Summit Financial, LLC Purchases in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HWM
Howmet Aerospace Inc.

Industrials
8.88K
New
$171.0 - $196.23 $1.52M - $1.74M
8.88K $1.74M
SCHC
Schwab Strategic Tr Intl Small

ETFs
24.6K
+ 11.85%
$42.28 - $45.71 $1.04M - $1.13M
232K $10.6M
BAC
Bank Of America Corp

Financial Services
23.1K
+ 18.4%
$44.92 - $52.42 $1.04M - $1.21M
149K $7.66M
DASH
Door Dash, Inc.

Communication Services
6.33K
New
$234.5 - $272.5 $1.48M - $1.72M
6.33K $1.72M
FENY
Fidelity Covington Tr Msci Ene

ETFs
68.3K
+ 537.76%
$23.27 - $25.46 $1.59M - $1.74M
81K $2M
NXE
Nex Gen Energy Ltd.

Energy
187K
New
$6.43 - $9.1 $1.2M - $1.7M
187K $1.67M
ISRG
Intuitive Surgical Inc

Healthcare
5.63K
+ 63.67%
$433.66 - $544.47 $2.44M - $3.06M
14.5K $6.47M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
33.8K
New
$48.72 - $50.73 $1.64M - $1.71M
33.8K $1.66M
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
10.3K
New
$137.12 - $154.36 $1.41M - $1.59M
10.3K $1.58M
JHMM
John Hancock Multifactor Mid C

ETFs
24K
New
$61.22 - $65.26 $1.47M - $1.56M
24K $1.55M
SA
Seabridge Gold Inc

Basic Materials
52
+ 0.03%
$14.71 - $24.15 $765 - $1.26K
160K $3.87M
CGDV
Capital Group Divid Value ETF

ETFs
36.2K
New
$39.59 - $42.21 $1.43M - $1.53M
36.2K $1.52M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
17.9K
New
$79.76 - $85.78 $1.43M - $1.54M
17.9K $1.52M
CPNG
Coupang, Inc.

Consumer Cyclical
46.8K
New
$27.67 - $33.53 $1.3M - $1.57M
46.8K $1.51M
APP
App Lovin Corp

Technology
305
+ 8.78%
$335.1 - $718.54 $102K - $219K
3.78K $2.71M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
40.2K
New
$35.44 - $37.64 $1.43M - $1.51M
40.2K $1.5M
TMDX
Trans Medics Group, Inc.

Healthcare
13.3K
New
$103.61 - $132.04 $1.38M - $1.76M
13.3K $1.49M
VKTX
Viking Therapeutics, Inc.

Healthcare
58.1K
New
$23.09 - $42.09 $1.34M - $2.45M
58.1K $1.48M
IGF
Ishares Global Infrastructure

ETFs
24K
New
$58.29 - $61.43 $1.4M - $1.48M
24K $1.47M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
21.6K
New
$63.88 - $69.11 $1.38M - $1.49M
21.6K $1.47M
BXSL
Blackstone Secured Lending Fund

Financial Services
54.3K
New
$26.07 - $32.55 $1.42M - $1.77M
54.3K $1.42M
MGV
Vanguard Mega Cap Value

ETFs
10.2K
New
$129.46 - $137.85 $1.31M - $1.4M
10.2K $1.4M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
13.2K
+ 3.8%
$81.76 - $86.36 $1.08M - $1.14M
362K $30.7M
SPIB
Spdr Portfolio Intermediate Te

ETFs
38.6K
+ 14.55%
$33.26 - $34.01 $1.28M - $1.31M
303K $10.3M
IBB
Ishares Biotechnology ETF

ETFs
8.36K
+ 85.26%
$127.63 - $144.37 $1.07M - $1.21M
18.2K $2.62M
FAST
Fastenal CO

Industrials
26.9K
+ 500.28%
$42.47 - $50.39 $1.14M - $1.35M
32.3K $1.58M
AVLV
American Centy ETF Tr Avantis
18.7K
New
$68.33 - $72.69 $1.28M - $1.36M
18.7K $1.35M
XLV
Select Sector Spdr Fund Health

ETFs
8.8K
+ 41.16%
$129.01 - $139.72 $1.13M - $1.23M
30.2K $4.2M
V
Visa Inc.

Financial Services
5.54K
+ 13.15%
$332.09 - $358.86 $1.84M - $1.99M
47.7K $16.3M
TCHP
T Rowe Price Exchange Traded F

Technology
26.9K
New
$44.9 - $49.35 $1.21M - $1.33M
26.9K $1.31M
CAT
Caterpillar Inc

Industrials
468
+ 3.82%
$390.92 - $477.15 $183K - $223K
12.7K $6.07M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
16.5K
+ 65.89%
$76.16 - $78.59 $1.26M - $1.3M
41.6K $3.25M
UNH
Unitedhealth Group Inc

Healthcare
2.17K
+ 13.07%
$237.77 - $353.61 $516K - $768K
18.8K $6.49M
BME
Black Rock Health Sciences Trust

Financial Services
34.5K
New
$35.17 - $37.31 $1.21M - $1.29M
34.5K $1.28M
BK
Bank Of New York Mellon Corp

Financial Services
2.16K
+ 3.71%
$90.65 - $109.75 $196K - $237K
60.3K $6.57M
UBER
Uber Technologies, Inc

Technology
10.8K
+ 25.75%
$86.91 - $99.57 $942K - $1.08M
53K $5.19M
SLV
I Shares Silver Trust

ETFs
18.1K
+ 35.66%
$32.73 - $42.5 $593K - $770K
68.9K $2.92M
FCOM
Fidelity Covington Tr Msci Com

ETFs
17.5K
New
$63.98 - $72.59 $1.12M - $1.27M
17.5K $1.24M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
49.1K
New
$24.73 - $25.29 $1.22M - $1.24M
49.1K $1.24M
SHEL
Shell PLC

Energy
17.3K
New
$69.82 - $73.93 $1.21M - $1.28M
17.3K $1.24M
FYLD
Cambria Foreign Shareholder Yi

ETFs
39.2K
New
$29.19 - $31.97 $1.14M - $1.25M
39.2K $1.22M
PLD
Prologis, Inc.

Real Estate
9.81K
+ 98.15%
$104.08 - $115.35 $1.02M - $1.13M
19.8K $2.27M
IWP
Ishares Russell Mid Cap Growth

ETFs
7.79K
+ 31.53%
$137.51 - $145.26 $1.07M - $1.13M
32.5K $4.62M
WFC
Wells Fargo & Company

Financial Services
12.5K
+ 32.23%
$77.05 - $85.16 $967K - $1.07M
51.5K $4.32M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
7.22K
New
$138.31 - $165.45 $999K - $1.19M
7.22K $1.19M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
59.4K
New
$20.07 - $20.17 $1.19M - $1.2M
59.4K $1.19M
GLDM
World Gold Trust

ETFs
15.6K
New
$64.73 - $76.45 $1.01M - $1.19M
15.6K $1.19M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
46.5K
New
$25.37 - $25.79 $1.18M - $1.2M
46.5K $1.19M
CCJ
Cameco Corp

Energy
124
+ 0.1%
$70.47 - $86.89 $8.74K - $10.8K
121K $10.2M
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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