Summit Financial, LLC Portfolio Holdings
Summit Financial, LLC
- $2.54 Billion
- Q3 2024
Summit Financial, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.54 Billion distributed in 556 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 $411M, Vanguard Ftse All World Ex Us with a value of $203M, Vanguard Growth ETF with a value of $86M, Chipotle Mexican Grill Inc with a value of $69.2M, and Vanguard Value ETF with a value of $68.3M.
Examining the 13F form we can see an increase of $360M in the current position value, from $2.18B to 2.54B.
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 556
- Current Value $2.54 Billion
- Prior Value $2.18 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 71 stocks
- Additional Purchases 316 stocks
- Sold out of 0 stocks
- Reduced holdings in 140 stocks