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
ROK
Rockwell Automation, Inc

Industrials
2.64K
+ 67.69%
$218.97 - $332.17 $577K - $876K
6.53K $2.17M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.58K
+ 156.2%
$179.95 - $278.88 $644K - $998K
5.87K $1.64M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
19K
+ 7.36%
$51.68 - $52.76 $981K - $1M
277K $14.6M
MO
Altria Group, Inc.

Consumer Defensive
19.5K
+ 51.45%
$55.56 - $60.91 $1.08M - $1.19M
57.3K $3.36M
SKYY
First Trust Cloud Computing Et

ETFs
6.02K
+ 36.14%
$89.46 - $121.64 $539K - $733K
22.7K $2.76M
HON
Honeywell International Inc

Industrials
1.68K
+ 5.66%
$182.86 - $232.88 $308K - $392K
31.4K $7.31M
PANW
Palo Alto Networks Inc

Technology
2.26K
+ 14.67%
$152.44 - $204.64 $345K - $463K
17.7K $3.62M
NTR
Nutrien Ltd.

Basic Materials
2.82K
+ 2.98%
$46.88 - $62.89 $132K - $177K
97.3K $5.67M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.34K
+ 16.46%
$139.8 - $197.22 $326K - $461K
16.5K $3.26M
VFH
Vanguard Financial ETF

ETFs
4.09K
+ 7.14%
$104.87 - $127.3 $429K - $520K
61.4K $7.81M
SHAK
Shake Shack Inc.

Consumer Cyclical
1.79K
+ 13.56%
$75.85 - $140.6 $136K - $251K
15K $2.1M
DAL
Delta Air Lines, Inc.

Industrials
16.3K
+ 80.53%
$35.88 - $52.99 $585K - $864K
36.6K $1.8M
BMI
Badger Meter Inc

Technology
414
+ 2.8%
$170.72 - $254.17 $70.7K - $105K
15.2K $3.72M
MA
Mastercard Inc

Financial Services
1.35K
+ 13.61%
$479.92 - $590.74 $649K - $799K
11.3K $6.34M
SPOT
Spotify Technology S.A.

Communication Services
8
+ 0.2%
$503.3 - $775.9 $4.03K - $6.21K
4.05K $3.11M
URA
Global X Uranium ETF

ETFs
621
+ 1.19%
$20.26 - $38.81 $12.6K - $24.1K
53K $2.06M
IGV
Ishares Expanded Tech Software

ETFs
7.04K
+ 176.93%
$80.15 - $109.5 $564K - $771K
11K $1.21M
SCHA
Schwab Strategic Tr Us Small C

ETFs
28.5K
+ 41.13%
$20.42 - $25.3 $582K - $721K
97.8K $2.47M
WM
Waste Management Inc

Industrials
3.8K
+ 45.43%
$216.47 - $242.1 $823K - $920K
12.2K $2.78M
PEP
Pepsico Inc

Consumer Defensive
10.2K
+ 36.17%
$128.02 - $151.37 $1.31M - $1.55M
38.5K $5.08M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
18.9K
+ 12.39%
$48.13 - $49.85 $911K - $943K
172K $8.42M
PCEF
Invesco Cef Income Composite E

ETFs
41.5K
+ 204.16%
$16.85 - $19.54 $700K - $811K
61.9K $1.21M
SCHR
Schwab Intermediate Term Us Tr

ETFs
28.6K
+ 4.89%
$24.54 - $25.07 $701K - $717K
613K $15.3M
CDNS
Cadence Design Systems Inc

Technology
2.4K
+ 186.47%
$231.64 - $323.08 $555K - $775K
3.68K $1.14M
FXU
First Tr Exchange Traded Fd Ut

ETFs
14.4K
+ 10.25%
$37.86 - $43.29 $545K - $624K
155K $6.57M
SNPS
Synopsys Inc

Technology
1.42K
+ 194.52%
$380.9 - $517.66 $541K - $735K
2.15K $1.1M
V
Visa Inc.

Financial Services
1.67K
+ 4.12%
$308.27 - $373.31 $515K - $623K
42.1K $15M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.91K
+ 51.02%
$272.36 - $339.57 $520K - $648K
5.65K $1.92M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7.09K
+ 17.82%
$81.46 - $94.63 $578K - $671K
46.9K $4.44M
ISRG
Intuitive Surgical Inc

Healthcare
636
+ 7.76%
$451.58 - $565.94 $287K - $360K
8.84K $4.8M
AEM
Agnico Eagle Mines LTD

Basic Materials
5.24K
+ 47.67%
$99.48 - $124.46 $522K - $653K
16.2K $1.93M
KBH
Kb Home

Consumer Cyclical
15.4K
+ 82.52%
$50.15 - $58.93 $772K - $908K
34.1K $1.8M
PHO
Invesco Exchange Traded Fd Tr

ETFs
9.6K
+ 107.68%
$58.13 - $69.92 $558K - $671K
18.5K $1.29M
XLE
Energy Sector Spdr

ETFs
16.8K
+ 20.48%
$76.44 - $94.13 $1.29M - $1.58M
99K $8.4M
FXR
First Trust Industrials/Produc

ETFs
3.54K
+ 3.65%
$60.85 - $74.22 $215K - $263K
100K $7.45M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
64.6K
+ 68.68%
$9.25 - $10.26 $598K - $663K
159K $1.63M
IRM
Iron Mountain Inc

Real Estate
5.7K
+ 92.3%
$76.93 - $105.25 $439K - $600K
11.9K $1.22M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
12.9K
+ 2.57%
$45.12 - $46.23 $583K - $597K
515K $23.8M
DUK
Duke Energy Corp

Utilities
6.06K
+ 50.18%
$112.46 - $124.05 $681K - $751K
18.1K $2.14M
XLY
Select Sector Spdr Consumer Di

ETFs
1.45K
+ 8.21%
$176.34 - $218.59 $256K - $317K
19.1K $4.16M
VIG
Vanguard Dividend Appreciation

ETFs
3.61K
+ 11.09%
N/A
36.1K $6.58M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
603
+ 6.39%
$468.22 - $566.51 $282K - $342K
10K $5.69M
FIW
First Trust Water ETF

ETFs
4.91K
+ 29.37%
$90.26 - $108.05 $443K - $530K
21.6K $2.33M
EMR
Emerson Electric CO

Industrials
1.24K
+ 6.03%
$94.15 - $133.33 $116K - $165K
21.8K $2.9M
LLY
Eli Lilly & CO

Healthcare
1.57K
+ 12.6%
$713.71 - $898.95 $1.12M - $1.41M
14.1K $11M
IBB
Ishares Biotechnology ETF

ETFs
5.16K
+ 111.39%
$112.02 - $129.0 $578K - $666K
9.8K $1.24M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5.18K
+ 270.55%
$103.88 - $123.68 $538K - $641K
7.1K $876K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
6.42K
+ 166.02%
$60.61 - $87.72 $389K - $563K
10.3K $871K
XOM
Exxon Mobil Corp

Energy
19K
+ 14.67%
$99.93 - $119.04 $1.9M - $2.26M
148K $16M
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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