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
AMT
American Tower Corp

Real Estate
-448
- 4.82%
$203.96 - $228.19 $91.4K - $102K
8.85K $1.95M
FSTA
Fidelity Covington Tr Msci Con

ETFs
-1.2K
- 18.44%
$47.94 - $52.5 $57.5K - $63K
5.31K $271K
VNQ
Vanguard Specialized Funds Van

ETFs
-24
- 0.06%
$79.79 - $91.42 $1.91K - $2.19K
38.3K $3.41M
VCR
Vanguard Consumer Discretionar

ETFs
-443
- 16.0%
$290.42 - $364.35 $129K - $161K
2.33K $842K
EQIX
Equinix Inc

Real Estate
-49
- 5.37%
$740.07 - $914.43 $36.3K - $44.8K
864 $687K
CPRT
Copart Inc

Consumer Cyclical
-340
- 6.3%
$47.72 - $63.84 $16.2K - $21.7K
5.06K $248K
VFC
V F Corp

Consumer Cyclical
-234
- 1.69%
$9.74 - $16.39 $2.28K - $3.84K
13.6K $159K
JBLU
Jetblue Airways Corp

Industrials
-7.17K
- 17.29%
$3.43 - $5.42 $24.6K - $38.9K
34.3K $145K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.32K
- 18.94%
$62.73 - $78.42 $82.6K - $103K
5.64K $436K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.79K
- 13.09%
$45.98 - $56.15 $220K - $269K
31.8K $1.78M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-706
- 11.19%
$69.8 - $85.28 $49.3K - $60.2K
5.6K $464K
ACWI
Ishares Msci Acwi ETF

ETFs
-1.93K
- 11.65%
$103.59 - $128.6 $200K - $248K
14.6K $1.88M
PSA
Public Storage

Real Estate
-123
- 7.0%
$266.31 - $309.77 $32.8K - $38.1K
1.63K $479K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-650
- 4.87%
$20.83 - $25.75 $13.5K - $16.7K
12.7K $297K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-3.5K
- 6.52%
$10.78 - $11.28 $37.7K - $39.4K
50.1K $557K
AZN
Astrazeneca PLC

Healthcare
-112
- 1.26%
$64.87 - $75.0 $7.27K - $8.4K
8.78K $613K
MKC
Mccormick & CO Inc

Consumer Defensive
-36
- 0.69%
$71.11 - $82.25 $2.56K - $2.96K
5.21K $394K
FRT
Federal Realty Investment Trust

Real Estate
-82
- 0.82%
$83.56 - $99.08 $6.85K - $8.12K
9.91K $941K
KBE
Spdr S&P Bank ETF

ETFs
-1.26K
- 10.27%
$45.85 - $55.78 $58K - $70.5K
11K $615K
INTC
Intel Corp

Technology
-754
- 1.37%
$18.13 - $22.69 $13.7K - $17.1K
54.4K $1.22M
CFG
Citizens Financial Group Inc

Financial Services
-1.44K
- 17.71%
$34.27 - $44.75 $49.4K - $64.5K
6.7K $299K
MBB
Ishares Tr

ETFs
-357
- 4.29%
$91.41 - $94.22 $32.6K - $33.6K
7.96K $747K
SJNK
Spdr Bloomberg Short Term High

ETFs
-1.33K
- 12.35%
$24.12 - $25.48 $32K - $33.8K
9.42K $239K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-704
- 5.52%
$49.73 - $51.44 $35K - $36.2K
12K $619K
SRE
Sempra Energy

Utilities
-614
- 16.16%
$63.78 - $78.91 $39.2K - $48.5K
3.19K $241K
YUM
Yum Brands Inc

Consumer Cyclical
-38
- 1.41%
$138.36 - $161.45 $5.26K - $6.14K
2.66K $394K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-1.05K
- 3.82%
$13.03 - $15.28 $13.7K - $16K
26.4K $386K
RIG
Transocean Ltd.

Energy
-972
- 2.18%
$2.13 - $3.32 $2.07K - $3.23K
43.5K $112K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-469
- 19.28%
$97.68 - $121.38 $45.8K - $56.9K
1.96K $238K
CYBR
Cyber Ark Software Ltd.

Technology
-2.96K
- 17.34%
$305.98 - $406.88 $906K - $1.2M
14.1K $5.74M
WCN
Waste Connections, Inc.

Industrials
-59
- 2.92%
$183.26 - $199.95 $10.8K - $11.8K
1.96K $366K
NDSN
Nordson Corp

Industrials
-334
- 9.53%
$167.51 - $223.5 $55.9K - $74.6K
3.17K $679K
MAC
Macerich CO

Real Estate
-1
- -0.0%
$13.24 - $17.71 $13.2 - $17.7
27.5K $445K
DD
Du Pont De Nemours, Inc.

Basic Materials
-17
- 0.42%
$55.13 - $75.25 $937 - $1.28K
4.06K $278K
GL
Globe Life Inc.

Financial Services
-2
- 0.06%
$113.29 - $133.09 $227 - $266
3.28K $407K
TJX
Tjx Companies Inc

Consumer Cyclical
-875
- 1.77%
$119.13 - $135.03 $104K - $118K
48.5K $5.99M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-446
- 5.82%
$32.56 - $35.71 $14.5K - $15.9K
7.22K $238K
RPM
Rpm International Inc

Basic Materials
-61
- 2.32%
$96.97 - $117.58 $5.92K - $7.17K
2.57K $282K
CCI
Crown Castle International Corp

Real Estate
-139
- 2.78%
$94.83 - $107.06 $13.2K - $14.9K
4.86K $498K
GPC
Genuine Parts CO

Consumer Cyclical
-244
- 6.37%
$105.54 - $129.09 $25.8K - $31.5K
3.59K $434K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-528
- 7.38%
$51.1 - $53.29 $27K - $28.1K
6.63K $353K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-498
- 6.44%
$47.97 - $54.0 $23.9K - $26.9K
7.24K $390K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-1.11K
- 7.99%
$61.08 - $74.04 $68K - $82.4K
12.8K $948K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-144
- 1.51%
$121.58 - $136.74 $17.5K - $19.7K
9.4K $1.28M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-489
- 10.01%
$47.29 - $53.34 $23.1K - $26.1K
4.4K $231K
VDC
Vanguard Consumer Staples ETF

ETFs
-83
- 2.19%
$204.89 - $224.73 $17K - $18.7K
3.71K $812K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-400
- 9.2%
$108.87 - $133.04 $43.5K - $53.2K
3.95K $525K
LEN
Lennar Corp

Consumer Cyclical
-18
- 0.63%
$102.76 - $115.66 $1.85K - $2.08K
2.82K $311K
CMI
Cummins Inc

Industrials
-82
- 8.32%
$267.12 - $336.65 $21.9K - $27.6K
903 $295K
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