Summit Financial, LLC Incresed Positions in Q2 2025

Summit Financial, LLC

  • $4.38 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
131K
+ 8.6%
$243.75 - $303.93 $31.8M - $39.7M
1.65M $501M
IVV
Ishares Core S&P 500 ETF

ETFs
108K
+ 136.03%
$498.8 - $620.9 $53.7M - $66.8M
187K $116M
NVDA
Nvidia Corp

Technology
112K
+ 22.82%
$94.31 - $157.99 $10.6M - $17.7M
603K $95.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
48.2K
+ 69.11%
$416.06 - $551.64 $20.1M - $26.6M
118K $65.1M
MSFT
Microsoft Corp

Technology
19.8K
+ 11.99%
$354.56 - $497.45 $7.04M - $9.87M
185K $92.2M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
346K
+ 13357.04%
$73.0 - $85.5 $25.3M - $29.6M
349K $29.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
41.1K
+ 42.51%
$456.74 - $568.03 $18.8M - $23.3M
138K $78.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
89.9K
+ 2.69%
$54.19 - $67.22 $4.87M - $6.04M
3.43M $231M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
250K
+ 5190.43%
$91.43 - $91.74 $22.9M - $23M
255K $23.4M
AAPL
Apple Inc.

Technology
139K
+ 37.66%
$172.42 - $223.89 $23.9M - $31.1M
508K $104M
SPY
Spdr S&P 500 ETF Trust

ETFs
17.6K
+ 14.04%
$496.48 - $617.85 $8.74M - $10.9M
143K $88.3M
JPM
Jpmorgan Chase & CO

Financial Services
43.1K
+ 34.91%
$210.28 - $289.91 $9.07M - $12.5M
167K $48.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
187K
+ 60.33%
$83.97 - $92.85 $15.7M - $17.4M
498K $44M
BND
Vanguard Bd Index Fd Inc Total

ETFs
209K
+ 264.21%
$72.02 - $73.82 $15.1M - $15.4M
288K $21.2M
IEFA
Ishares Tr

ETFs
134K
+ 41.81%
$67.83 - $84.09 $9.1M - $11.3M
455K $38M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
29.4K
+ 226.42%
$376.48 - $440.65 $11.1M - $13M
42.4K $18.7M
AVGO
Broadcom Inc.

Technology
7.08K
+ 7.37%
$146.29 - $275.65 $1.04M - $1.95M
103K $28.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
137K
+ 101.83%
$79.56 - $82.92 $10.9M - $11.4M
272K $22.5M
NFLX
Netflix Inc

Communication Services
2.2K
+ 11.1%
$855.86 - $1339.13 $1.88M - $2.95M
22K $29.5M
AMZN
Amazon Com Inc

Consumer Cyclical
9.89K
+ 3.31%
$167.32 - $223.3 $1.65M - $2.21M
308K $67.7M
META
Meta Platforms, Inc.

Communication Services
1.71K
+ 2.89%
$484.66 - $738.09 $827K - $1.26M
60.8K $44.9M
EWJ
Ishares Msci Japan ETF

ETFs
127K
+ 70.05%
$61.32 - $75.28 $7.78M - $9.56M
308K $23.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
49.4K
+ 27.83%
$141.87 - $164.49 $7.01M - $8.13M
227K $37.3M
VEA
Vanguard Ftse Developed Market

ETFs
85.2K
+ 15.07%
$45.65 - $57.01 $3.89M - $4.86M
650K $37.1M
SPYG
Spdr Portfolio

ETFs
58.6K
+ 33.26%
$71.83 - $95.32 $4.21M - $5.59M
235K $22.4M
GLD
Spdr Gold Trust

ETFs
24.5K
+ 53.93%
$273.71 - $316.29 $6.7M - $7.74M
69.9K $21.3M
FPE
First Tr Pfd Secs & Income ETF

ETFs
456K
+ 554.1%
$16.93 - $17.81 $7.71M - $8.11M
538K $9.57M
SCHG
Schwab Strategic Tr Us Large C

ETFs
210K
+ 70.23%
$22.27 - $29.21 $4.67M - $6.13M
509K $14.9M
BX
Blackstone Inc.

Financial Services
42.4K
+ 232.54%
$120.07 - $151.11 $5.09M - $6.41M
60.7K $9.08M
TSLA
Tesla, Inc.

Consumer Cyclical
14.9K
+ 52.54%
$221.86 - $362.89 $3.3M - $5.39M
43.1K $13.7M
SCHC
Schwab Strategic Tr Intl Small

ETFs
131K
+ 170.52%
$32.41 - $42.59 $4.25M - $5.58M
208K $8.85M
PSLV
Sprott Physical Silver Trust

Financial Services
485K
+ 399.77%
$9.98 - $12.51 $4.84M - $6.07M
606K $7.42M
PHYS
Sprott Physical Gold Trust

Financial Services
232K
+ 532.41%
$22.82 - $26.29 $5.3M - $6.11M
276K $7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
23.6K
+ 16.04%
$152.93 - $181.74 $3.61M - $4.29M
171K $31.1M
KKR
Kkr & Co. Inc.

Financial Services
35.2K
+ 233.25%
$92.79 - $134.29 $3.27M - $4.73M
50.3K $6.69M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
184K
+ 77.32%
$19.1 - $23.83 $3.51M - $4.37M
421K $10M
JNJ
Johnson & Johnson

Healthcare
37.2K
+ 62.75%
$146.36 - $159.82 $5.44M - $5.94M
96.4K $14.7M
WMT
Walmart Inc.

Consumer Defensive
27.5K
+ 12.42%
$81.79 - $99.98 $2.25M - $2.75M
249K $24.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
87.4K
+ 36.57%
$45.11 - $52.34 $3.94M - $4.58M
326K $17.1M
COF
Capital One Financial Corp

Financial Services
22K
+ 543.88%
$150.57 - $212.76 $3.32M - $4.69M
26.1K $5.55M
ORCL
Oracle Corp

Technology
6.27K
+ 15.53%
$122.82 - $218.63 $770K - $1.37M
46.6K $10.2M
GOOG
Alphabet Inc.

Communication Services
16K
+ 19.63%
$146.58 - $180.01 $2.34M - $2.87M
97.3K $17.3M
BK
Bank Of New York Mellon Corp

Financial Services
46.5K
+ 399.63%
$73.31 - $91.62 $3.41M - $4.26M
58.2K $5.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
29.9K
+ 40.78%
$114.78 - $133.31 $3.43M - $3.99M
103K $13.8M
SCHV
Schwab Strategic Tr Us Large C

ETFs
147K
+ 348.11%
$23.55 - $27.67 $3.45M - $4.05M
189K $5.22M
VBR
Vanguard Small Cap Value ETF

ETFs
11.9K
+ 6.21%
$162.76 - $195.77 $1.93M - $2.33M
203K $39.6M
XLF
Financial Sector Spdr

ETFs
68.6K
+ 50.33%
$43.92 - $52.37 $3.01M - $3.59M
205K $10.7M
VO
Vanguard Mid Cap ETF

ETFs
6.47K
+ 8.13%
$228.54 - $279.83 $1.48M - $1.81M
86K $24.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
43K
+ 14.28%
$39.89 - $49.46 $1.71M - $2.13M
344K $17M
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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