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:
Search and click to pin securities to the top
Page 2 of 36
921943858
Shares:
564968(+9701.7%)
Value:
$28.7B(+10318.2%)
922908512
Shares:
177641(+0.4%)
Value:
$28.5B(-0.4%)
464287432
Shares:
310659(+235.9%)
Value:
$28.3B(+250.1%)
COSTCO WHOLESALE CORP /NEW
Shares:
27659(-0.9%)
Value:
$26.2B(+2.3%)
46137V357
Shares:
147266(+183.3%)
Value:
$25.5B(+180.1%)
Wheaton Precious Metals Corp.
Shares:
327083(-12.0%)
Value:
$25.4B(+21.5%)
97717W851
Shares:
224707(+584.0%)
Value:
$24.8B(+583.4%)
464287226
Shares:
247123(+33.8%)
Value:
$24.4B(+36.5%)
46432F842
Shares:
320673(-24.0%)
Value:
$24.3B(-18.2%)
46434V613
Shares:
501831(+109.4%)
Value:
$23.1B(+113.5%)
464287507
Shares:
391386(+99.2%)
Value:
$22.8B(+86.5%)
92189F643
Shares:
259028(+4808.6%)
Value:
$22.8B(+4558.5%)
922908629
Shares:
79552(+8472.4%)
Value:
$20.6B(+8292.7%)
46137V837
Shares:
204941
Value:
$20.5B
Walmart Inc.
Shares:
221310(+14.6%)
Value:
$19.4B(+11.1%)
NETFLIX INC
Shares:
19837(+5.0%)
Value:
$18.5B(+9.9%)
464287150
Shares:
145964(+1372.5%)
Value:
$17.8B(+1296.8%)
922908751
Shares:
76846(+9.3%)
Value:
$17.0B(+0.9%)
464285204
Shares:
279758(+232.6%)
Value:
$16.5B(+296.1%)
Broadcom Inc.
Shares:
96086(+3.5%)
Value:
$16.1B(-25.3%)