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 |
|---|---|
PCEFINVESCO EXCH TRADED FD TR II | $1.2M |
CCLCARNIVAL CORP | $1.2M |
KMIKINDER MORGAN INC DEL | $1.2M |
STPZPIMCO ETF TR | $1.2M |
CHMICHERRY HILL MTG INVT CORP | $1.2M |
PDYNPALLADYNE AI CORP | $1.2M |
GEHCGE HEALTHCARE TECHNOLOGIES I | $1.2M |
WECWEC ENERGY GROUP INC | $1.2M |
FSMBFIRST TR EXCH TRADED FD III | $1.1M |
FICSFIRST TR EXCHANGE TRADED FD | $1.1M |
MURMURPHY OIL CORP | $1.1M |
FVDFIRST TR EXCHANGE-TRADED FD | $1.1M |
XLYSELECT SECTOR SPDR TR | $1.1M |
EPSWISDOMTREE TR | $1.1M |
ICEINTERCONTINENTAL EXCHANGE IN | $1.1M |
PKWINVESCO EXCHANGE TRADED FD T | $1.1M |
IJKISHARES TR | $1.1M |
DOVDOVER CORP | $1.1M |
CMGCHIPOTLE MEXICAN GRILL INC | $1.1M |
OXYOCCIDENTAL PETE CORP | $1.1M |
XEMDXWESTERN ASSET EMERGING MKTS | $1.1M |
LVHILEGG MASON ETF INVT | $1.1M |
SNPSSYNOPSYS INC | $1.1M |
SHYGISHARES TR | $1.1M |
SMCSUMMIT MIDSTREAM CORPORATION | $1.1M |
MCOMOODYS CORP | $1.1M |
IOTSAMSARA INC | $1.1M |
SMMUPIMCO ETF TR | $1.1M |
FDXFEDEX CORP | $1.1M |
EBAEBAY INC. | $1.1M |
STXGEA SERIES TRUST | $1.1M |
CGBLCAPITAL GROUP CORE BALANCED | $1.1M |
FRTFEDERAL RLTY INVT TR NEW | $1.1M |
SPGPINVESCO EXCHANGE TRADED FD T | $1.1M |
EEMVISHARES INC | $1.1M |
ORIOLD REP INTL CORP | $1.1M |
WELLWELLTOWER INC | $1.1M |
IWSISHARES TR | $1.1M |
OKLOOKLO INC | $1.1M |
BSTZBLACKROCK SCIENCE & TECHNOLO | $1.0M |
FSIGFIRST TR EXCHANGE-TRADED FD | $1.0M |
NSCNORFOLK SOUTHN CORP | $1.0M |
SYFSYNCHRONY FINANCIAL | $1.0M |
ENFRALPS ETF TR | $1.0M |
PAAPLAINS ALL AMERN PIPELINE L | $1.0M |
CEF/USPROTT ASSET MANAGEMENT LP | $1.0M |
FDISFIDELITY COVINGTON TRUST | $1.0M |
BNDXVANGUARD CHARLOTTE FDS | $1.0M |
CGUSCAPITAL GROUP CORE EQUITY ET | $1.0M |
ARTYISHARES TR | $1.0M |
CAVACAVA GROUP INC | $1.0M |
CIENCIENA CORP | $1.0M |
IDXXIDEXX LABS INC | $1.0M |
CGMUCAPITAL GRP FIXED INCM ETF T | $1.0M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $1.0M |
PYPLPAYPAL HLDGS INC | $1.0M |
SPHSUBURBAN PROPANE PARTNERS L | $1.0M |
ADMARCHER DANIELS MIDLAND CO | $1.0M |
DHCDIVERSIFIED HEALTHCARE TR | $995K |
NEMNEWMONT CORP | $993K |
ZBHZIMMER BIOMET HOLDINGS INC | $992K |
NXPINXP SEMICONDUCTORS N V | $989K |
NLYANNALY CAPITAL MANAGEMENT IN | $989K |
VALEVALE S A | $989K |
DVNDEVON ENERGY CORP NEW | $982K |
FSKFS KKR CAP CORP | $972K |
AGGYWISDOMTREE TR | $969K |
ILCGISHARES TR | $956K |
NADNUVEEN QUALITY MUNCP INCOME | $956K |
TFCTRUIST FINL CORP | $955K |
XAODXABRDN TOTAL DYNAMIC DIVIDEND | $951K |
ANETARISTA NETWORKS INC | $950K |
RDNTRADNET INC | $944K |
CMSCMS ENERGY CORP | $942K |
MPCMARATHON PETE CORP | $937K |
CARRCARRIER GLOBAL CORPORATION | $935K |
AQLTISHARES TR | $934K |
TRGPTARGA RES CORP | $918K |
ELVELEVANCE HEALTH INC FORMERLY | $913K |
SESEA LTD | $911K |
KRKROGER CO | $910K |
LYBLYONDELLBASELL INDUSTRIES N | $910K |
AMLPALPS ETF TR | $904K |
FXDFIRST TR EXCHANGE TRADED FD | $903K |
BSTBLACKROCK SCIENCE & TECHNOLO | $896K |
GILGILDAN ACTIVEWEAR INC | $895K |
ECLECOLAB INC | $890K |
USMFWISDOMTREE TR | $890K |
VRIGINVESCO ACTIVELY MANAGED EXC | $890K |
NTRANATERA INC | $890K |
BMEZBLACKROCK HEALTH SCIENCES TE | $886K |
SUBISHARES TR | $882K |
JCIJOHNSON CTLS INTL PLC | $882K |
SLBSCHLUMBERGER LTD | $882K |
NPVNUVEEN VIRGINIA QLTY MUNCPL | $881K |
SYYSYSCO CORP | $874K |
FICOFAIR ISAAC CORP | $869K |
LHXL3HARRIS TECHNOLOGIES INC | $869K |
CGDGCAPITAL GROUP DIVIDEND GROWE | $867K |
XETYXEATON VANCE TAX-MANAGED DIVE | $859K |