Summit Financial, LLC Incresed Positions in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KWEB
Kraneshares Tr Csi China Inter

ETFs
1.51K
+ 3.91%
$33.63 - $42.59 $50.6K - $64.1K
40K $1.68M
XLC
Select Sector Spdr Tr Communic

ETFs
749
+ 2.8%
$105.99 - $119.41 $79.4K - $89.4K
27.5K $3.25M
AEP
American Electric Power CO Inc

Utilities
688
+ 2.27%
$103.26 - $115.0 $71K - $79.1K
31K $3.49M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
8.42K
+ 74.98%
$37.14 - $37.85 $313K - $319K
19.7K $742K
LNG
Cheniere Energy, Inc.

Energy
1.85K
+ 13.8%
$222.68 - $244.28 $412K - $452K
15.3K $3.58M
VXF
Vanguard Extended Market ETF

ETFs
245
+ 1.55%
$193.58 - $213.07 $47.4K - $52.2K
16.1K $3.37M
F
Ford Motor CO

Consumer Cyclical
20.7K
+ 46.4%
$10.82 - $12.09 $223K - $250K
65.2K $779K
CEG
Constellation Energy Corp

Utilities
596
+ 3.74%
$298.82 - $354.89 $178K - $212K
16.5K $5.44M
RDNT
Rad Net, Inc.

Healthcare
957
+ 8.37%
$52.53 - $77.24 $50.3K - $73.9K
12.4K $944K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
4.82K
+ 14.84%
$59.81 - $60.11 $288K - $290K
37.3K $2.24M
GILD
Gilead Sciences, Inc.

Healthcare
2.57K
+ 10.35%
$108.22 - $120.47 $278K - $309K
27.4K $3.04M
TRV
Travelers Companies, Inc.

Financial Services
949
+ 57.76%
$250.62 - $279.43 $238K - $265K
2.59K $723K
PFE
Pfizer Inc

Healthcare
5.09K
+ 4.26%
$23.29 - $25.88 $118K - $132K
125K $3.17M
UAL
United Airlines Holdings, Inc.

Industrials
1.59K
+ 22.23%
$80.05 - $109.36 $127K - $173K
8.72K $841K
PBA
Pembina Pipeline Corp

Energy
354
+ 0.42%
$35.5 - $40.58 $12.6K - $14.4K
84.8K $3.43M
FDIS
Fidelity Covington Tr Msci Con

ETFs
1.76K
+ 21.29%
$93.41 - $104.11 $165K - $183K
10K $1.03M
JEF
Jefferies Financial Group Inc.

Financial Services
142
+ 0.64%
$54.67 - $70.36 $7.76K - $9.99K
22.3K $1.46M
UPS
United Parcel Service Inc

Industrials
8.53K
+ 31.55%
$82.58 - $105.54 $704K - $900K
35.6K $2.97M
EMB
Ishares Tr

ETFs
1.23K
+ 2.61%
$91.52 - $95.59 $112K - $117K
48.2K $4.59M
CXE
Mfs High Income Municipal Trust

Financial Services
47.4K
+ 10.37%
$3.47 - $3.72 $164K - $176K
504K $1.86M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.89K
+ 41.32%
$117.65 - $120.08 $222K - $227K
6.46K $772K
OXY
Occidental Petroleum Corp

Energy
2.43K
+ 11.52%
$42.54 - $48.1 $103K - $117K
23.6K $1.11M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.8K
+ 86.77%
$78.11 - $79.07 $219K - $221K
6.03K $475K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
30.6K
+ 6.63%
$12.11 - $12.64 $370K - $386K
492K $6.08M
VIG
Vanguard Dividend Appreciation

ETFs
1.19K
+ 3.29%
N/A
37.3K $6.8M
VNQ
Vanguard Specialized Funds Van

ETFs
1.33K
+ 3.48%
$88.47 - $93.24 $118K - $124K
39.6K $3.62M
PSI
Invesco Exchange Traded Fd Tr

ETFs
115
+ 0.59%
$58.74 - $71.59 $6.76K - $8.23K
19.8K $1.39M
VMI
Valmont Industries Inc

Industrials
16
+ 0.47%
$328.58 - $387.73 $5.26K - $6.2K
3.39K $1.32M
COP
Conocophillips

Energy
809
+ 2.96%
$91.0 - $98.99 $73.6K - $80.1K
28.1K $2.66M
RY
Royal Bank Of Canada

Financial Services
501
+ 5.86%
$128.46 - $148.6 $64.4K - $74.4K
9.04K $1.33M
ROBO
Robo Global Robotics And Autom

ETFs
476
+ 1.56%
$59.49 - $67.23 $28.3K - $32K
31.1K $2.04M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.45K
+ 73.88%
$121.46 - $130.92 $176K - $190K
3.42K $444K
CMI
Cummins Inc

Industrials
283
+ 31.34%
$327.85 - $426.39 $92.8K - $121K
1.19K $500K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.29K
+ 2.01%
$92.18 - $95.14 $119K - $122K
65.2K $6.21M
BOTZ
Global X Fds

ETFs
1.9K
+ 3.97%
$32.14 - $35.96 $60.9K - $68.1K
49.6K $1.76M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.41K
+ 27.89%
$30.13 - $33.37 $133K - $147K
20.2K $675K
USB
Us Bancorp \De\

Financial Services
1.58K
+ 4.07%
$43.94 - $50.41 $69.3K - $79.5K
40.4K $1.95M
IWS
Ishares Russell Midcap Value E

ETFs
1.01K
+ 15.39%
$132.83 - $140.61 $134K - $141K
7.54K $1.05M
ESPR
Esperion Therapeutics, Inc.

Healthcare
23.9K
+ 31.9%
$0.98 - $2.84 $23.4K - $67.7K
98.6K $261K
MLM
Martin Marietta Materials Inc

Basic Materials
191
+ 24.18%
$546.36 - $631.12 $104K - $121K
981 $618K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2.96K
+ 23.98%
$50.02 - $53.28 $148K - $158K
15.3K $800K
HEZU
Ishares Currency Hedged Msci E

ETFs
2.95K
+ 5.97%
$39.55 - $42.16 $117K - $124K
52.4K $2.21M
APD
Air Products & Chemicals, Inc.

Basic Materials
801
+ 18.32%
$265.78 - $299.3 $213K - $240K
5.17K $1.41M
CORP
Pimco Investment Grade Corp Bd

ETFs
1.41K
+ 5.09%
$95.87 - $99.18 $135K - $140K
29K $2.86M
FDX
Fedex Corp

Industrials
593
+ 15.08%
$217.1 - $243.2 $129K - $144K
4.53K $1.07M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
9.57K
+ 8.22%
$22.78 - $23.33 $218K - $223K
126K $2.89M
WMB
Williams Companies, Inc.

Energy
1.95K
+ 2.31%
$56.52 - $64.01 $110K - $125K
86.4K $5.48M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.1K
+ 16.21%
$56.32 - $68.81 $61.9K - $75.6K
7.88K $542K
EPD
Enterprise Products Partners L.P.

Energy
4.08K
+ 2.82%
$30.74 - $32.14 $125K - $131K
149K $4.65M
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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