Summit Financial, LLC Sells in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
-303
- 1.58%
$288.69 - $310.94 $87.5K - $94.2K
18.8K $5.52M
BSX
Boston Scientific Corp

Healthcare
-444
- 1.36%
$97.03 - $108.14 $43.1K - $48K
32.3K $3.15M
SUN
Sunoco LP

Energy
-1
- -0.0%
$48.42 - $55.31 $48.4 - $55.3
93.2K $4.66M
TTD
Trade Desk, Inc.

Technology
-1.61K
- 14.63%
$43.93 - $89.76 $70.9K - $145K
9.41K $461K
OKE
Oneok Inc

Energy
-746
- 2.39%
$71.36 - $83.47 $53.2K - $62.3K
30.4K $2.22M
AJG
Arthur J. Gallagher & Co.

Financial Services
-954
- 34.95%
$284.17 - $319.49 $271K - $305K
1.78K $550K
CSL
Carlisle Companies Inc

Industrials
-16
- 0.23%
$327.52 - $435.11 $5.24K - $6.96K
6.86K $2.26M
FTNT
Fortinet, Inc.

Technology
-1.93K
- 28.23%
$74.39 - $107.65 $143K - $207K
4.9K $411K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-5.59K
- 18.02%
$112.94 - $129.99 $632K - $727K
25.5K $3.26M
HSY
Hershey CO

Consumer Defensive
-1.97K
- 52.31%
$161.95 - $193.45 $319K - $381K
1.79K $335K
FDS
Factset Research Systems Inc

Financial Services
-111
- 7.87%
$283.86 - $450.3 $31.5K - $50K
1.3K $372K
PH
Parker Hannifin Corp

Industrials
-708
- 14.65%
$697.13 - $769.67 $494K - $545K
4.13K $3.13M
NKE
Nike, Inc.

Consumer Cyclical
-3.09K
- 13.98%
$69.24 - $79.24 $214K - $245K
19K $1.33M
FICO
Fair Isaac Corp

Technology
-27
- 4.44%
$1311.26 - $1869.83 $35.4K - $50.5K
581 $869K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.34K
- 24.77%
$100.16 - $100.7 $235K - $236K
7.12K $716K
CAG
Conagra Brands Inc.

Consumer Defensive
-8.98K
- 30.45%
$18.04 - $21.14 $162K - $190K
20.5K $375K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-5.01K
- 3.44%
$50.29 - $50.86 $252K - $255K
141K $7.15M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-4.5K
- 42.23%
$48.31 - $48.93 $217K - $220K
6.16K $300K
NVO
Novo Nordisk A S

Healthcare
-1.12K
- 10.13%
$45.38 - $71.7 $50.8K - $80.2K
9.93K $550K
HYLS
First Tr Tactical High Yield L

ETFs
-4.89K
- 25.88%
$41.62 - $42.32 $204K - $207K
14K $589K
JKHY
Henry Jack & Associates Inc

Technology
-334
- 7.01%
$148.45 - $182.09 $49.6K - $60.8K
4.43K $659K
RSG
Republic Services, Inc.

Industrials
-36
- 0.32%
$225.33 - $246.01 $8.11K - $8.86K
11.1K $2.54M
ADBE
Adobe Inc.

Technology
-29
- 0.54%
$333.65 - $392.1 $9.68K - $11.4K
5.29K $1.87M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-230
- 12.28%
$366.54 - $479.53 $84.3K - $110K
1.64K $643K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-756
- 13.67%
$301.44 - $365.84 $228K - $277K
4.78K $1.55M
FANG
Diamondback Energy, Inc.

Energy
-1.47K
- 29.81%
$134.53 - $152.5 $197K - $224K
3.46K $494K
CL
Colgate Palmolive CO

Consumer Defensive
-140
- 0.91%
$79.36 - $93.33 $11.1K - $13.1K
15.2K $1.22M
STZ
Constellation Brands, Inc.

Consumer Defensive
-344
- 7.38%
$131.78 - $176.09 $45.3K - $60.6K
4.32K $581K
SBUX
Starbucks Corp

Consumer Cyclical
-149
- 0.67%
$81.9 - $96.86 $12.2K - $14.4K
22.2K $1.88M
CHD
Church & Dwight CO Inc

Consumer Defensive
-458
- 3.0%
$85.84 - $99.09 $39.3K - $45.4K
14.8K $1.3M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-246
- 9.7%
$108.8 - $169.61 $26.8K - $41.7K
2.29K $249K
GIS
General Mills Inc

Consumer Defensive
-2.96K
- 23.15%
$48.44 - $53.83 $143K - $159K
9.82K $495K
IAK
Ishares Tr

ETFs
-1.1K
- 31.85%
$126.37 - $134.46 $139K - $148K
2.35K $314K
PGR
Progressive Corp

Financial Services
-84
- 1.32%
$238.61 - $264.3 $20K - $22.2K
6.29K $1.55M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-3.03K
- 9.04%
$49.78 - $50.75 $151K - $154K
30.4K $1.54M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.02K
- 22.43%
$404.94 - $499.99 $412K - $509K
3.52K $1.71M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.86K
- 8.79%
$46.51 - $50.07 $86.4K - $93K
19.3K $904K
FBT
First Trust Nyse Arca Biotechn

ETFs
-1.07K
- 28.89%
$159.46 - $180.52 $171K - $193K
2.63K $472K
CI
Cigna Corp

Healthcare
-4
- 0.14%
$262.23 - $334.39 $1.05K - $1.34K
2.85K $822K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-3.19K
- 17.35%
$40.94 - $42.85 $130K - $137K
15.2K $639K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-238
- 1.13%
$60.9 - $70.75 $14.5K - $16.8K
20.9K $1.31M
KMB
Kimberly Clark Corp

Consumer Defensive
-691
- 10.33%
$121.72 - $136.77 $84.1K - $94.5K
6K $745K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
-3.79K
- 8.15%
$15.26 - $18.63 $57.8K - $70.6K
42.7K $737K
FV
First Trust Dorsey Wright Focu

ETFs
-2.42K
- 19.43%
$59.23 - $62.14 $143K - $150K
10K $621K
WM
Waste Management Inc

Industrials
-75
- 0.62%
$213.88 - $237.1 $16K - $17.8K
12.1K $2.67M
DXCM
Dexcom Inc

Healthcare
-353
- 7.97%
$66.46 - $89.53 $23.5K - $31.6K
4.07K $274K
DOV
Dover Corp

Industrials
-15
- 0.22%
$165.59 - $190.9 $2.48K - $2.86K
6.7K $1.12M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-6.76K
- 1.1%
$24.69 - $25.26 $167K - $171K
606K $15.2M
AIG
American International Group, Inc.

Financial Services
-933
- 18.71%
$76.34 - $85.87 $71.2K - $80.1K
4.05K $318K
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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