Summit Financial, LLC Reduced Holdings in Q4 2024

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGX
Quest Diagnostics Inc

Healthcare
-4
- 0.27%
N/A
1.49K $203K
FEX
First Tr Large Cap Core Alphde

ETFs
-19
- 0.22%
$103.29 - $112.88 $1.96K - $2.14K
8.47K $883K
Desktop Metal, Inc.
-11.9K
- 36.67%
N/A
20.6K $0
HXL
Hexcel Corp

Industrials
-63
- 1.67%
$58.56 - $65.31 $3.69K - $4.11K
3.7K $232K
TROW
Price T Rowe Group Inc

Financial Services
-145
- 3.37%
$106.48 - $124.69 $15.4K - $18.1K
4.15K $469K
AME
Ametek Inc

Industrials
-165
- 4.68%
$165.89 - $197.38 $27.4K - $32.6K
3.36K $606K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-141
- 0.73%
$104.59 - $118.05 $14.7K - $16.6K
19.1K $2.07M
RPM
Rpm International Inc

Basic Materials
-20
- 0.77%
$120.09 - $140.26 $2.4K - $2.81K
2.59K $318K
VFC
V F Corp

Consumer Cyclical
-963
- 5.68%
$16.7 - $22.59 $16.1K - $21.8K
16K $342K
FV
First Trust Dorsey Wright Focu

ETFs
-17
- 0.22%
$57.47 - $62.82 $977 - $1.07K
7.61K $449K
XEL
Xcel Energy Inc

Utilities
-27
- 0.48%
$62.16 - $72.92 $1.68K - $1.97K
5.55K $374K
FDS
Factset Research Systems Inc

Financial Services
-13
- 1.15%
$449.69 - $495.72 $5.85K - $6.44K
1.12K $538K
CDNS
Cadence Design Systems Inc

Technology
-51
- 3.89%
$249.1 - $324.54 $12.7K - $16.6K
1.26K $378K
KBE
Spdr S&P Bank ETF

ETFs
-61
- 0.51%
$51.33 - $62.76 $3.13K - $3.83K
11.9K $662K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-61
- 2.56%
$127.59 - $153.41 $7.78K - $9.36K
2.32K $334K
APH
Amphenol Corp

Technology
-187
- 1.81%
$62.07 - $75.35 $11.6K - $14.1K
10.1K $702K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-36
- 0.63%
$311.11 - $335.64 $11.2K - $12.1K
5.69K $1.83M
ROK
Rockwell Automation, Inc

Industrials
-115
- 2.77%
$264.65 - $302.92 $30.4K - $34.8K
4.04K $1.16M
PAYC
Paycom Software, Inc.

Technology
-2
- 0.16%
$159.94 - $240.25 $320 - $481
1.23K $252K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-20
- 1.49%
$152.04 - $211.12 $3.04K - $4.22K
1.32K $267K
JBLU
Jetblue Airways Corp

Industrials
-6
- 0.01%
$5.63 - $8.05 $33.8 - $48.3
43.7K $343K
DAL
Delta Air Lines, Inc.

Industrials
-2.16K
- 9.92%
$47.46 - $65.77 $103K - $142K
19.6K $1.19M
SKYY
First Trust Cloud Computing Et

ETFs
-86
- 1.54%
$99.98 - $130.46 $8.6K - $11.2K
5.48K $653K
VCR
Vanguard Consumer Discretionar

ETFs
-8
- 0.3%
$328.51 - $401.37 $2.63K - $3.21K
2.68K $1.01M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-5
- 0.16%
$1146.59 - $1270.6 $5.73K - $6.35K
3.04K $3.6M
TRGP
Targa Resources Corp.

Energy
-184
- 3.83%
$150.58 - $207.69 $27.7K - $38.2K
4.62K $824K
SPOT
Spotify Technology S.A.

Communication Services
-145
- 3.42%
$362.95 - $502.38 $52.6K - $72.8K
4.09K $1.83M
CRM
Salesforce, Inc.

Technology
-521
- 2.71%
$270.87 - $367.87 $141K - $192K
18.7K $6.25M
MS
Morgan Stanley

Financial Services
-353
- 0.71%
$104.42 - $134.99 $36.9K - $47.7K
49.1K $6.17M
NFLX
Netflix Inc

Communication Services
-899
- 4.54%
$687.65 - $936.56 $618K - $842K
18.9K $16.8M
VUG
Vanguard Growth ETF

ETFs
-5.15K
- 2.3%
$378.79 - $428.11 $1.95M - $2.2M
219K $89.8M
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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