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
MOS
Mosaic CO

Basic Materials
330
+ 0.23%
$23.08 - $28.8 $7.62K - $9.5K
145K $3.93M
PHYS
Sprott Physical Gold Trust

Financial Services
8.94K
+ 25.76%
$20.25 - $24.06 $181K - $215K
43.7K $1.05M
GNR
Spdr S&P Global Natural Resour

ETFs
2.14K
+ 3.21%
$50.12 - $54.48 $107K - $116K
68.7K $3.66M
BMY
Bristol Myers Squibb CO

Healthcare
4.65K
+ 32.66%
$53.9 - $63.11 $251K - $293K
18.9K $1.15M
UPS
United Parcel Service Inc

Industrials
6.64K
+ 27.7%
$109.66 - $136.26 $729K - $905K
30.6K $3.37M
BSX
Boston Scientific Corp

Healthcare
12
+ 0.04%
$89.38 - $106.18 $1.07K - $1.27K
29.5K $2.98M
LNG
Cheniere Energy, Inc.

Energy
571
+ 4.58%
$209.32 - $253.66 $120K - $145K
13K $3.02M
CBOE
Cboe Global Markets, Inc.

Financial Services
8
+ 0.07%
$190.84 - $226.29 $1.53K - $1.81K
10.9K $2.47M
KLAC
Kla Corp

Technology
457
+ 100.44%
$636.62 - $777.63 $291K - $355K
912 $619K
CI
Cigna Corp

Healthcare
674
+ 32.03%
$274.49 - $329.0 $185K - $222K
2.78K $913K
VOX
Vanguard Communication Service

ETFs
2.33K
+ 88.86%
$147.73 - $169.24 $344K - $394K
4.95K $734K
PRU
Prudential Financial Inc

Financial Services
3.15K
+ 65.67%
$105.04 - $122.33 $331K - $385K
7.95K $887K
GE
General Electric CO

Industrials
39
+ 0.42%
$168.59 - $212.13 $6.58K - $8.27K
9.32K $1.87M
KKR
Kkr & Co. Inc.

Financial Services
5.45K
+ 56.49%
$108.17 - $167.07 $590K - $911K
15.1K $1.75M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.1K
+ 76.86%
$50.87 - $51.09 $310K - $312K
14K $716K
MO
Altria Group, Inc.

Consumer Defensive
363
+ 0.97%
$50.81 - $60.02 $18.4K - $21.8K
37.9K $2.27M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.37K
+ 38.96%
$92.45 - $106.69 $404K - $466K
15.6K $1.45M
PFE
Pfizer Inc

Healthcare
15.6K
+ 19.94%
$25.01 - $27.13 $390K - $423K
93.7K $2.38M
TROW
Price T Rowe Group Inc

Financial Services
4.17K
+ 100.26%
$91.57 - $116.93 $381K - $487K
8.32K $764K
RF
Regions Financial Corp

Financial Services
18.1K
+ 31.6%
$20.84 - $24.77 $377K - $448K
75.4K $1.64M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.28K
+ 3.68%
$73.78 - $76.59 $168K - $175K
64.3K $4.92M
KWEB
Kraneshares Tr Csi China Inter

ETFs
1.22K
+ 2.89%
$27.29 - $38.29 $33.2K - $46.6K
43.4K $1.51M
TTD
Trade Desk, Inc.

Technology
8.67K
+ 282.66%
$53.59 - $126.58 $465K - $1.1M
11.7K $642K
APD
Air Products & Chemicals, Inc.

Basic Materials
903
+ 28.75%
$283.24 - $338.07 $256K - $305K
4.04K $1.19M
VIG
Vanguard Dividend Appreciation

ETFs
1.5K
+ 4.82%
N/A
32.5K $5.92M
PEP
Pepsico Inc

Consumer Defensive
2.15K
+ 8.24%
$142.64 - $156.42 $307K - $336K
28.3K $4.24M
WPC
W. P. Carey Inc.

Real Estate
1.84K
+ 10.52%
$53.5 - $65.05 $98.3K - $119K
19.3K $1.22M
PGR
Progressive Corp

Financial Services
224
+ 4.79%
$235.61 - $291.22 $52.8K - $65.2K
4.9K $1.39M
HD
Home Depot, Inc.

Consumer Cyclical
2.2K
+ 9.11%
$347.25 - $424.87 $764K - $934K
26.3K $9.65M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.1K
+ 21.09%
$247.97 - $296.33 $520K - $621K
12K $3.03M
MPC
Marathon Petroleum Corp

Energy
1.52K
+ 42.56%
$134.72 - $159.03 $205K - $242K
5.1K $742K
WES
Western Midstream Partners, LP

Energy
47
+ 0.05%
$37.87 - $42.89 $1.78K - $2.02K
94K $3.85M
FDL
First Tr Morningstar Dividend

ETFs
3.63K
+ 16.61%
$39.69 - $43.83 $144K - $159K
25.5K $1.11M
SPH
Suburban Propane Partners LP

Utilities
1.04K
+ 1.97%
$17.64 - $22.2 $18.4K - $23.2K
54K $1.14M
SU
Suncor Energy Inc

Energy
1.31K
+ 2.37%
$34.27 - $40.63 $45K - $53.3K
56.8K $2.2M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.36K
+ 68.27%
$47.59 - $48.35 $207K - $211K
10.7K $519K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.45K
+ 43.32%
$68.32 - $75.06 $167K - $184K
8.11K $605K
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.27K
+ 5.45%
$94.86 - $97.12 $215K - $220K
43.8K $4.18M
FTCS
First Trust Capital Strength E

ETFs
2.01K
+ 13.44%
$86.39 - $91.35 $174K - $184K
17K $1.52M
BR
Broadridge Financial Solutions, Inc.

Technology
477
+ 9.05%
$221.46 - $244.83 $106K - $117K
5.75K $1.39M
PAYX
Paychex Inc

Industrials
712
+ 11.99%
$136.06 - $154.52 $96.9K - $110K
6.65K $1.03M
INTC
Intel Corp

Technology
2.29K
+ 4.32%
$19.1 - $27.39 $43.7K - $62.6K
55.2K $1.25M
EHC
Encompass Health Corp

Healthcare
1.65K
+ 71.84%
$91.05 - $102.2 $151K - $169K
3.95K $400K
ALL
Allstate Corp

Financial Services
750
+ 35.71%
$180.99 - $210.18 $136K - $158K
2.85K $590K
TMO
Thermo Fisher Scientific Inc.

Healthcare
606
+ 11.74%
$497.6 - $606.74 $302K - $368K
5.77K $2.87M
SLV
I Shares Silver Trust

ETFs
325
+ 0.87%
$26.93 - $31.32 $8.75K - $10.2K
37.5K $1.16M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.11K
+ 13.21%
$128.74 - $138.67 $143K - $154K
9.54K $1.29M
WELL
Welltower Inc.

Real Estate
410
+ 9.5%
$124.05 - $156.86 $50.9K - $64.3K
4.73K $723K
SHW
Sherwin Williams CO

Basic Materials
170
+ 1.36%
$330.16 - $365.55 $56.1K - $62.1K
12.7K $4.42M
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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