Summit Financial, LLC Reduced Holdings in Q1 2025

Summit Financial, LLC

  • $3.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DVN
Devon Energy Corp

Energy
-531
- 1.65%
$33.15 - $38.55 $17.6K - $20.5K
31.6K $1.18M
O
Realty Income Corp

Real Estate
-328
- 0.97%
$51.67 - $58.49 $16.9K - $19.2K
33.5K $1.94M
TIP
Ishares Tr Tips Bd ETF

ETFs
-49
- 0.15%
$106.22 - $111.09 $5.2K - $5.44K
33K $3.67M
PSX
Phillips 66

Energy
-280
- 1.42%
$113.93 - $131.55 $31.9K - $36.8K
19.5K $2.4M
AWK
American Water Works Company, Inc.

Utilities
-40
- 0.47%
$121.01 - $149.31 $4.84K - $5.97K
8.4K $1.24M
FNDF
Schwab Fundamental Intl Large

ETFs
-14.5K
- 5.95%
$32.9 - $37.45 $476K - $542K
229K $8.27M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-914
- 0.89%
$33.84 - $37.77 $30.9K - $34.5K
102K $3.71M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-2.43K
- 0.82%
$25.69 - $26.89 $62.5K - $65.4K
295K $7.92M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-333
- 5.31%
$80.53 - $147.57 $26.8K - $49.1K
5.94K $785K
AMT
American Tower Corp

Real Estate
-233
- 2.45%
$173.46 - $217.6 $40.4K - $50.7K
9.29K $2.02M
CVS
Cvs Health Corp

Healthcare
-4.03K
- 12.88%
$44.22 - $68.64 $178K - $277K
27.3K $1.85M
COST
Costco Wholesale Corp

Consumer Defensive
-257
- 0.92%
$890.62 - $1076.86 $229K - $277K
27.7K $26.2M
PM
Philip Morris International Inc.

Consumer Defensive
-457
- 2.44%
$117.15 - $158.79 $53.5K - $72.6K
18.3K $2.9M
T
At&T Inc.

Communication Services
-10K
- 4.05%
$21.56 - $28.28 $216K - $283K
237K $6.69M
V
Visa Inc.

Financial Services
-659
- 1.6%
$306.92 - $362.71 $202K - $239K
40.5K $14.2M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-44.5K
- 11.97%
$55.75 - $77.63 $2.48M - $3.45M
327K $25.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
-19.4K
- 0.58%
$56.51 - $62.98 $1.1M - $1.22M
3.34M $203M
Activity Summary
Buys All Purchases 520 New Holdings 106 Increased Positions 414 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 0 Puts 0
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