SUMMIT FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HOOD | 127K | $18.13M |
 | PFE | 125K | $3.17M |
 | CCJ | 121K | $10.18M |
 | MRK | 120K | $10.09M |
 | DHT | 118K | $1.41M |
 | SMCI | 117K | $5.59M |
 | WBD | 111K | $2.17M |
 | ASTL | 110K | $392.79K |
 | DEI | 110K | $1.71M |
 | VZ | 110K | $4.83M |
 | GOOG | 109K | $26.63M |
 | AVGO | 107K | $35.17M |
 | ESPR | 99K | $261.39K |
 | JNJ | 99K | $18.27M |
 | NTR | 98K | $5.77M |
 | NEE | 98K | $7.37M |
 | TSLA | 96K | $42.81M |
 | WES | 94K | $3.70M |
 | AENT | 94K | $638.46K |
 | SUN | 93K | $4.66M |
Robinhood Markets, Inc.
HOOD
Shares Held
127K
Value
$18.13M
Pfizer Inc.
PFE
Shares Held
125K
Value
$3.17M
Cameco Corporation
CCJ
Shares Held
121K
Value
$10.18M
Merck & Co., Inc.
MRK
Shares Held
120K
Value
$10.09M
DHT Holdings, Inc.
DHT
Shares Held
118K
Value
$1.41M
Super Micro Computer, Inc.
SMCI
Shares Held
117K
Value
$5.59M
Warner Bros. Discovery, Inc.
WBD
Shares Held
111K
Value
$2.17M
Algoma Steel Group Inc.
ASTL
Shares Held
110K
Value
$392.79K
Douglas Emmett, Inc.
DEI
Shares Held
110K
Value
$1.71M
Verizon Communications Inc.
VZ
Shares Held
110K
Value
$4.83M
Alphabet Inc.
GOOG
Shares Held
109K
Value
$26.63M
Broadcom Inc.
AVGO
Shares Held
107K
Value
$35.17M
Esperion Therapeutics, Inc.
ESPR
Shares Held
99K
Value
$261.39K
Johnson & Johnson
JNJ
Shares Held
99K
Value
$18.27M
Nutrien Ltd.
NTR
Shares Held
98K
Value
$5.77M
NextEra Energy, Inc.
NEE
Shares Held
98K
Value
$7.37M
Tesla, Inc.
TSLA
Shares Held
96K
Value
$42.81M
Western Midstream Partners, LP
WES
Shares Held
94K
Value
$3.70M
Alliance Entertainment Holding Corporation
AENT
Shares Held
94K
Value
$638.46K
Sunoco LP
SUN
Shares Held
93K
Value
$4.66M