Summit Financial, LLC Q2 2023 Filing
Filed August 11, 2023
Portfolio Value
$1.4B
Holdings
319
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (319 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | SJMTHE J. M. SMUCKER COMPANY | 1,524 | $225.0B | 16403.94% | |
| 302 | FTNTFORTINET INC COM | 2,971 | $224.6B | 16369.61% | |
| 303 | VDEVANGUARD WORLD FDS ENERGY ETF | 1,959 | $223.1B | 16263.78% | |
| 304 | IAIISHARES:US BD & SE ETF | 2,443 | $221.7B | 16159.98% | |
| 305 | BROBROWN & BROWN, INC. | 3,204 | $220.6B | 16077.10% | |
| 306 | ECLECOLAB INC. | 1,173 | $219.6B | 16007.57% | |
| 307 | FBTFT:NYSE ARCA BIOTECH | 1,418 | $217.2B | 15828.40% | |
| 308 | RPMRPM INTERNATIONAL INC. | 2,415 | $216.7B | 15795.24% | |
| 309 | MCHPMICROCHIP TECHNOLOGY INCORPORATED | 2,370 | $212.3B | 15476.70% | |
| 310 | APHAMPHENOL CORP NEW CL A | 2,455 | $209.1B | 15239.08% | |
| 311 | IEIISHARES:3-7 TRS BD ETF | 1,765 | $203.4B | 14828.42% | |
| 312 | NVONOVO-NORDISK A S | 1,249 | $202.1B | 14733.44% | |
| 313 | MNSTMONSTER BEVERAGE CORP NEW COM | 3,498 | $200.9B | 14645.53% | |
| 314 | LYFTLYFT INC CL A | 17,680 | $169.6B | 12358.67% | |
| 315 | XBXMXNUVEEN S&P 500 BUY-WRITE INCCOM | 12,203 | $166.0B | 12102.75% | |
| 316 | WBDWARNER BROS DISCOVERY INC COM SER A | 11,589 | $145.3B | 10592.89% | |
| 317 | SUNWQSUNWORKS INC | 14,000 | $15.8B | 1153.13% | |
| 318 | ABTUGBXAQUABOUNTY TECHNOLOGIES INC | 40,353 | $14.3B | 1044.16% | |
| 319 | CGCCANOPY GROWTH CORPORATION | 15,500 | $6.0B | 438.22% |
PreviousPage 4 of 4