Summit Financial, LLC Purchases in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
3.86K
+ 8.46%
$145.57 - $161.83 $562K - $625K
49.5K $7.69M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
57.3K
New
$19.85 - $20.2 $1.14M - $1.16M
57.3K $1.15M
FICS
First Tr Exchange Traded Fd Vi

ETFs
30K
New
$37.37 - $39.97 $1.12M - $1.2M
30K $1.14M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
16.5K
New
$64.14 - $69.37 $1.06M - $1.14M
16.5K $1.13M
TJX
Tjx Companies Inc

Consumer Cyclical
723
+ 1.49%
$121.35 - $144.54 $87.7K - $105K
49.2K $7.11M
DIS
Walt Disney CO

Communication Services
13.2K
+ 32.23%
$112.25 - $124.0 $1.48M - $1.63M
54K $6.19M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
107K
New
$10.01 - $10.55 $1.07M - $1.13M
107K $1.11M
LVHI
Franklin International Low Vol

ETFs
31.8K
New
$32.69 - $35.19 $1.04M - $1.12M
31.8K $1.1M
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
460K
+ 1524.35%
$2.41 - $3.02 $1.11M - $1.39M
491K $1.18M
IOT
Samsara Inc.

Technology
29.1K
New
$32.22 - $42.09 $937K - $1.22M
29.1K $1.08M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.53K
+ 4.27%
$192.76 - $203.86 $488K - $516K
61.8K $12.6M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
9.32K
New
$107.27 - $113.94 $999K - $1.06M
9.32K $1.06M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
47.3K
New
$20.33 - $22.62 $961K - $1.07M
47.3K $1.05M
FSIG
First Tr ETF Iv LTD Duration I
54.5K
New
$19.03 - $19.33 $1.04M - $1.05M
54.5K $1.05M
ENFR
Alerian Energy Infrastructure

ETFs
31.9K
New
$31.23 - $32.68 $997K - $1.04M
31.9K $1.04M
CGUS
Capital Group Core Equity ETF
26K
New
$36.89 - $39.72 $960K - $1.03M
26K $1.03M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.72K
+ 122.69%
$236.25 - $257.69 $878K - $957K
6.74K $1.73M
DHC
Diversified Healthcare Trust

Real Estate
226K
New
$3.27 - $4.6 $738K - $1.04M
226K $995K
AXP
American Express CO

Financial Services
1.6K
+ 4.84%
$294.27 - $342.31 $472K - $549K
34.8K $11.6M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
21.9K
New
$43.1 - $44.6 $944K - $977K
21.9K $969K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
11.9K
+ 116.72%
$72.04 - $77.35 $860K - $923K
22.2K $1.7M
TFC
Truist Financial Corp

Financial Services
20.9K
New
$42.83 - $47.07 $895K - $983K
20.9K $954K
CARR
Carrier Global Corp

Industrials
15.7K
New
$58.75 - $80.73 $920K - $1.26M
15.7K $935K
IWL
Ishares Tr Russell 200 ETF

ETFs
5.62K
New
$152.78 - $166.59 $859K - $937K
5.62K $934K
WST
West Pharmaceutical Services Inc

Healthcare
1.61K
+ 13.73%
$210.08 - $279.1 $337K - $448K
13.3K $3.49M
ITA
Ishares Tr

ETFs
2.05K
+ 8.45%
$184.73 - $209.26 $378K - $428K
26.2K $5.49M
ELV
Elevance Health, Inc.

Healthcare
2.83K
New
$274.66 - $395.76 $777K - $1.12M
2.83K $913K
SE
Sea LTD

Consumer Cyclical
5.1K
New
$146.23 - $196.5 $746K - $1M
5.1K $911K
FXD
First Tr Exchange Traded Fd

ETFs
13.2K
New
$63.72 - $70.29 $844K - $931K
13.2K $903K
BST
Black Rock Science & Technology Trust

Financial Services
21.7K
New
$38.01 - $41.55 $824K - $901K
21.7K $896K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6.1K
+ 64.84%
$136.48 - $142.97 $832K - $871K
15.5K $2.17M
VRIG
Invesco Actively Managed ETF F

ETFs
35.5K
New
$25.04 - $25.16 $889K - $893K
35.5K $890K
NTRA
Natera, Inc.

Healthcare
5.53K
New
$133.66 - $181.11 $739K - $1M
5.53K $890K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
17K
New
$50.16 - $52.45 $855K - $894K
17K $890K
ACWI
Ishares Msci Acwi ETF

ETFs
5.41K
+ 37.0%
$128.32 - $138.41 $694K - $748K
20K $2.77M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
61.5K
New
$13.74 - $14.62 $845K - $899K
61.5K $886K
C
Citigroup Inc

Financial Services
5.25K
+ 25.42%
$85.57 - $103.49 $449K - $543K
25.9K $2.63M
MS
Morgan Stanley

Financial Services
173
+ 0.37%
$139.09 - $161.16 $24.1K - $27.9K
46.7K $7.42M
URI
United Rentals, Inc.

Industrials
43
+ 1.05%
$774.14 - $975.23 $33.3K - $41.9K
4.13K $3.95M
LRGF
Ishares Tr

ETFs
12.4K
New
$64.13 - $69.24 $798K - $861K
12.4K $859K
EBAY
Ebay Inc

Consumer Cyclical
8.89K
+ 313.69%
$75.33 - $100.77 $670K - $896K
11.7K $1.07M
HFGO
Hartford Fds Exchange Traded T

ETFs
31.5K
New
$24.43 - $27.56 $771K - $869K
31.5K $855K
FDL
First Tr Morningstar Dividend

ETFs
16.9K
+ 25.11%
$41.96 - $44.59 $709K - $753K
84.2K $3.65M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
8.52K
New
$82.22 - $96.68 $700K - $823K
8.52K $823K
CSCO
Cisco Systems, Inc.

Technology
13.7K
+ 11.58%
$66.2 - $71.79 $905K - $981K
132K $9.01M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
42.5K
New
$19.15 - $20.2 $814K - $859K
42.5K $819K
PEP
Pepsico Inc

Consumer Defensive
3.5K
+ 9.1%
$133.81 - $152.16 $468K - $533K
42K $5.9M
HYHG
Proshares High Yield Interest

ETFs
12.4K
New
$64.04 - $65.34 $795K - $811K
12.4K $808K
WTRG
Essential Utilities, Inc.

Utilities
20K
New
$36.73 - $39.9 $734K - $797K
20K $797K
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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