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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-15.8K
- 26.79%
$141.37 - $228.57 $2.23M - $3.61M
43.2K $9.78M
AR
Antero Resources Corp

Energy
-225
- 1.45%
$31.92 - $43.78 $7.18K - $9.85K
15.3K $617K
SCI
Service Corp International

Consumer Cyclical
-182
- 4.97%
$73.58 - $81.65 $13.4K - $14.9K
3.48K $283K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-223
- 2.96%
$107.61 - $119.09 $24K - $26.6K
7.32K $867K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-65
- 1.07%
$102.02 - $103.5 $6.63K - $6.73K
5.98K $615K
OEF
Ishares S&P 100 ETF

ETFs
-34
- 0.32%
N/A
10.6K $2.81M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-1.88K
- 12.74%
$26.99 - $33.86 $50.6K - $63.5K
12.8K $430K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.5K
- 4.72%
$35.77 - $42.27 $89.5K - $106K
50.5K $2.13M
EW
Edwards Lifesciences Corp

Healthcare
-396
- 9.61%
$67.07 - $78.22 $26.6K - $31K
3.73K $291K
TTE
Total Energies Se

Energy
-63
- 1.13%
N/A
5.53K $379K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-28
- 0.48%
$82.21 - $83.12 $2.3K - $2.33K
5.85K $484K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-81
- 0.75%
$47.89 - $48.65 $3.88K - $3.94K
10.7K $518K
Barclays Bank PLC
-4.48K
- 32.91%
N/A
9.13K $0
Super Micro Computer, Inc.
-1.36K
- 16.84%
N/A
6.73K $0
Talen Energy Corp
-96
- 6.46%
N/A
1.39K $0
Brookfield Corporation
-399
- 1.36%
N/A
28.9K $0
Blackrock, Inc.
-131
- 2.52%
N/A
5.08K $0
Amplify Cybersecurity
-18.6K
- 69.95%
N/A
7.99K $0
Arista Networks, Inc.
-187
- 2.5%
N/A
7.29K $0
MODL
Victory Portfolios Ii Victorys
-141
- 0.16%
N/A
90.6K $0
VAW
Vanguard Materials ETF

ETFs
-89
- 2.73%
$163.82 - $196.64 $14.6K - $17.5K
3.17K $617K
HXL
Hexcel Corp

Industrials
-74
- 1.98%
$47.49 - $57.32 $3.51K - $4.24K
3.66K $206K
WDAY
Workday, Inc.

Technology
-168
- 2.53%
$210.47 - $274.71 $35.4K - $46.2K
6.48K $1.55M
MNST
Monster Beverage Corp

Consumer Defensive
-263
- 5.55%
$55.01 - $64.24 $14.5K - $16.9K
4.48K $280K
CNQ
Canadian Natural Resources LTD

Energy
-1
- 0.01%
$25.14 - $34.01 $25.1 - $34
8.12K $255K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-35
- 0.28%
$43.28 - $50.37 $1.51K - $1.76K
12.3K $618K
AME
Ametek Inc

Industrials
-125
- 3.62%
$151.41 - $182.75 $18.9K - $22.8K
3.33K $601K
HBAN
Huntington Bancshares Inc

Financial Services
-2.01K
- 8.54%
$12.49 - $16.76 $25.1K - $33.7K
21.5K $360K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-15
- 0.18%
$86.79 - $101.21 $1.3K - $1.52K
8.46K $833K
DG
Dollar General Corp

Consumer Defensive
-428
- 18.54%
$86.02 - $114.95 $36.8K - $49.2K
1.88K $215K
KEY
Keycorp

Financial Services
-637
- 3.82%
$13.23 - $17.42 $8.43K - $11.1K
16K $279K
WHR
Whirlpool Corp

Consumer Cyclical
-195
- 5.73%
$75.71 - $101.42 $14.8K - $19.8K
3.21K $325K
MMM
3 M CO

Industrials
-172
- 1.92%
$126.09 - $154.15 $21.7K - $26.5K
8.8K $1.34M
UBSI
United Bankshares Inc

Financial Services
-128
- 0.72%
$31.5 - $37.32 $4.03K - $4.78K
17.7K $643K
KEYS
Keysight Technologies, Inc.

Technology
-126
- 3.63%
$127.02 - $165.4 $16K - $20.8K
3.34K $547K
BDC
Belden Inc.

Technology
-64
- 2.78%
$87.1 - $116.54 $5.57K - $7.46K
2.24K $259K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.61K
- 4.58%
$22.92 - $28.05 $59.8K - $73.2K
54.4K $1.52M
IDV
Ishares Tr

ETFs
-689
- 4.23%
$27.79 - $34.84 $19.1K - $24K
15.6K $538K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-885
- 7.96%
$57.14 - $72.68 $50.6K - $64.3K
10.2K $743K
AL
Air Lease Corp

Industrials
-110
- 2.49%
$40.46 - $58.71 $4.45K - $6.46K
4.31K $252K
MCHP
Microchip Technology Inc

Technology
-1.05K
- 20.18%
$35.34 - $71.6 $37.2K - $75.4K
4.17K $293K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-552
- 0.56%
$7.42 - $8.86 $4.1K - $4.89K
98.3K $870K
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.05K
- 13.15%
$82.96 - $110.1 $170K - $226K
13.5K $1.49M
GIL
Gildan Activewear Inc.

Consumer Cyclical
-126
- 1.16%
$37.68 - $50.22 $4.75K - $6.33K
10.7K $528K
FTNT
Fortinet, Inc.

Technology
-12
- 0.18%
$84.71 - $108.69 $1.02K - $1.3K
6.83K $721K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-34
- 1.44%
$122.04 - $169.14 $4.15K - $5.75K
2.32K $392K
WWD
Woodward, Inc.

Industrials
-57
- 4.43%
$157.29 - $247.55 $8.97K - $14.1K
1.23K $301K
TDG
Trans Digm Group Inc

Industrials
-5
- 0.9%
$1231.75 - $1520.64 $6.16K - $7.6K
548 $833K
VEEV
Veeva Systems Inc

Healthcare
-195
- 8.43%
$209.39 - $289.94 $40.8K - $56.5K
2.12K $609K
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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