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Summit Financial, LLC
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Q1 2025 Filing
Summit Financial, LLC
Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$3.6B
Holdings
706
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (706 positions)
#
Stock
Shares
Value
% Portfolio
Type
701
LYG
LLOYDS BANKING GROUP PLC
28,566
$109K
0.00%
702
MPT
MEDICAL PROPERTIES TRUST, INC.
17,594
$106K
0.00%
703
ESPR
ESPERION THERAPEUTICS, INC.
65,194
$93K
0.00%
704
TELFY
Telefonica SA
19,211
$89K
0.00%
705
SAN
Banco Santander SA
12,976
$86K
0.00%
706
CLF
CLEVELAND-CLIFFS INC.
10,503
$86K
0.00%
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