Summit Financial, LLC
CIK Number: 0001765536
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 303.41 | +0.49% | 1.48M | +2.13% | 429.83M | 132.57 | 15.07% |
| 2 | VEU | Vanguard FTSE A... | 67.07 | +0.47% | 3.36M | +4.03% | 192.89M | 48.13 | 6.76% |
| 3 | VUG | Vanguard Growth... | 436.37 | +0.62% | 218.77K | -2.3% | 89.79M | 251.07 | 3.15% |
| 4 | AAPL | Apple Inc. | 201.07 | +0.03% | 286.41K | +12.14% | 71.72M | 189.44 | 2.51% |
| 5 | VTV | Vanguard Value ... | 176.74 | +0.32% | 419.4K | +7.20% | 71M | 123.63 | 2.49% |
| 6 | NVDA | NVIDIA Corporat... | 157.71 | +1.73% | 425.19K | +39.65% | 57.1M | 74.09 | 2.00% |
| 7 | MSFT | Microsoft Corpo... | 496.09 | -0.27% | 130.43K | +9.69% | 54.97M | 375.56 | 1.93% |
| 8 | SPY | SPDR S&P 500 ET... | 615.02 | +0.51% | 92.25K | +6.12% | 54.24M | 470.91 | 1.90% |
| 9 | AMZN | Amazon.com, Inc... | 222.80 | +2.62% | 223.94K | +2.40% | 49.13M | 165.03 | 1.72% |
| 10 | VOO | Vanguard 500 In... | 567.06 | +0.52% | 85.08K | +8.15% | 45.84M | 464.99 | 1.61% |
| 11 | IVV | iShares Core S&... | 617.94 | +0.52% | 67.89K | +14.02% | 39.96M | 471.37 | 1.40% |
| 12 | VBR | Vanguard Small ... | 195.90 | +0.31% | 197.51K | +8.34% | 39.14M | 125.73 | 1.37% |
| 13 | META | Meta Platforms,... | 733.50 | +1.02% | 57.65K | -3.09% | 33.75M | 449.86 | 1.18% |
| 14 | IEFA | iShares Core MS... | 83.29 | +0.92% | 422.12K | +22.79% | 29.67M | 71.41 | 1.04% |
| 15 | VOE | Vanguard Mid-Ca... | 164.50 | +0.27% | 176.99K | +1.20% | 28.63M | 107.5 | 1.00% |
| 16 | COST | Costco Wholesal... | 985.46 | +0.26% | 27.92K | +3.66% | 25.58M | 679.67 | 0.90% |
| 17 | VEA | Vanguard Develo... | 56.83 | +0.62% | 512.61K | +5.44% | 24.51M | 50.19 | 0.86% |
| 18 | JPM | JPMorgan Chase ... | 287.21 | -0.53% | 94.28K | +8.23% | 22.6M | 184.57 | 0.79% |
| 19 | AVGO | Broadcom Inc. | 269.28 | -0.33% | 92.88K | +4.85% | 21.54M | 106.24 | 0.76% |
| 20 | WPM | Wheaton Preciou... | 87.28 | -3.29% | 371.57K | +7.97% | 20.9M | 47.85 | 0.73% |
| 21 | IWM | iShares Russell... | 215.57 | +0.07% | 88.24K | +5.63% | 19.5M | 203.64 | 0.68% |
| 22 | QQQ | Invesco QQQ Tru... | 548.27 | +0.38% | 37.61K | +10.99% | 19.23M | 414.04 | 0.67% |
| 23 | BRK-B | Berkshire Hatha... | 485.19 | +0.03% | 42.19K | +24.71% | 19.12M | 381.21 | 0.67% |
| 24 | AGG | iShares Core U.... | 98.78 | -0.3% | 184.76K | +1.91% | 17.9M | 98.54 | 0.63% |
| 25 | WMT | Walmart Inc. | 97.42 | +1.46% | 193.08K | +5.18% | 17.48M | 61.67 | 0.61% |
| 26 | VB | Vanguard Small ... | 237.46 | +0.22% | 70.3K | +2.61% | 16.89M | 210.04 | 0.59% |
| 27 | NFLX | Netflix, Inc. | 1323.66 | +1.30% | 18.89K | -4.54% | 16.83M | 675.14 | 0.59% |
| 28 | VO | Vanguard Mid Ca... | 279.18 | +0.50% | 62.52K | +8.54% | 16.51M | 236.17 | 0.58% |
| 29 | CMG | Chipotle Mexica... | 55.05 | +1.45% | 251.96K | -79.03% | 15.19M | 38.07 | 0.53% |
| 30 | IWF | iShares Russell... | 421.68 | +0.56% | 37.66K | +7.93% | 15.12M | 324.23 | 0.53% |
| 31 | USFR | WisdomTree Floa... | 50.30 | +0.03% | 277.54K | +508.33% | 13.97M | 50.32 | 0.49% |
| 32 | VTEB | Vanguard Tax-Ex... | 48.94 | -0.04% | 275.83K | +7.62% | 13.83M | 50.52 | 0.48% |
| 33 | CAT | Caterpillar Inc... | 385.15 | +0.86% | 37.74K | +2.31% | 13.69M | 310.96 | 0.48% |
| 34 | SPYG | SPDR Portfolio ... | 94.81 | +0.60% | 154.23K | +11.05% | 13.56M | 71.11 | 0.48% |
| 35 | ET | Energy Transfer... | 18.20 | +0.14% | 685.52K | +227.66% | 13.43M | 17.96 | 0.47% |
| 36 | MUB | iShares Nationa... | 104.33 | -0.02% | 125.89K | +5.95% | 13.41M | 107.61 | 0.47% |
| 37 | XOM | Exxon Mobil Cor... | 109.41 | -0.53% | 122.31K | +39.58% | 13.16M | 107.4 | 0.46% |
| 38 | V | Visa Inc. | 349.18 | +0.91% | 41.14K | +7.70% | 13M | 252.09 | 0.46% |
| 39 | ITOT | iShares Core S&... | 134.39 | +0.51% | 98.76K | +26.28% | 12.7M | 96.74 | 0.45% |
| 40 | UNH | UnitedHealth Gr... | 308.86 | +2.06% | 24.73K | +5.10% | 12.51M | 481.15 | 0.44% |
| 41 | IJH | iShares Core S&... | 62.05 | +0.32% | 196.46K | +2.28% | 12.24M | 58.04 | 0.43% |
| 42 | IGSB | iShares 1-5 Yea... | 52.69 | -0.02% | 232.38K | +16.91% | 12.01M | 51.48 | 0.42% |
| 43 | IEMG | iShares Core MS... | 59.74 | -0.37% | 228.42K | +0.30% | 11.93M | 54.41 | 0.42% |
| 44 | VWO | Vanguard Emergi... | 49.40 | -0.08% | 255.74K | +5.22% | 11.26M | 41.28 | 0.39% |
| 45 | FANG | Diamondback Ene... | 139.81 | -0.75% | 67.78K | +1.89% | 11.1M | 161.12 | 0.39% |
| 46 | SPYV | SPDR Portfolio ... | 52.13 | +0.38% | 213.06K | +13.10% | 10.9M | 46.79 | 0.38% |
| 47 | IUSB | iShares Core To... | 46.06 | -0.21% | 239.65K | +30.23% | 10.83M | 47.43 | 0.38% |
| 48 | TSLA | Tesla, Inc. | 323.64 | -0.66% | 26.2K | +1.75% | 10.58M | 236.76 | 0.37% |
| 49 | VCIT | Vanguard Interm... | 82.58 | -0.11% | 127.83K | +11.18% | 10.26M | 82.6 | 0.36% |
| 50 | MRK | Merck & Co., In... | 78.93 | +0.13% | 102.1K | +34.16% | 10.23M | 109.78 | 0.36% |
| 51 | IWD | iShares Russell... | 193.51 | +0.35% | 55.2K | +15.27% | 10.22M | 166.97 | 0.36% |
| 52 | LLY | Eli Lilly and C... | 776.25 | -2.37% | 12.47K | +92.29% | 9.63M | 771.03 | 0.34% |
| 53 | XLI | Industrial Sele... | 146.82 | +1.02% | 72.46K | +0.74% | 9.55M | 111.54 | 0.33% |
| 54 | HD | The Home Depot,... | 368.39 | +1.35% | 24.13K | +17.28% | 9.39M | 349.45 | 0.33% |
| 55 | GM | General Motors ... | 49.70 | +1.09% | 175.87K | +84.73% | 9.37M | 48.96 | 0.33% |
| 56 | GOOG | Alphabet Inc. | 178.35 | +2.25% | 49.1K | +8.25% | 9.35M | 150.37 | 0.33% |
| 57 | RSP | Invesco S&P 500... | 180.97 | +0.41% | 51.98K | +20.10% | 9.11M | 156.73 | 0.32% |
| 58 | SYK | Stryker Corpora... | 393.65 | +0.83% | 24.46K | +236.86% | 8.83M | 339.69 | 0.31% |
| 59 | SCHD | Schwab U.S. Div... | 26.41 | +0.09% | 311.6K | +2.47K% | 8.51M | 27.24 | 0.30% |
| 60 | ABBV | AbbVie Inc. | 181.89 | -2.62% | 47.74K | +19.12% | 8.48M | 164.48 | 0.30% |
| 61 | VYM | Vanguard High D... | 132.55 | +0.28% | 66.14K | +0.95% | 8.44M | 111.99 | 0.30% |
| 62 | FNDF | Schwab Fundamen... | 39.98 | +0.73% | 243.34K | -2.69% | 8.08M | 33.28 | 0.28% |
| 63 | TLT | iShares 20+ Yea... | 87.39 | -0.64% | 92.49K | -28.59% | 8.08M | 96.85 | 0.28% |
| 64 | IEF | iShares 7-10 Ye... | 95.38 | -0.27% | 86.47K | -8.99% | 7.99M | 94.11 | 0.28% |
| 65 | SCHR | Schwab Intermed... | 24.97 | -0.17% | 326.36K | +114.42% | 7.93M | 25.23 | 0.28% |
| 66 | JNJ | Johnson & Johns... | 152.45 | +0.29% | 54.46K | +24.89% | 7.88M | 155.97 | 0.28% |
| 67 | HON | Honeywell Inter... | 228.91 | +1.12% | 34.35K | +15.77% | 7.76M | 207.56 | 0.27% |
| 68 | CCJ | Cameco Corporat... | 73.27 | -1.6% | 150.17K | +259.97% | 7.72M | 48.64 | 0.27% |
| 69 | SCHP | Schwab U.S. TIP... | 26.61 | -0.09% | 297.06K | +185.15% | 7.67M | 26.46 | 0.27% |
| 70 | REGN | Regeneron Pharm... | 520.94 | -0.01% | 10.53K | -17.6% | 7.5M | 880.64 | 0.26% |
| 71 | TSM | Taiwan Semicond... | 228.53 | +2.02% | 37.58K | +34.37% | 7.44M | 154.4 | 0.26% |
| 72 | URI | United Rentals,... | 753.96 | +1.60% | 10.54K | -1.12% | 7.42M | 518.58 | 0.26% |
| 73 | GLD | SPDR Gold Share... | 301.25 | -1.8% | 30.54K | +10.99% | 7.39M | 191.71 | 0.26% |
| 74 | SLQD | iShares 0-5 Yea... | 50.52 | +0.01% | 147.23K | +7.08% | 7.32M | 49.31 | 0.26% |
| 75 | BND | Vanguard Total ... | 73.34 | -0.22% | 99.75K | +8.25% | 7.17M | 73.77 | 0.25% |
| 76 | IWN | iShares Russell... | 157.79 | +0.10% | 43.64K | +266.86% | 7.16M | 158.03 | 0.25% |
| 77 | LQD | iShares iBoxx $... | 108.98 | -0.19% | 63.41K | +2.39% | 6.77M | 106.19 | 0.24% |
| 78 | SCHG | Schwab U.S. Lar... | 29.03 | +0.59% | 242.12K | +388.01% | 6.75M | 22.88 | 0.24% |
| 79 | ABT | Abbott Laborato... | 134.38 | +0.53% | 58.94K | +17.99% | 6.67M | 109.45 | 0.23% |
| 80 | PG | The Procter & G... | 160.05 | +0.90% | 38.86K | +6.82% | 6.51M | 153.76 | 0.23% |
| 81 | SPIB | SPDR Portfolio ... | 33.50 | -0.06% | 192.68K | +15.69% | 6.31M | 33.21 | 0.22% |
| 82 | CRM | Salesforce, Inc... | 272.73 | +0.73% | 18.7K | -2.71% | 6.26M | 241.46 | 0.22% |
| 83 | SCHX | Schwab U.S. Lar... | 24.34 | +0.54% | 269.6K | +331.47% | 6.25M | 22.73 | 0.22% |
| 84 | TJX | The TJX Compani... | 123.25 | +0.91% | 51.09K | +65.84% | 6.17M | 102.26 | 0.22% |
| 85 | MS | Morgan Stanley | 140.64 | +0.64% | 49.06K | -0.71% | 6.17M | 91.67 | 0.22% |
| 86 | ORCL | Oracle Corporat... | 210.18 | -1.24% | 36.84K | +0.02% | 6.14M | 119.41 | 0.22% |
| 87 | KO | The Coca-Cola C... | 70.42 | +1.37% | 97.76K | +11.40% | 6.09M | 60.67 | 0.21% |
| 88 | VIG | Vanguard Divide... | 204.00 | +0.22% | 31.02K | -5.08% | 6.08M | 189.33 | 0.21% |
| 89 | XLK | Technology Sele... | 250.76 | -0.12% | 26.08K | -15.82% | 6.06M | 216.39 | 0.21% |
| 90 | VCSH | Vanguard Short-... | 79.39 | -0.04% | 77.66K | +63.15% | 6.06M | 79.98 | 0.21% |
| 91 | NEE | NextEra Energy,... | 70.97 | -0.04% | 83.53K | +9.26% | 5.99M | 74.85 | 0.21% |
| 92 | XLE | Energy Select S... | 85.31 | -0.51% | 68.82K | -1.85% | 5.89M | 80.45 | 0.21% |
| 93 | IWO | iShares Russell... | 284.89 | +0.10% | 20.47K | +5.12% | 5.89M | 253.1 | 0.21% |
| 94 | MA | Mastercard Inco... | 551.98 | +1.13% | 11.13K | +17.58% | 5.86M | 431.77 | 0.21% |
| 95 | IJR | iShares Core S&... | 109.49 | +0.30% | 50.18K | -7.33% | 5.78M | 110.44 | 0.20% |
| 96 | SPGI | S&P Global Inc. | 518.25 | +0.63% | 11.44K | -1.36% | 5.7M | 431.59 | 0.20% |
| 97 | ADP | Automatic Data ... | 303.56 | +0.19% | 19.35K | +14.85% | 5.69M | 232.27 | 0.20% |
| 98 | CYBR | CyberArk Softwa... | 397.98 | -1.38% | 16.99K | +0.69% | 5.66M | 271.72 | 0.20% |
| 99 | T | AT&T Inc. | 28.07 | +0.27% | 246.71K | +69.55% | 5.62M | 21.21 | 0.20% |
| 100 | MCD | McDonald's Corp... | 291.88 | +2.19% | 18.47K | +5.50% | 5.35M | 256.07 | 0.19% |
| 101 | BLK | BlackRock, Inc. | 1049.28 | +1.79% | 5.21K | +100.00% | 5.34M | 1025.11 | 0.19% |
| 102 | IBM | International B... | 289.64 | -0.78% | 23.39K | +67.09% | 5.14M | 194.69 | 0.18% |
| 103 | MDY | SPDR S&P MIDCAP... | 566.62 | +0.24% | 8.98K | +12.07% | 5.13M | 523.35 | 0.18% |
| 104 | SCHV | Schwab U.S. Lar... | 27.55 | +0.38% | 192.9K | +209.26% | 5.03M | 23.22 | 0.18% |
| 105 | XLF | Financial Selec... | 51.96 | +0.32% | 103.32K | +40.81% | 4.99M | 44.2 | 0.17% |
| 106 | IXUS | iShares Core MS... | 77.13 | +0.39% | 74.9K | +1.26% | 4.95M | 62.16 | 0.17% |
| 107 | ACN | Accenture plc | 295.21 | -0.29% | 14.03K | +5.10% | 4.93M | 311.87 | 0.17% |
| 108 | CSCO | Cisco Systems, ... | 68.69 | -0.37% | 82.28K | +54.98% | 4.87M | 55.12 | 0.17% |
| 109 | UUUU | Energy Fuels In... | 5.54 | -6.19% | 943.56K | +100.00% | 4.84M | 5.13 | 0.17% |
| 110 | MELI | MercadoLibre, I... | 2561.42 | +0.05% | 2.83K | +15.65% | 4.81M | 1443.83 | 0.17% |
| 111 | SO | The Southern Co... | 90.78 | +0.48% | 57.67K | +12.67% | 4.75M | 75.8 | 0.17% |
| 112 | BIV | Vanguard Interm... | 77.07 | -0.22% | 62.04K | +19.24% | 4.64M | 77.19 | 0.16% |
| 113 | EPD | Enterprise Prod... | 31.07 | -0.08% | 142.4K | +350.18% | 4.47M | 30.88 | 0.16% |
| 114 | WMB | The Williams Co... | 62.67 | -0.32% | 81.66K | +49.92% | 4.42M | 48.18 | 0.15% |
| 115 | ISRG | Intuitive Surgi... | 533.62 | -0.11% | 8.43K | +28.42% | 4.4M | 394.03 | 0.15% |
| 116 | AMD | Advanced Micro ... | 143.75 | +0.05% | 35.86K | +11.14% | 4.33M | 118.22 | 0.15% |
| 117 | DNN | Denison Mines C... | 1.77 | -3.53% | 2.38M | +100.00% | 4.28M | 1.8 | 0.15% |
| 118 | SHW | The Sherwin-Wil... | 346.07 | +1.23% | 12.48K | -14.27% | 4.24M | 290.11 | 0.15% |
| 119 | CVX | Chevron Corpora... | 143.87 | -0.39% | 29.16K | +91.52% | 4.22M | 143.39 | 0.15% |
| 120 | NTR | Nutrien Ltd. | 58.08 | +0.04% | 92.51K | +100.00% | 4.19M | 44.75 | 0.15% |
| 121 | CB | Chubb Limited | 285.04 | +0.52% | 15.03K | -3.06% | 4.17M | 216.46 | 0.15% |
| 122 | IAU | iShares Gold Tr... | 61.67 | -1.79% | 84.12K | +1.59K% | 4.16M | 49.52 | 0.15% |
| 123 | IWY | iShares Russell... | 244.72 | +0.61% | 17.68K | +100.00% | 4.16M | 235.27 | 0.15% |
| 124 | DKNG | DraftKings Inc. | 42.92 | +1.65% | 111.15K | -39.35% | 4.13M | 36.81 | 0.14% |
| 125 | UEC | Uranium Energy ... | 6.71 | -4.89% | 612.5K | +100.00% | 4.1M | 6.69 | 0.14% |
| 126 | KYN | Kayne Anderson ... | 12.57 | +0.60% | 319.43K | +100.00% | 4.06M | 12.71 | 0.14% |
| 127 | PEP | PepsiCo, Inc. | 131.10 | +2.25% | 26.11K | +41.52% | 4M | 164.17 | 0.14% |
| 128 | JNK | SPDR Bloomberg ... | 96.94 | -0.08% | 41.56K | +6.84% | 3.97M | 93.87 | 0.14% |
| 129 | SUN | Sunoco LP | 54.30 | +2.03% | 76.45K | +7.32% | 3.93M | 53.53 | 0.14% |
| 130 | UNP | Union Pacific C... | 231.36 | +0.86% | 17.15K | +1.48% | 3.91M | 221.79 | 0.14% |
| 131 | ADI | Analog Devices,... | 236.91 | -0.16% | 18.21K | +1.16% | 3.87M | 199.59 | 0.14% |
| 132 | DIS | The Walt Disney... | 122.38 | +0.75% | 34.1K | +13.68% | 3.81M | 114.23 | 0.13% |
| 133 | TXN | Texas Instrumen... | 207.15 | +0.41% | 19.86K | +0.21% | 3.72M | 186.44 | 0.13% |
| 134 | CBSH | Commerce Bancsh... | 62.11 | -0.19% | 59.24K | +4.94% | 3.69M | 55.7 | 0.13% |
| 135 | DXJ | WisdomTree Japa... | 115.58 | +2.00% | 32.85K | +100.00% | 3.62M | 110.29 | 0.13% |
| 136 | WES | Western Midstre... | 38.53 | +0.40% | 93.98K | +2.63% | 3.61M | 38.63 | 0.13% |
| 137 | ORLY | O'Reilly Automo... | 89.14 | +1.03% | 3.04K | -0.16% | 3.6M | 878.57 | 0.13% |
| 138 | MOS | The Mosaic Comp... | 35.31 | +0.37% | 145.05K | +100.00% | 3.57M | 24.58 | 0.13% |
| 139 | BAC | Bank of America... | 47.10 | -0.75% | 80.13K | +86.94% | 3.52M | 40.77 | 0.12% |
| 140 | TIP | iShares TIPS Bo... | 109.76 | -0.13% | 33.05K | +15.55% | 3.52M | 112.29 | 0.12% |
| 141 | SPDW | SPDR Portfolio ... | 40.37 | +0.60% | 102.78K | +100.00% | 3.51M | 34.13 | 0.12% |
| 142 | LIN | Linde plc | 463.83 | -0.14% | 8.18K | +0.58% | 3.42M | 392.99 | 0.12% |
| 143 | QUAL | iShares MSCI US... | 181.62 | +0.69% | 18.96K | +222.01% | 3.38M | 178.46 | 0.12% |
| 144 | XLU | Utilities Selec... | 81.36 | +0.23% | 44.5K | +11.70% | 3.37M | 74.37 | 0.12% |
| 145 | XLV | Health Care Sel... | 133.94 | -0.2% | 24.33K | -15.17% | 3.35M | 148.58 | 0.12% |
| 146 | CRWD | CrowdStrike Hol... | 499.58 | -1.12% | 9.73K | +1.42% | 3.33M | 194.55 | 0.12% |
| 147 | PFF | iShares Preferr... | 30.60 | -0.23% | 105.64K | +1.36% | 3.32M | 32.45 | 0.12% |
| 148 | GNR | SPDR S&P Global... | 54.31 | -0.53% | 66.55K | +1.11% | 3.31M | 45.91 | 0.12% |
| 149 | AXP | American Expres... | 317.45 | +1.94% | 10.91K | +109.79% | 3.24M | 273.55 | 0.11% |
| 150 | SBUX | Starbucks Corpo... | 92.15 | +0.34% | 35.32K | -11.48% | 3.22M | 87.46 | 0.11% |