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
UBSI
United Bankshares Inc

Financial Services
5.98K
+ 50.63%
$34.03 - $39.27 $204K - $235K
17.8K $617K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
4.69K
+ 55.16%
$24.11 - $28.41 $113K - $133K
13.2K $374K
GPC
Genuine Parts CO

Consumer Cyclical
1.4K
+ 57.51%
$115.91 - $129.02 $162K - $180K
3.83K $456K
KMB
Kimberly Clark Corp

Consumer Defensive
703
+ 11.18%
$124.46 - $147.4 $87.5K - $104K
6.99K $993K
PAA
Plains All American Pipeline LP

Energy
3
+ 0.01%
$17.32 - $20.96 $52 - $62.9
57.2K $1.14M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.94K
+ 49.15%
$81.83 - $82.73 $159K - $160K
5.88K $486K
TGT
Target Corp

Consumer Defensive
2.83K
+ 64.26%
$103.65 - $142.5 $293K - $403K
7.23K $754K
VRSK
Verisk Analytics, Inc.

Industrials
125
+ 2.28%
$268.63 - $301.33 $33.6K - $37.7K
5.6K $1.67M
RS
Reliance Steel & Aluminum CO

Basic Materials
493
+ 58.69%
$266.61 - $302.66 $131K - $149K
1.33K $384K
ICE
Intercontinental Exchange, Inc.

Financial Services
124
+ 2.13%
$142.8 - $176.36 $17.7K - $21.9K
5.95K $1.03M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.03K
+ 1.32%
$77.7 - $78.94 $79.8K - $81.1K
78.7K $6.21M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.26K
+ 3.59%
$37.07 - $40.63 $83.7K - $91.8K
65.2K $2.57M
PLD
Prologis, Inc.

Real Estate
621
+ 4.58%
$103.59 - $124.04 $64.3K - $77K
14.2K $1.58M
PCEF
Invesco Cef Income Composite E

ETFs
8.17K
+ 67.09%
$18.8 - $19.89 $154K - $162K
20.3K $383K
VB
Vanguard Small Cap ETF

ETFs
6.55K
+ 9.32%
$217.89 - $252.64 $1.43M - $1.65M
76.8K $17M
WEC
Wec Energy Group, Inc.

Utilities
10
+ 0.1%
$92.12 - $108.98 $921 - $1.09K
9.92K $1.08M
CME
Cme Group Inc.

Financial Services
198
+ 7.13%
$225.82 - $266.54 $44.7K - $52.8K
2.98K $789K
HUM
Humana Inc

Healthcare
477
+ 33.85%
$249.11 - $303.11 $119K - $145K
1.89K $499K
MBB
Ishares Tr

ETFs
1.31K
+ 18.77%
$90.37 - $94.08 $119K - $124K
8.31K $779K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
12K
+ 14.57%
$9.83 - $10.34 $118K - $124K
94.1K $939K
VDC
Vanguard Consumer Staples ETF

ETFs
513
+ 15.65%
$206.54 - $226.16 $106K - $116K
3.79K $829K
XEL
Xcel Energy Inc

Utilities
1.66K
+ 29.99%
$63.37 - $72.1 $105K - $120K
7.21K $510K
FVD
First Tr Value Line Divid Inde

ETFs
2.74K
+ 24.98%
$42.61 - $45.51 $117K - $125K
13.7K $611K
EQT
Eqt Corp

Energy
874
+ 7.64%
$46.16 - $54.25 $40.3K - $47.4K
12.3K $657K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.02K
+ 12.66%
$157.71 - $180.77 $161K - $185K
9.1K $1.46M
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.42K
+ 19.16%
$69.82 - $78.67 $169K - $190K
15K $1.06M
WY
Weyerhaeuser CO

Real Estate
3.12K
+ 11.8%
$27.29 - $31.39 $85K - $97.8K
29.5K $864K
PH
Parker Hannifin Corp

Industrials
406
+ 9.11%
$591.65 - $707.05 $240K - $287K
4.86K $2.96M
WFC
Wells Fargo & Company

Financial Services
1.17K
+ 4.85%
$66.78 - $81.42 $77.8K - $94.9K
25.2K $1.81M
KMI
Kinder Morgan, Inc.

Energy
2.46K
+ 6.25%
$26.1 - $31.22 $64.3K - $76.9K
41.9K $1.2M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
4.51K
+ 44.11%
$27.52 - $33.6 $124K - $151K
14.7K $438K
CYBR
Cyber Ark Software Ltd.

Technology
86
+ 0.51%
$312.8 - $414.31 $26.9K - $35.6K
17.1K $5.77M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.02K
+ 22.06%
$173.56 - $210.67 $178K - $216K
5.66K $982K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
873
+ 16.87%
$100.59 - $103.47 $87.8K - $90.3K
6.05K $625K
ECL
Ecolab Inc.

Basic Materials
198
+ 7.12%
$229.72 - $269.82 $45.5K - $53.4K
2.98K $755K
AR
Antero Resources Corp

Energy
548
+ 3.65%
$33.64 - $41.42 $18.4K - $22.7K
15.6K $628K
HBAN
Huntington Bancshares Inc

Financial Services
8K
+ 51.5%
$14.28 - $17.39 $114K - $139K
23.5K $353K
BK
Bank Of New York Mellon Corp

Financial Services
249
+ 2.19%
$75.42 - $88.95 $18.8K - $22.1K
11.6K $976K
ABC
Amerisourcebergen Corp

Healthcare
545
+ 50.32%
N/A
1.63K $301K
VMI
Valmont Industries Inc

Industrials
541
+ 19.12%
$285.37 - $376.98 $154K - $204K
3.37K $961K
MET
Metlife Inc

Financial Services
1.54K
+ 7.62%
$77.7 - $87.0 $119K - $134K
21.7K $1.74M
VPU
Vanguard Utilities ETF

ETFs
198
+ 2.65%
$161.24 - $173.33 $31.9K - $34.3K
7.67K $1.31M
TDG
Trans Digm Group Inc

Industrials
20
+ 3.75%
$1251.32 - $1394.11 $25K - $27.9K
553 $764K
CAH
Cardinal Health Inc

Healthcare
338
+ 16.57%
$118.02 - $137.77 $39.9K - $46.6K
2.38K $327K
GDV
Gabelli Dividend & Income Trust

Financial Services
3.5K
+ 8.7%
$23.47 - $25.3 $82K - $88.4K
43.7K $1.05M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
1.56K
+ 25.21%
$51.94 - $55.24 $80.9K - $86K
7.73K $411K
AZO
Autozone Inc

Consumer Cyclical
1
+ 0.77%
$3193.96 - $3828.11 $3.19K - $3.83K
131 $499K
GL
Globe Life Inc.

Financial Services
128
+ 4.06%
$111.2 - $131.72 $14.2K - $16.9K
3.28K $432K
ATO
Atmos Energy Corp

Utilities
339
+ 21.19%
$136.51 - $154.58 $46.3K - $52.4K
1.94K $299K
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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