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 12 of 36
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93727(+19.9%)
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24578(+154.9%)
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15965(+1180.3%)
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INTUIT INC.
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3735(+4.3%)
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316092808
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14185(-1.2%)
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$2.3B(-13.8%)
ALTRIA GROUP, INC.
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37856(+1.0%)
Value:
$2.3B(+13.7%)
APPLIED MATERIALS INC /DE
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15531(+0.6%)
Value:
$2.3B(-10.3%)