $478K
15.8K $477K
VZ
Verizon Communications Inc

Communication Services
16.2K
+ 14.66%
$41.67 - $45.62 $676K - $740K
127K $5.49M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
18.7K
New
$20.31 - $24.1 $381K - $452K
18.7K $451K
BAX
Baxter International Inc

Healthcare
14.8K
New
$27.8 - $34.02 $411K - $503K
14.8K $448K
BNDX
Vanguard Total International B

ETFs
8.71K
+ 86.59%
$48.77 - $49.55 $425K - $432K
18.8K $929K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
2.34K
+ 4.27%
$48.22 - $60.41 $113K - $141K
57K $3.41M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
15.9K
New
$22.63 - $26.95 $360K - $429K
15.9K $429K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.54K
New
$144.63 - $179.53 $367K - $455K
2.54K $417K
CSQ
Calamos Strategic Total Return Fund

Financial Services
22.8K
New
$13.86 - $18.24 $316K - $416K
22.8K $416K
AMGN
Amgen Inc

Healthcare
2.77K
+ 25.06%
$262.28 - $309.85 $727K - $859K
13.8K $3.86M
KO
Coca Cola CO

Consumer Defensive
7.27K
+ 6.37%
$68.37 - $73.9 $497K - $537K
121K $8.58M
MSA
Msa Safety Inc

Industrials
484
+ 3.03%
$130.21 - $169.16 $63K - $81.9K
16.4K $2.76M
CCL
Carnival Corp

Consumer Cyclical
3.62K
+ 10.0%
$16.43 - $28.12 $59.4K - $102K
39.8K $1.12M
GILD
Gilead Sciences, Inc.

Healthcare
3.91K
+ 18.73%
$96.91 - $113.0 $379K - $442K
24.8K $2.75M
SOXL
Direxion Daily Semiconductor B

ETFs
16.3K
New
$8.25 - $25.2 $134K - $410K
16.3K $408K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9.38K
+ 151.95%
$40.82 - $43.14 $383K - $405K
15.6K $670K
APH
Amphenol Corp

Technology
719
+ 7.24%
$59.09 - $98.75 $42.5K - $71K
10.6K $1.05M
PIO
Invesco Exchange Traded Fd Tr

ETFs
8.96K
New
$35.79 - $44.67 $321K - $400K
8.96K $400K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
2.92K
New
$106.81 - $136.49 $312K - $399K
2.92K $398K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4.96K
New
$63.36 - $80.23 $314K - $398K
4.96K $397K
OXY
Occidental Petroleum Corp

Energy
11.1K
+ 111.23%
$36.11 - $49.33 $402K - $549K
21.1K $887K
MRK
Merck & Co., Inc.

Healthcare
18.4K
+ 18.32%
$73.47 - $87.12 $1.35M - $1.6M
119K $9.38M
JBL
Jabil Inc

Technology
1.79K
New
$116.88 - $218.1 $209K - $389K
1.79K $389K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.35K
+ 80.13%
$180.84 - $240.32 $244K - $324K
3.03K $727K
DHS
Wisdomtree Tr U.S

ETFs
4.02K
New
$87.71 - $98.37 $352K - $395K
4.02K $385K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
603
+ 3.77%
$104.23 - $134.39 $62.9K - $81K
16.6K $2.23M
VV
Vanguard Large Cap ETF

ETFs
508
+ 6.22%
$228.25 - $285.3 $116K - $145K
8.67K $2.47M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 1.35%
$4164.15 - $5789.24 $16.7K - $23.2K
301 $1.74M
EMLP
First Tr Exchange Traded Iv

ETFs
9.91K
New
$33.62 - $37.89 $333K - $376K
9.91K $371K
FNDE
Schwab Fundamental Emerging Mk

ETFs
10.3K
+ 75.63%
$26.66 - $33.09 $275K - $341K
23.9K $789K
NBTB
Nbt Bancorp Inc

Financial Services
8.92K
New
$38.62 - $44.8 $345K - $400K
8.92K $370K
WMB
Williams Companies, Inc.

Energy
1.86K
+ 2.25%
$54.33 - $62.87 $101K - $117K
84.5K $5.31M
CG
Carlyle Group Inc.

Financial Services
7.16K
New
$34.78 - $51.4 $249K - $368K
7.16K $367K
CNC
Centene Corp

Healthcare
6.66K
New
$53.4 - $64.29 $356K - $428K
6.66K $361K
TXN
Texas Instruments Inc

Technology
1.84K
+ 8.25%
N/A
24.2K $4.71M
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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