Summit Financial, LLC
CIK Number: 0001765536
Main Sectors:
Top Industries:
Filing Date: May 14, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 316.44 | -0.24% | 1.52M | +2.34% | 417.18M | 135.83 | 11.69% | Share |
| 2 | VEU | Vanguard FTSE A... | 69.50 | +0.41% | 3.34M | -0.58% | 202.63M | 48.13 | 5.68% | Share |
| 3 | VUG | Vanguard Growth... | 462.00 | -0.33% | 229.95K | +5.11% | 85.27M | 256.89 | 2.39% | Share |
| 4 | AAPL | Apple Inc. | 231.56 | -0.52% | 368.65K | +28.72% | 81.89M | 196.73 | 2.29% | Share |
| 5 | BRK-B | Berkshire Hatha... | 477.61 | -0.34% | 147.92K | +250.66% | 78.78M | 489.41 | 2.21% | Share |
| 6 | VTV | Vanguard Value ... | 180.22 | -0.14% | 437.23K | +4.25% | 75.53M | 125.63 | 2.12% | Share |
| 7 | SPY | SPDR S&P 500 ET... | 643.36 | -0.25% | 125.35K | +35.88% | 70.12M | 494.27 | 1.96% | Share |
| 8 | SHV | iShares Short T... | 110.30 | +0.04% | 586.51K | +100.00% | 64.79M | 110.46 | 1.82% | Share |
| 9 | MSFT | Microsoft Corpo... | 519.97 | -0.48% | 165.6K | +26.97% | 62.17M | 375.52 | 1.74% | Share |
| 10 | AMZN | Amazon.com, Inc... | 231.03 | +0.02% | 298.56K | +33.32% | 56.8M | 171.34 | 1.59% | Share |
| 11 | NVDA | NVIDIA Corporat... | 180.46 | -0.86% | 490.83K | +15.44% | 53.2M | 78.67 | 1.49% | Share |
| 12 | VOO | Vanguard S&P 50... | 591.43 | -0.24% | 96.64K | +13.58% | 49.67M | 470.84 | 1.39% | Share |
| 13 | IVV | iShares Core S&... | 646.52 | -0.25% | 79.08K | +16.49% | 44.44M | 484.19 | 1.25% | Share |
| 14 | NEAR | iShares Short M... | 51.04 | +0.02% | 718.51K | +100.00% | 36.55M | 50.87 | 1.02% | Share |
| 15 | QUAL | iShares MSCI US... | 188.09 | -0.28% | 208.69K | +1K% | 35.66M | 171.58 | 1.00% | Share |
| 16 | VBR | Vanguard Small ... | 202.89 | -0.71% | 191.37K | -3.11% | 35.65M | 125.73 | 1.00% | Share |
| 17 | META | Meta Platforms,... | 784.78 | +0.34% | 59.09K | +2.49% | 34.05M | 452.93 | 0.95% | Share |
| 18 | QQQ | Invesco QQQ Tru... | 577.11 | -0.48% | 69.75K | +85.46% | 32.71M | 439.33 | 0.92% | Share |
| 19 | XLU | Utilities Selec... | 85.61 | -0.31% | 384.92K | +765.03% | 30.35M | 78.33 | 0.85% | Share |
| 20 | JPM | JPMorgan Chase ... | 290.56 | -1.22% | 123.55K | +31.05% | 30.31M | 198.96 | 0.85% | Share |
| 21 | VEA | Vanguard Develo... | 58.88 | +0.45% | 564.97K | +10.21% | 28.72M | 50.25 | 0.80% | Share |
| 22 | VOE | Vanguard Mid-Ca... | 170.01 | -0.39% | 177.64K | +0.37% | 28.52M | 107.7 | 0.80% | Share |
| 23 | TLT | iShares 20+ Yea... | 86.39 | -0.72% | 310.66K | +235.89% | 28.28M | 92.76 | 0.79% | Share |
| 24 | COST | Costco Wholesal... | 971.81 | -0.37% | 27.66K | -0.92% | 26.16M | 679.67 | 0.73% | Share |
| 25 | RSP | Invesco S&P 500... | 185.81 | -0.27% | 147.27K | +183.30% | 25.51M | 167.41 | 0.71% | Share |
| 26 | WPM | Wheaton Preciou... | 94.31 | +0.03% | 327.08K | -11.97% | 25.39M | 47.85 | 0.71% | Share |
| 27 | DXJ | WisdomTree Japa... | 125.84 | +1.19% | 224.71K | +584.04% | 24.76M | 110.2 | 0.69% | Share |
| 28 | AGG | iShares Core U.... | 98.94 | -0.15% | 247.12K | +33.76% | 24.45M | 98.64 | 0.69% | Share |
| 29 | IEFA | iShares Core MS... | 86.11 | +0.60% | 320.67K | -24.03% | 24.26M | 71.41 | 0.68% | Share |
| 30 | IUSB | iShares Core To... | 46.13 | -0.14% | 501.83K | +109.40% | 23.12M | 46.72 | 0.65% | Share |
| 31 | IJH | iShares Core S&... | 63.51 | -0.56% | 391.39K | +99.22% | 22.84M | 58.2 | 0.64% | Share |
| 32 | MOAT | VanEck Mornings... | 97.61 | -0.45% | 259.03K | +4.81K% | 22.79M | 88.1 | 0.64% | Share |
| 33 | VO | Vanguard Mid Ca... | 285.65 | -0.23% | 79.55K | +27.23% | 20.57M | 240.98 | 0.58% | Share |
| 34 | PDP | Invesco DWA Mom... | 110.69 | -0.57% | 204.94K | +100.00% | 20.49M | 99.98 | 0.57% | Share |
| 35 | WMT | Walmart Inc. | 99.98 | -0.86% | 221.31K | +14.62% | 19.43M | 65.01 | 0.54% | Share |
| 36 | NFLX | Netflix, Inc. | 1239.22 | +0.70% | 19.84K | +5.04% | 18.5M | 687.49 | 0.52% | Share |
| 37 | ITOT | iShares Core S&... | 140.54 | -0.26% | 145.96K | +47.80% | 17.81M | 104.92 | 0.50% | Share |
| 38 | VB | Vanguard Small ... | 245.92 | -0.39% | 76.85K | +9.32% | 17.04M | 211.04 | 0.48% | Share |
| 39 | IAU | iShares Gold Tr... | 62.94 | +0.06% | 279.76K | +232.58% | 16.49M | 56.12 | 0.46% | Share |
| 40 | AVGO | Broadcom Inc. | 306.07 | -1.66% | 96.09K | +3.46% | 16.09M | 108.28 | 0.45% | Share |
| 41 | XOM | Exxon Mobil Cor... | 106.53 | -0.79% | 129.38K | +5.78% | 15.39M | 108.03 | 0.43% | Share |
| 42 | IEF | iShares 7-10 Ye... | 95.22 | -0.2% | 159.27K | +84.19% | 15.19M | 94.69 | 0.43% | Share |
| 43 | SCHR | Schwab Intermed... | 24.93 | -0.08% | 584.33K | +79.04% | 14.53M | 25.07 | 0.41% | Share |
| 44 | V | Visa Inc. | 344.47 | -0.3% | 40.48K | -1.6% | 14.19M | 252.09 | 0.40% | Share |
| 45 | SPYG | SPDR Portfolio ... | 99.95 | -0.31% | 176.34K | +14.34% | 14.17M | 72.27 | 0.40% | Share |
| 46 | IWF | iShares Russell... | 448.97 | -0.32% | 38.91K | +3.34% | 14.05M | 325.42 | 0.39% | Share |
| 47 | USFR | WisdomTree Floa... | 50.42 | +0.05% | 277.76K | +0.08% | 13.98M | 50.32 | 0.39% | Share |
| 48 | VWO | Vanguard Emergi... | 51.35 | +0.28% | 300.85K | +17.64% | 13.62M | 41.88 | 0.38% | Share |
| 49 | IGSB | iShares 1-5 Yea... | 52.80 | +0.01% | 257.95K | +11.00% | 13.51M | 51.57 | 0.38% | Share |
| 50 | IBM | International B... | 239.84 | +1.15% | 54.22K | +131.77% | 13.48M | 225.37 | 0.38% | Share |
| 51 | UNH | UnitedHealth Gr... | 304.04 | +11.99% | 25.25K | +2.10% | 13.22M | 482.02 | 0.37% | Share |
| 52 | GLD | SPDR Gold Share... | 307.46 | +0.07% | 45.4K | +48.65% | 13.08M | 223.27 | 0.37% | Share |
| 53 | ET | Energy Transfer... | 17.24 | -0.81% | 686.74K | +0.18% | 12.77M | 17.96 | 0.36% | Share |
| 54 | GOOG | Alphabet Inc. | 204.80 | +0.48% | 81.31K | +65.59% | 12.7M | 152.69 | 0.36% | Share |
| 55 | ABBV | AbbVie Inc. | 206.66 | +0.97% | 59.45K | +24.51% | 12.46M | 173.35 | 0.35% | Share |
| 56 | EWJ | iShares MSCI Ja... | 80.13 | +1.68% | 181.2K | +4.48K% | 12.42M | 68.4 | 0.35% | Share |
| 57 | SPYV | SPDR Portfolio ... | 54.05 | -0.21% | 239.05K | +12.20% | 12.21M | 47.25 | 0.34% | Share |
| 58 | IWM | iShares Russell... | 226.97 | -0.55% | 60.56K | -31.37% | 12.08M | 203.64 | 0.34% | Share |
| 59 | EMHY | iShares J.P. Mo... | 39.51 | -0.13% | 301.22K | +100.00% | 11.52M | 38.23 | 0.32% | Share |
| 60 | IWD | iShares Russell... | 198.27 | -0.2% | 60.26K | +9.16% | 11.34M | 168.75 | 0.32% | Share |
| 61 | VCIT | Vanguard Interm... | 83.05 | -0.09% | 134.58K | +5.28% | 11M | 82.55 | 0.31% | Share |
| 62 | SCHD | Schwab U.S. Div... | 27.34 | -0.02% | 389.23K | +24.91% | 10.88M | 27.39 | 0.30% | Share |
| 63 | IEMG | iShares Core MS... | 62.10 | +0.22% | 201.53K | -11.77% | 10.88M | 54.41 | 0.30% | Share |
| 64 | XLG | Invesco S&P 500... | 55.12 | -0.15% | 234.93K | +100.00% | 10.81M | 46.02 | 0.30% | Share |
| 65 | CAT | Caterpillar Inc... | 407.54 | -2.39% | 32.04K | -15.09% | 10.57M | 310.96 | 0.30% | Share |
| 66 | LLY | Eli Lilly and C... | 702.09 | +2.58% | 12.49K | +0.16% | 10.31M | 771.12 | 0.29% | Share |
| 67 | JNJ | Johnson & Johns... | 176.73 | +1.15% | 59.21K | +8.73% | 9.82M | 156.77 | 0.28% | Share |
| 68 | TSM | Taiwan Semicond... | 238.93 | -0.86% | 58.96K | +56.88% | 9.79M | 158.61 | 0.27% | Share |
| 69 | HD | The Home Depot,... | 399.60 | -0.18% | 26.33K | +9.11% | 9.65M | 350.87 | 0.27% | Share |
| 70 | VYM | Vanguard High D... | 136.98 | -0.3% | 73.34K | +10.89% | 9.46M | 113.66 | 0.27% | Share |
| 71 | FDN | First Trust Dow... | 272.29 | +0.42% | 41.88K | +780.37% | 9.3M | 217.57 | 0.26% | Share |
| 72 | SCHX | Schwab U.S. Lar... | 25.45 | -0.29% | 421.01K | +56.16% | 9.3M | 22.5 | 0.26% | Share |
| 73 | IWO | iShares Russell... | 299.27 | -0.39% | 35.6K | +73.94% | 9.1M | 254.13 | 0.25% | Share |
| 74 | MRK | Merck & Co., In... | 84.30 | +1.85% | 100.17K | -1.89% | 8.99M | 109.78 | 0.25% | Share |
| 75 | ABT | Abbott Laborato... | 131.73 | +1.90% | 65.84K | +11.71% | 8.73M | 111.88 | 0.24% | Share |
| 76 | CRM | Salesforce, Inc... | 242.48 | +3.90% | 31.85K | +70.35% | 8.55M | 252.57 | 0.24% | Share |
| 77 | LMBS | First Trust Low... | 49.48 | -0.11% | 171.09K | +527.97% | 8.41M | 49.18 | 0.24% | Share |
| 78 | GM | General Motors ... | 56.34 | -0.15% | 177.89K | +1.15% | 8.37M | 48.93 | 0.23% | Share |
| 79 | FNDF | Schwab Fundamen... | 42.16 | +0.51% | 228.86K | -5.95% | 8.27M | 33.28 | 0.23% | Share |
| 80 | XLK | Technology Sele... | 265.69 | -0.76% | 39.59K | +51.81% | 8.17M | 213.01 | 0.23% | Share |
| 81 | KO | The Coca-Cola C... | 69.91 | +0.51% | 114.06K | +16.67% | 8.17M | 62.23 | 0.23% | Share |
| 82 | MUB | iShares Nationa... | 104.04 | -0.01% | 75.41K | -40.1% | 7.95M | 107.61 | 0.22% | Share |
| 83 | AXP | American Expres... | 305.56 | -0.71% | 29.5K | +170.47% | 7.94M | 270.71 | 0.22% | Share |
| 84 | SCHP | Schwab U.S. TIP... | 26.64 | -0.28% | 294.63K | -0.82% | 7.92M | 26.46 | 0.22% | Share |
| 85 | EFA | iShares MSCI EA... | 92.19 | +0.59% | 96.33K | +257.89% | 7.87M | 80.69 | 0.22% | Share |
| 86 | VHT | Vanguard Health... | 252.60 | +1.60% | 29.31K | +1.34K% | 7.76M | 265.15 | 0.22% | Share |
| 87 | SYK | Stryker Corpora... | 381.86 | +0.88% | 20.82K | -14.86% | 7.75M | 339.69 | 0.22% | Share |
| 88 | XLE | Energy Select S... | 85.56 | +0.01% | 82.19K | +19.43% | 7.68M | 82.57 | 0.22% | Share |
| 89 | PG | The Procter & G... | 154.24 | +0.33% | 44.51K | +14.54% | 7.59M | 155.88 | 0.21% | Share |
| 90 | VTEB | Vanguard Tax-Ex... | 48.88 | +0.01% | 152.74K | -44.63% | 7.58M | 50.52 | 0.21% | Share |
| 91 | CDL | VictoryShares U... | 68.44 | -0.33% | 109.34K | +100.00% | 7.49M | 68.49 | 0.21% | Share |
| 92 | SCHG | Schwab U.S. Lar... | 30.70 | -0.18% | 298.81K | +23.41% | 7.48M | 23.29 | 0.21% | Share |
| 93 | LQD | iShares iBoxx $... | 109.72 | -0.15% | 68.11K | +7.42% | 7.4M | 106.37 | 0.21% | Share |
| 94 | SO | The Southern Co... | 94.05 | -0.15% | 80.21K | +39.10% | 7.38M | 80.34 | 0.21% | Share |
| 95 | TSLA | Tesla, Inc. | 330.38 | -1.55% | 28.28K | +7.97% | 7.33M | 238.42 | 0.21% | Share |
| 96 | SPIB | SPDR Portfolio ... | 33.63 | -0.04% | 220.26K | +14.31% | 7.32M | 33.21 | 0.21% | Share |
| 97 | GMED | Globus Medical,... | 60.55 | +0.88% | 97.99K | +100.00% | 7.17M | 73.2 | 0.20% | Share |
| 98 | SLQD | iShares 0-5 Yea... | 50.62 | 0.00% | 140K | -4.91% | 7.04M | 49.31 | 0.20% | Share |
| 99 | CFA | VictoryShares U... | 89.39 | -0.34% | 83.17K | +100.00% | 7.02M | 84.44 | 0.20% | Share |
| 100 | NOBL | ProShares S&P 5... | 104.18 | -0.14% | 67.04K | +721.81% | 6.85M | 101.86 | 0.19% | Share |
| 101 | VFH | Vanguard Financ... | 128.31 | -1.09% | 57.28K | +100.00% | 6.84M | 119.47 | 0.19% | Share |
| 102 | XLF | Financial Selec... | 52.45 | -1.05% | 136.28K | +31.91% | 6.79M | 45.56 | 0.19% | Share |
| 103 | CCJ | Cameco Corporat... | 75.56 | +0.01% | 164.17K | +9.32% | 6.76M | 48 | 0.19% | Share |
| 104 | FXR | First Trust Ind... | 78.00 | -0.8% | 96.84K | +752.35% | 6.74M | 68.54 | 0.19% | Share |
| 105 | REGN | Regeneron Pharm... | 580.43 | +2.55% | 10.6K | +0.61% | 6.72M | 879.15 | 0.19% | Share |
| 106 | T | AT&T Inc. | 28.89 | +0.47% | 236.71K | -4.05% | 6.69M | 21.21 | 0.19% | Share |
| 107 | EPI | WisdomTree Indi... | 44.60 | +0.52% | 149.73K | +453.31% | 6.54M | 43.99 | 0.18% | Share |
| 108 | NEE | NextEra Energy,... | 75.50 | +4.51% | 91.89K | +10.01% | 6.51M | 74.49 | 0.18% | Share |
| 109 | INDY | iShares India 5... | 51.77 | +0.48% | 126.47K | +100.00% | 6.42M | 50.77 | 0.18% | Share |
| 110 | CSCO | Cisco Systems, ... | 66.17 | -4.51% | 103.56K | +25.87% | 6.39M | 56.48 | 0.18% | Share |
| 111 | VIG | Vanguard Divide... | 209.53 | -0.26% | 32.52K | +4.82% | 6.31M | 189.54 | 0.18% | Share |
| 112 | HON | Honeywell Inter... | 216.68 | -0.7% | 29.69K | -13.55% | 6.29M | 207.56 | 0.18% | Share |
| 113 | VCSH | Vanguard Short-... | 79.58 | +0.01% | 78.69K | +1.32% | 6.21M | 79.97 | 0.17% | Share |
| 114 | IJR | iShares Core S&... | 114.39 | -0.66% | 59.27K | +18.12% | 6.2M | 109.54 | 0.17% | Share |
| 115 | ADP | Automatic Data ... | 301.78 | +0.03% | 20.22K | +4.50% | 6.18M | 235.42 | 0.17% | Share |
| 116 | IWN | iShares Russell... | 166.51 | -0.74% | 40.82K | -6.47% | 6.16M | 158.03 | 0.17% | Share |
| 117 | MELI | MercadoLibre, I... | 2392.36 | +3.13% | 3.1K | +9.68% | 6.06M | 1488.57 | 0.17% | Share |
| 118 | MCD | McDonald's Corp... | 308.67 | -0.09% | 19.39K | +4.98% | 6.06M | 258.73 | 0.17% | Share |
| 119 | CVX | Chevron Corpora... | 156.50 | +0.87% | 36.08K | +23.73% | 6.04M | 147.98 | 0.17% | Share |
| 120 | HYG | iShares iBoxx $... | 80.42 | +0.03% | 76.22K | +357.04% | 6.01M | 79.84 | 0.17% | Share |
| 121 | TJX | The TJX Compani... | 132.63 | -0.24% | 49.35K | -3.4% | 6.01M | 102.26 | 0.17% | Share |
| 122 | BND | Vanguard Total ... | 73.44 | -0.14% | 79.17K | -20.63% | 5.82M | 73.77 | 0.16% | Share |
| 123 | IXUS | iShares Core MS... | 79.96 | +0.44% | 82.81K | +10.56% | 5.78M | 62.89 | 0.16% | Share |
| 124 | CYBR | CyberArk Softwa... | 423.66 | +2.20% | 17.08K | +0.51% | 5.77M | 272.06 | 0.16% | Share |
| 125 | FXU | First Trust Uti... | 44.49 | -0.78% | 140.53K | +100.00% | 5.76M | 41.01 | 0.16% | Share |
| 126 | SPGI | S&P Global Inc. | 556.15 | -1.42% | 11.32K | -1.04% | 5.75M | 431.59 | 0.16% | Share |
| 127 | ORCL | Oracle Corporat... | 248.72 | +1.54% | 40.37K | +9.58% | 5.64M | 121.19 | 0.16% | Share |
| 128 | MS | Morgan Stanley | 144.65 | -2.6% | 47.76K | -2.65% | 5.57M | 91.67 | 0.16% | Share |
| 129 | DIA | SPDR Dow Jones ... | 449.48 | +0.07% | 12.98K | +78.74% | 5.45M | 395.57 | 0.15% | Share |
| 130 | MA | Mastercard Inco... | 582.05 | -0.29% | 9.94K | -10.77% | 5.45M | 431.77 | 0.15% | Share |
| 131 | SUN | Sunoco LP | 52.49 | +0.42% | 93.18K | +21.89% | 5.41M | 54.34 | 0.15% | Share |
| 132 | SCHB | Schwab U.S. Bro... | 24.80 | -0.26% | 237.45K | +147.36% | 5.11M | 21.76 | 0.14% | Share |
| 133 | VGT | Vanguard Inform... | 699.83 | -0.66% | 9.41K | +214.53% | 5.11M | 552.17 | 0.14% | Share |
| 134 | MDY | SPDR S&P MIDCAP... | 579.85 | -0.55% | 9.44K | +5.16% | 5.04M | 523.85 | 0.14% | Share |
| 135 | VZ | Verizon Communi... | 44.23 | +1.70% | 110.66K | +59.16% | 5.02M | 45.14 | 0.14% | Share |
| 136 | ORLY | O'Reilly Automo... | 101.49 | -0.01% | 3.46K | +13.96% | 4.96M | 946.44 | 0.14% | Share |
| 137 | CB | Chubb Limited | 274.20 | -0.56% | 16.36K | +8.85% | 4.94M | 223.41 | 0.14% | Share |
| 138 | WMB | The Williams Co... | 57.48 | +0.24% | 82.62K | +1.18% | 4.94M | 48.31 | 0.14% | Share |
| 139 | BLK | BlackRock, Inc. | 1135.68 | -2.11% | 5.21K | -0.12% | 4.93M | 1025.11 | 0.14% | Share |
| 140 | BIV | Vanguard Interm... | 77.23 | -0.1% | 64.32K | +3.68% | 4.92M | 77.16 | 0.14% | Share |
| 141 | SCHF | Schwab Internat... | 22.83 | +0.44% | 247.19K | +699.16% | 4.89M | 19.77 | 0.14% | Share |
| 142 | EPD | Enterprise Prod... | 31.51 | -1.28% | 142.91K | +0.36% | 4.88M | 30.89 | 0.14% | Share |
| 143 | AFL | Aflac Incorpora... | 105.37 | +0.07% | 42.45K | +120.29% | 4.72M | 103.32 | 0.13% | Share |
| 144 | NLR | VanEck Uranium+... | 115.75 | -0.18% | 64.29K | +100.00% | 4.71M | 73.27 | 0.13% | Share |
| 145 | NTR | Nutrien Ltd. | 57.10 | +0.34% | 94.5K | +2.14% | 4.69M | 44.85 | 0.13% | Share |
| 146 | SHW | The Sherwin-Wil... | 364.06 | -0.41% | 12.65K | +1.36% | 4.42M | 290.91 | 0.12% | Share |
| 147 | BRO | Brown & Brown, ... | 95.40 | +0.28% | 35.41K | +404.13% | 4.41M | 115.72 | 0.12% | Share |
| 148 | ACN | Accenture plc | 246.97 | +0.33% | 13.89K | -0.96% | 4.34M | 311.87 | 0.12% | Share |
| 149 | UNP | Union Pacific C... | 220.61 | -0.41% | 18.32K | +6.79% | 4.33M | 222.71 | 0.12% | Share |
| 150 | ALB | Albemarle Corpo... | 82.16 | +0.90% | 59.83K | +100.00% | 4.31M | 72.02 | 0.12% | Share |