Summit Financial, LLC New Holdings in Q4 2024

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PDI
Pimco Dynamic Income Fund

Financial Services
401K
New
$18.33 - $20.85 $7.34M - $8.35M
401K $7.35M
CHK
Chesapeake Energy Corp

Energy
69.1K
New
$81.46 - $87.57 $5.63M - $6.05M
69.1K $5.93M
UUUU
Energy Fuels Inc

Energy
944K
New
$5.11 - $7.29 $4.82M - $6.88M
944K $4.84M
DNN
Denison Mines Corp.

Energy
2.38M
New
$1.8 - $2.39 $4.28M - $5.69M
2.38M $4.28M
IWY
Ishares Tr Russell 200 Growth

ETFs
17.7K
New
$216.72 - $244.71 $3.83M - $4.33M
17.7K $4.16M
NTR
Nutrien Ltd.

Basic Materials
92.5K
New
$44.04 - $50.78 $4.07M - $4.7M
92.5K $4.14M
UEC
Uranium Energy Corp

Energy
612K
New
$6.55 - $8.6 $4.01M - $5.27M
612K $4.1M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
319K
New
$11.18 - $13.68 $3.57M - $4.37M
319K $4.06M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
32.9K
New
$105.85 - $112.84 $3.48M - $3.71M
32.9K $3.62M
MOS
Mosaic CO

Basic Materials
145K
New
$23.87 - $28.34 $3.46M - $4.11M
145K $3.57M
PBA
Pembina Pipeline Corp

Energy
84.5K
New
$35.89 - $43.35 $3.03M - $3.66M
84.5K $3.12M
SCCO
Southern Copper Corp

Basic Materials
31.3K
New
$91.13 - $117.95 $2.85M - $3.69M
31.3K $2.85M
SIL
Global X Silver Miners ETF

ETFs
80.9K
New
$31.61 - $41.98 $2.56M - $3.39M
80.9K $2.57M
GEL
Genesis Energy LP

Energy
210K
New
$9.92 - $13.67 $2.09M - $2.88M
210K $2.13M
DEI
Douglas Emmett Inc

Real Estate
109K
New
$17.33 - $20.32 $1.9M - $2.22M
109K $2.03M
SU
Suncor Energy Inc

Energy
55.5K
New
$34.5 - $41.53 $1.91M - $2.3M
55.5K $1.98M
COPX
Global X Copper Miners ETF

ETFs
37.5K
New
$38.17 - $48.57 $1.43M - $1.82M
37.5K $1.43M
URA
Global X Uranium ETF

ETFs
52.6K
New
$26.78 - $33.46 $1.41M - $1.76M
52.6K $1.41M
CVE
Cenovus Energy Inc.

Energy
92.5K
New
$14.35 - $18.36 $1.33M - $1.7M
92.5K $1.4M
ACWI
Ishares Msci Acwi ETF

ETFs
10.9K
New
$117.05 - $123.03 $1.28M - $1.34M
10.9K $1.28M
HMY
Harmony Gold Mining CO LTD

Basic Materials
150K
New
$8.14 - $12.23 $1.22M - $1.84M
150K $1.23M
EPI
Wisdomtree Tr India Earnings F

ETFs
27.1K
New
$45.09 - $50.08 $1.22M - $1.36M
27.1K $1.23M
MUR
Murphy Oil Corp

Energy
40.1K
New
$28.14 - $36.09 $1.13M - $1.45M
40.1K $1.21M
FRT
Federal Realty Investment Trust

Real Estate
10.1K
New
$109.55 - $117.53 $1.1M - $1.18M
10.1K $1.13M
TSCO
Tractor Supply CO

Consumer Cyclical
21.1K
New
$52.59 - $303.74 $1.11M - $6.41M
21.1K $1.12M
DHT
Dht Holdings, Inc.

Energy
118K
New
$8.89 - $12.06 $1.05M - $1.43M
118K $1.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
3.72K
New
$278.49 - $315.16 $1.04M - $1.17M
3.72K $1.06M
ENB
Enbridge Inc

Energy
23.1K
New
$40.4 - $43.92 $935K - $1.02M
23.1K $982K
PSLV
Sprott Physical Silver Trust

Financial Services
101K
New
$9.65 - $11.76 $979K - $1.19M
101K $978K
PAA
Plains All American Pipeline LP

Energy
57.2K
New
$16.27 - $18.67 $931K - $1.07M
57.2K $977K
GDV
Gabelli Dividend & Income Trust

Financial Services
40.2K
New
$23.77 - $25.59 $955K - $1.03M
40.2K $970K
LYB
Lyondell Basell Industries N.V.

Basic Materials
12.6K
New
$72.97 - $96.75 $921K - $1.22M
12.6K $937K
NOV
Nov Inc.

Energy
59.8K
New
$14.06 - $16.79 $840K - $1M
59.8K $872K
VMI
Valmont Industries Inc

Industrials
2.83K
New
$287.0 - $352.14 $812K - $997K
2.83K $867K
ARCC
Ares Capital Corp

Financial Services
37.9K
New
$20.74 - $22.27 $787K - $845K
37.9K $830K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
8.16K
New
$99.2 - $108.47 $809K - $885K
8.16K $812K
GOLD
Barrick Gold Corp

Basic Materials
51.5K
New
$15.23 - $21.19 $784K - $1.09M
51.5K $797K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
91.4K
New
$8.36 - $9.06 $764K - $828K
91.4K $769K
ADM
Archer Daniels Midland CO

Consumer Defensive
15K
New
$49.38 - $59.52 $742K - $895K
15K $759K
AEM
Agnico Eagle Mines LTD

Basic Materials
9.58K
New
$75.99 - $88.85 $728K - $851K
9.58K $749K
WY
Weyerhaeuser CO

Real Estate
26.4K
New
$27.21 - $33.7 $719K - $890K
26.4K $743K
GIL
Gildan Activewear Inc.

Consumer Cyclical
15.8K
New
$46.28 - $50.23 $730K - $793K
15.8K $742K
XYL
Xylem Inc.

Industrials
5.82K
New
$116.02 - $137.45 $675K - $800K
5.82K $675K
CIEN
Ciena Corp

Technology
6.81K
New
$61.45 - $91.14 $418K - $620K
6.81K $577K
MAC
Macerich CO

Real Estate
27.5K
New
$17.44 - $22.11 $480K - $609K
27.5K $548K
PWR
Quanta Services, Inc.

Industrials
1.71K
New
$296.05 - $346.6 $507K - $594K
1.71K $541K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
11.4K
New
$47.26 - $48.18 $538K - $548K
11.4K $539K
EQT
Eqt Corp

Energy
11.4K
New
$35.62 - $46.89 $407K - $536K
11.4K $527K
AR
Antero Resources Corp

Energy
15K
New
$25.54 - $35.52 $383K - $533K
15K $525K
Activity Summary
Buys All Purchases 491 New Holdings 122 Increased Positions 369 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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