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 8 of 36
92189F601
Shares:
64291
Value:
$4.7B
78468R622
Shares:
43831(+5.5%)
Value:
$4.2B(+5.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
64.3K | All Managers (Combined) | $4.9M | |||
247.2K | YoY NEW(+247.2K) | All Managers (Combined) | $4.9M | YoY NEW(+$4.9M) | |
142.9K | All Managers (Combined) | $4.9M | |||
42.4K | YoY NEW(+42.4K) | All Managers (Combined) | $4.7M | YoY NEW(+$4.7M) | |
(cusip92189F601)✕ | 64.3K | QoQ NEW(+64.3K) YoY NEW(+64.3K) | All Managers (Combined) | $4.7M | QoQ NEW(+$4.7M) YoY NEW(+$4.7M) |
Nutrien Ltd.(NTRcusip67077M108) | 94.5K | YoY NEW(+94.5K) | All Managers (Combined) | $4.7M | YoY NEW(+$4.7M) |
12.7K | All Managers (Combined) | $4.4M | |||
35.4K | All Managers (Combined) | $4.4M | |||
Accenture Plc(ACNcusipG1151C101) | 13.9K | All Managers (Combined) | $4.3M | ||
18.3K | All Managers (Combined) | $4.3M | |||
Albemarle Corp(ALBcusip012653101) | 59.8K | QoQ NEW(+59.8K) YoY NEW(+59.8K) | All Managers (Combined) | $4.3M | QoQ NEW(+$4.3M) YoY NEW(+$4.3M) |
102.5K | All Managers (Combined) | $4.3M | |||
Pepsico Inc(PEPcusip713448108) | 28.3K | All Managers (Combined) | $4.2M | ||
58.6K | QoQ NEW(+58.6K) YoY NEW(+58.6K) | All Managers (Combined) | $4.2M | QoQ NEW(+$4.2M) YoY NEW(+$4.2M) | |
(cusip78468R622)✕ | 43.8K | YoY NEW(+43.8K) | All Managers (Combined) | $4.2M | YoY NEW(+$4.2M) |
320.1K | QoQ +0.19% (+618)YoY NEW(+320.1K) | All Managers (Combined) | $4.1M | YoY NEW(+$4.1M) | |
8.2K | All Managers (Combined) | $4.1M | |||
8.6K | All Managers (Combined) | $4.0M | |||
22.3K | All Managers (Combined) | $4.0M | |||
145.4K | QoQ +0.22% (+330)YoY NEW(+145.4K) | All Managers (Combined) | $3.9M | YoY NEW(+$3.9M) |