Summit Financial, LLC Reduced Holdings in Q2 2025

Summit Financial, LLC

  • $4.38 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DVN
Devon Energy Corp

Energy
-5.05K
- 15.98%
$26.8 - $37.92 $135K - $192K
26.6K $845K
LYFT
Lyft, Inc.

Technology
-36.3K
- 58.41%
$9.97 - $17.21 $362K - $625K
25.9K $407K
SCCO
Southern Copper Corp

Basic Materials
-6.04K
- 15.89%
$75.63 - $104.64 $457K - $632K
32K $3.23M
CHD
Church & Dwight CO Inc

Consumer Defensive
-704
- 4.4%
$91.57 - $110.76 $64.5K - $78K
15.3K $1.47M
SHW
Sherwin Williams CO

Basic Materials
-617
- 4.88%
$313.51 - $363.51 $193K - $224K
12K $4.13M
NEAR
Blackrock Short Maturity Bond

ETFs
-8.8K
- 1.23%
$50.41 - $51.17 $444K - $451K
710K $36.3M
ADP
Automatic Data Processing Inc

Industrials
-1.1K
- 5.42%
$276.76 - $326.81 $303K - $358K
19.1K $5.9M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.38K
- 34.22%
$116.93 - $119.39 $278K - $284K
4.57K $544K
IAK
Ishares Tr

ETFs
-1.85K
- 34.99%
$122.44 - $138.47 $227K - $257K
3.44K $463K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.33K
- 22.4%
$99.37 - $134.05 $132K - $178K
4.61K $522K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.93K
- 4.3%
$105.23 - $109.61 $309K - $321K
65.2K $7.14M
SLB
Schlumberger Limited

Energy
-772
- 3.3%
$31.95 - $42.2 $24.7K - $32.6K
22.6K $764K
IWC
Russell Micro Cap ETF

ETFs
-2.37K
- 43.0%
$97.43 - $127.66 $231K - $303K
3.15K $401K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-4.86K
- 11.21%
$28.28 - $35.22 $138K - $171K
38.5K $1.32M
NOC
Northrop Grumman Corp

Industrials
-310
- 10.37%
$456.3 - $540.39 $141K - $168K
2.68K $1.34M
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
-6.13K
- 43.05%
$26.88 - $28.57 $165K - $175K
8.1K $217K
PSX
Phillips 66

Energy
-886
- 4.55%
$92.87 - $125.73 $82.3K - $111K
18.6K $2.22M
UNP
Union Pacific Corp

Industrials
-277
- 1.51%
$208.27 - $238.46 $57.7K - $66.1K
18K $4.15M
RNR
Renaissancere Holdings LTD

Financial Services
-882
- 6.76%
$220.37 - $253.95 $194K - $224K
12.2K $2.95M
CLX
Clorox CO

Consumer Defensive
-523
- 12.95%
$118.01 - $148.69 $61.7K - $77.8K
3.52K $422K
EEMV
Ishares Msci Emerging Markets

ETFs
-4.1K
- 19.86%
$54.12 - $62.8 $222K - $258K
16.6K $1.04M
AJG
Arthur J. Gallagher & Co.

Financial Services
-274
- 9.12%
$310.86 - $348.77 $85.2K - $95.6K
2.73K $873K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.15K
- 3.5%
$107.93 - $110.97 $125K - $128K
31.8K $3.5M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-1.43K
- 10.57%
$61.03 - $67.59 $87.3K - $96.7K
12.1K $774K
CTAS
Cintas Corp

Industrials
-1.23K
- 16.33%
$190.11 - $227.66 $235K - $281K
6.32K $1.41M
RS
Reliance Steel & Aluminum CO

Basic Materials
-559
- 41.94%
$262.08 - $316.81 $147K - $177K
774 $242K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-1.96K
- 43.74%
$86.24 - $117.44 $169K - $230K
2.52K $296K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-10.7K
- 15.29%
$41.45 - $54.46 $446K - $585K
59.6K $3.1M
KMB
Kimberly Clark Corp

Consumer Defensive
-302
- 4.32%
$126.84 - $145.22 $38.3K - $43.9K
6.69K $862K
CBOE
Cboe Global Markets, Inc.

Financial Services
-880
- 8.06%
$205.81 - $234.23 $181K - $206K
10K $2.34M
PPL
Ppl Corp

Utilities
-2.46K
- 12.65%
$33.45 - $36.5 $82.2K - $89.6K
17K $574K
HYG
Ishares Tr

ETFs
-3.19K
- 4.18%
$75.75 - $80.65 $242K - $257K
73K $5.89M
TROW
Price T Rowe Group Inc

Financial Services
-1.67K
- 20.05%
$80.27 - $98.06 $134K - $164K
6.65K $641K
INTF
Ishares Tr

ETFs
-5.84K
- 23.82%
$27.6 - $34.51 $161K - $202K
18.7K $639K
LII
Lennox International Inc

Industrials
-234
- 16.25%
$508.76 - $605.77 $119K - $142K
1.21K $691K
RSG
Republic Services, Inc.

Industrials
-672
- 5.71%
$227.2 - $258.07 $153K - $173K
11.1K $2.74M
SU
Suncor Energy Inc

Energy
-1.07K
- 1.88%
$31.54 - $41.04 $33.7K - $43.8K
55.7K $2.09M
O
Realty Income Corp

Real Estate
-1.57K
- 4.69%
$52.27 - $58.52 $82K - $91.8K
31.9K $1.84M
XLP
Consumer Staples Sector Spdr

ETFs
-1.28K
- 3.41%
N/A
36.2K $2.75M
PRU
Prudential Financial Inc

Financial Services
-589
- 7.41%
$95.12 - $112.71 $56K - $66.4K
7.36K $790K
DEO
Diageo PLC

Consumer Defensive
-768
- 18.67%
$99.86 - $115.75 $76.7K - $88.9K
3.35K $337K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-4.64K
- 11.79%
$20.12 - $21.0 $93.3K - $97.3K
34.7K $725K
SF
Stifel Financial Corp

Financial Services
-1.32K
- 25.04%
$76.49 - $103.78 $101K - $137K
3.95K $409K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-822
- 13.41%
$109.83 - $131.67 $90.3K - $108K
5.31K $673K
IYH
Ishares Tr

ETFs
-875
- 12.2%
$53.97 - $60.17 $47.2K - $52.6K
6.3K $355K
KLAC
Kla Corp

Technology
-307
- 33.66%
$576.53 - $902.94 $177K - $277K
605 $541K
CMS
Cms Energy Corp

Utilities
-56
- 0.45%
$68.57 - $75.51 $3.84K - $4.23K
12.4K $857K
ZTS
Zoetis Inc.

Healthcare
-177
- 3.56%
$144.41 - $170.3 $25.6K - $30.1K
4.8K $748K
CORP
Pimco Investment Grade Corp Bd

ETFs
-869
- 3.05%
$94.14 - $97.31 $81.8K - $84.6K
27.6K $2.69M
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
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