Summit Financial, LLC Incresed Positions in Q1 2025

Summit Financial, LLC

  • $3.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
26.5K
+ 225.02%
$85.55 - $94.34 $2.27M - $2.5M
38.3K $3.47M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
77.6K
+ 24.91%
$27.01 - $28.54 $2.1M - $2.22M
389K $10.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
21.4K
+ 56.88%
$165.25 - $224.62 $3.53M - $4.8M
59K $9.79M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5.72K
+ 78.74%
$408.78 - $448.82 $2.34M - $2.57M
13K $5.45M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
45.1K
+ 17.64%
$42.5 - $46.71 $1.92M - $2.11M
301K $13.6M
CRM
Salesforce, Inc.

Technology
13.2K
+ 70.35%
$268.36 - $359.95 $3.53M - $4.74M
31.9K $8.55M
VZ
Verizon Communications Inc

Communication Services
41.1K
+ 59.16%
$37.81 - $46.49 $1.56M - $1.91M
111K $5.02M
XOM
Exxon Mobil Corp

Energy
7.07K
+ 5.78%
$105.44 - $118.93 $745K - $841K
129K $15.4M
MSA
Msa Safety Inc

Industrials
14.7K
+ 1180.27%
$146.69 - $166.47 $2.16M - $2.45M
16K $2.34M
XLK
Technology Sector Spdr

ETFs
13.5K
+ 51.81%
$206.38 - $242.18 $2.79M - $3.27M
39.6K $8.17M
ABT
Abbott Laboratories

Healthcare
6.9K
+ 11.71%
$111.1 - $140.22 $766K - $967K
65.8K $8.73M
WMT
Walmart Inc.

Consumer Defensive
28.2K
+ 14.62%
$84.5 - $105.05 $2.39M - $2.97M
221K $19.4M
JNJ
Johnson & Johnson

Healthcare
4.75K
+ 8.73%
$142.06 - $167.7 $675K - $797K
59.2K $9.82M
CVX
Chevron Corp

Energy
6.92K
+ 23.73%
$146.71 - $167.97 $1.02M - $1.16M
36.1K $6.04M
XLF
Financial Sector Spdr

ETFs
33K
+ 31.91%
$47.32 - $52.19 $1.56M - $1.72M
136K $6.79M
XLE
Energy Sector Spdr

ETFs
13.4K
+ 19.43%
$85.7 - $93.96 $1.15M - $1.26M
82.2K $7.68M
EMB
Ishares Tr

ETFs
18.9K
+ 143.01%
$88.64 - $92.03 $1.67M - $1.74M
32.1K $2.91M
NFLX
Netflix Inc

Communication Services
952
+ 5.04%
$828.4 - $1058.6 $789K - $1.01M
19.8K $18.5M
CSCO
Cisco Systems, Inc.

Technology
21.3K
+ 25.87%
$58.74 - $64.87 $1.25M - $1.38M
104K $6.39M
GS
Goldman Sachs Group Inc

Financial Services
2.91K
+ 95.73%
$524.81 - $672.19 $1.53M - $1.96M
5.95K $3.25M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
25.6K
+ 11.0%
$51.52 - $52.37 $1.32M - $1.34M
258K $13.5M
SUN
Sunoco LP

Energy
16.7K
+ 21.89%
$51.29 - $59.25 $858K - $991K
93.2K $5.41M
XLC
Select Sector Spdr Tr Communic

ETFs
14.9K
+ 154.93%
$94.84 - $105.31 $1.42M - $1.57M
24.6K $2.37M
EFG
Msci Eafe Growth ETF

ETFs
13.5K
+ 232.23%
$96.1 - $106.37 $1.3M - $1.43M
19.3K $1.93M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
424
+ 13.96%
$1187.71 - $1432.58 $504K - $607K
3.46K $4.96M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
26K
+ 12.2%
$49.78 - $53.19 $1.29M - $1.38M
239K $12.2M
MELI
Mercadolibre Inc

Consumer Cyclical
274
+ 9.68%
$1739.0 - $2260.0 $476K - $619K
3.11K $6.06M
UBER
Uber Technologies, Inc

Technology
13K
+ 57.19%
$63.17 - $81.49 $823K - $1.06M
35.8K $2.61M
CTAS
Cintas Corp

Industrials
5.63K
+ 292.88%
$182.09 - $208.14 $1.03M - $1.17M
7.56K $1.55M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
9.26K
+ 15.16%
$34.58 - $45.97 $320K - $425K
70.3K $3.23M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.06K
+ 9.16%
$182.82 - $196.21 $924K - $992K
60.3K $11.3M
PG
Procter & Gamble CO

Consumer Defensive
5.65K
+ 14.54%
$158.56 - $176.26 $896K - $996K
44.5K $7.59M
SKYY
First Trust Cloud Computing Et

ETFs
11.2K
+ 204.03%
$102.23 - $131.18 $1.14M - $1.47M
16.7K $1.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.2K
+ 10.89%
$126.11 - $135.06 $908K - $973K
73.3K $9.46M
SPIB
Spdr Portfolio Intermediate Te

ETFs
27.6K
+ 14.31%
$32.5 - $33.3 $896K - $918K
220K $7.32M
TRGP
Targa Resources Corp.

Energy
4.46K
+ 96.62%
$178.44 - $217.22 $796K - $969K
9.08K $1.82M
ITA
Ishares Tr

ETFs
5.72K
+ 133.48%
$144.84 - $159.5 $829K - $912K
10K $1.53M
FBT
First Trust Nyse Arca Biotechn

ETFs
5.27K
+ 220.06%
$164.86 - $182.19 $868K - $959K
7.66K $1.3M
PPA
Invesco Exchange Traded Fd Tr

ETFs
7.63K
+ 415.74%
$113.59 - $123.29 $867K - $941K
9.47K $1.1M
CEG
Constellation Energy Corp

Utilities
5.3K
+ 66.67%
$201.63 - $347.44 $1.07M - $1.84M
13.3K $2.67M
IXUS
Ishares Tr

ETFs
7.91K
+ 10.56%
$65.06 - $72.31 $515K - $572K
82.8K $5.78M
FIW
First Trust Water ETF

ETFs
8.21K
+ 96.59%
$99.48 - $106.74 $817K - $876K
16.7K $1.68M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
14.5K
+ 273.67%
$52.16 - $56.68 $754K - $819K
19.7K $1.1M
CB
Chubb LTD

Financial Services
1.33K
+ 8.85%
$257.71 - $301.99 $343K - $402K
16.4K $4.94M
ORI
Old Republic International Corp

Financial Services
19.4K
+ 322.59%
$33.46 - $39.22 $649K - $761K
25.4K $997K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
6.74K
+ 22.33%
$87.68 - $94.52 $591K - $637K
36.9K $3.46M
BAC
Bank Of America Corp

Financial Services
22.4K
+ 27.92%
$39.61 - $47.74 $886K - $1.07M
103K $4.28M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.75K
+ 5.28%
$79.17 - $82.04 $534K - $554K
135K $11M
AEP
American Electric Power CO Inc

Utilities
2.14K
+ 7.19%
$90.32 - $109.27 $193K - $234K
31.9K $3.48M
Activity Summary
Buys All Purchases 520 New Holdings 106 Increased Positions 414 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 0 Puts 0
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