Summit Financial, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
534 identified172 unidentified

Holdings

706 positions
Manager:
SEC
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Page 16 of 36
33733E104
33733E104
Shares:
16962(+13.4%)
Value:
$1.5B(+15.8%)
81369Y209
81369Y209
Shares:
10386(-57.3%)
Value:
$1.5B(-54.7%)
500767306
500767306
Shares:
43372(+2.9%)
Value:
$1.5B(+22.8%)
808524508
808524508
Shares:
56966(-12.7%)
Value:
$1.5B(-17.5%)
46434V803
HEFA|46434V803
Shares:
40786
Value:
$1.5B
Duke Energy CORP
DUK|26441C204
Shares:
12068(-24.9%)
Value:
$1.5B(-15.0%)
37954Y830
37954Y830
Shares:
37500(+0.0%)
Value:
$1.5B(+0.9%)
78464A631
78464A631
Shares:
9102(+12.7%)
Value:
$1.5B(+9.2%)
MARRIOTT INTERNATIONAL INC /MD/
MAR|571903202
Shares:
6129(+6.3%)
Value:
$1.5B(-9.2%)
464287309
IVW|464287309
Shares:
15583(+39.0%)
Value:
$1.4B(+27.1%)
33739E108
33739E108
Shares:
82207(+5.3%)
Value:
$1.4B(+4.6%)
85207K107
85207K107
Shares:
121346(+19.6%)
Value:
$1.4B(+43.8%)
Mondelez International, Inc.
MDLZ|609207105
Shares:
20567(-9.8%)
Value:
$1.4B(+1.7%)
BROADRIDGE FINANCIAL SOLUTIONS, INC.
BR|11133T103
Shares:
5749(+9.0%)
Value:
$1.4B(+16.5%)
92189H300
92189H300
Shares:
58356(+191.7%)
Value:
$1.4B(+201.2%)
PROGRESSIVE CORP/OH/
PGR|743315103
Shares:
4896(+4.8%)
Value:
$1.4B(+23.8%)
Booking Holdings Inc.
BKNG|09857L108
Shares:
297(-23.3%)
Value:
$1.4B(-28.8%)
72201R833
72201R833
Shares:
13463(+0.3%)
Value:
$1.4B(+0.2%)
COLGATE PALMOLIVE CO
CL|194162103
Shares:
14399(+1.9%)
Value:
$1.3B(+5.0%)
464288158
464288158
Shares:
12664(-14.6%)
Value:
$1.3B(-14.5%)