Summit Financial, LLC Purchases in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
17.1K
New
$45.07 - $47.56 $772K - $814K
17.1K $787K
MDT
Medtronic PLC

Healthcare
6.17K
+ 27.0%
$87.67 - $95.74 $541K - $590K
29K $2.76M
PANW
Palo Alto Networks Inc

Technology
3.87K
+ 21.91%
$167.06 - $208.19 $647K - $806K
21.5K $4.39M
PFFA
Etfis Ser Tr I

ETFs
35.3K
New
$20.94 - $22.43 $740K - $792K
35.3K $767K
FNDE
Schwab Fundamental Emerging Mk

ETFs
19.1K
+ 79.96%
$33.13 - $36.31 $634K - $695K
43.1K $1.56M
MGC
Vanguard Mega Cap ETF

ETFs
3.12K
New
$224.2 - $245.55 $700K - $767K
3.12K $762K
ZECP
Zacks Tr Earnings Constant Por

ETFs
22.3K
New
$31.92 - $33.66 $712K - $751K
22.3K $750K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.98K
+ 10.63%
$94.17 - $99.95 $469K - $498K
51.9K $5.19M
RECS
Columbia ETF Tr I

ETFs
18.5K
New
$36.82 - $40.35 $681K - $747K
18.5K $746K
NEE
Nextera Energy Inc

Utilities
2.17K
+ 2.27%
$69.77 - $77.54 $151K - $168K
97.6K $7.37M
FPE
First Tr Pfd Secs & Income ETF

ETFs
27.6K
+ 5.14%
$17.81 - $18.39 $492K - $508K
565K $10.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
19K
New
$36.04 - $38.78 $684K - $736K
19K $732K
HYG
Ishares Tr

ETFs
8.51K
+ 11.65%
$79.85 - $81.32 $680K - $692K
81.5K $6.62M
MO
Altria Group, Inc.

Consumer Defensive
4.59K
+ 8.01%
$57.75 - $67.68 $265K - $311K
61.9K $4.09M
EMR
Emerson Electric CO

Industrials
5.88K
+ 27.01%
$128.6 - $149.63 $756K - $879K
27.6K $3.62M
IRBO
Ishares Robotics & Artificial

ETFs
22.4K
New
N/A
22.4K $720K
SLVP
Ishares Msci Global Silver And

ETFs
26K
New
$17.43 - $27.37 $453K - $712K
26K $711K
QTEC
First Trust Nasdaq 100 Technol

ETFs
2.59K
+ 37.52%
$208.95 - $229.72 $542K - $596K
9.51K $2.18M
DAL
Delta Air Lines, Inc.

Industrials
7.6K
+ 20.8%
$49.0 - $61.97 $373K - $471K
44.2K $2.51M
MRK
Merck & Co., Inc.

Healthcare
1.69K
+ 1.42%
$77.6 - $87.37 $131K - $147K
120K $10.1M
SCCO
Southern Copper Corp

Basic Materials
428
+ 1.34%
$90.54 - $121.36 $38.8K - $51.9K
32.4K $3.93M
GLW
Corning Inc

Technology
2.45K
+ 14.5%
$51.6 - $82.03 $126K - $201K
19.3K $1.59M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
12.4K
New
$53.93 - $57.58 $666K - $711K
12.4K $697K
AXON
Axon Enterprise, Inc.

Industrials
960
New
$698.02 - $870.97 $670K - $836K
960 $688K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
34.9K
New
$18.93 - $19.47 $661K - $680K
34.9K $675K
STX
Seagate Technology Holdings PLC

Technology
42
+ 0.58%
$142.01 - $236.06 $5.96K - $9.91K
7.27K $1.72M
IGV
Ishares Expanded Tech Software

ETFs
5.32K
+ 48.25%
$105.96 - $117.79 $563K - $626K
16.3K $1.88M
SVOL
Simplify ETF Simplify Volatili

ETFs
36.9K
New
$16.48 - $19.27 $608K - $711K
36.9K $664K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
9.8K
New
$62.54 - $68.42 $613K - $671K
9.8K $661K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
6.24K
New
$98.53 - $107.1 $614K - $668K
6.24K $654K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
27.3K
New
$23.54 - $23.97 $643K - $655K
27.3K $653K
YINN
Direxion Shs ETF Tr

ETFs
12K
New
$38.88 - $56.61 $467K - $679K
12K $651K
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.74K
+ 1.07%
$55.81 - $60.32 $97K - $105K
165K $9.77M
PAVE
Global X Fds Us Infrastructure

ETFs
13.5K
New
$44.02 - $47.63 $596K - $644K
13.5K $644K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
7.18K
New
$79.52 - $89.63 $571K - $644K
7.18K $640K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
47.2K
New
$13.2 - $17.81 $623K - $841K
47.2K $639K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
15K
+ 113.81%
$30.06 - $36.69 $451K - $551K
28.2K $1.03M
IGM
Ishares Expanded Tech Sector E

ETFs
4.37K
+ 67.71%
$110.96 - $127.67 $484K - $557K
10.8K $1.36M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
10.5K
+ 3.41%
$38.58 - $40.06 $405K - $420K
318K $12.6M
SOUN
Soundhound Ai, Inc.

Technology
39.6K
New
$10.11 - $18.05 $401K - $715K
39.6K $637K
VBK
Vanguard Small Cap Growth ETF

ETFs
847
+ 4.56%
$276.51 - $305.12 $234K - $258K
19.4K $5.78M
AVSC
American Centy ETF Tr Avantis
10.9K
New
$51.33 - $58.63 $558K - $638K
10.9K $622K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.86K
+ 92.26%
$185.88 - $207.44 $532K - $594K
5.96K $1.2M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
16.3K
New
$34.31 - $38.09 $561K - $623K
16.3K $620K
DFIS
Dimensional ETF Tr Dimensional

ETFs
19.6K
New
$29.65 - $31.77 $580K - $621K
19.6K $618K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.5K
+ 2.62%
$87.29 - $93.61 $218K - $234K
98.1K $9.16M
MUB
Ishares National Muni Bond ETF

ETFs
4.38K
+ 6.16%
$103.24 - $106.68 $452K - $467K
75.5K $8.04M
IONQ
Ion Q, Inc.

Technology
9.77K
New
$36.79 - $75.14 $360K - $734K
9.77K $600K
FISV
Fiserv Inc

Technology
4.76K
New
N/A
4.76K $595K
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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