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
TMUS
T Mobile Us, Inc.

Communication Services
238
+ 7.11%
$206.1 - $246.94 $49.1K - $58.8K
3.59K $791K
BK
Bank Of New York Mellon Corp

Financial Services
607
+ 5.63%
$70.82 - $81.87 $43K - $49.7K
11.4K $875K
ADSK
Autodesk, Inc.

Technology
399
+ 18.71%
N/A
2.53K $622K
XLP
Consumer Staples Sector Spdr

ETFs
1.27K
+ 3.49%
N/A
37.5K $2.85M
KEY
Keycorp

Financial Services
5.18K
+ 51.1%
$16.21 - $19.97 $84K - $103K
15.3K $262K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
444
+ 32.2%
$396.64 - $516.74 $176K - $229K
1.82K $734K
WSO
Watsco Inc

Industrials
211
+ 42.28%
$466.57 - $568.78 $98.4K - $120K
710 $336K
XLC
Select Sector Spdr Tr Communic

ETFs
313
+ 3.36%
$89.66 - $102.16 $28.1K - $32K
9.64K $933K
HBAN
Huntington Bancshares Inc

Financial Services
4.4K
+ 39.47%
$14.18 - $18.2 $62.3K - $80K
15.5K $252K
NKE
Nike, Inc.

Consumer Cyclical
2.91K
+ 27.82%
$73.36 - $89.13 $213K - $259K
13.4K $1.01M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
294
+ 2.17%
$63.19 - $73.31 $18.6K - $21.6K
13.8K $949K
GL
Globe Life Inc.

Financial Services
650
+ 25.96%
$103.49 - $116.02 $67.3K - $75.4K
3.15K $351K
EFG
Msci Eafe Growth ETF

ETFs
1.37K
+ 30.77%
$96.83 - $106.88 $132K - $146K
5.81K $562K
VAW
Vanguard Materials ETF

ETFs
765
+ 30.71%
$186.91 - $215.32 $143K - $165K
3.26K $611K
FDIS
Fidelity Covington Tr Msci Con

ETFs
17
+ 0.22%
$85.33 - $104.24 $1.45K - $1.77K
7.84K $764K
EW
Edwards Lifesciences Corp

Healthcare
288
+ 4.98%
$64.54 - $75.92 $18.6K - $21.9K
6.08K $449K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.03K
+ 17.79%
$107.06 - $123.74 $111K - $128K
6.84K $748K
BP
Bp PLC

Energy
3.08K
+ 17.82%
$28.16 - $33.14 $86.8K - $102K
20.4K $602K
MGK
Vanguard Mega Cap Growth ETF

ETFs
33
+ 1.48%
$316.94 - $357.88 $10.5K - $11.8K
2.26K $774K
CMI
Cummins Inc

Industrials
106
+ 11.84%
$324.93 - $383.42 $34.4K - $40.6K
1K $348K
VNQ
Vanguard Specialized Funds Van

ETFs
1.6K
+ 15.74%
$87.85 - $98.6 $141K - $158K
11.8K $1.05M
HPQ
Hp Inc

Technology
2.5K
+ 29.53%
$32.46 - $39.3 $81.1K - $98.2K
11K $357K
CPRT
Copart Inc

Consumer Cyclical
492
+ 9.86%
$51.36 - $63.8 $25.3K - $31.4K
5.48K $314K
PNC
Pnc Financial Services Group, Inc.

Financial Services
131
+ 3.73%
$178.39 - $215.0 $23.4K - $28.2K
3.64K $702K
CSX
Csx Corp

Industrials
3.44K
+ 13.12%
$31.58 - $36.88 $109K - $127K
29.6K $956K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
7.27K
+ 16.02%
$11.39 - $12.41 $82.8K - $90.3K
52.7K $614K
ICE
Intercontinental Exchange, Inc.

Financial Services
747
+ 14.7%
$148.29 - $166.93 $111K - $125K
5.83K $868K
CI
Cigna Corp

Healthcare
567
+ 36.89%
$265.59 - $358.58 $151K - $203K
2.1K $580K
ITM
Vaneck Intermediate Muni ETF

ETFs
1.12K
+ 22.03%
$45.56 - $46.97 $51K - $52.6K
6.2K $286K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
830
+ 2.57%
$59.74 - $60.03 $49.6K - $49.8K
33.1K $1.98M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
1.32K
+ 33.21%
$54.2 - $60.92 $71.4K - $80.2K
5.28K $286K
WHR
Whirlpool Corp

Consumer Cyclical
150
+ 4.15%
$99.28 - $124.45 $14.9K - $18.7K
3.76K $430K
DVY
Ishares Tr

ETFs
404
+ 13.28%
$129.55 - $143.41 $52.3K - $57.9K
3.45K $452K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
621
+ 0.95%
$126.68 - $134.74 $78.7K - $83.7K
66.1K $8.44M
ESPR
Esperion Therapeutics, Inc.

Healthcare
7.15K
+ 18.16%
$1.61 - $3.83 $11.5K - $27.4K
46.5K $102K
IP
International Paper CO

Consumer Cyclical
224
+ 4.3%
$46.64 - $59.57 $10.4K - $13.3K
5.44K $292K
IVE
Ishares S&P 500 Value ETF

ETFs
404
+ 6.41%
$189.5 - $206.17 $76.6K - $83.3K
6.71K $1.28M
IEMG
Ishares Inc

ETFs
685
+ 0.3%
N/A
228K $12.3M
CLX
Clorox CO

Consumer Defensive
236
+ 6.48%
$156.51 - $169.74 $36.9K - $40.1K
3.88K $629K
FDX
Fedex Corp

Industrials
28
+ 0.78%
$260.5 - $305.15 $7.29K - $8.54K
3.64K $1.02M
TVC
Tennessee Valley Authority

ETFs
1.87K
+ 4.98%
$22.59 - $23.12 $42.3K - $43.3K
39.5K $891K
FDL
First Tr Morningstar Dividend

ETFs
1.59K
+ 7.83%
$39.59 - $43.95 $62.8K - $69.7K
21.8K $879K
PWB
Invesco Exchange Traded Fd Tr

ETFs
154
+ 3.41%
$98.04 - $108.11 $15.1K - $16.6K
4.67K $475K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
8.68K
+ 11.81%
$9.77 - $10.51 $84.8K - $91.2K
82.1K $802K
INTU
Intuit Inc

Technology
1
+ 0.03%
$602.01 - $706.25 $602 - $706
3.58K $2.25M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
505
+ 7.91%
$89.9 - $100.66 $45.4K - $50.8K
6.89K $622K
PEG
Public Service Enterprise Group Inc

Utilities
630
+ 11.66%
$81.87 - $94.51 $51.6K - $59.5K
6.03K $509K
CFG
Citizens Financial Group Inc

Financial Services
86
+ 1.03%
$39.92 - $48.46 $3.43K - $4.17K
8.43K $369K
AON
Aon PLC

Financial Services
44
+ 7.2%
$344.14 - $393.31 $15.1K - $17.3K
655 $235K
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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