Summit Financial, LLC Incresed Positions in Q3 2024

Summit Financial, LLC

  • $2.54 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TIP
Ishares Tr Tips Bd ETF

ETFs
15.5K
+ 118.04%
$105.92 - $110.83 $1.64M - $1.72M
28.6K $3.16M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.03K
+ 9.82%
$434.77 - $502.96 $1.32M - $1.52M
33.9K $16.5M
NEE
Nextera Energy Inc

Utilities
7.86K
+ 11.46%
$69.9 - $84.97 $549K - $668K
76.5K $6.46M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
19.4K
+ 68.54%
$76.94 - $79.54 $1.49M - $1.54M
47.6K $3.78M
ORCL
Oracle Corp

Technology
3.6K
+ 10.85%
$125.9 - $170.35 $454K - $614K
36.8K $6.27M
CEG
Constellation Energy Corp

Utilities
5.77K
+ 428.43%
$167.08 - $262.86 $964K - $1.52M
7.12K $1.85M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.16K
+ 9.96%
$332.02 - $382.76 $1.05M - $1.21M
34.9K $13.1M
IBM
International Business Machines Corp

Technology
4.94K
+ 54.59%
$175.1 - $223.38 $866K - $1.1M
14K $3.1M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
11.7K
+ 293.14%
$112.99 - $126.45 $1.32M - $1.48M
15.7K $1.98M
MELI
Mercadolibre Inc

Consumer Cyclical
280
+ 12.92%
$1591.44 - $2140.1 $446K - $599K
2.45K $5.02M
JNJ
Johnson & Johnson

Healthcare
4.94K
+ 12.78%
$145.48 - $167.38 $719K - $827K
43.6K $7.07M
SBUX
Starbucks Corp

Consumer Cyclical
7.42K
+ 22.86%
$72.51 - $98.6 $538K - $732K
39.9K $3.89M
ABBV
Abb Vie Inc.

Healthcare
1.57K
+ 4.08%
$163.84 - $199.33 $257K - $313K
40.1K $7.92M
VGT
Vanguard Information Technolog

ETFs
2.09K
+ 333.92%
$514.43 - $606.85 $1.07M - $1.27M
2.71K $1.59M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.77K
+ 28.43%
$523.84 - $572.02 $929K - $1.01M
8.01K $4.57M
MA
Mastercard Inc

Financial Services
1.57K
+ 19.93%
$429.6 - $500.99 $676K - $789K
9.47K $4.68M
XLF
Financial Sector Spdr

ETFs
21.5K
+ 41.35%
$40.84 - $45.74 $877K - $982K
73.4K $3.33M
XOM
Exxon Mobil Corp

Energy
8.29K
+ 10.44%
$109.72 - $119.0 $909K - $986K
87.6K $10.3M
T
At&T Inc.

Communication Services
36.4K
+ 33.36%
$18.21 - $22.28 $663K - $811K
146K $3.2M
IEMG
Ishares Inc

ETFs
20.3K
+ 9.8%
$53.64 - $53.64 $1.09M - $1.09M
228K $12.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15.8K
+ 242.89%
$59.93 - $66.52 $944K - $1.05M
22.2K $1.48M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.28K
+ 0.53%
$41.9 - $48.26 $53.8K - $62K
243K $11.6M
LMT
Lockheed Martin Corp

Industrials
1.05K
+ 30.38%
$460.3 - $584.56 $485K - $616K
4.52K $2.64M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.2K
+ 93.21%
$75.47 - $83.18 $844K - $930K
23.2K $1.93M
KO
Coca Cola CO

Consumer Defensive
3.68K
+ 4.37%
$62.69 - $73.01 $231K - $269K
87.8K $6.31M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
612
+ 25.19%
$1015.62 - $1159.62 $622K - $710K
3.04K $3.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.34K
+ 3.7%
$117.9 - $128.2 $276K - $300K
65.5K $8.4M
SPGI
S&P Global Inc.

Financial Services
178
+ 1.56%
$446.32 - $527.38 $79.4K - $93.9K
11.6K $5.99M
CB
Chubb LTD

Financial Services
1.5K
+ 10.68%
$252.51 - $292.2 $378K - $437K
15.5K $4.47M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.49K
+ 3.56%
$162.83 - $179.16 $242K - $266K
43.3K $7.75M
BX
Blackstone Inc.

Financial Services
4.29K
+ 58.88%
$120.77 - $159.66 $518K - $685K
11.6K $1.77M
ABT
Abbott Laboratories

Healthcare
3.29K
+ 7.04%
$100.07 - $118.13 $329K - $388K
50K $5.7M
AMGN
Amgen Inc

Healthcare
2.41K
+ 39.29%
$309.38 - $337.38 $746K - $813K
8.55K $2.75M
DIS
Walt Disney CO

Communication Services
8.99K
+ 42.79%
$85.6 - $98.61 $769K - $886K
30K $2.89M
VV
Vanguard Large Cap ETF

ETFs
2.78K
+ 59.48%
$236.92 - $263.4 $659K - $733K
7.46K $1.96M
IWD
Ishares Russell 1000 Val ETF

ETFs
305
+ 0.64%
$173.36 - $189.8 $52.9K - $57.9K
47.9K $9.09M
AFL
Aflac Inc

Financial Services
3.98K
+ 26.2%
$88.52 - $111.8 $352K - $444K
19.1K $2.14M
FNDF
Schwab Fundamental Intl Large

ETFs
5.7K
+ 2.33%
$33.67 - $37.71 $192K - $215K
250K $9.35M
UPS
United Parcel Service Inc

Industrials
5.67K
+ 28.01%
$123.32 - $147.38 $699K - $836K
25.9K $3.53M
TMO
Thermo Fisher Scientific Inc.

Healthcare
705
+ 14.96%
$531.86 - $624.21 $375K - $440K
5.42K $3.35M
LOW
Lowes Companies Inc

Consumer Cyclical
912
+ 10.0%
$213.3 - $270.78 $195K - $247K
10K $2.72M
PG
Procter & Gamble CO

Consumer Defensive
2.3K
+ 6.74%
$160.76 - $177.82 $369K - $408K
36.4K $6.3M
ADP
Automatic Data Processing Inc

Industrials
104
+ 0.62%
$233.44 - $279.45 $24.3K - $29.1K
16.8K $4.66M
AXP
American Express CO

Financial Services
1.98K
+ 61.41%
$225.92 - $271.17 $447K - $536K
5.2K $1.41M
SO
Southern CO

Utilities
168
+ 0.33%
$77.0 - $90.52 $12.9K - $15.2K
51.2K $4.62M
CYBR
Cyber Ark Software Ltd.

Technology
1.26K
+ 8.03%
$241.52 - $291.61 $303K - $366K
16.9K $4.92M
MS
Morgan Stanley

Financial Services
2.95K
+ 6.35%
$92.07 - $106.96 $272K - $316K
49.4K $5.15M
IDXX
Idexx Laboratories Inc

Healthcare
1.2K
+ 89.81%
$455.08 - $517.19 $545K - $620K
2.53K $1.28M
GE
General Electric CO

Industrials
2.36K
+ 40.21%
$156.66 - $189.66 $369K - $447K
8.22K $1.55M
Activity Summary
Buys All Purchases 387 New Holdings 71 Increased Positions 316 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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