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
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
5.34K
+ 14.52%
$12.23 - $15.46 $65.3K - $82.6K
42.1K $636K
DGX
Quest Diagnostics Inc

Healthcare
484
+ 29.86%
N/A
2.11K $288K
AEE
Ameren Corp

Utilities
942
+ 16.26%
$94.23 - $101.68 $88.8K - $95.8K
6.74K $646K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
72
+ 4.59%
$96.11 - $173.53 $6.92K - $12.5K
1.64K $284K
VPU
Vanguard Utilities ETF

ETFs
114
+ 1.49%
$158.36 - $178.82 $18.1K - $20.4K
7.78K $1.37M
NXPI
Nxp Semiconductors N.V.

Technology
19
+ 0.97%
$153.5 - $218.72 $2.92K - $4.16K
1.98K $433K
UTG
Reaves Utility Income Fund

Financial Services
931
+ 13.67%
$29.08 - $36.18 $27.1K - $33.7K
7.74K $280K
GWW
W.W. Grainger, Inc.

Industrials
43
+ 15.52%
$919.93 - $1101.66 $39.6K - $47.4K
320 $332K
PNC
Pnc Financial Services Group, Inc.

Financial Services
142
+ 4.8%
$149.76 - $186.42 $21.3K - $26.5K
3.1K $578K
CTRA
Coterra Energy Inc.

Energy
3.33K
+ 44.68%
$22.6 - $29.07 $75.2K - $96.7K
10.8K $273K
VMC
Vulcan Materials CO

Basic Materials
61
+ 4.45%
$226.49 - $276.01 $13.8K - $16.8K
1.43K $373K
FXL
First Tr Exchange Traded Fd Fi

ETFs
77
+ 4.6%
$115.28 - $157.36 $8.88K - $12.1K
1.75K $275K
ANSS
Ansys Inc

Technology
66
+ 7.57%
$284.19 - $351.22 $18.8K - $23.2K
938 $329K
CVS
Cvs Health Corp

Healthcare
288
+ 1.06%
$60.04 - $70.18 $17.3K - $20.2K
27.6K $1.9M
NUE
Nucor Corp

Basic Materials
50
+ 1.02%
$103.22 - $131.43 $5.16K - $6.57K
4.96K $642K
JEF
Jefferies Financial Group Inc.

Financial Services
386
+ 1.77%
$41.06 - $56.09 $15.8K - $21.7K
22.2K $1.21M
ADBE
Adobe Inc.

Technology
72
+ 1.37%
$340.0 - $420.68 $24.5K - $30.3K
5.32K $2.06M
CL
Colgate Palmolive CO

Consumer Defensive
942
+ 6.54%
$87.57 - $96.0 $82.5K - $90.4K
15.3K $1.39M
KMI
Kinder Morgan, Inc.

Energy
159
+ 0.38%
$25.21 - $29.4 $4.01K - $4.67K
42.1K $1.24M
APD
Air Products & Chemicals, Inc.

Basic Materials
329
+ 8.14%
$248.61 - $294.96 $81.8K - $97K
4.37K $1.23M
EFX
Equifax Inc

Industrials
68
+ 4.8%
$205.5 - $280.54 $14K - $19.1K
1.49K $385K
PEG
Public Service Enterprise Group Inc

Utilities
321
+ 5.21%
$77.13 - $84.18 $24.8K - $27K
6.49K $546K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
233
+ 14.21%
$421.16 - $509.5 $98.1K - $119K
1.87K $833K
PPG
Ppg Industries Inc

Basic Materials
55
+ 0.76%
$91.66 - $115.04 $5.04K - $6.33K
7.3K $830K
TM
Toyota Motor Corp

Consumer Cyclical
248
+ 20.89%
$158.63 - $195.39 $39.3K - $48.5K
1.44K $247K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
437
+ 15.83%
$97.29 - $105.63 $42.5K - $46.2K
3.2K $324K
FIS
Fidelity National Information Services, Inc.

Technology
197
+ 6.25%
$68.14 - $82.13 $13.4K - $16.2K
3.35K $272K
LYG
Lloyds Banking Group PLC

Financial Services
5.81K
+ 20.32%
$3.32 - $4.29 $19.3K - $24.9K
34.4K $146K
UL
Unilever PLC

Consumer Defensive
467
+ 9.99%
$57.9 - $65.43 $27K - $30.6K
5.14K $314K
SAN
Banco Santander, S.A.

Financial Services
1.79K
+ 13.82%
$5.72 - $8.32 $10.3K - $14.9K
14.8K $122K
FVD
First Tr Value Line Divid Inde

ETFs
769
+ 5.6%
$40.62 - $45.12 $31.2K - $34.7K
14.5K $647K
MSI
Motorola Solutions, Inc.

Technology
132
+ 9.93%
$394.72 - $440.39 $52.1K - $58.1K
1.46K $614K
ADSK
Autodesk, Inc.

Technology
130
+ 8.4%
N/A
1.68K $412K
VOD
Vodafone Group Public LTD CO

Communication Services
137
+ 0.58%
$8.19 - $10.66 $1.12K - $1.46K
23.6K $251K
CI
Cigna Corp

Healthcare
78
+ 2.81%
$301.89 - $340.04 $23.5K - $26.5K
2.86K $944K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
2.45K
+ 23.17%
$22.66 - $26.12 $55.5K - $64K
13K $318K
IDU
Ishares Tr U S Utils ETF

ETFs
196
+ 6.75%
$93.98 - $106.11 $18.4K - $20.8K
3.1K $324K
MDLZ
Mondelez International, Inc.

Consumer Defensive
576
+ 2.8%
$63.54 - $68.5 $36.6K - $39.5K
21.1K $1.43M
VLO
Valero Energy Corp

Energy
186
+ 10.26%
$104.69 - $141.77 $19.5K - $26.4K
2K $268K
GGG
Graco Inc

Industrials
255
+ 9.89%
$74.02 - $87.26 $18.9K - $22.3K
2.83K $243K
ALL
Allstate Corp

Financial Services
210
+ 7.37%
$180.53 - $212.64 $37.9K - $44.7K
3.06K $616K
JKHY
Henry Jack & Associates Inc

Technology
194
+ 4.25%
$163.54 - $186.02 $31.7K - $36.1K
4.76K $858K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
445
+ 4.13%
$35.3 - $37.51 $15.7K - $16.7K
11.2K $421K
XEL
Xcel Energy Inc

Utilities
599
+ 8.31%
$65.65 - $72.39 $39.3K - $43.4K
7.81K $531K
BURL
Burlington Stores, Inc.

Consumer Cyclical
118
+ 11.23%
$215.78 - $270.12 $25.5K - $31.9K
1.17K $271K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
538
+ 8.91%
$42.44 - $49.08 $22.8K - $26.4K
6.58K $314K
CTSH
Cognizant Technology Solutions Corp

Technology
166
+ 5.09%
$66.47 - $81.81 $11K - $13.6K
3.43K $267K
HIW
Highwoods Properties, Inc.

Real Estate
215
+ 2.88%
$25.31 - $31.85 $5.44K - $6.85K
7.69K $239K
PTEN
Patterson Uti Energy Inc

Energy
8.48K
+ 55.34%
$5.46 - $8.56 $46.3K - $72.6K
23.8K $141K
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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