Summit Financial, LLC Incresed Positions in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
37
+ 2.29%
$350.91 - $375.27 $13K - $13.9K
1.65K $589K
AWK
American Water Works Company, Inc.

Utilities
84
+ 0.99%
$135.05 - $147.0 $11.3K - $12.3K
8.59K $1.2M
MKC
Mccormick & CO Inc

Consumer Defensive
870
+ 16.71%
$64.3 - $77.17 $55.9K - $67.1K
6.08K $406K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
534
+ 1.54%
$20.84 - $21.03 $11.1K - $11.2K
35.2K $737K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
66
+ 2.06%
$98.52 - $103.93 $6.5K - $6.86K
3.26K $336K
CNQ
Canadian Natural Resources LTD

Energy
168
+ 2.07%
$29.31 - $32.93 $4.92K - $5.53K
8.29K $265K
UYG
Proshares Ultra Financials

ETFs
10
+ 0.43%
$91.13 - $100.36 $911 - $1K
2.34K $232K
LYG
Lloyds Banking Group PLC

Financial Services
32
+ 0.09%
$4.03 - $4.63 $129 - $148
34.4K $156K
HIW
Highwoods Properties, Inc.

Real Estate
83
+ 1.08%
$28.32 - $32.39 $2.35K - $2.69K
7.78K $247K
SCI
Service Corp International

Consumer Cyclical
5
+ 0.14%
$75.63 - $83.25 $378 - $416
3.49K $290K
DNP
Dnp Select Income Fund Inc

Financial Services
280
+ 1.66%
$9.65 - $10.02 $2.7K - $2.81K
17.1K $171K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
159
+ 0.6%
$7.98 - $8.29 $1.27K - $1.32K
26.6K $217K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
160
+ 0.74%
$7.95 - $8.31 $1.27K - $1.33K
21.8K $180K
MAA
Mid America Apartment Communities Inc.

Real Estate
116
+ 7.88%
$138.38 - $153.2 $16.1K - $17.8K
1.59K $221K
UL
Unilever PLC

Consumer Defensive
215
+ 4.18%
$58.43 - $65.01 $12.6K - $14K
5.36K $317K
PFN
Pimco Income Strategy Fund Ii

Financial Services
96
+ 0.84%
$7.37 - $7.67 $708 - $736
11.5K $87K
ABC
Amerisourcebergen Corp

Healthcare
10
+ 0.59%
N/A
1.72K $318K
CRH.L
Crh PLC

Basic Materials
495
+ 2.53%
N/A
20.1K $0
Barclays Bank PLC
96.5K
+ 1056.39%
N/A
106K $0
Barrick Mng Corp
1.07K
+ 1.59%
N/A
68.4K $0
Blackrock Inc
167
+ 3.29%
N/A
5.24K $0
Virtus Convertible & Income
20.3K
+ 19.36%
N/A
125K $0
Global X Fds
1.19K
+ 20.94%
N/A
6.87K $0
Canadian Pacific Kansas City
1.03K
+ 14.47%
N/A
8.17K $0
Te Connectivity PLC
168
+ 9.36%
N/A
1.96K $0
Super Micro Computer Inc
110K
+ 1632.99%
N/A
117K $0
APO
Apollo Global Management, Inc.

Financial Services
605
+ 6.44%
$131.55 - $156.05 $79.6K - $94.4K
10K $1.33M
RYE
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.2%
N/A
3K $0
MODL
Victory Portfolios Ii Victorys
3.33K
+ 3.68%
N/A
93.9K $0
Talen Energy Corp
29
+ 2.09%
N/A
1.42K $0
Siriusxm Holdings Inc
695
+ 2.4%
N/A
29.7K $0
Amplify ETF Tr
1.62K
+ 20.31%
N/A
9.61K $0
Annaly Capital Management In
11.1K
+ 29.28%
N/A
48.9K $0
Linde PLC
303
+ 3.35%
N/A
9.34K $0
Lam Research Corp
10.2K
+ 128.7%
N/A
18.1K $0
JFR
Nuveen Floating Rate Income Fund

Financial Services
208
+ 1.48%
$8.07 - $8.58 $1.68K - $1.78K
14.3K $116K
WY
Weyerhaeuser CO

Real Estate
956
+ 3.07%
$24.1 - $26.83 $23K - $25.6K
32.1K $796K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
300
+ 0.53%
$5.21 - $5.57 $1.56K - $1.67K
57.2K $301K
USA
Liberty All Star Equity Fund

Financial Services
80
+ 0.8%
$6.34 - $6.94 $507 - $555
10.1K $63K
SNV
Synovus Financial Corp

Financial Services
100
+ 2.46%
$46.55 - $59.6 $4.66K - $5.96K
4.16K $204K
NGG
National Grid PLC

Utilities
1
+ 0.03%
$67.98 - $74.38 $68 - $74.4
3.37K $244K
SNPS
Synopsys Inc

Technology
71
+ 3.3%
$387.78 - $645.35 $27.5K - $45.8K
2.22K $1.1M
IT
Gartner Inc

Technology
337
+ 46.74%
$225.98 - $406.7 $76.2K - $137K
1.06K $278K
VDC
Vanguard Consumer Staples ETF

ETFs
25
+ 0.67%
$212.64 - $225.25 $5.32K - $5.63K
3.73K $798K
EQR
Equity Residential

Real Estate
2.3K
+ 3.87%
$62.3 - $68.34 $143K - $157K
61.8K $4M
RS
Reliance Steel & Aluminum CO

Basic Materials
22
+ 2.84%
$277.33 - $343.66 $6.1K - $7.56K
796 $223K
LPLA
Lpl Financial Holdings Inc.

Financial Services
29
+ 4.22%
$332.69 - $399.0 $9.65K - $11.6K
717 $238K
CTSH
Cognizant Technology Solutions Corp

Technology
242
+ 7.06%
$66.67 - $80.98 $16.1K - $19.6K
3.67K $246K
EQT
Eqt Corp

Energy
490
+ 3.87%
$49.19 - $59.19 $24.1K - $29K
13.2K $716K
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
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email