Summit Financial, LLC Incresed Positions in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITW
Illinois Tool Works Inc

Industrials
402
+ 9.47%
$252.31 - $269.41 $101K - $108K
4.65K $1.21M
XEL
Xcel Energy Inc

Utilities
779
+ 9.97%
$67.56 - $80.65 $52.6K - $62.8K
8.59K $692K
WELL
Welltower Inc.

Real Estate
103
+ 1.77%
$150.71 - $178.14 $15.5K - $18.3K
5.91K $1.05M
ENB
Enbridge Inc

Energy
489
+ 1.87%
$43.79 - $50.46 $21.4K - $24.7K
26.6K $1.34M
IDV
Ishares Tr

ETFs
3.42K
+ 21.91%
$34.54 - $37.28 $118K - $128K
19K $695K
DLR
Digital Realty Trust, Inc.

Real Estate
915
+ 23.46%
$161.21 - $180.02 $148K - $165K
4.82K $832K
IDEV
Ishares Core Msci Intl Develop

ETFs
191
+ 0.59%
$74.68 - $80.26 $14.3K - $15.3K
32.6K $2.61M
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
11.3K
+ 17.42%
$10.91 - $11.68 $123K - $132K
76K $876K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.4K
+ 23.43%
$102.4 - $103.88 $144K - $146K
7.39K $763K
SRLN
Ssga Active Trust

ETFs
3.56K
+ 5.62%
$41.28 - $41.65 $147K - $148K
66.8K $2.78M
O
Realty Income Corp

Real Estate
675
+ 2.12%
$56.13 - $60.79 $37.9K - $41K
32.6K $1.98M
MET
Metlife Inc

Financial Services
1.14K
+ 4.68%
$73.82 - $82.37 $84.5K - $94.2K
25.6K $2.11M
AZO
Autozone Inc

Consumer Cyclical
15
+ 11.45%
$3649.42 - $4354.54 $54.7K - $65.3K
146 $626K
ROK
Rockwell Automation, Inc

Industrials
76
+ 1.16%
$328.67 - $358.52 $25K - $27.2K
6.61K $2.31M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
968
+ 9.42%
$82.96 - $95.7 $80.3K - $92.6K
11.2K $1.01M
DVN
Devon Energy Corp

Energy
1.45K
+ 5.47%
$31.75 - $36.99 $46.2K - $53.8K
28K $982K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
344
+ 20.96%
$173.23 - $213.34 $59.6K - $73.4K
1.99K $420K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.69K
+ 4.03%
$37.2 - $39.61 $62.8K - $66.9K
43.6K $1.73M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
9.53K
+ 19.03%
$11.15 - $11.87 $106K - $113K
59.6K $691K
MOD
Modine Manufacturing CO

Consumer Cyclical
316
+ 15.56%
$90.02 - $158.57 $28.4K - $50.1K
2.35K $333K
COF
Capital One Financial Corp

Financial Services
647
+ 2.48%
$207.29 - $229.74 $134K - $149K
26.7K $5.68M
VALE
Vale S.A.

Basic Materials
2.8K
+ 3.17%
$9.53 - $10.95 $26.7K - $30.7K
91.1K $989K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1.25K
+ 6.22%
$56.63 - $60.72 $70.6K - $75.7K
21.3K $1.28M
WPC
W. P. Carey Inc.

Real Estate
302
+ 1.44%
$61.29 - $68.7 $18.5K - $20.7K
21.3K $1.44M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.79K
+ 0.6%
$26.44 - $27.1 $47.2K - $48.4K
302K $8.14M
CBOE
Cboe Global Markets, Inc.

Financial Services
30
+ 0.3%
$231.35 - $253.24 $6.94K - $7.6K
10.1K $2.47M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
10.5K
+ 88.81%
$10.62 - $11.43 $112K - $120K
22.4K $254K
IXN
Ishares Global Information Tec

ETFs
506
+ 7.59%
$91.28 - $103.32 $46.2K - $52.3K
7.17K $740K
VPU
Vanguard Utilities ETF

ETFs
124
+ 1.59%
$175.25 - $189.41 $21.7K - $23.5K
7.91K $1.5M
DRIV
Global X Fds Global X Autonomo

ETFs
2.45K
+ 22.92%
$23.34 - $28.35 $57.1K - $69.4K
13.1K $371K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
12.6K
+ 35.19%
$8.7 - $9.11 $109K - $114K
48.3K $439K
FEX
First Tr Large Cap Core Alphde

ETFs
265
+ 2.03%
$110.0 - $117.08 $29.2K - $31K
13.3K $1.56M
TSCO
Tractor Supply CO

Consumer Cyclical
48
+ 0.17%
$54.08 - $62.65 $2.6K - $3.01K
28.6K $1.63M
FRT
Federal Realty Investment Trust

Real Estate
561
+ 5.66%
$90.61 - $102.67 $50.8K - $57.6K
10.5K $1.06M
VLO
Valero Energy Corp

Energy
270
+ 13.51%
$131.77 - $175.63 $35.6K - $47.4K
2.27K $386K
SLB
Schlumberger Limited

Energy
3.07K
+ 13.58%
$32.37 - $37.31 $99.4K - $115K
25.7K $882K
PG
Procter & Gamble CO

Consumer Defensive
2.55K
+ 5.19%
$150.47 - $161.22 $384K - $412K
51.8K $7.95M
VST
Vistra Corp.

Utilities
559
+ 36.68%
$182.0 - $217.92 $102K - $122K
2.08K $408K
NVT
N Vent Electric PLC

Industrials
21
+ 0.48%
$72.16 - $100.25 $1.52K - $2.11K
4.38K $431K
DHR
Danaher Corp

Healthcare
537
+ 8.87%
$181.46 - $212.2 $97.4K - $114K
6.59K $1.31M
GDV
Gabelli Dividend & Income Trust

Financial Services
1.53K
+ 2.53%
$25.8 - $27.4 $39.4K - $41.8K
61.9K $1.68M
ITM
Vaneck Intermediate Muni ETF

ETFs
2.14K
+ 25.04%
$45.2 - $46.71 $96.7K - $100K
10.7K $497K
CLF
Cleveland Cliffs Inc.

Basic Materials
4.62K
+ 42.25%
$8.12 - $12.84 $37.5K - $59.3K
15.5K $189K
TROW
Price T Rowe Group Inc

Financial Services
622
+ 9.35%
$98.67 - $111.52 $61.4K - $69.4K
7.27K $746K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.09K
+ 4.95%
$14.53 - $17.13 $30.3K - $35.8K
44.2K $740K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.23K
+ 21.0%
$82.38 - $83.0 $101K - $102K
7.08K $587K
BNDX
Vanguard Total International B

ETFs
2.08K
+ 11.05%
$49.0 - $49.51 $102K - $103K
20.9K $1.03M
TNA
Direxion Daily Small Cap Bull

ETFs
116
+ 1.42%
$32.54 - $47.12 $3.77K - $5.47K
8.29K $375K
CFG
Citizens Financial Group Inc

Financial Services
835
+ 12.47%
$46.1 - $53.65 $38.5K - $44.8K
7.53K $400K
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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