Summit Financial, LLC [Rocket]

Holdings

Summit Financial, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Kolli Sreelakshmi	SHM	ETF	0	-67,147	0	-3,154,560	0.00	0.00	Hist	06/30/2023
LIN Media LLC	LIN	COMMON STOCK	0	-4,489	0	-1,464,335	0.00	0.00	Hist	06/30/2023
SPDR SERIES TRUST	SST	Common	0	-28,861	0	-833,789	0.00	0.00	Hist	06/30/2023
NOBLE INTERNATIONAL, LTD.	NOBL	Common	0	-8,388	0	-754,800	0.00	0.00	Hist	06/30/2023
Fidelity National Information Services, Inc.	FIS	Common	0	-7,935	0	-538,388	0.00	0.00	Hist	06/30/2023
EVERSOURCE ENERGY	ES	Common	0	-5,691	0	-477,117	0.00	0.00	Hist	06/30/2023
SELECT SECTOR SPDR TRUST	XLC	Common	0	-9,006	0	-432,198	0.00	0.00	Hist	06/30/2023
Booking Holdings Inc.	BKNG	COMMON STOCK	0	-184	0	-370,812	0.00	0.00	Hist	06/30/2023
WisdomTree Trust	DLS	INTL SMCAP DIV	0	-6,104	0	-353,776	0.00	0.00	Hist	06/30/2023
CVS HEALTH Corp	CVS	Common	0	-3,511	0	-327,148	0.00	0.00	Hist	06/30/2023
Vanguard BD Index Fund Inc Sho	BSV	ETF	0	-4,172	0	-314,101	0.00	0.00	Hist	06/30/2023
EQUISHARES CORPORATION	AOR	Common	0	-6,172	0	-291,051	0.00	0.00	Hist	06/30/2023
PENN Entertainment, Inc.	PENN	Common	0	-9,199	0	-273,210	0.00	0.00	Hist	06/30/2023
EQUISHARES CORPORATION	AOM	Common	0	-7,123	0	-270,762	0.00	0.00	Hist	06/30/2023
iSHARES TRUST	EEM	Common	0	-6,224	0	-235,908	0.00	0.00	Hist	06/30/2023
CIGNA CORP	CI	Com	0	-711	0	-235,646	0.00	0.00	Hist	06/30/2023
PNC FINANCIAL SERVICES GROUP, INC.	PNC	Common	0	-1,399	0	-220,897	0.00	0.00	Hist	06/30/2023
ASTRAZENECA PLC	AZN	SPONSORED ADR	0	-3,159	0	-214,151	0.00	0.00	Hist	06/30/2023
Alibaba Group Holding Ltd	BABA	ADR	0	-2,406	0	-211,963	0.00	0.00	Hist	06/30/2023
SSGA FUNDS MANAGEMENT INC	XLF	Common	0	-5,903	0	-201,883	0.00	0.00	Hist	06/30/2023
Itau Unibanco Holding S.A.	ITU	Common	0	-11,176	0	-52,641	0.00	0.00	Hist	06/30/2023
Banco Santander, S.A.	STD	ADR	0	-10,571	0	-31,185	0.00	0.00	Hist	06/30/2023