Summit Financial, LLC Q3 2021 Filing
Filed November 8, 2021
Portfolio Value
$1.2B
Holdings
221
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (221 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | MINTPIMCOETFTRENHAN SHRT MA AC | 2,536 | $258.5B | 22174.24% | |
| 202 | WFCWELLS FARGO & COMPANY | 5,555 | $257.8B | 22115.39% | |
| 203 | MDLZMONDELEZ INTERNATIONAL, INC. | 4,372 | $255.9B | 21950.61% | |
| 204 | COPCONOCOPHILLIPS | 3,748 | $254.0B | 21788.91% | |
| 205 | JLLJONES LANG LASALLE INCORPORATED | 1,017 | $252.3B | 21643.59% | |
| 206 | —HIGH YIELD ETF | 7,569 | $242.4B | 20789.97% | |
| 207 | EOGEOG RESOURCES, INC. | 2,934 | $235.5B | 20202.79% | |
| 208 | QCOMQUALCOMM INCORPORATED | 1,810 | $233.5B | 20026.25% | |
| 209 | NKENIKE, INC. | 1,580 | $229.9B | 19721.81% | |
| 210 | INTUINTUIT INC. | 419 | $226.1B | 19391.55% | |
| 211 | BMYBRISTOL-MYERS SQUIBB COMPANY | 3,624 | $216.2B | 18546.85% | |
| 212 | SBUXSTARBUCKS CORPORATION | 1,951 | $215.2B | 18461.66% | |
| 213 | EMBISHARESTRJPMORGAN USD EMG | 1,930 | $212.4B | 18221.99% | |
| 214 | ROKUROKU INCCOM CL A | 675 | $211.5B | 18143.93% | |
| 215 | TRGPTARGA RESOURCES CORP. | 4,164 | $204.9B | 17577.68% | |
| 216 | FTECFIDELITY MSCI INFO TECH | 1,697 | $201.3B | 17266.11% | |
| 217 | KKRKKR & CO. INC. | 3,298 | $200.8B | 17223.57% | |
| 218 | NADNUVEENQUALITYMUNCPINCOMECOM | 11,787 | $184.8B | 15853.88% | |
| 219 | XBXMXNUVEEN S&P 500 BUY-WRITE INCCOM | 12,203 | $176.3B | 15121.04% | |
| 220 | CDZICADIZINCCOMNEW | 12,729 | $89.6B | 7687.13% | |
| 221 | BRWTEMPLETON GLOBAL INCOME | 10,420 | $56.1B | 4808.96% |
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