Summit Financial, LLC Q4 2024 Filing
Filed February 12, 2025
Portfolio Value
$2.9B
Holdings
636
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (636 positions)
| Stock | Value |
|---|---|
EEMiShares MSCI Em Mkts | $361K |
TTDTHE TRADE DESK, INC. | $360K |
7HPHP INC. | $359K |
HUMHUMANA INC. | $358K |
AIGAMERICAN INTERNATIONAL GROUP, INC. | $358K |
GLGLOBE LIFE INC. | $351K |
CITCINTAS CORPORATION | $351K |
EWZiShares:MSCI Brazil | $350K |
CMICUMMINS INC. | $348K |
SRESEMPRA | $347K |
BBYBest Buy Co., Inc. | $346K |
EPAMEPAM SYSTEMS, INC. | $346K |
JBLUJETBLUE AIRWAYS CORPORATION | $343K |
EFXEQUIFAX INC. | $342K |
VFCV.F. CORPORATION | $342K |
TRVThe Travelers Companies, Inc. | $342K |
WCNWASTE CONNECTIONS, INC. | $340K |
WSOWATSCO, INC. | $336K |
IAIiShares US BD & SE ETF | $334K |
MRVLMARVELL TECHNOLOGY, INC | $334K |
DOXAmdocs Limited | $333K |
OUSAALPS O'Shs US Qlty Dv | $328K |
BIPBROOKFIELD INFRASTRUCTUR PARTNER UNT | $324K |
SHYiShares:1-3 Trs Bd ETF | $323K |
SNSRGlbl X Itrnt of Things | $322K |
FSTAFidelity MSCI Cons Stpls | $321K |
RPMRPM INTERNATIONAL INC. | $318K |
FENYFidelity MSCI Energy | $318K |
NVTNVENT ELECTRIC PUBLIC LIMITED COMPANY | $316K |
BURLBURLINGTON STORES, INC. | $316K |
PKBInvesco Building & Cons | $315K |
CPRTCOPART, INC. | $314K |
FEXFT ADEX Large Cap Core | $311K |
MCHPMICROCHIP TECHNOLOGY INCORPORATED | $308K |
EATBRINKER INTERNATIONAL, INC. | $308K |
SJMTHE J. M. SMUCKER COMPANY | $307K |
TTENTotalEnergies SE | $306K |
AOSA. O. SMITH CORPORATION | $306K |
RHIROBERT HALF INC. | $306K |
ISTBiShares Core 1-5Y USD Bd | $304K |
DDDuPont de Nemours, Inc. | $299K |
AWMSKYWORKS SOLUTIONS, INC. | $299K |
PIIPolaris Inc. | $296K |
TLNTALEN ENERGY CORP | $296K |
AVYAVERY DENNISON CORPORATION | $295K |
THQabrdn Healthcare Opps | $295K |
ITGARTNER, INC. | $292K |
IPINTERNATIONAL PAPER COMPANY | $292K |
SCISERVICE CORPORATION INTERNATIONAL | $292K |
AKXANSYS, INC. | $292K |
EFViShares MSCI EAFE Val | $291K |
ITMVanEck:Intermediate Muni | $286K |
GPCGENUINE PARTS COMPANY | $286K |
KLACKLA Corporation | $286K |
CGWInvesco S&P Gl Wtr | $286K |
ROFKFORCE INC. | $284K |
SAPSap Se | $284K |
ROPROPER TECHNOLOGIES, INC. | $283K |
IDUiShares US Utl | $279K |
GWWW.W. GRAINGER, INC. | $275K |
CRCCANADIAN NATURAL RESOURCES LIMITED | $267K |
DECKDECKERS OUTDOOR CORPORATION | $267K |
FISFIDELITY NATIONAL INFORMATION SERVICES, INC. | $266K |
EVREVERCORE INC. | $266K |
GBTCGRAYSCALE BITCOIN TRUST (BTC) | $266K |
EWJiShares MSCI Japan | $265K |
FTVFORTIVE CORPORATION | $265K |
ULUNILEVER PLC | $264K |
KEYKEYCORP | $262K |
KDPKEURIG DR PEPPER INC. | $262K |
BCBRUNSWICK CORPORATION | $261K |
TKRTHE TIMKEN COMPANY | $258K |
IBKRINTERACTIVE BROKERS GROUP, INC. | $256K |
HBANHUNTINGTON BANCSHARES INCORPORATED | $255K |
STZCONSTELLATION BRANDS, INC. | $254K |
VIGIVanguard Itl D A;ETF | $253K |
PAYCPAYCOM SOFTWARE, INC. | $252K |
FASTFastenal Company | $251K |
IYWiShares US Tech | $251K |
CWCURTISS-WRIGHT CORPORATION | $250K |
PEOEXELON CORPORATION | $249K |
MNSTMONSTER BEVERAGE CORPORATION | $249K |
MZTILANCASTER COLONY CORPORATION | $246K |
VTVanguard T WldStk;ETF | $245K |
ABGCencora, Inc. | $243K |
PPLTabrdn Physical Platinum | $243K |
GSKGSK PLC | $243K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORPORATION | $242K |
CAHCARDINAL HEALTH, INC. | $241K |
FUTYFidelity MSCI Utilities | $238K |
AONAON PUBLIC LIMITED COMPANY | $235K |
PCEFInvesco CEF Income | $233K |
HXLHEXCEL CORPORATION | $232K |
VALEVale SA | $230K |
HLTHILTON WORLDWIDE HOLDINGS INC. | $229K |
HIWHIGHWOODS PROPERTIES, INC. | $229K |
EMNEASTMAN CHEMICAL COMPANY | $227K |
RSRELIANCE, INC. | $226K |
AG8AGILENT TECHNOLOGIES, INC. | $225K |
NINISOURCE INC. | $225K |