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
IJK
Ishares S&P Midcap 400 Growth

ETFs
-201
- 1.69%
$73.7 - $90.98 $14.8K - $18.3K
11.7K $1.07M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-25.8K
- 10.98%
$40.94 - $52.1 $1.06M - $1.34M
209K $10.9M
NVT
N Vent Electric PLC

Industrials
-115
- 2.57%
$45.2 - $73.35 $5.2K - $8.44K
4.36K $319K
ARMK
Aramark

Industrials
-28
- 0.22%
$30.39 - $42.1 $851 - $1.18K
12.7K $533K
USB
Us Bancorp \De\

Financial Services
-152
- 0.39%
$36.4 - $45.76 $5.53K - $6.96K
38.8K $1.76M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-1.55K
- 17.05%
$144.94 - $210.94 $225K - $327K
7.55K $1.59M
TTD
Trade Desk, Inc.

Technology
-714
- 6.08%
$45.27 - $79.4 $32.3K - $56.7K
11K $793K
RY
Royal Bank Of Canada

Financial Services
-37
- 0.43%
$108.36 - $131.55 $4.01K - $4.87K
8.54K $1.12M
ETN
Eaton Corp PLC

Industrials
-1.88K
- 19.3%
$246.52 - $356.99 $462K - $670K
7.84K $2.8M
IDXX
Idexx Laboratories Inc

Healthcare
-57
- 3.15%
$361.04 - $536.34 $20.6K - $30.6K
1.75K $940K
SYF
Synchrony Financial

Financial Services
-23
- 0.16%
$43.81 - $66.74 $1.01K - $1.54K
14.4K $963K
C
Citigroup Inc

Financial Services
-981
- 4.54%
$58.13 - $85.12 $57K - $83.5K
20.6K $1.76M
SYK
Stryker Corp

Healthcare
-504
- 2.42%
$337.37 - $395.63 $170K - $199K
20.3K $8.04M
AMP
Ameriprise Financial Inc

Financial Services
-101
- 1.45%
$422.19 - $533.73 $42.6K - $53.9K
6.84K $3.65M
XLI
Industrial Sector Spdr

ETFs
-630
- 2.49%
$116.42 - $147.52 $73.3K - $92.9K
24.7K $3.64M
TT
Trane Technologies PLC

Industrials
-576
- 9.01%
$315.21 - $437.41 $182K - $252K
5.81K $2.54M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-252
- 0.25%
$32.66 - $40.75 $8.23K - $10.3K
102K $4.11M
AMAT
Applied Materials Inc

Technology
-974
- 6.27%
$126.95 - $183.52 $124K - $179K
14.6K $2.66M
PH
Parker Hannifin Corp

Industrials
-29
- 0.6%
$517.23 - $700.54 $15K - $20.3K
4.83K $3.38M
SA
Seabridge Gold Inc

Basic Materials
-1K
- 0.62%
$9.75 - $14.93 $9.75K - $14.9K
160K $2.32M
DKNG
Draft Kings Inc.

Consumer Cyclical
-3.27K
- 5.4%
$31.67 - $42.89 $103K - $140K
57.2K $2.45M
VGT
Vanguard Information Technolog

ETFs
-995
- 10.57%
$470.37 - $663.28 $468K - $660K
8.42K $5.58M
IWY
Ishares Tr Russell 200 Growth

ETFs
-441
- 2.44%
$187.5 - $246.51 $82.7K - $109K
17.6K $4.34M
IXUS
Ishares Tr

ETFs
-1.01K
- 1.21%
$62.37 - $77.63 $62.7K - $78K
81.8K $6.32M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-102
- 1.81%
$177.93 - $313.14 $18.1K - $31.9K
5.53K $1.73M
INTU
Intuit Inc

Technology
-22
- 0.59%
$544.07 - $787.63 $12K - $17.3K
3.71K $2.92M
IAU
Ishares Gold Trust

ETFs
-4.98K
- 1.78%
$56.1 - $64.74 $280K - $323K
275K $17.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-771
- 0.8%
$72.96 - $90.39 $56.3K - $69.7K
95.6K $8.54M
SIL
Global X Silver Miners ETF

ETFs
-539
- 0.66%
$33.97 - $49.02 $18.3K - $26.4K
80.6K $3.88M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-36.4K
- 11.13%
$70.56 - $92.75 $2.57M - $3.38M
291K $26.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.57K
- 1.93%
$51.16 - $62.02 $387K - $469K
384K $23.8M
MS
Morgan Stanley

Financial Services
-1.23K
- 2.58%
$99.83 - $140.86 $123K - $174K
46.5K $6.55M
COST
Costco Wholesale Corp

Consumer Defensive
-152
- 0.55%
$908.13 - $1056.85 $138K - $161K
27.5K $27.2M
FDN
First Tr Fd Dow Jones

ETFs
-2.64K
- 6.3%
$200.29 - $269.33 $529K - $711K
39.2K $10.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.16K
- 5.56%
$320.42 - $424.58 $693K - $918K
36.7K $15.6M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-7.07K
- 11.0%
$66.89 - $111.18 $473K - $786K
57.2K $6.36M
CCJ
Cameco Corp

Energy
-42.9K
- 26.14%
$36.68 - $74.46 $1.57M - $3.2M
121K $9M
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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