Summit Financial, LLC New Holdings in Q3 2024

Summit Financial, LLC

  • $2.54 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHR
Schwab Intermediate Term Us Tr

ETFs
152K
New
$48.4 - $50.91 $7.37M - $7.75M
152K $7.7M
SUN
Sunoco LP

Energy
71.2K
New
$50.23 - $58.53 $3.58M - $4.17M
71.2K $3.82M
VXF
Vanguard Extended Market ETF

ETFs
16.8K
New
$163.98 - $182.92 $2.76M - $3.07M
16.8K $3.06M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
13.8K
New
$152.9 - $180.39 $2.11M - $2.49M
13.8K $2.41M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
21.4K
New
$51.45 - $52.96 $1.1M - $1.14M
21.4K $1.13M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
22.3K
New
$47.95 - $49.61 $1.07M - $1.11M
22.3K $1.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.89K
New
$162.64 - $179.3 $958K - $1.06M
5.89K $1.06M
DOV
Dover Corp

Industrials
5.45K
New
$172.5 - $193.03 $939K - $1.05M
5.45K $1.04M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
13.9K
New
$67.43 - $74.23 $936K - $1.03M
13.9K $1.01M
VCR
Vanguard Consumer Discretionar

ETFs
2.69K
New
$291.88 - $341.94 $784K - $918K
2.69K $914K
SPH
Suburban Propane Partners LP

Utilities
50K
New
$16.66 - $19.3 $833K - $965K
50K $897K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
13.5K
New
$57.69 - $64.56 $780K - $873K
13.5K $863K
XLC
Select Sector Spdr Tr Communic

ETFs
9.33K
New
$82.16 - $90.4 $766K - $843K
9.33K $843K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
7.86K
New
$100.09 - $100.69 $786K - $791K
7.86K $791K
EIX
Edison International

Utilities
8.74K
New
$71.19 - $87.72 $622K - $767K
8.74K $761K
PPL
Ppl Corp

Utilities
21.5K
New
$27.36 - $33.08 $588K - $711K
21.5K $710K
VDC
Vanguard Consumer Staples ETF

ETFs
3.22K
New
$201.77 - $221.32 $650K - $713K
3.22K $703K
FDIS
Fidelity Covington Tr Msci Con

ETFs
7.82K
New
$75.81 - $88.73 $593K - $694K
7.82K $691K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.18K
New
$98.99 - $101.51 $512K - $525K
5.18K $524K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
6.84K
New
$64.53 - $72.17 $441K - $493K
6.84K $493K
WCN
Waste Connections, Inc.

Industrials
2.52K
New
$173.92 - $186.5 $438K - $470K
2.52K $450K
XLRE
Select Sector Spdr Tr Real Est

ETFs
8.95K
New
$38.04 - $45.36 $340K - $406K
8.95K $399K
EEM
Ishares Msci Emerging Markets

ETFs
8.49K
New
$40.42 - $46.7 $343K - $397K
8.49K $389K
RS
Reliance Steel & Aluminum CO

Basic Materials
1.34K
New
$271.23 - $308.75 $363K - $413K
1.34K $386K
VOX
Vanguard Communication Service

ETFs
2.62K
New
$129.82 - $145.39 $340K - $381K
2.62K $381K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.99K
New
$36.98 - $41.55 $332K - $373K
8.99K $369K
CTSH
Cognizant Technology Solutions Corp

Technology
4.75K
New
$66.89 - $77.87 $318K - $370K
4.75K $366K
FENY
Fidelity Covington Tr Msci Ene

ETFs
14K
New
$23.09 - $25.75 $322K - $360K
14K $336K
FSTA
Fidelity Covington Tr Msci Con

ETFs
6.47K
New
$47.12 - $51.72 $305K - $335K
6.47K $330K
APO
Apollo Global Management, Inc.

Financial Services
2.64K
New
$99.16 - $125.81 $261K - $332K
2.64K $329K
NVT
N Vent Electric PLC

Industrials
4.67K
New
$60.72 - $81.19 $283K - $379K
4.67K $327K
VEEV
Veeva Systems Inc

Healthcare
1.55K
New
$180.43 - $223.9 $279K - $346K
1.55K $324K
WELL
Welltower Inc.

Real Estate
2.48K
New
$104.0 - $129.74 $258K - $321K
2.48K $316K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
8.9K
New
$27.14 - $35.2 $242K - $313K
8.9K $311K
FTV
Fortive Corp

Technology
3.59K
New
$67.01 - $79.2 $241K - $284K
3.59K $283K
UL
Unilever PLC

Consumer Defensive
4.29K
New
$54.7 - $65.59 $234K - $281K
4.29K $278K
CSWC
Capital Southwest Corp

Financial Services
10.8K
New
$23.56 - $27.07 $254K - $292K
10.8K $273K
GL
Globe Life Inc.

Financial Services
2.5K
New
$80.92 - $109.6 $203K - $274K
2.5K $265K
FAST
Fastenal CO

Industrials
3.58K
New
$62.09 - $71.83 $223K - $257K
3.58K $255K
PHYS
Sprott Physical Gold Trust

Financial Services
12.5K
New
$18.12 - $20.72 $226K - $258K
12.5K $254K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
2.04K
New
$124.33 - $156.75 $254K - $320K
2.04K $254K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
4.86K
New
$43.67 - $51.82 $212K - $252K
4.86K $251K
IAU
Ishares Gold Trust

ETFs
4.97K
New
$44.06 - $50.5 $219K - $251K
4.97K $247K
A
Agilent Technologies, Inc.

Healthcare
1.64K
New
$125.42 - $148.48 $206K - $243K
1.64K $243K
DHI
Horton D R Inc

Consumer Cyclical
1.26K
New
$135.21 - $197.06 $170K - $247K
1.26K $239K
USB
Us Bancorp \De\

Financial Services
5.21K
New
$39.04 - $47.23 $204K - $246K
5.21K $238K
BCE
Bce Inc

Communication Services
6.46K
New
$31.33 - $36.08 $202K - $233K
6.46K $224K
ED
Consolidated Edison Inc

Utilities
2.14K
New
$88.42 - $104.97 $189K - $224K
2.14K $222K
MSA
Msa Safety Inc

Industrials
1.25K
New
$167.74 - $199.9 $209K - $249K
1.25K $221K
Activity Summary
Buys All Purchases 387 New Holdings 71 Increased Positions 316 Sells All Sells 140 Reductions 140 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