Summit Financial, LLC Incresed Positions in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HPQ
Hp Inc

Technology
359
+ 2.39%
$24.45 - $29.35 $8.78K - $10.5K
15.4K $418K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.35K
+ 11.38%
$59.29 - $62.87 $80K - $84.9K
13.2K $794K
IDU
Ishares Tr U S Utils ETF

ETFs
284
+ 9.16%
$103.7 - $111.17 $29.5K - $31.6K
3.38K $375K
SRE
Sempra Energy

Utilities
70
+ 2.2%
$74.14 - $89.98 $5.19K - $6.3K
3.26K $292K
JCI
Johnson Controls International PLC

Industrials
156
+ 1.98%
$103.24 - $111.73 $16.1K - $17.4K
8.03K $882K
ROKU
Roku, Inc

Communication Services
124
+ 4.01%
$79.98 - $101.78 $9.92K - $12.6K
3.21K $321K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
5.57K
+ 31.51%
$8.88 - $9.09 $49.5K - $50.6K
23.2K $208K
OEF
Ishares S&P 100 ETF

ETFs
168
+ 1.59%
N/A
10.7K $2.85M
D
Dominion Energy, Inc

Utilities
115
+ 1.47%
$56.32 - $62.1 $6.48K - $7.14K
7.93K $485K
YUM
Yum Brands Inc

Consumer Cyclical
224
+ 8.41%
$139.5 - $153.94 $31.2K - $34.5K
2.89K $438K
MTH
Meritage Homes Corp

Consumer Cyclical
313
+ 8.32%
$67.34 - $82.83 $21.1K - $25.9K
4.08K $295K
KHC
Kraft Heinz CO

Consumer Defensive
1.45K
+ 5.67%
$25.63 - $28.94 $37.3K - $42.1K
27.1K $705K
VFC
V F Corp

Consumer Cyclical
377
+ 2.77%
$11.66 - $15.56 $4.4K - $5.87K
14K $201K
IYT
Ishares Tr U.S. Transportation

ETFs
446
+ 13.67%
$66.62 - $72.7 $29.7K - $32.4K
3.71K $265K
EXC
Exelon Corp

Utilities
610
+ 7.07%
$42.73 - $45.54 $26.1K - $27.8K
9.24K $415K
PHO
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.02%
$69.62 - $73.99 $209 - $222
18.5K $1.34M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
193
+ 6.61%
$134.42 - $141.26 $25.9K - $27.3K
3.11K $439K
IAI
Ishares Tr Us Broker Dealers &

ETFs
122
+ 5.26%
$168.93 - $178.7 $20.6K - $21.8K
2.44K $432K
VAW
Vanguard Materials ETF

ETFs
33
+ 1.04%
$193.21 - $210.15 $6.38K - $6.93K
3.2K $656K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
154
+ 2.64%
$77.92 - $81.94 $12K - $12.6K
5.99K $490K
ATO
Atmos Energy Corp

Utilities
22
+ 1.08%
$151.51 - $170.75 $3.33K - $3.76K
2.05K $350K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
2.87K
+ 10.5%
$8.57 - $9.09 $24.6K - $26.1K
30.2K $273K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
16
+ 0.41%
$131.47 - $143.64 $2.1K - $2.3K
3.96K $560K
HYD
Vaneck High Yield Muni ETF

ETFs
539
+ 4.67%
$48.85 - $50.94 $26.3K - $27.5K
12.1K $614K
CORT
Corcept Therapeutics Inc

Healthcare
3
+ 0.09%
$67.17 - $83.9 $202 - $252
3.51K $291K
VDE
Vanguard Energy ETF

ETFs
30
+ 0.68%
$118.37 - $129.65 $3.55K - $3.89K
4.45K $559K
KEY
Keycorp

Financial Services
658
+ 4.1%
$17.37 - $19.39 $11.4K - $12.8K
16.7K $312K
PWB
Invesco Exchange Traded Fd Tr

ETFs
96
+ 3.8%
$115.87 - $125.42 $11.1K - $12K
2.62K $328K
NJR
New Jersey Resources Corp

Utilities
96
+ 1.16%
$45.05 - $48.15 $4.32K - $4.62K
8.34K $401K
PWV
Invesco Exchange Traded Fd Tr

ETFs
271
+ 5.87%
$61.22 - $65.41 $16.6K - $17.7K
4.89K $318K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
1.41K
+ 7.41%
$14.12 - $14.91 $19.9K - $21K
20.4K $303K
NI
Nisource Inc.

Utilities
251
+ 3.68%
$39.0 - $43.33 $9.79K - $10.9K
7.08K $306K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.13K
+ 8.97%
$24.11 - $24.94 $27.3K - $28.2K
13.7K $342K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
108
+ 6.62%
$126.64 - $135.65 $13.7K - $14.7K
1.74K $236K
MTB
M&T Bank Corp

Financial Services
110
+ 4.44%
$183.74 - $204.05 $20.2K - $22.4K
2.59K $510K
RIG
Transocean Ltd.

Energy
1.83K
+ 4.21%
$2.55 - $3.64 $4.67K - $6.66K
45.4K $141K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
128
+ 7.46%
$128.6 - $136.01 $16.5K - $17.4K
1.84K $249K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
1.48K
+ 6.22%
$23.48 - $24.44 $34.6K - $36K
25.2K $602K
XLB
Select Sector Spdr Fd Material

ETFs
162
+ 2.14%
$86.72 - $92.61 $14K - $15K
7.73K $692K
STT
State Street Corp

Financial Services
45
+ 2.01%
$102.01 - $117.25 $4.59K - $5.28K
2.28K $264K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
653
+ 6.59%
$26.16 - $27.65 $17.1K - $18.1K
10.6K $289K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
845
+ 3.2%
$13.87 - $14.46 $11.7K - $12.2K
27.3K $393K
DOW
Dow Inc.

Basic Materials
3.13K
+ 24.23%
$20.87 - $30.37 $65.3K - $95.1K
16.1K $368K
CSQ
Calamos Strategic Total Return Fund

Financial Services
155
+ 0.68%
$18.02 - $19.56 $2.79K - $3.03K
23K $442K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
133
+ 2.68%
$79.89 - $83.25 $10.6K - $11.1K
5.09K $421K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
625
+ 4.24%
$14.33 - $15.08 $8.96K - $9.43K
15.4K $230K
UBSI
United Bankshares Inc

Financial Services
68
+ 0.38%
$35.03 - $38.73 $2.38K - $2.63K
17.7K $660K
ACGL
Arch Capital Group Ltd.

Financial Services
201
+ 5.84%
$85.61 - $93.54 $17.2K - $18.8K
3.64K $330K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
133
+ 0.21%
$24.87 - $25.69 $3.31K - $3.42K
62.7K $1.6M
Activity Summary
Buys All Purchases 941 New Holdings 460 Increased Positions 481 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
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