Summit Financial, LLC Incresed Positions in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
10.8K
+ 25.75%
$86.91 - $99.57 $942K - $1.08M
53K $5.19M
SLV
I Shares Silver Trust

ETFs
18.1K
+ 35.66%
$32.73 - $42.5 $593K - $770K
68.9K $2.92M
PLD
Prologis, Inc.

Real Estate
9.81K
+ 98.15%
$104.08 - $115.35 $1.02M - $1.13M
19.8K $2.27M
IWP
Ishares Russell Mid Cap Growth

ETFs
7.79K
+ 31.53%
$137.51 - $145.26 $1.07M - $1.13M
32.5K $4.62M
WFC
Wells Fargo & Company

Financial Services
12.5K
+ 32.23%
$77.05 - $85.16 $967K - $1.07M
51.5K $4.32M
CCJ
Cameco Corp

Energy
124
+ 0.1%
$70.47 - $86.89 $8.74K - $10.8K
121K $10.2M
CVX
Chevron Corp

Energy
3.86K
+ 8.46%
$145.57 - $161.83 $562K - $625K
49.5K $7.69M
TJX
Tjx Companies Inc

Consumer Cyclical
723
+ 1.49%
$121.35 - $144.54 $87.7K - $105K
49.2K $7.11M
DIS
Walt Disney CO

Communication Services
13.2K
+ 32.23%
$112.25 - $124.0 $1.48M - $1.63M
54K $6.19M
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
460K
+ 1524.35%
$2.41 - $3.02 $1.11M - $1.39M
491K $1.18M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.72K
+ 122.69%
$236.25 - $257.69 $878K - $957K
6.74K $1.73M
AXP
American Express CO

Financial Services
1.6K
+ 4.84%
$294.27 - $342.31 $472K - $549K
34.8K $11.6M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
11.9K
+ 116.72%
$72.04 - $77.35 $860K - $923K
22.2K $1.7M
WST
West Pharmaceutical Services Inc

Healthcare
1.61K
+ 13.73%
$210.08 - $279.1 $337K - $448K
13.3K $3.49M
ITA
Ishares Tr

ETFs
2.05K
+ 8.45%
$184.73 - $209.26 $378K - $428K
26.2K $5.49M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6.1K
+ 64.84%
$136.48 - $142.97 $832K - $871K
15.5K $2.17M
ACWI
Ishares Msci Acwi ETF

ETFs
5.41K
+ 37.0%
$128.32 - $138.41 $694K - $748K
20K $2.77M
C
Citigroup Inc

Financial Services
5.25K
+ 25.42%
$85.57 - $103.49 $449K - $543K
25.9K $2.63M
MS
Morgan Stanley

Financial Services
173
+ 0.37%
$139.09 - $161.16 $24.1K - $27.9K
46.7K $7.42M
URI
United Rentals, Inc.

Industrials
43
+ 1.05%
$774.14 - $975.23 $33.3K - $41.9K
4.13K $3.95M
EBAY
Ebay Inc

Consumer Cyclical
8.89K
+ 313.69%
$75.33 - $100.77 $670K - $896K
11.7K $1.07M
FDL
First Tr Morningstar Dividend

ETFs
16.9K
+ 25.11%
$41.96 - $44.59 $709K - $753K
84.2K $3.65M
CSCO
Cisco Systems, Inc.

Technology
13.7K
+ 11.58%
$66.2 - $71.79 $905K - $981K
132K $9.01M
PEP
Pepsico Inc

Consumer Defensive
3.5K
+ 9.1%
$133.81 - $152.16 $468K - $533K
42K $5.9M
MDT
Medtronic PLC

Healthcare
6.17K
+ 27.0%
$87.67 - $95.74 $541K - $590K
29K $2.76M
PANW
Palo Alto Networks Inc

Technology
3.87K
+ 21.91%
$167.06 - $208.19 $647K - $806K
21.5K $4.39M
FNDE
Schwab Fundamental Emerging Mk

ETFs
19.1K
+ 79.96%
$33.13 - $36.31 $634K - $695K
43.1K $1.56M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.98K
+ 10.63%
$94.17 - $99.95 $469K - $498K
51.9K $5.19M
NEE
Nextera Energy Inc

Utilities
2.17K
+ 2.27%
$69.77 - $77.54 $151K - $168K
97.6K $7.37M
FPE
First Tr Pfd Secs & Income ETF

ETFs
27.6K
+ 5.14%
$17.81 - $18.39 $492K - $508K
565K $10.3M
HYG
Ishares Tr

ETFs
8.51K
+ 11.65%
$79.85 - $81.32 $680K - $692K
81.5K $6.62M
MO
Altria Group, Inc.

Consumer Defensive
4.59K
+ 8.01%
$57.75 - $67.68 $265K - $311K
61.9K $4.09M
EMR
Emerson Electric CO

Industrials
5.88K
+ 27.01%
$128.6 - $149.63 $756K - $879K
27.6K $3.62M
QTEC
First Trust Nasdaq 100 Technol

ETFs
2.59K
+ 37.52%
$208.95 - $229.72 $542K - $596K
9.51K $2.18M
DAL
Delta Air Lines, Inc.

Industrials
7.6K
+ 20.8%
$49.0 - $61.97 $373K - $471K
44.2K $2.51M
MRK
Merck & Co., Inc.

Healthcare
1.69K
+ 1.42%
$77.6 - $87.37 $131K - $147K
120K $10.1M
SCCO
Southern Copper Corp

Basic Materials
428
+ 1.34%
$90.54 - $121.36 $38.8K - $51.9K
32.4K $3.93M
GLW
Corning Inc

Technology
2.45K
+ 14.5%
$51.6 - $82.03 $126K - $201K
19.3K $1.59M
IGV
Ishares Expanded Tech Software

ETFs
5.32K
+ 48.25%
$105.96 - $117.79 $563K - $626K
16.3K $1.88M
STX
Seagate Technology Holdings PLC

Technology
42
+ 0.58%
$142.01 - $236.06 $5.96K - $9.91K
7.27K $1.72M
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.74K
+ 1.07%
$55.81 - $60.32 $97K - $105K
165K $9.77M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
15K
+ 113.81%
$30.06 - $36.69 $451K - $551K
28.2K $1.03M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
10.5K
+ 3.41%
$38.58 - $40.06 $405K - $420K
318K $12.6M
IGM
Ishares Expanded Tech Sector E

ETFs
4.37K
+ 67.71%
$110.96 - $127.67 $484K - $557K
10.8K $1.36M
VBK
Vanguard Small Cap Growth ETF

ETFs
847
+ 4.56%
$276.51 - $305.12 $234K - $258K
19.4K $5.78M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.86K
+ 92.26%
$185.88 - $207.44 $532K - $594K
5.96K $1.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.5K
+ 2.62%
$87.29 - $93.61 $218K - $234K
98.1K $9.16M
MUB
Ishares National Muni Bond ETF

ETFs
4.38K
+ 6.16%
$103.24 - $106.68 $452K - $467K
75.5K $8.04M
URA
Global X Uranium ETF

ETFs
2.6K
+ 4.91%
$36.45 - $50.4 $94.8K - $131K
55.6K $2.65M
Activity Summary
Buys All Purchases 941 New Holdings 460 Increased Positions 481 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
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