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 9 of 36
464289438
Shares:
18053(+154.6%)
Value:
$3.8B(+128.2%)
464287176
Shares:
33001(-0.1%)
Value:
$3.7B(+4.1%)
78463X541
Shares:
68684(+3.2%)
Value:
$3.7B(+10.4%)
92647P126
Shares:
90722
Value:
$3.5B
81369Y407
Shares:
17689(+32.9%)
Value:
$3.5B(+16.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
11.0K | All Managers (Combined) | $3.9M | |||
94.0K | QoQ +0.05% (+47)YoY NEW(+94.0K) | All Managers (Combined) | $3.9M | YoY NEW(+$3.9M) | |
(cusip464289438)✕ | 18.1K | YoY NEW(+18.1K) | All Managers (Combined) | $3.8M | YoY NEW(+$3.8M) |
36.4K | All Managers (Combined) | $3.7M | |||
101.9K | QoQ -0.88% (-914)YoY NEW(+101.9K) | All Managers (Combined) | $3.7M | YoY NEW(+$3.7M) | |
39.8K | All Managers (Combined) | $3.7M | |||
(cusip464287176)✕ | 33.0K | All Managers (Combined) | $3.7M | ||
(cusip78463X541)✕ | 68.7K | All Managers (Combined) | $3.7M | ||
58.7K | All Managers (Combined) | $3.7M | |||
Starbucks Corp(SBUXcusip855244109) | 37.1K | All Managers (Combined) | $3.6M | ||
6.1K | YoY NEW(+6.1K) | All Managers (Combined) | $3.6M | YoY NEW(+$3.6M) | |
963.6K | YoY NEW(+963.6K) | All Managers (Combined) | $3.6M | YoY NEW(+$3.6M) | |
38.0K | YoY NEW(+38.0K) | All Managers (Combined) | $3.6M | YoY NEW(+$3.6M) | |
Walt Disney Co(DIScusip254687106) | 35.8K | All Managers (Combined) | $3.5M | ||
(cusip92647P126)✕ | 90.7K | QoQ NEW(+90.7K) YoY NEW(+90.7K) | All Managers (Combined) | $3.5M | QoQ NEW(+$3.5M) YoY NEW(+$3.5M) |
(cusip81369Y407)✕ | 17.7K | YoY NEW(+17.7K) | All Managers (Combined) | $3.5M | YoY NEW(+$3.5M) |
31.9K | All Managers (Combined) | $3.5M | |||
38.3K | All Managers (Combined) | $3.5M | |||
36.9K | All Managers (Combined) | $3.5M | |||
11.1K | All Managers (Combined) | $3.4M |