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 2 of 36
464287432
Shares:
310659(+235.9%)
Value:
$28.3B(+250.1%)
97717W851
Shares:
224707(+584.0%)
Value:
$24.8B(+583.4%)
464287226
Shares:
247123(+33.8%)
Value:
$24.4B(+36.5%)
46434V613
Shares:
501831(+109.4%)
Value:
$23.1B(+113.5%)
92189F643
Shares:
259028(+4808.6%)
Value:
$22.8B(+4558.5%)
46137V837
Shares:
204941
Value:
$20.5B
464285204
Shares:
279758(+232.6%)
Value:
$16.5B(+296.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
565.0K | All Managers (Combined) | $28.7M | |||
177.6K | All Managers (Combined) | $28.5M | |||
(cusip464287432)✕ | 310.7K | All Managers (Combined) | $28.3M | ||
27.7K | All Managers (Combined) | $26.2M | |||
147.3K | All Managers (Combined) | $25.5M | |||
327.1K | All Managers (Combined) | $25.4M | |||
(cusip97717W851)✕ | 224.7K | YoY NEW(+224.7K) | All Managers (Combined) | $24.8M | YoY NEW(+$24.8M) |
(cusip464287226)✕ | 247.1K | All Managers (Combined) | $24.4M | ||
320.7K | All Managers (Combined) | $24.3M | |||
(cusip46434V613)✕ | 501.8K | All Managers (Combined) | $23.1M | ||
391.4K | All Managers (Combined) | $22.8M | |||
(cusip92189F643)✕ | 259.0K | YoY NEW(+259.0K) | All Managers (Combined) | $22.8M | YoY NEW(+$22.8M) |
79.6K | All Managers (Combined) | $20.6M | |||
(cusip46137V837)✕ | 204.9K | QoQ NEW(+204.9K) YoY NEW(+204.9K) | All Managers (Combined) | $20.5M | QoQ NEW(+$20.5M) YoY NEW(+$20.5M) |
Walmart Inc.(WMTcusip931142103) | 221.3K | All Managers (Combined) | $19.4M | ||
Netflix Inc(NFLXcusip64110L106) | 19.8K | All Managers (Combined) | $18.5M | ||
146.0K | All Managers (Combined) | $17.8M | |||
76.8K | All Managers (Combined) | $17.0M | |||
(cusip464285204)✕ | 279.8K | YoY NEW(+279.8K) | All Managers (Combined) | $16.5M | YoY NEW(+$16.5M) |
Broadcom Inc.(AVGOcusip11135F101) | 96.1K | All Managers (Combined) | $16.1M |