StockDriftsStockDriftsTop 50 Summit Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 4.18% | 28.0K | $11.8M | -3.00%(-863) | — | 2024-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 3.92% | 21.1K | $11.0M | +4.27%(+863) | — | 2024-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.03% | 50.3K | $8.5M | -2.58%(-1.33K) | — | 2024-03-31 | |
| LLY | LILLY ELI & CO | 2.91% | 10.5K | $8.2M | +0.33%(+35) | — | 2024-03-31 | |
| IJR | ISHARES TR | 2.56% | 65.1K | $7.2M | -2.98%(-2.00K) | — | 2024-03-31 | |
| PG | PROCTER AND GAMBLE CO | 2.46% | 42.6K | $6.9M | -1.25%(-538) | — | 2024-03-31 | |
| EFA | ISHARES TR | 2.27% | 79.9K | $6.4M | -3.26%(-2.69K) | — | 2024-03-31 | |
| SMMF | SUMMIT FINL GROUP INC | 2.12% | 219.4K | $6.0M | +4.74%(+9.92K) | — | 2024-03-31 | |
| AGG | ISHARES TR | 2.11% | 60.7K | $5.9M | +10.70%(+5.87K) | — | 2024-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.06% | 36.6K | $5.8M | -0.51%(-186) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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