Summit Financial, LLC Purchases in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
350K
New
$225.11 - $247.9 $78.7M - $86.7M
350K $86.4M
PLTR
Palantir Technologies Inc.

Technology
343K
New
$130.68 - $186.97 $44.8M - $64.2M
343K $62.6M
IVV
Ishares Core S&P 500 ETF

ETFs
48.7K
+ 26.07%
$620.67 - $670.08 $30.2M - $32.6M
235K $157M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.44M
New
$24.97 - $25.78 $36M - $37.2M
1.44M $36.9M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
1.74M
New
$20.77 - $21.32 $36.1M - $37.1M
1.74M $36.9M
IBDV
Ishares Tr

Technology
1.55M
New
$21.75 - $22.22 $33.8M - $34.5M
1.55M $34.4M
AAPL
Apple Inc.

Technology
36.3K
+ 7.15%
$202.38 - $256.87 $7.34M - $9.32M
544K $138M
TSLA
Tesla, Inc.

Consumer Cyclical
53.1K
+ 123.11%
$293.94 - $444.72 $15.6M - $23.6M
96.3K $42.8M
NVDA
Nvidia Corp

Technology
40.1K
+ 6.66%
$153.3 - $186.58 $6.15M - $7.49M
643K $120M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.01M
New
$23.13 - $23.54 $23.4M - $23.8M
1.01M $23.7M
IVE
Ishares S&P 500 Value ETF

ETFs
104K
+ 1570.1%
$194.44 - $206.51 $20.2M - $21.5M
111K $22.9M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
65.2K
+ 1111.42%
$275.84 - $326.36 $18M - $21.3M
71.1K $23.2M
MSFT
Microsoft Corp

Technology
32.2K
+ 17.39%
$491.09 - $535.64 $15.8M - $17.3M
218K $113M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
526K
New
$35.42 - $38.65 $18.6M - $20.3M
526K $20M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
780K
New
$25.24 - $25.56 $19.7M - $19.9M
780K $19.9M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
396K
New
$45.26 - $46.63 $17.9M - $18.5M
396K $18.3M
HOOD
Robinhood Markets, Inc.

Technology
127K
New
$91.27 - $143.18 $11.6M - $18.1M
127K $18.1M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
383K
New
$42.39 - $44.63 $16.2M - $17.1M
383K $17.1M
SOFI
So Fi Technologies, Inc.

Financial Services
625K
New
$17.64 - $29.81 $11M - $18.6M
625K $16.5M
AVDE
American Centy ETF Tr Avantis

ETFs
194K
New
$73.24 - $79.04 $14.2M - $15.3M
194K $15.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14.9K
+ 10.79%
$567.77 - $614.76 $8.44M - $9.13M
153K $93.4M
AVEM
American Centy ETF Tr Avantis

ETFs
179K
New
$68.33 - $75.41 $12.2M - $13.5M
179K $13.4M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
261K
New
$49.09 - $50.58 $12.8M - $13.2M
261K $13.2M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
440K
New
$28.95 - $29.73 $12.7M - $13.1M
440K $13.1M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
107K
New
$110.74 - $122.12 $11.9M - $13.1M
107K $13M
JEPI
J P Morgan Exchange Traded Fd

ETFs
227K
New
$55.61 - $57.37 $12.6M - $13M
227K $13M
VTV
Vanguard Value ETF

ETFs
46.6K
+ 10.95%
$175.51 - $186.57 $8.17M - $8.69M
472K $88M
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
83K
New
$70.83 - $154.44 $5.88M - $12.8M
83K $12.8M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
27.4K
New
$393.18 - $439.39 $10.8M - $12M
27.4K $11.9M
AMZN
Amazon Com Inc

Consumer Cyclical
53K
+ 17.17%
$211.65 - $238.24 $11.2M - $12.6M
361K $79.4M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
195K
New
$53.81 - $57.52 $10.5M - $11.2M
195K $11.2M
JPM
Jpmorgan Chase & CO

Financial Services
21.3K
+ 12.76%
$282.78 - $316.06 $6.02M - $6.72M
188K $59.3M
DGRO
Ishares Core Dividend Growth E

ETFs
154K
New
$64.12 - $68.08 $9.88M - $10.5M
154K $10.5M
WPM
Wheaton Precious Metals Corp.

Basic Materials
32.3K
+ 11.11%
$86.72 - $111.84 $2.8M - $3.61M
323K $36.1M
RDVY
First Trust Rising Dividend Ac

ETFs
143K
New
$62.38 - $67.29 $8.89M - $9.59M
143K $9.59M
AXSM
Axsome Therapeutics, Inc.

Healthcare
77.5K
New
$100.39 - $129.29 $7.78M - $10M
77.5K $9.42M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
386K
New
$24.14 - $24.34 $9.32M - $9.4M
386K $9.4M
GOOG
Alphabet Inc.

Communication Services
12.1K
+ 12.42%
$175.16 - $255.24 $2.12M - $3.08M
109K $26.6M
MSTR
Microstrategy Inc

Technology
28.7K
+ 801.62%
$300.7 - $455.9 $8.63M - $13.1M
32.3K $10.4M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
356K
New
$23.69 - $24.32 $8.44M - $8.67M
356K $8.66M
SCHG
Schwab Strategic Tr Us Large C

ETFs
228K
+ 44.85%
$28.92 - $32.19 $6.6M - $7.34M
737K $23.5M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
36K
+ 217.88%
$195.29 - $223.85 $7.03M - $8.06M
52.5K $11.7M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
84.4K
New
$96.91 - $101.22 $8.18M - $8.54M
84.4K $8.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.06K
+ 1.44%
$617.65 - $666.84 $1.27M - $1.37M
145K $96.6M
MLN
Vaneck Long Muni ETF

ETFs
471K
New
$16.52 - $17.5 $7.78M - $8.24M
471K $8.23M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
60.7K
+ 69.85%
$108.46 - $120.63 $6.59M - $7.33M
148K $17.6M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
333K
New
N/A
333K $7.91M
JBBB
Janus Detroit Str Tr Henderson

ETFs
162K
New
$48.04 - $48.61 $7.78M - $7.87M
162K $7.8M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
370K
New
$20.41 - $20.67 $7.55M - $7.65M
370K $7.61M
Activity Summary
Buys All Purchases 941 New Holdings 460 Increased Positions 481 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
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