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
SCHG
Schwab Strategic Tr Us Large C

ETFs
56.7K
+ 23.41%
$24.91 - $29.02 $1.41M - $1.65M
299K $7.48M
LOW
Lowes Companies Inc

Consumer Cyclical
3.67K
+ 36.64%
$222.66 - $268.42 $816K - $984K
13.7K $3.19M
UNH
Unitedhealth Group Inc

Healthcare
520
+ 2.1%
$461.52 - $548.18 $240K - $285K
25.2K $13.2M
MCD
Mcdonalds Corp

Consumer Cyclical
919
+ 4.98%
$279.74 - $321.29 $257K - $295K
19.4K $6.06M
SCCO
Southern Copper Corp

Basic Materials
6.69K
+ 21.37%
$85.92 - $101.48 $575K - $679K
38K $3.55M
IT
Gartner Inc

Technology
1.75K
+ 289.42%
$418.25 - $548.38 $732K - $960K
2.36K $988K
AMGN
Amgen Inc

Healthcare
492
+ 4.66%
$258.59 - $327.36 $127K - $161K
11.1K $3.45M
PDI
Pimco Dynamic Income Fund

Financial Services
5.22K
+ 1.3%
$18.51 - $20.05 $96.6K - $105K
406K $8.04M
LLY
Eli Lilly & CO

Healthcare
20
+ 0.16%
$725.72 - $929.72 $14.5K - $18.6K
12.5K $10.3M
MMM
3 M CO

Industrials
4.04K
+ 81.75%
$129.7 - $155.12 $524K - $626K
8.98K $1.32M
AMP
Ameriprise Financial Inc

Financial Services
1.9K
+ 37.68%
$472.29 - $575.13 $897K - $1.09M
6.94K $3.36M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
11K
+ 33.22%
$59.78 - $60.03 $658K - $661K
44.1K $2.64M
QCOM
Qualcomm Inc

Technology
4.23K
+ 27.07%
$151.94 - $175.86 $642K - $743K
19.8K $3.05M
ACWI
Ishares Msci Acwi ETF

ETFs
5.6K
+ 51.26%
$115.16 - $124.13 $645K - $696K
16.5K $1.92M
WM
Waste Management Inc

Industrials
1.93K
+ 30.04%
$200.54 - $233.78 $388K - $452K
8.37K $1.94M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.71K
+ 7.43%
$105.1 - $109.61 $495K - $516K
68.1K $7.4M
SIL
Global X Silver Miners ETF

ETFs
234
+ 0.29%
$31.91 - $40.68 $7.47K - $9.52K
81.1K $3.2M
SPYG
Spdr Portfolio

ETFs
22.1K
+ 14.34%
$80.05 - $92.39 $1.77M - $2.04M
176K $14.2M
RSG
Republic Services, Inc.

Industrials
478
+ 4.23%
$200.09 - $242.16 $95.6K - $116K
11.8K $2.85M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.3K
+ 13.39%
$308.86 - $455.36 $402K - $593K
11K $3.89M
NTR
Nutrien Ltd.

Basic Materials
1.98K
+ 2.14%
$45.28 - $53.84 $89.8K - $107K
94.5K $4.69M
GILD
Gilead Sciences, Inc.

Healthcare
1.46K
+ 7.51%
$89.14 - $117.41 $130K - $171K
20.9K $2.34M
TMUS
T Mobile Us, Inc.

Communication Services
1.42K
+ 39.5%
$211.3 - $272.83 $299K - $386K
5K $1.33M
NEE
Nextera Energy Inc

Utilities
8.36K
+ 10.01%
$66.96 - $76.16 $560K - $637K
91.9K $6.51M
WMB
Williams Companies, Inc.

Energy
965
+ 1.18%
$54.02 - $61.09 $52.1K - $59K
82.6K $4.94M
ADP
Automatic Data Processing Inc

Industrials
870
+ 4.5%
$286.85 - $318.64 $250K - $277K
20.2K $6.18M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.62K
+ 16.43%
$90.0 - $96.32 $506K - $541K
39.8K $3.67M
XLY
Select Sector Spdr Consumer Di

ETFs
4.38K
+ 32.87%
$192.6 - $233.2 $843K - $1.02M
17.7K $3.49M
C
Citigroup Inc

Financial Services
6.7K
+ 44.89%
$67.23 - $84.63 $451K - $567K
21.6K $1.54M
TXN
Texas Instruments Inc

Technology
2.49K
+ 12.52%
N/A
22.3K $4.35M
GOLD
Barrick Gold Corp

Basic Materials
13.9K
+ 27.06%
$15.45 - $19.56 $215K - $272K
65.4K $1.27M
PAYC
Paycom Software, Inc.

Technology
1.98K
+ 160.88%
$199.42 - $225.82 $395K - $448K
3.21K $702K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
150
+ 1.15%
$208.48 - $244.03 $31.3K - $36.6K
13.2K $3.21M
COP
Conocophillips

Energy
2.7K
+ 9.64%
$88.6 - $105.85 $239K - $286K
30.7K $3.22M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.42K
+ 14.83%
$79.66 - $108.41 $113K - $154K
11K $1.19M
TSCO
Tractor Supply CO

Consumer Cyclical
7.25K
+ 34.37%
$51.66 - $57.94 $375K - $420K
28.3K $1.56M
ETN
Eaton Corp PLC

Industrials
3.05K
+ 45.8%
$271.83 - $371.23 $830K - $1.13M
9.72K $2.64M
PSLV
Sprott Physical Silver Trust

Financial Services
19.9K
+ 19.61%
$9.86 - $11.68 $196K - $232K
121K $1.41M
SBUX
Starbucks Corp

Consumer Cyclical
1.8K
+ 5.1%
$91.75 - $115.81 $165K - $209K
37.1K $3.64M
FEX
First Tr Large Cap Core Alphde

ETFs
4.23K
+ 49.92%
$99.27 - $109.89 $420K - $465K
12.7K $1.3M
UNP
Union Pacific Corp

Industrials
1.16K
+ 6.79%
$225.21 - $254.42 $262K - $296K
18.3K $4.33M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.09K
+ 18.12%
$102.49 - $119.96 $932K - $1.09M
59.3K $6.2M
EPD
Enterprise Products Partners L.P.

Energy
514
+ 0.36%
$31.75 - $34.14 $16.3K - $17.5K
143K $4.88M
APO
Apollo Global Management, Inc.

Financial Services
4.62K
+ 59.32%
$126.01 - $172.06 $582K - $795K
12.4K $1.7M
MDT
Medtronic PLC

Healthcare
2.23K
+ 10.95%
$79.84 - $94.5 $178K - $210K
22.6K $2.03M
MCK
Mckesson Corp

Healthcare
390
+ 28.95%
$566.21 - $672.99 $221K - $262K
1.74K $1.17M
CMS
Cms Energy Corp

Utilities
4.26K
+ 52.03%
$64.99 - $75.11 $277K - $320K
12.4K $934K
DE
Deere & CO

Industrials
172
+ 2.55%
$408.57 - $509.27 $70.3K - $87.6K
6.92K $3.25M
IJS
Ishares S&P Smallcap 600 Value

ETFs
6.16K
+ 32.3%
$96.3 - $112.23 $593K - $692K
25.2K $2.46M
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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