Summit Financial, LLC ETFs

Summit Financial, LLC

$3.54 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IDV Ishares Tr	$0	$505,000 0.01% of portfolio	16,301	Q1 2025 Added 0.33%
BNDX Vanguard Total International B	$0	$491,000 0.01% of portfolio	10,062	Q1 2025 Reduced 42.02%
VGK Vanguard Ftse Europe ETF Ftse	$0	$488,000 0.01% of portfolio	6,952	Q1 2025 New
DBEF Xtrackers Msci Eafe Hedged Equ	$0	$488,000 0.01% of portfolio	11,271	Q1 2025 New
SHY Ishares Barclays 1 3 Year Trea	$0	$486,000 0.01% of portfolio	5,881	Q1 2025 Added 49.15%
SMH Vaneck ETF Tr Semiconductor Et	$0	$484,000 0.01% of portfolio	2,290	Q1 2025 New
DVY Ishares Tr	$0	$465,000 0.01% of portfolio	3,466	Q1 2025 Added 0.58%
HEDJ Wisdomtree Europe Hedged Equit	$0	$458,000 0.01% of portfolio	9,665	Q1 2025 New
FIDU Fidelity Covington Tr Msci Ind	$0	$455,000 0.01% of portfolio	6,650	Q1 2025 Reduced 2.72%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$442,000 0.01% of portfolio	4,826	Q1 2025 New
IYH Ishares Tr	$0	$436,000 0.01% of portfolio	7,174	Q1 2025 Reduced 24.54%
FV First Trust Dorsey Wright Focu	$0	$436,000 0.01% of portfolio	7,948	Q1 2025 Added 4.51%
PWB Invesco Exchange Traded Fd Tr	$0	$430,000 0.01% of portfolio	4,486	Q1 2025 Reduced 3.98%
FNDE Schwab Fundamental Emerging Mk	$0	$419,000 0.01% of portfolio	13,621	Q1 2025 New
OUSA Alps ETF Tr Oshares U S Qualit	$0	$411,000 0.01% of portfolio	7,734	Q1 2025 Added 25.21%
IYW Ishares Dj Us Tech ETF	$0	$408,000 0.01% of portfolio	2,909	Q1 2025 Added 84.23%
RIGS Riverfront Strategic Income Fd	$0	$407,000 0.01% of portfolio	17,652	Q1 2025 New
UUP Invesco Db Us Dollar Index Bullish Fund	$1.66B	$406,000 0.01% of portfolio	14,227	Q1 2025 New
USHY Ishares Tr Broad Usd High Yiel	$0	$397,000 0.01% of portfolio	10,786	Q1 2025 Reduced 10.53%
SOXX Ishares Semiconductor ETF	$0	$390,000 0.01% of portfolio	2,075	Q1 2025 New
SPTS Spdr Portfolio Short Term Trea	$0	$385,000 0.01% of portfolio	13,190	Q1 2025 New
HYD Vaneck High Yield Muni ETF	$0	$384,000 0.01% of portfolio	7,511	Q1 2025 Reduced 22.46%
PCEF Invesco Cef Income Composite E	$0	$383,000 0.01% of portfolio	20,338	Q1 2025 Added 67.09%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$375,000 0.01% of portfolio	7,156	Q1 2025 New
IGV Ishares Expanded Tech Software	$0	$354,000 0.01% of portfolio	3,979	Q1 2025 New
FENY Fidelity Covington Tr Msci Ene	$0	$341,000 0.01% of portfolio	13,348	Q1 2025 Reduced 0.22%
MTUM Ishares Msci Usa Momentum Fact	$0	$339,000 0.01% of portfolio	1,681	Q1 2025 New
FSTA Fidelity Covington Tr Msci Con	$0	$332,000 0.01% of portfolio	6,509	Q1 2025 Added 0.15%
IAI Ishares Tr Us Broker Dealers &	$0	$329,000 0.01% of portfolio	2,355	Q1 2025 Added 1.42%
EFV Msci Eafe Value ETF	$0	$325,000 0.01% of portfolio	5,528	Q1 2025 Reduced 0.49%
SNSR Global X Fds Internet Of Thing	$0	$302,000 0.01% of portfolio	9,190	Q4 2024 New
SGOL Abrdn Gold ETF Trust	$4.61B	$299,000 0.01% of portfolio	10,034	Q1 2025 New
IDU Ishares Tr U S Utils ETF	$0	$294,000 0.01% of portfolio	2,904	Q1 2025 Added 0.03%
RDIV Invesco Exchange Traded Fd Tr	$0	$294,000 0.01% of portfolio	6,040	Q1 2025 New
TLH Ishares Barclays 10 20 Yr Trea	$0	$286,000 0.01% of portfolio	2,761	Q1 2025 New
ITM Vaneck Intermediate Muni ETF	$0	$285,000 0.01% of portfolio	6,265	Q1 2025 Added 0.98%
IWR Ishares Russell Mid Cap ETF	$0	$283,000 0.01% of portfolio	3,334	Q1 2025 New
VT Vanguard Total World Stk Index	$0	$273,000 0.01% of portfolio	2,357	Q1 2025 Added 12.61%
SJNK Spdr Bloomberg Short Term High	$0	$270,000 0.01% of portfolio	10,742	Q1 2025 New
GSLC Goldman Sachs ETF Tr Activebet	$0	$267,000 0.01% of portfolio	2,433	Q1 2025 Added 26.26%
SHYG Ishares 0 5 Year High Yield CO	$0	$262,000 0.01% of portfolio	6,173	Q1 2025 Added 26.21%
PPLT Abrdn Platinum ETF Trust	$1.09B	$262,000 0.01% of portfolio	2,927	Q4 2024 New
MGK Vanguard Mega Cap Growth ETF	$0	$259,000 0.01% of portfolio	841	Q1 2025 Reduced 62.72%
GBTC Grayscale Bitcoin Trust (Btc)	$59.6B	$251,000 0.01% of portfolio	3,864	Q1 2025 Added 7.15%
FUTY Fidelity Covington Tr Msci Uti	$0	$248,000 0.01% of portfolio	4,886	Q1 2025 Reduced 0.2%
IJJ Ishares S&P Midcap 400 Value E	$0	$229,000 0.01% of portfolio	1,915	Q1 2025 New
IMCV Ishares Morningstar Mid Cap Va	$0	$223,000 0.01% of portfolio	3,013	Q1 2025 New
FXL First Tr Exchange Traded Fd Fi	$0	$221,000 0.01% of portfolio	1,673	Q1 2025 Reduced 77.96%
SPXL Direxion Daily S&P 500 Bull 3 X	$0	$220,000 0.01% of portfolio	1,569	Q1 2025 New
ISCV Ishares Morningstar Small Cap	$0	$217,000 0.01% of portfolio	3,672	Q1 2025 New

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