Summit Financial, LLC Incresed Positions in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BDX
Becton Dickinson & CO

Healthcare
367
+ 17.58%
$172.41 - $199.66 $63.3K - $73.3K
2.46K $459K
NTR
Nutrien Ltd.

Basic Materials
884
+ 0.91%
$55.69 - $62.11 $49.2K - $54.9K
98.2K $5.77M
HIG
Hartford Financial Services Group, Inc.

Financial Services
449
+ 8.46%
$119.73 - $134.7 $53.8K - $60.5K
5.76K $767K
VMC
Vulcan Materials CO

Basic Materials
85
+ 5.94%
$260.62 - $307.62 $22.2K - $26.1K
1.52K $466K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
573
+ 0.47%
$49.05 - $49.99 $28.1K - $28.6K
122K $6.09M
PWR
Quanta Services, Inc.

Industrials
93
+ 6.65%
$372.29 - $421.68 $34.6K - $39.2K
1.49K $617K
SYY
Sysco Corp

Consumer Defensive
206
+ 1.98%
$76.33 - $82.51 $15.7K - $17K
10.6K $874K
MGK
Vanguard Mega Cap Growth ETF

ETFs
134
+ 15.93%
$362.31 - $405.74 $48.5K - $54.4K
975 $392K
CMS
Cms Energy Corp

Utilities
478
+ 3.86%
$69.37 - $74.67 $33.2K - $35.7K
12.9K $942K
MMM
3 M CO

Industrials
373
+ 4.24%
$144.41 - $160.2 $53.9K - $59.8K
9.18K $1.42M
TDIV
First Trust Nasdaq Technology

ETFs
617
+ 25.21%
$89.27 - $100.33 $55.1K - $61.9K
3.06K $302K
DD
Du Pont De Nemours, Inc.

Basic Materials
570
+ 14.04%
$69.9 - $78.26 $39.8K - $44.6K
4.63K $360K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
2.29K
+ 2.33%
$8.8 - $9.5 $20.2K - $21.8K
101K $951K
KR
Kroger CO

Consumer Defensive
1.94K
+ 16.79%
$64.52 - $74.35 $125K - $144K
13.5K $910K
MBB
Ishares Tr

ETFs
725
+ 9.11%
$92.46 - $95.73 $67K - $69.4K
8.68K $826K
CB
Chubb LTD

Financial Services
707
+ 4.31%
$265.99 - $289.59 $188K - $205K
17.1K $4.83M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
434
+ 6.8%
$87.69 - $96.0 $38.1K - $41.7K
6.82K $642K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
368
+ 2.3%
$42.26 - $47.16 $15.6K - $17.4K
16.4K $759K
BOND
Pimco Active Bond Exchange Tra

ETFs
773
+ 25.58%
$90.83 - $93.81 $70.2K - $72.5K
3.8K $354K
GL
Globe Life Inc.

Financial Services
85
+ 2.59%
$117.6 - $146.55 $10K - $12.5K
3.37K $481K
ARCC
Ares Capital Corp

Financial Services
8.32K
+ 13.07%
$20.41 - $23.25 $170K - $193K
72K $1.47M
SYF
Synchrony Financial

Financial Services
139
+ 0.96%
$67.53 - $76.86 $9.39K - $10.7K
14.6K $1.04M
GPC
Genuine Parts CO

Consumer Cyclical
68
+ 1.9%
$122.23 - $142.77 $8.31K - $9.71K
3.65K $506K
HBAN
Huntington Bancshares Inc

Financial Services
3.51K
+ 16.31%
$15.87 - $17.88 $55.7K - $62.8K
25K $432K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.18K
+ 9.83%
$50.73 - $52.47 $60.1K - $62.1K
13.2K $690K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
2.98K
+ 5.83%
$15.5 - $16.01 $46.1K - $47.7K
54.1K $859K
TXN
Texas Instruments Inc

Technology
350
+ 1.45%
N/A
24.5K $4.77M
TIP
Ishares Tr Tips Bd ETF

ETFs
271
+ 0.85%
$109.11 - $111.88 $29.6K - $30.3K
32.1K $3.57M
BWX
Spdr Bloomberg International T

ETFs
3.13K
+ 36.53%
$22.58 - $23.5 $70.6K - $73.5K
11.7K $268K
DVY
Ishares Tr

ETFs
239
+ 6.84%
$133.88 - $142.57 $32K - $34.1K
3.73K $530K
MNA
Iq Merger Arbitrage ETF

ETFs
1.69K
+ 20.21%
$35.11 - $36.01 $59.5K - $61K
10.1K $361K
RPM
Rpm International Inc

Basic Materials
376
+ 14.63%
$110.07 - $128.23 $41.4K - $48.2K
2.95K $347K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
8.1K
+ 5.1%
$10.03 - $10.4 $81.2K - $84.2K
167K $1.69M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.44K
+ 1.79%
$20.76 - $21.78 $29.8K - $31.3K
81.5K $1.76M
ECL
Ecolab Inc.

Basic Materials
183
+ 5.96%
$259.39 - $285.47 $47.5K - $52.2K
3.25K $890K
PTEN
Patterson Uti Energy Inc

Energy
15.7K
+ 65.72%
$5.18 - $6.6 $81.1K - $103K
39.5K $204K
DEI
Douglas Emmett Inc

Real Estate
119
+ 0.11%
$14.06 - $16.91 $1.67K - $2.01K
110K $1.71M
WES
Western Midstream Partners, LP

Energy
77
+ 0.08%
$37.5 - $41.18 $2.89K - $3.17K
94.1K $3.7M
CCL
Carnival Corp

Consumer Cyclical
966
+ 2.43%
$28.37 - $32.49 $27.4K - $31.4K
40.8K $1.18M
PPL
Ppl Corp

Utilities
59
+ 0.35%
$33.54 - $37.24 $1.98K - $2.2K
17K $632K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.01%
$91.28 - $97.59 $91.3 - $97.6
11.7K $1.12M
KO
Coca Cola CO

Consumer Defensive
8.96K
+ 7.39%
$65.67 - $71.67 $589K - $642K
130K $8.64M
MSI
Motorola Solutions, Inc.

Technology
7
+ 0.48%
$408.73 - $490.3 $2.86K - $3.43K
1.47K $671K
PPA
Invesco Exchange Traded Fd Tr

ETFs
179
+ 8.41%
$139.82 - $155.45 $25K - $27.8K
2.31K $358K
EIX
Edison International

Utilities
383
+ 3.97%
$50.42 - $56.35 $19.3K - $21.6K
10K $554K
MAC
Macerich CO

Real Estate
14
+ 0.05%
$16.01 - $18.75 $224 - $263
27.6K $501K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
1.91K
+ 2.39%
$11.04 - $11.83 $21.1K - $22.6K
81.8K $956K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
477
+ 7.25%
$47.78 - $52.76 $22.8K - $25.2K
7.06K $367K
NUE
Nucor Corp

Basic Materials
171
+ 3.45%
$133.3 - $150.33 $22.8K - $25.7K
5.13K $694K
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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