Summit Financial, LLC Purchases in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
46K
+ 16.93%
$81.75 - $84.54 $3.76M - $3.89M
318K $26.7M
BUG
Global X Fds Cybersecurity ETF

ETFs
118K
New
$32.23 - $37.41 $3.82M - $4.43M
118K $4.17M
MRVL
Marvell Technology, Inc.

Technology
48.8K
+ 699.86%
$62.31 - $84.07 $3.04M - $4.1M
55.8K $4.69M
UEC
Uranium Energy Corp

Energy
7.5K
+ 1.22%
$5.92 - $13.89 $44.4K - $104K
620K $8.27M
PHYS
Sprott Physical Gold Trust

Financial Services
98.6K
+ 35.7%
$25.02 - $29.62 $2.47M - $2.92M
375K $11.1M
XLU
Utilities Sector Spdr

ETFs
24.1K
+ 6.73%
$81.14 - $87.32 $1.96M - $2.11M
383K $33.4M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
93.5K
New
$39.37 - $44.24 $3.68M - $4.14M
93.5K $4.09M
CLSK
Cleanspark, Inc.

Technology
277K
New
$9.08 - $14.87 $2.52M - $4.12M
277K $4.03M
IWN
Ishares Russell2000 Val ETF

ETFs
18.3K
+ 50.91%
$157.1 - $178.94 $2.87M - $3.27M
54.2K $9.58M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.53K
+ 12.82%
$224.68 - $282.71 $1.24M - $1.56M
48.7K $13.6M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
42.8K
New
$84.28 - $89.46 $3.61M - $3.83M
42.8K $3.81M
JPIE
J P Morgan Exchange Traded Fd
81.4K
New
$46.01 - $46.55 $3.74M - $3.79M
81.4K $3.78M
SPYG
Spdr Portfolio

ETFs
15.1K
+ 6.44%
$94.33 - $105.31 $1.43M - $1.59M
250K $26.1M
DELL
Dell Technologies Inc.

Technology
24.7K
+ 263.45%
$120.96 - $141.77 $2.99M - $3.51M
34.1K $4.84M
CGGO
Capital Group Global Growth Eq

ETFs
104K
New
$31.71 - $34.17 $3.3M - $3.56M
104K $3.56M
JNJ
Johnson & Johnson

Healthcare
2.14K
+ 2.22%
$155.17 - $185.42 $333K - $397K
98.5K $18.3M
CGGR
Capital Group Growth ETF Shs C

ETFs
80.7K
New
$40.2 - $44.58 $3.24M - $3.6M
80.7K $3.54M
ABBV
Abb Vie Inc.

Healthcare
2.24K
+ 3.4%
$184.85 - $231.54 $413K - $517K
67.9K $15.7M
HNDL
Strategy Shs

ETFs
159K
New
$21.41 - $22.28 $3.39M - $3.53M
159K $3.53M
WMT
Walmart Inc.

Consumer Defensive
21.1K
+ 8.48%
$94.4 - $104.27 $1.99M - $2.2M
270K $27.8M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
73.2K
New
$45.92 - $47.76 $3.36M - $3.5M
73.2K $3.48M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
104K
New
$31.79 - $33.42 $3.31M - $3.48M
104K $3.48M
IWM
Ishares Russell 2000 ETF

ETFs
7.31K
+ 11.53%
$214.92 - $244.84 $1.57M - $1.79M
70.7K $17.1M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
40.9K
New
$79.58 - $83.45 $3.26M - $3.41M
40.9K $3.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
67.2K
+ 13.06%
$45.6 - $46.92 $3.07M - $3.15M
582K $27.2M
VO
Vanguard Mid Cap ETF

ETFs
7.25K
+ 8.42%
$279.83 - $293.74 $2.03M - $2.13M
93.3K $27.4M
SCHO
Schwab Short Term Us Treasury

ETFs
136K
New
$24.23 - $24.42 $3.29M - $3.31M
136K $3.31M
OUNZ
Van Eck Merk Gold Trust

ETFs
87.6K
New
$31.49 - $37.19 $2.76M - $3.26M
87.6K $3.26M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
102K
New
$30.4 - $33.62 $3.11M - $3.44M
102K $3.24M
LOW
Lowes Companies Inc

Consumer Cyclical
11.1K
+ 75.28%
$215.01 - $273.02 $2.39M - $3.03M
25.8K $6.49M
CASY
Caseys General Stores Inc

Consumer Cyclical
5.4K
New
$494.52 - $565.32 $2.67M - $3.05M
5.4K $3.05M
CRWD
Crowd Strike Holdings, Inc.

Technology
6.71K
+ 52.82%
$412.46 - $514.1 $2.77M - $3.45M
19.4K $9.51M
FLMI
Franklin Dynamic Municipal Bon

ETFs
121K
New
$23.96 - $24.81 $2.89M - $3M
121K $2.99M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
25.1K
+ 7.29%
$49.43 - $54.52 $1.24M - $1.37M
369K $20M
FXN
First Tr Exchange Traded Fd Fi

ETFs
183K
New
$15.15 - $16.8 $2.77M - $3.07M
183K $2.98M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
36.2K
+ 11.08%
$52.12 - $55.33 $1.89M - $2M
363K $20.1M
CGCP
Capital Group Core Plus Income

ETFs
130K
New
$22.27 - $22.95 $2.89M - $2.98M
130K $2.95M
IVW
Ishares S&P 500 Growth ETF

ETFs
23.1K
+ 170.89%
$108.97 - $121.65 $2.52M - $2.81M
36.7K $4.43M
AVUV
American Centy ETF Tr Avantis

ETFs
29.2K
New
$90.37 - $102.12 $2.63M - $2.98M
29.2K $2.9M
JCPB
J P Morgan Exchange Traded Fd

ETFs
60.6K
New
$46.37 - $47.77 $2.81M - $2.9M
60.6K $2.88M
IAU
Ishares Gold Trust

ETFs
132
+ 0.05%
$61.62 - $72.77 $8.13K - $9.61K
275K $20M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
37.8K
New
$70.85 - $76.96 $2.67M - $2.91M
37.8K $2.87M
VRT
Vertiv Holdings CO

Industrials
32.8K
New
N/A
32.8K $2.85M
IMTB
Ishares Tr

ETFs
62.5K
New
$42.98 - $44.52 $2.69M - $2.78M
62.5K $2.76M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
40.6K
+ 335.08%
$61.56 - $66.95 $2.5M - $2.72M
52.7K $3.52M
INDA
Ishares Msci India Index Fund

ETFs
52.8K
+ 1440.73%
$51.98 - $55.84 $2.75M - $2.95M
56.5K $2.94M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
35K
+ 273.1%
$72.91 - $77.23 $2.55M - $2.7M
47.8K $3.65M
DERM
Journey Medical Corp

Healthcare
380K
New
$6.9 - $8.54 $2.62M - $3.24M
380K $2.69M
VTWG
Vanguard Russell 2000 Growth E

ETFs
11.5K
New
$208.02 - $237.84 $2.39M - $2.73M
11.5K $2.68M
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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