Summit Financial, LLC New Holdings in Q4 2024

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
7.62K
New
$62.78 - $74.62 $479K - $569K
7.62K $486K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.28K
New
N/A
5.28K $452K
UBSI
United Bankshares Inc

Financial Services
11.8K
New
$35.53 - $43.29 $420K - $512K
11.8K $443K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
8.61K
New
$49.78 - $66.55 $428K - $573K
8.61K $430K
GBDC
Golub Capital Bdc, Inc.

Financial Services
27.9K
New
$14.69 - $15.67 $410K - $437K
27.9K $423K
CDX
Simplify Exch.Trad Fds Simplif

ETFs
17.6K
New
$21.81 - $23.88 $383K - $419K
17.6K $382K
TTE
Total Energies Se

Energy
5.54K
New
N/A
5.54K $380K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
15.5K
New
$22.4 - $29.88 $348K - $465K
15.5K $350K
SRE
Sempra Energy

Utilities
3.94K
New
$80.81 - $94.77 $318K - $373K
3.94K $345K
BBY
Best Buy CO Inc

Consumer Cyclical
3.99K
New
$85.2 - $101.35 $340K - $405K
3.99K $342K
SNSR
Global X Fds Internet Of Thing

ETFs
9.19K
New
$34.03 - $36.88 $313K - $339K
9.19K $320K
BURL
Burlington Stores, Inc.

Consumer Cyclical
1.11K
New
$242.7 - $295.49 $269K - $328K
1.11K $316K
PKB
Invesco Exchange Traded Fd Tr

ETFs
4.16K
New
$75.72 - $88.37 $315K - $368K
4.16K $315K
EAT
Brinker International, Inc

Consumer Cyclical
2.33K
New
$78.76 - $137.19 $184K - $320K
2.33K $308K
RHI
Robert Half International Inc.

Industrials
4.34K
New
$65.55 - $76.8 $285K - $334K
4.34K $306K
SWKS
Skyworks Solutions, Inc.

Technology
3.37K
New
$83.18 - $99.15 $281K - $334K
3.37K $299K
PII
Polaris Inc.

Consumer Cyclical
5.14K
New
$56.74 - $83.06 $292K - $427K
5.14K $296K
AVY
Avery Dennison Corp

Industrials
1.58K
New
$186.26 - $220.48 $294K - $349K
1.58K $295K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
15.5K
New
$18.42 - $22.58 $286K - $351K
15.5K $293K
SCI
Service Corp International

Consumer Cyclical
3.66K
New
$73.36 - $88.6 $269K - $325K
3.66K $292K
EFV
Msci Eafe Value ETF

ETFs
5.56K
New
$51.78 - $57.15 $288K - $317K
5.56K $291K
KFRC
Kforce Inc

Industrials
5.01K
New
$53.57 - $62.47 $269K - $313K
5.01K $284K
SAP
Sap Se

Technology
1.16K
New
$218.13 - $255.54 $252K - $295K
1.16K $284K
GPC
Genuine Parts CO

Consumer Cyclical
2.43K
New
$113.11 - $143.63 $275K - $349K
2.43K $283K
EPAM
Epam Systems, Inc.

Technology
1.48K
New
N/A
1.48K $274K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.61K
New
$47.29 - $84.74 $171K - $306K
3.61K $268K
EVR
Evercore Inc.

Financial Services
962
New
$247.66 - $315.67 $238K - $304K
962 $266K
CNQ
Canadian Natural Resources LTD

Energy
8.54K
New
$29.51 - $37.6 $252K - $321K
8.54K $263K
PPLT
Abrdn Platinum ETF Trust

ETFs
2.93K
New
N/A
2.93K $262K
BC
Brunswick Corp

Consumer Cyclical
4.05K
New
$64.5 - $85.95 $261K - $348K
4.05K $261K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.45K
New
$138.3 - $192.95 $201K - $281K
1.45K $256K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.17K
New
$79.93 - $88.06 $254K - $279K
3.17K $253K
IYW
Ishares Dj Us Tech ETF

ETFs
1.58K
New
$148.14 - $166.23 $234K - $262K
1.58K $251K
CW
Curtiss Wright Corp

Industrials
707
New
$335.08 - $389.49 $237K - $275K
707 $250K
LANC
Lancaster Colony Corp

Consumer Defensive
1.42K
New
$172.18 - $200.28 $245K - $285K
1.42K $246K
VT
Vanguard Total World Stk Index

ETFs
2.09K
New
$117.09 - $123.07 $245K - $258K
2.09K $245K
CAH
Cardinal Health Inc

Healthcare
2.04K
New
$107.89 - $125.33 $220K - $256K
2.04K $241K
PCEF
Invesco Cef Income Composite E

ETFs
12.2K
New
$19.05 - $19.86 $232K - $242K
12.2K $233K
VALE
Vale S.A.

Basic Materials
26K
New
$8.74 - $11.78 $228K - $307K
26K $230K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
928
New
$229.83 - $258.46 $213K - $240K
928 $229K
HIW
Highwoods Properties, Inc.

Real Estate
7.51K
New
$29.37 - $36.37 $221K - $273K
7.51K $229K
NI
Nisource Inc.

Utilities
6.12K
New
$33.74 - $38.25 $207K - $234K
6.12K $225K
EMN
Eastman Chemical CO

Basic Materials
2.46K
New
$90.03 - $110.64 $222K - $273K
2.46K $225K
EME
Emcor Group, Inc.

Industrials
495
New
$427.96 - $526.95 $212K - $261K
495 $224K
MSTR
Microstrategy Inc

Technology
774
New
$162.69 - $473.83 $126K - $367K
774 $224K
ATO
Atmos Energy Corp

Utilities
1.6K
New
$136.41 - $151.43 $218K - $242K
1.6K $222K
GGG
Graco Inc

Industrials
2.6K
New
$81.45 - $92.29 $212K - $240K
2.6K $219K
BKR
Baker Hughes CO

Energy
5.2K
New
$35.98 - $44.88 $187K - $233K
5.2K $213K
EHC
Encompass Health Corp

Healthcare
2.3K
New
$92.35 - $103.77 $212K - $239K
2.3K $212K
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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