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
IBM
International Business Machines Corp

Technology
2.84K
+ 5.24%
$221.03 - $294.78 $628K - $838K
57.1K $16.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
27.7K
+ 46.7%
$90.56 - $109.49 $2.51M - $3.03M
87K $9.5M
XLK
Technology Sector Spdr

ETFs
5.45K
+ 13.77%
$179.73 - $253.23 $980K - $1.38M
45K $11.4M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
44.3K
+ 547.02%
$68.13 - $74.77 $3.02M - $3.32M
52.4K $3.82M
T
At&T Inc.

Communication Services
104K
+ 43.77%
$26.33 - $28.94 $2.73M - $3M
340K $9.85M
VB
Vanguard Small Cap ETF

ETFs
7.99K
+ 10.39%
$193.73 - $237.37 $1.55M - $1.9M
84.8K $20.1M
ITA
Ishares Tr

ETFs
14.2K
+ 141.82%
$135.31 - $188.64 $1.92M - $2.68M
24.2K $4.56M
IEMG
Ishares Inc

ETFs
51.6K
+ 25.61%
N/A
253K $13.6M
AXP
American Express CO

Financial Services
3.67K
+ 12.44%
$231.39 - $318.98 $849K - $1.17M
33.2K $10.6M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.66K
+ 15.07%
$321.63 - $509.31 $535K - $846K
12.7K $6.47M
AMD
Advanced Micro Devices Inc

Technology
7.48K
+ 20.54%
$78.21 - $143.81 $585K - $1.08M
43.9K $6.23M
CEG
Constellation Energy Corp

Utilities
2.69K
+ 20.29%
$170.96 - $322.76 $460K - $868K
15.9K $5.15M
BMY
Bristol Myers Squibb CO

Healthcare
58.8K
+ 311.52%
$44.12 - $59.6 $2.6M - $3.51M
77.7K $3.6M
PM
Philip Morris International Inc.

Consumer Defensive
10.8K
+ 59.02%
$149.23 - $184.95 $1.61M - $1.99M
29.1K $5.29M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.16K
+ 2.16%
$108.12 - $135.04 $341K - $426K
149K $20.1M
GM
General Motors CO

Consumer Cyclical
39.4K
+ 22.13%
$42.48 - $50.46 $1.67M - $1.99M
217K $10.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
53.8K
+ 12.78%
$19.6 - $24.44 $1.05M - $1.31M
475K $11.6M
UUUU
Energy Fuels Inc

Energy
63.1K
+ 6.55%
$3.44 - $5.9 $217K - $372K
1.03M $5.9M
MELI
Mercadolibre Inc

Consumer Cyclical
57
+ 1.84%
$1794.73 - $2613.63 $102K - $149K
3.16K $8.26M
MU
Micron Technology Inc

Technology
16.2K
+ 307.02%
$64.72 - $127.91 $1.05M - $2.08M
21.5K $2.65M
VOX
Vanguard Communication Service

ETFs
12.1K
+ 245.23%
$133.12 - $171.03 $1.62M - $2.08M
17.1K $2.92M
PDP
Invesco Exchange Traded Fd Tr

ETFs
3.55K
+ 1.73%
$89.44 - $108.59 $318K - $385K
208K $22.6M
GE
General Electric CO

Industrials
6.25K
+ 67.01%
$166.81 - $257.39 $1.04M - $1.61M
15.6K $4.01M
VBK
Vanguard Small Cap Growth ETF

ETFs
6.53K
+ 54.25%
$219.76 - $276.94 $1.43M - $1.81M
18.6K $5.14M
HD
Home Depot, Inc.

Consumer Cyclical
5.68K
+ 21.59%
$335.24 - $380.78 $1.91M - $2.16M
32K $11.7M
FTCS
First Trust Capital Strength E

ETFs
22.1K
+ 130.24%
$81.6 - $92.39 $1.8M - $2.04M
39.1K $3.55M
GS
Goldman Sachs Group Inc

Financial Services
1.38K
+ 23.11%
$462.22 - $707.75 $636K - $974K
7.33K $5.19M
SOXX
Ishares Semiconductor ETF

ETFs
7.44K
+ 358.46%
$154.86 - $239.07 $1.15M - $1.78M
9.51K $2.27M
CSCO
Cisco Systems, Inc.

Technology
14.5K
+ 13.97%
$53.19 - $69.38 $769K - $1M
118K $8.19M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
141K
+ 44.04%
$10.49 - $12.99 $1.48M - $1.83M
461K $5.86M
FDL
First Tr Morningstar Dividend

ETFs
41.8K
+ 164.12%
$38.19 - $43.19 $1.6M - $1.81M
67.3K $2.82M
BAC
Bank Of America Corp

Financial Services
22.9K
+ 22.39%
$34.39 - $47.46 $789K - $1.09M
125K $5.94M
IWM
Ishares Russell 2000 ETF

ETFs
2.86K
+ 4.72%
$174.82 - $215.79 $499K - $617K
63.4K $13.7M
SPIB
Spdr Portfolio Intermediate Te

ETFs
44.7K
+ 20.28%
$32.62 - $33.58 $1.46M - $1.5M
265K $8.9M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.7K
+ 4.79%
$224.16 - $285.86 $382K - $487K
37.3K $10.7M
NOW
Service Now, Inc.

Technology
1.05K
+ 50.6%
$721.65 - $1040.18 $758K - $1.09M
3.13K $3.22M
MOS
Mosaic CO

Basic Materials
4.91K
+ 3.38%
$22.76 - $36.95 $112K - $181K
150K $5.48M
DIS
Walt Disney CO

Communication Services
5.02K
+ 14.01%
$81.72 - $124.01 $410K - $622K
40.9K $5.07M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15.9K
+ 29.29%
$55.54 - $69.09 $880K - $1.1M
70K $4.83M
IYW
Ishares Dj Us Tech ETF

ETFs
7.88K
+ 270.95%
$122.57 - $173.27 $966K - $1.37M
10.8K $1.87M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
17.4K
+ 38.92%
$59.24 - $71.39 $1.03M - $1.24M
62K $4.42M
EMB
Ishares Tr

ETFs
14.9K
+ 46.43%
$86.54 - $92.62 $1.29M - $1.38M
47K $4.35M
BA
Boeing CO

Industrials
4.13K
+ 31.83%
$136.59 - $217.51 $564K - $897K
17.1K $3.58M
XLV
Select Sector Spdr Fund Health

ETFs
11K
+ 105.75%
$128.77 - $144.3 $1.41M - $1.58M
21.4K $2.88M
UBER
Uber Technologies, Inc

Technology
6.32K
+ 17.66%
$64.62 - $93.3 $408K - $590K
42.1K $3.93M
WFC
Wells Fargo & Company

Financial Services
13.7K
+ 54.52%
$60.98 - $80.12 $838K - $1.1M
38.9K $3.12M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
33.1K
+ 13.4%
$17.76 - $22.1 $588K - $732K
280K $6.19M
IWP
Ishares Russell Mid Cap Growth

ETFs
5.96K
+ 31.84%
$104.34 - $138.68 $622K - $827K
24.7K $3.42M
MSTR
Microstrategy Inc

Technology
2.77K
+ 339.51%
$237.95 - $421.61 $658K - $1.17M
3.58K $1.45M
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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