Summit Financial, LLC Purchases in Q2 2025

Summit Financial, LLC

  • $4.38 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ADM
Archer Daniels Midland CO

Consumer Defensive
275
+ 1.65%
$41.79 - $54.16 $11.5K - $14.9K
17K $894K
PII
Polaris Inc.

Consumer Cyclical
2.27K
+ 37.81%
$31.97 - $42.61 $72.5K - $96.7K
8.27K $336K
WPC
W. P. Carey Inc.

Real Estate
1.68K
+ 8.72%
$56.12 - $64.53 $94.4K - $109K
21K $1.31M
HCA
Hca Healthcare, Inc.

Healthcare
105
+ 7.87%
$317.61 - $387.52 $33.3K - $40.7K
1.44K $551K
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.65K
+ 1.92%
$26.18 - $26.93 $148K - $152K
300K $8.01M
IWS
Ishares Russell Midcap Value E

ETFs
367
+ 5.95%
$110.58 - $132.14 $40.6K - $48.5K
6.54K $863K
DXCM
Dexcom Inc

Healthcare
23
+ 0.52%
$59.83 - $87.57 $1.38K - $2.01K
4.43K $386K
EHC
Encompass Health Corp

Healthcare
11
+ 0.28%
$96.12 - $122.63 $1.06K - $1.35K
3.97K $486K
XLB
Select Sector Spdr Fd Material

ETFs
823
+ 12.2%
$74.27 - $88.92 $61.1K - $73.2K
7.57K $664K
PFN
Pimco Income Strategy Fund Ii

Financial Services
11.4K
New
$6.87 - $7.56 $78.2K - $86K
11.4K $84K
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
30.2K
New
$2.45 - $3.26 $74K - $98.5K
30.2K $82K
CME
Cme Group Inc.

Financial Services
188
+ 6.32%
$252.37 - $290.71 $47.4K - $54.7K
3.16K $871K
EQT
Eqt Corp

Energy
362
+ 2.94%
$46.11 - $60.44 $16.7K - $21.9K
12.7K $739K
VRSK
Verisk Analytics, Inc.

Industrials
6
+ 0.11%
$277.03 - $321.33 $1.66K - $1.93K
5.61K $1.75M
EXC
Exelon Corp

Utilities
2.18K
+ 33.87%
$42.2 - $47.37 $92.2K - $103K
8.63K $374K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
143
+ 14.77%
$201.28 - $266.34 $28.8K - $38.1K
1.11K $295K
TRV
Travelers Companies, Inc.

Financial Services
261
+ 18.89%
$233.83 - $276.34 $61K - $72.1K
1.64K $439K
ECL
Ecolab Inc.

Basic Materials
91
+ 3.05%
$225.65 - $270.95 $20.5K - $24.7K
3.07K $827K
NVS
Novartis Ag

Healthcare
243
+ 5.63%
$101.96 - $121.01 $24.8K - $29.4K
4.56K $552K
MLM
Martin Marietta Materials Inc

Basic Materials
30
+ 3.95%
$452.51 - $568.19 $13.6K - $17K
790 $433K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1.41K
+ 7.59%
$50.46 - $58.08 $71.3K - $82.1K
20K $1.15M
DOV
Dover Corp

Industrials
113
+ 1.71%
$151.14 - $186.7 $17.1K - $21.1K
6.71K $1.23M
USA
Liberty All Star Equity Fund

Financial Services
10K
New
$5.9 - $6.81 $59K - $68.1K
10K $68K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
5.34K
+ 14.52%
$12.23 - $15.46 $65.3K - $82.6K
42.1K $636K
DGX
Quest Diagnostics Inc

Healthcare
484
+ 29.86%
N/A
2.11K $288K
AEE
Ameren Corp

Utilities
942
+ 16.26%
$94.23 - $101.68 $88.8K - $95.8K
6.74K $646K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
72
+ 4.59%
$96.11 - $173.53 $6.92K - $12.5K
1.64K $284K
VPU
Vanguard Utilities ETF

ETFs
114
+ 1.49%
$158.36 - $178.82 $18.1K - $20.4K
7.78K $1.37M
NXPI
Nxp Semiconductors N.V.

Technology
19
+ 0.97%
$153.5 - $218.72 $2.92K - $4.16K
1.98K $433K
UTG
Reaves Utility Income Fund

Financial Services
931
+ 13.67%
$29.08 - $36.18 $27.1K - $33.7K
7.74K $280K
GWW
W.W. Grainger, Inc.

Industrials
43
+ 15.52%
$919.93 - $1101.66 $39.6K - $47.4K
320 $332K
CTRA
Coterra Energy Inc.

Energy
3.33K
+ 44.68%
$22.6 - $29.07 $75.2K - $96.7K
10.8K $273K
PNC
Pnc Financial Services Group, Inc.

Financial Services
142
+ 4.8%
$149.76 - $186.42 $21.3K - $26.5K
3.1K $578K
F
Ford Motor CO

Consumer Cyclical
1.81K
+ 4.23%
$8.69 - $10.85 $15.7K - $19.6K
44.5K $483K
FXL
First Tr Exchange Traded Fd Fi

ETFs
77
+ 4.6%
$115.28 - $157.36 $8.88K - $12.1K
1.75K $275K
VMC
Vulcan Materials CO

Basic Materials
61
+ 4.45%
$226.49 - $276.01 $13.8K - $16.8K
1.43K $373K
CVS
Cvs Health Corp

Healthcare
288
+ 1.06%
$60.04 - $70.18 $17.3K - $20.2K
27.6K $1.9M
ANSS
Ansys Inc

Technology
66
+ 7.57%
$284.19 - $351.22 $18.8K - $23.2K
938 $329K
NUE
Nucor Corp

Basic Materials
50
+ 1.02%
$103.22 - $131.43 $5.16K - $6.57K
4.96K $642K
JEF
Jefferies Financial Group Inc.

Financial Services
386
+ 1.77%
$41.06 - $56.09 $15.8K - $21.7K
22.2K $1.21M
ADBE
Adobe Inc.

Technology
72
+ 1.37%
$340.0 - $420.68 $24.5K - $30.3K
5.32K $2.06M
CL
Colgate Palmolive CO

Consumer Defensive
942
+ 6.54%
$87.57 - $96.0 $82.5K - $90.4K
15.3K $1.39M
KMI
Kinder Morgan, Inc.

Energy
159
+ 0.38%
$25.21 - $29.4 $4.01K - $4.67K
42.1K $1.24M
APD
Air Products & Chemicals, Inc.

Basic Materials
329
+ 8.14%
$248.61 - $294.96 $81.8K - $97K
4.37K $1.23M
EFX
Equifax Inc

Industrials
68
+ 4.8%
$205.5 - $280.54 $14K - $19.1K
1.49K $385K
PEG
Public Service Enterprise Group Inc

Utilities
321
+ 5.21%
$77.13 - $84.18 $24.8K - $27K
6.49K $546K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
437
+ 15.83%
$97.29 - $105.63 $42.5K - $46.2K
3.2K $324K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
233
+ 14.21%
$421.16 - $509.5 $98.1K - $119K
1.87K $833K
PPG
Ppg Industries Inc

Basic Materials
55
+ 0.76%
$91.66 - $115.04 $5.04K - $6.33K
7.3K $830K
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
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email