SF

SUMMIT FINANCIAL GROUP, INC.

13F
SUMMIT FINANCIAL GROUP, INC.
Last update 2024-04-05 189 Stocks (6 new)
Value $280.00 Mil Turnover 4 %
Countries:
Top Holdings: MSFT(4.20%)SPY(3.94%)RSP(3.04%)LLY(2.93%)IJR(2.57%)
Summary Stock Picks Current Portfolio
SUMMIT FINANCIAL GROUP, INC. Top Holdings of 2024-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
27,951
11,759.5
-3.00%
4.200
-0.12%
0.000
+32.21%
+21.72%
3,798,773.2
Software
SPY
S&P 500 ETF TRUST ETF
21,086
11,029.5
+4.27%
3.940
+0.16%
-
+16.47%
+8.97%
655,037.2
 
RSP
Invesco S&P 500 Equal Weight ETF
50,251
8,511.0
-2.58%
3.040
-0.08%
-
+11.87%
+7.57%
74,989.8
 
LLY
Eli Lilly and Co
10,534
8,195.0
+0.33%
2.930
+0.01%
0.000
-6.23%
+4.61%
722,246.3
Drug Manufacturers
IJR
iShares Core S&P Small-Cap ETF
65,079
7,192.5
-2.98%
2.570
-0.08%
-
+12.87%
-1.86%
81,849.8
 
PG
Procter & Gamble Co
42,590
6,910.2
-1.25%
2.470
-0.03%
0.000
+0.23%
-3.45%
372,336.7
Consumer Packaged Goods
EFA
iShares MSCI EAFE ETF
79,868
6,378.3
-3.26%
2.280
-0.08%
-
+10.44%
+22.35%
65,576.0
 
SMMF
Summit Financial Group Inc
219,386
5,958.5
+4.74%
2.130
+0.10%
1.490
-8.32%
-15.55%
377.4
Banks
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
60,717
5,946.6
+10.70%
2.120
+0.20%
-
+1.03%
+3.43%
128,074.0
 
JNJ
Johnson & Johnson
36,635
5,795.3
-0.51%
2.070
-0.01%
0.000
+10.38%
+19.20%
407,973.8
Drug Manufacturers

SUMMIT FINANCIAL GROUP, INC.'s Historical Top Holdings Breakdowns

SUMMIT FINANCIAL GROUP, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IJH
iShares Core S&P Mid-Cap ETF
2024-03-31
Add
Add
+1.60%
●
53.67 ($56.61) 60.74
$63.80
12.70%
Add 385.5%
92,740
73,638
IWM
iShares Russell 2000 ETF
2024-03-31
Add
Add
+0.22%
●
189.48 ($199.48) 210.3
$223.50
12.04%
Add 16.75%
20,197
2,898
EEM
iShares MSCI Emerging Markets ETF
2024-03-31
Reduce
Reduce
-0.21%
●
37.68 ($39.79) 41.36
$49.66
24.82%
Reduce -16.29%
68,929
-13,412
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2024-03-31
Add
Add
+0.20%
●
96.75 ($97.87) 99.37
$98.29
0.43%
Add 10.7%
60,717
5,867
IYG
iShares U.S. Financial Services ETF
2024-03-31
Add
Add
+0.19%
●
58.34 ($62.11) 66.3
$87.98
41.65%
Add 200%
11,928
7,952
CSX
CSX Corp
2024-03-31
Reduce
Reduce
-0.18%
●
34.39 ($36.49) 38.38
$34.97
-4.18%
Reduce -9.61%
127,024
-13,500
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
2024-03-31
Add
Add
+0.16%
●
52.7 ($55.63) 57.65
$64.03
15.09%
Add 57.71%
20,999
7,684
SPY
S&P 500 ETF TRUST ETF
2024-03-31
Add
Add
+0.16%
●
467.28 ($497.86) 523.17
$634.40
27.43%
Add 4.27%
21,086
863
XLI
Industrial Select Sector SPDR
2024-03-31
Add
Add
+0.15%
●
110.23 ($117.68) 125.96
$153.47
30.41%
Add 22.92%
17,458
3,255
GOVT
iShares U.S. Treasury Bond ETF
2024-03-31
Reduce
Reduce
-0.12%
●
22.51 ($22.73) 23.08
$22.74
0.04%
Reduce -43.76%
17,021
-13,243

SUMMIT FINANCIAL GROUP, INC. Total Holding History ($B)

To

SUMMIT FINANCIAL GROUP, INC.'s Asset Allocation

To

SUMMIT FINANCIAL GROUP, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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SUMMIT FINANCIAL GROUP, INC.'s Hypothetical Growth since 2024-03-31

SUMMIT FINANCIAL GROUP, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

SUMMIT FINANCIAL GROUP, INC.'s Holdings Heat Map

Size field:

SUMMIT FINANCIAL GROUP, INC.'s Holdings Bubble Chart

SUMMIT FINANCIAL GROUP, INC. News

  • 1

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