Summit Financial, LLC Incresed Positions in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
25.1K
+ 7.29%
$49.43 - $54.52 $1.24M - $1.37M
369K $20M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
36.2K
+ 11.08%
$52.12 - $55.33 $1.89M - $2M
363K $20.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
23.1K
+ 170.89%
$108.97 - $121.65 $2.52M - $2.81M
36.7K $4.43M
IAU
Ishares Gold Trust

ETFs
132
+ 0.05%
$61.62 - $72.77 $8.13K - $9.61K
275K $20M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
40.6K
+ 335.08%
$61.56 - $66.95 $2.5M - $2.72M
52.7K $3.52M
INDA
Ishares Msci India Index Fund

ETFs
52.8K
+ 1440.73%
$51.98 - $55.84 $2.75M - $2.95M
56.5K $2.94M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
35K
+ 273.1%
$72.91 - $77.23 $2.55M - $2.7M
47.8K $3.65M
FNDF
Schwab Fundamental Intl Large

ETFs
51.6K
+ 33.25%
$39.84 - $43.15 $2.06M - $2.23M
207K $8.89M
BAX
Baxter International Inc

Healthcare
120K
+ 809.09%
$21.71 - $31.23 $2.6M - $3.74M
135K $3.06M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.43K
+ 3.76%
$181.56 - $190.33 $1.17M - $1.22M
177K $33.6M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
3.93K
+ 44.63%
$534.91 - $598.71 $2.1M - $2.35M
12.7K $7.16M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
76.2K
+ 18.8%
$26.38 - $27.95 $2.01M - $2.13M
482K $13.2M
NDSN
Nordson Corp

Industrials
10.4K
+ 327.44%
$209.25 - $227.98 $2.17M - $2.37M
13.6K $3.08M
PDP
Invesco Exchange Traded Fd Tr

ETFs
3.44K
+ 1.65%
$107.15 - $118.05 $368K - $406K
212K $25M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
11.5K
+ 249.79%
$103.83 - $179.9 $1.2M - $2.07M
16.1K $2.88M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
27.2K
+ 38.92%
$68.24 - $73.73 $1.86M - $2.01M
97.2K $7.14M
XLK
Technology Sector Spdr

ETFs
3.59K
+ 7.97%
$250.97 - $282.66 $901K - $1.02M
48.6K $13.7M
META
Meta Platforms, Inc.

Communication Services
3.34K
+ 5.49%
$695.21 - $791.73 $2.32M - $2.64M
64.1K $47.1M
XOM
Exxon Mobil Corp

Energy
13.1K
+ 8.86%
$105.83 - $117.22 $1.39M - $1.54M
162K $18.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
41.3K
+ 61.56%
$42.67 - $46.91 $1.76M - $1.94M
108K $5.07M
SCHX
Schwab Strategic Tr Us Large C

ETFs
48.7K
+ 10.25%
$24.46 - $26.5 $1.19M - $1.29M
524K $13.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9.16K
+ 8.87%
$132.9 - $142.03 $1.22M - $1.3M
112K $15.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.34K
+ 2.24%
$135.0 - $146.02 $451K - $488K
152K $22.2M
HD
Home Depot, Inc.

Consumer Cyclical
1.94K
+ 6.06%
$357.4 - $423.42 $693K - $821K
34K $13.8M
GE
General Electric CO

Industrials
4.46K
+ 28.63%
$244.75 - $305.63 $1.09M - $1.36M
20K $6.02M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.24K
+ 5.29%
$435.72 - $463.74 $976K - $1.04M
44.6K $20.7M
CTAS
Cintas Corp

Industrials
10.2K
+ 160.62%
$199.29 - $226.27 $2.02M - $2.3M
16.5K $3.38M
SIL
Global X Silver Miners ETF

ETFs
935
+ 1.16%
$47.34 - $71.63 $44.3K - $67K
81.5K $5.84M
APH
Amphenol Corp

Technology
13.3K
+ 125.24%
$97.39 - $125.4 $1.3M - $1.67M
24K $2.97M
AVXL
Anavex Life Sciences Corp.

Healthcare
221K
+ 99.24%
$8.44 - $13.41 $1.87M - $2.97M
444K $3.95M
IWF
Ishares Russell 1000 Gr ETF

ETFs
523
+ 1.42%
$420.11 - $472.68 $220K - $247K
37.3K $17.5M
QCOM
Qualcomm Inc

Technology
9.89K
+ 44.31%
$145.84 - $173.55 $1.44M - $1.72M
32.2K $5.36M
SCHC
Schwab Strategic Tr Intl Small

ETFs
24.6K
+ 11.85%
$42.28 - $45.71 $1.04M - $1.13M
232K $10.6M
BAC
Bank Of America Corp

Financial Services
23.1K
+ 18.4%
$44.92 - $52.42 $1.04M - $1.21M
149K $7.66M
FENY
Fidelity Covington Tr Msci Ene

ETFs
68.3K
+ 537.76%
$23.27 - $25.46 $1.59M - $1.74M
81K $2M
ISRG
Intuitive Surgical Inc

Healthcare
5.63K
+ 63.67%
$433.66 - $544.47 $2.44M - $3.06M
14.5K $6.47M
CRM
Salesforce, Inc.

Technology
9.02K
+ 54.55%
$231.66 - $273.65 $2.09M - $2.47M
25.6K $6.06M
SA
Seabridge Gold Inc

Basic Materials
52
+ 0.03%
$14.71 - $24.15 $765 - $1.26K
160K $3.87M
APP
App Lovin Corp

Technology
305
+ 8.78%
$335.1 - $718.54 $102K - $219K
3.78K $2.71M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
13.2K
+ 3.8%
$81.76 - $86.36 $1.08M - $1.14M
362K $30.7M
SPIB
Spdr Portfolio Intermediate Te

ETFs
38.6K
+ 14.55%
$33.26 - $34.01 $1.28M - $1.31M
303K $10.3M
IBB
Ishares Biotechnology ETF

ETFs
8.36K
+ 85.26%
$127.63 - $144.37 $1.07M - $1.21M
18.2K $2.62M
FAST
Fastenal CO

Industrials
26.9K
+ 500.28%
$42.47 - $50.39 $1.14M - $1.35M
32.3K $1.58M
XLV
Select Sector Spdr Fund Health

ETFs
8.8K
+ 41.16%
$129.01 - $139.72 $1.13M - $1.23M
30.2K $4.2M
V
Visa Inc.

Financial Services
5.54K
+ 13.15%
$332.09 - $358.86 $1.84M - $1.99M
47.7K $16.3M
CAT
Caterpillar Inc

Industrials
468
+ 3.82%
$390.92 - $477.15 $183K - $223K
12.7K $6.07M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
16.5K
+ 65.89%
$76.16 - $78.59 $1.26M - $1.3M
41.6K $3.25M
UNH
Unitedhealth Group Inc

Healthcare
2.17K
+ 13.07%
$237.77 - $353.61 $516K - $768K
18.8K $6.49M
BK
Bank Of New York Mellon Corp

Financial Services
2.16K
+ 3.71%
$90.65 - $109.75 $196K - $237K
60.3K $6.57M
Activity Summary
Buys All Purchases 941 New Holdings 460 Increased Positions 481 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
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