Summit Financial, LLC Purchases in Q2 2025

Summit Financial, LLC

  • $4.38 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PKB
Invesco Exchange Traded Fd Tr

ETFs
2.94K
New
$62.05 - $80.65 $182K - $237K
2.94K $235K
PAAS
Pan American Silver Corp

Basic Materials
8.27K
New
$21.49 - $29.35 $178K - $243K
8.27K $234K
BEN
Franklin Resources Inc

Financial Services
9.75K
New
$16.66 - $23.85 $162K - $233K
9.75K $232K
DLR
Digital Realty Trust, Inc.

Real Estate
761
+ 24.24%
$136.11 - $177.69 $104K - $135K
3.9K $680K
WRB
Berkley W R Corp

Financial Services
3.14K
New
$64.28 - $75.17 $202K - $236K
3.14K $230K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.1K
New
$160.22 - $209.35 $176K - $230K
1.1K $229K
COPX
Global X Copper Miners ETF

ETFs
122
+ 0.33%
$31.24 - $45.59 $3.81K - $5.56K
37.6K $1.69M
PDI
Pimco Dynamic Income Fund

Financial Services
29.6K
+ 7.29%
$17.02 - $19.87 $504K - $588K
435K $8.26M
FAST
Fastenal CO

Industrials
5.37K
New
$40.65 - $83.16 $218K - $447K
5.37K $225K
MET
Metlife Inc

Financial Services
2.76K
+ 12.72%
$68.42 - $82.49 $189K - $228K
24.4K $1.97M
IYT
Ishares Tr U.S. Transportation

ETFs
3.26K
New
$55.22 - $68.54 $180K - $224K
3.26K $223K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.36K
+ 10.14%
$57.41 - $74.81 $78.1K - $102K
14.8K $1.1M
D
Dominion Energy, Inc

Utilities
3.9K
+ 99.41%
$49.66 - $58.0 $194K - $226K
7.82K $441K
KHC
Kraft Heinz CO

Consumer Defensive
11.2K
+ 76.96%
$25.61 - $30.81 $286K - $344K
25.6K $662K
JCI
Johnson Controls International PLC

Industrials
246
+ 3.23%
$71.14 - $105.62 $17.5K - $26K
7.87K $831K
SIVR
Abrdn Silver ETF Trust

ETFs
6.45K
New
$28.36 - $35.37 $183K - $228K
6.45K $221K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.72K
New
$101.93 - $128.63 $175K - $221K
1.72K $220K
TDIV
First Trust Nasdaq Technology

ETFs
2.45K
New
$64.41 - $90.17 $158K - $221K
2.45K $220K
TPR
Tapestry, Inc.

Consumer Cyclical
2.51K
New
$60.6 - $87.81 $152K - $220K
2.51K $220K
BGR
Black Rock Energy & Resources Trust

Financial Services
16.5K
New
$11.27 - $13.63 $186K - $225K
16.5K $218K
MAA
Mid America Apartment Communities Inc.

Real Estate
1.47K
New
$145.91 - $168.0 $215K - $247K
1.47K $217K
FREL
Fidelity Covington Tr Msci Rea

ETFs
8.04K
New
$24.18 - $27.61 $195K - $222K
8.04K $217K
HSY
Hershey CO

Consumer Defensive
1.37K
+ 57.52%
$151.29 - $173.13 $208K - $238K
3.76K $623K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
14.8K
New
$12.03 - $14.44 $177K - $213K
14.8K $212K
BKR
Baker Hughes CO

Energy
5.54K
New
$35.0 - $44.92 $194K - $249K
5.54K $212K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
26.4K
New
$7.05 - $8.02 $186K - $212K
26.4K $211K
EBAY
Ebay Inc

Consumer Cyclical
2.84K
New
$59.52 - $79.36 $169K - $225K
2.84K $211K
SNV
Synovus Financial Corp

Financial Services
4.06K
New
$38.27 - $51.75 $155K - $210K
4.06K $210K
GLW
Corning Inc

Technology
2.03K
+ 13.64%
$39.07 - $52.59 $79.2K - $107K
16.9K $888K
HEZU
Ishares Currency Hedged Msci E

ETFs
2.7K
+ 5.78%
$34.68 - $41.63 $93.6K - $112K
49.4K $2.03M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
14.2K
+ 116.45%
$11.71 - $13.88 $166K - $197K
26.4K $366K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.63K
New
$101.97 - $126.75 $166K - $207K
1.63K $206K
VGSH
Vanguard

ETFs
3.5K
New
$58.32 - $58.95 $204K - $206K
3.5K $205K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.6K
New
$126.62 - $154.26 $203K - $247K
1.6K $204K
SBAC
Sba Communications Corp

Real Estate
870
New
$208.57 - $243.4 $181K - $212K
870 $204K
INDA
Ishares Msci India Index Fund

ETFs
3.67K
New
$49.13 - $55.86 $180K - $205K
3.67K $204K
CNI
Canadian National Railway CO

Industrials
1.97K
New
$92.66 - $108.13 $182K - $213K
1.97K $204K
ETR
Entergy Corp

Utilities
2.45K
New
$79.01 - $86.61 $193K - $212K
2.45K $203K
BWX
Spdr Bloomberg International T

ETFs
8.56K
New
$21.87 - $23.49 $187K - $201K
8.56K $201K
MOD
Modine Manufacturing CO

Consumer Cyclical
2.03K
New
$69.3 - $105.57 $141K - $214K
2.03K $200K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2.82K
+ 31.19%
$54.27 - $63.01 $153K - $178K
11.9K $743K
GIS
General Mills Inc

Consumer Defensive
5K
+ 64.15%
$50.37 - $60.97 $252K - $305K
12.8K $662K
VRSN
Verisign Inc

Technology
407
+ 18.09%
$234.49 - $288.8 $95.4K - $118K
2.66K $767K
PWR
Quanta Services, Inc.

Industrials
86
+ 6.55%
$239.47 - $381.26 $20.6K - $32.8K
1.4K $528K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
18.1K
+ 39.22%
$11.35 - $12.45 $205K - $225K
64.1K $765K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
4.25K
+ 7.28%
$23.19 - $25.35 $98.6K - $108K
62.6K $1.59M
HYD
Vaneck High Yield Muni ETF

ETFs
4.03K
+ 53.6%
$49.08 - $51.35 $198K - $207K
11.5K $579K
MRVL
Marvell Technology, Inc.

Technology
1.36K
+ 24.13%
$49.38 - $79.97 $67K - $108K
6.98K $539K
SWK
Stanley Black & Decker, Inc.

Industrials
6.74K
+ 23.43%
$55.86 - $76.98 $376K - $518K
35.5K $2.4M
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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