Summit Financial, LLC Incresed Positions in Q3 2024

Summit Financial, LLC

  • $2.54 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
281
+ 8.52%
$602.97 - $670.49 $169K - $188K
3.58K $2.22M
FDX
Fedex Corp

Industrials
501
+ 16.11%
$254.64 - $313.52 $128K - $157K
3.61K $987K
ARKW
Ark Next Generation Internet E

ETFs
149
+ 3.03%
$68.06 - $85.67 $10.1K - $12.8K
5.06K $431K
ANET
Arista Networks, Inc.

Technology
28
+ 2.58%
$311.42 - $388.21 $8.72K - $10.9K
1.11K $427K
TGT
Target Corp

Consumer Defensive
87
+ 2.04%
$133.47 - $159.25 $11.6K - $13.9K
4.35K $677K
MBB
Ishares Tr

ETFs
180
+ 2.49%
$90.85 - $96.66 $16.4K - $17.4K
7.42K $710K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.19K
+ 10.24%
$44.66 - $49.15 $53.2K - $58.5K
12.8K $604K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
362
+ 4.47%
$31.95 - $38.02 $11.6K - $13.8K
8.46K $316K
ITA
Ishares Tr

ETFs
51
+ 2.34%
$131.58 - $149.64 $6.71K - $7.63K
2.23K $333K
TVC
Tennessee Valley Authority

ETFs
1.69K
+ 4.7%
$22.33 - $23.45 $37.7K - $39.6K
37.6K $861K
WSO
Watsco Inc

Industrials
64
+ 14.71%
$448.73 - $519.89 $28.7K - $33.3K
499 $245K
GWW
W.W. Grainger, Inc.

Industrials
7
+ 2.57%
$896.19 - $1044.18 $6.27K - $7.31K
279 $289K
DD
Du Pont De Nemours, Inc.

Basic Materials
102
+ 2.71%
$77.22 - $89.49 $7.88K - $9.13K
3.87K $344K
VLY
Valley National Bancorp

Financial Services
45
+ 0.24%
$6.58 - $9.34 $296 - $420
19.2K $173K
ECL
Ecolab Inc.

Basic Materials
9
+ 0.48%
$228.86 - $255.76 $2.06K - $2.3K
1.88K $479K
FIS
Fidelity National Information Services, Inc.

Technology
3
+ 0.08%
$72.8 - $85.04 $218 - $255
3.82K $319K
VRSK
Verisk Analytics, Inc.

Industrials
148
+ 2.96%
$260.31 - $285.99 $38.5K - $42.3K
5.15K $1.38M
CSX
Csx Corp

Industrials
115
+ 0.44%
$32.48 - $35.45 $3.74K - $4.08K
26.2K $904K
DFS
Discover Financial Services

Financial Services
18
+ 0.62%
$123.41 - $144.72 $2.22K - $2.6K
2.9K $407K
WM
Waste Management Inc

Industrials
271
+ 5.79%
$196.96 - $223.45 $53.4K - $60.6K
4.95K $1.03M
BDX
Becton Dickinson & CO

Healthcare
37
+ 1.4%
$221.47 - $242.41 $8.19K - $8.97K
2.69K $647K
KMI
Kinder Morgan, Inc.

Energy
114
+ 1.05%
$19.72 - $22.22 $2.25K - $2.53K
11K $243K
SCHW
Schwab Charles Corp

Financial Services
4.15K
+ 15.11%
$61.74 - $76.08 $256K - $316K
31.6K $2.05M
YUM
Yum Brands Inc

Consumer Cyclical
65
+ 3.23%
$125.95 - $139.96 $8.19K - $9.1K
2.08K $290K
HYD
Vaneck High Yield Muni ETF

ETFs
167
+ 1.81%
$51.46 - $53.07 $8.59K - $8.86K
9.4K $498K
ROP
Roper Technologies Inc

Industrials
45
+ 7.85%
$515.25 - $576.55 $23.2K - $25.9K
618 $343K
MNST
Monster Beverage Corp

Consumer Defensive
169
+ 3.81%
$45.01 - $52.47 $7.61K - $8.87K
4.6K $240K
APH
Amphenol Corp

Technology
614
+ 6.33%
$58.39 - $70.41 $35.9K - $43.2K
10.3K $671K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.05%
$285.48 - $330.24 $285 - $330
2.22K $715K
HBAN
Huntington Bancshares Inc

Financial Services
34
+ 0.31%
$12.84 - $15.15 $437 - $515
11.1K $163K
BP
Bp PLC

Energy
2.65K
+ 18.11%
$30.78 - $37.05 $81.7K - $98.3K
17.3K $543K
EW
Edwards Lifesciences Corp

Healthcare
1.8K
+ 44.95%
$59.7 - $93.78 $107K - $168K
5.79K $381K
MLM
Martin Marietta Materials Inc

Basic Materials
20
+ 2.92%
$502.48 - $593.35 $10K - $11.9K
705 $379K
EPD
Enterprise Products Partners L.P.

Energy
74
+ 0.23%
$27.88 - $30.0 $2.06K - $2.22K
31.6K $920K
DELL
Dell Technologies Inc.

Technology
646
+ 17.25%
$87.89 - $145.97 $56.8K - $94.3K
4.39K $520K
VMC
Vulcan Materials CO

Basic Materials
3
+ 0.21%
$231.83 - $274.51 $695 - $824
1.46K $364K
BAC
Bank Of America Corp

Financial Services
141
+ 0.33%
$36.65 - $44.13 $5.17K - $6.22K
42.9K $1.7M
KLAC
Kla Corp

Technology
31
+ 7.13%
$696.17 - $892.35 $21.6K - $27.7K
466 $360K
TVE
Tennessee Vy Auth
3.6K
+ 8.84%
N/A
44.4K $0
Canadian Pacific Kansas City Limited
470
+ 10.26%
N/A
5.05K $0
Linde Public Limited Company
322
+ 4.12%
N/A
8.13K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.25%
N/A
2.82K $0
CRH.L
Crh PLC

Basic Materials
345
+ 1.87%
N/A
18.8K $0
CPRT
Copart Inc

Consumer Cyclical
40
+ 0.81%
$49.19 - $55.54 $1.97K - $2.22K
4.99K $261K
ESPR
Esperion Therapeutics, Inc.

Healthcare
6.69K
+ 20.47%
$1.61 - $2.73 $10.8K - $18.3K
39.4K $64K
MPC
Marathon Petroleum Corp

Energy
75
+ 2.55%
$158.61 - $180.75 $11.9K - $13.6K
3.01K $490K
GTLS
Chart Industries Inc

Industrials
155
+ 7.09%
$106.83 - $168.99 $16.6K - $26.2K
2.34K $290K
CDNS
Cadence Design Systems Inc

Technology
39
+ 3.06%
$246.84 - $321.11 $9.63K - $12.5K
1.31K $355K
LRCX
Lam Research Corp

Technology
156
+ 23.11%
$731.56 - $1127.3 $114K - $176K
831 $678K
Activity Summary
Buys All Purchases 387 New Holdings 71 Increased Positions 316 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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