$228 Million is the total value of SUMMIT FINANCIAL GROUP, INC.'s 237 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 7.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | Sell | ISHARES TRcore us aggbd et | $14,812,000 | -0.3% | 125,318 | -0.4% | 6.48% | -12.0% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $8,084,000 | -1.2% | 60,793 | -0.7% | 3.54% | -12.8% |
| MSFT | Sell | MICROSOFT CORP | $7,928,000 | -7.8% | 35,646 | -12.8% | 3.47% | -18.7% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $6,867,000 | +25.8% | 74,712 | -3.9% | 3.01% | +11.0% |
| PG | Sell | PROCTER AND GAMBLE CO | $6,481,000 | -0.7% | 46,574 | -0.8% | 2.84% | -12.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $6,144,000 | +4.5% | 39,036 | -1.2% | 2.69% | -7.8% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $5,951,000 | +15.5% | 25,896 | -6.8% | 2.60% | +2.0% |
| EFA | Sell | ISHARES TRmsci eafe etf | $5,234,000 | +10.9% | 71,741 | -3.2% | 2.29% | -2.1% |
| SMMF | Sell | SUMMIT FINL GROUP INC | $5,092,000 | +40.9% | 230,590 | -5.5% | 2.23% | +24.4% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $4,875,000 | +32.4% | 94,352 | +13.0% | 2.13% | +16.8% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $4,560,000 | +16.9% | 35,754 | -0.9% | 2.00% | +3.2% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $4,418,000 | +4.5% | 14,082 | -7.4% | 1.93% | -7.8% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $4,134,000 | +11.5% | 11,012 | -0.2% | 1.81% | -1.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $3,998,000 | +20.2% | 10,693 | +7.7% | 1.75% | +6.1% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,948,000 | +15.8% | 78,785 | -0.0% | 1.73% | +2.2% |
| AAPL | Sell | APPLE INC | $3,818,000 | +9.3% | 28,773 | -4.6% | 1.67% | -3.6% |
| CSX | Sell | CSX CORP | $3,715,000 | +16.5% | 40,929 | -0.3% | 1.63% | +2.8% |
| DIS | Buy | DISNEY WALT CO | $3,461,000 | +48.3% | 19,100 | +1.6% | 1.52% | +30.9% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $3,233,000 | -20.3% | 68,493 | -31.0% | 1.42% | -29.7% |
| DVY | Buy | ISHARES TRselect divid etf | $3,213,000 | +23.7% | 33,407 | +4.9% | 1.41% | +9.1% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,096,000 | +10.6% | 53,055 | -4.4% | 1.36% | -2.4% |
| KO | Sell | COCA COLA CO | $2,985,000 | +10.4% | 54,441 | -0.6% | 1.31% | -2.5% |
| NSC | Sell | NORFOLK SOUTHN CORP | $2,619,000 | +8.0% | 11,020 | -2.8% | 1.15% | -4.7% |
| PFF | Buy | ISHARES TRpfd and incm sec | $2,538,000 | +51.8% | 65,920 | +43.7% | 1.11% | +34.0% |
| LLY | Sell | LILLY ELI & CO | $2,522,000 | +13.6% | 14,938 | -0.4% | 1.10% | +0.2% |
| HD | Sell | HOME DEPOT INC | $2,310,000 | -4.6% | 8,694 | -0.2% | 1.01% | -15.8% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $2,174,000 | +22.3% | 30,401 | -1.6% | 0.95% | +7.9% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $2,125,000 | +79.0% | 24,601 | +79.3% | 0.93% | +57.9% |
| FISV | Sell | FISERV INC | $2,104,000 | +9.1% | 18,475 | -1.2% | 0.92% | -3.7% |
| IWR | Buy | ISHARES TRrus mid cap etf | $2,018,000 | +22.8% | 29,438 | +2.8% | 0.88% | +8.3% |
| IGSB | Buy | ISHARES TR | $2,009,000 | +105.4% | 36,420 | +104.6% | 0.88% | +81.2% |
| WM | WASTE MGMT INC DEL | $1,996,000 | +4.2% | 16,923 | 0.0% | 0.87% | -8.0% | |
| INTC | Sell | INTEL CORP | $1,957,000 | -3.9% | 39,279 | -0.1% | 0.86% | -15.1% |
| PEP | Sell | PEPSICO INC | $1,931,000 | +4.2% | 13,016 | -2.7% | 0.84% | -8.2% |
| XOM | Sell | EXXON MOBIL CORP | $1,900,000 | +19.1% | 46,101 | -0.8% | 0.83% | +5.2% |
| ADSK | AUTODESK INC | $1,832,000 | +32.2% | 6,000 | 0.0% | 0.80% | +16.6% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,813,000 | -2.1% | 30,868 | -0.9% | 0.79% | -13.6% |
| HDV | Buy | ISHARES TRcore high dv etf | $1,805,000 | +16.8% | 20,593 | +7.3% | 0.79% | +3.1% |
| EW | EDWARDS LIFESCIENCES CORP | $1,795,000 | +14.3% | 19,680 | 0.0% | 0.79% | +0.9% | |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,646,000 | +10.5% | 25,796 | +300.0% | 0.72% | -2.6% |
| EMR | EMERSON ELEC CO | $1,626,000 | +22.6% | 20,225 | 0.0% | 0.71% | +8.2% | |
| IWP | Buy | ISHARES TRrus md cp gr etf | $1,583,000 | +18.8% | 15,420 | +100.0% | 0.69% | +4.8% |
| ROBO | Buy | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $1,549,000 | +48.2% | 25,446 | +17.3% | 0.68% | +30.9% |
| CSCO | Buy | CISCO SYS INC | $1,533,000 | +14.5% | 34,251 | +0.8% | 0.67% | +1.1% |
| QLD | PROSHARES TR | $1,528,000 | +25.7% | 13,270 | 0.0% | 0.67% | +10.9% | |
| T | Buy | AT&T INC | $1,519,000 | +2.6% | 52,814 | +1.7% | 0.66% | -9.5% |
| QQEW | Buy | FIRST TR NAS100 EQ WEIGHTED | $1,485,000 | +20.0% | 14,720 | +2.8% | 0.65% | +5.9% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $1,417,000 | +35.7% | 31,918 | +6.4% | 0.62% | +19.7% |
| HON | Sell | HONEYWELL INTL INC | $1,384,000 | +27.0% | 6,506 | -1.7% | 0.61% | +12.0% |
| IBB | Buy | ISHARES TRnasdaq biotech | $1,325,000 | +13.7% | 8,745 | +1.6% | 0.58% | +0.3% |
| IPO | Buy | RENAISSANCE CAP GREENWICH FDipo etf | $1,316,000 | +30.8% | 20,410 | +6.1% | 0.58% | +15.4% |
| IWF | ISHARES TRrus 1000 grw etf | $1,295,000 | +11.2% | 5,370 | 0.0% | 0.57% | -1.9% | |
| JPM | Sell | JPMORGAN CHASE & CO | $1,281,000 | +31.4% | 10,081 | -0.5% | 0.56% | +15.9% |
| PFE | Sell | PFIZER INC | $1,274,000 | -0.3% | 34,593 | -0.7% | 0.56% | -12.0% |
| APD | AIR PRODS & CHEMS INC | $1,216,000 | -8.2% | 4,450 | 0.0% | 0.53% | -19.0% | |
| RGCO | Sell | RGC RES INC | $1,189,000 | -3.7% | 49,973 | -5.1% | 0.52% | -15.2% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,178,000 | +13.2% | 5,550 | +0.5% | 0.52% | 0.0% |
| CL | Sell | COLGATE PALMOLIVE CO | $1,142,000 | +9.2% | 13,366 | -1.5% | 0.50% | -3.7% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,120,000 | +1.6% | 8,899 | -1.7% | 0.49% | -10.4% |
| ABBV | Buy | ABBVIE INC | $1,062,000 | +26.7% | 9,915 | +3.7% | 0.46% | +11.8% |
| HSY | Buy | HERSHEY CO | $1,040,000 | +11.2% | 6,825 | +4.6% | 0.46% | -1.9% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $1,028,000 | -2.0% | 12,349 | -3.8% | 0.45% | -13.5% |
| ICE | INTERCONTINENTAL EXCHANGE IN | $987,000 | +15.3% | 8,560 | 0.0% | 0.43% | +1.6% | |
| AMZN | AMAZON COM INC | $974,000 | +3.5% | 299 | 0.0% | 0.43% | -8.8% | |
| GOVT | ISHARES TRus treas bd etf | $961,000 | -2.5% | 35,267 | 0.0% | 0.42% | -13.9% | |
| FCBC | Sell | FIRST CMNTY BANKSHARES INC V | $954,000 | +15.5% | 44,181 | -3.4% | 0.42% | +2.0% |
| IPAY | Buy | ETF MANAGERS TRprime mobile pay | $904,000 | +34.9% | 13,590 | +10.4% | 0.40% | +19.3% |
| NEE | Buy | NEXTERA ENERGY INC | $869,000 | +11.1% | 11,264 | +300.0% | 0.38% | -2.1% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $861,000 | +38.9% | 4,391 | +6.0% | 0.38% | +22.4% |
| ABT | Sell | ABBOTT LABS | $852,000 | -2.2% | 7,783 | -2.8% | 0.37% | -13.7% |
| QCOM | Sell | QUALCOMM INC | $804,000 | +21.3% | 5,281 | -6.2% | 0.35% | +7.0% |
| ACWX | New | ISHARES TRmsci acwi ex us | $781,000 | – | 14,733 | +100.0% | 0.34% | – |
| GD | GENERAL DYNAMICS CORP | $780,000 | +7.4% | 5,242 | 0.0% | 0.34% | -5.3% | |
| BAX | BAXTER INTL INC | $759,000 | -0.1% | 9,455 | 0.0% | 0.33% | -11.9% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $757,000 | +8.9% | 3,264 | 0.0% | 0.33% | -4.1% | |
| LOW | Sell | LOWES COS INC | $750,000 | -8.9% | 4,671 | -5.9% | 0.33% | -19.6% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $726,000 | -26.0% | 3,249 | -35.2% | 0.32% | -34.7% |
| SO | Buy | SOUTHERN CO | $709,000 | +13.4% | 11,543 | +0.2% | 0.31% | 0.0% |
| IDV | Sell | ISHARES TRintl sel div etf | $706,000 | +6.2% | 23,954 | -10.2% | 0.31% | -6.4% |
| CAT | Sell | CATERPILLAR INC | $686,000 | +19.3% | 3,767 | -2.2% | 0.30% | +5.3% |
| IYG | ISHARES TRu.s. fin svc etf | $667,000 | +23.1% | 4,445 | 0.0% | 0.29% | +8.6% | |
| DD | DUPONT DE NEMOURS INC | $665,000 | +28.1% | 9,356 | 0.0% | 0.29% | +13.2% | |
| V | VISA INC | $655,000 | +9.3% | 2,993 | 0.0% | 0.29% | -3.4% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $656,000 | +2.8% | 7,162 | -0.5% | 0.29% | -9.2% |
| ADP | AUTOMATIC DATA PROCESSING IN | $642,000 | +26.4% | 3,640 | 0.0% | 0.28% | +11.5% | |
| OEF | ISHARES TRs&p 100 etf | $626,000 | +10.2% | 3,649 | 0.0% | 0.27% | -2.8% | |
| MCD | MCDONALDS CORP | $622,000 | -2.2% | 2,897 | 0.0% | 0.27% | -13.7% | |
| CVX | Sell | CHEVRON CORP NEW | $612,000 | +15.7% | 7,250 | -1.4% | 0.27% | +2.3% |
| TT | TRANE TECHNOLOGIES PLC | $610,000 | +19.8% | 4,200 | 0.0% | 0.27% | +6.0% | |
| WMT | Buy | WALMART INC | $602,000 | +5.6% | 4,175 | +2.5% | 0.26% | -7.1% |
| D | Buy | DOMINION ENERGY INC | $594,000 | +16.2% | 7,888 | +22.0% | 0.26% | +2.8% |
| IWB | ISHARES TRrus 1000 etf | $587,000 | +13.1% | 2,772 | 0.0% | 0.26% | 0.0% | |
| SBUX | STARBUCKS CORP | $554,000 | +24.5% | 5,175 | 0.0% | 0.24% | +9.5% | |
| SBIO | Buy | ALPS ETF TRmed breakthgh | $540,000 | +45.2% | 10,550 | +16.6% | 0.24% | +27.6% |
| TGT | TARGET CORP | $526,000 | +12.2% | 2,980 | 0.0% | 0.23% | -1.3% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $518,000 | +3.0% | 8,350 | 0.0% | 0.23% | -9.2% | |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $511,000 | +4.9% | 25,306 | -0.3% | 0.22% | -7.4% |
| IEF | ISHARES TRbarclays 7 10 yr | $505,000 | -1.6% | 4,212 | 0.0% | 0.22% | -13.0% | |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $493,000 | +25.8% | 4,316 | +94.2% | 0.22% | +11.3% |
| WELL | Sell | WELLTOWER INC | $492,000 | +15.2% | 7,618 | -1.7% | 0.22% | +1.4% |
| BKH | BLACK HILLS CORP | $492,000 | +15.0% | 8,000 | 0.0% | 0.22% | +1.4% | |
| GIS | Sell | GENERAL MLS INC | $472,000 | -6.9% | 8,042 | -2.2% | 0.21% | -17.9% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $434,000 | +26.9% | 6,012 | +321.0% | 0.19% | +11.8% |
| MDT | Buy | MEDTRONIC PLC | $423,000 | +16.9% | 3,615 | +3.6% | 0.18% | +2.8% |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $417,000 | – | 4,708 | +100.0% | 0.18% | – |
| MRK | Buy | MERCK & CO. INC | $403,000 | +0.2% | 4,927 | +1.7% | 0.18% | -11.6% |
| IXN | ISHARES TRglobal tech etf | $402,000 | +13.9% | 1,339 | 0.0% | 0.18% | +0.6% | |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $398,000 | -1.5% | 796 | -3.3% | 0.17% | -13.0% |
| SWK | STANLEY BLACK & DECKER INC | $389,000 | +10.2% | 2,178 | 0.0% | 0.17% | -2.9% | |
| MTUM | ISHARES TRmsci usa mmentm | $375,000 | +9.3% | 2,325 | 0.0% | 0.16% | -3.5% | |
| IWO | ISHARES TRrus 2000 grw etf | $373,000 | +29.5% | 1,300 | 0.0% | 0.16% | +14.0% | |
| GOOGL | ALPHABET INCcap stk cl a | $372,000 | +19.6% | 212 | 0.0% | 0.16% | +5.8% | |
| BLOK | New | AMPLIFY ETF TRblockchain ldr | $370,000 | – | 10,565 | +100.0% | 0.16% | – |
| DRI | DARDEN RESTAURANTS INC | $358,000 | +18.2% | 3,009 | 0.0% | 0.16% | +4.7% | |
| NVS | NOVARTIS AGsponsored adr | $357,000 | +8.8% | 3,777 | 0.0% | 0.16% | -4.3% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $350,000 | +14.0% | 6,678 | +0.5% | 0.15% | +0.7% |
| SPHB | New | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $347,000 | – | 6,110 | +100.0% | 0.15% | – |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $343,000 | +19.1% | 5,075 | +4.1% | 0.15% | +4.9% |
| TXN | TEXAS INSTRS INC | $337,000 | +15.0% | 2,052 | 0.0% | 0.15% | +2.1% | |
| CWB | Sell | SPDR SER TRblmbrg brc cnvrt | $332,000 | +4.7% | 4,009 | -12.8% | 0.14% | -7.6% |
| IWC | ISHARES TRmicro-cap etf | $326,000 | +30.9% | 2,750 | 0.0% | 0.14% | +15.3% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $325,000 | +11.3% | 2,500 | 0.0% | 0.14% | -2.1% | |
| PM | PHILIP MORRIS INTL INC | $323,000 | +10.2% | 3,900 | 0.0% | 0.14% | -2.8% | |
| NSRGY | Sell | NESTLE S Asponsored adr | $317,000 | -3.9% | 2,683 | -3.2% | 0.14% | -15.2% |
| IYJ | Buy | ISHARES TRus industrials | $310,000 | +15.7% | 3,200 | +100.0% | 0.14% | +2.3% |
| MMM | Sell | 3M CO | $305,000 | +6.6% | 1,746 | -2.2% | 0.13% | -5.6% |
| UNH | UNITEDHEALTH GROUP INC | $307,000 | +12.5% | 877 | 0.0% | 0.13% | -0.7% | |
| SYY | SYSCO CORP | $300,000 | +19.5% | 4,041 | 0.0% | 0.13% | +4.8% | |
| TIP | ISHARES TRtips bd etf | $293,000 | +1.0% | 2,296 | 0.0% | 0.13% | -11.1% | |
| UNP | UNION PAC CORP | $287,000 | +5.5% | 1,380 | 0.0% | 0.13% | -6.7% | |
| MFC | Buy | MANULIFE FINL CORP | $289,000 | +105.0% | 16,194 | +60.1% | 0.13% | +80.0% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $289,000 | -1.7% | 4,944 | -3.4% | 0.13% | -13.7% |
| CB | CHUBB LIMITED | $282,000 | +32.4% | 1,833 | 0.0% | 0.12% | +16.0% | |
| IAGG | ISHARES TRcore intl aggr | $281,000 | +1.1% | 5,000 | 0.0% | 0.12% | -10.9% | |
| IHI | ISHARES TRu.s. med dvc etf | $278,000 | +9.0% | 850 | 0.0% | 0.12% | -3.2% | |
| DVYE | ISHARES INCem mkts div etf | $276,000 | +23.8% | 7,414 | 0.0% | 0.12% | +9.0% | |
| SLB | Sell | SCHLUMBERGER LTD | $273,000 | +35.8% | 12,489 | -3.2% | 0.12% | +19.0% |
| USB | Sell | US BANCORP DEL | $269,000 | +27.5% | 5,765 | -1.9% | 0.12% | +12.4% |
| HYG | New | ISHARES TRiboxx hi yd etf | $267,000 | – | 3,058 | +100.0% | 0.12% | – |
| KMB | KIMBERLY-CLARK CORP | $266,000 | -8.9% | 1,975 | 0.0% | 0.12% | -20.0% | |
| COF | Sell | CAPITAL ONE FINL CORP | $265,000 | +26.8% | 2,686 | -7.7% | 0.12% | +11.5% |
| MA | MASTERCARD INCORPORATEDcl a | $258,000 | +5.7% | 723 | 0.0% | 0.11% | -6.6% | |
| ORCL | ORACLE CORP | $257,000 | +8.4% | 3,970 | 0.0% | 0.11% | -5.1% | |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $256,000 | – | 7,290 | +100.0% | 0.11% | – |
| BAC | New | BK OF AMERICA CORP | $252,000 | – | 8,294 | +100.0% | 0.11% | – |
| TMO | THERMO FISHER SCIENTIFIC INC | $251,000 | +5.5% | 539 | 0.0% | 0.11% | -6.8% | |
| IOO | Sell | ISHARES TRglobal 100 etf | $246,000 | +6.0% | 3,905 | -5.4% | 0.11% | -6.1% |
| LQD | ISHARES TRiboxx inv cp etf | $244,000 | +2.5% | 1,765 | 0.0% | 0.11% | -9.3% | |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $245,000 | -14.9% | 2,845 | -25.5% | 0.11% | -25.2% |
| PBW | New | INVESCO EXCHANGE TRADED FD Twilderhil clan | $243,000 | – | 2,355 | +100.0% | 0.11% | – |
| ANTM | Sell | ANTHEM INC | $240,000 | +15.9% | 746 | -3.1% | 0.10% | +1.9% |
| ACN | ACCENTURE PLC IRELAND | $237,000 | +15.6% | 907 | 0.0% | 0.10% | +2.0% | |
| GE | Sell | GENERAL ELECTRIC CO | $238,000 | +68.8% | 22,052 | -2.2% | 0.10% | +48.6% |
| CCI | CROWN CASTLE INTL CORP New | $236,000 | -4.5% | 1,482 | 0.0% | 0.10% | -16.3% | |
| IXJ | ISHARES TRglob hlthcre etf | $236,000 | +6.8% | 3,084 | 0.0% | 0.10% | -6.4% | |
| BDX | Sell | BECTON DICKINSON & CO | $235,000 | -1.7% | 940 | -8.4% | 0.10% | -13.4% |
| WFC | New | WELLS FARGO CO NEW | $231,000 | – | 7,656 | +100.0% | 0.10% | – |
| IYR | ISHARES TRu.s. real es etf | $229,000 | +7.5% | 2,670 | 0.0% | 0.10% | -5.7% | |
| TROW | New | PRICE T ROWE GROUP INC | $227,000 | – | 1,500 | +100.0% | 0.10% | – |
| AMGN | AMGEN INC | $224,000 | -9.3% | 973 | 0.0% | 0.10% | -20.3% | |
| MO | ALTRIA GROUP INC | $225,000 | +5.6% | 5,500 | 0.0% | 0.10% | -7.5% | |
| COST | COSTCO WHSL CORP NEW | $216,000 | +5.9% | 574 | 0.0% | 0.10% | -5.9% | |
| TFC | New | TRUIST FINL CORP | $218,000 | – | 4,549 | +100.0% | 0.10% | – |
| DOW | New | DOW INC | $211,000 | – | 3,803 | +100.0% | 0.09% | – |
| DG | DOLLAR GEN CORP NEW | $205,000 | +0.5% | 975 | 0.0% | 0.09% | -10.9% | |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $203,000 | -7.7% | 1,208 | -8.5% | 0.09% | -18.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-07
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHNSON & JOHNSON | 26 | Q3 2023 | 6.3% |
| MICROSOFT CORP | 26 | Q3 2023 | 4.4% |
| PROCTER & GAMBLE CO | 26 | Q3 2023 | 4.4% |
| SUMMIT FINL GROUP INC | 26 | Q3 2023 | 4.7% |
| EXXON MOBIL CORP | 26 | Q3 2023 | 4.0% |
| CSX CORP | 26 | Q3 2023 | 2.6% |
| COCA COLA CO | 26 | Q3 2023 | 2.4% |
| NORFOLK SOUTHN CORP | 26 | Q3 2023 | 2.8% |
| APPLE INC | 26 | Q3 2023 | 2.0% |
| LILLY ELI & CO | 26 | Q3 2023 | 2.6% |
View SUMMIT FINANCIAL GROUP, INC.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| SUMMIT FINANCIAL GROUP INC | February 03, 2003 | 146,416 | - |
View SUMMIT FINANCIAL GROUP, INC.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 8-K | 2024-04-25 |
| 8-K | 2024-04-19 |
| 13F-HR | 2024-04-05 |
| 4 | 2024-04-02 |
| 10-K | 2024-03-12 |
| 425 | 2024-02-06 |
| SC 13G | 2024-01-29 |
| 425 | 2024-01-26 |
| 8-K | 2024-01-25 |
| 13F-HR | 2024-01-12 |
View SUMMIT FINANCIAL GROUP, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.