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 |
|---|---|
PPLPPL CORPORATION | $647K |
UALUNITED AIRLINES HOLDINGS, INC. | $646K |
FTNTFORTINET, INC. | $644K |
MBBiShares MBS ETF | $641K |
XLBSel Sector:Matrls SPDR | $640K |
MMM3M COMPANY | $637K |
SPGSIMON PROPERTY GROUP, INC. | $636K |
PGXInvesco Preferred | $634K |
AZNASTRAZENECA PLC | $631K |
CLXTHE CLOROX COMPANY | $629K |
ITA*iShares:US Aer&Def ETF | $623K |
SLYGSPDR S&P 600 Sm Cap Gro | $622K |
JCIJOHNSON CONTROLS INTERNATIONAL PLC | $616K |
NADNuveen Quality Muni Inc | $614K |
VAWVanguard Mtrls Idx;ETF | $611K |
AMEAMETEK, INC. | $605K |
BPBP P.L.C. | $602K |
DYHTARGET CORPORATION | $594K |
LRCXLAM RESEARCH CORPORATION | $591K |
DONWisdomTree:US MdCp Div | $590K |
MSIMOTOROLA SOLUTIONS, INC. | $590K |
PHOInvesco Water Res | $586K |
CITHE CIGNA GROUP | $581K |
CIENCIENA CORPORATION | $577K |
XBISPDR S&P Biotech | $574K |
SCHFSchwab Str:Intl Eqty ETF | $572K |
FEXFT ADEX:Large Cap Core | $571K |
PRUPRUDENTIAL FINANCIAL, INC. | $568K |
EFGiShares MSCI EAFE Gro | $562K |
NUENUCOR CORPORATION | $557K |
IYHiShares US Hlthcr | $553K |
MACTHE MACERICH COMPANY | $548K |
NVGNuveen AMT-Free Mu Cr I | $547K |
DOWDow Inc. | $547K |
CMSCMS ENERGY CORPORATION | $545K |
KEYSKEYSIGHT TECHNOLOGIES, INC. | $545K |
WELLWELLTOWER INC. | $543K |
PWRQUANTA SERVICES, INC. | $541K |
HSYTHE HERSHEY COMPANY | $540K |
SHMSPDR Nuv Bbg ST Muni Bd | $539K |
FDSFACTSET RESEARCH SYSTEMS INC. | $538K |
8CWCROWN CASTLE INC. | $534K |
VEEVVEEVA SYSTEMS INC. | $533K |
BABAAlibaba Group Holding Limited | $532K |
DELLDELL TECHNOLOGIES INC. | $529K |
EQTEQT CORPORATION | $527K |
ARANTERO RESOURCES CORPORATION | $525K |
STIPiShares 0-5 TIPS Bd ETF | $520K |
ANETARISTA NETWORKS, INC. | $519K |
IHIiShares:US Med Dev ETF | $516K |
VHTVanguard Hlth Cr Idx;ETF | $514K |
PEGPUBLIC SERVICE ENTERPRISE GROUP INCORPORATED | $509K |
HYDVanEck High Yield Muni | $502K |
MPCMARATHON PETROLEUM CORPORATION | $498K |
PSAPUBLIC STORAGE. | $492K |
MOATVanEck MS Wide Moat | $489K |
GISGENERAL MILLS, INC. | $486K |
FIDUFidelity MSCI Industrial | $480K |
FVDFT Value Line Dividend | $479K |
ARMKARAMARK | $475K |
PWBInvesco Large Cap Growth | $474K |
VDEVanguard Energy Idx;ETF | $474K |
TROWT. ROWE PRICE GROUP, INC. | $469K |
CTVACORTEVA, INC. | $467K |
IJTiShares S&P SC 600 Gro | $467K |
AQLTiShares:Sel Div | $452K |
EWEDWARDS LIFESCIENCES CORPORATION | $449K |
FAIFT VI:DW Focus 5 | $449K |
UBSIUNITED BANKSHARES, INC. | $448K |
IDV*iShares Itl Sel Div | $444K |
USHYiShares Brd USD HY Cp Bd | $443K |
SNASNAP-ON INCORPORATED | $440K |
NVSNNovartis Inc. | $439K |
WHRWHIRLPOOL CORPORATION | $430K |
BUDAnheuser-Busch Inbev SA | $430K |
GBDCGOLUB CAPITAL BDC, INC. | $423K |
AZOAUTOZONE, INC. | $416K |
NXPINXP Semiconductors NV | $413K |
YUMYUM! BRANDS, INC. | $411K |
FFORD MOTOR COMPANY | $409K |
NSCNORFOLK SOUTHERN CORPORATION | $408K |
VOXVanguard Comm Indx;ETF | $406K |
ALSTHE ALLSTATE CORPORATION | $406K |
FLOTiShares:Floating Rt Bond | $403K |
MCXMCCORMICK & COMPANY, INCORPORATED | $402K |
HCAHCA HEALTHCARE, INC. | $400K |
CPCanadian Pacific Kansas City Limited | $399K |
FBTFT NYSE Arca Biotech | $397K |
SPLVInvesco S&P500 LowVl | $395K |
SNPSSYNOPSYS, INC. | $385K |
MUMICRON TECHNOLOGY, INC. | $384K |
CDXSimplify HiYld Cr Hdg | $382K |
LENLENNAR CORPORATION | $381K |
CDNSCADENCE DESIGN SYSTEMS, INC. | $378K |
MLMMARTIN MARIETTA MATERIALS, INC. | $377K |
VMCVULCAN MATERIALS COMPANY | $377K |
NJRNEW JERSEY RESOURCES CORPORATION | $374K |
XELXcel Energy Inc. | $374K |
CFGCITIZENS FINANCIAL GROUP, INC. | $369K |
BAMBROOKFIELD ASSET MANAGEMENT LTD. | $365K |