Summit Financial, LLC Purchases in Q2 2025

Summit Financial, LLC

  • $4.38 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ICE
Intercontinental Exchange, Inc.

Financial Services
661
+ 11.11%
$151.62 - $183.47 $100K - $121K
6.61K $1.21M
CSX
Csx Corp

Industrials
2.54K
+ 7.84%
$26.69 - $32.91 $67.8K - $83.6K
35K $1.14M
KR
Kroger CO

Consumer Defensive
1.97K
+ 20.57%
$64.62 - $74.0 $128K - $146K
11.6K $829K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
13.3K
New
$12.19 - $13.37 $162K - $178K
13.3K $177K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
21.6K
New
$6.66 - $8.12 $144K - $176K
21.6K $175K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.45K
+ 27.37%
$35.35 - $42.68 $122K - $147K
16K $683K
WELL
Welltower Inc.

Real Estate
1.09K
+ 22.98%
$136.49 - $155.22 $148K - $169K
5.81K $893K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.5K
+ 27.06%
$45.07 - $52.57 $203K - $237K
21.1K $1.03M
CIEN
Ciena Corp

Technology
273
+ 4.0%
$53.5 - $83.89 $14.6K - $22.9K
7.1K $577K
DNP
Dnp Select Income Fund Inc

Financial Services
16.8K
New
$8.89 - $9.88 $150K - $166K
16.8K $164K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
17.7K
New
$7.81 - $9.04 $138K - $160K
17.7K $159K
CAH
Cardinal Health Inc

Healthcare
506
+ 21.28%
$125.0 - $168.0 $63.3K - $85K
2.88K $484K
MCK
Mckesson Corp

Healthcare
61
+ 3.51%
$652.83 - $732.78 $39.8K - $44.7K
1.8K $1.32M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.31K
+ 39.26%
$74.88 - $91.97 $98K - $120K
4.64K $427K
VMI
Valmont Industries Inc

Industrials
7
+ 0.21%
$263.86 - $333.86 $1.85K - $2.34K
3.38K $1.1M
ENB
Enbridge Inc

Energy
2.56K
+ 10.84%
$41.09 - $47.16 $105K - $121K
26.1K $1.18M
RF
Regions Financial Corp

Financial Services
136
+ 0.18%
$18.34 - $23.52 $2.49K - $3.2K
75.5K $1.78M
SYY
Sysco Corp

Consumer Defensive
1.74K
+ 20.11%
$68.0 - $75.91 $119K - $132K
10.4K $788K
LMT
Lockheed Martin Corp

Industrials
128
+ 2.68%
$430.82 - $486.45 $55.1K - $62.3K
4.9K $2.27M
FEX
First Tr Large Cap Core Alphde

ETFs
353
+ 2.78%
$90.17 - $109.96 $31.8K - $38.8K
13.1K $1.44M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
14.4K
New
$7.35 - $9.25 $106K - $134K
14.4K $133K
WST
West Pharmaceutical Services Inc

Healthcare
859
+ 7.93%
$190.39 - $227.7 $164K - $196K
11.7K $2.56M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.08K
+ 1.38%
$77.94 - $79.5 $84.5K - $86.2K
79.8K $6.34M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
11.8K
New
$10.29 - $11.24 $122K - $133K
11.8K $129K
NVO
Novo Nordisk A S

Healthcare
1.89K
+ 20.63%
$58.08 - $81.05 $110K - $153K
11K $762K
FDIS
Fidelity Covington Tr Msci Con

ETFs
533
+ 6.88%
$75.33 - $94.56 $40.2K - $50.4K
8.28K $778K
LHX
L3 Harris Technologies, Inc.

Industrials
12
+ 0.41%
$200.21 - $256.99 $2.4K - $3.08K
2.92K $732K
RACE
Ferrari N.V.

Consumer Cyclical
181
+ 33.96%
$397.86 - $499.02 $72K - $90.3K
714 $350K
PB
Prosperity Bancshares Inc

Financial Services
2.22K
+ 7.25%
$63.76 - $73.75 $141K - $164K
32.8K $2.3M
FDS
Factset Research Systems Inc

Financial Services
286
+ 25.42%
$398.85 - $473.32 $114K - $135K
1.41K $631K
NEM
Newmont Corp

Basic Materials
412
+ 4.26%
$44.18 - $59.46 $18.2K - $24.5K
10.1K $586K
CW
Curtiss Wright Corp

Industrials
7
+ 1.03%
$283.18 - $488.55 $1.98K - $3.42K
687 $335K
JFR
Nuveen Floating Rate Income Fund

Financial Services
14.1K
New
$7.51 - $8.49 $106K - $120K
14.1K $119K
TGT
Target Corp

Consumer Defensive
1.63K
+ 22.59%
$88.76 - $105.77 $145K - $173K
8.86K $873K
SAP
Sap Se

Technology
277
+ 29.47%
$237.53 - $309.8 $65.8K - $85.8K
1.22K $370K
NEE
Nextera Energy Inc

Utilities
3.58K
+ 3.9%
$64.11 - $75.0 $230K - $269K
95.5K $6.63M
IBKR
Interactive Brokers Group, Inc.

Financial Services
5.19K
+ 327.63%
$50.53 - $212.53 $262K - $1.1M
6.78K $375K
LYB
Lyondell Basell Industries N.V.

Basic Materials
5.2K
+ 34.53%
$53.23 - $70.65 $277K - $367K
20.2K $1.17M
PIM
Putnam Master Intermediate Income Trust

Financial Services
33.1K
New
$3.18 - $3.37 $105K - $112K
33.1K $110K
WBD
Warner Bros. Discovery, Inc.

Communication Services
2.43K
+ 2.14%
$7.69 - $11.46 $18.7K - $27.8K
116K $1.33M
CTVA
Corteva, Inc.

Basic Materials
146
+ 1.73%
$55.52 - $74.53 $8.11K - $10.9K
8.6K $641K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.09K
+ 2.67%
$32.11 - $38.21 $35K - $41.6K
41.9K $1.59M
ITW
Illinois Tool Works Inc

Industrials
438
+ 11.5%
$218.41 - $252.43 $95.7K - $111K
4.25K $1.05M
AFL
Aflac Inc

Financial Services
3.31K
+ 7.79%
$99.77 - $112.45 $330K - $372K
45.8K $4.83M
ITM
Vaneck Intermediate Muni ETF

ETFs
2.28K
+ 36.41%
$44.27 - $45.82 $101K - $105K
8.55K $388K
UAL
United Airlines Holdings, Inc.

Industrials
283
+ 4.13%
$56.15 - $84.23 $15.9K - $23.8K
7.13K $568K
VT
Vanguard Total World Stk Index

ETFs
517
+ 21.93%
$103.16 - $128.52 $53.3K - $66.4K
2.87K $369K
MNA
Iq Merger Arbitrage ETF

ETFs
2.54K
+ 43.37%
$33.65 - $35.27 $85.3K - $89.4K
8.38K $295K
RDNT
Rad Net, Inc.

Healthcare
221
+ 1.97%
$47.36 - $61.14 $10.5K - $13.5K
11.4K $651K
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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