Summit Financial, LLC New Holdings in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
350K
New
$225.11 - $247.9 $78.7M - $86.7M
350K $86.4M
PLTR
Palantir Technologies Inc.

Technology
343K
New
$130.68 - $186.97 $44.8M - $64.2M
343K $62.6M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.44M
New
$24.97 - $25.78 $36M - $37.2M
1.44M $36.9M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
1.74M
New
$20.77 - $21.32 $36.1M - $37.1M
1.74M $36.9M
IBDV
Ishares Tr

Technology
1.55M
New
$21.75 - $22.22 $33.8M - $34.5M
1.55M $34.4M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.01M
New
$23.13 - $23.54 $23.4M - $23.8M
1.01M $23.7M
AIQ
Global X Funds Global X Artifi

ETFs
447K
New
$43.2 - $49.66 $19.3M - $22.2M
447K $22.1M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
526K
New
$35.42 - $38.65 $18.6M - $20.3M
526K $20M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
780K
New
$25.24 - $25.56 $19.7M - $19.9M
780K $19.9M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
396K
New
$45.26 - $46.63 $17.9M - $18.5M
396K $18.3M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
383K
New
$42.39 - $44.63 $16.2M - $17.1M
383K $17.1M
SOFI
So Fi Technologies, Inc.

Financial Services
625K
New
$17.64 - $29.81 $11M - $18.6M
625K $16.5M
AVDE
American Centy ETF Tr Avantis

ETFs
194K
New
$73.24 - $79.04 $14.2M - $15.3M
194K $15.3M
AVEM
American Centy ETF Tr Avantis

ETFs
179K
New
$68.33 - $75.41 $12.2M - $13.5M
179K $13.4M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
261K
New
$49.09 - $50.58 $12.8M - $13.2M
261K $13.2M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
440K
New
$28.95 - $29.73 $12.7M - $13.1M
440K $13.1M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
107K
New
$110.74 - $122.12 $11.9M - $13.1M
107K $13M
JEPI
J P Morgan Exchange Traded Fd

ETFs
227K
New
$55.61 - $57.37 $12.6M - $13M
227K $13M
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
83K
New
$70.83 - $154.44 $5.88M - $12.8M
83K $12.8M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
27.4K
New
$393.18 - $439.39 $10.8M - $12M
27.4K $11.9M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
195K
New
$53.81 - $57.52 $10.5M - $11.2M
195K $11.2M
DGRO
Ishares Core Dividend Growth E

ETFs
154K
New
$64.12 - $68.08 $9.88M - $10.5M
154K $10.5M
RDVY
First Trust Rising Dividend Ac

ETFs
143K
New
$62.38 - $67.29 $8.89M - $9.59M
143K $9.59M
AXSM
Axsome Therapeutics, Inc.

Healthcare
77.5K
New
$100.39 - $129.29 $7.78M - $10M
77.5K $9.42M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
386K
New
$24.14 - $24.34 $9.32M - $9.4M
386K $9.4M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
356K
New
$23.69 - $24.32 $8.44M - $8.67M
356K $8.66M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
84.4K
New
$96.91 - $101.22 $8.18M - $8.54M
84.4K $8.35M
MLN
Vaneck Long Muni ETF

ETFs
471K
New
$16.52 - $17.5 $7.78M - $8.24M
471K $8.23M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
333K
New
N/A
333K $7.91M
JBBB
Janus Detroit Str Tr Henderson

ETFs
162K
New
$48.04 - $48.61 $7.78M - $7.87M
162K $7.8M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
370K
New
$20.41 - $20.67 $7.55M - $7.65M
370K $7.61M
SPSB
Spdr Portfolio Short Term Corp

ETFs
251K
New
$30.02 - $30.29 $7.54M - $7.61M
251K $7.61M
COIN
Coinbase Global, Inc.

Technology
22.5K
New
$297.99 - $419.78 $6.69M - $9.43M
22.5K $7.58M
CIL
Victory Portfolios Ii Shs Intl

ETFs
145K
New
$49.54 - $52.16 $7.17M - $7.54M
145K $7.46M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
92K
New
$72.65 - $78.68 $6.68M - $7.24M
92K $7.21M
VOOV
Vanguard S&P 500 Value ETF

ETFs
34.5K
New
$187.97 - $199.47 $6.49M - $6.88M
34.5K $6.88M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
134K
New
$50.81 - $51.07 $6.82M - $6.85M
134K $6.85M
VGLT
Vanguard Long Term Treasury Et

ETFs
113K
New
$54.21 - $57.41 $6.12M - $6.48M
113K $6.42M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
103K
New
$54.9 - $59.81 $5.67M - $6.17M
103K $6.15M
RTX
Raytheon Technologies Corp

Industrials
36.2K
New
$144.19 - $167.33 $5.22M - $6.06M
36.2K $6.06M
CHK
Chesapeake Energy Corp

Energy
69.2K
New
N/A
69.2K $5.93M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
115K
New
$50.53 - $50.82 $5.83M - $5.86M
115K $5.86M
FTGC
First Trust Global Tactical CO

ETFs
220K
New
$24.67 - $26.32 $5.42M - $5.78M
220K $5.69M
IQLT
Ishares Msci Intl Quality Fact

ETFs
125K
New
$41.43 - $44.2 $5.17M - $5.52M
125K $5.52M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
216K
New
$24.65 - $24.98 $5.33M - $5.4M
216K $5.4M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
92.9K
New
$55.15 - $58.11 $5.12M - $5.4M
92.9K $5.34M
UITB
Usaa ETF Tr Core Intermediate

ETFs
112K
New
$46.38 - $47.74 $5.21M - $5.36M
112K $5.34M
VONV
Vanguard Russell 1000 Value Et

ETFs
59.6K
New
$84.55 - $89.54 $5.04M - $5.34M
59.6K $5.33M
RBLX
Roblox Corp

Communication Services
37.9K
New
$100.65 - $141.56 $3.81M - $5.36M
37.9K $5.25M
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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