Summit Financial, LLC Purchases in Q4 2024

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PKB
Invesco Exchange Traded Fd Tr

ETFs
4.16K
New
$75.72 - $88.37 $315K - $368K
4.16K $315K
EAT
Brinker International, Inc

Consumer Cyclical
2.33K
New
$78.76 - $137.19 $184K - $320K
2.33K $308K
RHI
Robert Half International Inc.

Industrials
4.34K
New
$65.55 - $76.8 $285K - $334K
4.34K $306K
FTNT
Fortinet, Inc.

Technology
2.43K
+ 55.48%
$76.49 - $99.21 $186K - $241K
6.82K $644K
SWKS
Skyworks Solutions, Inc.

Technology
3.37K
New
$83.18 - $99.15 $281K - $334K
3.37K $299K
PII
Polaris Inc.

Consumer Cyclical
5.14K
New
$56.74 - $83.06 $292K - $427K
5.14K $296K
AVY
Avery Dennison Corp

Industrials
1.58K
New
$186.26 - $220.48 $294K - $349K
1.58K $295K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
15.5K
New
$18.42 - $22.58 $286K - $351K
15.5K $293K
SCI
Service Corp International

Consumer Cyclical
3.66K
New
$73.36 - $88.6 $269K - $325K
3.66K $292K
EFV
Msci Eafe Value ETF

ETFs
5.56K
New
$51.78 - $57.15 $288K - $317K
5.56K $291K
NUE
Nucor Corp

Basic Materials
3K
+ 170.62%
$115.78 - $167.74 $347K - $503K
4.75K $554K
ITA
Ishares Tr

ETFs
2.06K
+ 92.28%
$144.31 - $157.31 $297K - $324K
4.29K $622K
KFRC
Kforce Inc

Industrials
5.01K
New
$53.57 - $62.47 $269K - $313K
5.01K $284K
SAP
Sap Se

Technology
1.16K
New
$218.13 - $255.54 $252K - $295K
1.16K $284K
GPC
Genuine Parts CO

Consumer Cyclical
2.43K
New
$113.11 - $143.63 $275K - $349K
2.43K $283K
UAL
United Airlines Holdings, Inc.

Industrials
243
+ 3.79%
$55.62 - $102.44 $13.5K - $24.9K
6.66K $646K
COP
Conocophillips

Energy
4.28K
+ 18.02%
$95.12 - $114.72 $407K - $491K
28K $2.78M
PRU
Prudential Financial Inc

Financial Services
2.39K
+ 99.25%
$114.59 - $129.52 $274K - $310K
4.8K $568K
EPAM
Epam Systems, Inc.

Technology
1.48K
New
N/A
1.48K $274K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.17K
+ 23.95%
$94.43 - $105.47 $205K - $229K
11.2K $1.14M
EOG
Eog Resources Inc

Energy
2.25K
+ 15.59%
$118.22 - $136.54 $266K - $307K
16.7K $2.05M
VGT
Vanguard Information Technolog

ETFs
281
+ 10.36%
$571.78 - $647.97 $161K - $182K
2.99K $1.86M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.38K
+ 2.28%
$61.68 - $67.87 $270K - $297K
196K $12.2M
WM
Waste Management Inc

Industrials
1.48K
+ 29.9%
$201.79 - $228.46 $299K - $338K
6.43K $1.3M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.61K
New
$47.29 - $84.74 $171K - $306K
3.61K $268K
EVR
Evercore Inc.

Financial Services
962
New
$247.66 - $315.67 $238K - $304K
962 $266K
CNQ
Canadian Natural Resources LTD

Energy
8.54K
New
$29.51 - $37.6 $252K - $321K
8.54K $263K
PPLT
Abrdn Platinum ETF Trust

ETFs
2.93K
New
N/A
2.93K $262K
BC
Brunswick Corp

Consumer Cyclical
4.05K
New
$64.5 - $85.95 $261K - $348K
4.05K $261K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.45K
New
$138.3 - $192.95 $201K - $281K
1.45K $256K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.17K
New
$79.93 - $88.06 $254K - $279K
3.17K $253K
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.6K
+ 8.25%
$71.75 - $75.11 $546K - $571K
99.7K $7.17M
IYW
Ishares Dj Us Tech ETF

ETFs
1.58K
New
$148.14 - $166.23 $234K - $262K
1.58K $251K
CW
Curtiss Wright Corp

Industrials
707
New
$335.08 - $389.49 $237K - $275K
707 $250K
JCI
Johnson Controls International PLC

Industrials
3.07K
+ 65.07%
$74.23 - $86.6 $228K - $266K
7.78K $613K
ARKW
Ark Next Generation Internet E

ETFs
1.22K
+ 24.11%
$82.66 - $120.04 $101K - $147K
6.29K $678K
LANC
Lancaster Colony Corp

Consumer Defensive
1.42K
New
$172.18 - $200.28 $245K - $285K
1.42K $246K
VT
Vanguard Total World Stk Index

ETFs
2.09K
New
$117.09 - $123.07 $245K - $258K
2.09K $245K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
536
+ 3.88%
$170.03 - $192.78 $91.1K - $103K
14.4K $2.66M
CAH
Cardinal Health Inc

Healthcare
2.04K
New
$107.89 - $125.33 $220K - $256K
2.04K $241K
CME
Cme Group Inc.

Financial Services
950
+ 52.0%
$221.17 - $246.02 $210K - $234K
2.78K $644K
PCEF
Invesco Cef Income Composite E

ETFs
12.2K
New
$19.05 - $19.86 $232K - $242K
12.2K $233K
VALE
Vale S.A.

Basic Materials
26K
New
$8.74 - $11.78 $228K - $307K
26K $230K
HIW
Highwoods Properties, Inc.

Real Estate
7.51K
New
$29.37 - $36.37 $221K - $273K
7.51K $229K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
928
New
$229.83 - $258.46 $213K - $240K
928 $229K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.01K
+ 14.32%
$153.8 - $176.52 $156K - $179K
8.08K $1.34M
WELL
Welltower Inc.

Real Estate
1.84K
+ 74.27%
$123.11 - $139.3 $226K - $256K
4.32K $543K
SCHR
Schwab Intermediate Term Us Tr

ETFs
174K
+ 114.42%
$24.19 - $50.58 $4.21M - $8.81M
326K $7.93M
NI
Nisource Inc.

Utilities
6.12K
New
$33.74 - $38.25 $207K - $234K
6.12K $225K
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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