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
RF
Regions Financial Corp

Financial Services
136
+ 0.18%
$18.34 - $23.52 $2.49K - $3.2K
75.5K $1.78M
SYY
Sysco Corp

Consumer Defensive
1.74K
+ 20.11%
$68.0 - $75.91 $119K - $132K
10.4K $788K
LMT
Lockheed Martin Corp

Industrials
128
+ 2.68%
$430.82 - $486.45 $55.1K - $62.3K
4.9K $2.27M
FEX
First Tr Large Cap Core Alphde

ETFs
353
+ 2.78%
$90.17 - $109.96 $31.8K - $38.8K
13.1K $1.44M
WST
West Pharmaceutical Services Inc

Healthcare
859
+ 7.93%
$190.39 - $227.7 $164K - $196K
11.7K $2.56M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.08K
+ 1.38%
$77.94 - $79.5 $84.5K - $86.2K
79.8K $6.34M
NVO
Novo Nordisk A S

Healthcare
1.89K
+ 20.63%
$58.08 - $81.05 $110K - $153K
11K $762K
FDIS
Fidelity Covington Tr Msci Con

ETFs
533
+ 6.88%
$75.33 - $94.56 $40.2K - $50.4K
8.28K $778K
LHX
L3 Harris Technologies, Inc.

Industrials
12
+ 0.41%
$200.21 - $256.99 $2.4K - $3.08K
2.92K $732K
RACE
Ferrari N.V.

Consumer Cyclical
181
+ 33.96%
$397.86 - $499.02 $72K - $90.3K
714 $350K
NEM
Newmont Corp

Basic Materials
412
+ 4.26%
$44.18 - $59.46 $18.2K - $24.5K
10.1K $586K
CW
Curtiss Wright Corp

Industrials
7
+ 1.03%
$283.18 - $488.55 $1.98K - $3.42K
687 $335K
FDS
Factset Research Systems Inc

Financial Services
286
+ 25.42%
$398.85 - $473.32 $114K - $135K
1.41K $631K
TGT
Target Corp

Consumer Defensive
1.63K
+ 22.59%
$88.76 - $105.77 $145K - $173K
8.86K $873K
SAP
Sap Se

Technology
277
+ 29.47%
$237.53 - $309.8 $65.8K - $85.8K
1.22K $370K
NEE
Nextera Energy Inc

Utilities
3.58K
+ 3.9%
$64.11 - $75.0 $230K - $269K
95.5K $6.63M
IBKR
Interactive Brokers Group, Inc.

Financial Services
5.19K
+ 327.63%
$50.53 - $212.53 $262K - $1.1M
6.78K $375K
LYB
Lyondell Basell Industries N.V.

Basic Materials
5.2K
+ 34.53%
$53.23 - $70.65 $277K - $367K
20.2K $1.17M
WBD
Warner Bros. Discovery, Inc.

Communication Services
2.43K
+ 2.14%
$7.69 - $11.46 $18.7K - $27.8K
116K $1.33M
HEFA
Ishares Currency Hedged Msci E

ETFs
1.09K
+ 2.67%
$32.11 - $38.21 $35K - $41.6K
41.9K $1.59M
CTVA
Corteva, Inc.

Basic Materials
146
+ 1.73%
$55.52 - $74.53 $8.11K - $10.9K
8.6K $641K
AFL
Aflac Inc

Financial Services
3.31K
+ 7.79%
$99.77 - $112.45 $330K - $372K
45.8K $4.83M
ITW
Illinois Tool Works Inc

Industrials
438
+ 11.5%
$218.41 - $252.43 $95.7K - $111K
4.25K $1.05M
ITM
Vaneck Intermediate Muni ETF

ETFs
2.28K
+ 36.41%
$44.27 - $45.82 $101K - $105K
8.55K $388K
UAL
United Airlines Holdings, Inc.

Industrials
283
+ 4.13%
$56.15 - $84.23 $15.9K - $23.8K
7.13K $568K
VT
Vanguard Total World Stk Index

ETFs
517
+ 21.93%
$103.16 - $128.52 $53.3K - $66.4K
2.87K $369K
MNA
Iq Merger Arbitrage ETF

ETFs
2.54K
+ 43.37%
$33.65 - $35.27 $85.3K - $89.4K
8.38K $295K
ADM
Archer Daniels Midland CO

Consumer Defensive
275
+ 1.65%
$41.79 - $54.16 $11.5K - $14.9K
17K $894K
RDNT
Rad Net, Inc.

Healthcare
221
+ 1.97%
$47.36 - $61.14 $10.5K - $13.5K
11.4K $651K
WPC
W. P. Carey Inc.

Real Estate
1.68K
+ 8.72%
$56.12 - $64.53 $94.4K - $109K
21K $1.31M
PII
Polaris Inc.

Consumer Cyclical
2.27K
+ 37.81%
$31.97 - $42.61 $72.5K - $96.7K
8.27K $336K
HCA
Hca Healthcare, Inc.

Healthcare
105
+ 7.87%
$317.61 - $387.52 $33.3K - $40.7K
1.44K $551K
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.65K
+ 1.92%
$26.18 - $26.93 $148K - $152K
300K $8.01M
IWS
Ishares Russell Midcap Value E

ETFs
367
+ 5.95%
$110.58 - $132.14 $40.6K - $48.5K
6.54K $863K
DXCM
Dexcom Inc

Healthcare
23
+ 0.52%
$59.83 - $87.57 $1.38K - $2.01K
4.43K $386K
EHC
Encompass Health Corp

Healthcare
11
+ 0.28%
$96.12 - $122.63 $1.06K - $1.35K
3.97K $486K
XLB
Select Sector Spdr Fd Material

ETFs
823
+ 12.2%
$74.27 - $88.92 $61.1K - $73.2K
7.57K $664K
LOW
Lowes Companies Inc

Consumer Cyclical
1.07K
+ 7.84%
$210.83 - $235.28 $226K - $252K
14.7K $3.27M
CME
Cme Group Inc.

Financial Services
188
+ 6.32%
$252.37 - $290.71 $47.4K - $54.7K
3.16K $871K
EQT
Eqt Corp

Energy
362
+ 2.94%
$46.11 - $60.44 $16.7K - $21.9K
12.7K $739K
VRSK
Verisk Analytics, Inc.

Industrials
6
+ 0.11%
$277.03 - $321.33 $1.66K - $1.93K
5.61K $1.75M
EXC
Exelon Corp

Utilities
2.18K
+ 33.87%
$42.2 - $47.37 $92.2K - $103K
8.63K $374K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
143
+ 14.77%
$201.28 - $266.34 $28.8K - $38.1K
1.11K $295K
TRV
Travelers Companies, Inc.

Financial Services
261
+ 18.89%
$233.83 - $276.34 $61K - $72.1K
1.64K $439K
ECL
Ecolab Inc.

Basic Materials
91
+ 3.05%
$225.65 - $270.95 $20.5K - $24.7K
3.07K $827K
NVS
Novartis Ag

Healthcare
243
+ 5.63%
$101.96 - $121.01 $24.8K - $29.4K
4.56K $552K
DOV
Dover Corp

Industrials
113
+ 1.71%
$151.14 - $186.7 $17.1K - $21.1K
6.71K $1.23M
MLM
Martin Marietta Materials Inc

Basic Materials
30
+ 3.95%
$452.51 - $568.19 $13.6K - $17K
790 $433K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1.41K
+ 7.59%
$50.46 - $58.08 $71.3K - $82.1K
20K $1.15M
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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