Summit Financial, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$6.6B
Holdings
1,238
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,238 positions)
| Stock | Value |
|---|---|
TERTERADYNE INC | $248K |
HIWHIGHWOODS PPTYS INC | $247K |
FSTAFIDELITY COVINGTON TRUST | $247K |
FUTYFIDELITY COVINGTON TRUST | $247K |
RSPTINVESCO EXCHANGE TRADED FD T | $247K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $246K |
NGGNATIONAL GRID PLC | $244K |
GBILGOLDMAN SACHS ETF TR | $244K |
ETHWBITWISE ETHEREUM ETF | $243K |
MTGPWISDOMTREE TR | $242K |
BBCAJ P MORGAN EXCHANGE TRADED F | $239K |
AGQPROSHARES TR II | $239K |
ISCVISHARES TR | $239K |
RSPGINVESCO EXCHANGE TRADED FD T | $238K |
ALAIR LEASE CORP | $238K |
LPLALPL FINL HLDGS INC | $238K |
KELKELLANOVA | $238K |
GLPIGAMING & LEISURE PPTYS INC | $237K |
DHID R HORTON INC | $237K |
AGOXSTARBOARD INVT TR | $236K |
EAELECTRONIC ARTS INC | $236K |
SUSAISHARES TR | $236K |
TOLTOLL BROTHERS INC | $236K |
IMCVISHARES TR | $234K |
CUREDIREXION SHS ETF TR | $234K |
WRBBERKLEY W R CORP | $232K |
UYGPROSHARES TR | $232K |
TQQQPROSHARES TR | $232K |
DRTSALPHA TAU MEDICAL LTD | $232K |
ROSTROSS STORES INC | $231K |
ETBEATON VANCE TAX MNGED BUY WR | $230K |
HXLHEXCEL CORP NEW | $228K |
DFATDIMENSIONAL ETF TRUST | $227K |
JETSETF SER SOLUTIONS | $227K |
MMINNEW YORK LIFE INVTS ACTIVE E | $226K |
GNRCGENERAC HLDGS INC | $225K |
SHYDVANECK ETF TRUST | $224K |
IMTMISHARES TR | $224K |
RSRELIANCE INC | $223K |
ETRENTERGY CORP NEW | $223K |
SGDJSPROTT ETF TRUST | $222K |
GGGGRACO INC | $221K |
MAAMID-AMER APT CMNTYS INC | $221K |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $220K |
SFBSSERVISFIRST BANCSHARES INC | $219K |
SECTNORTHERN LTS FD TR IV | $219K |
BABINVESCO EXCH TRADED FD TR II | $218K |
KTBKONTOOR BRANDS INC | $218K |
SPBOSPDR SERIES TRUST | $217K |
JPCNUVEEN PFD & INCOME OPPORTUN | $217K |
QDTEROUNDHILL ETF TRUST | $216K |
SONYSONY GROUP CORP | $214K |
MSAMSA SAFETY INC | $214K |
LLOEWS CORP | $213K |
RIORIO TINTO PLC | $213K |
GNTGAMCO NAT RES GOLD & INCOME | $213K |
UUPINVESCO DB US DLR INDEX TR | $212K |
BKGIBNY MELLON ETF TRUST | $211K |
MSTXTIDAL TRUST II | $209K |
SPHDINVESCO EXCH TRADED FD TR II | $209K |
HSCZISHARES TR | $208K |
ETJEATON VANCE RISK-MANAGED DIV | $208K |
CPRTCOPART INC | $207K |
OTISOTIS WORLDWIDE CORP | $207K |
TKRTIMKEN CO | $206K |
PAPRINNOVATOR ETFS TRUST | $206K |
FNDXSCHWAB STRATEGIC TR | $206K |
PTENPATTERSON-UTI ENERGY INC | $204K |
SYU1SYNOVUS FINL CORP | $204K |
PCARPACCAR INC | $204K |
HALHALLIBURTON CO | $204K |
JGLOJ P MORGAN EXCHANGE TRADED F | $203K |
VFCV F CORP | $201K |
VLYVALLEY NATL BANCORP | $199K |
WENWENDYS CO | $190K |
CLFCLEVELAND-CLIFFS INC NEW | $189K |
CLMCORNERSTONE STRATEGIC INVEST | $180K |
DNPDNP SELECT INCOME FD INC | $171K |
MSIFMSC INCOME FUND INC | $165K |
RABROOKFIELD REAL ASSETS INCOM | $159K |
IVVISHARES TR | $157K |
RITMRITHM CAPITAL CORP | $156K |
LYGLLOYDS BANKING GROUP PLC | $156K |
SANBANCO SANTANDER S.A. | $154K |
CIFRCIPHER MINING INC | $154K |
RMTROYCE MICRO-CAP TR INC | $150K |
RIGTRANSOCEAN LTD | $141K |
CRDLCARDIOL THERAPEUTICS INC | $138K |
PMLPIMCO MUN INCOME FD II | $121K |
JFRNUVEEN FLOATING RATE INCOME | $116K |
JBLUJETBLUE AWYS CORP | $114K |
MSFTMICROSOFT CORP | $113K |
HYTBLACKROCK CORPOR HI YLD FD I | $97K |
TELFYTELEFONICA S A | $97K |
SPYSPDR S&P 500 ETF TR | $97K |
VOOVANGUARD INDEX FDS | $93K |
TAOXTAO SYNERGIES INC | $87K |
PFNPIMCO INCOME STRATEGY FD II | $87K |
BITFBITFARMS LTD | $86K |
MPTMEDICAL PPTYS TRUST INC | $83K |