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SUMMIT FINANCIAL GROUP, INC.

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

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
iSHARES TRUST FALNCommon7,900-600200,423,000200,214,0000.08  Hist 06/30/2023
iSHARES TRUST IYROPTION2,500-175216,350,000216,125,0000.08  Hist 06/30/2023
Corteva, Inc. CTVACommon Stock3,814-1218,542,000218,318,0000.08  Hist 06/30/2023
iShares MSCI Japan ETF EWJcommon3,750-1,000232,125,000231,866,0000.09  Hist 06/30/2023
Chubb Ltd CBCOM1,208-782232,611,000232,172,0000.090.00 Hist 06/30/2023
SYSCO CORP SYYCommon3,247-1,000240,927,000240,602,0000.09  Hist 06/30/2023
iSHARES TRUST NEARCommon4,905-4,203243,876,000243,427,0000.09  Hist 06/30/2023
TEXAS INSTRUMENTS INC TXNCommon1,361-168245,007,000244,754,0000.10  Hist 06/30/2023
iSHARES TRUST ACWXCommon5,162-5,300254,073,000253,597,0000.10  Hist 06/30/2023
MANULIFE FINANCIAL CORP MFCCommon13,639-2,555257,913,000257,624,0000.10  Hist 06/30/2023
SPDR SERIES TRUST CWBCommon3,805-75266,159,000265,909,0000.10  Hist 06/30/2023
BECTON DICKINSON & CO BDXCommon1,012-115267,178,000266,891,0000.10  Hist 06/30/2023
iSHARES TRUST IJTS&P SMLCP Grow2,390-1,810274,682,000274,228,0000.11  Hist 06/30/2023
COMCAST CORP CMCSACommon6,828-250283,702,000283,455,0000.11  Hist 06/30/2023
iSHARES TRUST IJKCommon3,790-50284,250,000283,988,0000.11  Hist 06/30/2023
UNITEDHEALTH GROUP INC UNHCommon601-50288,864,000288,519,0000.110.00 Hist 06/30/2023
ADOBE INC. ADBECommon626-60306,107,000305,876,0000.120.00 Hist 06/30/2023
iSHARES TRUST IEFOPTION3,194-20308,540,000308,232,0000.12  Hist 06/30/2023
DOW CHEMICAL CO /DE/ DOWCOM6,066-1323,074,000322,768,0000.13  Hist 06/30/2023
BANK OF AMERICA CORP /DE/ BACCommon11,809-50338,800,000338,407,0000.13  Hist 06/30/2023
DOMINION ENERGY, INC DCommon6,748-443349,478,000349,037,0000.14  Hist 06/30/2023
APPLIED MATERIALS INC /DE AMATCommon2,447-250353,689,000353,426,0000.140.00 Hist 06/30/2023
3M CO MMMCommon3,656-200365,929,000365,466,0000.14  Hist 06/30/2023
STARBUCKS CORP SBUXCommon3,913-500387,621,000387,183,0000.150.00 Hist 06/30/2023
Shell plc SHELCall7,025-35424,169,000423,767,0000.16  Hist 06/30/2023
Mondelez International, Inc. MDLZCOM5,960-17434,722,000434,323,0000.17  Hist 06/30/2023
ORACLE CORP ORCLCommon3,700-125440,633,000440,320,0000.170.00 Hist 06/30/2023
ALTRIA GROUP, INC. MOCommon9,950-25450,734,000450,278,0000.180.00 Hist 06/30/2023
Floto Paul Johnstone FLOTETF9,472-1,175481,367,000480,831,0000.19  Hist 06/30/2023
VanEck ETF Trust HYDCommon9,411-2,290483,160,000482,569,0000.19  Hist 06/30/2023
SSGA Active Trust SRLNCommon11,624-12,875486,696,000485,694,0000.19  Hist 06/30/2023
Alphabet Inc. GOOGCOM4,254-206514,606,000514,210,0000.20  Hist 06/30/2023
VANGUARD SPECIALIZED FUNDS VIGCommon3,273-2531,633,000531,136,0000.21  Hist 06/30/2023
AUTOMATIC DATA PROCESSING INC ADPCommon2,615-825574,750,000573,928,0000.220.00 Hist 06/30/2023
iSHARES TRUST IEZCommon30,290-3,470609,434,000608,718,0000.24  Hist 06/30/2023
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