Summit Financial, LLC Incresed Positions in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
48.7K
+ 26.07%
$620.67 - $670.08 $30.2M - $32.6M
235K $157M
AAPL
Apple Inc.

Technology
36.3K
+ 7.15%
$202.38 - $256.87 $7.34M - $9.32M
544K $138M
TSLA
Tesla, Inc.

Consumer Cyclical
53.1K
+ 123.11%
$293.94 - $444.72 $15.6M - $23.6M
96.3K $42.8M
NVDA
Nvidia Corp

Technology
40.1K
+ 6.66%
$153.3 - $186.58 $6.15M - $7.49M
643K $120M
IVE
Ishares S&P 500 Value ETF

ETFs
104K
+ 1570.1%
$194.44 - $206.51 $20.2M - $21.5M
111K $22.9M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
65.2K
+ 1111.42%
$275.84 - $326.36 $18M - $21.3M
71.1K $23.2M
MSFT
Microsoft Corp

Technology
32.2K
+ 17.39%
$491.09 - $535.64 $15.8M - $17.3M
218K $113M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14.9K
+ 10.79%
$567.77 - $614.76 $8.44M - $9.13M
153K $93.4M
VTV
Vanguard Value ETF

ETFs
46.6K
+ 10.95%
$175.51 - $186.57 $8.17M - $8.69M
472K $88M
AMZN
Amazon Com Inc

Consumer Cyclical
53K
+ 17.17%
$211.65 - $238.24 $11.2M - $12.6M
361K $79.4M
WPM
Wheaton Precious Metals Corp.

Basic Materials
32.3K
+ 11.11%
$86.72 - $111.84 $2.8M - $3.61M
323K $36.1M
GOOG
Alphabet Inc.

Communication Services
12.1K
+ 12.42%
$175.16 - $255.24 $2.12M - $3.08M
109K $26.6M
MSTR
Microstrategy Inc

Technology
28.7K
+ 801.62%
$300.7 - $455.9 $8.63M - $13.1M
32.3K $10.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
228K
+ 44.85%
$28.92 - $32.19 $6.6M - $7.34M
737K $23.5M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
36K
+ 217.88%
$195.29 - $223.85 $7.03M - $8.06M
52.5K $11.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.06K
+ 1.44%
$617.65 - $666.84 $1.27M - $1.37M
145K $96.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
60.7K
+ 69.85%
$108.46 - $120.63 $6.59M - $7.33M
148K $17.6M
GS
Goldman Sachs Group Inc

Financial Services
8.66K
+ 118.16%
$696.56 - $806.32 $6.03M - $6.98M
16K $12.7M
IEFA
Ishares Tr

ETFs
61.6K
+ 13.54%
$81.7 - $87.53 $5.03M - $5.39M
516K $45.1M
AVGO
Broadcom Inc.

Technology
3.44K
+ 3.33%
$264.74 - $369.57 $910K - $1.27M
107K $35.2M
XLG
Invesco Exchange Traded Fd Tr

ETFs
89.8K
+ 42.96%
$51.78 - $57.89 $4.65M - $5.2M
299K $17.2M
AMD
Advanced Micro Devices Inc

Technology
32.7K
+ 74.38%
$134.8 - $184.42 $4.4M - $6.03M
76.6K $12.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
63.4K
+ 1364.87%
$92.26 - $97.51 $5.85M - $6.18M
68K $6.57M
IJS
Ishares S&P Smallcap 600 Value

ETFs
47K
+ 220.93%
$98.99 - $112.2 $4.65M - $5.27M
68.2K $7.55M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
41.1K
+ 579.31%
$122.57 - $132.57 $5.04M - $5.45M
48.2K $6.25M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
51.1K
+ 85.77%
$50.79 - $76.4 $2.59M - $3.9M
111K $8.45M
PSLV
Sprott Physical Silver Trust

Financial Services
187K
+ 30.78%
$12.24 - $15.73 $2.28M - $2.94M
793K $12.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
46.8K
+ 19.4%
$97.75 - $100.75 $4.57M - $4.71M
288K $28.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
56.3K
+ 14.68%
$62.09 - $66.51 $3.5M - $3.75M
440K $28.7M
VB
Vanguard Small Cap ETF

ETFs
12.3K
+ 14.47%
$237.58 - $259.17 $2.92M - $3.18M
97.1K $24.7M
ORCL
Oracle Corp

Technology
5.42K
+ 11.61%
$218.96 - $328.33 $1.19M - $1.78M
52.1K $14.6M
VEA
Vanguard Ftse Developed Market

ETFs
42.4K
+ 6.53%
$56.02 - $60.3 $2.38M - $2.56M
693K $41.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
46K
+ 16.93%
$81.75 - $84.54 $3.76M - $3.89M
318K $26.7M
MRVL
Marvell Technology, Inc.

Technology
48.8K
+ 699.86%
$62.31 - $84.07 $3.04M - $4.1M
55.8K $4.69M
UEC
Uranium Energy Corp

Energy
7.5K
+ 1.22%
$5.92 - $13.89 $44.4K - $104K
620K $8.27M
PHYS
Sprott Physical Gold Trust

Financial Services
98.6K
+ 35.7%
$25.02 - $29.62 $2.47M - $2.92M
375K $11.1M
XLU
Utilities Sector Spdr

ETFs
24.1K
+ 6.73%
$81.14 - $87.32 $1.96M - $2.11M
383K $33.4M
IWN
Ishares Russell2000 Val ETF

ETFs
18.3K
+ 50.91%
$157.1 - $178.94 $2.87M - $3.27M
54.2K $9.58M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.53K
+ 12.82%
$224.68 - $282.71 $1.24M - $1.56M
48.7K $13.6M
SPYG
Spdr Portfolio

ETFs
15.1K
+ 6.44%
$94.33 - $105.31 $1.43M - $1.59M
250K $26.1M
DELL
Dell Technologies Inc.

Technology
24.7K
+ 263.45%
$120.96 - $141.77 $2.99M - $3.51M
34.1K $4.84M
JNJ
Johnson & Johnson

Healthcare
2.14K
+ 2.22%
$155.17 - $185.42 $333K - $397K
98.5K $18.3M
ABBV
Abb Vie Inc.

Healthcare
2.24K
+ 3.4%
$184.85 - $231.54 $413K - $517K
67.9K $15.7M
WMT
Walmart Inc.

Consumer Defensive
21.1K
+ 8.48%
$94.4 - $104.27 $1.99M - $2.2M
270K $27.8M
IWM
Ishares Russell 2000 ETF

ETFs
7.31K
+ 11.53%
$214.92 - $244.84 $1.57M - $1.79M
70.7K $17.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
67.2K
+ 13.06%
$45.6 - $46.92 $3.07M - $3.15M
582K $27.2M
VO
Vanguard Mid Cap ETF

ETFs
7.25K
+ 8.42%
$279.83 - $293.74 $2.03M - $2.13M
93.3K $27.4M
LOW
Lowes Companies Inc

Consumer Cyclical
11.1K
+ 75.28%
$215.01 - $273.02 $2.39M - $3.03M
25.8K $6.49M
CRWD
Crowd Strike Holdings, Inc.

Technology
6.71K
+ 52.82%
$412.46 - $514.1 $2.77M - $3.45M
19.4K $9.51M
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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