Summit Financial, LLC Purchases in Q1 2025

Summit Financial, LLC

  • $3.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
3.33K
New
$82.81 - $92.93 $276K - $310K
3.33K $283K
KWEB
Kraneshares Tr Csi China Inter

ETFs
1.22K
+ 2.89%
$27.29 - $38.29 $33.2K - $46.6K
43.4K $1.51M
TTD
Trade Desk, Inc.

Technology
8.67K
+ 282.66%
$53.59 - $126.58 $465K - $1.1M
11.7K $642K
APD
Air Products & Chemicals, Inc.

Basic Materials
903
+ 28.75%
$283.24 - $338.07 $256K - $305K
4.04K $1.19M
ALLE
Allegion PLC

Industrials
2.11K
New
$123.79 - $135.5 $261K - $285K
2.11K $274K
VIG
Vanguard Dividend Appreciation

ETFs
1.5K
+ 4.82%
N/A
32.5K $5.92M
SJNK
Spdr Bloomberg Short Term High

ETFs
10.7K
New
$25.08 - $25.64 $269K - $275K
10.7K $270K
PEP
Pepsico Inc

Consumer Defensive
2.15K
+ 8.24%
$142.64 - $156.42 $307K - $336K
28.3K $4.24M
WPC
W. P. Carey Inc.

Real Estate
1.84K
+ 10.52%
$53.5 - $65.05 $98.3K - $119K
19.3K $1.22M
PGR
Progressive Corp

Financial Services
224
+ 4.79%
$235.61 - $291.22 $52.8K - $65.2K
4.9K $1.39M
HAL
Halliburton CO

Energy
10.3K
New
$24.15 - $29.9 $250K - $309K
10.3K $262K
VBK
Vanguard Small Cap Growth ETF

ETFs
2.1K
+ 21.09%
$247.97 - $296.33 $520K - $621K
12K $3.03M
MPC
Marathon Petroleum Corp

Energy
1.52K
+ 42.56%
$134.72 - $159.03 $205K - $242K
5.1K $742K
WES
Western Midstream Partners, LP

Energy
47
+ 0.05%
$37.87 - $42.89 $1.78K - $2.02K
94K $3.85M
BDC
Belden Inc.

Technology
2.3K
New
$99.82 - $122.07 $230K - $281K
2.3K $230K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.92K
New
$117.4 - $131.02 $225K - $251K
1.92K $229K
RACE
Ferrari N.V.

Consumer Cyclical
533
New
$413.73 - $508.15 $221K - $271K
533 $228K
FDL
First Tr Morningstar Dividend

ETFs
3.63K
+ 16.61%
$39.69 - $43.83 $144K - $159K
25.5K $1.11M
VTR
Ventas, Inc.

Real Estate
3.29K
New
$56.9 - $70.47 $187K - $232K
3.29K $226K
SPH
Suburban Propane Partners LP

Utilities
1.04K
+ 1.97%
$17.64 - $22.2 $18.4K - $23.2K
54K $1.14M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
3.01K
New
$71.9 - $77.57 $217K - $234K
3.01K $223K
UTG
Reaves Utility Income Fund

Financial Services
6.81K
New
$31.08 - $34.42 $212K - $235K
6.81K $221K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
1.57K
New
$135.34 - $188.66 $212K - $296K
1.57K $220K
D
Dominion Energy, Inc

Utilities
3.92K
New
$52.85 - $57.43 $207K - $225K
3.92K $219K
SU
Suncor Energy Inc

Energy
1.31K
+ 2.37%
$34.27 - $40.63 $45K - $53.3K
56.8K $2.2M
ISCV
Ishares Morningstar Small Cap

ETFs
3.67K
New
$58.11 - $66.0 $213K - $242K
3.67K $217K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.36K
+ 68.27%
$47.59 - $48.35 $207K - $211K
10.7K $519K
CTRA
Coterra Energy Inc.

Energy
7.45K
New
$25.51 - $29.83 $190K - $222K
7.45K $215K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.45K
+ 43.32%
$68.32 - $75.06 $167K - $184K
8.11K $605K
TM
Toyota Motor Corp

Consumer Cyclical
1.19K
New
$176.53 - $195.35 $210K - $232K
1.19K $209K
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.27K
+ 5.45%
$94.86 - $97.12 $215K - $220K
43.8K $4.18M
FTCS
First Trust Capital Strength E

ETFs
2.01K
+ 13.44%
$86.39 - $91.35 $174K - $184K
17K $1.52M
UYG
Proshares Ultra Financials

ETFs
2.33K
New
$80.83 - $98.72 $188K - $230K
2.33K $207K
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.71K
New
$42.93 - $44.71 $202K - $211K
4.71K $206K
DG
Dollar General Corp

Consumer Defensive
2.31K
New
$68.44 - $87.93 $158K - $203K
2.31K $203K
AGO
Assured Guaranty LTD

Financial Services
2.3K
New
$82.9 - $95.47 $191K - $220K
2.3K $202K
BR
Broadridge Financial Solutions, Inc.

Technology
477
+ 9.05%
$221.46 - $244.83 $106K - $117K
5.75K $1.39M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.59K
New
$69.81 - $78.9 $181K - $204K
2.59K $201K
MNA
Iq Merger Arbitrage ETF

ETFs
5.85K
New
$33.08 - $34.35 $193K - $201K
5.85K $200K
PAYX
Paychex Inc

Industrials
712
+ 11.99%
$136.06 - $154.52 $96.9K - $110K
6.65K $1.03M
INTC
Intel Corp

Technology
2.29K
+ 4.32%
$19.1 - $27.39 $43.7K - $62.6K
55.2K $1.25M
EHC
Encompass Health Corp

Healthcare
1.65K
+ 71.84%
$91.05 - $102.2 $151K - $169K
3.95K $400K
ALL
Allstate Corp

Financial Services
750
+ 35.71%
$180.99 - $210.18 $136K - $158K
2.85K $590K
TMO
Thermo Fisher Scientific Inc.

Healthcare
606
+ 11.74%
$497.6 - $606.74 $302K - $368K
5.77K $2.87M
SLV
I Shares Silver Trust

ETFs
325
+ 0.87%
$26.93 - $31.32 $8.75K - $10.2K
37.5K $1.16M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.11K
+ 13.21%
$128.74 - $138.67 $143K - $154K
9.54K $1.29M
WELL
Welltower Inc.

Real Estate
410
+ 9.5%
$124.05 - $156.86 $50.9K - $64.3K
4.73K $723K
SHW
Sherwin Williams CO

Basic Materials
170
+ 1.36%
$330.16 - $365.55 $56.1K - $62.1K
12.7K $4.42M
UBSI
United Bankshares Inc

Financial Services
5.98K
+ 50.63%
$34.03 - $39.27 $204K - $235K
17.8K $617K
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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