Summit Financial, LLC Incresed Positions in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VHT
Vanguard Health Care ETF

ETFs
961
+ 3.26%
$239.12 - $259.95 $230K - $250K
30.5K $7.91M
VGSH
Vanguard

ETFs
9.8K
+ 280.0%
$58.43 - $58.88 $573K - $577K
13.3K $782K
GNR
Spdr S&P Global Natural Resour

ETFs
2.97K
+ 3.83%
$54.23 - $59.34 $161K - $176K
80.6K $4.77M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15.9K
+ 29.28%
$28.15 - $30.13 $448K - $480K
70.3K $2.08M
NXPI
Nxp Semiconductors N.V.

Technology
2.36K
+ 118.9%
$205.16 - $239.07 $484K - $564K
4.34K $989K
PIM
Putnam Master Intermediate Income Trust

Financial Services
160K
+ 483.39%
$3.29 - $3.49 $527K - $559K
193K $666K
ILF
Ishares Latin America 40 ETF

ETFs
16.5K
+ 60.96%
$24.77 - $28.98 $410K - $479K
43.7K $1.26M
IXUS
Ishares Tr

ETFs
1.43K
+ 1.75%
$76.35 - $82.58 $109K - $118K
83.2K $6.87M
FXU
First Tr Exchange Traded Fd Ut

ETFs
1.42K
+ 0.92%
$41.97 - $45.5 $59.6K - $64.6K
156K $7.11M
AGNC
Agnc Investment Corp.

Real Estate
42.2K
+ 19.84%
$9.2 - $10.37 $388K - $437K
255K $2.49M
MA
Mastercard Inc

Financial Services
789
+ 6.99%
$550.18 - $598.96 $434K - $473K
12.1K $6.87M
LMT
Lockheed Martin Corp

Industrials
684
+ 13.96%
$410.74 - $499.21 $281K - $341K
5.59K $2.79M
TMUS
T Mobile Us, Inc.

Communication Services
2.11K
+ 37.26%
$226.02 - $259.01 $476K - $546K
7.77K $1.86M
GD
General Dynamics Corp

Industrials
685
+ 12.55%
$293.92 - $341.0 $201K - $234K
6.15K $2.1M
BA
Boeing CO

Industrials
1.81K
+ 10.59%
$209.79 - $237.38 $380K - $429K
18.9K $4.08M
FTCS
First Trust Capital Strength E

ETFs
4.13K
+ 10.58%
$89.72 - $93.74 $371K - $387K
43.2K $4.04M
FVD
First Tr Value Line Divid Inde

ETFs
10.1K
+ 70.0%
$44.73 - $46.86 $454K - $475K
24.6K $1.14M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.71K
+ 7.16%
$78.96 - $80.04 $451K - $457K
85.5K $6.83M
AMAT
Applied Materials Inc

Technology
753
+ 5.17%
$156.25 - $204.95 $118K - $154K
15.3K $3.13M
CVS
Cvs Health Corp

Healthcare
3.8K
+ 13.79%
$58.75 - $76.5 $223K - $291K
31.4K $2.37M
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
7.35K
+ 20.44%
$41.35 - $45.87 $304K - $337K
43.3K $1.98M
ASML
Asml Holding Nv

Technology
291
+ 27.82%
$689.63 - $968.09 $201K - $282K
1.34K $1.29M
PFF
Ishares Trust Ishares Pfd And

ETFs
11.3K
+ 10.82%
$30.67 - $32.13 $346K - $363K
116K $3.66M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.15K
+ 15.26%
$205.52 - $234.96 $237K - $271K
8.7K $2.04M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
252
+ 2.51%
$567.09 - $607.37 $143K - $153K
10.3K $6.14M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.88K
+ 2.48%
$52.39 - $53.11 $360K - $365K
284K $15.1M
FDN
First Tr Fd Dow Jones

ETFs
63
+ 0.16%
$264.06 - $287.34 $16.6K - $18.1K
39.3K $11M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.51K
+ 4.43%
$39.8 - $42.86 $179K - $193K
106K $4.54M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
3.83K
+ 61.33%
$90.62 - $107.71 $347K - $413K
10.1K $992K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9.67K
+ 62.2%
$42.75 - $43.37 $414K - $420K
25.2K $1.09M
IYW
Ishares Dj Us Tech ETF

ETFs
899
+ 8.33%
$171.38 - $197.01 $154K - $177K
11.7K $2.29M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.89K
+ 6.28%
$70.77 - $73.59 $275K - $286K
65.9K $4.83M
BGR
Black Rock Energy & Resources Trust

Financial Services
29.7K
+ 180.32%
$13.14 - $13.64 $391K - $406K
46.2K $627K
NEM
Newmont Corp

Basic Materials
1.71K
+ 16.99%
$57.35 - $85.25 $98.2K - $146K
11.8K $993K
DX
Dynex Capital Inc

Real Estate
31.1K
+ 17.35%
$11.85 - $12.93 $368K - $402K
210K $2.58M
IEMG
Ishares Inc

ETFs
7.31K
+ 2.89%
N/A
260K $14M
LLY
Eli Lilly & CO

Healthcare
815
+ 5.8%
$625.65 - $812.69 $510K - $662K
14.9K $11.4M
SCHW
Schwab Charles Corp

Financial Services
2.46K
+ 6.91%
$91.03 - $98.69 $224K - $242K
38K $3.63M
VOX
Vanguard Communication Service

ETFs
525
+ 3.07%
$169.0 - $192.17 $88.7K - $101K
17.6K $3.31M
ETN
Eaton Corp PLC

Industrials
656
+ 8.36%
$342.99 - $392.76 $225K - $258K
8.5K $3.18M
EW
Edwards Lifesciences Corp

Healthcare
4.87K
+ 130.63%
$73.75 - $81.83 $359K - $398K
8.59K $668K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.2K
+ 9.66%
$148.97 - $165.88 $178K - $199K
13.6K $2.24M
XLI
Industrial Sector Spdr

ETFs
1.34K
+ 5.43%
$147.94 - $154.99 $198K - $208K
26K $4.01M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.96K
+ 2.76%
$101.12 - $106.18 $198K - $208K
72.7K $7.49M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.03K
+ 4.11%
$25.29 - $28.33 $102K - $114K
102K $2.84M
GIL
Gildan Activewear Inc.

Consumer Cyclical
4.77K
+ 44.47%
$49.08 - $57.8 $234K - $276K
15.5K $895K
CSX
Csx Corp

Industrials
7.49K
+ 21.41%
$32.05 - $36.52 $240K - $273K
42.5K $1.51M
NET
Cloudflare, Inc.

Technology
1.53K
+ 84.46%
$181.39 - $228.28 $278K - $350K
3.35K $718K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.3K
+ 27.21%
$100.4 - $119.58 $231K - $275K
10.8K $1.19M
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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