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Summit Financial

Latest statistics and disclosures from Summit Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VEU, CMG, VUG, VTV, and represent 47.25% of Summit Financial's stock portfolio.
Added to shares of these 10 stocks: CMG (+$19M), WMT, IJH, SHV, TLT, FEN, WPM, XLE, VEU, VCIT.
Started 57 new stock positions in VNQ, IYH, BP, MMM, JBL, EW, SHYG, DG, MU, RDNT.
Reduced shares in these 10 stocks: BA (-$5.6M), SCHV, SCHG, NVDA, COST, AVGO, UBER, WDAY, VUG, ON.
Sold out of its positions in BABA, AXP, AZN, ADSK, AZO, CI, CELH, CROX, EXPD, GNW.
Summit Financial was a net buyer of stock by $29M.
Summit Financial has $1.7B in assets under management (AUM), dropping by 10.30%.
Central Index Key (CIK): 0001765536

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Portfolio Holdings for Summit Financial

Summit Financial holds 381 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt Etf (VTI)	24.4	$412M		1.6M	259.90	View chart
Vanguard Intl Equity Index F Allwrld Ex Us Etf (VEU)	11.6	$196M		3.3M	58.65	View chart
Chipotle Mexican Grill Common Stock (CMG)	5.0	$85M	+28%	29k	2906.72	View chart
Vanguard Index Fds Growth Etf Etf (VUG)	3.6	$61M	-3%	178k	344.20	View chart
Vanguard Index Fds Value Etf Common Stock (VTV)	2.5	$43M		264k	162.86	View chart
Spdr S&p 500 Etf Trtr Unit Etf (SPY)	2.2	$37M	+2%	71k	524.60	View chart
Vanguard Index Fds Sm Cp Val Etf Etf (VBR)	2.2	$37M		192k	191.88	View chart
Vanguard Index Fds Mcapvlidxvip Etf (VOE)	1.9	$31M		201k	155.91	View chart
Amazon Common Stock (AMZN)	1.8	$30M		165k	180.38	View chart
Microsoft Corpcom Common Stock (MSFT)	1.6	$27M		64k	420.72	View chart
Apple Common Stock (AAPL)	1.6	$27M	-7%	156k	171.48	View chart
Nvidia Corporation Common Stock (NVDA)	1.3	$22M	-12%	24k	903.56	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.3	$22M		42k	525.73	View chart
Vanguard Index Fdss&p 500 Etf Etf (VOO)	1.1	$19M	+6%	40k	480.69	View chart
Meta Platforms Common Stock (META)	0.8	$13M	-7%	26k	485.58	View chart
Vanguard Tax-managed Intlfd Ftse Dev Mkt Etf Etf (VEA)	0.7	$12M	-5%	245k	50.17	View chart
Vanguard Index Fds Small Cp Etf Etf (VB)	0.7	$12M	+2%	53k	228.59	View chart
Invesco Qqq Trust 1 Etf (QQQ)	0.7	$12M	+16%	27k	444.58	View chart
Costco Whsl Corp Common Stock (COST)	0.7	$12M	-21%	16k	732.62	View chart
Vanguard Index Fds Mid Cap Etf Etf (VO)	0.6	$11M	+6%	42k	249.86	View chart
Wheaton Precious Metals Corp Common Stock (WPM)	0.6	$10M	+31%	221k	47.13	View chart
Ishares Tr 20 Yr Tr Bd Etf Etf (TLT)	0.6	$9.7M	+49%	102k	94.62	View chart
Diamondback Energy Common Stock (FANG)	0.6	$9.6M		49k	198.17	View chart
Broadcom Common Stock (AVGO)	0.5	$8.8M	-23%	6.6k	1325.45	View chart
Unitedhealth Group Nc Common Stock (UNH)	0.5	$8.8M	-13%	18k	494.69	View chart
Schwab Strategic T Rschwb Fdt Intlg Etf (FNDF)	0.5	$8.7M		244k	35.61	View chart
Ishares Tr Core Total Usd Etf (IUSB)	0.5	$8.4M	+22%	184k	45.59	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.5	$7.8M	-12%	39k	200.30	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	0.5	$7.7M	+13%	18k	420.52	View chart
Selectsector Spdr Trsbi Int-inds Etf (XLI)	0.4	$7.3M		58k	125.96	View chart
Regeneron Pharmaceuticals Common Stock (REGN)	0.4	$7.0M	-8%	7.3k	962.54	View chart
Isharestrcore S&p Ttl Stk Etf (ITOT)	0.4	$7.0M		61k	115.30	View chart
Walmart Common Stock (WMT)	0.4	$6.9M	+212%	115k	60.38	View chart
Spdrsertrprtflo S&p500 Gw Etf (SPYG)	0.4	$6.9M	+18%	95k	73.15	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Etf (VWO)	0.4	$6.8M	-10%	163k	41.77	View chart
Vanguard Whitehall Fds High Div Yld Etf (VYM)	0.4	$6.8M	+15%	56k	120.99	View chart
Visa Inccom Cl A Common Stock (V)	0.4	$6.1M	+6%	22k	279.08	View chart
Invesco S&p500 Ewght Etf (RSP)	0.4	$6.1M	+4%	36k	169.37	View chart
United Rentals Common Stock (URI)	0.4	$6.0M	+4%	8.4k	721.09	View chart
Ishares Rus 1000 Grw Etf Etf (IWF)	0.4	$6.0M	+8%	18k	337.05	View chart
Spdr Ptf S&p 500 Value Etf (SPYV)	0.3	$5.9M	+5%	117k	50.10	View chart
Ishares Rus 1000 Val Etf Etf (IWD)	0.3	$5.8M	+7%	32k	179.11	View chart
Exxon Mobil Corp Common Stock (XOM)	0.3	$5.4M	+17%	46k	116.24	View chart
Sel Sector:energy Spdr Etf (XLE)	0.3	$5.2M	+79%	56k	94.41	View chart
Biomarin Pharmaceutical Common Stock (BMRN)	0.3	$5.0M		58k	87.34	View chart
Ishares Tr Core Msci Total Etf (IXUS)	0.3	$5.0M		73k	67.86	View chart
Isharestrcore S&p Mcp Etf Etf (IJH)	0.3	$4.7M	+442%	77k	60.74	View chart
Spdr Gold Trgold Etf (GLD)	0.3	$4.6M	+11%	22k	205.72	View chart
Ishares Tr 0-5yr Invt Gr Cp Etf (SLQD)	0.3	$4.5M	-14%	92k	49.22	View chart
Homedepotinccom Common Stock (HD)	0.3	$4.3M		11k	383.59	View chart
Isharestrcoremsci Eafe Etf (IEFA)	0.2	$4.2M	-26%	56k	74.22	View chart
Alphabetinccapstkclc Common Stock (GOOG)	0.2	$4.1M	-3%	27k	152.26	View chart
Abbvie Common Stock (ABBV)	0.2	$4.1M	+42%	23k	182.10	View chart
Advanced Micro Devices Common Stock (AMD)	0.2	$4.1M	-2%	23k	180.49	View chart
Caterpillarinccom Common Stock (CAT)	0.2	$4.1M		11k	366.42	View chart
Vanguard Scottsdale Fds Int-term Corp Etf (VCIT)	0.2	$4.0M	+87%	50k	80.51	View chart
Spdr Index Shs Fd Sglb Nat Resrce Etf (GNR)	0.2	$3.9M		68k	57.93	View chart
Seabridge Gold Common Stock (SA)	0.2	$3.8M		251k	15.12	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$3.7M	+13%	23k	158.19	View chart
Ishares Tr Core Us Aggbd Et Etf (AGG)	0.2	$3.6M	+10%	37k	97.94	View chart
Honeywellintlinccom Common Stock (HON)	0.2	$3.6M	+3%	17k	205.25	View chart
Isharestrnational Mun Etf Etf (MUB)	0.2	$3.5M	+21%	33k	107.60	View chart
Ishares:sh Trs Bd Etf Etf (SHV)	0.2	$3.5M	NEW	31k	110.54	View chart
Procter And Gamble Common Stock (PG)	0.2	$3.5M	-4%	21k	162.25	View chart
Tesla Inccom Common Stock (TSLA)	0.2	$3.4M	-14%	19k	175.79	View chart
Merck & Co Inccom Common Stock (MRK)	0.2	$3.4M	+13%	25k	132.70	View chart
Phillips66com Common Stock (PSX)	0.2	$3.4M	+34%	21k	163.34	View chart
Ishares 7-10 Yr Trsy Bd Etf (IEF)	0.2	$3.3M	+3%	35k	94.66	View chart
Nextera Energy Inccom Common Stock (NEE)	0.2	$3.2M	+2%	50k	63.91	View chart
First Tr Energy Inc & Gr Etf (FEN)	0.2	$3.1M	NEW	192k	16.34	View chart
Abbott Labs Common Stock (ABT)	0.2	$3.1M	+2%	27k	113.66	View chart
Spdr S&p Midcap 400 Etf Etf (MDY)	0.2	$3.0M	+21%	5.5k	557.37	View chart
Accenture Plc Ireland Shs Class A Common Stock (ACN)	0.2	$3.0M	-7%	8.6k	346.60	View chart
Ishares Tr Core S&p Us Vlu Etf (IUSV)	0.2	$2.9M		32k	90.44	View chart
Super Micro Computer Common Stock (SMCI)	0.2	$2.9M	-8%	2.8k	1009.85	View chart
Mercadolibre Common Stock (MELI)	0.2	$2.8M	-2%	1.9k	1512.03	View chart
Automatic Data Processing Common Stock (ADP)	0.2	$2.8M		11k	251.10	View chart
Coca Cola Common Stock (KO)	0.2	$2.8M	+4%	45k	61.66	View chart
Crowdstrike Hldgs Inc Cl A Common Stock (CRWD)	0.2	$2.8M		8.6k	320.59	View chart
Intelcorpcom Common Stock (INTC)	0.2	$2.8M	+14%	62k	44.17	View chart
Energy Transfer Unt Common Stock (ET)	0.2	$2.7M	+16%	174k	15.73	View chart
Draftkings Common Stock (DKNG)	0.2	$2.7M	+22%	60k	45.41	View chart
Mcdonalds Corpcom Common Stock (MCD)	0.2	$2.7M	+2%	9.6k	281.95	View chart
Vanguardbd Index Fdstotal Bnd Mrkt Etf (BND)	0.2	$2.7M	-33%	37k	72.63	View chart
Ishares Inc Msci Gbl Min Vol Etf (ACWV)	0.2	$2.7M		25k	105.27	View chart
Union Pac Corpcom Common Stock (UNP)	0.2	$2.6M	-3%	11k	245.93	View chart
Morgan Stanley Common Stock (MS)	0.2	$2.6M		28k	94.16	View chart
Ishares Russell 2000etf Etf (IWM)	0.2	$2.6M	-17%	12k	210.29	View chart
Salesforce Common Stock (CRM)	0.2	$2.6M	-8%	8.6k	301.58	View chart
Ishares:s&p 100 Etf (OEF)	0.2	$2.6M		10k	247.41	View chart
Spdr Portfolio Intrmd Common Stock (SPIB)	0.2	$2.6M	+5%	79k	32.69	View chart
Marriott International Common Stock (MAR)	0.1	$2.5M		9.9k	252.30	View chart
Blackrock Common Stock (BLK)	0.1	$2.4M	+3%	2.9k	833.73	View chart
Texas Instrs Inccom Common Stock (TXN)	0.1	$2.4M	-9%	14k	174.20	View chart
Chubblimitedcom Common Stock (CB)	0.1	$2.3M	-3%	8.9k	260.00	View chart
Isharestrcore S&p Scp Etf Etf (IJR)	0.1	$2.3M	+7%	21k	110.52	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd Etf (VCSH)	0.1	$2.3M	-26%	29k	77.31	View chart
Cboe Global Markets Common Stock (CBOE)	0.1	$2.2M	+26%	12k	183.73	View chart
Invesco Exchangetraded Fd T Ftse Rafi 1000 Etf (PRF)	0.1	$2.2M	-2%	57k	38.47	View chart
Stryker Corporation Common Stock (SYK)	0.1	$2.2M		6.1k	358.66	View chart
Oracle Corporation Common Stock (ORCL)	0.1	$2.1M	-8%	17k	125.61	View chart
Ishares:s&p Sc 600 Val Etf (IJS)	0.1	$2.1M		21k	102.76	View chart
Mastercard Incorporatedcl A Common Stock (MA)	0.1	$2.1M	-7%	4.3k	481.52	View chart
Sherwin Williams Cocom Common Stock (SHW)	0.1	$2.0M	+11%	5.8k	347.32	View chart
Vanguard Tot I S;etf Etf (VXUS)	0.1	$2.0M	+24%	34k	60.30	View chart
Linde Common Stock (LIN)	0.1	$2.0M	-4%	4.2k	464.27	View chart
Eli Lilly And Company Common Stock (LLY)	0.1	$1.9M	-12%	2.4k	777.94	View chart
Cisco Sys Common Stock (CSCO)	0.1	$1.9M	-13%	38k	49.91	View chart
Trane Technologies Common Stock (TT)	0.1	$1.8M	+106%	6.0k	300.21	View chart
Ishares Rus 2000 Grw Etf Etf (IWO)	0.1	$1.8M	+15%	6.6k	270.81	View chart
Pepsico Common Stock (PEP)	0.1	$1.8M	+4%	10k	176.21	View chart
Zoetis Inc Cl A Common Stock (ZTS)	0.1	$1.8M	+24%	10k	169.21	View chart
Spdr Dow Jones Indus Avg Etf (DIA)	0.1	$1.8M	+27%	4.4k	398.69	View chart
Freeport-mcmoran Inc Cl B Common Stock (FCX)	0.1	$1.7M	-2%	37k	47.02	View chart
Sel Sector:c Stp Spdr Etf (XLP)	0.1	$1.7M	+117%	22k	76.36	View chart
Trex Company Common Stock (TREX)	0.1	$1.7M		17k	99.75	View chart
Schwab Charles Corp Common Stock (SCHW)	0.1	$1.7M		23k	72.34	View chart
Ishares:msci India Etf (INDA)	0.1	$1.7M	NEW	32k	51.59	View chart
Schwab Strategic Tr Us Lcap Gr Etf Etf (SCHG)	0.1	$1.6M	-66%	18k	92.72	View chart
Sel Sector Spdr Technology Etf (XLK)	0.1	$1.6M	+214%	7.8k	208.28	View chart
Ft Etf First Tr Enh Etf (FTSM)	0.1	$1.6M	+251%	27k	59.87	View chart
Cameo Corp Common Stock (CCJ)	0.1	$1.6M	+4%	37k	43.32	View chart
Boeing Common Stock (BA)	0.1	$1.6M	-77%	8.2k	192.99	View chart
Oreilly Automotive Inccom Common Stock (ORLY)	0.1	$1.6M	-10%	1.4k	1128.88	View chart
Ishares Tr Tips Bd Etf Etf (TIP)	0.1	$1.6M	-7%	15k	107.41	View chart
United Parcel Service Inccl B Common Stock (UPS)	0.1	$1.6M		11k	148.63	View chart
Church & Dwight Common Stock (CHD)	0.1	$1.6M	+51%	15k	104.31	View chart
Crh Plc Ord Common Stock (CRH)	0.1	$1.5M		18k	86.61	View chart
Tjx Cos Inc Newcom Common Stock (TJX)	0.1	$1.5M		15k	101.42	View chart
Analog Devices Common Stock (ADI)	0.1	$1.5M	+5%	7.7k	197.78	View chart
Taiwan Semiconductor Manufacturing Common Stock (TSM)	0.1	$1.5M	-11%	11k	136.59	View chart
Devon Energy Corporation Common Stock (DVN)	0.1	$1.5M	+5%	30k	50.18	View chart
Ishares Rus 2000valetf Etf (IWN)	0.1	$1.5M	-4%	9.4k	158.81	View chart
Ameriprise Finl Common Stock (AMP)	0.1	$1.5M	-3%	3.4k	438.41	View chart
Marsh & Mclennan Cos Common Stock (MMC)	0.1	$1.5M	-2%	7.2k	205.97	View chart
Parker-hannifin Corp Common Stock (PH)	0.1	$1.5M	-4%	2.7k	555.84	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$1.5M	+13%	5.2k	284.13	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$1.5M	+2%	16k	91.39	View chart
Vanguard Mun Bd Fds Tax Exempt Bd Etf (VTEB)	0.1	$1.4M	-50%	29k	50.60	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$1.4M	-3%	3.6k	399.03	View chart
Lowes Cos Inccom Common Stock (LOW)	0.1	$1.4M	-17%	5.7k	254.73	View chart
Ishares Tr Pfd And Incm Sec Etf (PFF)	0.1	$1.4M	+24%	45k	32.23	View chart
Disneywaltcocom Common Stock (DIS)	0.1	$1.4M	-8%	12k	122.37	View chart
Conocophillips Common Stock (COP)	0.1	$1.4M	+2%	11k	127.28	View chart
Spdr Bbg 1-3 Mo T-bill Etf (BIL)	0.1	$1.4M	+3%	15k	91.80	View chart
Thermo Fisher Scientificinccom Common Stock (TMO)	0.1	$1.4M	-14%	2.4k	581.68	View chart
Republicsvcsinccom Common Stock (RSG)	0.1	$1.4M	-3%	7.3k	191.45	View chart
Ishares Inc Msci Jpn Etf Etf (EWJ)	0.1	$1.4M		19k	71.35	View chart
S&p Global Common Stock (SPGI)	0.1	$1.3M	-3%	3.2k	425.50	View chart
Deere & Co Common Stock (DE)	0.1	$1.3M	-8%	3.2k	412.26	View chart
Spdr Nuveen Blmbrg Sh Tm Mun Etf (SHM)	0.1	$1.3M	-42%	28k	47.44	View chart
Appliedmatlsinccom Common Stock (AMAT)	0.1	$1.3M	-8%	6.4k	206.22	View chart
Workday Common Stock (WDAY)	0.1	$1.3M	-63%	4.8k	272.73	View chart
Ishares:floating Rt Bond Etf (FLOT)	0.1	$1.3M	+16%	25k	51.06	View chart
The Southern Company Common Stock (SO)	0.1	$1.3M	NEW	18k	71.74	View chart
Ishares S&p 500 Val Etf Etf (IVE)	0.1	$1.3M	-7%	6.9k	186.80	View chart
Ft Capital Strength Etf (FTCS)	0.1	$1.3M		15k	85.65	View chart
Schwab Strategic Tr Us Lcap Va Etf Etf (SCHV)	0.1	$1.3M	-73%	17k	75.98	View chart
Isharestriboxx Hi Yd Etf Etf (HYG)	0.1	$1.3M	+25%	16k	77.73	View chart
American Tower Corp Common Stock (AMT)	0.1	$1.2M	+4%	6.3k	197.59	View chart
Danahercorporationcom Common Stock (DHR)	0.1	$1.2M		5.0k	250.01	View chart
Northrop Grumman Corp Common Stock (NOC)	0.1	$1.2M	+74%	2.6k	478.74	View chart
Eog Resources Common Stock (EOG)	0.1	$1.2M	+6%	9.7k	127.84	View chart
Ishares Tr Msci Eafe Etf Etf (EFA)	0.1	$1.2M	+322%	16k	79.86	View chart
Shake Shack Inc Cl A Common Stock (SHAK)	0.1	$1.2M		12k	104.03	View chart
Vanguard Bd Index Fds Intermed Term Etf (BIV)	0.1	$1.2M	-11%	16k	75.40	View chart
Prologis Common Stock (PLD)	0.1	$1.2M	+4%	9.3k	130.22	View chart
Rockwell Automation Common Stock (ROK)	0.1	$1.2M	-3%	4.1k	291.31	View chart
Ishares:us Home Cons Etf Etf (ITB)	0.1	$1.2M	+9%	10k	115.77	View chart
Vanguard Specialized Funds Div App Etf Etf (VIG)	0.1	$1.2M	+296%	6.4k	182.60	View chart
Uber Technologies Common Stock (UBER)	0.1	$1.2M	-66%	15k	76.99	View chart
Lockheed Martin Corpcom Common Stock (LMT)	0.1	$1.1M	+37%	2.5k	454.90	View chart
Spdr S&p Divid Etf Etf (SDY)	0.1	$1.1M	+3%	8.5k	131.24	View chart
Chevron Corp Common Stock (CVX)	0.1	$1.1M		7.0k	157.73	View chart
Schwab Strategic Tr Us Mid-cap Etf Etf (SCHM)	0.1	$1.1M		13k	81.43	View chart
Nucor Corp Common Stock (NUE)	0.1	$1.1M	+15%	5.4k	198.42	View chart
Vanguard Index Fds Sml Cp Grw Etf Etf (VBK)	0.1	$1.1M	-37%	4.1k	260.74	View chart
Boston Scientific Corporation Common Stock (BSX)	0.1	$1.1M		16k	68.49	View chart
Ishares Inc Core Msci Emkt Etf (IEMG)	0.1	$1.1M	-55%	21k	51.60	View chart
Diageo Common Stock (DEO)	0.1	$1.0M	-2%	7.0k	150.30	View chart
Verisk Analytics Common Stock (VRSK)	0.1	$1.0M	-2%	4.4k	235.73	View chart
At&tinccom Common Stock (T)	0.1	$1.0M	+8%	59k	17.60	View chart
Firsttrexchtradedfdiiipfdsecsincetf Common Stock (FPE)	0.1	$1.0M	-30%	60k	17.32	View chart
Verizon Communications Common Stock (VZ)	0.1	$1.0M	+2%	24k	41.96	View chart
First Tr Nsdq 100tech Ind Etf (QTEC)	0.1	$995k	+8%	5.2k	190.68	View chart
Ft Adex:ind/prod Drbls Etf (FXR)	0.1	$986k		14k	72.96	View chart
First Tr Lrge Cp Core Alpha Etf (FEX)	0.1	$975k	+70%	9.8k	99.24	View chart
Frst Tr:water Etf (FIW)	0.1	$973k	+29%	9.5k	102.09	View chart
Spotify Technology Sa Common Stock (SPOT)	0.1	$967k		3.7k	263.86	View chart
Firsttrexchange-tradedfddjinterntidx Etf (FDN)	0.1	$956k	+12%	4.7k	205.09	View chart
Netflix Inccom Common Stock (NFLX)	0.1	$953k	-17%	1.6k	607.32	View chart
Vanguard St Ipsi;etf Etf (VTIP)	0.1	$952k	NEW	20k	47.89	View chart
American Electric Power Company Common Stock (AEP)	0.1	$936k	+2%	11k	86.10	View chart
Vanguard World Fds Utilities Etf Etf (VPU)	0.1	$926k	+164%	6.5k	142.57	View chart
Ishares Tr Ishs 1-5yr Invs Etf (IGSB)	0.1	$921k	+9%	18k	51.28	View chart
Ishares Rus Md Cp Gr Etf Etf (IWP)	0.1	$906k	+7%	7.9k	114.13	View chart
Sel Sector:util Spdr Etf (XLU)	0.1	$905k	-2%	14k	65.65	View chart
Delta Air Lines Common Stock (DAL)	0.1	$894k		19k	47.87	View chart
Schwab Strategic Tr Us Tips Etf Etf (SCHP)	0.1	$884k	-10%	17k	52.16	View chart
Internationalbusinessmachscom Common Stock (IBM)	0.1	$878k	-4%	4.6k	190.95	View chart
Vaneckvectorsetftrjp Morgan Mkts Etf (EMLC)	0.1	$871k	+11%	36k	24.51	View chart
Spdr S&p Biotech Etf (XBI)	0.1	$868k	+87%	9.2k	94.89	View chart
Cheniere Energy Common Stock (LNG)	0.1	$867k		5.4k	161.28	View chart
Las Vegas Sands Corp Common Stock (LVS)	0.1	$862k		17k	51.70	View chart
Adobe System Sincorporated Common Stock (ADBE)	0.1	$858k	-13%	1.7k	504.47	View chart
Vanguard Lg-cp I;etf Etf (VV)	0.1	$856k	+15%	3.6k	239.76	View chart
Amgen Common Stock (AMGN)	0.1	$847k		3.0k	284.33	View chart
Ishares Inc Msci Mexico Etf Etf (EWW)	0.0	$839k	+7%	12k	69.31	View chart
Invesco S&p 500 Qual Etf (SPHQ)	0.0	$838k	NEW	14k	60.42	View chart
Intuit Common Stock (INTU)	0.0	$817k	-8%	1.3k	650.05	View chart
Ishares Tr Shrt Nat Mun Etf Etf (SUB)	0.0	$815k	-16%	7.8k	104.74	View chart
Akamai Technologies Common Stock (AKAM)	0.0	$809k		7.4k	108.76	View chart
Isharestrmsci Intl Multft Etf (INTF)	0.0	$789k		26k	29.84	View chart
Ishares:biotechnology Etf (IBB)	0.0	$787k	NEW	5.7k	137.22	View chart
Ishares Tr Msci Usa Min Vol Etf (USMV)	0.0	$781k	+13%	9.4k	83.58	View chart
Broadridge Financial Solutions Common Stock (BR)	0.0	$780k	-3%	3.8k	205.66	View chart
General Dynamics Corp Common Stock (GD)	0.0	$779k	+8%	2.8k	282.49	View chart
Omega Healthcare Investors Common Stock (OHI)	0.0	$778k	NEW	25k	31.67	View chart
Servicenow Common Stock (NOW)	0.0	$778k	-10%	1.0k	762.40	View chart
L3harris Technologies Common Stock (LHX)	0.0	$742k	+17%	3.5k	213.10	View chart
Bank Of America Corporation Common Stock (BAC)	0.0	$730k	-11%	19k	37.92	View chart
Asml Holding Nv Ny Registry Common Stock (ASML)	0.0	$708k	+30%	729.00	971.06	View chart
Medtronic Common Stock (MDT)	0.0	$690k	+6%	7.9k	87.84	View chart
Tennessee Valley Authority Common Stock (TVE)	0.0	$687k	NEW	31k	21.98	View chart
Mondelez International Common Stock (MDLZ)	0.0	$665k	+4%	9.4k	70.43	View chart
Illinois Tool Works Common Stock (ITW)	0.0	$639k	-8%	2.4k	269.73	View chart
Colgate-palmolive Company Common Stock (CL)	0.0	$633k	-3%	7.0k	90.05	View chart
Kimberly-clark Corporation Common Stock (KMB)	0.0	$629k	-67%	4.8k	130.54	View chart
American Water Works Company Common Stock (AWK)	0.0	$619k		5.1k	122.21	View chart
Ishares Rus Mdcp Val Etf Etf (IWS)	0.0	$613k	+2%	4.9k	125.34	View chart
Nike Common Stock (NKE)	0.0	$595k	-15%	6.3k	94.35	View chart
Dow Common Stock (DOW)	0.0	$592k		10k	57.93	View chart
Citigroup Common Stock (C)	0.0	$583k	+18%	9.2k	63.24	View chart
Air Prods & Chems Common Stock (APD)	0.0	$581k	+17%	2.4k	243.78	View chart
Invesco Etf Tr Ii Pfd Etf Etf (PGX)	0.0	$574k	+56%	48k	11.88	View chart
W.p. Carey Common Stock (WPC)	0.0	$565k	NEW	9.9k	57.30	View chart
Spdr S&p 600 Sm Cap Gro Etf (SLYG)	0.0	$557k		6.4k	87.23	View chart
Ppg Industries Common Stock (PPG)	0.0	$547k	-5%	3.8k	144.90	View chart
Duke Energy Corporation Common Stock (DUK)	0.0	$545k	-8%	5.6k	96.72	View chart
Jack Henry & Associates Common Stock (JKHY)	0.0	$544k	-12%	3.1k	173.73	View chart
Waste Mgmt Common Stock (WM)	0.0	$543k	+6%	2.5k	213.12	View chart
Paychex Common Stock (PAYX)	0.0	$540k	+3%	4.4k	122.80	View chart
Tennessee Valley Authority Common Stock (TVC)	0.0	$540k	NEW	24k	22.12	View chart
Frst Tr Ii:cloudcomp Etf (SKYY)	0.0	$533k	+2%	5.6k	95.60	View chart
Enterprise Products Partners Unt Etf (EPD)	0.0	$533k	NEW	18k	29.18	View chart
Spdr S&p Aero&def Etf (XAR)	0.0	$533k	NEW	3.8k	140.52	View chart
Ishares:mbs Etf Etf (MBB)	0.0	$530k	-3%	5.7k	92.43	View chart
Ft Vi:dw Focus 5 Etf (FV)	0.0	$526k	+3%	9.2k	57.23	View chart
Wells Fargo & Company Common Stock (WFC)	0.0	$510k	-19%	8.8k	57.96	View chart
Schlumberger Ltd Com Stk Common Stock (SLB)	0.0	$505k	-4%	9.2k	55.08	View chart
Blackstone Common Stock (BX)	0.0	$505k	-20%	3.8k	131.36	View chart
Factset Research Systems Common Stock (FDS)	0.0	$499k	-23%	1.1k	454.47	View chart
Novo-nordisk A S Common Stock (NVO)	0.0	$498k	-27%	3.8k	129.33	View chart
Ishares Tr S&p Sml 600 Gwt Etf (IJT)	0.0	$492k		3.8k	130.74	View chart
Ishares Rus 1000 Etf Etf (IWB)	0.0	$489k	-59%	1.7k	288.03	View chart
Vanguard World Fds Materials Etf Etf (VAW)	0.0	$488k		2.4k	204.42	View chart
Vanguardcharlotte Fdsintl Bd Idx Etf Etf (BNDX)	0.0	$486k	-38%	9.9k	49.19	View chart
Intercontinentalexchangeincom Common Stock (ICE)	0.0	$486k	-16%	3.5k	137.43	View chart
Sel Sector:finl S Spdr Etf (XLF)	0.0	$486k	NEW	12k	42.12	View chart
Invesco Senior Loan Etf (BKLN)	0.0	$484k	NEW	23k	21.15	View chart
General Electric Common Stock (GE)	0.0	$483k	+47%	2.8k	175.52	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.0	$483k	-20%	2.9k	169.29	View chart
Ishares:us Med Dev Etf Etf (IHI)	0.0	$482k	+13%	8.2k	58.59	View chart
Goldmansachsgroupinccom Common Stock (GS)	0.0	$479k	-23%	1.1k	417.60	View chart
Mccormick & Company, Incorporated Common Stock (MKC)	0.0	$476k	+26%	6.2k	76.81	View chart
Ishares Tr 1 3 Yr Treas Bd Etf (SHY)	0.0	$474k	+107%	5.8k	81.78	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf Etf (VSS)	0.0	$471k		4.0k	116.84	View chart
Ishares:us Hlthcr Etf Etf (IYH)	0.0	$468k	NEW	7.6k	61.90	View chart
Philip Morrisintlinccom Common Stock (PM)	0.0	$461k	-18%	5.0k	92.92	View chart
Emerson Elec Common Stock (EMR)	0.0	$456k	-4%	4.0k	113.42	View chart
Radnet Common Stock (RDNT)	0.0	$455k	NEW	9.4k	48.66	View chart
Isharestreafe Sml Cp Etf Etf (SCZ)	0.0	$452k	-2%	7.1k	63.33	View chart
Bristol-myers Squibb Company Common Stock (BMY)	0.0	$451k	+9%	8.3k	54.23	View chart
Wisdomtree:us Mdcp Div Etf (DON)	0.0	$451k	+34%	9.2k	48.77	View chart
Ft Value Line Dividend Etf (FVD)	0.0	$439k	+25%	10k	42.23	View chart
Keysight Technologies Common Stock (KEYS)	0.0	$435k		2.8k	156.38	View chart
Clorox Co Del Common Stock (CLX)	0.0	$433k	-2%	2.8k	153.11	View chart
Cms Energy Corporation Common Stock (CMS)	0.0	$429k		7.1k	60.34	View chart
Wec Energy Group Common Stock (WEC)	0.0	$429k	-2%	5.2k	82.12	View chart
Fordmtrcodelcom Common Stock (F)	0.0	$428k	+16%	32k	13.28	View chart
Bank New York Mellon Corp Common Stock (BK)	0.0	$424k	-2%	7.4k	57.62	View chart
Vanguard Re Idx;etf Etf (VNQ)	0.0	$423k	NEW	4.9k	86.48	View chart
Realty Income Corporation Common Stock (O)	0.0	$420k	+12%	7.7k	54.35	View chart
Targa Resources Corp. Common Stock (TRGP)	0.0	$413k	-7%	3.7k	111.99	View chart
Pfizer Common Stock (PFE)	0.0	$409k	-8%	15k	27.75	View chart
Moody's Corporation Common Stock (MCO)	0.0	$408k	-20%	1.0k	393.03	View chart
Altria Group Common Stock (MO)	0.0	$407k	+40%	9.1k	44.60	View chart
Aramarkcom Common Stock (ARMK)	0.0	$406k		13k	32.52	View chart
Invesco S&p500 Lowvl Etf (SPLV)	0.0	$394k	+18%	6.0k	65.87	View chart
Schwab Strategic Tr Us Sml Cap Etf Etf (SCHA)	0.0	$388k	-23%	7.9k	49.24	View chart
Ft Etf Tech Alphadex Etf (FXL)	0.0	$383k	+38%	2.8k	134.82	View chart
Target Corp Common Stock (TGT)	0.0	$380k	+26%	2.1k	177.22	View chart
Hexcelcorpnewcom Common Stock (HXL)	0.0	$379k	-33%	5.2k	72.85	View chart
Ishares:brd Usd Hy Cp Bd Etf (USHY)	0.0	$376k	-13%	10k	36.59	View chart
Whirlpool Corp Common Stock (WHR)	0.0	$376k		3.1k	119.63	View chart
Ishares Tr S&p 500 Grwt Etf Etf (IVW)	0.0	$372k	+15%	4.4k	84.44	View chart
Csx Corporation Common Stock (CSX)	0.0	$371k	NEW	10k	37.07	View chart
Wolfspeed Common Stock (WOLF)	0.0	$364k	-4%	12k	29.50	View chart
Becton, Dickinson And Company Common Stock (BDX)	0.0	$361k	-17%	1.5k	247.45	View chart
Jetblue Airways Corporation Common Stock (JBLU)	0.0	$359k	+2%	48k	7.42	View chart
Ishares:brd Usd Ig Cp Bd Etf (USIG)	0.0	$359k	-19%	7.1k	50.77	View chart
Novartis Common Stock (NVS)	0.0	$356k	-29%	3.5k	100.45	View chart
Spdr S&p 600 Sm Cap Val Etf (SLYV)	0.0	$354k	+2%	4.3k	82.97	View chart
Ark Etf Tr Next Gnrtn Inter Etf (ARKW)	0.0	$354k	+10%	4.2k	83.31	View chart
Dell Technologies Inc Cl C Common Stock (DELL)	0.0	$350k		3.1k	114.11	View chart
Public Storage Common Stock (PSA)	0.0	$347k	+10%	1.2k	290.10	View chart
Ishares:iboxx $ig Corp Etf (LQD)	0.0	$347k	NEW	3.2k	108.92	View chart
Hershey Common Stock (HSY)	0.0	$344k	+33%	1.8k	194.46	View chart
Kkr & Co Common Stock (KKR)	0.0	$344k	-7%	3.4k	100.58	View chart
Vanguard Hlth Cr Idx;etf Etf (VHT)	0.0	$341k	NEW	1.3k	270.47	View chart
Alps Etf Gr Oshares Us Quality Div Etf (OUSA)	0.0	$337k	-22%	6.8k	49.41	View chart
Glbl X Lith & Bat Tech Etf (LIT)	0.0	$337k	NEW	7.4k	45.29	View chart
Cvs Health Corporation Common Stock (CVS)	0.0	$334k	NEW	4.2k	79.76	View chart
Fiserv Common Stock (FI)	0.0	$315k	-2%	2.0k	159.82	View chart
Royal Bank Of Canada Common Stock (RY)	0.0	$311k	NEW	3.1k	100.88	View chart
New Jersey Resources Corporation Common Stock (NJR)	0.0	$308k		7.1k	43.33	View chart
Vaneck:gold Miners Etf (GDX)	0.0	$307k	NEW	9.7k	31.62	View chart
Desktop Metal Common Stock (DM)	0.0	$303k	+8%	345k	0.88	View chart
Discover Financial Services Common Stock (DFS)	0.0	$297k	-66%	2.3k	131.09	View chart
General Motors Company Common Stock (GM)	0.0	$291k	-3%	6.4k	45.35	View chart
The Hartford Financial Services Group Common Stock (HIG)	0.0	$291k	NEW	2.8k	103.54	View chart
Dollar General Corporation Common Stock (DG)	0.0	$286k	NEW	1.8k	156.04	View chart
Invesco Large Cap Growth Etf (PWB)	0.0	$284k	NEW	3.2k	89.29	View chart
Alerian M Etf (AMLP)	0.0	$283k	NEW	6.0k	47.46	View chart
Rpm International Common Stock (RPM)	0.0	$282k		2.4k	118.95	View chart
Grayscale Bitcoin Trust Common Stock (GBTC)	0.0	$277k	NEW	4.4k	63.17	View chart
Ishares:us Bd & Se Etf Etf (IAI)	0.0	$277k		2.4k	116.01	View chart
Brown & Brown Common Stock (BRO)	0.0	$276k	-16%	3.2k	87.54	View chart
Spdr S&p Homebuild Etf (XHB)	0.0	$274k		2.5k	111.59	View chart
BP P.L.C. Common Stock (BP)	0.0	$274k	NEW	7.3k	37.68	View chart
Edwards Lifesciences Corporation Common Stock (EW)	0.0	$272k	NEW	2.9k	95.56	View chart
Xcel Energy Common Stock (XEL)	0.0	$267k		4.9k	54.29	View chart
Vanguard World Fds Energy Etf Etf (VDE)	0.0	$266k		2.0k	131.71	View chart
3m Company Common Stock (MMM)	0.0	$266k	NEW	2.5k	106.07	View chart
Jabil Common Stock (JBL)	0.0	$265k	NEW	2.0k	133.94	View chart
Iron Mountain Incorporated Common Stock (IRM)	0.0	$264k	NEW	3.3k	80.86	View chart
Ecolab Common Stock (ECL)	0.0	$261k	-10%	1.1k	231.48	View chart
Amphenol Corp New Cl A Common Stock (APH)	0.0	$260k	-24%	2.3k	115.55	View chart
Lyft Inc Cl A Common Stock (LYFT)	0.0	$257k	-21%	13k	19.35	View chart
Nuveen Amt-free Mu Cr I Etf (NVG)	0.0	$257k	NEW	21k	12.21	View chart
Marathon Petroleum Corporation Common Stock (MPC)	0.0	$255k	NEW	1.3k	201.50	View chart
Ft:nyse Arca Biotech Etf (FBT)	0.0	$253k	+15%	1.6k	153.77	View chart
Vanguard World Fds Inf Tech Etf Etf (VGT)	0.0	$252k		480.00	524.47	View chart
Lennar Corp Cl A Common Stock (LEN)	0.0	$249k	-9%	1.4k	172.03	View chart
Equifax Common Stock (EFX)	0.0	$246k	-9%	921.00	267.52	View chart
Microchip Technology Common Stock (MCHP)	0.0	$246k	+8%	2.7k	89.71	View chart
T. Rowe Price Group Common Stock (TROW)	0.0	$246k	-2%	2.0k	121.92	View chart
Monster Beverage Corp Common Stock (MNST)	0.0	$236k	-31%	4.0k	59.27	View chart
Ansys Common Stock (ANSS)	0.0	$235k	+21%	676.00	346.90	View chart
Spdr Nuveen Blmbrg Mu Common Stock (TFI)	0.0	$232k	-19%	5.0k	46.48	View chart
Expedia Group Common Stock (EXPE)	0.0	$232k	-11%	1.7k	137.75	View chart
Progressive Corp Common Stock (PGR)	0.0	$229k	-48%	1.1k	206.82	View chart
Goldman:ab Us Lg Cap Eq Etf (GSLC)	0.0	$227k	NEW	2.2k	103.79	View chart
Capital One Financial Corporation Common Stock (COF)	0.0	$227k	NEW	1.5k	148.89	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$227k	-36%	542.00	418.01	View chart
Kb Home Common Stock (KBH)	0.0	$227k	NEW	3.2k	70.88	View chart
Lam Research Corp Common Stock (LRCX)	0.0	$225k	-23%	231.00	973.57	View chart
Nuveen Quality Muni Etf (NAD)	0.0	$223k	NEW	19k	11.51	View chart
Martin Marietta Materials Common Stock (MLM)	0.0	$222k	NEW	361.00	613.94	View chart
Ishares:msci Eafe Gro Etf (EFG)	0.0	$221k	NEW	2.1k	103.79	View chart
Mckesson Corp Common Stock (MCK)	0.0	$218k	-22%	406.00	537.47	View chart
Houlihan Lokey Common Stock (HLI)	0.0	$216k	NEW	1.7k	128.19	View chart
Vanguard Cnsmr Dis;etf Etf (VCR)	0.0	$213k	NEW	671.00	317.73	View chart
Micron Technology Common Stock (MU)	0.0	$211k	NEW	1.8k	118.00	View chart
Crown Castle Common Stock (CCI)	0.0	$208k	-38%	2.0k	105.83	View chart
Sel Sector:matrls Spdr Etf (XLB)	0.0	$207k	NEW	2.2k	92.89	View chart
Invesco S&p Gl Wtr Etf (CGW)	0.0	$207k	NEW	3.7k	55.53	View chart
Norfolk Southern Corporation Common Stock (NSC)	0.0	$206k	NEW	808.00	255.03	View chart
Ishares:us Utl Etf Etf (IDU)	0.0	$206k	NEW	2.4k	84.52	View chart
Schwab Strategic Tr Emrg Mkteq Etf Etf (SCHE)	0.0	$205k		8.1k	25.25	View chart
Xtrackers Usd Hy Corp Bd Etf (HYLB)	0.0	$205k	NEW	5.7k	35.71	View chart
Fidelity Msci Info Tech Etf (FTEC)	0.0	$203k	NEW	1.3k	155.83	View chart
Commerce Bancshares Common Stock (CBSH)	0.0	$202k	-2%	3.8k	53.20	View chart
Ishares:0-5 Hy Corp Bd Etf (SHYG)	0.0	$201k	NEW	4.7k	42.55	View chart
Corteva Common Stock (CTVA)	0.0	$200k	NEW	3.5k	57.67	View chart
Eaton Vance Ltd Dur Etf (EVV)	0.0	$168k	NEW	17k	9.75	View chart
Nuveen S&p 500 Buy-write Inccom Etf (BXMX)	0.0	$164k		12k	13.47	View chart
Vale Sa Common Stock (VALE)	0.0	$133k	NEW	11k	12.19	View chart
Warner Bros Discovery Inc Com Ser A Common Stock (WBD)	0.0	$90k	-8%	10k	8.73	View chart
Medical Properties Trust Common Stock (MPW)	0.0	$70k	NEW	15k	4.70	View chart
Esperion Therapeutics Inc Ne Common Stock (ESPR)	0.0	$69k	+66%	26k	2.68	View chart

Past Filings by Summit Financial

SEC 13F filings are viewable for Summit Financial going back to 2018

Summit Financial 2024 Q1 filed April 24, 2024
Summit Financial 2023 Q4 filed Feb. 6, 2024
Summit Financial 2023 Q3 filed Nov. 7, 2023
Summit Financial 2023 Q2 filed Aug. 11, 2023
Summit Financial 2023 Q1 filed May 3, 2023
Summit Financial 2022 Q4 filed Feb. 7, 2023
Summit Financial 2022 Q3 filed Nov. 15, 2022
Summit Financial 2022 Q2 filed Aug. 12, 2022
Summit Financial 2022 Q1 filed May 10, 2022
Summit Financial 2021 Q4 filed Feb. 7, 2022
Summit Financial 2021 Q3 filed Nov. 8, 2021
Summit Financial 2021 Q2 filed Aug. 6, 2021
Summit Financial 2021 Q1 filed May 3, 2021
Summit Financial 2020 Q4 filed Feb. 9, 2021
Summit Financial 2020 Q3 filed Oct. 22, 2020
Summit Financial 2020 Q2 filed Aug. 12, 2020

View all past filings

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