Summit Financial, LLC Purchases in Q4 2024

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
121K
+ 39.65%
$117.0 - $148.88 $14.1M - $18M
425K $57.1M
VTI
Vanguard Total Stock Market Et

ETFs
31K
+ 2.13%
$280.04 - $302.45 $8.68M - $9.37M
1.48M $430M
AAPL
Apple Inc.

Technology
31K
+ 12.14%
$221.69 - $259.02 $6.87M - $8.03M
286K $71.7M
USFR
Wisdomtree Floating Rate Treas

ETFs
232K
+ 508.33%
$50.23 - $50.46 $11.6M - $11.7M
278K $14M
ET
Energy Transfer LP

Energy
476K
+ 227.66%
$16.05 - $19.86 $7.64M - $9.46M
686K $13.4M
AMZN
Amazon Com Inc

Consumer Cyclical
5.25K
+ 2.4%
$180.88 - $232.93 $949K - $1.22M
224K $49.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
299K
+ 2466.11%
$26.93 - $84.95 $8.06M - $25.4M
312K $8.51M
PDI
Pimco Dynamic Income Fund

Financial Services
401K
New
$18.33 - $20.85 $7.34M - $8.35M
401K $7.35M
AVGO
Broadcom Inc.

Technology
4.3K
+ 4.85%
$159.67 - $250.0 $686K - $1.07M
92.9K $21.5M
SYK
Stryker Corp

Healthcare
17.2K
+ 236.86%
$345.14 - $392.15 $5.94M - $6.74M
24.5K $8.81M
CCJ
Cameco Corp

Energy
108K
+ 259.97%
$48.64 - $61.14 $5.28M - $6.63M
150K $7.72M
IVV
Ishares Core S&P 500 ETF

ETFs
8.35K
+ 14.02%
$570.51 - $610.59 $4.76M - $5.1M
67.9K $40M
IWN
Ishares Russell2000 Val ETF

ETFs
31.7K
+ 266.86%
$162.69 - $181.35 $5.16M - $5.76M
43.6K $7.16M
GM
General Motors CO

Consumer Cyclical
80.7K
+ 84.73%
$44.82 - $60.2 $3.62M - $4.86M
176K $9.37M
UUUU
Energy Fuels Inc

Energy
944K
New
$5.11 - $7.29 $4.82M - $6.88M
944K $4.84M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.41K
+ 8.15%
$521.84 - $558.82 $3.35M - $3.58M
85.1K $45.8M
DNN
Denison Mines Corp.

Energy
2.38M
New
$1.8 - $2.39 $4.28M - $5.69M
2.38M $4.28M
JPM
Jpmorgan Chase & CO

Financial Services
7.17K
+ 8.23%
$205.18 - $250.29 $1.47M - $1.79M
94.3K $22.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.32K
+ 6.12%
$567.81 - $607.81 $3.02M - $3.23M
92.2K $54.1M
IWY
Ishares Tr Russell 200 Growth

ETFs
17.7K
New
$216.72 - $244.71 $3.83M - $4.33M
17.7K $4.16M
NTR
Nutrien Ltd.

Basic Materials
92.5K
New
$44.04 - $50.78 $4.07M - $4.7M
92.5K $4.14M
UEC
Uranium Energy Corp

Energy
612K
New
$6.55 - $8.6 $4.01M - $5.27M
612K $4.1M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
319K
New
$11.18 - $13.68 $3.57M - $4.37M
319K $4.06M
IAU
Ishares Gold Trust

ETFs
79.1K
+ 1591.49%
$48.37 - $52.65 $3.83M - $4.17M
84.1K $4.16M
LLY
Eli Lilly & CO

Healthcare
5.98K
+ 92.29%
$727.2 - $932.06 $4.35M - $5.58M
12.5K $9.63M
TSLA
Tesla, Inc.

Consumer Cyclical
450
+ 1.75%
$213.65 - $479.86 $96.1K - $216K
26.2K $10.6M
MSFT
Microsoft Corp

Technology
11.5K
+ 9.69%
$406.35 - $454.46 $4.68M - $5.24M
130K $55M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
32.9K
New
$105.85 - $112.84 $3.48M - $3.71M
32.9K $3.62M
MOS
Mosaic CO

Basic Materials
145K
New
$23.87 - $28.34 $3.46M - $4.11M
145K $3.57M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.36K
+ 24.71%
$442.29 - $483.08 $3.7M - $4.04M
42.2K $19.1M
EPD
Enterprise Products Partners L.P.

Energy
111K
+ 350.18%
$28.66 - $34.43 $3.17M - $3.81M
142K $4.47M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
103K
New
$34.13 - $37.35 $3.51M - $3.84M
103K $3.51M
PBA
Pembina Pipeline Corp

Energy
84.5K
New
$35.89 - $43.35 $3.03M - $3.66M
84.5K $3.12M
XOM
Exxon Mobil Corp

Energy
34.7K
+ 39.58%
$105.51 - $125.37 $3.66M - $4.35M
122K $13.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
20.6K
+ 26.28%
$124.26 - $134.12 $2.55M - $2.76M
98.8K $12.7M
SCCO
Southern Copper Corp

Basic Materials
31.3K
New
$91.13 - $117.95 $2.85M - $3.69M
31.3K $2.85M
IEFA
Ishares Tr

ETFs
78.4K
+ 22.79%
$70.06 - $77.43 $5.49M - $6.07M
422K $29.7M
VTV
Vanguard Value ETF

ETFs
28.2K
+ 7.2%
$168.32 - $181.87 $4.74M - $5.12M
419K $71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.72K
+ 10.99%
$481.22 - $538.17 $1.79M - $2M
37.6K $19.2M
OKE
Oneok Inc

Energy
26.1K
+ 551.42%
$92.28 - $117.05 $2.41M - $3.06M
30.8K $3.1M
WMT
Walmart Inc.

Consumer Defensive
9.52K
+ 5.18%
$79.1 - $95.7 $753K - $911K
193K $17.4M
SIL
Global X Silver Miners ETF

ETFs
80.9K
New
$31.61 - $41.98 $2.56M - $3.39M
80.9K $2.57M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
9.61K
+ 34.37%
$172.07 - $207.36 $1.65M - $1.99M
37.6K $7.42M
TJX
Tjx Companies Inc

Consumer Cyclical
20.3K
+ 65.84%
$112.15 - $127.2 $2.27M - $2.58M
51.1K $6.17M
VBR
Vanguard Small Cap Value ETF

ETFs
15.2K
+ 8.34%
$197.36 - $217.3 $3M - $3.3M
198K $39.1M
V
Visa Inc.

Financial Services
2.94K
+ 7.7%
$273.87 - $320.91 $806K - $944K
41.1K $13M
T
At&T Inc.

Communication Services
101K
+ 69.55%
$21.22 - $23.88 $2.15M - $2.42M
247K $5.62M
QUAL
Ishares Msci Usa Quality Facto

ETFs
13.1K
+ 222.01%
$176.42 - $186.91 $2.31M - $2.44M
19K $3.38M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
30.1K
+ 63.15%
$77.86 - $79.27 $2.34M - $2.38M
77.7K $6.06M
Activity Summary
Buys All Purchases 491 New Holdings 122 Increased Positions 369 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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