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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 32.88% of Summit Financial's stock portfolio.
Added to shares of these 10 stocks: VOO (+$15M), AVGO (+$14M), META (+$13M), AAPL (+$12M), IVV (+$9.8M), SCHR (+$7.7M), NFLX (+$7.7M), IJH (+$7.1M), MSFT (+$6.6M), SPY (+$6.5M).
Started 71 new stock positions in RS, STPZ, FHLC, PIO, PHYS, SPH, NVT, VEEV, Te Connectivity, RCL.
Reduced shares in these 10 stocks: VTI (-$22M), VUG (-$5.7M), VEU, VOE, SHV, VBR, LLY, ITB, ACN, BIL.
Sold out of its positions in DG, DPZ, EMN, GNRC, HLI, PKB, DBO, SHV, SHYG, MGM. FLRN, XOP, BIL, TFI, SHM, SCHE, VALE, WYNN, TEL.
Summit Financial was a net buyer of stock by $250M.
Summit Financial has $2.6B in assets under management (AUM), dropping by 16.60%.
Central Index Key (CIK): 0001765536

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Portfolio Holdings for Summit Financial

Summit Financial holds 539 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Summit Financial has 539 total positions. Only the first 250 positions are shown.

Sign up to view all of the Summit Financial Sept. 30, 2024 positions
Download the Summit Financial September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tsm Idx;etf Etf (VTI)	16.2	$413M	-5%	1.5M	284.03	View chart
Vanguard Ftse Xus;etf Etf (VEU)	8.0	$204M		3.2M	63.00	View chart
Vanguard Gro Idx;etf Etf (VUG)	3.4	$86M	-6%	224k	383.93	View chart
Chipotle Mexican Grill Common Stock (CMG)	2.7	$69M	+4%	1.2M	57.62	View chart
Vanguard Value Etf Etf (VTV)	2.7	$68M		391k	174.57	View chart
Apple Common Stock (AAPL)	2.3	$60M	+25%	255k	233.00	View chart
Microsoft Corporation Common Stock (MSFT)	2.0	$51M	+14%	119k	430.30	View chart
SPDR S&P 500 Etf (SPY)	2.0	$50M	+15%	87k	575.50	View chart
Vanguard 500 Idx;etf Etf (VOO)	1.6	$42M	+58%	79k	529.31	View chart
Amazon.com Common Stock (AMZN)	1.6	$41M		219k	186.33	View chart
Nvidia Corporation Common Stock (NVDA)	1.4	$37M		305k	121.45	View chart
Vanguard Sc V I;etf Etf (VBR)	1.4	$37M	-5%	182k	200.78	View chart
Ishares:core S&p 500 Etf (IVV)	1.3	$34M	+39%	60k	576.82	View chart
Meta Platforms Common Stock (META)	1.3	$34M	+59%	60k	572.44	View chart
Vanguard Mc V I;etf Etf (VOE)	1.1	$29M	-10%	175k	167.67	View chart
Ishares:core Msci Eafe Etf (IEFA)	1.1	$27M	+3%	344k	78.05	View chart
Vanguard Tax-managed Intlfd Ftse Dev Mkt Etf Etf (VEA)	1.0	$26M	+14%	486k	52.81	View chart
Costco Wholesale Corporation Common Stock (COST)	0.9	$24M	+16%	27k	886.51	View chart
Wheaton Precious Metals Corp. Common Stock (WPM)	0.8	$21M	+11%	344k	61.08	View chart
Ishares:russ 2000 Etf Etf (IWM)	0.7	$19M	+15%	84k	220.89	View chart
Jpmorgan Chase & Co. Common Stock (JPM)	0.7	$18M	+17%	87k	210.86	View chart
Ishares:core Us Agg Bd Etf (AGG)	0.7	$18M	+41%	181k	101.27	View chart
Invesco Qqq Trust 1 Etf (QQQ)	0.6	$17M	+9%	34k	488.74	View chart
Vanguard S-c Id;etf Etf (VB)	0.6	$16M	+19%	69k	237.92	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.6	$16M	+33%	34k	460.26	View chart
Broadcom Common Stock (AVGO)	0.6	$15M	+984%	89k	172.50	View chart
Vanguard Md-cp I;etf Etf (VO)	0.6	$15M	+23%	58k	263.83	View chart
Walmart Common Stock (WMT)	0.6	$15M	+17%	184k	80.75	View chart
Caterpillar Common Stock (CAT)	0.6	$14M	+7%	37k	391.12	View chart
Netflix Common Stock (NFLX)	0.5	$14M	+121%	20k	709.27	View chart
Unitedhealth Group Incorporated Common Stock (UNH)	0.5	$14M	-4%	24k	584.69	View chart
Regeneron Pharmaceuticals Common Stock (REGN)	0.5	$13M	+56%	13k	1051.27	View chart
Vanguard Te Bd I;etf Etf (VTEB)	0.5	$13M	+80%	256k	51.12	View chart
Ishares:russ 1000 Gr Etf (IWF)	0.5	$13M	+9%	35k	375.38	View chart
Ishares:core Msci Emmkts Etf (IEMG)	0.5	$13M	+9%	228k	57.41	View chart
Ishares:natl Muni Bond Etf (MUB)	0.5	$13M	+28%	119k	108.63	View chart
Ishares:20 Trs Bd Etf Etf (TLT)	0.5	$13M	-7%	130k	98.10	View chart
Ishares:core S&p Md-cp Etf (IJH)	0.5	$12M	+143%	192k	62.32	View chart
Vanguard Em St I;etf Etf (VWO)	0.5	$12M		243k	47.85	View chart
Spdr Ptf S&p 500 Growth Etf (SPYG)	0.5	$12M	+21%	139k	82.94	View chart
Diamondback Energy Common Stock (FANG)	0.4	$12M	+17%	67k	172.40	View chart
Visa Common Stock (V)	0.4	$11M	+15%	38k	274.95	View chart
Ishares:1-5 Ig Corp Bd Etf (IGSB)	0.4	$11M	+32%	199k	52.66	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.4	$10M	+10%	88k	117.22	View chart
Spdr Ptf S&p 500 Value Etf (SPYV)	0.4	$10M	+29%	188k	52.86	View chart
Ishares:core S&p Tot Usm Etf (ITOT)	0.4	$9.8M	+36%	78k	125.62	View chart
Sel Sector:indust Spdr Etf (XLI)	0.4	$9.7M	+15%	72k	135.44	View chart
Vanguard Int Crp Bd;etf Etf (VCIT)	0.4	$9.6M	+68%	115k	83.75	View chart
Schwab Str:fund Intl Eq Etf (FNDF)	0.4	$9.3M	+2%	250k	37.37	View chart
Ishares:7-10 Trs Bd Etf (IEF)	0.4	$9.3M		95k	98.12	View chart
Ishares:russ 1000 Vl Etf Etf (IWD)	0.4	$9.1M		48k	189.80	View chart
Merck & Co Common Stock (MRK)	0.3	$8.7M	+85%	76k	114.32	View chart
Ishares:core Tot Usd Bd Etf (IUSB)	0.3	$8.7M	-4%	184k	47.12	View chart
United Rentals Common Stock (URI)	0.3	$8.6M	+9%	11k	809.70	View chart
Vanguard Hi Dv Yld;etf Etf (VYM)	0.3	$8.4M	+3%	66k	128.20	View chart
The Home Depot Common Stock (HD)	0.3	$8.3M	+14%	21k	405.19	View chart
Abbvie Common Stock (ABBV)	0.3	$7.9M	+4%	40k	197.48	View chart
Invesco S&p500 Ewght Etf (RSP)	0.3	$7.8M	+3%	43k	179.16	View chart
Schwab Str:it Us Tr Etf Etf (SCHR)	0.3	$7.7M	NEW	152k	50.60	View chart
Alphabet Common Stock (GOOG)	0.3	$7.6M	+14%	45k	167.19	View chart
Draftkings Common Stock (DKNG)	0.3	$7.2M	+2%	183k	39.20	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$7.1M	+12%	44k	162.06	View chart
Ishares:iboxx $ig Corp Etf (LQD)	0.3	$7.0M		62k	112.98	View chart
Sel Sector:tech Spdr Etf (XLK)	0.3	$7.0M	+49%	31k	225.76	View chart
Ishares:0-5 Ig Corp Bd Etf (SLQD)	0.3	$6.9M	+51%	138k	50.43	View chart
Vanguard Tot Bd;etf Etf (BND)	0.3	$6.9M	-4%	92k	75.11	View chart
Tesla Common Stock (TSLA)	0.3	$6.7M	+11%	26k	261.63	View chart
Spdr Gold Etf (GLD)	0.3	$6.7M	+12%	28k	243.06	View chart
Vanguard Div A I;etf Etf (VIG)	0.3	$6.5M	+117%	33k	198.90	View chart
Nextera Energy Common Stock (NEE)	0.3	$6.5M	+11%	77k	84.53	View chart
The Coca-cola Company Common Stock (KO)	0.2	$6.3M	+4%	88k	72.34	View chart
Ishares:core S&p Sm-cp Etf (IJR)	0.2	$6.3M	+106%	54k	116.96	View chart
The Procter & Gamble Company Common Stock (PG)	0.2	$6.3M	+6%	36k	173.20	View chart
Oracle Corporation Common Stock (ORCL)	0.2	$6.3M	+10%	37k	170.40	View chart
Sel Sector:energy Spdr Etf (XLE)	0.2	$6.2M	+7%	70k	87.80	View chart
Honeywell International Incorporation Common Stock (HON)	0.2	$6.1M	+12%	30k	206.71	View chart
S&p Global Common Stock (SPGI)	0.2	$6.0M		12k	516.64	View chart
Eli Lilly And Company Common Stock (LLY)	0.2	$5.7M	-22%	6.5k	885.96	View chart
Abbott Laboratories Common Stock (ABT)	0.2	$5.7M	+7%	50k	114.01	View chart
Spdr Int Tm Corp Bond Etf Etf (SPIB)	0.2	$5.6M	+110%	167k	33.71	View chart
Schwab Str:us Tips Etf (SCHP)	0.2	$5.6M	+395%	104k	53.63	View chart
The Sherwin-williams Company Common Stock (SHW)	0.2	$5.6M		15k	381.67	View chart
Ishares:russ 2000 Gr Etf (IWO)	0.2	$5.5M	+2%	20k	284.00	View chart
Ishares:core Msci Tis Etf (IXUS)	0.2	$5.4M		74k	72.63	View chart
Mcdonald's Corporation Common Stock (MCD)	0.2	$5.3M	-3%	18k	304.51	View chart
Advanced Micro Devices Common Stock (AMD)	0.2	$5.3M	+9%	32k	164.08	View chart
Salesforce Common Stock (CRM)	0.2	$5.3M		19k	274.11	View chart
Schwab Str:us Lc Gro Etf Etf (SCHG)	0.2	$5.2M	+2%	50k	104.18	View chart
Morgan Stanley Common Stock (MS)	0.2	$5.2M	+6%	49k	104.24	View chart
Ishares:russ Mc Val Etf (IWS)	0.2	$5.1M		39k	132.25	View chart
Mercadolibre Common Stock (MELI)	0.2	$5.0M	+12%	2.4k	2052.11	View chart
Schwab Str:us Lc Val Etf Etf (SCHV)	0.2	$5.0M	-4%	62k	80.37	View chart
Cyberark Software Common Stock (CYBR)	0.2	$4.9M	+8%	17k	291.61	View chart
Taiwan Semiconductor Manufacturing Common Stock (TSM)	0.2	$4.9M	+12%	28k	174.26	View chart
Accenture Public Limited Company Common Stock (ACN)	0.2	$4.7M	-20%	13k	353.49	View chart
Automatic Data Processing Common Stock (ADP)	0.2	$4.7M		17k	278.13	View chart
Mastercard Incorporated. Common Stock (MA)	0.2	$4.7M	+19%	9.5k	493.82	View chart
The Southern Company Common Stock (SO)	0.2	$4.6M		51k	90.18	View chart
Blackrock Common Stock (BLK)	0.2	$4.6M		4.8k	949.52	View chart
Spdr S&p Midcap 400 Etf (MDY)	0.2	$4.6M	+28%	8.0k	571.26	View chart
Chubb Common Stock (CB)	0.2	$4.5M	+10%	16k	289.31	View chart
Sel Sector:h Care Spdr Etf (XLV)	0.2	$4.4M	+67%	29k	154.02	View chart
General Motors Company Common Stock (GM)	0.2	$4.3M	+579%	95k	44.84	View chart
Schwab Str:us Lg Cap Etf Etf (SCHX)	0.2	$4.2M	+1268%	63k	67.85	View chart
Seabridge Gold Common Stock (SA)	0.2	$4.2M		251k	16.79	View chart
Union Pacific Corporation Common Stock (UNP)	0.2	$4.2M	-9%	17k	246.48	View chart
Analog Devices Common Stock (ADI)	0.2	$4.1M	+8%	18k	230.16	View chart
Texas Instruments Incorporated Common Stock (TXN)	0.2	$4.1M	+10%	20k	206.57	View chart
Vanguard Int-t B;etf Etf (BIV)	0.2	$4.1M	+3%	52k	78.37	View chart
Starbucks Corporation Common Stock (SBUX)	0.2	$3.9M	+22%	40k	97.49	View chart
Linde Public Limited Company Common Stock (LIN)	0.2	$3.9M	+4%	8.1k	476.86	View chart
Sunoco Unt Common Stock (SUN)	0.1	$3.8M	NEW	71k	53.68	View chart
Spdr Bbg High Yield Bd Etf (JNK)	0.1	$3.8M	+2%	39k	97.79	View chart
Spdr S&p Global Ntrl Res Etf (GNR)	0.1	$3.8M	-2%	66k	57.67	View chart
Ishares:msci Eafe Etf (EFA)	0.1	$3.8M	+5%	45k	83.63	View chart
Vanguard St Corp Bd;etf Etf (VCSH)	0.1	$3.8M	+68%	48k	79.42	View chart
The Tjx Companies Common Stock (TJX)	0.1	$3.6M	+7%	31k	117.54	View chart
United Parcel Service Common Stock (UPS)	0.1	$3.5M	+28%	26k	136.34	View chart
Western Gas Equity Partners Com Unt Common Stock (WES)	0.1	$3.5M	+511%	92k	38.26	View chart
O'reilly Automotive Common Stock (ORLY)	0.1	$3.5M	+25%	3.0k	1151.60	View chart
Ishares:pref And Inc Sec Etf (PFF)	0.1	$3.5M	+164%	104k	33.23	View chart
Ishares:russ Mc Gr Etf (IWP)	0.1	$3.4M	+6%	29k	117.29	View chart
Energy Transfer Unt Common Stock (ET)	0.1	$3.4M	+6%	209k	16.05	View chart
Thermo Fisher Scientific Incorporated Common Stock (TMO)	0.1	$3.4M	+14%	5.4k	618.89	View chart
Commerce Bancshares Common Stock (CBSH)	0.1	$3.4M	+1211%	57k	59.40	View chart
Sel Sector:finl S Spdr Etf (XLF)	0.1	$3.3M	+41%	73k	45.32	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$3.2M	+8%	6.6k	491.23	View chart
Sel Sector:util Spdr Etf (XLU)	0.1	$3.2M	+127%	40k	80.78	View chart
At&t Common Stock (T)	0.1	$3.2M	+33%	146k	22.00	View chart
Ishares:tips Bd Etf Etf (TIP)	0.1	$3.2M	+118%	29k	110.47	View chart
Pepsico Common Stock (PEP)	0.1	$3.1M	+5%	19k	170.05	View chart
International Business Machines Corporation Common Stock (IBM)	0.1	$3.1M	+54%	14k	221.08	View chart
Vanguard Ext Mi;etf Etf (VXF)	0.1	$3.1M	NEW	17k	182.48	View chart
Vanguard Tot I S;etf Etf (VXUS)	0.1	$3.1M	+10%	47k	64.74	View chart
Sel Sector:c Stp Spdr Etf (XLP)	0.1	$3.0M	+26%	36k	83.00	View chart
Ishares:core S&p Us Val Etf (IUSV)	0.1	$3.0M		32k	95.49	View chart
Trane Technologies Common Stock (TT)	0.1	$3.0M	+2%	7.7k	388.71	View chart
Spdr Dow Jones Indus Avg Etf (DIA)	0.1	$3.0M	+7%	7.1k	424.38	View chart
American Tower Corporation Common Stock (AMT)	0.1	$3.0M		13k	232.56	View chart
Ameriprise Financial Common Stock (AMP)	0.1	$2.9M		6.3k	469.81	View chart
Ishares:s&p 100 Etf (OEF)	0.1	$2.9M	+2%	11k	276.76	View chart
Ishares:msci Gl Mv Fctr Etf (ACWV)	0.1	$2.9M		25k	114.53	View chart
Parker-hannifin Corporation Common Stock (PH)	0.1	$2.9M		4.6k	631.86	View chart
The Walt Disney Company Common Stock (DIS)	0.1	$2.9M	+42%	30k	96.19	View chart
Cisco Systems Common Stock (CSCO)	0.1	$2.8M	+2%	53k	53.22	View chart
Marsh & Mclennan Companies Common Stock (MMC)	0.1	$2.8M	+2%	13k	223.10	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$2.8M	+9%	8.1k	341.80	View chart
Amgen Common Stock (AMGN)	0.1	$2.8M	+39%	8.5k	322.21	View chart
Invesco F R Us 1k Etf (PRF)	0.1	$2.7M	+18%	68k	40.63	View chart
Lowe's Companies Common Stock (LOW)	0.1	$2.7M	+9%	10k	270.85	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.1	$2.7M		9.6k	280.47	View chart
Applied Materials Common Stock (AMAT)	0.1	$2.7M	+5%	13k	202.06	View chart
Prologis Common Stock (PLD)	0.1	$2.7M	+3%	21k	126.28	View chart
Lockheed Martin Corporation Common Stock (LMT)	0.1	$2.6M	+30%	4.5k	584.56	View chart
Stryker Corporation Common Stock (SYK)	0.1	$2.6M		7.3k	362.04	View chart
Phillips 66 Common Stock (PSX)	0.1	$2.6M	-21%	20k	131.45	View chart
Vanguard Index Fds Sml Cp Grw Etf Etf (VBK)	0.1	$2.6M	+12%	9.6k	267.36	View chart
Global Mofy Ai Common Stock (SPEM)	0.1	$2.5M	+5%	61k	41.28	View chart
Conocophillips Common Stock (COP)	0.1	$2.5M	+5%	24k	105.28	View chart
The Williams Companies Common Stock (WMB)	0.1	$2.5M	+638%	55k	45.65	View chart
Freeport-mcmoran Common Stock (FCX)	0.1	$2.4M	-2%	49k	49.92	View chart
Fidelity Msci Info Tech Etf (FTEC)	0.1	$2.4M	NEW	14k	174.50	View chart
Danaher Corporation Common Stock (DHR)	0.1	$2.3M	+4%	8.4k	278.27	View chart
Ishares:cr Msci Intl Dm Etf (IDEV)	0.1	$2.3M	-4%	33k	70.83	View chart
Wisdomtree:flt Rate Trs Etf (USFR)	0.1	$2.3M	+5%	46k	50.22	View chart
Republic Services Common Stock (RSG)	0.1	$2.3M	+3%	11k	200.84	View chart
Chevron Corporation Common Stock (CVX)	0.1	$2.2M	+33%	15k	147.27	View chart
Cboe Global Markets Common Stock (CBOE)	0.1	$2.2M	-14%	11k	204.87	View chart
Intuit Common Stock (INTU)	0.1	$2.2M	+8%	3.6k	621.06	View chart
Verizon Communications Common Stock (VZ)	0.1	$2.2M	+22%	49k	44.91	View chart
Zoetis Common Stock (ZTS)	0.1	$2.2M	+8%	11k	195.39	View chart
Boston Scientific Corporation Common Stock (BSX)	0.1	$2.2M	+2%	26k	83.80	View chart
Aflac Incorporated Common Stock (AFL)	0.1	$2.1M	+26%	19k	111.80	View chart
American Electric Power Company Common Stock (AEP)	0.1	$2.1M	+2%	20k	102.60	View chart
Ishares:msci India Etf (INDA)	0.1	$2.1M	+4%	35k	58.53	View chart
Ishares:s&p Sc 600 Val Etf (IJS)	0.1	$2.1M	-4%	19k	107.66	View chart
Marriott International Common Stock (MAR)	0.1	$2.1M	-20%	8.3k	248.59	View chart
The Charles Schwab Corporation Common Stock (SCHW)	0.1	$2.0M	+15%	32k	64.81	View chart
Cameco Corporation Common Stock (CCJ)	0.1	$2.0M	+6%	42k	47.76	View chart
Ishares:russ 2000 Vl Etf Etf (IWN)	0.1	$2.0M	-4%	12k	166.83	View chart
Vanguard Ftsexussc;etf Etf (VSS)	0.1	$2.0M	+293%	16k	125.96	View chart
Vanguard Lg-cp I;etf Etf (VV)	0.1	$2.0M	+59%	7.5k	264.09	View chart
Ft Iv:enhanced Short Mat Etf (FTSM)	0.1	$1.9M		32k	60.12	View chart
Adobe Common Stock (ADBE)	0.1	$1.9M	+11%	3.7k	517.71	View chart
Schwab Str:us Md Cp Etf Etf (SCHM)	0.1	$1.9M	+93%	23k	83.09	View chart
Constellation Energy Corporation. Common Stock (CEG)	0.1	$1.9M	+428%	7.1k	260.00	View chart
Ishares:russ 1000 Etf Etf (IWB)	0.1	$1.8M	+2%	5.7k	314.39	View chart
Deere & Company Common Stock (DE)	0.1	$1.8M	+9%	4.2k	418.82	View chart
Eog Resources Common Stock (EOG)	0.1	$1.8M		14k	122.93	View chart
Blackstone Common Stock (BX)	0.1	$1.8M	+58%	12k	153.13	View chart
Crh Public Limited Company Common Stock (CRH)	0.1	$1.7M		19k	92.74	View chart
Workday Common Stock (WDAY)	0.1	$1.7M		7.0k	244.39	View chart
Bank Of America Corporation Common Stock (BAC)	0.1	$1.7M		43k	39.68	View chart
Vaneck:gold Miners Etf (GDX)	0.1	$1.6M		41k	39.82	View chart
Servicenow Common Stock (NOW)	0.1	$1.6M	+12%	1.8k	894.39	View chart
Vanguard Infotch Idx;etf Etf (VGT)	0.1	$1.6M	+333%	2.7k	587.40	View chart
Kb Home Common Stock (KBH)	0.1	$1.6M		19k	85.69	View chart
Altria Group Common Stock (MO)	0.1	$1.6M	+29%	30k	52.05	View chart
Spotify Technology Sa Common Stock (SPOT)	0.1	$1.6M	+4%	4.2k	368.49	View chart
Uber Technologies Common Stock (UBER)	0.1	$1.6M	+8%	21k	75.16	View chart
General Electric Company Common Stock (GE)	0.1	$1.6M	+40%	8.2k	188.86	View chart
The Boeing Company Common Stock (BA)	0.1	$1.5M	+2%	10k	152.04	View chart
Northrop Grumman Corporation Common Stock (NOC)	0.1	$1.5M	-11%	2.9k	528.07	View chart
Regions Financial Corporation Common Stock (RF)	0.1	$1.5M	-13%	65k	23.58	View chart
Ft Iii:pfd Sec & Inc Etf (FPE)	0.1	$1.5M	+58%	84k	18.10	View chart
Church & Dwight Common Stock (CHD)	0.1	$1.5M	-4%	15k	104.72	View chart
Mondelez International Common Stock (MDLZ)	0.1	$1.5M	+9%	20k	74.14	View chart
Vaneck:jpm Em Lc Bond Etf (EMLC)	0.1	$1.5M	+12%	59k	25.40	View chart
Ishares:jpm Usd Em Bd Etf (EMB)	0.1	$1.5M	+10%	16k	93.58	View chart
Ishares:msci Japan Etf (EWJ)	0.1	$1.5M	+4%	21k	71.54	View chart
Schwab Str:us Br Mkt Etf Etf (SCHB)	0.1	$1.5M	+242%	22k	66.52	View chart
Ishares:brd Usd Ig Cp Bd Etf (USIG)	0.1	$1.5M	-12%	28k	52.58	View chart
Kraneshs:csi China Intrt Etf (KWEB)	0.1	$1.5M	-5%	43k	34.02	View chart
American Express Company Common Stock (AXP)	0.1	$1.4M	+61%	5.2k	271.18	View chart
Colgate-palmolive Company Common Stock (CL)	0.1	$1.4M	+32%	13k	103.81	View chart
The Goldman Sachs Group Common Stock (GS)	0.1	$1.4M	-2%	2.8k	495.08	View chart
Verisk Analytics Common Stock (VRSK)	0.1	$1.4M	+2%	5.1k	267.95	View chart
Ishares:msci Usa Mvf Etf (USMV)	0.1	$1.4M	+11%	15k	91.31	View chart
Ft:capital Strength Etf (FTCS)	0.1	$1.4M		15k	90.80	View chart
Shake Shack Common Stock (SHAK)	0.1	$1.3M		13k	103.21	View chart
Jefferies Financial Group Common Stock (JEF)	0.1	$1.3M		22k	61.55	View chart
Ishares:iboxx $hy Corp Etf (HYG)	0.1	$1.3M	-7%	17k	80.30	View chart
Philip Morris International Common Stock (PM)	0.1	$1.3M	+4%	11k	122.74	View chart
Wells Fargo & Company Common Stock (WFC)	0.1	$1.3M		23k	56.49	View chart
Idexx Laboratories Common Stock (IDXX)	0.1	$1.3M	+89%	2.5k	505.21	View chart
Vanguard Util Indx;etf Etf (VPU)	0.0	$1.3M	+5%	7.2k	175.35	View chart
Booking Holdings Common Stock (BKNG)	0.0	$1.3M	+55%	300.00	4207.71	View chart
Omega Healthcare Investors Common Stock (OHI)	0.0	$1.2M		31k	40.70	View chart
Ishares:s&p 500 Val Etf (IVE)	0.0	$1.2M	-7%	6.3k	197.17	View chart
American Water Works Company Common Stock (AWK)	0.0	$1.2M		8.3k	146.24	View chart
Asml Holding Nv Common Stock (ASML)	0.0	$1.2M	+12%	1.4k	833.50	View chart
Medtronic Public Limited Company Common Stock (MDT)	0.0	$1.2M	+7%	13k	90.73	View chart
Spdr S&p Dividend Etf (SDY)	0.0	$1.2M		8.2k	142.03	View chart
Intel Corporation Common Stock (INTC)	0.0	$1.1M		49k	23.46	View chart
W.p. Carey Common Stock (WPC)	0.0	$1.1M	-15%	18k	63.17	View chart
Pimco Etf:1-5 Yr Us Tips Etf (STPZ)	0.0	$1.1M	NEW	21k	52.82	View chart
Schwab Strategic Tr Us Sml Cap Etf Etf (SCHA)	0.0	$1.1M	+8%	22k	51.50	View chart
Rockwell Automation Common Stock (ROK)	0.0	$1.1M		4.2k	268.46	View chart
Spdr S&p Aero&def Etf (XAR)	0.0	$1.1M	+4%	7.1k	157.34	View chart
Delta Air Lines Common Stock (DAL)	0.0	$1.1M		22k	50.79	View chart
Ft Iv:low Dur Opptys Etf (LMBS)	0.0	$1.1M	NEW	22k	49.41	View chart
The Progressive Corporation Common Stock (PGR)	0.0	$1.1M	+18%	4.3k	253.76	View chart
Ishares:core 1-5y Usd Bd Etf (ISTB)	0.0	$1.1M	-36%	23k	48.68	View chart
Vanguard St Ipsi;etf Etf (VTIP)	0.0	$1.1M	+7%	22k	49.31	View chart
General Dynamics Corporation Common Stock (GD)	0.0	$1.1M		3.6k	302.18	View chart
Spdr S&p 600 Sm Cap Val Etf (SLYV)	0.0	$1.1M	+3%	13k	86.82	View chart
Cheniere Energy Common Stock (LNG)	0.0	$1.1M		6.0k	179.85	View chart
Ishares:msci Usa Qf Etf (QUAL)	0.0	$1.1M	NEW	5.9k	179.30	View chart
Ishares:s&p Mc 400 Gro Etf (IJK)	0.0	$1.0M		11k	91.93	View chart
Dover Corporation Common Stock (DOV)	0.0	$1.0M	NEW	5.4k	191.74	View chart

Past Filings by Summit Financial

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

Summit Financial 2024 Q3 filed Nov. 12, 2024
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

View all past filings

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