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Summit Financial Group Inc

Q4 2022 Holdings

Filed 2023-01-09 | 265 holdings | $9.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Nextera Energy Inc(NEE)COM65339F101$92511,0640.0%
Select Sector Spdr TR(XLI)SBI INT-INDS81369Y704$9289,4480.0%
Select Sector Spdr TR(XLV)SBI HEALTHCARE81369Y209$9316,8550.0%
Berkshire Hathaway Inc del(BRK/A)CL A084670108$93720.0%
Exchange Traded Concepts TR(ROBO)ROBO GLB ETF301505707$94120,3210.0%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$9583,1020.0%
SSgA Active ETF TR(SRLN)BLACKSTONE SENR78467V608$1.0K24,4990.0%
International Business Machs(IBM)COM459200101$1.0K7,1160.0%
Caterpillar Inc(CAT)COM149123101$1.0K4,2610.0%
Spdr SER TR(RWR)DJ REIT ETF78464A607$1.0K11,7270.0%
Intercontinental Exchange in(ICE)COM45866F104$1.0K9,9780.0%
Spdr SER TR(SJNK)BLOOMBERG SHT TE78468R408$1.0K42,6120.0%
Intel Corp(INTC)COM458140100$1.0K39,0980.0%
Global X FDS(PAVE)US INFR DEV ETF37954Y673$1.1K40,0150.0%
Colgate Palmolive Co(CL)COM194162103$1.1K13,8860.0%
Ishares TR(IWP)RUS MD CP GR ETF464287481$1.1K13,1060.0%
Ishares TR(IXN)GLOBAL TECH ETF464287291$1.1K24,5280.0%
Select Sector Spdr TR(XLF)FINANCIAL81369Y605$1.1K32,4150.0%
Ishares TR(IHI)U.S. MED DVC ETF464288810$1.1K21,2350.0%
Invesco Exchange Traded FD T(RZV)S&P SML600 VAL46137V167$1.1K12,7700.0%
First TR Exchange Traded FD(CIBR)NASDAQ CYB ETF33734X846$1.2K29,7840.0%
Ishares TR(IDV)INTL SEL DIV ETF464288448$1.2K42,7450.0%
Invesco Exch Traded FD TR II(SPHB)S&P 500 HB ETF46138E370$1.2K18,9900.0%
First TR Nas100 EQ Weighted(QQEW)SHS337344105$1.2K13,5350.0%
Ishares TR(IVW)S&P 500 GRWT ETF464287309$1.2K20,7210.0%
Ishares TR(IBB)ISHARES BIOTECH464287556$1.2K9,2790.0%
Verizon Communications Inc(VZ)COM92343V104$1.2K31,4570.0%
Invesco Exch Traded FD TR II(VRP)VAR RATE PFD46138G870$1.3K57,4400.0%
First Cmnty Bankshares Inc V(FCBC)COM31983A103$1.3K38,2610.0%
General Dynamics Corp(GD)COM369550108$1.3K5,3320.0%
American Elec PWR Co Inc(AEP)COM025537101$1.3K14,0090.0%
Honeywell Intl Inc(HON)COM438516106$1.3K6,2820.0%
AIR Prods & Chems Inc(APD)COM009158106$1.4K4,4000.0%
Hershey Co(HSY)COM427866108$1.4K6,0500.0%
Ishares TR(HYG)IBOXX HI YD ETF464288513$1.5K19,7770.0%
Edwards Lifesciences Corp(EW)COM28176E108$1.5K19,7430.0%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$1.5K7,1140.0%
Fiserv Inc(FISV)COM337738108$1.5K15,1650.0%
Direxion SHS ETF TR(COM)AUSPCE CMD STG25460E307$1.7K58,7000.0%
Disney Walt Co(DIS)COM254687106$1.8K20,7000.0%
Select Sector Spdr TR(XLE)ENERGY81369Y506$1.8K21,0400.0%
Ishares TR(IWD)RUS 1000 VAL ETF464287598$1.8K12,1500.0%
Pfizer Inc(PFE)COM717081103$1.9K36,6210.0%
Emerson Elec Co(EMR)COM291011104$1.9K19,6430.0%
JPMorgan Chase & Co(JPM)COM46625H100$1.9K14,2870.0%
Vanguard Tax-Managed Intl(VEA)F VAN ETSF DEV MKT921943858$2.0K46,8040.0%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$2.2K12,4700.0%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$2.2K44,0010.0%
Norfolk Southn Corp(NSC)COM655844108$2.3K9,4840.0%
Chevron Corp New(CVX)COM166764100$2.4K13,1720.0%
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