Summit Financial, LLC Sells in Q3 2025

Summit Financial, LLC

  • $6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DGX
Quest Diagnostics Inc

Healthcare
-115
- 5.46%
N/A
1.99K $272K
FCG
First Tr Exchange Traded Fd

ETFs
-1.1K
- 4.28%
$22.47 - $24.38 $24.7K - $26.8K
24.6K $577K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-35
- 3.15%
$259.44 - $278.65 $9.08K - $9.75K
1.08K $279K
AL
Air Lease Corp

Industrials
-567
- 13.16%
$54.35 - $64.28 $30.8K - $36.4K
3.74K $238K
EVRG
Evergy, Inc.

Utilities
-549
- 13.9%
$67.73 - $76.02 $37.2K - $41.7K
3.4K $258K
PSA
Public Storage

Real Estate
-22
- 1.35%
$271.94 - $298.09 $5.98K - $6.56K
1.61K $465K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-2.84K
- 4.42%
$11.51 - $12.4 $32.6K - $35.2K
61.3K $753K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-369
- 2.77%
$29.12 - $29.34 $10.7K - $10.8K
12.9K $379K
JBL
Jabil Inc

Technology
-25
- 1.4%
$202.08 - $234.45 $5.05K - $5.86K
1.76K $382K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-479
- 5.65%
$26.15 - $27.4 $12.5K - $13.1K
8K $218K
RACE
Ferrari N.V.

Consumer Cyclical
-2
- 0.28%
$436.24 - $517.65 $872 - $1.04K
712 $345K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
-375
- 4.63%
$26.87 - $27.9 $10.1K - $10.5K
7.73K $212K
AME
Ametek Inc

Industrials
-149
- 4.48%
$176.44 - $192.03 $26.3K - $28.6K
3.18K $597K
MCK
Mckesson Corp

Healthcare
-94
- 5.23%
$659.01 - $772.54 $61.9K - $72.6K
1.7K $1.32M
NRG
Nrg Energy, Inc.

Utilities
-17
- 1.0%
$144.77 - $173.91 $2.46K - $2.96K
1.69K $273K
TTE
Total Energies Se

Energy
-8
- 0.14%
N/A
5.52K $378K
Avadel Pharmaceuticals PLC
-33.8K
- 48.78%
N/A
35.5K $0
Brookfield Corp
-235
- 0.81%
N/A
28.7K $0
Arista Networks Inc
-763
- 10.47%
N/A
6.52K $0
Lineage Inc
-12.5K
- 50.0%
N/A
12.5K $0
Gsk PLC
-528
- 6.83%
N/A
7.2K $0
ADI
Analog Devices Inc

Technology
-301
- 3.14%
$220.68 - $255.63 $66.4K - $76.9K
9.28K $2.28M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-85
- 1.28%
$52.55 - $54.37 $4.47K - $4.62K
6.54K $353K
Fortress Biotech Inc
-571K
- 56.22%
N/A
445K $0
Brookfield Asset Managmt LTD
-157
- 1.73%
N/A
8.9K $0
WRB
Berkley W R Corp

Financial Services
-106
- 3.38%
$67.78 - $76.62 $7.18K - $8.12K
3.03K $232K
BDC
Belden Inc.

Technology
-66
- 2.95%
$115.58 - $133.49 $7.63K - $8.81K
2.17K $261K
WWD
Woodward, Inc.

Industrials
-24
- 1.95%
$237.33 - $266.1 $5.7K - $6.39K
1.21K $304K
EFG
Msci Eafe Growth ETF

ETFs
-311
- 1.55%
$106.99 - $114.46 $33.3K - $35.6K
19.7K $2.25M
EMLP
First Tr Exchange Traded Iv

ETFs
-96
- 0.97%
$36.99 - $38.38 $3.55K - $3.68K
9.82K $375K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-106
- 3.5%
$76.29 - $80.63 $8.09K - $8.55K
2.92K $234K
DHS
Wisdomtree Tr U.S

ETFs
-132
- 3.29%
$96.42 - $101.82 $12.7K - $13.4K
3.88K $391K
FXL
First Tr Exchange Traded Fd Fi

ETFs
-64
- 3.66%
$155.79 - $172.55 $9.97K - $11K
1.69K $283K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-426
- 4.67%
$82.42 - $87.03 $35.1K - $37.1K
8.7K $757K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-65
- 5.56%
$237.02 - $301.35 $15.4K - $19.6K
1.1K $280K
TTWO
Take Two Interactive Software Inc

Communication Services
-23
- 2.22%
$217.37 - $259.96 $5K - $5.98K
1.01K $261K
VEEV
Veeva Systems Inc

Healthcare
-36
- 1.7%
$269.2 - $297.91 $9.69K - $10.7K
2.08K $619K
KEYS
Keysight Technologies, Inc.

Technology
-148
- 4.43%
$158.51 - $178.15 $23.5K - $26.4K
3.19K $558K
CLX
Clorox CO

Consumer Defensive
-3
- 0.09%
$117.67 - $131.43 $353 - $394
3.51K $433K
HUM
Humana Inc

Healthcare
-65
- 3.42%
$220.41 - $312.0 $14.3K - $20.3K
1.84K $477K
ISCV
Ishares Morningstar Small Cap

ETFs
-79
- 2.15%
$61.33 - $67.87 $4.85K - $5.36K
3.6K $239K
LEN
Lennar Corp

Consumer Cyclical
-231
- 8.2%
$107.73 - $142.4 $24.9K - $32.9K
2.59K $326K
EHC
Encompass Health Corp

Healthcare
-9
- 0.23%
$107.13 - $127.02 $964 - $1.14K
3.96K $502K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-22
- 0.5%
$52.31 - $56.47 $1.15K - $1.24K
4.38K $247K
ALL
Allstate Corp

Financial Services
-97
- 3.17%
$192.0 - $214.65 $18.6K - $20.8K
2.96K $636K
VOD
Vodafone Group Public LTD CO

Communication Services
-141
- 0.6%
$10.67 - $12.06 $1.5K - $1.7K
23.4K $271K
ETR
Entergy Corp

Utilities
-49
- 2.0%
$80.93 - $93.55 $3.97K - $4.58K
2.4K $223K
SJM
J M Smucker CO

Consumer Defensive
-74
- 2.61%
$102.24 - $113.2 $7.57K - $8.38K
2.76K $300K
PAAS
Pan American Silver Corp

Basic Materials
-1.64K
- 19.86%
$27.02 - $38.81 $44.4K - $63.8K
6.63K $256K
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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