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 6 of 36
74348A467
Shares:
67043(+2406.3%)
Value:
$6.9B(+2472.9%)
81369Y605
Shares:
136283(+31.9%)
Value:
$6.8B(+35.9%)
33734X150
Shares:
96844(+752.3%)
Value:
$6.7B(+693.5%)
97717W422
Shares:
149731(+453.3%)
Value:
$6.5B(+434.2%)
464289529
Shares:
126467
Value:
$6.4B
92206C409
Shares:
78687(+1.3%)
Value:
$6.2B(+2.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip74348A467)✕ | 67.0K | YoY NEW(+67.0K) | All Managers (Combined) | $6.9M | YoY NEW(+$6.9M) |
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 | All Managers (Combined) | $6.8M | ||
Cameco Corp(CCJcusip13321L108) | 164.2K | All Managers (Combined) | $6.8M | ||
(cusip33734X150)✕ | 96.8K | All Managers (Combined) | $6.7M | ||
10.6K | All Managers (Combined) | $6.7M | |||
236.7K | All Managers (Combined) | $6.7M | |||
(cusip97717W422)✕ | 149.7K | YoY NEW(+149.7K) | All Managers (Combined) | $6.5M | YoY NEW(+$6.5M) |
91.9K | All Managers (Combined) | $6.5M | |||
(cusip464289529)✕ | 126.5K | QoQ NEW(+126.5K) YoY NEW(+126.5K) | All Managers (Combined) | $6.4M | QoQ NEW(+$6.4M) YoY NEW(+$6.4M) |
103.6K | All Managers (Combined) | $6.4M | |||
32.5K | All Managers (Combined) | $6.3M | |||
29.7K | All Managers (Combined) | $6.3M | |||
(cusip92206C409)✕ | 78.7K | All Managers (Combined) | $6.2M | ||
59.3K | All Managers (Combined) | $6.2M | |||
20.2K | All Managers (Combined) | $6.2M | |||
40.8K | All Managers (Combined) | $6.2M | |||
3.1K | All Managers (Combined) | $6.1M | |||
Mcdonalds Corp(MCDcusip580135101) | 19.4K | All Managers (Combined) | $6.1M | ||
Chevron Corp(CVXcusip166764100) | 36.1K | All Managers (Combined) | $6.0M |