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
ALB
Albemarle Corp

Basic Materials
8.34K
+ 13.94%
$50.76 - $72.25 $423K - $602K
68.2K $4.27M
HPQ
Hp Inc

Technology
303
+ 2.06%
$21.88 - $29.32 $6.63K - $8.88K
15K $366K
TSCO
Tractor Supply CO

Consumer Cyclical
220
+ 0.78%
$47.86 - $55.77 $10.5K - $12.3K
28.6K $1.51M
AWK
American Water Works Company, Inc.

Utilities
109
+ 1.3%
$133.82 - $151.96 $14.6K - $16.6K
8.51K $1.18M
WY
Weyerhaeuser CO

Real Estate
1.65K
+ 5.58%
$24.69 - $29.48 $40.6K - $48.5K
31.2K $800K
CORT
Corcept Therapeutics Inc

Healthcare
505
+ 16.83%
$62.24 - $91.93 $31.4K - $46.4K
3.51K $257K
DOW
Dow Inc.

Basic Materials
351
+ 2.79%
$25.81 - $34.89 $9.06K - $12.2K
12.9K $342K
DEI
Douglas Emmett Inc

Real Estate
287
+ 0.26%
$13.09 - $16.29 $3.76K - $4.68K
110K $1.65M
HMY
Harmony Gold Mining CO LTD

Basic Materials
1.15K
+ 0.77%
$12.96 - $17.99 $14.9K - $20.7K
151K $2.11M
ACN
Accenture PLC

Technology
227
+ 1.63%
$279.23 - $323.21 $63.4K - $73.4K
14.1K $4.22M
NOV
Nov Inc.

Energy
95
+ 0.16%
$11.11 - $15.41 $1.06K - $1.46K
59.9K $744K
EQR
Equity Residential

Real Estate
913
+ 1.56%
$61.82 - $71.72 $56.4K - $65.5K
59.5K $4.02M
CB
Chubb LTD

Financial Services
46
+ 0.28%
$274.32 - $302.46 $12.6K - $13.9K
16.4K $4.75M
MUR
Murphy Oil Corp

Energy
187
+ 0.47%
$19.62 - $29.21 $3.67K - $5.46K
40.3K $906K
ABBV
Abb Vie Inc.

Healthcare
6.21K
+ 10.44%
$170.16 - $206.27 $1.06M - $1.28M
65.7K $12.2M
ET
Energy Transfer LP

Energy
1.73K
+ 0.25%
$15.65 - $18.93 $27K - $32.7K
688K $12.5M
EPD
Enterprise Products Partners L.P.

Energy
1.69K
+ 1.19%
$28.95 - $34.22 $49K - $58K
145K $4.48M
SUN
Sunoco LP

Energy
1
+ 0.0%
$50.38 - $59.13 $50.4 - $59.1
93.2K $4.99M
VHT
Vanguard Health Care ETF

ETFs
202
+ 0.69%
$236.71 - $261.92 $47.8K - $52.9K
29.5K $7.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13.3K
+ 9.02%
$483.48 - $539.8 $6.45M - $7.2M
161K $78.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
45.9K
+ 1325.4%
$87.84 - $1441.89 $4.03M - $66.1M
49.3K $4.45M
OKE
Oneok Inc

Energy
91
+ 0.29%
$78.71 - $100.37 $7.16K - $9.13K
31.2K $2.55M
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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