Summit Financial, LLC Purchases in Q2 2025

Summit Financial, LLC

  • $4.38 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
1.71K
+ 34.84%
$168.34 - $195.42 $289K - $335K
6.63K $1.3M
NET
Cloudflare, Inc.

Technology
1.82K
New
$97.08 - $195.83 $176K - $355K
1.82K $355K
VXF
Vanguard Extended Market ETF

ETFs
184
+ 1.18%
$150.43 - $192.71 $27.7K - $35.5K
15.8K $3.05M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
5.75K
+ 4.11%
$49.79 - $50.59 $286K - $291K
146K $7.37M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
4.1K
+ 190.47%
$90.21 - $112.66 $370K - $462K
6.25K $569K
CSL
Carlisle Companies Inc

Industrials
269
+ 4.07%
$317.1 - $408.5 $85.3K - $110K
6.88K $2.57M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
35.7K
New
$7.6 - $8.89 $271K - $317K
35.7K $317K
VICI
Vici Properties Inc.

Real Estate
9.71K
New
$29.41 - $32.97 $286K - $320K
9.71K $316K
PGR
Progressive Corp

Financial Services
1.48K
+ 30.17%
$255.27 - $288.74 $377K - $426K
6.37K $1.7M
EFG
Msci Eafe Growth ETF

ETFs
740
+ 3.84%
$89.8 - $112.0 $66.5K - $82.9K
20K $2.24M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
56.9K
New
$4.83 - $5.39 $275K - $307K
56.9K $306K
FV
First Trust Dorsey Wright Focu

ETFs
4.51K
+ 56.68%
$48.43 - $59.26 $218K - $267K
12.5K $737K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.87K
+ 2.88%
$34.72 - $42.74 $65.1K - $80.1K
67K $2.87M
CC
Chemours CO

Basic Materials
26K
New
$9.4 - $13.06 $244K - $339K
26K $297K
VST
Vistra Corp.

Utilities
1.52K
New
$98.07 - $195.04 $149K - $297K
1.52K $295K
AON
Aon PLC

Financial Services
891
+ 123.07%
$335.85 - $398.81 $299K - $355K
1.62K $576K
PWV
Invesco Exchange Traded Fd Tr

ETFs
4.62K
New
$52.26 - $62.14 $241K - $287K
4.62K $287K
MCO
Moodys Corp

Financial Services
446
+ 25.28%
$396.7 - $501.59 $177K - $224K
2.21K $1.11M
CTBB
Qwest Corp Nt 6.5% Due 2058 (C

ETFs
15.9K
New
$15.91 - $18.42 $253K - $293K
15.9K $286K
BOND
Pimco Active Bond Exchange Tra

ETFs
3.02K
New
$89.87 - $92.93 $272K - $281K
3.02K $278K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.72K
+ 5.54%
$90.85 - $102.31 $338K - $380K
70.8K $7.13M
TNA
Direxion Daily Small Cap Bull

ETFs
8.18K
New
$19.12 - $33.54 $156K - $274K
8.18K $274K
NRG
Nrg Energy, Inc.

Utilities
1.71K
New
$83.61 - $162.67 $143K - $278K
1.71K $274K
EVRG
Evergy, Inc.

Utilities
3.95K
New
$64.06 - $69.64 $253K - $275K
3.95K $272K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
19K
New
$12.76 - $14.51 $242K - $276K
19K $272K
ROKU
Roku, Inc

Communication Services
3.09K
New
$55.1 - $87.89 $170K - $272K
3.09K $271K
EVR
Evercore Inc.

Financial Services
603
+ 38.95%
$163.77 - $271.5 $98.8K - $164K
2.15K $580K
EFV
Msci Eafe Value ETF

ETFs
3.83K
+ 69.32%
$52.4 - $64.65 $201K - $248K
9.36K $594K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
24.5K
+ 44.31%
$10.78 - $11.57 $264K - $284K
79.9K $902K
LEU
Centrus Energy Corp

Energy
1.44K
New
$54.43 - $208.81 $78.4K - $301K
1.44K $263K
PRS
Prudential Financial Inc

Industrials
11.2K
New
$22.53 - $23.71 $252K - $265K
11.2K $262K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
9.91K
New
$20.94 - $26.47 $207K - $262K
9.91K $262K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.33K
+ 33.07%
$75.29 - $91.16 $175K - $212K
9.36K $843K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
5.02K
New
$50.56 - $59.57 $254K - $299K
5.02K $260K
GVA
Granite Construction Inc

Industrials
2.77K
New
$71.89 - $93.51 $199K - $259K
2.77K $259K
MAR
Marriott International Inc

Consumer Cyclical
157
+ 2.56%
$211.12 - $274.14 $33.1K - $43K
6.29K $1.72M
LPLA
Lpl Financial Holdings Inc.

Financial Services
688
New
$283.31 - $388.96 $195K - $268K
688 $257K
PG
Procter & Gamble CO

Consumer Defensive
4.7K
+ 10.56%
$157.66 - $172.39 $741K - $810K
49.2K $7.84M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.23K
New
$77.74 - $78.78 $251K - $254K
3.23K $253K
MTH
Meritage Homes Corp

Consumer Cyclical
3.76K
New
$62.44 - $71.44 $235K - $269K
3.76K $252K
TTWO
Take Two Interactive Software Inc

Communication Services
1.04K
New
$194.58 - $243.05 $202K - $252K
1.04K $251K
NGG
National Grid PLC

Utilities
3.37K
New
$62.74 - $74.79 $211K - $252K
3.37K $250K
LNG
Cheniere Energy, Inc.

Energy
369
+ 2.83%
$197.25 - $244.33 $72.8K - $90.2K
13.4K $3.26M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
5.12K
New
$44.37 - $50.04 $227K - $256K
5.12K $243K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.61K
+ 3.67%
$91.23 - $97.27 $147K - $156K
45.4K $4.42M
EEM
Ishares Msci Emerging Markets

ETFs
5K
New
$38.52 - $48.28 $192K - $241K
5K $240K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
5.09K
New
$45.92 - $50.78 $234K - $258K
5.09K $237K
STT
State Street Corp

Financial Services
2.24K
New
$75.33 - $106.34 $169K - $238K
2.24K $237K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
27.3K
New
$7.2 - $8.65 $197K - $236K
27.3K $236K
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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