Summit Financial, LLC Reduced Holdings in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NEAR
Blackrock Short Maturity Bond

ETFs
-349K
- 49.2%
$50.8 - $51.32 $17.7M - $17.9M
361K $18.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-216K
- 74.78%
$72.57 - $74.72 $15.6M - $16.1M
72.7K $5.41M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-139K
- 54.38%
$91.44 - $91.77 $12.7M - $12.7M
116K $10.7M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-115K
- 97.67%
$80.0 - $88.06 $9.22M - $10.1M
2.74K $239K
VOE
Vanguard Mid Cap Value Index F

ETFs
-61.2K
- 26.97%
$164.63 - $174.58 $10.1M - $10.7M
166K $29M
EWJ
Ishares Msci Japan ETF

ETFs
-116K
- 37.61%
$71.69 - $81.49 $8.31M - $9.44M
192K $15.4M
SHV
Ishares Tr

ETFs
-66.7K
- 22.82%
$110.06 - $110.49 $7.34M - $7.37M
226K $24.9M
USFR
Wisdomtree Floating Rate Treas

ETFs
-144K
- 55.35%
$50.23 - $50.48 $7.24M - $7.28M
116K $5.85M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-22.5K
- 38.36%
$182.33 - $194.5 $4.1M - $4.37M
36.1K $7.03M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-43.8K
- 8.79%
$85.01 - $90.35 $3.72M - $3.96M
454K $40.6M
XLY
Select Sector Spdr Consumer Di

ETFs
-14.4K
- 75.18%
$216.09 - $242.18 $3.11M - $3.48M
4.75K $1.14M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-30.1K
- 12.2%
N/A
216K $18.6M
GLD
Spdr Gold Trust

ETFs
-17.1K
- 24.52%
$300.96 - $355.47 $5.16M - $6.09M
52.7K $18.7M
MSA
Msa Safety Inc

Industrials
-15.2K
- 92.42%
$168.32 - $180.03 $2.56M - $2.74M
1.25K $214K
XLF
Financial Sector Spdr

ETFs
-52.7K
- 25.73%
$51.37 - $54.25 $2.71M - $2.86M
152K $8.2M
XLE
Energy Sector Spdr

ETFs
-32.5K
- 32.81%
$84.25 - $91.99 $2.74M - $2.99M
66.5K $5.94M
AFL
Aflac Inc

Financial Services
-22.4K
- 48.97%
$98.09 - $111.7 $2.2M - $2.5M
23.4K $2.61M
SYK
Stryker Corp

Healthcare
-3.35K
- 16.5%
$368.57 - $403.53 $1.24M - $1.35M
17K $6.27M
HON
Honeywell International Inc

Industrials
-4.93K
- 15.71%
$207.7 - $240.4 $1.02M - $1.18M
26.4K $5.57M
MGF
Mfs Government Markets Income Trust

Financial Services
-474K
- 26.63%
$3.04 - $3.12 $1.44M - $1.48M
1.31M $4.05M
BMI
Badger Meter Inc

Technology
-2.41K
- 15.85%
$172.32 - $245.81 $415K - $591K
12.8K $2.28M
ACN
Accenture PLC

Technology
-2.74K
- 19.4%
$232.56 - $304.78 $637K - $835K
11.4K $2.81M
ON
On Semiconductor Corp

Technology
-23.7K
- 76.81%
$46.98 - $62.45 $1.11M - $1.48M
7.16K $352K
WDAY
Workday, Inc.

Technology
-4.99K
- 77.04%
$213.69 - $247.69 $1.07M - $1.24M
1.49K $357K
EPI
Wisdomtree Tr India Earnings F

ETFs
-22.8K
- 74.07%
$43.79 - $47.63 $998K - $1.09M
7.98K $352K
VFH
Vanguard Financial ETF

ETFs
-9.56K
- 15.58%
$125.23 - $132.78 $1.2M - $1.27M
51.8K $6.8M
XLP
Consumer Staples Sector Spdr

ETFs
-12.9K
- 35.56%
N/A
23.3K $1.77M
NOW
Service Now, Inc.

Technology
-682
- 21.8%
$850.86 - $1044.69 $580K - $712K
2.45K $2.25M
UNP
Union Pacific Corp

Industrials
-4.05K
- 22.47%
$214.91 - $237.16 $871K - $961K
14K $3.31M
AMT
American Tower Corp

Real Estate
-2.36K
- 26.66%
$192.32 - $232.35 $453K - $548K
6.49K $1.25M
BRO
Brown & Brown, Inc.

Financial Services
-1.18K
- 3.48%
$90.88 - $108.93 $107K - $128K
32.7K $3.06M
BMY
Bristol Myers Squibb CO

Healthcare
-13K
- 16.79%
$43.31 - $48.98 $565K - $639K
64.7K $2.92M
CYBR
Cyber Ark Software Ltd.

Technology
-3.62K
- 25.65%
$374.8 - $491.1 $1.36M - $1.78M
10.5K $5.07M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.38K
- 10.64%
$38.58 - $58.24 $130K - $197K
28.4K $1.11M
VZ
Verizon Communications Inc

Communication Services
-17.1K
- 13.46%
$40.84 - $45.06 $698K - $770K
110K $4.83M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-55.1K
- 13.09%
$23.82 - $25.84 $1.31M - $1.42M
366K $9.41M
KBH
Kb Home

Consumer Cyclical
-15.3K
- 45.05%
$52.78 - $67.97 $810K - $1.04M
18.7K $1.19M
SPGI
S&P Global Inc.

Financial Services
-222
- 1.86%
$484.94 - $564.15 $108K - $125K
11.7K $5.7M
GM
General Motors CO

Consumer Cyclical
-51.5K
- 23.69%
$48.89 - $61.24 $2.52M - $3.15M
166K $10.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.79K
- 14.18%
$196.15 - $217.83 $352K - $390K
10.8K $2.19M
CDNS
Cadence Design Systems Inc

Technology
-1.89K
- 51.36%
$309.46 - $373.37 $585K - $706K
1.79K $629K
SUB
Ishares Short Term National Mu

ETFs
-4.42K
- 34.85%
$106.17 - $107.3 $469K - $474K
8.27K $882K
MCD
Mcdonalds Corp

Consumer Cyclical
-2.26K
- 10.92%
$291.67 - $316.99 $659K - $717K
18.4K $5.61M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-7.39K
- 8.58%
$87.51 - $91.22 $647K - $674K
78.8K $7.17M
TGT
Target Corp

Consumer Defensive
-3.54K
- 39.95%
$86.56 - $107.43 $306K - $380K
5.32K $477K
ABT
Abbott Laboratories

Healthcare
-2K
- 3.38%
$120.51 - $136.62 $241K - $274K
57.3K $7.67M
VRSK
Verisk Analytics, Inc.

Industrials
-204
- 3.64%
$242.3 - $312.95 $49.4K - $63.8K
5.4K $1.36M
AMP
Ameriprise Financial Inc

Financial Services
-194
- 2.84%
$486.13 - $544.55 $94.3K - $106K
6.65K $3.27M
IEF
Ishares Barclays

ETFs
-4.76K
- 4.34%
$93.91 - $97.26 $447K - $463K
105K $10.1M
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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