Summit Financial, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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% identified

534 identified172 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

706 positions • $3,568,500.023K total value

706 positions

Manager:

SEC FilingSEC DataHachi Filing

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74348A467

67043(+2406.3%)

Value:

$6.9B(+2472.9%)

92204A405

VFH|92204A405

57280

Value:

$6.8B

81369Y605

136283(+31.9%)

Value:

$6.8B(+35.9%)

CAMECO CORP

CCJ|13321L108

164170(+9.3%)

Value:

$6.8B(-12.4%)

33734X150

96844(+752.3%)

Value:

$6.7B(+693.5%)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

10596(+0.6%)

Value:

$6.7B(-10.4%)

AT&T INC.

T|00206R102

236709(-4.0%)

Value:

$6.7B(+19.2%)

97717W422

149731(+453.3%)

Value:

$6.5B(+434.2%)

NEXTERA ENERGY INC

NEE|65339F101

91888(+10.0%)

Value:

$6.5B(+8.8%)

464289529

126467

Value:

$6.4B

CISCO SYSTEMS, INC.

CSCO|17275R102

103557(+25.9%)

Value:

$6.4B(+31.2%)

921908844

VIG|921908844

32520(+4.8%)

Value:

$6.3B(+3.8%)

HONEYWELL INTERNATIONAL INC

HON|438516106

29694(-13.5%)

Value:

$6.3B(-18.9%)

92206C409

78687(+1.3%)

Value:

$6.2B(+2.5%)

464287804

IJR|464287804

59271(+18.1%)

Value:

$6.2B(+7.2%)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

20219(+4.5%)

Value:

$6.2B(+8.5%)

464287630

IWN|464287630

40820(-6.5%)

Value:

$6.2B(-14.0%)

MERCADOLIBRE INC

MELI|58733R102

3105(+9.7%)

Value:

$6.1B(+25.8%)

MCDONALDS CORP

MCD|580135101

19389(+5.0%)

Value:

$6.1B(+13.1%)

CHEVRON CORP

CVX|166764100

36079(+23.7%)

Value:

$6.0B(+42.9%)

Instrument	Shares		Other Manager	Value
(cusip74348A467)✕	67.0K	QoQ +2406.28% (+64.4K) YoY NEW(+67.0K)	All Managers (Combined)	$6.9M	QoQ +2472.95% (+$6.6M) YoY NEW(+$6.9M)
(VFHcusip92204A405)	57.3K	QoQ NEW(+57.3K) YoY NEW(+57.3K)	All Managers (Combined)	$6.8M	QoQ NEW(+$6.8M) YoY NEW(+$6.8M)
(cusip81369Y605)✕	136.3K	QoQ +31.90% (+33.0K) YoY +1081.98% (+124.8K)	All Managers (Combined)	$6.8M	QoQ +35.94% (+$1.8M) YoY +1297.76% (+$6.3M)
Cameco Corp(CCJcusip13321L108)	164.2K	QoQ +9.32% (-14.0K) YoY +345.99% (+127.4K)	All Managers (Combined)	$6.8M	QoQ -12.44% (-$960.1K) YoY +323.75% (+$5.2M)
(cusip33734X150)✕	96.8K	QoQ +752.34% (+85.5K) YoY +616.99% (+83.3K)	All Managers (Combined)	$6.7M	QoQ +693.46% (+$5.9M) YoY +584.36% (+$5.8M)
Regeneron Pharmaceuticals, Inc.(REGNcusip75886F107)	10.6K	QoQ +0.60% (-64) YoY +45.32% (-3.3K)	All Managers (Combined)	$6.7M	QoQ -10.42% (-$782.2K) YoY -4.23% (-$297.5K)
At&T Inc.(Tcusip00206R102)	236.7K	QoQ -4.05% (-10.0K) YoY +301.71% (+177.8K)	All Managers (Combined)	$6.7M	QoQ +19.16% (-$1.1M) YoY +545.48% (+$5.7M)
(cusip97717W422)✕	149.7K	QoQ +453.30% (+122.7K) YoY NEW(+149.7K)	All Managers (Combined)	$6.5M	QoQ +434.24% (+$5.3M) YoY NEW(+$6.5M)
Nextera Energy Inc(NEEcusip65339F101)	91.9K	QoQ +10.00% (+8.4K) YoY +84.83% (+42.2K)	All Managers (Combined)	$6.5M	QoQ +8.77% (+$525.6K) YoY +105.02% (+$3.3M)
(cusip464289529)✕	126.5K	QoQ NEW(+126.5K) YoY NEW(+126.5K)	All Managers (Combined)	$6.4M	QoQ NEW(+$6.4M) YoY NEW(+$6.4M)
Cisco Systems, Inc.(CSCOcusip17275R102)	103.6K	QoQ +25.86% (+21.3K) YoY +174.81% (+65.9K)	All Managers (Combined)	$6.4M	QoQ +31.20% (+$1.5M) YoY +239.78% (+$4.5M)
(VIGcusip921908844)	32.5K	QoQ +4.81% (+1.5K) YoY +411.64% (+26.2K)	All Managers (Combined)	$6.3M	QoQ +3.83% (+$232.8K) YoY +443.54% (+$5.1M)
Honeywell International Inc(HONcusip438516106)	29.7K	QoQ -13.54% (-4.7K) YoY +70.21% (+12.2K)	All Managers (Combined)	$6.3M	QoQ -18.95% (-$1.5M) YoY +75.60% (+$2.7M)
(cusip92206C409)✕	78.7K	QoQ +1.32% (+1.0K) YoY +169.31% (+49.5K)	All Managers (Combined)	$6.2M	QoQ +2.53% (+$153.3K) YoY +174.99% (+$4.0M)
(IJRcusip464287804)	59.3K	QoQ +18.11% (+9.1K) YoY +188.39% (+38.7K)	All Managers (Combined)	$6.2M	QoQ +7.19% (+$416.2K) YoY +172.86% (+$3.9M)
Automatic Data Processing Inc(ADPcusip053015103)	20.2K	QoQ +4.49% (+870) YoY +81.38% (+9.1K)	All Managers (Combined)	$6.2M	QoQ +8.49% (+$483.8K) YoY +120.70% (+$3.4M)
(IWNcusip464287630)	40.8K	QoQ -6.46% (-2.8K) YoY +333.51% (+31.4K)	All Managers (Combined)	$6.2M	QoQ -13.97% (-$1.0M) YoY +312.14% (+$4.7M)
Mercadolibre Inc(MELIcusip58733R102)	3.1K	QoQ +9.67% (+274) YoY +65.51% (+1.2K)	All Managers (Combined)	$6.1M	QoQ +25.82% (+$1.2M) YoY +113.52% (+$3.2M)
Mcdonalds Corp(MCDcusip580135101)	19.4K	QoQ +4.97% (+919) YoY +102.47% (+9.8K)	All Managers (Combined)	$6.1M	QoQ +13.11% (+$702.1K) YoY +124.31% (+$3.4M)
Chevron Corp(CVXcusip166764100)	36.1K	QoQ +23.73% (+6.9K) YoY +416.96% (+29.1K)	All Managers (Combined)	$6.0M	QoQ +42.91% (+$1.8M) YoY +448.28% (+$4.9M)