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
VALE
Vale S.A.

Basic Materials
62.3K
+ 239.29%
$8.26 - $10.1 $515K - $629K
88.3K $857K
INDY
Ishares India 50 ETF

ETFs
2.57K
+ 2.03%
$48.44 - $54.73 $124K - $140K
129K $7.02M
SO
Southern CO

Utilities
6.28K
+ 7.82%
$84.91 - $92.56 $533K - $581K
86.5K $7.94M
DELL
Dell Technologies Inc.

Technology
2.98K
+ 46.42%
$71.63 - $125.98 $213K - $375K
9.39K $1.15M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
3.05K
+ 3.66%
$75.06 - $87.96 $229K - $268K
86.2K $7.58M
PAYX
Paychex Inc

Industrials
4.24K
+ 63.74%
$137.01 - $159.78 $581K - $677K
10.9K $1.58M
GNR
Spdr S&P Global Natural Resour

ETFs
8.91K
+ 12.97%
$45.66 - $55.03 $407K - $490K
77.6K $4.21M
ARCC
Ares Capital Corp

Financial Services
25.3K
+ 65.87%
$18.91 - $22.43 $478K - $567K
63.7K $1.4M
SPGI
S&P Global Inc.

Financial Services
619
+ 5.47%
$438.31 - $527.29 $271K - $326K
11.9K $6.3M
BSX
Boston Scientific Corp

Healthcare
3.22K
+ 10.93%
$89.7 - $107.41 $289K - $346K
32.7K $3.51M
NSC
Norfolk Southern Corp

Industrials
1.97K
+ 110.45%
$206.34 - $257.46 $406K - $506K
3.75K $958K
URI
United Rentals, Inc.

Industrials
29
+ 0.71%
$551.94 - $753.4 $16K - $21.8K
4.09K $3.08M
STZ
Constellation Brands, Inc.

Consumer Defensive
3.42K
+ 277.02%
$160.0 - $195.62 $548K - $670K
4.66K $758K
XLC
Select Sector Spdr Tr Communic

ETFs
2.16K
+ 8.79%
$86.13 - $108.53 $186K - $235K
26.7K $2.9M
PFE
Pfizer Inc

Healthcare
25.8K
+ 27.5%
$21.59 - $24.84 $556K - $640K
119K $2.9M
GDV
Gabelli Dividend & Income Trust

Financial Services
16.7K
+ 38.29%
$21.11 - $26.01 $353K - $435K
60.4K $1.57M
QCOM
Qualcomm Inc

Technology
2.49K
+ 12.55%
$124.66 - $159.48 $310K - $397K
22.3K $3.55M
ARKW
Ark Next Generation Internet E

ETFs
1.04K
+ 15.57%
$82.77 - $147.9 $86.2K - $154K
7.73K $1.14M
FCX
Freeport Mcmoran Inc

Basic Materials
5.23K
+ 10.22%
$29.15 - $44.46 $152K - $232K
56.4K $2.44M
SLV
I Shares Silver Trust

ETFs
13.3K
+ 35.55%
$27.08 - $33.74 $361K - $449K
50.8K $1.67M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
29.2K
+ 170.05%
$17.7 - $20.39 $518K - $596K
46.4K $854K
CVX
Chevron Corp

Energy
9.55K
+ 26.48%
$133.73 - $168.51 $1.28M - $1.61M
45.6K $6.53M
GD
General Dynamics Corp

Industrials
1.44K
+ 35.92%
$247.68 - $291.66 $357K - $421K
5.46K $1.59M
NKE
Nike, Inc.

Consumer Cyclical
5.19K
+ 30.68%
$53.27 - $72.04 $277K - $374K
22.1K $1.57M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.25K
+ 22.14%
$149.56 - $212.83 $187K - $267K
6.91K $1.47M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
6.53K
+ 2.17%
$36.2 - $38.97 $236K - $255K
308K $12M
VZ
Verizon Communications Inc

Communication Services
16.2K
+ 14.66%
$41.67 - $45.62 $676K - $740K
127K $5.49M
BNDX
Vanguard Total International B

ETFs
8.71K
+ 86.59%
$48.77 - $49.55 $425K - $432K
18.8K $929K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
2.34K
+ 4.27%
$48.22 - $60.41 $113K - $141K
57K $3.41M
AMGN
Amgen Inc

Healthcare
2.77K
+ 25.06%
$262.28 - $309.85 $727K - $859K
13.8K $3.86M
KO
Coca Cola CO

Consumer Defensive
7.27K
+ 6.37%
$68.37 - $73.9 $497K - $537K
121K $8.58M
MSA
Msa Safety Inc

Industrials
484
+ 3.03%
$130.21 - $169.16 $63K - $81.9K
16.4K $2.76M
CCL
Carnival Corp

Consumer Cyclical
3.62K
+ 10.0%
$16.43 - $28.12 $59.4K - $102K
39.8K $1.12M
GILD
Gilead Sciences, Inc.

Healthcare
3.91K
+ 18.73%
$96.91 - $113.0 $379K - $442K
24.8K $2.75M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9.38K
+ 151.95%
$40.82 - $43.14 $383K - $405K
15.6K $670K
APH
Amphenol Corp

Technology
719
+ 7.24%
$59.09 - $98.75 $42.5K - $71K
10.6K $1.05M
OXY
Occidental Petroleum Corp

Energy
11.1K
+ 111.23%
$36.11 - $49.33 $402K - $549K
21.1K $887K
MRK
Merck & Co., Inc.

Healthcare
18.4K
+ 18.32%
$73.47 - $87.12 $1.35M - $1.6M
119K $9.38M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.35K
+ 80.13%
$180.84 - $240.32 $244K - $324K
3.03K $727K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
603
+ 3.77%
$104.23 - $134.39 $62.9K - $81K
16.6K $2.23M
VV
Vanguard Large Cap ETF

ETFs
508
+ 6.22%
$228.25 - $285.3 $116K - $145K
8.67K $2.47M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 1.35%
$4164.15 - $5789.24 $16.7K - $23.2K
301 $1.74M
FNDE
Schwab Fundamental Emerging Mk

ETFs
10.3K
+ 75.63%
$26.66 - $33.09 $275K - $341K
23.9K $789K
WMB
Williams Companies, Inc.

Energy
1.86K
+ 2.25%
$54.33 - $62.87 $101K - $117K
84.5K $5.31M
TXN
Texas Instruments Inc

Technology
1.84K
+ 8.25%
N/A
24.2K $4.71M
IVE
Ishares S&P 500 Value ETF

ETFs
1.71K
+ 34.84%
$168.34 - $195.42 $289K - $335K
6.63K $1.3M
VXF
Vanguard Extended Market ETF

ETFs
184
+ 1.18%
$150.43 - $192.71 $27.7K - $35.5K
15.8K $3.05M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
5.75K
+ 4.11%
$49.79 - $50.59 $286K - $291K
146K $7.37M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
4.1K
+ 190.47%
$90.21 - $112.66 $370K - $462K
6.25K $569K
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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