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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, VUG, CMG, VTV, and represent 37.84% of Summit Financial's stock portfolio.
Added to shares of these 10 stocks: CMG (+$71M), NVDA (+$34M), VUG (+$23M), VTV (+$20M), IEFA (+$20M), MSFT (+$18M), IWM (+$12M), IEMG (+$10M), AAPL (+$9.9M), AMZN (+$9.7M).
Started 121 new stock positions in IT, TDG, ETN, HST, GWW, XOP, NXPI, DIN, WMB, IP.
Reduced shares in these 10 stocks: VTI (-$15M), , VEU, First Trust Energy Income & Gr, TREX, SHV, LVS, SPHQ, VOE, SHM.
Sold out of its positions in AKAM, BMRN, HYLB, Desktop Metal Inc Com Cl A, EXPE, FTEC, First Trust Energy Income & Gr, LIT, GBTC, SPHQ. BKLN, JBL, LVS, TREX, VCR.
Summit Financial was a net buyer of stock by $574M.
Summit Financial has $2.2B in assets under management (AUM), dropping by 29.71%.
Central Index Key (CIK): 0001765536

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Portfolio Holdings for Summit Financial

Summit Financial holds 487 positions in its portfolio as reported in the June 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)	18.8	$411M	-3%	1.5M	268.46	View chart
Vanguard Intl Equity Index F Allwrld Ex Us Etf (VEU)	8.8	$193M		3.3M	58.64	View chart
Vanguard Index Fds Growth Etf Etf (VUG)	4.1	$89M	+34%	239k	374.45	View chart
Chipotle Mexican Grill Common Stock (CMG)	3.3	$72M	+3858%	1.2M	62.65	View chart
Vanguard Index Fds Value Etf Common Stock (VTV)	2.9	$63M	+47%	390k	161.45	View chart
Microsoft Corpcom Common Stock (MSFT)	2.1	$46M	+62%	104k	446.95	View chart
Apple Common Stock (AAPL)	2.0	$43M	+30%	203k	210.62	View chart
Amazon Common Stock (AMZN)	1.9	$42M	+30%	215k	193.25	View chart
Spdr S&p 500 Etf Trtr Unit Etf (SPY)	1.9	$41M	+6%	76k	545.97	View chart
Nvidia Corporation Common Stock (NVDA)	1.7	$37M	+1142%	301k	123.54	View chart
Vanguard Index Fds Sm Cp Val Etf Etf (VBR)	1.6	$35M		193k	183.54	View chart
Vanguard Index Fds Mcapvlidxvip Etf (VOE)	1.3	$30M	-2%	195k	151.31	View chart
Vanguard Index Fdss&p 500 Etf Etf (VOO)	1.1	$25M	+23%	50k	501.91	View chart
Isharestrcoremsci Eafe Etf (IEFA)	1.1	$24M	+491%	331k	72.64	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.1	$23M	+2%	43k	547.24	View chart
Vanguard Tax-managed Intlfd Ftse Dev Mkt Etf Etf (VEA)	1.0	$21M	+72%	423k	49.42	View chart
Costco Whsl Corp Common Stock (COST)	0.9	$20M	+45%	23k	850.00	View chart
Meta Platforms Common Stock (META)	0.9	$19M	+42%	37k	504.22	View chart
Wheaton Precious Metals Corp Common Stock (WPM)	0.7	$16M	+39%	308k	52.42	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.7	$15M	+89%	74k	202.26	View chart
Invesco Qqq Trust 1 Etf (QQQ)	0.7	$15M	+15%	31k	479.87	View chart
Ishares Russell 2000etf Etf (IWM)	0.7	$15M	+486%	72k	202.89	View chart
Broadcom Common Stock (AVGO)	0.6	$13M	+22%	8.2k	1605.51	View chart
Ishares Tr 20 Yr Tr Bd Etf Etf (TLT)	0.6	$13M	+36%	139k	91.78	View chart
Vanguard Index Fds Small Cp Etf Etf (VB)	0.6	$13M	+7%	57k	218.89	View chart
Unitedhealth Group Nc Common Stock (UNH)	0.6	$13M	+38%	25k	509.27	View chart
Ishares Tr Core Us Aggbd Et Etf (AGG)	0.6	$12M	+248%	128k	97.07	View chart
Ishares Rus 1000 Grw Etf Etf (IWF)	0.5	$12M	+78%	32k	364.52	View chart
Caterpillarinccom Common Stock (CAT)	0.5	$12M	+210%	35k	333.10	View chart
Vanguard Index Fds Mid Cap Etf Etf (VO)	0.5	$11M	+11%	47k	243.03	View chart
Diamondback Energy Common Stock (FANG)	0.5	$11M	+17%	57k	200.19	View chart
Ishares Inc Core Msci Emkt Etf (IEMG)	0.5	$11M	+907%	207k	53.53	View chart
Walmart Common Stock (WMT)	0.5	$11M	+35%	156k	67.71	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Etf (VWO)	0.5	$11M	+48%	242k	43.76	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	0.5	$10M	+39%	25k	406.80	View chart
Isharestrnational Mun Etf Etf (MUB)	0.4	$9.8M	+180%	92k	106.55	View chart
Spdrsertrprtflo S&p500 Gw Etf (SPYG)	0.4	$9.2M	+20%	114k	80.13	View chart
Exxon Mobil Corp Common Stock (XOM)	0.4	$9.1M	+72%	79k	115.12	View chart
Ishares 7-10 Yr Trsy Bd Etf (IEF)	0.4	$8.8M	+168%	94k	93.65	View chart
Ishares Tr Core Total Usd Etf (IUSB)	0.4	$8.7M	+4%	193k	45.22	View chart
Visa Inccom Cl A Common Stock (V)	0.4	$8.7M	+51%	33k	262.47	View chart
Schwab Strategic T Rschwb Fdt Intlg Etf (FNDF)	0.4	$8.6M		244k	35.35	View chart
Regeneron Pharmaceuticals Common Stock (REGN)	0.4	$8.6M	+12%	8.2k	1051.08	View chart
Ishares Rus 1000 Val Etf Etf (IWD)	0.4	$8.3M	+47%	48k	174.47	View chart
Ishares Tr Ishs 1-5yr Invs Etf (IGSB)	0.4	$7.7M	+732%	150k	51.24	View chart
Eli Lilly And Company Common Stock (LLY)	0.3	$7.6M	+243%	8.4k	905.40	View chart
Selectsector Spdr Trsbi Int-inds Etf (XLI)	0.3	$7.6M	+6%	62k	121.87	View chart
Vanguard Whitehall Fds High Div Yld Etf (VYM)	0.3	$7.5M	+13%	63k	118.60	View chart
Alphabetinccapstkclc Common Stock (GOOG)	0.3	$7.3M	+45%	40k	183.42	View chart
Vanguard Mun Bd Fds Tax Exempt Bd Etf (VTEB)	0.3	$7.1M	+398%	142k	50.11	View chart
Spdr Ptf S&p 500 Value Etf (SPYV)	0.3	$7.1M	+23%	145k	48.74	View chart
Vanguardbd Index Fdstotal Bnd Mrkt Etf (BND)	0.3	$7.0M	+160%	97k	72.05	View chart
Invesco S&p500 Ewght Etf (RSP)	0.3	$6.9M	+16%	42k	164.28	View chart
Draftkings Common Stock (DKNG)	0.3	$6.8M	+198%	179k	38.17	View chart
Isharestrcore S&p Ttl Stk Etf (ITOT)	0.3	$6.8M	-5%	57k	118.78	View chart
Ishares:iboxx $ig Corp Etf (LQD)	0.3	$6.7M	+1868%	63k	107.12	View chart
Abbvie Common Stock (ABBV)	0.3	$6.6M	+70%	39k	171.52	View chart
United Rentals Common Stock (URI)	0.3	$6.3M	+15%	9.7k	646.72	View chart
Homedepotinccom Common Stock (HD)	0.3	$6.2M	+58%	18k	344.23	View chart
Netflix Inccom Common Stock (NFLX)	0.3	$6.0M	+469%	8.9k	674.88	View chart
Sel Sector:energy Spdr Etf (XLE)	0.3	$6.0M	+17%	65k	91.15	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$5.7M	+67%	39k	146.16	View chart
Honeywellintlinccom Common Stock (HON)	0.3	$5.6M	+51%	26k	213.54	View chart
Procter And Gamble Common Stock (PG)	0.3	$5.6M	+59%	34k	164.92	View chart
Vanguard Scottsdale Fds Int-term Corp Etf (VCIT)	0.2	$5.5M	+37%	68k	79.93	View chart
Coca Cola Common Stock (KO)	0.2	$5.4M	+85%	84k	64.13	View chart
Spdr Gold Trgold Etf (GLD)	0.2	$5.2M	+8%	24k	215.01	View chart
Merck & Co Inccom Common Stock (MRK)	0.2	$5.1M	+61%	41k	124.53	View chart
S&p Global Common Stock (SPGI)	0.2	$5.1M	+261%	11k	446.02	View chart
Accenture Plc Ireland Shs Class A Common Stock (ACN)	0.2	$5.1M	+93%	17k	303.40	View chart
Ishares Tr Core Msci Total Etf (IXUS)	0.2	$5.0M		74k	67.56	View chart
Ishares Rus 2000 Grw Etf Etf (IWO)	0.2	$5.0M	+188%	19k	262.54	View chart
Salesforce Common Stock (CRM)	0.2	$4.9M	+122%	19k	257.09	View chart
Schwab Strategic Tr Us Lcap Gr Etf Etf (SCHG)	0.2	$4.9M	+171%	48k	100.95	View chart
Nextera Energy Inccom Common Stock (NEE)	0.2	$4.9M	+37%	69k	70.81	View chart
Schwab Strategic Tr Us Lcap Va Etf Etf (SCHV)	0.2	$4.9M	+294%	65k	74.52	View chart
Abbott Labs Common Stock (ABT)	0.2	$4.8M	+71%	47k	103.91	View chart
Advanced Micro Devices Common Stock (AMD)	0.2	$4.8M	+29%	29k	162.21	View chart
Sel Sector Spdr Technology Etf (XLK)	0.2	$4.7M	+165%	21k	226.23	View chart
Oracle Corporation Common Stock (ORCL)	0.2	$4.7M	+95%	33k	141.20	View chart
Mcdonalds Corpcom Common Stock (MCD)	0.2	$4.6M	+89%	18k	254.84	View chart
Isharestrcore S&p Mcp Etf Etf (IJH)	0.2	$4.6M	+2%	79k	58.52	View chart
Ishares Rus Mdcp Val Etf Etf (IWS)	0.2	$4.6M	+678%	38k	120.74	View chart
Tesla Inccom Common Stock (TSLA)	0.2	$4.6M	+18%	23k	197.88	View chart
Morgan Stanley Common Stock (MS)	0.2	$4.5M	+68%	47k	97.19	View chart
Ishares Tr 0-5yr Invt Gr Cp Etf (SLQD)	0.2	$4.5M		91k	49.25	View chart
Sherwin Williams Cocom Common Stock (SHW)	0.2	$4.4M	+153%	15k	298.43	View chart
Taiwan Semiconductor Manufacturing Common Stock (TSM)	0.2	$4.3M	+125%	25k	174.35	View chart
Cyberark Software Common Stock (CYBR)	0.2	$4.3M	NEW	16k	273.42	View chart
Union Pac Corpcom Common Stock (UNP)	0.2	$4.2M	+74%	19k	226.26	View chart
Automatic Data Processing Common Stock (ADP)	0.2	$4.0M	+50%	17k	240.08	View chart
The Southern Company Common Stock (SO)	0.2	$4.0M	+184%	51k	77.57	View chart
Blackrock Common Stock (BLK)	0.2	$3.8M	+68%	4.8k	787.26	View chart
Analog Devices Common Stock (ADI)	0.2	$3.8M	+114%	17k	228.25	View chart
Vanguard Bd Index Fds Intermed Term Etf (BIV)	0.2	$3.8M	+211%	50k	74.89	View chart
Spdr Index Shs Fd Sglb Nat Resrce Etf (GNR)	0.2	$3.8M		68k	55.85	View chart
Crowdstrike Hldgs Inc Cl A Common Stock (CRWD)	0.2	$3.6M	+9%	9.4k	383.19	View chart
Chubblimitedcom Common Stock (CB)	0.2	$3.6M	+58%	14k	255.99	View chart
Spdr Bbg High Yield Bd Etf (JNK)	0.2	$3.6M	NEW	38k	94.27	View chart
Phillips66com Common Stock (PSX)	0.2	$3.6M	+22%	25k	141.17	View chart
Mercadolibre Common Stock (MELI)	0.2	$3.6M	+15%	2.2k	1643.34	View chart
Texas Instrs Inccom Common Stock (TXN)	0.2	$3.5M	+31%	18k	194.52	View chart
Mastercard Incorporatedcl A Common Stock (MA)	0.2	$3.5M	+83%	7.9k	441.16	View chart
Seabridge Gold Common Stock (SA)	0.2	$3.4M		251k	13.69	View chart
Linde Common Stock (LIN)	0.2	$3.4M	+85%	7.8k	438.84	View chart
Ishares Tr Msci Eafe Etf Etf (EFA)	0.2	$3.4M	+177%	43k	78.33	View chart
Spdr S&p Midcap 400 Etf Etf (MDY)	0.2	$3.4M	+14%	6.2k	537.04	View chart
Energy Transfer Unt Common Stock (ET)	0.1	$3.2M	+12%	196k	16.22	View chart
Tjx Cos Inc Newcom Common Stock (TJX)	0.1	$3.2M	+90%	29k	110.10	View chart
Ishares Rus Md Cp Gr Etf Etf (IWP)	0.1	$3.0M	+241%	27k	110.35	View chart
Appliedmatlsinccom Common Stock (AMAT)	0.1	$3.0M	+98%	13k	235.99	View chart
Pepsico Common Stock (PEP)	0.1	$2.9M	+74%	18k	164.93	View chart
Ishares Tr Core S&p Us Vlu Etf (IUSV)	0.1	$2.8M		32k	88.13	View chart
Isharestrcore S&p Scp Etf Etf (IJR)	0.1	$2.8M	+27%	26k	106.66	View chart
United Parcel Service Inccl B Common Stock (UPS)	0.1	$2.8M	+93%	20k	136.85	View chart
Vanguard Specialized Funds Div App Etf Etf (VIG)	0.1	$2.8M	+136%	15k	183.45	View chart
Ishares:s&p 100 Etf (OEF)	0.1	$2.8M		10k	264.30	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$2.7M	+67%	6.1k	444.81	View chart
Ishares Inc Msci Gbl Min Vol Etf (ACWV)	0.1	$2.7M		26k	104.64	View chart
Ameriprise Finl Common Stock (AMP)	0.1	$2.7M	+84%	6.2k	427.16	View chart
Marsh & Mclennan Cos Common Stock (MMC)	0.1	$2.6M	+72%	12k	210.71	View chart
Thermo Fisher Scientificinccom Common Stock (TMO)	0.1	$2.6M	+95%	4.7k	553.34	View chart
Vanguard Tot I S;etf Etf (VXUS)	0.1	$2.6M	+28%	43k	60.30	View chart
Conocophillips Common Stock (COP)	0.1	$2.6M	+101%	23k	114.38	View chart
Spdr Portfolio Intrmd Common Stock (SPIB)	0.1	$2.6M		79k	32.56	View chart
Spdr Dow Jones Indus Avg Etf (DIA)	0.1	$2.6M	+48%	6.6k	392.02	View chart
Oreilly Automotive Inccom Common Stock (ORLY)	0.1	$2.6M	+73%	2.4k	1056.06	View chart
Marriott International Common Stock (MAR)	0.1	$2.5M	+5%	11k	241.76	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$2.5M	+102%	33k	77.85	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$2.5M	+42%	7.4k	339.01	View chart
Sel Sector:h Care Spdr Etf (XLV)	0.1	$2.5M	NEW	17k	145.75	View chart
American Tower Corp Common Stock (AMT)	0.1	$2.5M	+101%	13k	195.99	View chart
Trane Technologies Common Stock (TT)	0.1	$2.5M	+24%	7.5k	328.92	View chart
Cisco Sys Common Stock (CSCO)	0.1	$2.5M	+38%	52k	47.51	View chart
Super Micro Computer Common Stock (SMCI)	0.1	$2.4M	+5%	3.0k	819.37	View chart
Stryker Corporation Common Stock (SYK)	0.1	$2.4M	+17%	7.2k	341.07	View chart
Ishares:sh Trs Bd Etf Etf (SHV)	0.1	$2.4M	-29%	22k	110.50	View chart
Freeport-mcmoran Inc Cl B Common Stock (FCX)	0.1	$2.4M	+35%	50k	48.60	View chart
Parker-hannifin Corp Common Stock (PH)	0.1	$2.4M	+74%	4.6k	505.85	View chart
Prologis Common Stock (PLD)	0.1	$2.3M	+121%	21k	112.31	View chart
Ishares:cr Msci Intl Dm Etf (IDEV)	0.1	$2.2M	NEW	34k	65.64	View chart
Sel Sector:c Stp Spdr Etf (XLP)	0.1	$2.2M	+28%	29k	76.58	View chart
Global Mofy Metaverse Common Stock (SPEM)	0.1	$2.2M	NEW	58k	37.67	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd Etf (VCSH)	0.1	$2.2M	-3%	28k	77.27	View chart
Wisdomtree:flt Rate Trs Etf (USFR)	0.1	$2.2M	NEW	43k	50.31	View chart
Invesco Exchangetraded Fd T Ftse Rafi 1000 Etf (PRF)	0.1	$2.2M		57k	37.95	View chart
Intuit Common Stock (INTU)	0.1	$2.2M	+162%	3.3k	657.24	View chart
Cboe Global Markets Common Stock (CBOE)	0.1	$2.2M	+5%	13k	170.06	View chart
Republicsvcsinccom Common Stock (RSG)	0.1	$2.1M	+51%	11k	194.33	View chart
Vanguard Index Fds Sml Cp Grw Etf Etf (VBK)	0.1	$2.1M	+107%	8.5k	250.55	View chart
Sel Sector:finl S Spdr Etf (XLF)	0.1	$2.1M	+350%	52k	41.11	View chart
Disneywaltcocom Common Stock (DIS)	0.1	$2.1M	+79%	21k	99.29	View chart
At&tinccom Common Stock (T)	0.1	$2.1M	+85%	109k	19.11	View chart
Schwab Charles Corp Common Stock (SCHW)	0.1	$2.0M	+19%	28k	73.69	View chart
Lowes Cos Inccom Common Stock (LOW)	0.1	$2.0M	+61%	9.1k	220.46	View chart
Danahercorporationcom Common Stock (DHR)	0.1	$2.0M	+60%	8.0k	250.10	View chart
Ishares:s&p Sc 600 Val Etf (IJS)	0.1	$2.0M	-2%	20k	97.27	View chart
Boston Scientific Corporation Common Stock (BSX)	0.1	$2.0M	+62%	26k	77.01	View chart
Ft Etf First Tr Enh Etf (FTSM)	0.1	$2.0M	+20%	33k	59.84	View chart
Cameo Corp Common Stock (CCJ)	0.1	$1.9M	+6%	39k	49.20	View chart
Amgen Common Stock (AMGN)	0.1	$1.9M	+106%	6.1k	312.44	View chart
Ishares Rus 2000valetf Etf (IWN)	0.1	$1.9M	+32%	13k	152.29	View chart
Ishares:msci India Etf (INDA)	0.1	$1.9M	+5%	34k	55.78	View chart
Adobe System Sincorporated Common Stock (ADBE)	0.1	$1.9M	+97%	3.4k	555.46	View chart
Eog Resources Common Stock (EOG)	0.1	$1.8M	+48%	15k	125.87	View chart
Boeing Common Stock (BA)	0.1	$1.8M	+20%	9.9k	182.01	View chart
Zoetis Inc Cl A Common Stock (ZTS)	0.1	$1.8M		10k	173.36	View chart
Chevron Corp Common Stock (CVX)	0.1	$1.8M	+63%	11k	156.41	View chart
American Electric Power Company Common Stock (AEP)	0.1	$1.7M	+83%	20k	87.74	View chart
Devon Energy Corporation Common Stock (DVN)	0.1	$1.7M	+21%	36k	47.40	View chart
Bank Of America Corporation Common Stock (BAC)	0.1	$1.7M	+121%	43k	39.77	View chart
Ishares:core 1-5y Usd Bd Etf (ISTB)	0.1	$1.7M	NEW	36k	47.37	View chart
Verizon Communications Common Stock (VZ)	0.1	$1.7M	+65%	40k	41.24	View chart
Ishares Rus 1000 Etf Etf (IWB)	0.1	$1.7M	+228%	5.6k	297.54	View chart
Lockheed Martin Corpcom Common Stock (LMT)	0.1	$1.6M	+41%	3.5k	467.13	View chart
Ishares:brd Usd Ig Cp Bd Etf (USIG)	0.1	$1.6M	+351%	32k	50.21	View chart
Church & Dwight Common Stock (CHD)	0.1	$1.6M		15k	103.68	View chart
Internationalbusinessmachscom Common Stock (IBM)	0.1	$1.6M	+97%	9.1k	172.95	View chart
Workday Common Stock (WDAY)	0.1	$1.6M	+44%	7.0k	223.54	View chart
Regions Financial Corporation Common Stock (RF)	0.1	$1.5M	NEW	75k	20.28	View chart
Intelcorpcom Common Stock (INTC)	0.1	$1.5M	-22%	48k	30.97	View chart
Deere & Co Common Stock (DE)	0.1	$1.5M	+20%	3.9k	375.12	View chart
Northrop Grumman Corp Common Stock (NOC)	0.1	$1.4M	+26%	3.3k	435.89	View chart
Ishares Tr Tips Bd Etf Etf (TIP)	0.1	$1.4M	-9%	13k	106.78	View chart
Vaneck:gold Miners Etf (GDX)	0.1	$1.4M	+322%	41k	33.93	View chart
Uber Technologies Common Stock (UBER)	0.1	$1.4M	+26%	19k	72.68	View chart
Crh Plc Ord Common Stock (CRH)	0.1	$1.4M	+4%	18k	74.98	View chart
Isharestriboxx Hi Yd Etf Etf (HYG)	0.1	$1.4M	+10%	18k	77.14	View chart
Ishares Inc Msci Jpn Etf Etf (EWJ)	0.1	$1.4M	+4%	20k	68.24	View chart
Aflac Incorporated Common Stock (AFL)	0.1	$1.4M	NEW	15k	89.31	View chart
Wells Fargo & Company Common Stock (WFC)	0.1	$1.4M	+158%	23k	59.39	View chart
Verisk Analytics Common Stock (VRSK)	0.1	$1.3M	+12%	5.0k	269.55	View chart
Ishares:us Home Cons Etf Etf (ITB)	0.1	$1.3M	+25%	13k	101.06	View chart
Kb Home Common Stock (KBH)	0.1	$1.3M	+479%	19k	70.18	View chart
Asml Holding Nv Ny Registry Common Stock (ASML)	0.1	$1.3M	+74%	1.3k	1022.49	View chart
Goldmansachsgroupinccom Common Stock (GS)	0.1	$1.3M	+149%	2.9k	452.33	View chart
Ishares:jpm Usd Em Bd Etf (EMB)	0.1	$1.3M	NEW	14k	88.48	View chart
Spotify Technology Sa Common Stock (SPOT)	0.1	$1.3M	+10%	4.0k	313.75	View chart
Servicenow Common Stock (NOW)	0.1	$1.3M	+57%	1.6k	786.67	View chart
Ft Capital Strength Etf (FTCS)	0.1	$1.3M		15k	84.04	View chart
Vaneckvectorsetftrjp Morgan Mkts Etf (EMLC)	0.1	$1.3M	+47%	53k	23.78	View chart
Ishares Tr Pfd And Incm Sec Etf (PFF)	0.1	$1.2M	-11%	40k	31.55	View chart
Ishares S&p 500 Val Etf Etf (IVE)	0.1	$1.2M		6.8k	182.00	View chart
Kraneshs:csi China Intrt Etf (KWEB)	0.1	$1.2M	NEW	46k	27.02	View chart
Mondelez International Common Stock (MDLZ)	0.1	$1.2M	+96%	19k	65.87	View chart
W.p. Carey Common Stock (WPC)	0.1	$1.2M	+117%	21k	55.92	View chart
Sel Sector:util Spdr Etf (XLU)	0.1	$1.2M	+26%	18k	68.14	View chart
Vanguard Lg-cp I;etf Etf (VV)	0.1	$1.2M	+31%	4.7k	250.48	View chart
Rockwell Automation Common Stock (ROK)	0.1	$1.2M	+2%	4.2k	275.27	View chart
Shake Shack Inc Cl A Common Stock (SHAK)	0.1	$1.2M	+8%	13k	90.00	View chart
Ishares Tr Msci Usa Min Vol Etf (USMV)	0.1	$1.1M	+43%	14k	83.96	View chart
Schwab Strategic Tr Us Tips Etf Etf (SCHP)	0.0	$1.1M	+23%	21k	52.01	View chart
American Water Works Company Common Stock (AWK)	0.0	$1.1M	+66%	8.4k	129.16	View chart
Altria Group Common Stock (MO)	0.0	$1.1M	+155%	23k	46.42	View chart
Jefferies Financial Group Common Stock (JEF)	0.0	$1.1M	NEW	22k	49.76	View chart
Spdr Bbg 1-3 Mo T-bill Etf (BIL)	0.0	$1.1M	-24%	12k	91.78	View chart
Philip Morrisintlinccom Common Stock (PM)	0.0	$1.1M	+106%	10k	102.62	View chart
Cheniere Energy Common Stock (LNG)	0.0	$1.1M	+11%	6.0k	174.82	View chart
Spdr S&p Divid Etf Etf (SDY)	0.0	$1.0M	-3%	8.2k	127.18	View chart
General Dynamics Corp Common Stock (GD)	0.0	$1.0M	+30%	3.6k	290.14	View chart
Delta Air Lines Common Stock (DAL)	0.0	$1.0M	+17%	22k	47.44	View chart
Omega Healthcare Investors Common Stock (OHI)	0.0	$1.0M	+22%	30k	34.25	View chart
Lyft Inc Cl A Common Stock (LYFT)	0.0	$1.0M	+448%	73k	14.10	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.0	$1.0M	+79%	5.1k	199.19	View chart
Vanguard World Fds Utilities Etf Etf (VPU)	0.0	$1.0M	+5%	6.8k	149.16	View chart
Vanguard St Ipsi;etf Etf (VTIP)	0.0	$1.0M	+4%	21k	48.54	View chart
Ishares:s&p Mc 400 Gro Etf (IJK)	0.0	$1.0M	NEW	11k	88.11	View chart
Waste Mgmt Common Stock (WM)	0.0	$999k	+83%	4.7k	213.35	View chart
Ishares Tr Shrt Nat Mun Etf Etf (SUB)	0.0	$995k	+22%	9.5k	104.55	View chart
Colgate-palmolive Company Common Stock (CL)	0.0	$973k	+42%	10k	97.04	View chart
Firsttrexchange-tradedfddjinterntidx Etf (FDN)	0.0	$971k		4.7k	204.94	View chart
Medtronic Common Stock (MDT)	0.0	$966k	+54%	12k	79.41	View chart
First Tr Nsdq 100tech Ind Etf (QTEC)	0.0	$964k	-6%	4.9k	197.46	View chart
Schwab Strategic Tr Us Sml Cap Etf Etf (SCHA)	0.0	$963k	+156%	20k	47.59	View chart
Frst Tr:water Etf (FIW)	0.0	$959k		9.6k	99.98	View chart
Spdr S&p Aero&def Etf (XAR)	0.0	$947k	+78%	6.8k	139.99	View chart
Spdr S&p 600 Sm Cap Val Etf (SLYV)	0.0	$938k	+180%	12k	78.31	View chart
Schwab Strategic Tr Us Mid-cap Etf Etf (SCHM)	0.0	$937k	-9%	12k	78.09	View chart
Fedex Corporation Common Stock (FDX)	0.0	$936k	NEW	3.1k	301.04	View chart
General Electric Common Stock (GE)	0.0	$932k	+112%	5.9k	158.98	View chart
Schlumberger Ltd Com Stk Common Stock (SLB)	0.0	$926k	+112%	20k	47.45	View chart
Firsttrexchtradedfdiiipfdsecsincetf Common Stock (FPE)	0.0	$925k	-10%	53k	17.36	View chart
Enterprise Products Partners Unt Common Stock (EPD)	0.0	$915k	+72%	32k	28.98	View chart
Broadridge Financial Solutions Common Stock (BR)	0.0	$915k	+22%	4.6k	197.77	View chart
Eaton Corporation Public Limited Company Common Stock (ETN)	0.0	$914k	NEW	2.9k	313.56	View chart
Citigroup Common Stock (C)	0.0	$908k	+55%	14k	63.46	View chart
Ft Adex:ind/prod Drbls Etf (FXR)	0.0	$904k		13k	68.06	View chart
Blackstone Common Stock (BX)	0.0	$902k	+89%	7.3k	123.79	View chart
Tennessee Valley Authority Common Stock (TVE)	0.0	$899k	+30%	41k	22.03	View chart
Diageo Common Stock (DEO)	0.0	$888k		7.0k	126.08	View chart
Ishares:floating Rt Bond Etf (FLOT)	0.0	$886k	-31%	17k	51.09	View chart
Csx Corporation Common Stock (CSX)	0.0	$873k	+160%	26k	33.45	View chart
Ishares:biotechnology Etf (IBB)	0.0	$871k	+10%	6.3k	137.26	View chart
Kimberly-clark Corporation Common Stock (KMB)	0.0	$853k	+27%	6.1k	139.42	View chart
Vanguardcharlotte Fdsintl Bd Idx Etf Etf (BNDX)	0.0	$845k	+75%	17k	48.67	View chart
First Tr Lrge Cp Core Alpha Etf (FEX)	0.0	$838k	-12%	8.6k	96.99	View chart
Illinois Tool Works Common Stock (ITW)	0.0	$837k	+48%	3.5k	238.36	View chart
Pfizer Common Stock (PFE)	0.0	$824k	+99%	29k	27.98	View chart
Emerson Elec Common Stock (EMR)	0.0	$821k	+85%	7.5k	110.17	View chart
Tennessee Valley Authority Common Stock (TVC)	0.0	$815k	+47%	36k	22.69	View chart
Ishares:us Hlthcr Etf Etf (IYH)	0.0	$806k	+73%	13k	61.27	View chart
Isharestrmsci Intl Multft Etf (INTF)	0.0	$773k		26k	29.23	View chart
Duke Energy Corporation Common Stock (DUK)	0.0	$765k	+35%	7.6k	100.22	View chart
L3harris Technologies Common Stock (LHX)	0.0	$764k	-2%	3.4k	224.58	View chart
Booking Holdings Common Stock (BKNG)	0.0	$763k	NEW	193.00	3955.06	View chart
Progressive Corp Common Stock (PGR)	0.0	$763k	+231%	3.7k	207.71	View chart
Nike Common Stock (NKE)	0.0	$747k	+56%	9.9k	75.70	View chart
American Express Company Common Stock (AXP)	0.0	$746k	NEW	3.2k	231.51	View chart
Air Prods & Chems Common Stock (APD)	0.0	$742k	+20%	2.9k	258.05	View chart
Lam Research Corp Common Stock (LRCX)	0.0	$720k	+192%	675.00	1066.86	View chart
Cvs Health Corporation Common Stock (CVS)	0.0	$719k	+190%	12k	59.06	View chart
Intercontinentalexchangeincom Common Stock (ICE)	0.0	$710k	+46%	5.2k	136.89	View chart
Ishares:brd Usd Hy Cp Bd Etf (USHY)	0.0	$706k	+89%	20k	36.28	View chart
Vanguard Re Idx;etf Etf (VNQ)	0.0	$700k	+69%	8.3k	84.79	View chart
Vanguard Mc Gro;etf Etf (MGK)	0.0	$699k	NEW	2.2k	314.54	View chart
Paychex Common Stock (PAYX)	0.0	$697k	+33%	5.9k	118.56	View chart
Novo-nordisk A S Common Stock (NVO)	0.0	$692k	+25%	4.8k	142.74	View chart
Ishares Inc Msci Mexico Etf Etf (EWW)	0.0	$681k		12k	56.61	View chart
Dow Common Stock (DOW)	0.0	$679k	+25%	13k	53.05	View chart
Ishares:mbs Etf Etf (MBB)	0.0	$664k	+26%	7.2k	91.81	View chart
Spdr S&p Biotech Etf (XBI)	0.0	$661k	-22%	7.1k	92.71	View chart
Spdr Bbg St Hi Yld Bd Etf (SJNK)	0.0	$658k	NEW	26k	24.97	View chart
Bank New York Mellon Corp Common Stock (BK)	0.0	$656k	+49%	11k	59.89	View chart
Amphenol Corp New Cl A Common Stock (APH)	0.0	$654k	+330%	9.7k	67.48	View chart
Moody's Corporation Common Stock (MCO)	0.0	$652k	+49%	1.5k	420.93	View chart
General Motors Company Common Stock (GM)	0.0	$651k	+118%	14k	46.46	View chart
Idexx Laboratories Common Stock (IDXX)	0.0	$650k	NEW	1.3k	487.20	View chart
Jack Henry & Associates Common Stock (JKHY)	0.0	$642k	+23%	3.9k	166.02	View chart
Invesco Etf Tr Ii Pfd Etf Etf (PGX)	0.0	$641k	+14%	56k	11.55	View chart
Target Corp Common Stock (TGT)	0.0	$631k	+98%	4.3k	148.04	View chart
Kkr & Co Common Stock (KKR)	0.0	$630k	+75%	6.0k	105.24	View chart
Ppg Industries Common Stock (PPG)	0.0	$620k	+30%	4.9k	125.89	View chart
Becton, Dickinson And Company Common Stock (BDX)	0.0	$619k	+81%	2.7k	233.71	View chart
Ishares Tr 1 3 Yr Treas Bd Etf (SHY)	0.0	$617k	+30%	7.6k	81.65	View chart
Radnet Common Stock (RDNT)	0.0	$617k	+11%	11k	58.92	View chart
Capital One Financial Corporation Common Stock (COF)	0.0	$615k	+191%	4.4k	138.44	View chart
Targa Resources Corp. Common Stock (TRGP)	0.0	$615k	+29%	4.8k	128.78	View chart
Schwab Str:us Div Eq Etf Etf (SCHD)	0.0	$606k	NEW	7.7k	78.58	View chart
Mckesson Corp Common Stock (MCK)	0.0	$606k	+155%	1.0k	584.67	View chart
Brown & Brown Common Stock (BRO)	0.0	$605k	+114%	6.8k	89.41	View chart
Nuveen Quality Muni Etf (NAD)	0.0	$601k	+162%	51k	11.81	View chart
Western Gas Equity Partners Com Unt Common Stock (WES)	0.0	$595k	NEW	15k	39.73	View chart
Transdigm Group Incorporated Common Stock (TDG)	0.0	$593k	NEW	464.00	1278.11	View chart
Hershey Common Stock (HSY)	0.0	$590k	+81%	3.2k	183.84	View chart
Ft Vi:dw Focus 5 Etf (FV)	0.0	$568k	+7%	9.9k	57.27	View chart
Fordmtrcodelcom Common Stock (F)	0.0	$566k	+40%	45k	12.54	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$565k	+122%	1.2k	468.72	View chart
Nuveen Amt-free Mu Cr I Etf (NVG)	0.0	$559k	+111%	45k	12.54	View chart
Alerian M Etf (AMLP)	0.0	$558k	+94%	12k	47.98	View chart
Spdr S&p Bank Etf Etf (KBE)	0.0	$558k	NEW	12k	46.39	View chart
Bristol-myers Squibb Company Common Stock (BMY)	0.0	$554k	+60%	13k	41.53	View chart
Eaton Vance Ltd Dur Etf (EVV)	0.0	$552k	+229%	57k	9.74	View chart
Spdr S&p 600 Sm Cap Gro Etf (SLYG)	0.0	$548k		6.4k	85.86	View chart
Isharestreafe Sml Cp Etf Etf (SCZ)	0.0	$545k	+23%	8.8k	61.64	View chart
Frst Tr Ii:cloudcomp Etf (SKYY)	0.0	$540k		5.7k	95.53	View chart
Ft Etf Tech Alphadex Etf (FXL)	0.0	$537k	+38%	3.9k	136.26	View chart
BP P.L.C. Common Stock (BP)	0.0	$529k	+101%	15k	36.10	View chart
Micron Technology Common Stock (MU)	0.0	$526k	+123%	4.0k	131.53	View chart
Factset Research Systems Common Stock (FDS)	0.0	$522k	+16%	1.3k	408.32	View chart
Dell Technologies Inc Cl C Common Stock (DELL)	0.0	$517k	+22%	3.7k	137.91	View chart
Mccormick & Company, Incorporated Common Stock (MKC)	0.0	$511k	+16%	7.2k	70.94	View chart
Marathon Petroleum Corporation Common Stock (MPC)	0.0	$510k	+132%	2.9k	173.48	View chart
Ft:ms Dividend Leaders Etf (FDL)	0.0	$504k	NEW	13k	37.93	View chart
Spdr Nuveen Blmbrg Sh Tm Mun Etf (SHM)	0.0	$498k	-62%	11k	47.19	View chart
Nxp Semiconductors Nv Common Stock (NXPI)	0.0	$498k	NEW	1.8k	270.15	View chart
T-mobile Us Common Stock (TMUS)	0.0	$495k	NEW	2.8k	176.18	View chart
Fiserv Common Stock (FI)	0.0	$494k	+68%	3.3k	149.04	View chart
Sel Sector:c Dsc Spdr Etf (XLY)	0.0	$493k	NEW	2.7k	182.38	View chart
Deutsche Boerse Common Stock (DBO)	0.0	$486k	NEW	31k	15.85	View chart
Ishares Tr S&p Sml 600 Gwt Etf (IJT)	0.0	$481k		3.7k	128.45	View chart
Cms Energy Corporation Common Stock (CMS)	0.0	$481k	+13%	8.1k	59.53	View chart
Vaneck:high Yield Muni Etf (HYD)	0.0	$477k	NEW	9.2k	51.65	View chart
Synopsys Common Stock (SNPS)	0.0	$474k	NEW	797.00	595.06	View chart
Wec Energy Group Common Stock (WEC)	0.0	$471k	+14%	6.0k	78.46	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf Etf (VSS)	0.0	$469k		4.0k	117.49	View chart
Microchip Technology Common Stock (MCHP)	0.0	$469k	+86%	5.1k	91.49	View chart
Vanguard World Fds Materials Etf Etf (VAW)	0.0	$462k		2.4k	193.44	View chart
Ishares Tr S&p 500 Grwt Etf Etf (IVW)	0.0	$462k	+13%	5.0k	92.54	View chart
Public Storage Common Stock (PSA)	0.0	$457k	+32%	1.6k	287.65	View chart
Ishares:us Med Dev Etf Etf (IHI)	0.0	$457k		8.2k	56.04	View chart
Crown Castle Common Stock (CCI)	0.0	$457k	+137%	4.7k	97.70	View chart
The Cigna Group Common Stock (CI)	0.0	$456k	NEW	1.4k	330.56	View chart
Ishares:msci Eafe Gro Etf (EFG)	0.0	$455k	+108%	4.4k	102.30	View chart
Keysight Technologies Common Stock (KEYS)	0.0	$453k	+19%	3.3k	136.75	View chart
Ishares:itl Sel Div Etf (IDV)	0.0	$450k	NEW	16k	27.67	View chart
Ecolab Common Stock (ECL)	0.0	$446k	+65%	1.9k	238.58	View chart
Public Service Enterprise Group Incorporated Common Stock (PEG)	0.0	$443k	NEW	6.0k	73.70	View chart
Realty Income Corporation Common Stock (O)	0.0	$441k	+8%	8.3k	52.82	View chart
Norfolk Southern Corporation Common Stock (NSC)	0.0	$440k	+153%	2.1k	214.69	View chart
Clorox Co Del Common Stock (CLX)	0.0	$438k	+13%	3.2k	136.47	View chart
Astrazeneca Common Stock (AZN)	0.0	$438k	NEW	5.6k	77.99	View chart
Wisdomtree:us Mdcp Div Etf (DON)	0.0	$432k		9.2k	46.77	View chart
Aramarkcom Common Stock (ARMK)	0.0	$432k		13k	34.02	View chart
Ft Value Line Dividend Etf (FVD)	0.0	$432k		11k	40.75	View chart
Motorola Solutions Common Stock (MSI)	0.0	$427k	NEW	1.1k	387.02	View chart
3m Company Common Stock (MMM)	0.0	$425k	+66%	4.2k	102.20	View chart
Newmont Corporation Common Stock (NEM)	0.0	$425k	NEW	10k	41.87	View chart
Vanguard Hlth Cr Idx;etf Etf (VHT)	0.0	$424k	+26%	1.6k	266.92	View chart
Vanguard St Trs;etf Etf (VGSH)	0.0	$415k	NEW	7.1k	57.99	View chart
Schwab Str:us Br Mkt Etf Etf (SCHB)	0.0	$409k	NEW	6.5k	63.07	View chart
Ft Adex:financials Adex Etf (FXO)	0.0	$405k	NEW	8.8k	46.29	View chart
The Pnc Financial Services Group Common Stock (PNC)	0.0	$405k	NEW	2.6k	155.46	View chart
Hca Healthcare Common Stock (HCA)	0.0	$403k	NEW	1.3k	321.18	View chart
Simon Property Group Common Stock (SPG)	0.0	$400k	NEW	2.6k	151.82	View chart
Whirlpool Corp Common Stock (WHR)	0.0	$394k	+22%	3.9k	102.20	View chart
Invesco S&p500 Lowvl Etf (SPLV)	0.0	$394k		6.1k	64.95	View chart
Ishares:sel Div Etf (DVY)	0.0	$393k	NEW	3.2k	120.99	View chart
Cadence Design Systems Common Stock (CDNS)	0.0	$392k	NEW	1.3k	307.65	View chart
Lennar Corp Cl A Common Stock (LEN)	0.0	$390k	+79%	2.6k	149.90	View chart
Cme Group Common Stock (CME)	0.0	$384k	NEW	2.0k	196.60	View chart
Ark Etf Tr Next Gnrtn Inter Etf (ARKW)	0.0	$384k	+15%	4.9k	78.04	View chart
Arista Networks Common Stock (ANET)	0.0	$381k	NEW	1.1k	350.48	View chart
Iron Mountain Incorporated Common Stock (IRM)	0.0	$378k	+28%	4.2k	90.24	View chart
Discover Financial Services Common Stock (DFS)	0.0	$377k	+27%	2.9k	130.81	View chart
Martin Marietta Materials Common Stock (MLM)	0.0	$371k	+89%	685.00	541.80	View chart
Oneok Common Stock (OKE)	0.0	$370k	NEW	4.5k	81.55	View chart
Edwards Lifesciences Corporation Common Stock (EW)	0.0	$369k	+40%	4.0k	92.37	View chart
Ft:nyse Arca Biotech Etf (FBT)	0.0	$369k	+45%	2.4k	153.99	View chart
Novartis Common Stock (NVS)	0.0	$367k	-2%	3.5k	106.45	View chart
The Travelers Companies Common Stock (TRV)	0.0	$365k	NEW	1.8k	203.34	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$363k	NEW	6.3k	58.03	View chart
Canadian Pacific Kansas City Common Stock (CP)	0.0	$361k	NEW	4.6k	78.87	View chart
Vulcan Materials Company Common Stock (VMC)	0.0	$361k	NEW	1.5k	248.71	View chart
Vanguard World Fds Inf Tech Etf Etf (VGT)	0.0	$361k	+30%	625.00	577.46	View chart
The Allstate Corporation Common Stock (ALL)	0.0	$360k	NEW	2.2k	160.52	View chart
Invesco Large Cap Growth Etf (PWB)	0.0	$360k	+19%	3.8k	94.45	View chart
Kla Corporation Common Stock (KLAC)	0.0	$359k	NEW	435.00	824.56	View chart
Royal Bank Of Canada Common Stock (RY)	0.0	$358k	+8%	3.4k	106.38	View chart
Metlife Common Stock (MET)	0.0	$353k	NEW	5.0k	70.19	View chart
New Jersey Resources Corporation Common Stock (NJR)	0.0	$352k	+14%	8.1k	43.16	View chart
T. Rowe Price Group Common Stock (TROW)	0.0	$345k	+48%	3.0k	115.31	View chart
The Timken Company Common Stock (TKR)	0.0	$343k	NEW	4.3k	80.13	View chart
Sel Sector:matrls Spdr Etf (XLB)	0.0	$341k	+73%	3.9k	88.31	View chart
United Airlines Holdings Common Stock (UAL)	0.0	$338k	NEW	6.9k	48.66	View chart
The J. M. Smucker Company Common Stock (SJM)	0.0	$337k	NEW	3.1k	109.04	View chart
HP Common Stock (HPQ)	0.0	$336k	NEW	9.5k	35.29	View chart
Hexcelcorpnewcom Common Stock (HXL)	0.0	$335k	+2%	5.4k	62.46	View chart
Citizens Financial Group Common Stock (CFG)	0.0	$334k	NEW	9.3k	36.03	View chart
Prudential Financial Common Stock (PRU)	0.0	$332k	NEW	2.8k	117.20	View chart
Valero Energy Corporation Common Stock (VLO)	0.0	$331k	NEW	2.1k	156.76	View chart
Xcel Energy Common Stock (XEL)	0.0	$330k	+24%	6.1k	53.96	View chart
Constellation Brands Common Stock (STZ)	0.0	$328k	NEW	1.3k	257.34	View chart
Equifax Common Stock (EFX)	0.0	$326k	+45%	1.3k	242.46	View chart
Roper Technologies Common Stock (ROP)	0.0	$323k	NEW	573.00	563.66	View chart
American International Group Common Stock (AIG)	0.0	$323k	NEW	4.3k	74.23	View chart
Vaneck:intermediate Muni Etf (ITM)	0.0	$322k	NEW	7.0k	45.84	View chart
Invesco Building & Cons Etf (PKB)	0.0	$320k	NEW	4.7k	67.81	View chart
Alibaba Group Holding Common Stock (BABA)	0.0	$316k	NEW	4.3k	73.23	View chart
Chart Industries Common Stock (GTLS)	0.0	$315k	NEW	2.2k	144.34	View chart
The Williams Companies Common Stock (WMB)	0.0	$314k	NEW	7.4k	42.50	View chart
Ansys Common Stock (ANSS)	0.0	$311k	+43%	969.00	321.33	View chart
Autozone Common Stock (AZO)	0.0	$311k	NEW	105.00	2964.10	View chart
Dupont De Nemours Common Stock (DD)	0.0	$303k	NEW	3.8k	80.49	View chart
Autodesk Common Stock (ADSK)	0.0	$301k	NEW	1.2k	247.45	View chart
Invesco Water Res Etf (PHO)	0.0	$299k	NEW	4.6k	64.91	View chart
Snap-on Incorporated Common Stock (SNA)	0.0	$296k	NEW	1.1k	261.40	View chart
Schwab Str:us Lg Cap Etf Etf (SCHX)	0.0	$294k	NEW	4.6k	64.29	View chart
Dollar General Corporation Common Stock (DG)	0.0	$293k	+21%	2.2k	132.23	View chart
Nucor Corp Common Stock (NUE)	0.0	$293k	-65%	1.8k	158.60	View chart
Corteva Common Stock (CTVA)	0.0	$292k	+56%	5.4k	53.94	View chart
Ishares:us Utl Etf Etf (IDU)	0.0	$290k	+35%	3.3k	87.89	View chart
Ishares:us Aer&def Etf Etf (ITA)	0.0	$288k	NEW	2.2k	132.05	View chart
Fidelity National Information Services Common Stock (FIS)	0.0	$288k	NEW	3.8k	75.36	View chart
Ametek Common Stock (AME)	0.0	$287k	NEW	1.7k	166.74	View chart
Humana Common Stock (HUM)	0.0	$284k	NEW	759.00	374.44	View chart
Jetblue Airways Corporation Common Stock (JBLU)	0.0	$283k	-3%	47k	6.09	View chart
Ishares:us Bd & Se Etf Etf (IAI)	0.0	$279k		2.4k	116.93	View chart
Fortinet Common Stock (FTNT)	0.0	$277k	NEW	4.6k	60.27	View chart
Cintas Corporation Common Stock (CTAS)	0.0	$276k	NEW	394.00	700.26	View chart
Gartner Common Stock (IT)	0.0	$273k	NEW	608.00	449.06	View chart
Keurig Dr Pepper Common Stock (KDP)	0.0	$272k	NEW	8.1k	33.62	View chart
Rpm International Common Stock (RPM)	0.0	$271k	+5%	2.5k	107.68	View chart
Constellation Energy Corporation. Common Stock (CEG)	0.0	$270k	NEW	1.3k	200.27	View chart
Houlihan Lokey Common Stock (HLI)	0.0	$269k	+18%	2.0k	134.86	View chart
Copart Common Stock (CPRT)	0.0	$268k	NEW	4.9k	54.16	View chart
Yum! Brands Common Stock (YUM)	0.0	$267k	NEW	2.0k	132.47	View chart
Huntington Ingalls Industries Common Stock (HII)	0.0	$266k	NEW	1.1k	246.33	View chart
Gilead Sciences Common Stock (GILD)	0.0	$265k	NEW	3.9k	68.61	View chart
The Hartford Financial Services Group Common Stock (HIG)	0.0	$264k	-6%	2.6k	100.96	View chart
Alps Etf Gr Oshares Us Quality Div Etf (OUSA)	0.0	$264k	-21%	5.3k	49.62	View chart
International Paper Company Common Stock (IP)	0.0	$264k	NEW	6.1k	43.15	View chart
Vanguard World Fds Energy Etf Etf (VDE)	0.0	$263k		2.0k	128.52	View chart
Cummins Common Stock (CMI)	0.0	$262k	NEW	945.00	276.94	View chart
Equinix Common Stock (EQIX)	0.0	$256k	NEW	338.00	756.74	View chart
Spdr S&p Homebuild Etf (XHB)	0.0	$249k		2.5k	101.08	View chart
Ross Stores Common Stock (ROST)	0.0	$249k	NEW	1.7k	145.33	View chart
Sysco Corporation. Common Stock (SYY)	0.0	$248k	NEW	3.5k	71.39	View chart
The Interpublic Group Of Companies Common Stock (IPG)	0.0	$248k	NEW	8.5k	29.09	View chart
Goldman:ab Us Lg Cap Eq Etf (GSLC)	0.0	$247k	+5%	2.3k	106.95	View chart
W.w. Grainger Common Stock (GWW)	0.0	$245k	NEW	272.00	902.24	View chart
Commerce Bancshares Common Stock (CBSH)	0.0	$240k	+13%	4.3k	55.78	View chart
Wolfspeed Common Stock (WOLF)	0.0	$239k	-14%	11k	22.76	View chart
Dine Brands Global Common Stock (DIN)	0.0	$232k	NEW	6.3k	36.71	View chart
Spdr Nuveen Blmbrg Mu Common Stock (TFI)	0.0	$229k		5.0k	45.75	View chart
Ishares:silver Trust Etf (SLV)	0.0	$227k	NEW	8.5k	26.57	View chart
Rhyolite Resources Common Stock (RSPG)	0.0	$227k	NEW	2.8k	80.62	View chart
Domino's Pizza Common Stock (DPZ)	0.0	$225k	NEW	436.00	516.33	View chart
Johnson Controls International Common Stock (JCI)	0.0	$224k	NEW	3.4k	66.84	View chart
The Trade Desk Common Stock (TTD)	0.0	$223k	NEW	2.3k	97.67	View chart
Invesco S&p Gl Wtr Etf (CGW)	0.0	$222k	+7%	4.0k	55.29	View chart
Monster Beverage Corp Common Stock (MNST)	0.0	$221k	+11%	4.4k	49.95	View chart
Te Connectivity Common Stock (TEL)	0.0	$221k	NEW	1.5k	150.45	View chart
Generac Holdings Common Stock (GNRC)	0.0	$219k	NEW	1.7k	132.22	View chart
Quest Diagnostics Incorporated Common Stock (DGX)	0.0	$218k	NEW	1.6k	136.88	View chart
Kinder Morgan Common Stock (KMI)	0.0	$217k	NEW	11k	19.87	View chart
Spdr Bbg Ig Floatng Rate Etf (FLRN)	0.0	$217k	NEW	7.0k	30.85	View chart
Schwab Strategic Tr Emrg Mkteq Etf Etf (SCHE)	0.0	$216k		8.1k	26.60	View chart
Exelon Corporation Common Stock (EXC)	0.0	$214k	NEW	6.2k	34.61	View chart
Eastman Chemical Company Common Stock (EMN)	0.0	$213k	NEW	2.2k	98.78	View chart
A. O. Smith Corporation Common Stock (AOS)	0.0	$213k	NEW	2.6k	81.78	View chart
Host Hotels & Resorts Common Stock (HST)	0.0	$212k	NEW	12k	18.18	View chart
Spdr S&p Oil&gas Exp Etf (XOP)	0.0	$211k	NEW	1.4k	145.50	View chart
Mgm Resorts International Common Stock (MGM)	0.0	$205k	NEW	4.6k	44.44	View chart
Wynn Resorts Common Stock (WYNN)	0.0	$203k	NEW	2.3k	89.51	View chart
Old Republic International Corporation Common Stock (ORI)	0.0	$202k	NEW	6.5k	30.90	View chart
Watsco Common Stock (WSO)	0.0	$202k	NEW	435.00	463.24	View chart
Ishares:0-5 Hy Corp Bd Etf (SHYG)	0.0	$201k		4.8k	42.20	View chart
Corning Incorporated Common Stock (GLW)	0.0	$201k	NEW	5.2k	38.85	View chart
Nuveen S&p 500 Buy-write Inccom Etf (BXMX)	0.0	$168k		12k	13.74	View chart
Huntington Bancshares Incorporated Common Stock (HBAN)	0.0	$148k	NEW	11k	13.33	View chart
Vale Sa Common Stock (VALE)	0.0	$140k	+14%	13k	11.17	View chart
V.f. Corporation Common Stock (VFC)	0.0	$137k	NEW	10k	13.50	View chart
Desktop Metal Common Stock (DM)	0.0	$136k	NEW	33k	4.13	View chart
Valley National Bancorp Common Stock (VLY)	0.0	$136k	NEW	19k	7.09	View chart
Warner Bros Discovery Inc Com Ser A Common Stock (WBD)	0.0	$131k	+70%	18k	7.44	View chart
Medical Properties Trust Common Stock (MPW)	0.0	$116k	+75%	26k	4.46	View chart
Esperion Therapeutics Inc Ne Common Stock (ESPR)	0.0	$73k	+26%	33k	2.22	View chart

Past Filings by Summit Financial

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

Summit Financial 2024 Q2 filed July 31, 2024
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

View all past filings

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