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 12 of 36
33739Q408
Shares:
44141(+33.2%)
Value:
$2.6B(+33.4%)
78463X509
Shares:
65160(+3.6%)
Value:
$2.6B(+6.3%)
464287879
Shares:
25246(+32.3%)
Value:
$2.5B(+18.7%)
81369Y852
Shares:
24578(+154.9%)
Value:
$2.4B(+154.0%)
316092808
Shares:
14185(-1.2%)
Value:
$2.3B(-13.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
13.3K | YoY NEW(+13.3K) | All Managers (Combined) | $2.7M | YoY NEW(+$2.7M) | |
Eaton Corp Plc(ETNcusipG29183103) | 9.7K | YoY NEW(+9.7K) | All Managers (Combined) | $2.6M | YoY NEW(+$2.6M) |
(cusip33739Q408)✕ | 44.1K | All Managers (Combined) | $2.6M | ||
15.4K | All Managers (Combined) | $2.6M | |||
35.8K | All Managers (Combined) | $2.6M | |||
(cusip78463X509)✕ | 65.2K | YoY NEW(+65.2K) | All Managers (Combined) | $2.6M | YoY NEW(+$2.6M) |
Blackstone Inc.(BXcusip09260D107) | 18.2K | All Managers (Combined) | $2.6M | ||
4.1K | All Managers (Combined) | $2.5M | |||
10.9K | QoQ +0.07% (+8) | All Managers (Combined) | $2.5M | ||
(cusip464287879)✕ | 25.2K | All Managers (Combined) | $2.5M | ||
10.8K | QoQ NEW(+10.8K) YoY NEW(+10.8K) | All Managers (Combined) | $2.4M | QoQ NEW(+$2.4M) YoY NEW(+$2.4M) | |
Phillips 66(PSXcusip718546104) | 19.5K | All Managers (Combined) | $2.4M | ||
Pfizer Inc(PFEcusip717081103) | 93.7K | All Managers (Combined) | $2.4M | ||
(cusip81369Y852)✕ | 24.6K | YoY NEW(+24.6K) | All Managers (Combined) | $2.4M | YoY NEW(+$2.4M) |
Msa Safety Inc(MSAcusip553498106) | 16.0K | YoY NEW(+16.0K) | All Managers (Combined) | $2.3M | YoY NEW(+$2.3M) |
20.9K | YoY NEW(+20.9K) | All Managers (Combined) | $2.3M | YoY NEW(+$2.3M) | |
Intuit Inc.(INTUcusip461202103) | 3.7K | All Managers (Combined) | $2.3M | ||
(cusip316092808)✕ | 14.2K | All Managers (Combined) | $2.3M | ||
37.9K | All Managers (Combined) | $2.3M | |||
15.5K | All Managers (Combined) | $2.3M |