Summit Financial, LLC Portfolio Holdings
Summit Financial, LLC
- $3.54 Billion
- Q1 2025
Summit Financial, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.54 Billion distributed in 706 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $417M, Vanguard Ftse All World Ex Us with a value of $203M, Vanguard Growth ETF with a value of $85.3M, Apple Inc. with a value of $81.9M, and Berkshire Hathaway Inc Class B with a value of $78.8M.
Examining the 13F form we can see an increase of $709M in the current position value, from $2.83B to 3.54B.
Summit Financial, LLC is based out at Parsippany, NJ
Below you can find more details about Summit Financial, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 706
- Current Value $3.54 Billion
- Prior Value $2.83 Billion
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 106 stocks
- Additional Purchases 414 stocks
- Sold out of 0 stocks
- Reduced holdings in 168 stocks