Summit Financial, LLC Purchases in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
URA
Global X Uranium ETF

ETFs
2.6K
+ 4.91%
$36.45 - $50.4 $94.8K - $131K
55.6K $2.65M
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
27.2K
New
$16.03 - $22.49 $436K - $612K
27.2K $591K
VHT
Vanguard Health Care ETF

ETFs
961
+ 3.26%
$239.12 - $259.95 $230K - $250K
30.5K $7.91M
VGSH
Vanguard

ETFs
9.8K
+ 280.0%
$58.43 - $58.88 $573K - $577K
13.3K $782K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
6.67K
New
$68.94 - $86.3 $460K - $576K
6.67K $575K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
5.67K
New
$94.73 - $102.36 $537K - $581K
5.67K $571K
QBTS
D Wave Quantum Inc.

Technology
23.1K
New
$14.81 - $27.72 $343K - $641K
23.1K $571K
AVAV
Aero Vironment Inc

Industrials
1.81K
New
$226.08 - $314.89 $410K - $571K
1.81K $570K
FTQI
First Trust ETF Vi First Trust

ETFs
27.5K
New
$19.5 - $20.79 $536K - $572K
27.5K $566K
GNR
Spdr S&P Global Natural Resour

ETFs
2.97K
+ 3.83%
$54.23 - $59.34 $161K - $176K
80.6K $4.77M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15.9K
+ 29.28%
$28.15 - $30.13 $448K - $480K
70.3K $2.08M
PIM
Putnam Master Intermediate Income Trust

Financial Services
160K
+ 483.39%
$3.29 - $3.49 $527K - $559K
193K $666K
NXPI
Nxp Semiconductors N.V.

Technology
2.36K
+ 118.9%
$205.16 - $239.07 $484K - $564K
4.34K $989K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
36.3K
New
$14.12 - $15.3 $513K - $556K
36.3K $551K
ILF
Ishares Latin America 40 ETF

ETFs
16.5K
+ 60.96%
$24.77 - $28.98 $410K - $479K
43.7K $1.26M
IXUS
Ishares Tr

ETFs
1.43K
+ 1.75%
$76.35 - $82.58 $109K - $118K
83.2K $6.87M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
30.8K
New
$17.13 - $17.98 $527K - $553K
30.8K $546K
ORCC
Owl Rock Capital Corp

Financial Services
40.5K
New
N/A
40.5K $542K
FXU
First Tr Exchange Traded Fd Ut

ETFs
1.42K
+ 0.92%
$41.97 - $45.5 $59.6K - $64.6K
156K $7.11M
AGNC
Agnc Investment Corp.

Real Estate
42.2K
+ 19.84%
$9.2 - $10.37 $388K - $437K
255K $2.49M
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.85K
+ 4.69%
$27.61 - $29.15 $244K - $258K
197K $5.75M
MA
Mastercard Inc

Financial Services
789
+ 6.99%
$550.18 - $598.96 $434K - $473K
12.1K $6.87M
LMT
Lockheed Martin Corp

Industrials
684
+ 13.96%
$410.74 - $499.21 $281K - $341K
5.59K $2.79M
TMUS
T Mobile Us, Inc.

Communication Services
2.11K
+ 37.26%
$226.02 - $259.01 $476K - $546K
7.77K $1.86M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
12.1K
New
$40.37 - $42.12 $490K - $511K
12.1K $510K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
11.4K
New
$43.36 - $44.8 $496K - $513K
11.4K $508K
GD
General Dynamics Corp

Industrials
685
+ 12.55%
$293.92 - $341.0 $201K - $234K
6.15K $2.1M
BA
Boeing CO

Industrials
1.81K
+ 10.59%
$209.79 - $237.38 $380K - $429K
18.9K $4.08M
FTCS
First Trust Capital Strength E

ETFs
4.13K
+ 10.58%
$89.72 - $93.74 $371K - $387K
43.2K $4.04M
FVD
First Tr Value Line Divid Inde

ETFs
10.1K
+ 70.0%
$44.73 - $46.86 $454K - $475K
24.6K $1.14M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.71K
+ 7.16%
$78.96 - $80.04 $451K - $457K
85.5K $6.83M
XYLD
Global X Fds S&P 500 Covered C

ETFs
12.4K
New
$38.52 - $39.39 $478K - $488K
12.4K $486K
QS
Quantum Scape Corp

Consumer Cyclical
38.9K
New
$6.36 - $14.64 $247K - $569K
38.9K $478K
VGIT
Vanguard Intermediate Term Tre

ETFs
7.95K
New
$58.97 - $60.36 $469K - $480K
7.95K $477K
CDE
Coeur Mining, Inc.

Basic Materials
25.2K
New
$8.68 - $18.76 $219K - $473K
25.2K $472K
AMAT
Applied Materials Inc

Technology
753
+ 5.17%
$156.25 - $204.95 $118K - $154K
15.3K $3.13M
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
16.5K
New
$27.06 - $29.3 $446K - $483K
16.5K $469K
CVS
Cvs Health Corp

Healthcare
3.8K
+ 13.79%
$58.75 - $76.5 $223K - $291K
31.4K $2.37M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
6.09K
New
$66.7 - $76.76 $406K - $467K
6.09K $464K
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
7.35K
+ 20.44%
$41.35 - $45.87 $304K - $337K
43.3K $1.98M
ASML
Asml Holding Nv

Technology
291
+ 27.82%
$689.63 - $968.09 $201K - $282K
1.34K $1.29M
PFF
Ishares Trust Ishares Pfd And

ETFs
11.3K
+ 10.82%
$30.67 - $32.13 $346K - $363K
116K $3.66M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.68K
New
$54.35 - $59.32 $417K - $456K
7.68K $454K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.15K
+ 15.26%
$205.52 - $234.96 $237K - $271K
8.7K $2.04M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
4.94K
New
$85.93 - $92.12 $424K - $455K
4.94K $449K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
252
+ 2.51%
$567.09 - $607.37 $143K - $153K
10.3K $6.14M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.88K
+ 2.48%
$52.39 - $53.11 $360K - $365K
284K $15.1M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.91K
New
$138.08 - $151.2 $402K - $440K
2.91K $439K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
7.28K
New
$44.14 - $61.05 $321K - $444K
7.28K $439K
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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