Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 46.48% of Summit Financial's stock portfolio.
Added to shares of these 10 stocks: SPY (+$9.8M), FANG (+$6.3M), META (+$5.2M), QQQ, WMT, SPIB, SHM, VTEB, SPYV, WDAY.
Started 37 new stock positions in PGR, XHB, AKAM, LRCX, MCK, ANSS, ACGL, EXPD, CELH, LEN.
Reduced shares in these 10 stocks: YUM (-$14M), RSP, SHV, XOM, ABBV, MS, CMG, Horizon Therapeutics, SHY, TLT.
Sold out of its positions in Aquabounty Technologies, Canopy Gro, CTVA, HYLB, DHI, EW, EVRI, GNRC, GPRE, IUSG. SHV, MET.PA, PYPL, SQQQ, SE, XLRE, DXJ, Horizon Therapeutics.
Summit Financial was a net buyer of stock by $25M.
Summit Financial has $1.5B in assets under management (AUM), dropping by 13.00%.
Central Index Key (CIK): 0001765536

Tip: Access up to 7 years of quarterly data

Positions held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Summit Financial

Summit Financial holds 351 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt Etf (VTI)	24.6	$376M		1.6M	237.22	View chart
Vanguard Intl Equity Index F Allwrld Ex Us Etf (VEU)	12.2	$186M		3.3M	56.14	View chart
Vanguard Index Fds Growth Etf Etf (VUG)	3.8	$57M		185k	310.88	View chart
Chipotle Mexican Grill Common Stock (CMG)	3.4	$52M	-3%	23k	2286.91	View chart
Vanguard Index Fds Value Etf Etf (VTV)	2.6	$40M		268k	149.50	View chart
Vanguard Index Fds Sm Cp Val Etf Etf (VBR)	2.3	$35M		194k	179.97	View chart
Spdr S&p 500 Etf Trtr Unit Etf (SPY)	2.2	$33M	+42%	70k	477.21	View chart
Apple Common Stock (AAPL)	2.1	$33M	+3%	169k	192.53	View chart
Vanguard Index Fds Mcapvlidxvip Etf (VOE)	1.9	$29M		198k	145.01	View chart
Amazon Common Stock (AMZN)	1.6	$25M	+8%	163k	151.94	View chart
Microsoft Corpcom Common Stock (MSFT)	1.6	$24M	+3%	64k	376.04	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.3	$20M	-4%	41k	477.63	View chart
Vanguard Index Fdss&p 500 Etf Etf (VOO)	1.1	$17M	+6%	38k	436.80	View chart
Nvidia Corporation Common Stock (NVDA)	0.9	$14M		28k	495.22	View chart
Costco Whsl Corp Common Stock (COST)	0.9	$14M	+8%	20k	675.17	View chart
Vanguard Tax-managed Intlfd Ftse Dev Mkt Etf Etf (VEA)	0.8	$12M	+6%	259k	47.90	View chart
Vanguard Index Fds Small Cp Etf Etf (VB)	0.7	$11M	+3%	52k	213.33	View chart
Unitedhealth Group Nc Common Stock (UNH)	0.7	$11M	+3%	20k	526.46	View chart
Meta Platforms Common Stock (META)	0.7	$10M	+109%	28k	353.96	View chart
Broadcom Common Stock (AVGO)	0.6	$9.7M	+4%	8.7k	1116.19	View chart
Boeing Common Stock (BA)	0.6	$9.7M	+12%	37k	260.66	View chart
Invesco Qqq Trust 1 Etf (QQQ)	0.6	$9.4M	+54%	23k	409.73	View chart
Vanguard Index Fds Mid Cap Etf Etf (VO)	0.6	$9.1M	+2%	39k	232.64	View chart
Wheaton Precious Metals Corp Common Stock (WPM)	0.5	$8.3M	+11%	168k	49.34	View chart
Schwab Strategic T Rschwb Fdt Intlg Etf (FNDF)	0.5	$8.2M		245k	33.73	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.5	$7.5M	+2%	44k	170.10	View chart
Diamondback Energy Common Stock (FANG)	0.5	$7.5M	+507%	48k	155.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Etf (VWO)	0.5	$7.5M	+5%	182k	41.10	View chart
Regeneron Pharmaceuticals Common Stock (REGN)	0.5	$7.0M	+25%	8.0k	878.33	View chart
Ishares Tr Core Total Usd Etf (IUSB)	0.5	$6.9M	+20%	150k	46.07	View chart
Ishares Tr 20 Yr Tr Bd Etf Etf (TLT)	0.4	$6.8M	-17%	68k	98.88	View chart
Selectsector Spdr Trsbi Int-inds Etf (XLI)	0.4	$6.7M		58k	113.99	View chart
Isharestrcore S&p Ttl Stk Etf (ITOT)	0.4	$6.4M		61k	105.23	View chart
Walmart Common Stock (WMT)	0.4	$5.8M	+91%	37k	158.20	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	0.4	$5.7M	+3%	16k	356.66	View chart
Biomarin Pharmaceutical Common Stock (BMRN)	0.4	$5.6M	-8%	59k	96.42	View chart
Tesla Inccom Common Stock (TSLA)	0.4	$5.6M	-3%	23k	248.47	View chart
Invesco S&p500 Ewght Etf (RSP)	0.4	$5.4M	-42%	34k	157.80	View chart
Vanguard Whitehall Fds High Div Yld Etf (VYM)	0.4	$5.4M		49k	111.63	View chart
Isharestrcoremsci Eafe Etf (IEFA)	0.4	$5.4M		76k	70.35	View chart
Visa Inccom Cl A Common Stock (V)	0.3	$5.3M	+6%	21k	260.35	View chart
Ishares Tr 0-5yr Invt Gr Cp Etf (SLQD)	0.3	$5.3M		108k	49.20	View chart
Spdr Ptf S&p 500 Value Etf (SPYV)	0.3	$5.2M	+62%	112k	46.63	View chart
Spdrsertrprtflo S&p500 Gw Etf (SPYG)	0.3	$5.2M	+37%	80k	65.06	View chart
Ishares Rus 1000 Grw Etf Etf (IWF)	0.3	$5.0M	-4%	17k	303.17	View chart
Ishares Rus 1000 Val Etf Etf (IWD)	0.3	$5.0M	-2%	30k	165.25	View chart
Ishares Tr Core Msci Total Etf (IXUS)	0.3	$4.8M		75k	64.93	View chart
United Rentals Common Stock (URI)	0.3	$4.6M	+8%	8.0k	573.42	View chart
Schwab Strategic Tr Us Lcap Gr Etf Etf (SCHG)	0.3	$4.4M		53k	82.98	View chart
Schwab Strategic Tr Us Lcap Va Etf Etf (SCHV)	0.3	$4.4M		62k	70.10	View chart
Vanguardbd Index Fdstotal Bnd Mrkt Etf (BND)	0.3	$4.1M	+24%	56k	73.55	View chart
Alphabetinccapstkclc Common Stock (GOOG)	0.3	$4.0M		28k	140.93	View chart
Homedepotinccom Common Stock (HD)	0.3	$4.0M		11k	346.54	View chart
Exxon Mobil Corp Common Stock (XOM)	0.3	$3.9M	-46%	39k	99.98	View chart
Isharestrcore S&p Mcp Etf Etf (IJH)	0.3	$3.9M	-7%	14k	277.14	View chart
Spdr Index Shs Fd Sglb Nat Resrce Etf (GNR)	0.3	$3.9M	+2%	68k	56.65	View chart
Spdr Gold Trgold Etf (GLD)	0.2	$3.8M	+2%	20k	191.17	View chart
Workday Common Stock (WDAY)	0.2	$3.6M	+118%	13k	276.05	View chart
Honeywellintlinccom Common Stock (HON)	0.2	$3.5M		17k	209.70	View chart
Advanced Micro Devices Common Stock (AMD)	0.2	$3.4M	-6%	23k	147.41	View chart
Ishares Tr Core Us Aggbd Et Etf (AGG)	0.2	$3.3M		33k	99.25	View chart
Accenture Plc Ireland Shs Class A Common Stock (ACN)	0.2	$3.3M		9.3k	350.91	View chart
Procter And Gamble Common Stock (PG)	0.2	$3.3M		22k	146.54	View chart
Ishares 7-10 Yr Trsy Bd Etf (IEF)	0.2	$3.3M	-3%	34k	96.39	View chart
Caterpillarinccom Common Stock (CAT)	0.2	$3.2M	+26%	11k	295.68	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$3.2M	-5%	20k	156.74	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd Etf (VCSH)	0.2	$3.1M	-12%	40k	77.37	View chart
Seabridge Gold Common Stock (SA)	0.2	$3.0M		251k	12.13	View chart
Mercadolibre Common Stock (MELI)	0.2	$3.0M	+29%	1.9k	1571.19	View chart
Ishares Russell 2000etf Etf (IWM)	0.2	$3.0M	+97%	15k	200.72	View chart
Nextera Energy Inccom Common Stock (NEE)	0.2	$2.9M		49k	60.74	View chart
Abbott Labs Common Stock (ABT)	0.2	$2.9M		27k	110.07	View chart
Vanguard Mun Bd Fds Tax Exempt Bd Etf (VTEB)	0.2	$2.9M	+338%	57k	51.05	View chart
Isharestrnational Mun Etf Etf (MUB)	0.2	$2.9M	-4%	27k	108.41	View chart
Uber Technologies Common Stock (UBER)	0.2	$2.8M	+150%	45k	61.57	View chart
Mcdonalds Corpcom Common Stock (MCD)	0.2	$2.8M	-5%	9.3k	296.50	View chart
Intelcorpcom Common Stock (INTC)	0.2	$2.7M	+13%	54k	50.25	View chart
Union Pac Corpcom Common Stock (UNP)	0.2	$2.7M		11k	245.62	View chart
Ishares Tr Core S&p Us Vlu Etf (IUSV)	0.2	$2.7M	+10%	32k	84.33	View chart
Morgan Stanley Common Stock (MS)	0.2	$2.6M	-44%	28k	93.25	View chart
Sel Sector:energy Spdr Etf (XLE)	0.2	$2.6M		31k	83.84	View chart
Automatic Data Processing Common Stock (ADP)	0.2	$2.6M	+4%	11k	234.38	View chart
Texas Instrs Inccom Common Stock (TXN)	0.2	$2.6M	-31%	15k	170.46	View chart
Coca Cola Common Stock (KO)	0.2	$2.6M	-3%	43k	58.93	View chart
Ishares Inc Msci Gbl Min Vol Etf (ACWV)	0.2	$2.5M		25k	100.35	View chart
Merck & Co Inccom Common Stock (MRK)	0.2	$2.5M	+14%	22k	109.73	View chart
Salesforce Common Stock (CRM)	0.2	$2.5M	+8%	9.3k	263.14	View chart
Abbvie Common Stock (ABBV)	0.2	$2.5M	-47%	16k	154.97	View chart
Spdr Portfolio Intrmd Etf (SPIB)	0.2	$2.4M	NEW	74k	32.83	View chart
Ishares:s&p 100 Etf (OEF)	0.2	$2.3M		11k	223.39	View chart
Ishares Inc Core Msci Emkt Etf (IEMG)	0.2	$2.3M		46k	50.58	View chart
Spdr Nuveen Blmbrg Sh Tm Mun Etf (SHM)	0.2	$2.3M	NEW	49k	47.79	View chart
Spdr S&p Midcap 400 Etf Etf (MDY)	0.1	$2.3M		4.5k	509.28	View chart
Marriott International Common Stock (MAR)	0.1	$2.3M	+2%	10k	225.50	View chart
Blackrock Common Stock (BLK)	0.1	$2.2M		2.8k	811.68	View chart
On Semiconductor Corporation Common Stock (ON)	0.1	$2.2M	+19%	27k	83.53	View chart
Crowdstrike Hldgs Inc Cl A Common Stock (CRWD)	0.1	$2.2M	+5%	8.6k	255.32	View chart
Cisco Sys Common Stock (CSCO)	0.1	$2.2M	-8%	44k	50.52	View chart
Vanguard Scottsdale Fds Int-term Corp Etf (VCIT)	0.1	$2.1M	+35%	26k	81.28	View chart
Ishares:s&p Sc 600 Val Etf (IJS)	0.1	$2.1M	-4%	20k	103.07	View chart
Chubblimitedcom Common Stock (CB)	0.1	$2.1M		9.2k	226.87	View chart
Energy Transfer Unt Common Stock (ET)	0.1	$2.1M	+7%	150k	13.80	View chart
Isharestrcore S&p Scp Etf Etf (IJR)	0.1	$2.1M		19k	108.25	View chart
Invesco Exchangetraded Fd T Ftse Rafi 1000 Etf (PRF)	0.1	$2.1M		59k	35.20	View chart
Phillips66com Common Stock (PSX)	0.1	$2.0M		15k	133.14	View chart
Mastercard Incorporatedcl A Common Stock (MA)	0.1	$2.0M	+4%	4.7k	426.56	View chart
Oracle Corporation Common Stock (ORCL)	0.1	$2.0M	+9%	19k	105.43	View chart
Genworth Finl Inc Com Cl A Common Stock (GNW)	0.1	$1.9M	NEW	289k	6.68	View chart
Ishares Tr Core Msci Intl Etf (IDEV)	0.1	$1.8M		29k	63.66	View chart
Kimberly-clark Corporation Common Stock (KMB)	0.1	$1.8M	+397%	15k	122.68	View chart
Stryker Corporation Common Stock (SYK)	0.1	$1.8M	+3%	6.0k	300.26	View chart
Linde Common Stock (LIN)	0.1	$1.8M		4.4k	410.70	View chart
Draftkings Common Stock (DKNG)	0.1	$1.7M	+425%	49k	35.25	View chart
Cboe Global Markets Common Stock (CBOE)	0.1	$1.7M	-2%	9.5k	178.56	View chart
Ishares Tr Tips Bd Etf Etf (TIP)	0.1	$1.7M	-9%	16k	107.49	View chart
Zoetis Inc Cl A Common Stock (ZTS)	0.1	$1.6M		8.3k	197.36	View chart
Pepsico Common Stock (PEP)	0.1	$1.6M	+13%	9.6k	171.09	View chart
Sherwin Williams Cocom Common Stock (SHW)	0.1	$1.6M		5.2k	311.88	View chart
United Parcel Service Inccl B Common Stock (UPS)	0.1	$1.6M	-16%	10k	157.23	View chart
Eli Lilly And Company Common Stock (LLY)	0.1	$1.6M	-5%	2.8k	582.82	View chart
Freeport-mcmoran Inc Cl B Common Stock (FCX)	0.1	$1.6M	-39%	38k	42.57	View chart
Vanguard Index Fds Sml Cp Grw Etf Etf (VBK)	0.1	$1.6M	+14%	6.6k	241.77	View chart
Schwab Charles Corp Common Stock (SCHW)	0.1	$1.6M	+30%	23k	68.80	View chart
Vanguard Tot I S;etf Etf (VXUS)	0.1	$1.6M	-19%	27k	57.96	View chart
Ishares Rus 2000valetf Etf (IWN)	0.1	$1.5M		9.9k	155.33	View chart
Lowes Cos Inccom Common Stock (LOW)	0.1	$1.5M		6.8k	222.56	View chart
Cameo Corp Common Stock (CCJ)	0.1	$1.5M	+18%	35k	43.10	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$1.5M	+2%	16k	96.01	View chart
Thermo Fisher Scientificinccom Common Stock (TMO)	0.1	$1.5M	+5%	2.8k	531.13	View chart
Oreilly Automotive Inccom Common Stock (ORLY)	0.1	$1.5M	+8%	1.6k	950.08	View chart
Analog Devices Common Stock (ADI)	0.1	$1.5M	+7%	7.3k	198.57	View chart
Firsttrexchtradedfdiiipfdsecsincetf Etf (FPE)	0.1	$1.5M	-24%	86k	16.86	View chart
Ishares Rus 2000 Grw Etf Etf (IWO)	0.1	$1.4M	+13%	5.7k	252.23	View chart
S&p Global Common Stock (SPGI)	0.1	$1.4M		3.3k	440.57	View chart
Deere & Co Common Stock (DE)	0.1	$1.4M	+4%	3.5k	401.36	View chart
Tjx Cos Inc Newcom Common Stock (TJX)	0.1	$1.4M		15k	93.81	View chart
Trex Company Common Stock (TREX)	0.1	$1.4M	-10%	17k	82.79	View chart
Vanguard Bd Index Fds Intermed Term Etf (BIV)	0.1	$1.4M	-2%	18k	76.38	View chart
Marsh & Mclennan Cos Common Stock (MMC)	0.1	$1.4M		7.4k	189.48	View chart
Spdr Bbg 1-3 Mo T-bill Etf (BIL)	0.1	$1.4M	-28%	15k	91.39	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$1.3M	-4%	4.6k	294.88	View chart
Ameriprise Finl Common Stock (AMP)	0.1	$1.3M		3.5k	379.78	View chart
Rockwell Automation Common Stock (ROK)	0.1	$1.3M		4.3k	310.45	View chart
American Tower Corp Common Stock (AMT)	0.1	$1.3M		6.0k	217.58	View chart
Spdr Dow Jones Indus Avg Etf (DIA)	0.1	$1.3M	+60%	3.5k	377.63	View chart
Taiwan Semiconductor Manufacturing Common Stock (TSM)	0.1	$1.3M	-30%	12k	104.47	View chart
Ishares S&p 500 Val Etf Etf (IVE)	0.1	$1.3M	-4%	7.4k	173.88	View chart
Parker-hannifin Corp Common Stock (PH)	0.1	$1.3M	-3%	2.8k	460.73	View chart
Devon Energy Corporation Common Stock (DVN)	0.1	$1.3M	-10%	28k	45.30	View chart
Conocophillips Common Stock (COP)	0.1	$1.3M	-21%	11k	116.07	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$1.3M	+17%	3.8k	337.31	View chart
Republicsvcsinccom Common Stock (RSG)	0.1	$1.3M		7.6k	165.44	View chart
Crh Plc Ord Common Stock (CRH)	0.1	$1.2M	NEW	18k	69.17	View chart
Ishares Inc Msci Jpn Etf Etf (EWJ)	0.1	$1.2M		19k	64.14	View chart
Prologis Common Stock (PLD)	0.1	$1.2M		8.9k	133.30	View chart
Ft Capital Strength Etf (FTCS)	0.1	$1.2M	-3%	15k	80.04	View chart
Danahercorporationcom Common Stock (DHR)	0.1	$1.2M	+16%	5.1k	231.59	View chart
Adobe System Sincorporated Common Stock (ADBE)	0.1	$1.2M	+3%	2.0k	596.46	View chart
Disneywaltcocom Common Stock (DIS)	0.1	$1.2M	-6%	13k	90.59	View chart
Appliedmatlsinccom Common Stock (AMAT)	0.1	$1.1M	+4%	7.0k	162.08	View chart
Ishares Tr Pfd And Incm Sec Etf (PFF)	0.1	$1.1M	-41%	36k	31.19	View chart
Ishares Rus 1000 Etf Etf (IWB)	0.1	$1.1M		4.2k	262.26	View chart
Eog Resources Eog (EOG)	0.1	$1.1M		9.1k	120.95	View chart
Ishares:floating Rt Bond Etf (FLOT)	0.1	$1.1M	-40%	22k	50.62	View chart
Verisk Analytics Common Stock (VRSK)	0.1	$1.1M	+3%	4.6k	238.87	View chart
Proshares Tr Ultrashrt S&p500 Etf (SDS)	0.1	$1.1M	NEW	35k	29.92	View chart
Diageo Common Stock (DEO)	0.1	$1.0M	+5%	7.1k	145.67	View chart
Chevron Corp Common Stock (CVX)	0.1	$1.0M	+2%	7.0k	149.16	View chart
Spdr S&p Divid Etf Etf (SDY)	0.1	$1.0M		8.2k	124.96	View chart
Schwab Strategic Tr Us Mid-cap Etf Etf (SCHM)	0.1	$989k		13k	75.32	View chart
Isharestriboxx Hi Yd Etf Etf (HYG)	0.1	$989k	+3%	13k	77.39	View chart
Ishares Tr Shrt Nat Mun Etf Etf (SUB)	0.1	$988k		9.4k	105.44	View chart
Schwab Strategic Tr Us Tips Etf Etf (SCHP)	0.1	$984k	-36%	19k	52.20	View chart
Ishares:us Home Cons Etf Etf (ITB)	0.1	$958k		9.4k	101.73	View chart
Sel Sector:h Care Spdr Etf (XLV)	0.1	$946k	+2%	6.9k	136.37	View chart
Church & Dwight Common Stock (CHD)	0.1	$932k		9.9k	94.56	View chart
Netflix Inccom Common Stock (NFLX)	0.1	$930k	+17%	1.9k	486.88	View chart
Cheniere Energy Common Stock (LNG)	0.1	$927k	+9%	5.4k	170.72	View chart
Boston Scientific Corporation Common Stock (BSX)	0.1	$912k	+2%	16k	57.81	View chart
At&tinccom Common Stock (T)	0.1	$910k	-2%	54k	16.78	View chart
Sel Sector:util Spdr Etf (XLU)	0.1	$898k	-25%	14k	63.33	View chart
Verizon Communications Common Stock (VZ)	0.1	$893k	+7%	24k	37.70	View chart
Akamai Technologies Common Stock (AKAM)	0.1	$893k	NEW	7.5k	118.35	View chart
Shake Shack Inc Cl A Common Stock (SHAK)	0.1	$879k	+9%	12k	74.12	View chart
Super Micro Computer Common Stock (SMCI)	0.1	$879k	+3%	3.1k	284.26	View chart
Ft Adex:ind/prod Drbls Etf (FXR)	0.1	$868k		13k	64.86	View chart
American Electric Power Company Common Stock (AEP)	0.1	$862k	-2%	11k	81.22	View chart
Amgen Common Stock (AMGN)	0.1	$856k		3.0k	288.06	View chart
Intuit Common Stock (INTU)	0.1	$856k	+8%	1.4k	625.06	View chart
First Tr Nsdq 100tech Ind Etf (QTEC)	0.1	$844k	-20%	4.8k	175.47	View chart
Ishares Tr Ishs 1-5yr Invs Etf (IGSB)	0.1	$838k	NEW	16k	51.27	View chart
Las Vegas Sands Corp Common Stock (LVS)	0.1	$826k	-16%	17k	49.21	View chart
Nucor Corp Common Stock (NUE)	0.1	$819k		4.7k	174.56	View chart
Nike Common Stock (NKE)	0.1	$816k	+4%	7.5k	108.94	View chart
Broadridge Financial Solutions Common Stock (BR)	0.1	$815k	-4%	3.9k	206.55	View chart
Lockheed Martin Corpcom Common Stock (LMT)	0.1	$809k	-53%	1.8k	453.25	View chart
Servicenow Common Stock (NOW)	0.1	$808k	-8%	1.1k	706.49	View chart
Vaneckvectorsetftrjp Morgan Mkts Etf (EMLC)	0.1	$805k	+8%	32k	25.35	View chart
Vanguardcharlotte Fdsintl Bd Idx Etf Etf (BNDX)	0.1	$797k	-6%	16k	49.37	View chart
Internationalbusinessmachscom Common Stock (IBM)	0.1	$790k	-6%	4.8k	163.55	View chart
Firsttrexchange-tradedfddjinterntidx Etf (FDN)	0.1	$771k	-6%	4.1k	186.55	View chart
Ishares Rus Md Cp Gr Etf Etf (IWP)	0.1	$769k	+2%	7.4k	104.46	View chart
Discover Financial Services Common Stock (DFS)	0.0	$765k	-18%	6.8k	112.39	View chart
Ishares Inc Msci Mexico Etf Etf (EWW)	0.0	$764k	+10%	11k	67.85	View chart
Delta Air Lines Common Stock (DAL)	0.0	$748k		19k	40.23	View chart
Sel Sector:c Stp Spdr Etf (XLP)	0.0	$741k	-4%	10k	72.03	View chart
Isharestrmsci Intl Multft Etf (INTF)	0.0	$741k		26k	28.03	View chart
Bank Of America Corporation Common Stock (BAC)	0.0	$735k	-36%	22k	33.67	View chart
Trane Technologies Common Stock (TT)	0.0	$715k	NEW	2.9k	243.91	View chart
Northrop Grumman Corp Common Stock (NOC)	0.0	$700k	+102%	1.5k	468.28	View chart
Frst Tr:water Etf (FIW)	0.0	$696k	-6%	7.3k	94.79	View chart
Spotify Technology Sa Etf (SPOT)	0.0	$687k	+33%	3.7k	187.88	View chart
Factset Research Systems Common Stock (FDS)	0.0	$686k	+6%	1.4k	477.09	View chart
Illinois Tool Works Common Stock (ITW)	0.0	$685k		2.6k	263.34	View chart
American Express Company Common Stock (AXP)	0.0	$684k	-9%	3.7k	187.35	View chart
Vanguard Lg-cp I;etf Etf (VV)	0.0	$677k	-24%	3.1k	218.15	View chart
American Water Works Company Common Stock (AWK)	0.0	$667k		5.1k	131.99	View chart
General Dynamics Corp Common Stock (GD)	0.0	$661k	+3%	2.5k	259.67	View chart
Mondelez International Common Stock (MDLZ)	0.0	$657k		9.0k	72.85	View chart
Ishares Tr Msci Usa Min Vol Etf (USMV)	0.0	$642k		8.2k	78.03	View chart
Blackstone Common Stock (BX)	0.0	$632k	+5%	4.8k	130.91	View chart
L3harris Technologies Common Stock (LHX)	0.0	$625k	-30%	3.0k	210.62	View chart
Medtronic Common Stock (MDT)	0.0	$616k	-24%	7.4k	83.03	View chart
Duke Energy Corporation Common Stock (DUK)	0.0	$600k	+4%	6.2k	97.05	View chart
Ppg Industries Common Stock (PPG)	0.0	$599k	+3%	4.0k	149.57	View chart
Jack Henry & Associates Common Stock (JKHY)	0.0	$583k	-6%	3.6k	163.41	View chart
Colgate-palmolive Company Common Stock (CL)	0.0	$582k		7.3k	79.71	View chart
Hexcelcorpnewcom Common Stock (HXL)	0.0	$580k	-4%	7.9k	73.75	View chart
Goldmansachsgroupinccom Common Stock (GS)	0.0	$578k	+8%	1.5k	385.79	View chart
Philip Morrisintlinccom Common Stock (PM)	0.0	$578k	+8%	6.1k	95.39	View chart
Wolfspeed Common Stock (WOLF)	0.0	$560k	-8%	13k	43.51	View chart
Air Prods & Chems Common Stock (APD)	0.0	$559k	-6%	2.0k	275.55	View chart
Ishares:mbs Etf Etf (MBB)	0.0	$558k	+8%	5.9k	94.08	View chart
Dow Common Stock (DOW)	0.0	$554k	+12%	10k	54.84	View chart
Ishares Rus Mdcp Val Etf Etf (IWS)	0.0	$554k	-3%	4.8k	116.30	View chart
Novo-nordisk A S Common Stock (NVO)	0.0	$546k	+129%	5.3k	103.45	View chart
Intercontinentalexchangeincom Common Stock (ICE)	0.0	$545k	+3%	4.2k	128.43	View chart
Wells Fargo & Company Common Stock (WFC)	0.0	$539k		11k	49.22	View chart
Spdr S&p 600 Sm Cap Gro Etf (SLYG)	0.0	$534k		6.4k	83.63	View chart
First Tr Lrge Cp Core Alpha Etf (FEX)	0.0	$521k	-6%	5.8k	90.16	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.0	$518k		3.6k	144.62	View chart
Moody's Corporation Common Stock (MCO)	0.0	$512k	+13%	1.3k	390.56	View chart
Novartis Common Stock (NVS)	0.0	$508k	+8%	5.0k	100.97	View chart
Paychex Common Stock (PAYX)	0.0	$507k	-4%	4.3k	119.11	View chart
Schlumberger Ltd Com Stk Common Stock (SLB)	0.0	$505k	+4%	9.7k	52.29	View chart
Schwab Strategic Tr Us Sml Cap Etf Etf (SCHA)	0.0	$486k		10k	47.24	View chart
Frst Tr Ii:cloudcomp Etf (SKYY)	0.0	$479k		5.5k	87.67	View chart
Sel Sector Spdr Technology Etf (XLK)	0.0	$479k	+4%	2.5k	192.48	View chart
Ishares Tr S&p Sml 600 Gwt Etf (IJT)	0.0	$468k		3.7k	125.15	View chart
Pfizer Common Stock (PFE)	0.0	$465k	-6%	16k	28.79	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf Etf (VSS)	0.0	$464k	-2%	4.0k	115.03	View chart
Ft Etf First Tr Enh Etf (FTSM)	0.0	$462k	NEW	7.7k	59.66	View chart
Ft Vi:dw Focus 5 Etf (FV)	0.0	$460k	-6%	8.9k	51.55	View chart
Isharestreafe Sml Cp Etf Etf (SCZ)	0.0	$455k		7.3k	61.90	View chart
Vanguard World Fds Materials Etf Etf (VAW)	0.0	$453k		2.4k	189.96	View chart
Ishares:brd Usd Ig Cp Bd Etf (USIG)	0.0	$451k		8.8k	51.26	View chart
Lauder Estee Cos Inccl A Common Stock (EL)	0.0	$450k	+4%	3.1k	146.24	View chart
Wec Energy Group Common Stock (WEC)	0.0	$450k	-4%	5.3k	84.17	View chart
Keysight Technologies Common Stock (KEYS)	0.0	$439k	+3%	2.8k	159.09	View chart
Spdr S&p Biotech Etf (XBI)	0.0	$436k	+29%	4.9k	89.29	View chart
Ishares:brd Usd Hy Cp Bd Etf (USHY)	0.0	$431k	-19%	12k	36.35	View chart
Becton, Dickinson And Company Common Stock (BDX)	0.0	$430k	+4%	1.8k	243.84	View chart
Waste Mgmt Common Stock (WM)	0.0	$428k	+4%	2.4k	179.11	View chart
Asml Holding Nv Ny Registry Common Stock (ASML)	0.0	$424k	+29%	560.00	757.24	View chart
Cms Energy Corporation Common Stock (CMS)	0.0	$417k	-6%	7.2k	58.07	View chart
Schwab Strategic Trus Lrg Cap Etf Etf (SCHX)	0.0	$416k		7.4k	56.40	View chart
Clorox Co Del Common Stock (CLX)	0.0	$412k	-4%	2.9k	142.59	View chart
Emerson Elec Common Stock (EMR)	0.0	$410k	-31%	4.2k	97.33	View chart
Alps Etf Gr Oshares Us Quality Div Etf (OUSA)	0.0	$408k		8.8k	46.09	View chart
Citigroup Common Stock (C)	0.0	$399k	+9%	7.7k	51.44	View chart
Realty Income Corporation Common Stock (O)	0.0	$395k	-11%	6.9k	57.67	View chart
Bank New York Mellon Corp Common Stock (BK)	0.0	$394k	+2%	7.6k	52.05	View chart
Ishares:us Med Dev Etf Etf (IHI)	0.0	$392k	-3%	7.3k	53.97	View chart
Bristol-myers Squibb Company Common Stock (BMY)	0.0	$391k	-29%	7.6k	51.31	View chart
Whirlpool Corp Common Stock (WHR)	0.0	$389k		3.2k	121.77	View chart
Crown Castle Common Stock (CCI)	0.0	$368k	-24%	3.2k	115.19	View chart
Spdr S&p Oilgas Exp Etf (XOP)	0.0	$354k	-42%	2.6k	136.90	View chart
Invesco Etf Tr Ii Pfd Etf Etf (PGX)	0.0	$354k	NEW	31k	11.47	View chart
Aramarkcom Common Stock (ARMK)	0.0	$351k		13k	28.10	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$348k	+38%	854.00	406.89	View chart
Spdr S&p 600 Sm Cap Val Etf (SLYV)	0.0	$347k	+12%	4.2k	83.31	View chart
Targa Resources Corp. Common Stock (TRGP)	0.0	$346k		4.0k	86.87	View chart
Progressive Corp Common Stock (PGR)	0.0	$343k	NEW	2.2k	159.28	View chart
Ft Value Line Dividend Etf (FVD)	0.0	$337k		8.3k	40.56	View chart
Vanguard World Fds Utilities Etf Etf (VPU)	0.0	$336k	NEW	2.5k	137.09	View chart
Fordmtrcodelcom Common Stock (F)	0.0	$336k	-5%	28k	12.19	View chart
Mccormick & Company, Incorporated Common Stock (MKC)	0.0	$336k	-5%	4.9k	68.84	View chart
Monster Beverage Corp Common Stock (MNST)	0.0	$333k	+39%	5.8k	57.61	View chart
Public Storage Common Stock (PSA)	0.0	$331k	-6%	1.1k	305.00	View chart
Crocs Common Stock (CROX)	0.0	$326k	-9%	3.5k	93.41	View chart
New Jersey Resources Corporation Common Stock (NJR)	0.0	$322k	-3%	7.2k	45.00	View chart
Vanguard World Fds Industrial Etf Etf (VIS)	0.0	$318k	+4%	1.4k	220.43	View chart
Invesco S&p500 Lowvl Etf (SPLV)	0.0	$316k	-2%	5.0k	62.66	View chart
Wisdomtree:us Mdcp Div Etf (DON)	0.0	$315k	-3%	6.9k	45.71	View chart
Xcel Energy Common Stock (XEL)	0.0	$311k	-10%	5.0k	62.43	View chart
Kkr & Co Common Stock (KKR)	0.0	$306k	+10%	3.7k	82.85	View chart
Amphenol Corp New Cl A Common Stock (APH)	0.0	$295k	+19%	3.0k	99.33	View chart
Ark Etf Tr Next Gnrtn Inter Etf (ARKW)	0.0	$292k		3.9k	75.90	View chart
Spdr Nuveen Blmbrg Mu Etf (TFI)	0.0	$292k	NEW	6.2k	47.00	View chart
Expedia Group Common Stock (EXPE)	0.0	$290k	NEW	1.9k	151.79	View chart
Ishares Tr S&p 500 Grwt Etf Etf (IVW)	0.0	$287k		3.8k	75.10	View chart
Autozone Common Stock (AZO)	0.0	$282k	NEW	109.00	2585.61	View chart
Ishares Tr Msci Eafe Etf Etf (EFA)	0.0	$276k		3.7k	75.35	View chart
Vanguard Specialized Funds Div App Etf Etf (VIG)	0.0	$273k	+7%	1.6k	170.36	View chart
Rpm International Common Stock (RPM)	0.0	$270k		2.4k	111.63	View chart
Altria Group Common Stock (MO)	0.0	$268k		6.5k	41.32	View chart
Brown & Brown Common Stock (BRO)	0.0	$267k	+10%	3.8k	71.11	View chart
Fiserv Common Stock (FI)	0.0	$267k	NEW	2.0k	132.84	View chart
Jetblue Airways Corporation Common Stock (JBLU)	0.0	$263k	+32%	47k	5.55	View chart
The Cigna Group Common Stock (CI)	0.0	$263k	NEW	877.00	299.33	View chart
Ft Etf Tech Alphadex Etf (FXL)	0.0	$262k	NEW	2.0k	128.07	View chart
Ishares:us Bd & Se Etf Etf (IAI)	0.0	$259k		2.4k	108.53	View chart
Lyft Inc Cl A Common Stock (LYFT)	0.0	$256k	-5%	17k	14.99	View chart
Ecolab Common Stock (ECL)	0.0	$252k	NEW	1.3k	198.92	View chart
Equifax Common Stock (EFX)	0.0	$251k	NEW	1.0k	247.29	View chart
Hershey Common Stock (HSY)	0.0	$248k	-13%	1.3k	186.49	View chart
Expeditors Intl Wash Common Stock (EXPD)	0.0	$247k	NEW	1.9k	127.20	View chart
Mckesson Corp Common Stock (MCK)	0.0	$244k	NEW	527.00	463.58	View chart
Ross Stores Common Stock (ROST)	0.0	$244k	NEW	1.8k	138.39	View chart
Target Corp Common Stock (TGT)	0.0	$242k	-10%	1.7k	142.43	View chart
Lennar Corp Cl A Common Stock (LEN)	0.0	$240k	NEW	1.6k	149.08	View chart
General Motors Company Common Stock (GM)	0.0	$239k	+4%	6.7k	35.92	View chart
General Electric Common Stock (GE)	0.0	$239k		1.9k	127.70	View chart
Desktop Metal Common Stock (DM)	0.0	$238k	-15%	317k	0.75	View chart
Pimco Etf:enh Sm Act Etf Etf (MINT)	0.0	$237k	-2%	2.4k	100.26	View chart
Lam Research Corp Common Stock (LRCX)	0.0	$236k	NEW	300.00	785.26	View chart
Vanguard World Fds Energy Etf Etf (VDE)	0.0	$235k		2.0k	117.31	View chart
Spdr S&p Homebuild Etf (XHB)	0.0	$235k	NEW	2.5k	95.66	View chart
Dell Technologies Inc Cl C Common Stock (DELL)	0.0	$234k		3.1k	76.50	View chart
Vanguard World Fds Inf Tech Etf Etf (VGT)	0.0	$232k	NEW	480.00	484.05	View chart
Ishares Tr 1 3 Yr Treas Bd Etf (SHY)	0.0	$229k	-88%	2.8k	82.04	View chart
Microchip Technology Common Stock (MCHP)	0.0	$227k	NEW	2.5k	90.20	View chart
Ft:nyse Arca Biotech Etf (FBT)	0.0	$224k		1.4k	158.06	View chart
Arch Cap Group Ltd Ord Common Stock (ACGL)	0.0	$222k	NEW	3.0k	74.27	View chart
T. Rowe Price Group Common Stock (TROW)	0.0	$222k	-47%	2.1k	107.69	View chart
Celsius Hldgs Common Stock (CELH)	0.0	$221k	NEW	4.1k	54.52	View chart
Pioneer Nat Res Common Stock (PXD)	0.0	$219k		972.00	224.88	View chart
Astrazeneca Plc Spons Common Stock (AZN)	0.0	$207k	NEW	3.1k	67.35	View chart
Commerce Bancshares Common Stock (CBSH)	0.0	$207k	-44%	3.9k	53.40	View chart
Smucker J M Common Stock (SJM)	0.0	$205k	NEW	1.6k	126.38	View chart
Alcon Ag Ord Common Stock (ALC)	0.0	$205k		2.6k	78.12	View chart
Autodesk Common Stock (ADSK)	0.0	$204k	NEW	837.00	243.48	View chart
Alibaba Group Hldg Ltd Spons Ads Common Stock (BABA)	0.0	$203k	NEW	2.6k	78.51	View chart
Yum Brands Inccom Common Stock (YUM)	0.0	$202k	-98%	1.5k	130.66	View chart
Ansys Common Stock (ANSS)	0.0	$202k	NEW	556.00	362.55	View chart
Schwab Strategic Tr Emrg Mkteq Etf Etf (SCHE)	0.0	$201k	NEW	8.1k	24.79	View chart
Metlife Common Stock (MET)	0.0	$201k	NEW	3.0k	66.13	View chart
Nuveen S&p 500 Buy-write Inccom Common Stock (BXMX)	0.0	$157k		12k	12.83	View chart
Warner Bros Discovery Inc Com Ser A Common Stock (WBD)	0.0	$129k	-2%	11k	11.38	View chart
Esperion Therapeutics Inc Ne Common Stock (ESPR)	0.0	$46k	+30%	16k	2.99	View chart
Sunworks Common Stock (SUNWQ)	0.0	$6.6k	+100%	28k	0.23	View chart

Past Filings by Summit Financial

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

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
Summit Financial 2020 Q1 filed May 4, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z