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 3 of 36
808524854
Shares:
584327(+278.6%)
Value:
$14.5B(+287.4%)
97717Y527
Shares:
277763(+0.1%)
Value:
$14.0B(+0.1%)
464288646
Shares:
257948(+11.0%)
Value:
$13.5B(+12.4%)
464286285
Shares:
301221
Value:
$11.5B
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Exxon Mobil Corp(XOMcusip30231G102) | 129.4K | All Managers (Combined) | $15.4M | ||
159.3K | All Managers (Combined) | $15.2M | |||
(cusip808524854)✕ | 584.3K | YoY NEW(+584.3K) | All Managers (Combined) | $14.5M | YoY NEW(+$14.5M) |
40.5K | All Managers (Combined) | $14.2M | |||
176.3K | All Managers (Combined) | $14.2M | |||
38.9K | All Managers (Combined) | $14.1M | |||
(cusip97717Y527)✕ | 277.8K | QoQ +0.08% (+223)YoY NEW(+277.8K) | All Managers (Combined) | $14.0M | YoY NEW(+$14.0M) |
300.9K | All Managers (Combined) | $13.6M | |||
(cusip464288646)✕ | 257.9K | All Managers (Combined) | $13.5M | ||
54.2K | All Managers (Combined) | $13.5M | |||
25.2K | All Managers (Combined) | $13.2M | |||
Spdr Gold Trust(GLDcusip78463V107) | 45.4K | All Managers (Combined) | $13.1M | ||
686.7K | All Managers (Combined) | $12.8M | |||
Alphabet Inc.(GOOGcusip02079K107) | 81.3K | All Managers (Combined) | $12.7M | ||
Abbvie Inc.(ABBVcusip00287Y109) | 59.4K | All Managers (Combined) | $12.5M | ||
181.2K | All Managers (Combined) | $12.4M | |||
239.0K | All Managers (Combined) | $12.2M | |||
60.6K | All Managers (Combined) | $12.1M | |||
(cusip464286285)✕ | 301.2K | QoQ NEW(+301.2K) YoY NEW(+301.2K) | All Managers (Combined) | $11.5M | QoQ NEW(+$11.5M) YoY NEW(+$11.5M) |
60.3K | All Managers (Combined) | $11.3M |