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 3 of 36
EXXON MOBIL CORP
Shares:
129378(+5.8%)
Value:
$15.4B(+16.9%)
464287440
Shares:
159268(+84.2%)
Value:
$15.2B(+90.0%)
808524854
Shares:
584327(+278.6%)
Value:
$14.5B(+287.4%)
VISA INC.
Shares:
40480(-1.6%)
Value:
$14.2B(+9.1%)
78464A409
Shares:
176338(+14.3%)
Value:
$14.2B(+4.5%)
464287614
Shares:
38912(+3.3%)
Value:
$14.1B(-7.1%)
97717Y527
Shares:
277763(+0.1%)
Value:
$14.0B(+0.1%)
922042858
Shares:
300852(+17.6%)
Value:
$13.6B(+20.9%)
464288646
Shares:
257948(+11.0%)
Value:
$13.5B(+12.4%)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:
54221(+131.8%)
Value:
$13.5B(+162.2%)
UNITEDHEALTH GROUP INC
Shares:
25249(+2.1%)
Value:
$13.2B(+5.7%)
SPDR GOLD TRUST
Shares:
45396(+48.6%)
Value:
$13.1B(+76.9%)
Energy Transfer LP
Shares:
686738(+0.2%)
Value:
$12.8B(-4.9%)
Alphabet Inc.
Shares:
81307(+65.6%)
Value:
$12.7B(+35.8%)
AbbVie Inc.
Shares:
59446(+24.5%)
Value:
$12.5B(+46.8%)
46434G822
Shares:
181196(+4481.4%)
Value:
$12.4B(+4581.4%)
78464A508
Shares:
239048(+12.2%)
Value:
$12.2B(+12.0%)
464287655
Shares:
60565(-31.4%)
Value:
$12.1B(-38.0%)
464286285
Shares:
301221
Value:
$11.5B
464287598
Shares:
60259(+9.2%)
Value:
$11.3B(+10.9%)