Summit Financial, LLC New Holdings in Q2 2025

Summit Financial, LLC

  • $4.38 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMLP
First Tr Exchange Traded Iv

ETFs
9.91K
New
$33.62 - $37.89 $333K - $376K
9.91K $371K
NBTB
Nbt Bancorp Inc

Financial Services
8.92K
New
$38.62 - $44.8 $345K - $400K
8.92K $370K
CG
Carlyle Group Inc.

Financial Services
7.16K
New
$34.78 - $51.4 $249K - $368K
7.16K $367K
CNC
Centene Corp

Healthcare
6.66K
New
$53.4 - $64.29 $356K - $428K
6.66K $361K
NET
Cloudflare, Inc.

Technology
1.82K
New
$97.08 - $195.83 $176K - $355K
1.82K $355K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
35.7K
New
$7.6 - $8.89 $271K - $317K
35.7K $317K
VICI
Vici Properties Inc.

Real Estate
9.71K
New
$29.41 - $32.97 $286K - $320K
9.71K $316K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
12.6K
New
$24.14 - $25.43 $305K - $321K
12.6K $312K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
56.9K
New
$4.83 - $5.39 $275K - $307K
56.9K $306K
CC
Chemours CO

Basic Materials
26K
New
$9.4 - $13.06 $244K - $339K
26K $297K
PWV
Invesco Exchange Traded Fd Tr

ETFs
4.62K
New
$52.26 - $62.14 $241K - $287K
4.62K $287K
CTBB
Qwest Corp Nt 6.5% Due 2058 (C

ETFs
15.9K
New
$15.91 - $18.42 $253K - $293K
15.9K $286K
BOND
Pimco Active Bond Exchange Tra

ETFs
3.02K
New
$89.87 - $92.93 $272K - $281K
3.02K $278K
NRG
Nrg Energy, Inc.

Utilities
1.71K
New
$83.61 - $162.67 $143K - $278K
1.71K $274K
TNA
Direxion Daily Small Cap Bull

ETFs
8.18K
New
$19.12 - $33.54 $156K - $274K
8.18K $274K
EVRG
Evergy, Inc.

Utilities
3.95K
New
$64.06 - $69.64 $253K - $275K
3.95K $272K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
19K
New
$12.76 - $14.51 $242K - $276K
19K $272K
ROKU
Roku, Inc

Communication Services
3.09K
New
$55.1 - $87.89 $170K - $272K
3.09K $271K
LEU
Centrus Energy Corp

Energy
1.44K
New
$54.43 - $208.81 $78.4K - $301K
1.44K $263K
PRS
Prudential Financial Inc

Industrials
11.2K
New
$22.53 - $23.71 $252K - $265K
11.2K $262K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
9.91K
New
$20.94 - $26.47 $207K - $262K
9.91K $262K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
5.02K
New
$50.56 - $59.57 $254K - $299K
5.02K $260K
GVA
Granite Construction Inc

Industrials
2.77K
New
$71.89 - $93.51 $199K - $259K
2.77K $259K
LPLA
Lpl Financial Holdings Inc.

Financial Services
688
New
$283.31 - $388.96 $195K - $268K
688 $257K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.23K
New
$77.74 - $78.78 $251K - $254K
3.23K $253K
MTH
Meritage Homes Corp

Consumer Cyclical
3.76K
New
$62.44 - $71.44 $235K - $269K
3.76K $252K
TTWO
Take Two Interactive Software Inc

Communication Services
1.04K
New
$194.58 - $243.05 $202K - $252K
1.04K $251K
NGG
National Grid PLC

Utilities
3.37K
New
$62.74 - $74.79 $211K - $252K
3.37K $250K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
5.12K
New
$44.37 - $50.04 $227K - $256K
5.12K $243K
EEM
Ishares Msci Emerging Markets

ETFs
5K
New
$38.52 - $48.28 $192K - $241K
5K $240K
STT
State Street Corp

Financial Services
2.24K
New
$75.33 - $106.34 $169K - $238K
2.24K $237K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
5.09K
New
$45.92 - $50.78 $234K - $258K
5.09K $237K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
27.3K
New
$7.2 - $8.65 $197K - $236K
27.3K $236K
PKB
Invesco Exchange Traded Fd Tr

ETFs
2.94K
New
$62.05 - $80.65 $182K - $237K
2.94K $235K
PAAS
Pan American Silver Corp

Basic Materials
8.27K
New
$21.49 - $29.35 $178K - $243K
8.27K $234K
BEN
Franklin Resources Inc

Financial Services
9.75K
New
$16.66 - $23.85 $162K - $233K
9.75K $232K
WRB
Berkley W R Corp

Financial Services
3.14K
New
$64.28 - $75.17 $202K - $236K
3.14K $230K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.1K
New
$160.22 - $209.35 $176K - $230K
1.1K $229K
FAST
Fastenal CO

Industrials
5.37K
New
$40.65 - $83.16 $218K - $447K
5.37K $225K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
8.47K
New
$25.69 - $26.9 $218K - $228K
8.47K $224K
IYT
Ishares Tr U.S. Transportation

ETFs
3.26K
New
$55.22 - $68.54 $180K - $224K
3.26K $223K
SIVR
Abrdn Silver ETF Trust

ETFs
6.45K
New
$28.36 - $35.37 $183K - $228K
6.45K $221K
TDIV
First Trust Nasdaq Technology

ETFs
2.45K
New
$64.41 - $90.17 $158K - $221K
2.45K $220K
TPR
Tapestry, Inc.

Consumer Cyclical
2.51K
New
$60.6 - $87.81 $152K - $220K
2.51K $220K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.72K
New
$101.93 - $128.63 $175K - $221K
1.72K $220K
BGR
Black Rock Energy & Resources Trust

Financial Services
16.5K
New
$11.27 - $13.63 $186K - $225K
16.5K $218K
FREL
Fidelity Covington Tr Msci Rea

ETFs
8.04K
New
$24.18 - $27.61 $195K - $222K
8.04K $217K
MAA
Mid America Apartment Communities Inc.

Real Estate
1.47K
New
$145.91 - $168.0 $215K - $247K
1.47K $217K
BKR
Baker Hughes CO

Energy
5.54K
New
$35.0 - $44.92 $194K - $249K
5.54K $212K
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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