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:
Search and click to pin securities to the top
Page 19 of 36
00162Q858
Shares:
18618
Value:
$1.1B
85207H104
Shares:
43659(+25.8%)
Value:
$1.1B(+50.2%)
74347G192
Shares:
26868
Value:
$1.0B
337345102
Shares:
5660(+22.1%)
Value:
$982.4M(+12.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip00162Q858)✕ | 18.6K | QoQ NEW(+18.6K) YoY NEW(+18.6K) | All Managers (Combined) | $1.1M | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
9.9K | All Managers (Combined) | $1.1M | |||
Nike, Inc.(NKEcusip654106103) | 16.9K | All Managers (Combined) | $1.1M | ||
15.0K | YoY NEW(+15.0K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) | |
43.7K | YoY NEW(+43.7K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) | |
(cusip85207H104)✕ | 43.7K | YoY NEW(+43.7K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
Enbridge Inc(ENBcusip29250N105) | 23.6K | QoQ +1.89% (+439)YoY NEW(+23.6K) | All Managers (Combined) | $1.0M | YoY NEW(+$1.0M) |
3.0K | YoY NEW(+3.0K) | All Managers (Combined) | $1.0M | YoY NEW(+$1.0M) | |
(cusip74347G192)✕ | 26.9K | QoQ NEW(+26.9K) YoY NEW(+26.9K) | All Managers (Combined) | $1.0M | QoQ NEW(+$1.0M) YoY NEW(+$1.0M) |
6.0K | All Managers (Combined) | $1.0M | |||
Paychex Inc(PAYXcusip704326107) | 6.7K | All Managers (Combined) | $1.0M | ||
3.9K | QoQ -3.68% (-149)YoY -5.53% (-228) | All Managers (Combined) | $1.0M | ||
25.4K | YoY NEW(+25.4K) | All Managers (Combined) | $997.2K | YoY NEW(+$997.2K) | |
7.0K | All Managers (Combined) | $993.9K | |||
11.9K | QoQ +4.92% (-560)YoY NEW(+11.9K) | All Managers (Combined) | $992.9K | YoY NEW(+$992.9K) | |
Gartner Inc(ITcusip366651107) | 2.4K | YoY NEW(+2.4K) | All Managers (Combined) | $988.7K | YoY NEW(+$988.7K) |
(cusip337345102)✕ | 5.7K | All Managers (Combined) | $982.4K | ||
10.0K | QoQ -0.63% (-64)YoY NEW(+10.0K) | All Managers (Combined) | $977.7K | YoY NEW(+$977.7K) | |
23.4K | All Managers (Combined) | $977.7K | |||
11.6K | All Managers (Combined) | $976.4K |