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
CSL
Carlisle Companies Inc

Industrials
269
+ 4.07%
$317.1 - $408.5 $85.3K - $110K
6.88K $2.57M
PGR
Progressive Corp

Financial Services
1.48K
+ 30.17%
$255.27 - $288.74 $377K - $426K
6.37K $1.7M
EFG
Msci Eafe Growth ETF

ETFs
740
+ 3.84%
$89.8 - $112.0 $66.5K - $82.9K
20K $2.24M
FV
First Trust Dorsey Wright Focu

ETFs
4.51K
+ 56.68%
$48.43 - $59.26 $218K - $267K
12.5K $737K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.87K
+ 2.88%
$34.72 - $42.74 $65.1K - $80.1K
67K $2.87M
AON
Aon PLC

Financial Services
891
+ 123.07%
$335.85 - $398.81 $299K - $355K
1.62K $576K
MCO
Moodys Corp

Financial Services
446
+ 25.28%
$396.7 - $501.59 $177K - $224K
2.21K $1.11M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.72K
+ 5.54%
$90.85 - $102.31 $338K - $380K
70.8K $7.13M
EVR
Evercore Inc.

Financial Services
603
+ 38.95%
$163.77 - $271.5 $98.8K - $164K
2.15K $580K
EFV
Msci Eafe Value ETF

ETFs
3.83K
+ 69.32%
$52.4 - $64.65 $201K - $248K
9.36K $594K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.33K
+ 33.07%
$75.29 - $91.16 $175K - $212K
9.36K $843K
MAR
Marriott International Inc

Consumer Cyclical
157
+ 2.56%
$211.12 - $274.14 $33.1K - $43K
6.29K $1.72M
PG
Procter & Gamble CO

Consumer Defensive
4.7K
+ 10.56%
$157.66 - $172.39 $741K - $810K
49.2K $7.84M
LNG
Cheniere Energy, Inc.

Energy
369
+ 2.83%
$197.25 - $244.33 $72.8K - $90.2K
13.4K $3.26M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.61K
+ 3.67%
$91.23 - $97.27 $147K - $156K
45.4K $4.42M
DLR
Digital Realty Trust, Inc.

Real Estate
761
+ 24.24%
$136.11 - $177.69 $104K - $135K
3.9K $680K
COPX
Global X Copper Miners ETF

ETFs
122
+ 0.33%
$31.24 - $45.59 $3.81K - $5.56K
37.6K $1.69M
PDI
Pimco Dynamic Income Fund

Financial Services
29.6K
+ 7.29%
$17.02 - $19.87 $504K - $588K
435K $8.26M
MET
Metlife Inc

Financial Services
2.76K
+ 12.72%
$68.42 - $82.49 $189K - $228K
24.4K $1.97M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.36K
+ 10.14%
$57.41 - $74.81 $78.1K - $102K
14.8K $1.1M
KHC
Kraft Heinz CO

Consumer Defensive
11.2K
+ 76.96%
$25.61 - $30.81 $286K - $344K
25.6K $662K
D
Dominion Energy, Inc

Utilities
3.9K
+ 99.41%
$49.66 - $58.0 $194K - $226K
7.82K $441K
JCI
Johnson Controls International PLC

Industrials
246
+ 3.23%
$71.14 - $105.62 $17.5K - $26K
7.87K $831K
HSY
Hershey CO

Consumer Defensive
1.37K
+ 57.52%
$151.29 - $173.13 $208K - $238K
3.76K $623K
GLW
Corning Inc

Technology
2.03K
+ 13.64%
$39.07 - $52.59 $79.2K - $107K
16.9K $888K
HEZU
Ishares Currency Hedged Msci E

ETFs
2.7K
+ 5.78%
$34.68 - $41.63 $93.6K - $112K
49.4K $2.03M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
14.2K
+ 116.45%
$11.71 - $13.88 $166K - $197K
26.4K $366K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2.82K
+ 31.19%
$54.27 - $63.01 $153K - $178K
11.9K $743K
GIS
General Mills Inc

Consumer Defensive
5K
+ 64.15%
$50.37 - $60.97 $252K - $305K
12.8K $662K
VRSN
Verisign Inc

Technology
407
+ 18.09%
$234.49 - $288.8 $95.4K - $118K
2.66K $767K
PWR
Quanta Services, Inc.

Industrials
86
+ 6.55%
$239.47 - $381.26 $20.6K - $32.8K
1.4K $528K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
18.1K
+ 39.22%
$11.35 - $12.45 $205K - $225K
64.1K $765K
HYD
Vaneck High Yield Muni ETF

ETFs
4.03K
+ 53.6%
$49.08 - $51.35 $198K - $207K
11.5K $579K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
4.25K
+ 7.28%
$23.19 - $25.35 $98.6K - $108K
62.6K $1.59M
SWK
Stanley Black & Decker, Inc.

Industrials
6.74K
+ 23.43%
$55.86 - $76.98 $376K - $518K
35.5K $2.4M
MRVL
Marvell Technology, Inc.

Technology
1.36K
+ 24.13%
$49.38 - $79.97 $67K - $108K
6.98K $539K
ICE
Intercontinental Exchange, Inc.

Financial Services
661
+ 11.11%
$151.62 - $183.47 $100K - $121K
6.61K $1.21M
CSX
Csx Corp

Industrials
2.54K
+ 7.84%
$26.69 - $32.91 $67.8K - $83.6K
35K $1.14M
KR
Kroger CO

Consumer Defensive
1.97K
+ 20.57%
$64.62 - $74.0 $128K - $146K
11.6K $829K
WELL
Welltower Inc.

Real Estate
1.09K
+ 22.98%
$136.49 - $155.22 $148K - $169K
5.81K $893K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.45K
+ 27.37%
$35.35 - $42.68 $122K - $147K
16K $683K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.5K
+ 27.06%
$45.07 - $52.57 $203K - $237K
21.1K $1.03M
CIEN
Ciena Corp

Technology
273
+ 4.0%
$53.5 - $83.89 $14.6K - $22.9K
7.1K $577K
MPC
Marathon Petroleum Corp

Energy
335
+ 6.57%
$118.55 - $170.08 $39.7K - $57K
5.43K $902K
CAH
Cardinal Health Inc

Healthcare
506
+ 21.28%
$125.0 - $168.0 $63.3K - $85K
2.88K $484K
MCK
Mckesson Corp

Healthcare
61
+ 3.51%
$652.83 - $732.78 $39.8K - $44.7K
1.8K $1.32M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.31K
+ 39.26%
$74.88 - $91.97 $98K - $120K
4.64K $427K
VMI
Valmont Industries Inc

Industrials
7
+ 0.21%
$263.86 - $333.86 $1.85K - $2.34K
3.38K $1.1M
ENB
Enbridge Inc

Energy
2.56K
+ 10.84%
$41.09 - $47.16 $105K - $121K
26.1K $1.18M
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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