Summit Financial, LLC Purchases in Q4 2024

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
55.6K
+ 30.23%
$45.07 - $47.1 $2.51M - $2.62M
240K $10.8M
GEL
Genesis Energy LP

Energy
210K
New
$9.92 - $13.67 $2.09M - $2.88M
210K $2.13M
SCHP
Schwab Strategic Us Tips ETF

ETFs
193K
+ 185.15%
$25.74 - $53.78 $4.96M - $10.4M
297K $7.67M
IBM
International Business Machines Corp

Technology
9.39K
+ 67.09%
$204.9 - $238.04 $1.92M - $2.24M
23.4K $5.14M
CSCO
Cisco Systems, Inc.

Technology
29.2K
+ 54.98%
$52.45 - $60.02 $1.53M - $1.75M
82.3K $4.87M
SPYG
Spdr Portfolio

ETFs
15.3K
+ 11.05%
$81.74 - $91.38 $1.25M - $1.4M
154K $13.6M
DEI
Douglas Emmett Inc

Real Estate
109K
New
$17.33 - $20.32 $1.9M - $2.22M
109K $2.03M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.77K
+ 7.93%
$370.24 - $418.94 $1.02M - $1.16M
37.7K $15.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
207K
+ 331.47%
$22.4 - $68.28 $4.64M - $14.1M
270K $6.25M
CVX
Chevron Corp

Energy
13.9K
+ 91.52%
$141.15 - $162.53 $1.97M - $2.26M
29.2K $4.22M
XLY
Select Sector Spdr Consumer Di

ETFs
8.21K
+ 160.99%
$194.8 - $239.43 $1.6M - $1.97M
13.3K $2.99M
WMB
Williams Companies, Inc.

Energy
27.2K
+ 49.92%
$46.37 - $59.74 $1.26M - $1.62M
81.7K $4.42M
AXP
American Express CO

Financial Services
5.71K
+ 109.79%
$267.35 - $305.57 $1.53M - $1.74M
10.9K $3.24M
BAC
Bank Of America Corp

Financial Services
37.3K
+ 86.94%
$39.22 - $47.77 $1.46M - $1.78M
80.1K $3.52M
GOOG
Alphabet Inc.

Communication Services
3.74K
+ 8.25%
$163.08 - $198.16 $610K - $742K
49.1K $9.35M
COST
Costco Wholesale Corp

Consumer Defensive
986
+ 3.66%
$873.59 - $994.69 $861K - $981K
27.9K $25.6M
XLF
Financial Sector Spdr

ETFs
29.9K
+ 40.81%
$44.89 - $51.34 $1.34M - $1.54M
103K $4.99M
HON
Honeywell International Inc

Industrials
4.68K
+ 15.77%
$202.84 - $236.0 $949K - $1.1M
34.3K $7.76M
LNG
Cheniere Energy, Inc.

Energy
6.49K
+ 108.62%
$181.07 - $225.92 $1.17M - $1.47M
12.5K $2.68M
SCHG
Schwab Strategic Tr Us Large C

ETFs
193K
+ 388.01%
$25.93 - $105.3 $4.99M - $20.3M
242K $6.75M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
33.6K
+ 16.91%
$51.54 - $52.55 $1.73M - $1.77M
232K $12M
MRK
Merck & Co., Inc.

Healthcare
26K
+ 34.16%
$96.31 - $114.76 $2.5M - $2.98M
102K $10.2M
QCOM
Qualcomm Inc

Technology
10.2K
+ 190.51%
$150.4 - $178.04 $1.54M - $1.82M
15.6K $2.4M
EMR
Emerson Electric CO

Industrials
11K
+ 136.11%
$108.13 - $134.33 $1.19M - $1.48M
19.1K $2.37M
GILD
Gilead Sciences, Inc.

Healthcare
15.5K
+ 392.0%
$83.95 - $97.9 $1.3M - $1.52M
19.4K $1.8M
COPX
Global X Copper Miners ETF

ETFs
37.5K
New
$38.17 - $48.57 $1.43M - $1.82M
37.5K $1.43M
URA
Global X Uranium ETF

ETFs
52.6K
New
$26.78 - $33.46 $1.41M - $1.76M
52.6K $1.41M
CVE
Cenovus Energy Inc.

Energy
92.5K
New
$14.35 - $18.36 $1.33M - $1.7M
92.5K $1.4M
USB
Us Bancorp \De\

Financial Services
28.6K
+ 549.17%
$43.98 - $53.66 $1.26M - $1.54M
33.8K $1.62M
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.7K
+ 20.1%
$174.22 - $187.62 $1.52M - $1.63M
52K $9.11M
VO
Vanguard Mid Cap ETF

ETFs
4.92K
+ 8.54%
$261.5 - $284.63 $1.29M - $1.4M
62.5K $16.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
15.2K
+ 101.37%
$88.59 - $94.57 $1.34M - $1.44M
30.2K $2.68M
ACWI
Ishares Msci Acwi ETF

ETFs
10.9K
New
$117.05 - $123.03 $1.28M - $1.34M
10.9K $1.28M
HMY
Harmony Gold Mining CO LTD

Basic Materials
150K
New
$8.14 - $12.23 $1.22M - $1.84M
150K $1.23M
MET
Metlife Inc

Financial Services
15.1K
+ 296.63%
$78.15 - $88.25 $1.18M - $1.33M
20.1K $1.65M
DFS
Discover Financial Services

Financial Services
6.53K
+ 225.02%
$136.3 - $182.67 $890K - $1.19M
9.43K $1.63M
EPI
Wisdomtree Tr India Earnings F

ETFs
27.1K
New
$45.09 - $50.08 $1.22M - $1.36M
27.1K $1.23M
MUR
Murphy Oil Corp

Energy
40.1K
New
$28.14 - $36.09 $1.13M - $1.45M
40.1K $1.21M
O
Realty Income Corp

Real Estate
24.4K
+ 259.77%
$51.76 - $64.71 $1.26M - $1.58M
33.8K $1.81M
MA
Mastercard Inc

Financial Services
1.67K
+ 17.58%
$491.3 - $536.15 $818K - $893K
11.1K $5.86M
ETN
Eaton Corp PLC

Industrials
3.54K
+ 113.45%
$326.96 - $377.52 $1.16M - $1.34M
6.67K $2.21M
ISRG
Intuitive Surgical Inc

Healthcare
1.87K
+ 28.42%
$471.27 - $550.62 $879K - $1.03M
8.43K $4.4M
PFE
Pfizer Inc

Healthcare
46.6K
+ 147.73%
$24.8 - $30.19 $1.16M - $1.41M
78.1K $2.07M
IWD
Ishares Russell 1000 Val ETF

ETFs
7.31K
+ 15.27%
$183.23 - $199.79 $1.34M - $1.46M
55.2K $10.2M
FRT
Federal Realty Investment Trust

Real Estate
10.1K
New
$109.55 - $117.53 $1.1M - $1.18M
10.1K $1.13M
TSCO
Tractor Supply CO

Consumer Cyclical
21.1K
New
$52.59 - $303.74 $1.11M - $6.41M
21.1K $1.12M
DHT
Dht Holdings, Inc.

Energy
118K
New
$8.89 - $12.06 $1.05M - $1.43M
118K $1.1M
DE
Deere & CO

Industrials
2.51K
+ 59.13%
$389.45 - $466.0 $977K - $1.17M
6.75K $2.86M
AJG
Arthur J. Gallagher & Co.

Financial Services
3.72K
New
$278.49 - $315.16 $1.04M - $1.17M
3.72K $1.06M
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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