Summit Financial, LLC Incresed Positions in Q4 2024

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SLV
I Shares Silver Trust

ETFs
25.2K
+ 210.32%
$26.33 - $31.74 $663K - $799K
37.1K $978K
VCIT
Vanguard Intermediate Term Cor

ETFs
12.9K
+ 11.18%
$80.13 - $83.77 $1.03M - $1.08M
128K $10.3M
RY
Royal Bank Of Canada

Financial Services
5.28K
+ 163.26%
$119.72 - $128.02 $632K - $676K
8.52K $1.03M
SUB
Ishares Short Term National Mu

ETFs
5.87K
+ 65.45%
$104.94 - $106.2 $616K - $623K
14.8K $1.56M
DVN
Devon Energy Corp

Energy
20.2K
+ 168.37%
$30.52 - $42.96 $616K - $867K
32.2K $1.05M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
6K
+ 244.0%
$104.5 - $125.64 $627K - $754K
8.46K $883K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.32K
+ 25.81%
$173.13 - $258.09 $229K - $341K
6.43K $1.48M
SCHW
Schwab Charles Corp

Financial Services
3.83K
+ 12.11%
$63.31 - $82.85 $242K - $317K
35.4K $2.62M
ABBV
Abb Vie Inc.

Healthcare
7.66K
+ 19.12%
$164.99 - $203.87 $1.26M - $1.56M
47.7K $8.48M
VZ
Verizon Communications Inc

Communication Services
20.2K
+ 40.99%
$39.6 - $45.21 $800K - $914K
69.5K $2.78M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.57K
+ 70.85%
$100.22 - $100.73 $558K - $561K
13.4K $1.35M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
967
+ 12.07%
$563.99 - $620.12 $545K - $600K
8.98K $5.12M
EQIX
Equinix Inc

Real Estate
552
+ 164.78%
$865.69 - $985.0 $478K - $544K
887 $836K
NOW
Service Now, Inc.

Technology
223
+ 12.39%
$867.18 - $1148.42 $193K - $256K
2.02K $2.14M
MUB
Ishares National Muni Bond ETF

ETFs
7.07K
+ 5.95%
$105.78 - $108.7 $748K - $769K
126K $13.4M
XLRE
Select Sector Spdr Tr Real Est

ETFs
13K
+ 145.13%
$40.06 - $45.21 $520K - $587K
21.9K $891K
GLW
Corning Inc

Technology
9.47K
+ 190.73%
$44.11 - $49.76 $418K - $471K
14.4K $685K
BSX
Boston Scientific Corp

Healthcare
3.43K
+ 13.16%
$83.62 - $91.5 $287K - $314K
29.5K $2.63M
MDT
Medtronic PLC

Healthcare
7.25K
+ 55.42%
$79.61 - $92.24 $577K - $669K
20.3K $1.62M
PHYS
Sprott Physical Gold Trust

Financial Services
22.2K
+ 178.3%
$19.66 - $21.66 $437K - $482K
34.7K $699K
GD
General Dynamics Corp

Industrials
2.14K
+ 59.75%
$260.28 - $314.03 $556K - $671K
5.72K $1.51M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
19.7K
+ 47.73%
$33.77 - $44.09 $666K - $870K
61K $2.07M
MO
Altria Group, Inc.

Consumer Defensive
7.23K
+ 23.89%
$49.06 - $57.74 $355K - $417K
37.5K $1.96M
SYY
Sysco Corp

Consumer Defensive
5.49K
+ 166.63%
$73.63 - $81.77 $404K - $449K
8.79K $671K
WFC
Wells Fargo & Company

Financial Services
1.28K
+ 5.6%
$54.98 - $77.35 $70.1K - $98.6K
24K $1.69M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
9.73K
+ 7.08%
$49.58 - $50.28 $483K - $489K
147K $7.32M
KKR
Kkr & Co. Inc.

Financial Services
1.66K
+ 20.79%
$129.87 - $162.87 $216K - $271K
9.65K $1.43M
JEF
Jefferies Financial Group Inc.

Financial Services
104
+ 0.48%
$61.95 - $81.75 $6.44K - $8.5K
21.7K $1.7M
TIP
Ishares Tr Tips Bd ETF

ETFs
4.45K
+ 15.55%
$106.33 - $110.69 $473K - $492K
33.1K $3.52M
SHAK
Shake Shack Inc.

Consumer Cyclical
139
+ 1.07%
$101.73 - $138.76 $14.1K - $19.3K
13.1K $1.7M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
996
+ 5.12%
$278.19 - $315.36 $277K - $314K
20.5K $5.89M
GS
Goldman Sachs Group Inc

Financial Services
251
+ 8.99%
$486.1 - $608.57 $122K - $153K
3.04K $1.74M
WEC
Wec Energy Group, Inc.

Utilities
3.83K
+ 62.9%
$92.94 - $101.82 $356K - $390K
9.91K $932K
NVO
Novo Nordisk A S

Healthcare
5.84K
+ 122.11%
$85.0 - $120.04 $496K - $701K
10.6K $913K
CBSH
Commerce Bancshares Inc

Financial Services
2.79K
+ 4.94%
$57.04 - $74.36 $159K - $208K
59.2K $3.69M
SLB
Schlumberger Limited

Energy
10.2K
+ 52.04%
$36.83 - $45.59 $375K - $464K
29.7K $1.14M
FTNT
Fortinet, Inc.

Technology
2.43K
+ 55.48%
$76.49 - $99.21 $186K - $241K
6.82K $644K
BDX
Becton Dickinson & CO

Healthcare
1.45K
+ 53.78%
$220.02 - $243.75 $318K - $352K
4.13K $937K
NUE
Nucor Corp

Basic Materials
3K
+ 170.62%
$115.78 - $167.74 $347K - $503K
4.75K $554K
ITA
Ishares Tr

ETFs
2.06K
+ 92.28%
$144.31 - $157.31 $297K - $324K
4.29K $622K
UAL
United Airlines Holdings, Inc.

Industrials
243
+ 3.79%
$55.62 - $102.44 $13.5K - $24.9K
6.66K $646K
COP
Conocophillips

Energy
4.28K
+ 18.02%
$95.12 - $114.72 $407K - $491K
28K $2.78M
PRU
Prudential Financial Inc

Financial Services
2.39K
+ 99.25%
$114.59 - $129.52 $274K - $310K
4.8K $568K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.17K
+ 23.95%
$94.43 - $105.47 $205K - $229K
11.2K $1.14M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.38K
+ 2.28%
$61.68 - $67.87 $270K - $297K
196K $12.2M
VGT
Vanguard Information Technolog

ETFs
281
+ 10.36%
$571.78 - $647.97 $161K - $182K
2.99K $1.86M
EOG
Eog Resources Inc

Energy
2.25K
+ 15.59%
$118.22 - $136.54 $266K - $307K
16.7K $2.05M
WM
Waste Management Inc

Industrials
1.48K
+ 29.9%
$201.79 - $228.46 $299K - $338K
6.43K $1.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.6K
+ 8.25%
$71.75 - $75.11 $546K - $571K
99.7K $7.17M
Activity Summary
Buys All Purchases 491 New Holdings 122 Increased Positions 369 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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