Summit Financial, LLC Purchases in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
10.5K
+ 88.81%
$10.62 - $11.43 $112K - $120K
22.4K $254K
IXN
Ishares Global Information Tec

ETFs
506
+ 7.59%
$91.28 - $103.32 $46.2K - $52.3K
7.17K $740K
VPU
Vanguard Utilities ETF

ETFs
124
+ 1.59%
$175.25 - $189.41 $21.7K - $23.5K
7.91K $1.5M
DRIV
Global X Fds Global X Autonomo

ETFs
2.45K
+ 22.92%
$23.34 - $28.35 $57.1K - $69.4K
13.1K $371K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
12.6K
+ 35.19%
$8.7 - $9.11 $109K - $114K
48.3K $439K
FEX
First Tr Large Cap Core Alphde

ETFs
265
+ 2.03%
$110.0 - $117.08 $29.2K - $31K
13.3K $1.56M
PML
Pimco Municipal Income Fund Ii

Financial Services
15.4K
New
$7.11 - $7.91 $109K - $122K
15.4K $121K
TSCO
Tractor Supply CO

Consumer Cyclical
48
+ 0.17%
$54.08 - $62.65 $2.6K - $3.01K
28.6K $1.63M
FRT
Federal Realty Investment Trust

Real Estate
561
+ 5.66%
$90.61 - $102.67 $50.8K - $57.6K
10.5K $1.06M
VLO
Valero Energy Corp

Energy
270
+ 13.51%
$131.77 - $175.63 $35.6K - $47.4K
2.27K $386K
PG
Procter & Gamble CO

Consumer Defensive
2.55K
+ 5.19%
$150.47 - $161.22 $384K - $412K
51.8K $7.95M
VST
Vistra Corp.

Utilities
559
+ 36.68%
$182.0 - $217.92 $102K - $122K
2.08K $408K
NVT
N Vent Electric PLC

Industrials
21
+ 0.48%
$72.16 - $100.25 $1.52K - $2.11K
4.38K $431K
DHR
Danaher Corp

Healthcare
537
+ 8.87%
$181.46 - $212.2 $97.4K - $114K
6.59K $1.31M
ITM
Vaneck Intermediate Muni ETF

ETFs
2.14K
+ 25.04%
$45.2 - $46.71 $96.7K - $100K
10.7K $497K
GDV
Gabelli Dividend & Income Trust

Financial Services
1.53K
+ 2.53%
$25.8 - $27.4 $39.4K - $41.8K
61.9K $1.68M
CLF
Cleveland Cliffs Inc.

Basic Materials
4.62K
+ 42.25%
$8.12 - $12.84 $37.5K - $59.3K
15.5K $189K
TROW
Price T Rowe Group Inc

Financial Services
622
+ 9.35%
$98.67 - $111.52 $61.4K - $69.4K
7.27K $746K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.09K
+ 4.95%
$14.53 - $17.13 $30.3K - $35.8K
44.2K $740K
CMPS
Compass Pathways PLC

Healthcare
12.3K
New
N/A
12.3K $104K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.23K
+ 21.0%
$82.38 - $83.0 $101K - $102K
7.08K $587K
BNDX
Vanguard Total International B

ETFs
2.08K
+ 11.05%
$49.0 - $49.51 $102K - $103K
20.9K $1.03M
CFG
Citizens Financial Group Inc

Financial Services
835
+ 12.47%
$46.1 - $53.65 $38.5K - $44.8K
7.53K $400K
TNA
Direxion Daily Small Cap Bull

ETFs
116
+ 1.42%
$32.54 - $47.12 $3.77K - $5.47K
8.29K $375K
BDX
Becton Dickinson & CO

Healthcare
367
+ 17.58%
$172.41 - $199.66 $63.3K - $73.3K
2.46K $459K
NRZ
New Residential Investment Corp.

Real Estate
13.7K
New
N/A
13.7K $99K
NTR
Nutrien Ltd.

Basic Materials
884
+ 0.91%
$55.69 - $62.11 $49.2K - $54.9K
98.2K $5.77M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
10.3K
New
$9.36 - $9.87 $96.3K - $102K
10.3K $97K
HIG
Hartford Financial Services Group, Inc.

Financial Services
449
+ 8.46%
$119.73 - $134.7 $53.8K - $60.5K
5.76K $767K
VMC
Vulcan Materials CO

Basic Materials
85
+ 5.94%
$260.62 - $307.62 $22.2K - $26.1K
1.52K $466K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
573
+ 0.47%
$49.05 - $49.99 $28.1K - $28.6K
122K $6.09M
PWR
Quanta Services, Inc.

Industrials
93
+ 6.65%
$372.29 - $421.68 $34.6K - $39.2K
1.49K $617K
BITF
Bitfarms LTD

Financial Services
30.5K
New
$0.84 - $3.2 $25.6K - $97.6K
30.5K $86K
SYY
Sysco Corp

Consumer Defensive
206
+ 1.98%
$76.33 - $82.51 $15.7K - $17K
10.6K $874K
MGK
Vanguard Mega Cap Growth ETF

ETFs
134
+ 15.93%
$362.31 - $405.74 $48.5K - $54.4K
975 $392K
CMS
Cms Energy Corp

Utilities
478
+ 3.86%
$69.37 - $74.67 $33.2K - $35.7K
12.9K $942K
MMM
3 M CO

Industrials
373
+ 4.24%
$144.41 - $160.2 $53.9K - $59.8K
9.18K $1.42M
ED
Consolidated Edison Inc

Utilities
811
+ 25.14%
$95.57 - $105.36 $77.5K - $85.4K
4.04K $405K
DD
Du Pont De Nemours, Inc.

Basic Materials
570
+ 14.04%
$69.9 - $78.26 $39.8K - $44.6K
4.63K $360K
TDIV
First Trust Nasdaq Technology

ETFs
617
+ 25.21%
$89.27 - $100.33 $55.1K - $61.9K
3.06K $302K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
2.29K
+ 2.33%
$8.8 - $9.5 $20.2K - $21.8K
101K $951K
KR
Kroger CO

Consumer Defensive
1.94K
+ 16.79%
$64.52 - $74.35 $125K - $144K
13.5K $910K
MBB
Ishares Tr

ETFs
725
+ 9.11%
$92.46 - $95.73 $67K - $69.4K
8.68K $826K
CB
Chubb LTD

Financial Services
707
+ 4.31%
$265.99 - $289.59 $188K - $205K
17.1K $4.83M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
368
+ 2.3%
$42.26 - $47.16 $15.6K - $17.4K
16.4K $759K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
434
+ 6.8%
$87.69 - $96.0 $38.1K - $41.7K
6.82K $642K
BOND
Pimco Active Bond Exchange Tra

ETFs
773
+ 25.58%
$90.83 - $93.81 $70.2K - $72.5K
3.8K $354K
GL
Globe Life Inc.

Financial Services
85
+ 2.59%
$117.6 - $146.55 $10K - $12.5K
3.37K $481K
GPC
Genuine Parts CO

Consumer Cyclical
68
+ 1.9%
$122.23 - $142.77 $8.31K - $9.71K
3.65K $506K
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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