HoldingsChannel.com
Summit Financial Group Inc. Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
ISHARES TR (AGG) 124,177 +191 $14,679
     AGG124,177+191$14,679
MICROSOFT CORP 41,506 -815 $8,447
     MSFT41,506-815$8,447
ISHARES TR (IEI) 62,352 -702 $8,335
     IEI62,352-702$8,335
PROCTER AND GAMBLE CO 47,245 +240 $5,649
     PG47,245+240$5,649
JOHNSON & JOHNSON 39,819 +160 $5,600
     JNJ39,819+160$5,600
ISHARES TR (IJR) 78,948 -596 $5,391
     IJR78,948-596$5,391
ISHARES TR (IJH) 28,095 -459 $4,996
     IJH28,095-459$4,996
ISHARES TR (EFA) 76,158 -24,117 $4,636
     EFA76,158-24,117$4,636
VANGUARD TAX MANAGED FDS (VEA) 111,682 -16,847 $4,332
     VEA111,682-16,847$4,332
SUMMIT FINL GROUP INC 243,915 UNCH $4,020
     SMMF243,915UNCH$4,020
INVESCO QQQ TR 15,405 +80 $3,814
     QQQ15,405+80$3,814
INVESCO EXCHANGE TRADED FD T (RSP) 35,347 +5,651 $3,597
     RSP35,347+5,651$3,597
ISHARES TR (EEM) 87,746 -4,228 $3,509
     EEM87,746-4,228$3,509
ISHARES TR (IVV) 11,111 -250 $3,441
     IVV11,111-250$3,441
VANGUARD INTL EQUITY INDEX F (VWO) 80,015 -3,310 $3,169
     VWO80,015-3,310$3,169
CSX CORP 41,764 -75 $2,912
     CSX41,764-75$2,912
APPLE INC 7,597 -420 $2,771
     AAPL7,597-420$2,771
SPDR S&P 500 ETF TR (SPY) 8,962 +578 $2,764
     SPY8,962+578$2,764
VANGUARD INTL EQUITY INDEX F (VEU) 56,825 -5,509 $2,705
     VEU56,825-5,509$2,705
LILLY ELI & CO 15,005 -200 $2,464
     LLY15,005-200$2,464
COCA COLA CO 54,032 +2,340 $2,414
     KO54,032+2,340$2,414
ISHARES TR (DVY) 29,760 +1,728 $2,402
     DVY29,760+1,728$2,402
INTEL CORP 39,335 -175 $2,353
     INTC39,335-175$2,353
HOME DEPOT INC 9,068 -216 $2,272
     HD9,068-216$2,272
NORFOLK SOUTHERN CORP 12,795 -207 $2,247
     NSC12,795-207$2,247
DISNEY WALT CO 19,025 +360 $2,121
     DIS19,025+360$2,121
EXXON MOBIL CORP 47,326 -151 $2,116
     XOM47,326-151$2,116
RAYTHEON TECHNOLOGIES CORP 30,989 +30,989 $1,909
     RTX30,989+30,989$1,909
FISERV INC 18,807 -1,936 $1,836
     FISV18,807-1,936$1,836
PEPSICO INC 13,616 +30 $1,801
     PEP13,616+30$1,801
WASTE MGMT INC DEL 16,798 +188 $1,779
     WM16,798+188$1,779
VERIZON COMMUNICATIONS INC 30,523 -459 $1,683
     VZ30,523-459$1,683
ISHARES TR (IWR) 30,850 +545 $1,653
     IWR30,850+545$1,653
AT&T INC 53,183 -153 $1,608
     T53,183-153$1,608
CISCO SYS INC 33,996 +207 $1,586
     CSCO33,996+207$1,586
AUTODESK INC 6,000 UNCH $1,435
     ADSK6,000UNCH$1,435
ISHARES TR (SHY) 16,514 +7,879 $1,430
     SHY16,514+7,879$1,430
ISHARES TR (HDV) 17,376 -164 $1,410
     HDV17,376-164$1,410
ISHARES TR (IVW) 6,619 UNCH $1,373
     IVW6,619UNCH$1,373
EDWARDS LIFESCIENCES CORP 19,680 +13,120 $1,360
     EW19,680+13,120$1,360
RGC RES INC 52,678 UNCH $1,273
     RGCO52,678UNCH$1,273
EMERSON ELEC CO 20,225 -2 $1,254
     EMR20,225-2$1,254
ISHARES TR (IWP) 7,710 UNCH $1,219
     IWP7,710UNCH$1,219
ISHARES TR (IBB) 8,570 +145 $1,171
     IBB8,570+145$1,171
PFIZER INC 34,843 +1,678 $1,139
     PFE34,843+1,678$1,139
INTERNATIONAL BUSINESS MACHS 9,057 +54 $1,094
     IBM9,057+54$1,094
AIR PRODS & CHEMS INC 4,450 UNCH $1,074
     APD4,450UNCH$1,074
FIRST TR NAS100 EQ WEIGHTED (QQEW) 13,120 UNCH $1,048
     QQEW13,120UNCH$1,048
ISHARES TR (IWV) 5,809 -190 $1,046
     IWV5,809-190$1,046
ISHARES TR (IWF) 5,370 +100 $1,031
     IWF5,370+100$1,031

See Full List: All Stocks Held By Summit Financial Group Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Summit Financial Group Inc.

Size ($ in 1000's)
At 06/30/2020: $192,150
At 03/31/2020: $167,551

Summit Financial Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Summit Financial Group Inc. 13F filings. Link to 13F filings: SEC filings

Summit Financial Group Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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