Summit Financial, LLC Incresed Positions in Q4 2024

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
121K
+ 39.65%
$117.0 - $148.88 $14.1M - $18M
425K $57.1M
VTI
Vanguard Total Stock Market Et

ETFs
31K
+ 2.13%
$280.04 - $302.45 $8.68M - $9.37M
1.48M $430M
AAPL
Apple Inc.

Technology
31K
+ 12.14%
$221.69 - $259.02 $6.87M - $8.03M
286K $71.7M
USFR
Wisdomtree Floating Rate Treas

ETFs
232K
+ 508.33%
$50.23 - $50.46 $11.6M - $11.7M
278K $14M
ET
Energy Transfer LP

Energy
476K
+ 227.66%
$16.05 - $19.86 $7.64M - $9.46M
686K $13.4M
AMZN
Amazon Com Inc

Consumer Cyclical
5.25K
+ 2.4%
$180.88 - $232.93 $949K - $1.22M
224K $49.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
299K
+ 2466.11%
$26.93 - $84.95 $8.06M - $25.4M
312K $8.51M
AVGO
Broadcom Inc.

Technology
4.3K
+ 4.85%
$159.67 - $250.0 $686K - $1.07M
92.9K $21.5M
SYK
Stryker Corp

Healthcare
17.2K
+ 236.86%
$345.14 - $392.15 $5.94M - $6.74M
24.5K $8.81M
CCJ
Cameco Corp

Energy
108K
+ 259.97%
$48.64 - $61.14 $5.28M - $6.63M
150K $7.72M
IWN
Ishares Russell2000 Val ETF

ETFs
31.7K
+ 266.86%
$162.69 - $181.35 $5.16M - $5.76M
43.6K $7.16M
GM
General Motors CO

Consumer Cyclical
80.7K
+ 84.73%
$44.82 - $60.2 $3.62M - $4.86M
176K $9.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.41K
+ 8.15%
$521.84 - $558.82 $3.35M - $3.58M
85.1K $45.8M
JPM
Jpmorgan Chase & CO

Financial Services
7.17K
+ 8.23%
$205.18 - $250.29 $1.47M - $1.79M
94.3K $22.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.32K
+ 6.12%
$567.81 - $607.81 $3.02M - $3.23M
92.2K $54.1M
IAU
Ishares Gold Trust

ETFs
79.1K
+ 1591.49%
$48.37 - $52.65 $3.83M - $4.17M
84.1K $4.16M
LLY
Eli Lilly & CO

Healthcare
5.98K
+ 92.29%
$727.2 - $932.06 $4.35M - $5.58M
12.5K $9.63M
TSLA
Tesla, Inc.

Consumer Cyclical
450
+ 1.75%
$213.65 - $479.86 $96.1K - $216K
26.2K $10.6M
MSFT
Microsoft Corp

Technology
11.5K
+ 9.69%
$406.35 - $454.46 $4.68M - $5.24M
130K $55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.36K
+ 24.71%
$442.29 - $483.08 $3.7M - $4.04M
42.2K $19.1M
EPD
Enterprise Products Partners L.P.

Energy
111K
+ 350.18%
$28.66 - $34.43 $3.17M - $3.81M
142K $4.47M
XOM
Exxon Mobil Corp

Energy
34.7K
+ 39.58%
$105.51 - $125.37 $3.66M - $4.35M
122K $13.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
20.6K
+ 26.28%
$124.26 - $134.12 $2.55M - $2.76M
98.8K $12.7M
IEFA
Ishares Tr

ETFs
78.4K
+ 22.79%
$70.06 - $77.43 $5.49M - $6.07M
422K $29.7M
VTV
Vanguard Value ETF

ETFs
28.2K
+ 7.2%
$168.32 - $181.87 $4.74M - $5.12M
419K $71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.72K
+ 10.99%
$481.22 - $538.17 $1.79M - $2M
37.6K $19.2M
OKE
Oneok Inc

Energy
26.1K
+ 551.42%
$92.28 - $117.05 $2.41M - $3.06M
30.8K $3.1M
WMT
Walmart Inc.

Consumer Defensive
9.52K
+ 5.18%
$79.1 - $95.7 $753K - $911K
193K $17.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
9.61K
+ 34.37%
$172.07 - $207.36 $1.65M - $1.99M
37.6K $7.42M
TJX
Tjx Companies Inc

Consumer Cyclical
20.3K
+ 65.84%
$112.15 - $127.2 $2.27M - $2.58M
51.1K $6.17M
VBR
Vanguard Small Cap Value ETF

ETFs
15.2K
+ 8.34%
$197.36 - $217.3 $3M - $3.3M
198K $39.1M
V
Visa Inc.

Financial Services
2.94K
+ 7.7%
$273.87 - $320.91 $806K - $944K
41.1K $13M
T
At&T Inc.

Communication Services
101K
+ 69.55%
$21.22 - $23.88 $2.15M - $2.42M
247K $5.62M
QUAL
Ishares Msci Usa Quality Facto

ETFs
13.1K
+ 222.01%
$176.42 - $186.91 $2.31M - $2.44M
19K $3.38M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
30.1K
+ 63.15%
$77.86 - $79.27 $2.34M - $2.38M
77.7K $6.06M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
55.6K
+ 30.23%
$45.07 - $47.1 $2.51M - $2.62M
240K $10.8M
SCHP
Schwab Strategic Us Tips ETF

ETFs
193K
+ 185.15%
$25.74 - $53.78 $4.96M - $10.4M
297K $7.67M
IBM
International Business Machines Corp

Technology
9.39K
+ 67.09%
$204.9 - $238.04 $1.92M - $2.24M
23.4K $5.14M
CSCO
Cisco Systems, Inc.

Technology
29.2K
+ 54.98%
$52.45 - $60.02 $1.53M - $1.75M
82.3K $4.87M
SPYG
Spdr Portfolio

ETFs
15.3K
+ 11.05%
$81.74 - $91.38 $1.25M - $1.4M
154K $13.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.77K
+ 7.93%
$370.24 - $418.94 $1.02M - $1.16M
37.7K $15.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
207K
+ 331.47%
$22.4 - $68.28 $4.64M - $14.1M
270K $6.25M
CVX
Chevron Corp

Energy
13.9K
+ 91.52%
$141.15 - $162.53 $1.97M - $2.26M
29.2K $4.22M
XLY
Select Sector Spdr Consumer Di

ETFs
8.21K
+ 160.99%
$194.8 - $239.43 $1.6M - $1.97M
13.3K $2.99M
WMB
Williams Companies, Inc.

Energy
27.2K
+ 49.92%
$46.37 - $59.74 $1.26M - $1.62M
81.7K $4.42M
AXP
American Express CO

Financial Services
5.71K
+ 109.79%
$267.35 - $305.57 $1.53M - $1.74M
10.9K $3.24M
BAC
Bank Of America Corp

Financial Services
37.3K
+ 86.94%
$39.22 - $47.77 $1.46M - $1.78M
80.1K $3.52M
GOOG
Alphabet Inc.

Communication Services
3.74K
+ 8.25%
$163.08 - $198.16 $610K - $742K
49.1K $9.35M
COST
Costco Wholesale Corp

Consumer Defensive
986
+ 3.66%
$873.59 - $994.69 $861K - $981K
27.9K $25.6M
Activity Summary
Buys All Purchases 491 New Holdings 122 Increased Positions 369 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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