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 13 of 36
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
6.6K | QoQ NEW(+6.6K) YoY NEW(+6.6K) | All Managers (Combined) | $2.3M | QoQ NEW(+$2.3M) YoY NEW(+$2.3M) | |
20.5K | All Managers (Combined) | $2.2M | |||
4.0K | QoQ -1.12% (-46) | All Managers (Combined) | $2.2M | ||
150.1K | QoQ 0.00% (+0)YoY NEW(+150.1K) | All Managers (Combined) | $2.2M | YoY NEW(+$2.2M) | |
13.0K | All Managers (Combined) | $2.2M | |||
28.8K | QoQ NEW(+28.8K) YoY NEW(+28.8K) | All Managers (Combined) | $2.2M | QoQ NEW(+$2.2M) YoY NEW(+$2.2M) | |
18.7K | All Managers (Combined) | $2.2M | |||
Suncor Energy Inc(SUcusip867224107) | 56.8K | YoY NEW(+56.8K) | All Managers (Combined) | $2.2M | YoY NEW(+$2.2M) |
30.6K | QoQ NEW(+30.6K) YoY NEW(+30.6K) | All Managers (Combined) | $2.2M | QoQ NEW(+$2.2M) YoY NEW(+$2.2M) | |
Frontline Plc(FROcusipM46528101) | 145.0K | QoQ -0.09% (-142)YoY NEW(+145.0K) | All Managers (Combined) | $2.2M | YoY NEW(+$2.2M) |
6.4K | QoQ -7.55% (-522)YoY +5.68% (+344) | All Managers (Combined) | $2.2M | ||
53.0K | All Managers (Combined) | $2.1M | |||
4.8K | All Managers (Combined) | $2.1M | |||
16.4K | All Managers (Combined) | $2.1M | |||
8.2K | All Managers (Combined) | $2.1M | |||
Medtronic Plc(MDTcusipG5960L103) | 22.6K | All Managers (Combined) | $2.0M | ||
9.3K | All Managers (Combined) | $2.0M | |||
Adobe Inc.(ADBEcusip00724F101) | 5.3K | All Managers (Combined) | $2.0M | ||
Draftkings Inc.(DKNGcusip26142V105) | 60.5K | All Managers (Combined) | $2.0M | ||
Realty Income Corp(Ocusip756109104) | 33.5K | All Managers (Combined) | $1.9M |