Summit Financial, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Summit Financial, LLC
Data Enrichment
76% identified
534 identified172 unidentified

Holdings

706 positions
Manager:
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Page 1 of 36
922908769
Shares:
1517901(+2.3%)
Value:
$417.2B(-2.9%)
922042775
Shares:
3340457(-0.6%)
Value:
$202.6B(+5.0%)
922908736
Shares:
229949(+39207.5%)
Value:
$85.3B(+35432.8%)
Apple Inc.
Shares:
368654(+28.7%)
Value:
$81.9B(+14.2%)
BERKSHIRE HATHAWAY INC
Shares:
147924(+250.7%)
Value:
$78.8B(+312.0%)
922908744
Shares:
437227(+4.3%)
Value:
$75.5B(+6.4%)
SPDR S&P 500 ETF TRUST
Shares:
125348(+36023.3%)
Value:
$70.1B(+34309.7%)
464288679
Shares:
586507
Value:
$64.8B
MICROSOFT CORP
Shares:
165602(+27.0%)
Value:
$62.2B(+13.1%)
AMAZON COM INC
Shares:
298559(+33.3%)
Value:
$56.8B(+15.6%)
NVIDIA CORP
Shares:
490833(+15.4%)
Value:
$53.2B(-6.8%)
922908363
Shares:
96643(+3796.9%)
Value:
$49.7B(+3616.9%)
464287200
Shares:
79081(+16.5%)
Value:
$44.4B(+11.2%)
46431W507
Shares:
718511
Value:
$36.6B
46432F339
Shares:
208691(+1000.5%)
Value:
$35.7B(+956.1%)
922908611
Shares:
191374(-3.1%)
Value:
$35.7B(-8.9%)
Meta Platforms, Inc.
Shares:
59085(+2.5%)
Value:
$34.1B(+0.9%)
INVESCO QQQ TRUST, SERIES 1
Shares:
69746(+85.5%)
Value:
$32.7B(+70.1%)
81369Y886
Shares:
384920(+6735.7%)
Value:
$30.4B(+7021.1%)
JPMORGAN CHASE & CO
Shares:
123545(+31.0%)
Value:
$30.3B(+34.1%)