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
ABC
Amerisourcebergen Corp

Healthcare
81
+ 4.98%
N/A
1.71K $316K
UYG
Proshares Ultra Financials

ETFs
5
+ 0.21%
$68.55 - $95.55 $343 - $478
2.33K $222K
ATO
Atmos Energy Corp

Utilities
93
+ 4.8%
$145.06 - $162.66 $13.5K - $15.1K
2.03K $313K
BR
Broadridge Financial Solutions, Inc.

Technology
42
+ 0.73%
$217.22 - $246.25 $9.12K - $10.3K
5.79K $1.41M
TVC
Tennessee Valley Authority

ETFs
1.23K
+ 3.06%
$23.39 - $23.74 $28.7K - $29.1K
41.4K $967K
TMUS
T Mobile Us, Inc.

Communication Services
656
+ 13.12%
$220.99 - $268.54 $145K - $176K
5.66K $1.35M
SUB
Ishares Short Term National Mu

ETFs
26
+ 0.21%
$104.77 - $106.34 $2.72K - $2.76K
12.7K $1.35M
FDX
Fedex Corp

Industrials
315
+ 8.71%
$198.07 - $245.17 $62.4K - $77.2K
3.93K $893K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
216
+ 1.54%
$50.1 - $51.02 $10.8K - $11K
14.2K $726K
WEC
Wec Energy Group, Inc.

Utilities
545
+ 5.49%
$102.24 - $109.76 $55.7K - $59.8K
10.5K $1.09M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
15
+ 0.5%
$65.1 - $75.98 $976 - $1.14K
3.03K $230K
ED
Consolidated Edison Inc

Utilities
363
+ 12.68%
$98.05 - $113.3 $35.6K - $41.1K
3.23K $323K
NI
Nisource Inc.

Utilities
101
+ 1.5%
$37.11 - $40.64 $3.75K - $4.1K
6.83K $275K
AIG
American International Group, Inc.

Financial Services
155
+ 3.21%
$77.56 - $87.72 $12K - $13.6K
4.99K $426K
SPTS
Spdr Portfolio Short Term Trea

ETFs
125
+ 0.95%
$29.07 - $29.38 $3.63K - $3.67K
13.3K $389K
VLY
Valley National Bancorp

Financial Services
280
+ 1.51%
$7.87 - $9.2 $2.2K - $2.58K
18.8K $168K
CBSH
Commerce Bancshares Inc

Financial Services
76
+ 0.13%
$55.42 - $65.63 $4.21K - $4.99K
58.8K $3.66M
Linde Public Limited Company
396
+ 4.58%
N/A
9.04K $0
Gsk PLC
1.07K
+ 16.04%
N/A
7.73K $0
Canadian Pacific Kansas City Limited
420
+ 6.26%
N/A
7.13K $0
Lineage, Inc.
12.5K
+ 100.14%
N/A
25K $0
TVE
Tennessee Vy Auth
1.35K
+ 2.83%
N/A
48.9K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.23%
N/A
2.99K $0
Te Connectivity Public Limited Company
112
+ 6.66%
N/A
1.79K $0
Brookfield Asset Management Ltd.
2
+ 0.02%
N/A
9.05K $0
CRH.L
Crh PLC

Basic Materials
141
+ 0.73%
N/A
19.6K $0
Lam Research Corporation
863
+ 12.26%
N/A
7.91K $0
DVY
Ishares Tr

ETFs
29
+ 0.84%
$118.37 - $134.86 $3.43K - $3.91K
3.5K $464K
VDE
Vanguard Energy ETF

ETFs
341
+ 8.37%
$105.87 - $130.56 $36.1K - $44.5K
4.42K $526K
MPW
Medical Properties Trust Inc

Real Estate
6.66K
+ 37.84%
$4.31 - $5.91 $28.7K - $39.3K
24.3K $104K
CLF
Cleveland Cliffs Inc.

Basic Materials
428
+ 4.08%
$5.83 - $8.88 $2.5K - $3.8K
10.9K $83K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
30
+ 0.14%
$53.27 - $54.27 $1.6K - $1.63K
22.2K $1.19M
OHI
Omega Healthcare Investors Inc

Real Estate
1.13K
+ 3.52%
$35.55 - $39.05 $40K - $43.9K
33.1K $1.21M
FICO
Fair Isaac Corp

Technology
2
+ 0.33%
$1503.62 - $2206.01 $3.01K - $4.41K
608 $1.11M
MCD
Mcdonalds Corp

Consumer Cyclical
1.32K
+ 6.81%
$285.55 - $321.23 $377K - $424K
20.7K $6.05M
SPG
Simon Property Group Inc

Real Estate
68
+ 1.83%
$140.37 - $171.44 $9.55K - $11.7K
3.78K $606K
ORI
Old Republic International Corp

Financial Services
205
+ 0.81%
$35.25 - $39.79 $7.23K - $8.16K
25.6K $985K
BP
Bp PLC

Energy
1.63K
+ 10.16%
$26.11 - $33.81 $42.6K - $55.1K
17.7K $529K
ACGL
Arch Capital Group Ltd.

Financial Services
40
+ 1.18%
$84.99 - $96.82 $3.4K - $3.87K
3.44K $313K
SJM
J M Smucker CO

Consumer Defensive
332
+ 13.25%
$94.41 - $118.52 $31.3K - $39.3K
2.84K $278K
EIX
Edison International

Utilities
891
+ 10.17%
$48.32 - $59.92 $43.1K - $53.4K
9.66K $498K
ESPR
Esperion Therapeutics, Inc.

Healthcare
9.59K
+ 14.71%
$0.73 - $1.41 $7K - $13.5K
74.8K $73K
IP
International Paper CO

Consumer Cyclical
44
+ 0.96%
$43.89 - $54.46 $1.93K - $2.4K
4.63K $216K
CVE
Cenovus Energy Inc.

Energy
2
+ 0.0%
$10.58 - $14.83 $21.2 - $29.7
92.5K $1.26M
NJR
New Jersey Resources Corp

Utilities
74
+ 0.91%
$44.23 - $49.97 $3.27K - $3.7K
8.24K $369K
PAA
Plains All American Pipeline LP

Energy
3.44K
+ 6.0%
$16.03 - $20.28 $55.1K - $69.7K
60.7K $1.11M
HAL
Halliburton CO

Energy
812
+ 7.86%
$19.26 - $25.7 $15.6K - $20.9K
11.1K $227K
MDT
Medtronic PLC

Healthcare
288
+ 1.28%
$80.68 - $88.86 $23.2K - $25.6K
22.8K $1.99M
HUM
Humana Inc

Healthcare
15
+ 0.8%
$224.93 - $295.04 $3.37K - $4.43K
1.9K $464K
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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