Summit Financial, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 706
- Total Value
- 3568500023
- Accession Number
- 0001765536-25-000004
- Form Type
- 13F-HR
- CIK
- 0001765536
- Manager Name
- Summit Financial, LLC
Data Enrichment
76% identified534 identified172 unidentified
Holdings
706 positions
Manager:
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Page 1 of 36
464288679
Shares:
586507
Value:
$64.8B
46431W507
Shares:
718511
Value:
$36.6B
81369Y886
Shares:
384920(+6735.7%)
Value:
$30.4B(+7021.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.5M | All Managers (Combined) | $417.2M | |||
3.3M | All Managers (Combined) | $202.6M | |||
229.9K | All Managers (Combined) | $85.3M | |||
Apple Inc.(AAPLcusip037833100) | 368.7K | All Managers (Combined) | $81.9M | ||
147.9K | All Managers (Combined) | $78.8M | |||
437.2K | All Managers (Combined) | $75.5M | |||
125.3K | All Managers (Combined) | $70.1M | |||
(cusip464288679)✕ | 586.5K | QoQ NEW(+586.5K) | All Managers (Combined) | $64.8M | QoQ NEW(+$64.8M) |
Microsoft Corp(MSFTcusip594918104) | 165.6K | All Managers (Combined) | $62.2M | ||
Amazon Com Inc(AMZNcusip023135106) | 298.6K | All Managers (Combined) | $56.8M | ||
Nvidia Corp(NVDAcusip67066G104) | 490.8K | All Managers (Combined) | $53.2M | ||
96.6K | All Managers (Combined) | $49.7M | |||
79.1K | All Managers (Combined) | $44.4M | |||
(cusip46431W507)✕ | 718.5K | QoQ NEW(+718.5K) YoY NEW(+718.5K) | All Managers (Combined) | $36.6M | QoQ NEW(+$36.6M) YoY NEW(+$36.6M) |
208.7K | YoY NEW(+208.7K) | All Managers (Combined) | $35.7M | YoY NEW(+$35.7M) | |
191.4K | All Managers (Combined) | $35.7M | |||
59.1K | All Managers (Combined) | $34.1M | |||
69.7K | All Managers (Combined) | $32.7M | |||
(cusip81369Y886)✕ | 384.9K | All Managers (Combined) | $30.4M | ||
123.5K | All Managers (Combined) | $30.3M |