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 6 of 36
74348A467
Shares:
67043(+2406.3%)
Value:
$6.9B(+2472.9%)
92204A405
Shares:
57280
Value:
$6.8B
81369Y605
Shares:
136283(+31.9%)
Value:
$6.8B(+35.9%)
CAMECO CORP
Shares:
164170(+9.3%)
Value:
$6.8B(-12.4%)
33734X150
Shares:
96844(+752.3%)
Value:
$6.7B(+693.5%)
REGENERON PHARMACEUTICALS, INC.
Shares:
10596(+0.6%)
Value:
$6.7B(-10.4%)
AT&T INC.
Shares:
236709(-4.0%)
Value:
$6.7B(+19.2%)
97717W422
Shares:
149731(+453.3%)
Value:
$6.5B(+434.2%)
NEXTERA ENERGY INC
Shares:
91888(+10.0%)
Value:
$6.5B(+8.8%)
464289529
Shares:
126467
Value:
$6.4B
CISCO SYSTEMS, INC.
Shares:
103557(+25.9%)
Value:
$6.4B(+31.2%)
921908844
Shares:
32520(+4.8%)
Value:
$6.3B(+3.8%)
HONEYWELL INTERNATIONAL INC
Shares:
29694(-13.5%)
Value:
$6.3B(-18.9%)
92206C409
Shares:
78687(+1.3%)
Value:
$6.2B(+2.5%)
464287804
Shares:
59271(+18.1%)
Value:
$6.2B(+7.2%)
AUTOMATIC DATA PROCESSING INC
Shares:
20219(+4.5%)
Value:
$6.2B(+8.5%)
464287630
Shares:
40820(-6.5%)
Value:
$6.2B(-14.0%)
MERCADOLIBRE INC
Shares:
3105(+9.7%)
Value:
$6.1B(+25.8%)
MCDONALDS CORP
Shares:
19389(+5.0%)
Value:
$6.1B(+13.1%)
CHEVRON CORP
Shares:
36079(+23.7%)
Value:
$6.0B(+42.9%)