Legal Name: SUMMIT FINANCIAL, LLC
報告期間:
Jun 30, 2019
有効日:
Jul 3, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
INVESCO EXCHANGETRAD (46137V357)
|
39,207 |
$4,227k |
|
|
FIRST COMMUNITY BANKSHARES (31983A103)
|
105,542 |
$3,563k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
17,738 |
$3,312k |
|
|
DISNEY WALT CO (254687106)
|
20,595 |
$2,876k |
|
|
Apple Inc (037833100)
|
10,776 |
$2,133k |
|
|
LILLY ELI & CO (532457108)
|
17,805 |
$1,973k |
|
|
RGC RES INC COM (74955L103)
|
62,640 |
$1,912k |
|
|
FISERV INC (337738108)
|
19,916 |
$1,816k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
7,490 |
$1,455k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
7,516 |
$1,347k |
|
|
FIRST TR EXCHANGE TRADED FD (33733E302)
|
8,965 |
$1,289k |
|
|
RAYTHEON (755111507)
|
7,281 |
$1,266k |
|
|
HONEYWELL INTL INC (438516106)
|
7,150 |
$1,248k |
|
|
EDWARDS LIFESCIENCE (28176E108)
|
6,560 |
$1,212k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
10,069 |
$1,126k |
|
|
Intercontinental Exchange Inc (45866F104)
|
13,035 |
$1,120k |
|
|
ISHARES RUS (464287689)
|
5,999 |
$1,034k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
4,450 |
$1,007k |
|
|
Autodesk Inc (052769106)
|
6,000 |
$977k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
8,755 |
$975k |
|
|
GENERAL DYNAMICS (369550108)
|
5,348 |
$972k |
|
|
ISHARES TR 3 7 YR TREAS BD (464288661)
|
7,596 |
$955k |
|
|
BAXTER INTL INC (071813109)
|
11,250 |
$921k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
5,695 |
$896k |
|
|
THE HERSHEY COMPANY (427866108)
|
6,525 |
$875k |
|
|
MICROSOFT CORP (594918104)
|
5,975 |
$800k |
|
|
SPDR SERIES TRUST (78464A359)
|
14,825 |
$784k |
|
|
Proshares Ultra QQQ (74347R206)
|
7,335 |
$704k |
|
|
Black Hills Corp. (092113109)
|
8,800 |
$688k |
|
|
SUMMIT FINANCIAL GROUP INC (86606G101)
|
25,578 |
$687k |
|
|
ISHARES (464287887)
|
3,738 |
$682k |
|
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
5,947 |
$654k |
|
|
WELLS FARGO CO NEW (949746101)
|
13,717 |
$649k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
2 |
$637k |
|
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
2,711 |
$613k |
|
|
Amazon.com Inc (023135106)
|
319 |
$604k |
|
|
ISHARES (464287465)
|
9,046 |
$595k |
|
|
ISHARES TR (464287861)
|
13,350 |
$588k |
|
|
NEXTERA ENERGY INC (65339F101)
|
2,866 |
$587k |
|
|
MCDONALDS CORP (580135101)
|
2,823 |
$586k |
|
|
ISHARES (464287234)
|
13,500 |
$579k |
|
|
SOUTHERN CO (842587107)
|
10,330 |
$571k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
3,668 |
$570k |
|
|
FIRST TR EXCHANGE-TRADED FD (33739E108)
|
28,425 |
$551k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
6,985 |
$547k |
|
|
INTL BUSINESS MCHN (459200101)
|
3,960 |
$546k |
|
|
salesforce.com Inc (79466L302)
|
3,600 |
$546k |
|
|
INGERSOLL-RAND PLC (G47791101)
|
4,251 |
$538k |
|
|
NATIONAL BANKSHARES INC VA (634865109)
|
13,582 |
$529k |
|
|
Exxon Mobil Corp (30231G102)
|
6,762 |
$518k |
|
|
KIMBERLY CLARK CORP (494368103)
|
3,850 |
$513k |
|
|
ISHARES (464287242)
|
4,115 |
$512k |
|
|
NORFOLK SOUTHERN (655844108)
|
2,528 |
$504k |
|
|
JOHNSON & JOHNSON (478160104)
|
3,590 |
$500k |
|
|
3M CO (88579Y101)
|
2,801 |
$486k |
|
|
CONSOLDTD EDISON INC (209115104)
|
5,400 |
$473k |
|
|
LOWES CO (548661107)
|
4,557 |
$460k |
|
|
GENERAL MILLS INC (370334104)
|
8,750 |
$460k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
8,857 |
$452k |
|
|
Caterpillar Inc (149123101)
|
3,268 |
$445k |
|
|
ISHARES (464287168)
|
4,150 |
$413k |
|
|
BlackRock, Inc. (09247X101)
|
878 |
$412k |
|
|
ISHARES TR (46435G672)
|
7,500 |
$409k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
9,797 |
$409k |
|
|
NOVARTIS AG (66987V109)
|
4,426 |
$404k |
|
|
NESTLE S A (641069406)
|
3,837 |
$398k |
|
|
ISHARES TR (464287176)
|
3,292 |
$380k |
|
|
MERCK & CO INC (58933Y105)
|
4,343 |
$364k |
|
|
CME GROUP INC (12572Q105)
|
1,875 |
$364k |
|
|
ISHARES (464288869)
|
3,900 |
$363k |
|
|
ConocoPhillips (20825C104)
|
5,941 |
$362k |
|
|
STARBUCKS CORP (855244109)
|
4,214 |
$353k |
|
|
ISHARES (464288448)
|
10,898 |
$335k |
|
|
FEDERATED INVESTORS INC (314211103)
|
10,000 |
$325k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
7,502 |
$319k |
|
|
ORACLE CORP (68389X105)
|
5,470 |
$312k |
|
|
CHUBB LIMITED (H1467J104)
|
2,043 |
$301k |
|
|
TARGET CORPORATION (87612E106)
|
3,400 |
$294k |
|
|
Netflix Inc (64110L106)
|
790 |
$290k |
|
|
WASTE MGMT INC DEL (94106L109)
|
2,500 |
$288k |
|
|
ISHARES (464287291)
|
1,589 |
$285k |
|
|
CAPITAL ONE FINL CO (14040H105)
|
3,065 |
$278k |
|
|
US BANCORP DEL (902973304)
|
5,275 |
$276k |
|
|
UNION PAC CORP (907818108)
|
1,620 |
$274k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
1,482 |
$274k |
|
|
L3 TECHNOLOGIES INC (502413107)
|
1,100 |
$270k |
|
|
ISHARES INC (46434G822)
|
4,875 |
$266k |
|
|
ADOBE INC (00724F101)
|
901 |
$265k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
1,300 |
$261k |
|
|
QUALCOMM INC (747525103)
|
3,369 |
$256k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
3,820 |
$255k |
|
|
CSX CORP (126408103)
|
3,257 |
$252k |
|
|
PROCTER & GAMBLE CO (742718109)
|
2,270 |
$249k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
825 |
$242k |
|
|
DARDEN RESTAURANT (237194105)
|
1,953 |
$238k |
|
|
ISHARE (464287754)
|
1,500 |
$237k |
|
|
UNITED TECHNOLOGIES (913017109)
|
1,799 |
$234k |
|
|
PFIZER INC (717081103)
|
5,350 |
$232k |
|
|
MANULIFE FINCL CORP (56501R106)
|
12,674 |
$230k |
|
|
AT&T INC (00206R102)
|
6,825 |
$229k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
2,750 |
$215k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
3,000 |
$215k |
|
|
BECTON DICKINSON (075887109)
|
826 |
$208k |
|
|
ISHARES TR U.S. MED DVC ETF (464288810)
|
850 |
$205k |
|
|
DOLLAR GEN CORP (256677105)
|
1,500 |
$203k |
|
|
ISHARES (464287556)
|
1,800 |
$196k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
491 |
$145k |
|
|
EMERSON ELEC CO (291011104)
|
2,100 |
$140k |
|
|
COCA-COLA CO (191216100)
|
2,700 |
$137k |
|
|
ISHARES (464288646)
|
2,000 |
$107k |
|
|
REALTY INCOME CORP (756109104)
|
1,500 |
$103k |
|
|
MASTERCARD INC (57636Q104)
|
350 |
$93k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E784)
|
3,050 |
$89k |
|
|
Bank of America Corp. (060505104)
|
2,959 |
$86k |
|
|
ISHARES TR (464287457)
|
1,000 |
$85k |
|
|
HOME DEPOT INC (437076102)
|
355 |
$74k |
|
|
Schlumberger Ltd (806857108)
|
1,800 |
$72k |
|
|
CISCO SYSTEMS INC (17275R102)
|
952 |
$52k |
|
|
PEPSICO INC (713448108)
|
350 |
$46k |
|
|
STANLEY BLACK&DECKR (854502101)
|
304 |
$44k |
|
|
COMCAST CORP (20030N101)
|
1,014 |
$43k |
|
|
Alphabet Inc (02079K107)
|
35 |
$38k |
|
|
ALPHABET INC (02079K305)
|
35 |
$38k |
|
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
350 |
$33k |
|
|
ISHA (464287101)
|
238 |
$31k |
|
|
CROWN CASTLE INTL (22822V101)
|
237 |
$31k |
|
|
ABBOTT LABS (002824100)
|
350 |
$29k |
|
|
GENERAL ELECTRIC CO (369604103)
|
2,625 |
$28k |
|
|
ALTRIA GROUP INC (02209S103)
|
550 |
$26k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
124 |
$26k |
|
|
INTEL CORP (458140100)
|
500 |
$24k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
80 |
$23k |
|
|
ISHARES U (464287739)
|
250 |
$22k |
|
|
BP PLC (055622104)
|
500 |
$21k |
|
|
Royal Dutch Shell PLC (780259206)
|
300 |
$20k |
|
|
WELLTOWER INC (95040Q104)
|
250 |
$20k |
|
|
FIRST TR NAS100 EQ WEIGHTED (337344105)
|
300 |
$20k |
|
|
VISA INC COM CL A (92826C839)
|
108 |
$19k |
|
|
MEDTRONIC PLC (G5960L103)
|
200 |
$19k |
|
|
DUKE ENERGY CORP (26441C204)
|
220 |
$19k |
|
|
AMGEN INC (031162100)
|
100 |
$18k |
|
|
Boeing Co/The (097023105)
|
50 |
$18k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
300 |
$17k |
|
|
ADP (053015103)
|
100 |
$17k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
286 |
$16k |
|
|
ABBVIE INC (00287Y109)
|
200 |
$15k |
|
|
MONDELEZ INTL INC (609207105)
|
234 |
$13k |
|
|
Chevron Corp (166764100)
|
100 |
$12k |
|
|
DELTA AIR LINES (247361702)
|
200 |
$11k |
|
|
ISHARES TR (464287572)
|
200 |
$10k |
|
|
AEP (025537101)
|
100 |
$9k |
|
|
ENTERPRISE PRODS (293792107)
|
300 |
$9k |
|
|
WALMART INC COM (931142103)
|
50 |
$6k |
|
|
Bristol-Myers Squibb Co (110122108)
|
100 |
$5k |
|
|
DOMINION ENERGY INC (25746U109)
|
62 |
$5k |
|
|
DuPont de Nemours Inc (26614N102)
|
63 |
$5k |
|
|
PHILIP MORRIS INTL (718172109)
|
50 |
$4k |
|
|
Dow Inc (260557103)
|
63 |
$3k |
|
|
CORTEVA INC (22052L104)
|
63 |
$2k |
|
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