Summit Financial, LLC Purchases in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FDIS
Fidelity Covington Tr Msci Con

ETFs
1.76K
+ 21.29%
$93.41 - $104.11 $165K - $183K
10K $1.03M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
3.99K
New
$60.96 - $64.31 $243K - $257K
3.99K $253K
JOE
St Joe CO

Real Estate
5.12K
New
$48.26 - $52.64 $247K - $270K
5.12K $253K
SDS
Proshares Tr Ultrashort S&P 50

ETFs
17.5K
New
$14.45 - $16.7 $253K - $293K
17.5K $253K
TER
Teradyne, Inc

Technology
1.81K
New
$90.15 - $137.64 $163K - $249K
1.81K $248K
JEF
Jefferies Financial Group Inc.

Financial Services
142
+ 0.64%
$54.67 - $70.36 $7.76K - $9.99K
22.3K $1.46M
GBIL
Goldman Sachs Access Treasury

ETFs
2.44K
New
$99.82 - $100.23 $244K - $245K
2.44K $244K
UPS
United Parcel Service Inc

Industrials
8.53K
+ 31.55%
$82.58 - $105.54 $704K - $900K
35.6K $2.97M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
5.44K
New
$43.53 - $44.97 $237K - $245K
5.44K $242K
AGQ
Pro Shares Trust Ii

ETFs
3.14K
New
$47.2 - $76.88 $148K - $241K
3.14K $239K
K
Kellogg CO

Consumer Defensive
2.91K
New
$76.96 - $82.02 $224K - $238K
2.91K $238K
DHI
Horton D R Inc

Consumer Cyclical
1.4K
New
$129.82 - $184.04 $182K - $258K
1.4K $237K
AGOX
Starboard Invt Tr

ETFs
7.69K
New
$28.93 - $30.85 $223K - $237K
7.69K $236K
EA
Electronic Arts Inc.

Communication Services
1.17K
New
$147.79 - $202.05 $173K - $237K
1.17K $236K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.71K
New
$113.78 - $148.0 $195K - $254K
1.71K $236K
CURE
Direxion Daily Healthcare Bull

ETFs
2.81K
New
$67.57 - $84.31 $190K - $237K
2.81K $234K
TQQQ
Proshares Ultrapro Qqq

ETFs
2.25K
New
$80.89 - $104.72 $182K - $235K
2.25K $232K
DRTS
Alpha Tau Medical Ltd.

Healthcare
51.6K
New
$2.9 - $4.51 $150K - $233K
51.6K $232K
CXE
Mfs High Income Municipal Trust

Financial Services
47.4K
+ 10.37%
$3.47 - $3.72 $164K - $176K
504K $1.86M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.89K
+ 41.32%
$117.65 - $120.08 $222K - $227K
6.46K $772K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.91K
New
$53.36 - $59.69 $209K - $233K
3.91K $227K
JETS
ETF Ser Solutions U S Global J

ETFs
9.23K
New
$23.12 - $26.44 $213K - $244K
9.23K $227K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
9.53K
New
$22.83 - $23.85 $218K - $227K
9.53K $226K
OXY
Occidental Petroleum Corp

Energy
2.43K
+ 11.52%
$42.54 - $48.1 $103K - $117K
23.6K $1.11M
GNRC
Generac Holdings Inc.

Industrials
1.35K
New
$146.61 - $202.85 $198K - $273K
1.35K $225K
SHYD
Vaneck Short High Yield Muni E

ETFs
9.78K
New
$22.31 - $23.01 $218K - $225K
9.78K $224K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
4.69K
New
$44.58 - $48.01 $209K - $225K
4.69K $224K
SGDJ
Sprott ETF Trj R Gold Miners E

ETFs
3.11K
New
$47.53 - $71.79 $148K - $223K
3.11K $222K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.8K
+ 86.77%
$78.11 - $79.07 $219K - $221K
6.03K $475K
CRDO
Credo Technology Group Holding LTD

Technology
1.51K
New
$87.59 - $172.31 $133K - $261K
1.51K $220K
SECT
Sector 10, Inc.

ETFs
3.48K
New
$57.95 - $63.16 $202K - $220K
3.48K $219K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
2.75K
New
$54.83 - $84.09 $151K - $231K
2.75K $218K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
30.6K
+ 6.63%
$12.11 - $12.64 $370K - $386K
492K $6.08M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
7.35K
New
$28.77 - $29.79 $211K - $219K
7.35K $217K
VIG
Vanguard Dividend Appreciation

ETFs
1.19K
+ 3.29%
N/A
37.3K $6.8M
SONY
Sony Group Corp

Technology
7.46K
New
$23.92 - $30.07 $179K - $224K
7.46K $214K
L
Loews Corp

Financial Services
2.13K
New
$89.82 - $100.39 $191K - $214K
2.13K $213K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
30.4K
New
$6.27 - $7.05 $190K - $214K
30.4K $213K
RIO
Rio Tinto PLC

Basic Materials
3.23K
New
$57.66 - $66.01 $186K - $213K
3.23K $213K
PSI
Invesco Exchange Traded Fd Tr

ETFs
115
+ 0.59%
$58.74 - $71.59 $6.76K - $8.23K
19.8K $1.39M
VMI
Valmont Industries Inc

Industrials
16
+ 0.47%
$328.58 - $387.73 $5.26K - $6.2K
3.39K $1.32M
VNQ
Vanguard Specialized Funds Van

ETFs
1.33K
+ 3.48%
$88.47 - $93.24 $118K - $124K
39.6K $3.62M
COP
Conocophillips

Energy
809
+ 2.96%
$91.0 - $98.99 $73.6K - $80.1K
28.1K $2.66M
RY
Royal Bank Of Canada

Financial Services
501
+ 5.86%
$128.46 - $148.6 $64.4K - $74.4K
9.04K $1.33M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
5.55K
New
$35.04 - $37.72 $195K - $209K
5.55K $208K
ROBO
Robo Global Robotics And Autom

ETFs
476
+ 1.56%
$59.49 - $67.23 $28.3K - $32K
31.1K $2.04M
OTIS
Otis Worldwide Corp

Industrials
2.27K
New
$84.93 - $101.07 $193K - $229K
2.27K $207K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.45K
+ 73.88%
$121.46 - $130.92 $176K - $190K
3.42K $444K
FNDX
Schwab Fundamental U S Large C

ETFs
7.86K
New
$24.38 - $26.34 $192K - $207K
7.86K $206K
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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