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
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
257
+ 1.57%
$48.65 - $53.06 $12.5K - $13.6K
16.6K $863K
MU
Micron Technology Inc

Technology
719
+ 15.75%
$86.89 - $109.38 $62.5K - $78.6K
5.28K $459K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
896
+ 25.96%
$121.0 - $142.28 $108K - $127K
4.35K $541K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
431
+ 2.77%
$110.75 - $119.78 $47.7K - $51.6K
16K $1.85M
CTVA
Corteva, Inc.

Basic Materials
250
+ 3.05%
$55.94 - $66.15 $14K - $16.5K
8.46K $532K
FPE
First Tr Pfd Secs & Income ETF

ETFs
4.14K
+ 5.3%
$17.53 - $17.87 $72.6K - $74K
82.2K $1.45M
CL
Colgate Palmolive CO

Consumer Defensive
265
+ 1.87%
$85.68 - $97.5 $22.7K - $25.8K
14.4K $1.35M
NKE
Nike, Inc.

Consumer Cyclical
3.57K
+ 26.72%
$63.29 - $81.72 $226K - $292K
16.9K $1.07M
ENB
Enbridge Inc

Energy
439
+ 1.9%
$41.54 - $45.45 $18.2K - $20K
23.6K $1.05M
TVC
Tennessee Valley Authority

ETFs
650
+ 1.65%
$22.6 - $23.77 $14.7K - $15.5K
40.1K $953K
IDV
Ishares Tr

ETFs
54
+ 0.33%
$27.0 - $31.7 $1.46K - $1.71K
16.3K $505K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
7.42K
+ 8.11%
$8.38 - $8.86 $62.1K - $65.7K
98.9K $829K
DELL
Dell Technologies Inc.

Technology
1.82K
+ 39.52%
$90.34 - $124.66 $164K - $227K
6.42K $584K
VDE
Vanguard Energy ETF

ETFs
165
+ 4.22%
$119.14 - $132.76 $19.7K - $21.9K
4.08K $528K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.28K
+ 26.21%
$42.38 - $43.28 $54.3K - $55.5K
6.17K $262K
WCN
Waste Connections, Inc.

Industrials
34
+ 1.71%
$169.89 - $195.19 $5.78K - $6.64K
2.02K $394K
AON
Aon PLC

Financial Services
69
+ 10.53%
$348.44 - $409.32 $24K - $28.2K
724 $288K
JKHY
Henry Jack & Associates Inc

Technology
110
+ 2.47%
$166.47 - $191.28 $18.3K - $21K
4.57K $834K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
326
+ 3.02%
$59.28 - $66.1 $19.3K - $21.5K
11.1K $706K
META
Meta Platforms, Inc.

Communication Services
1.44K
+ 2.49%
$576.36 - $736.67 $828K - $1.06M
59.1K $34.1M
HPQ
Hp Inc

Technology
3.74K
+ 34.14%
$27.69 - $34.72 $104K - $130K
14.7K $407K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
618
+ 0.19%
$11.96 - $13.56 $7.39K - $8.38K
320K $4.11M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
506
+ 26.26%
$108.02 - $120.45 $54.7K - $60.9K
2.43K $267K
MCO
Moodys Corp

Financial Services
123
+ 7.5%
$437.8 - $527.48 $53.8K - $64.9K
1.76K $821K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
128
+ 0.58%
$52.31 - $54.02 $6.7K - $6.91K
22.2K $1.2M
INTU
Intuit Inc

Technology
156
+ 4.36%
$555.63 - $630.23 $86.7K - $98.3K
3.74K $2.29M
NI
Nisource Inc.

Utilities
607
+ 9.92%
$35.57 - $41.23 $21.6K - $25K
6.73K $269K
EVR
Evercore Inc.

Financial Services
586
+ 60.91%
$190.28 - $291.27 $112K - $171K
1.55K $309K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.65K
+ 10.95%
$45.22 - $52.17 $74.5K - $85.9K
16.7K $800K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
227
+ 11.8%
$98.98 - $113.18 $22.5K - $25.7K
2.15K $243K
NUE
Nucor Corp

Basic Materials
156
+ 3.28%
$114.48 - $142.52 $17.9K - $22.2K
4.91K $590K
PSA
Public Storage

Real Estate
112
+ 6.81%
$288.99 - $313.98 $32.4K - $35.2K
1.76K $525K
PHM
Pultegroup Inc

Consumer Cyclical
417
+ 22.31%
$101.09 - $118.51 $42.2K - $49.4K
2.29K $235K
NJR
New Jersey Resources Corp

Utilities
212
+ 2.66%
$45.25 - $49.37 $9.59K - $10.5K
8.17K $400K
VT
Vanguard Total World Stk Index

ETFs
264
+ 12.61%
$115.08 - $123.97 $30.4K - $32.7K
2.36K $273K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
185
+ 2.09%
$58.32 - $65.09 $10.8K - $12K
9.05K $544K
VLO
Valero Energy Corp

Energy
79
+ 4.56%
$121.76 - $142.99 $9.62K - $11.3K
1.81K $239K
USB
Us Bancorp \De\

Financial Services
5.11K
+ 15.11%
$40.92 - $50.9 $209K - $260K
39K $1.64M
VOD
Vodafone Group Public LTD CO

Communication Services
250
+ 1.08%
$8.05 - $9.86 $2.01K - $2.47K
23.4K $219K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
1.38K
+ 3.08%
$12.18 - $12.91 $16.7K - $17.8K
46.1K $570K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
2.69K
+ 5.11%
$11.4 - $11.96 $30.7K - $32.2K
55.4K $637K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
797
+ 6.88%
$48.02 - $53.02 $38.3K - $42.3K
12.4K $612K
WBD
Warner Bros. Discovery, Inc.

Communication Services
630
+ 0.56%
$9.47 - $11.46 $5.97K - $7.22K
113K $1.22M
ARCC
Ares Capital Corp

Financial Services
444
+ 1.17%
$21.28 - $23.81 $9.45K - $10.6K
38.4K $850K
DGX
Quest Diagnostics Inc

Healthcare
133
+ 8.94%
N/A
1.62K $222K
F
Ford Motor CO

Consumer Cyclical
1.3K
+ 3.14%
$9.12 - $10.43 $11.9K - $13.6K
42.7K $428K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
108
+ 0.78%
$66.3 - $74.17 $7.16K - $8.01K
13.9K $968K
OEF
Ishares S&P 100 ETF

ETFs
58
+ 0.55%
N/A
10.6K $2.82M
IDU
Ishares Tr U S Utils ETF

ETFs
1
+ 0.03%
$95.33 - $102.77 $95.3 - $103
2.9K $294K
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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