Summit X
Latest statistics and disclosures from Summit X's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, VONG, NVDA, QUAL, and represent 25.00% of Summit X's stock portfolio.
- Added to shares of these 10 stocks: EFV (+$7.3M), MTUM, DFCF, CMG, BINC, CRWD, DFUS, AVGO, EMXC, AVUS.
- Started 29 new stock positions in CMG, PLTR, EA, XBI, PRA, Bluebird Bio Inc COM USD001, CON, AMGN, JAAA, ENB.
- Reduced shares in these 10 stocks: IVV (-$6.6M), VONG, IFRA, HEFA, TIP, CVS, EMB, IGEB, IEMG, TLT.
- Sold out of its positions in BLUE, CVS, DVN, GM, HUM, HYPR, TIP, LQD, EMB, SLV. IUSB, HEFA, IGEB, FALN, IFRA, LAZR, MU, REGN, RGA, RVNC, TRVN, WBA, LILMF.
- Summit X was a net buyer of stock by $17M.
- Summit X has $451M in assets under management (AUM), dropping by 9.67%.
- Central Index Key (CIK): 0001697729
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Portfolio Holdings for Summit X
Summit X holds 218 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 6.7 | $30M | -17% | 52k | 588.68 |
|
| Apple (AAPL) | 6.2 | $28M | -2% | 111k | 250.41 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 4.2 | $19M | -13% | 182k | 103.30 |
|
| NVIDIA Corporation (NVDA) | 4.1 | $18M | +3% | 137k | 134.32 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.9 | $17M | 98k | 178.08 |
|
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| Dimensional Etf Trust Us Equity Market (DFUS) | 3.8 | $17M | +14% | 269k | 63.75 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 3.7 | $17M | -3% | 325k | 51.25 |
|
| Ishares Tr Eafe Value Etf (EFV) | 2.5 | $11M | +179% | 215k | 52.47 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 2.5 | $11M | +11% | 117k | 96.83 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.5 | $11M | +9% | 249k | 44.87 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 2.4 | $11M | +3% | 162k | 66.77 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 2.3 | $10M | +45% | 247k | 41.27 |
|
| O'reilly Automotive (ORLY) | 2.1 | $9.4M | -2% | 7.9k | 1185.70 |
|
| Microsoft Corporation (MSFT) | 2.0 | $9.2M | +4% | 22k | 421.57 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.6 | $7.3M | +50% | 141k | 52.02 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.6 | $7.1M | +34% | 128k | 55.45 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 1.5 | $6.8M | -7% | 43k | 159.53 |
|
| Ishares Tr Mbs Etf (MBB) | 1.4 | $6.4M | 70k | 91.68 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.4 | $6.3M | -13% | 72k | 87.33 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.3 | $5.7M | +26% | 59k | 96.93 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $5.4M | 29k | 189.40 |
|
|
| Amazon (AMZN) | 1.2 | $5.4M | +11% | 25k | 219.40 |
|
| Mastercard Incorporated Cl A (MA) | 1.1 | $5.1M | -2% | 9.8k | 526.46 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $4.7M | +5% | 65k | 71.91 |
|
| Procter & Gamble Company (PG) | 1.0 | $4.7M | 28k | 167.63 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 1.0 | $4.6M | +1416% | 22k | 206.94 |
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $3.4M | -24% | 65k | 52.22 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $3.3M | 6.4k | 511.31 |
|
|
| Ishares Tr High Yld Systm B (HYDB) | 0.7 | $3.2M | +57% | 68k | 47.01 |
|
| Raytheon Technologies Corp (RTX) | 0.7 | $3.1M | 27k | 115.72 |
|
|
| Abbvie (ABBV) | 0.7 | $3.1M | -2% | 18k | 177.69 |
|
| Wal-Mart Stores (WMT) | 0.7 | $3.0M | 33k | 90.35 |
|
|
| Mesoblast Spons Adr (MESO) | 0.6 | $2.9M | 146k | 19.80 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $2.9M | +2% | 3.7k | 773.10 |
|
| Chipotle Mexican Grill (CMG) | 0.6 | $2.7M | NEW | 45k | 60.30 |
|
| Visa Com Cl A (V) | 0.6 | $2.6M | 8.2k | 316.02 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $2.5M | +939% | 7.4k | 342.09 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $2.4M | +6% | 23k | 107.57 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.5 | $2.4M | 1.2k | 2113.01 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.5 | $2.3M | -22% | 21k | 112.28 |
|
| Tesla Motors (TSLA) | 0.5 | $2.3M | -11% | 5.6k | 403.92 |
|
| Bristol Myers Squibb (BMY) | 0.5 | $2.2M | -2% | 40k | 56.56 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.2M | 12k | 190.42 |
|
|
| Gilead Sciences (GILD) | 0.5 | $2.1M | 23k | 92.37 |
|
|
| Emerson Electric (EMR) | 0.5 | $2.0M | 16k | 123.92 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.4 | $1.9M | +3% | 11k | 184.87 |
|
| Doubleline Income Solutions (DSL) | 0.4 | $1.9M | -4% | 155k | 12.57 |
|
| Broadcom (AVGO) | 0.4 | $1.9M | +2767% | 8.2k | 231.83 |
|
| Ameren Corporation (AEE) | 0.4 | $1.9M | 21k | 89.13 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $1.8M | +6% | 14k | 128.63 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.8M | +2% | 3.1k | 586.11 |
|
| Costamare SHS (CMRE) | 0.4 | $1.8M | 141k | 12.85 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.8M | 7.4k | 242.13 |
|
|
| McDonald's Corporation (MCD) | 0.4 | $1.8M | 6.1k | 289.95 |
|
|
| Meta Platforms Cl A (META) | 0.4 | $1.7M | 3.0k | 586.12 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $1.7M | -3% | 13k | 128.81 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.4 | $1.7M | -2% | 28k | 60.50 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $1.6M | +14% | 17k | 96.54 |
|
| UnitedHealth (UNH) | 0.4 | $1.6M | -9% | 3.2k | 505.60 |
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.4 | $1.6M | +17% | 40k | 40.57 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.6M | 3.5k | 453.37 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $1.5M | +4% | 21k | 70.28 |
|
| Walt Disney Company (DIS) | 0.3 | $1.5M | -15% | 13k | 111.36 |
|
| Coca-Cola Company (KO) | 0.3 | $1.4M | 23k | 62.26 |
|
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.3 | $1.4M | -8% | 28k | 50.15 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.4M | 3.4k | 401.58 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.4M | +5% | 12k | 115.21 |
|
| Geron Corporation (GERN) | 0.3 | $1.4M | 383k | 3.54 |
|
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.3 | $1.4M | +25% | 52k | 25.84 |
|
| Citigroup Com New (C) | 0.3 | $1.3M | 18k | 70.41 |
|
|
| United Parcel Service CL B (UPS) | 0.3 | $1.3M | -12% | 10k | 126.16 |
|
| Canadian Natl Ry (CNI) | 0.3 | $1.2M | 11k | 101.51 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.1M | -2% | 11k | 101.53 |
|
| Enbridge (ENB) | 0.2 | $1.1M | NEW | 26k | 42.44 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.1M | +3% | 4.7k | 239.68 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.1M | 6.0k | 185.13 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $1.1M | 8.5k | 131.03 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.1M | 12k | 88.79 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $1.1M | +173% | 6.6k | 166.68 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.1M | +3% | 17k | 62.31 |
|
| Chevron Corporation (CVX) | 0.2 | $1.0M | +221% | 7.1k | 144.97 |
|
| Nuveen Global High Income SHS (JGH) | 0.2 | $1.0M | -2% | 78k | 12.84 |
|
| Kkr Income Opportunities (KIO) | 0.2 | $1.0M | -2% | 75k | 13.38 |
|
| Fidelity Covington Trust Divid Etf Risi (FDRR) | 0.2 | $986k | -14% | 19k | 51.38 |
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.2 | $947k | 14k | 67.96 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $926k | NEW | 19k | 49.51 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $893k | +13% | 1.7k | 538.77 |
|
| Lear Corp Com New (LEA) | 0.2 | $823k | NEW | 8.7k | 94.70 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $814k | +270% | 8.9k | 91.44 |
|
| Palo Alto Networks (PANW) | 0.2 | $805k | +109% | 4.4k | 181.93 |
|
| Pgim Global Short Duration H (GHY) | 0.2 | $782k | 64k | 12.32 |
|
|
| Pimco Dynamic Income SHS (PDI) | 0.2 | $776k | -5% | 42k | 18.34 |
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| Dow (DOW) | 0.2 | $776k | 19k | 40.13 |
|
|
| Deere & Company (DE) | 0.2 | $769k | 1.8k | 423.82 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.2 | $767k | +25% | 13k | 58.79 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $765k | -3% | 33k | 22.98 |
|
| Advanced Micro Devices (AMD) | 0.2 | $756k | +8% | 6.3k | 120.80 |
|
| Johnson & Johnson (JNJ) | 0.2 | $745k | 5.2k | 144.58 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $718k | +10% | 1.7k | 425.58 |
|
| Home Depot (HD) | 0.2 | $714k | -3% | 1.8k | 389.02 |
|
| Target Corporation (TGT) | 0.2 | $704k | NEW | 5.2k | 135.16 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $664k | -3% | 7.7k | 85.96 |
|
| Cigna Corp (CI) | 0.1 | $650k | 2.4k | 276.07 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $647k | 9.8k | 66.14 |
|
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.1 | $638k | -7% | 14k | 46.79 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $637k | -3% | 6.4k | 99.53 |
|
| Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.1 | $633k | -16% | 70k | 9.01 |
|
| Netflix (NFLX) | 0.1 | $632k | +5% | 710.00 | 890.60 |
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| Pepsi (PEP) | 0.1 | $619k | -3% | 4.1k | 152.04 |
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| Nuveen Mun High Income Opp F (NMZ) | 0.1 | $616k | +6% | 57k | 10.81 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $605k | +13% | 2.8k | 215.48 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.1 | $604k | NEW | 7.9k | 76.06 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $603k | NEW | 8.0k | 75.63 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $583k | 3.1k | 190.88 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $567k | +31% | 619.00 | 915.74 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $563k | +12% | 9.6k | 58.93 |
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| Ishares Tr Us Consum Discre (IYC) | 0.1 | $561k | -3% | 5.8k | 96.14 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $556k | +16% | 4.0k | 137.55 |
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| Boeing Company (BA) | 0.1 | $550k | +42% | 3.1k | 177.01 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $537k | +12% | 6.3k | 84.97 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $505k | +12% | 8.2k | 61.34 |
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| Union Pacific Corporation (UNP) | 0.1 | $498k | -5% | 2.2k | 228.01 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $497k | 2.1k | 232.52 |
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| QCR Holdings (QCRH) | 0.1 | $494k | 6.1k | 80.64 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $487k | +11% | 5.7k | 85.66 |
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| Innoviz Technologies SHS (INVZ) | 0.1 | $463k | +218% | 275k | 1.68 |
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| Fidelity Covington Trust Fidelity Magelan (FMAG) | 0.1 | $457k | +4% | 15k | 30.94 |
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| Amgen (AMGN) | 0.1 | $455k | NEW | 1.7k | 260.64 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $449k | NEW | 1.6k | 289.82 |
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| Philip Morris International (PM) | 0.1 | $419k | -60% | 3.5k | 120.36 |
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| Doubleline Yield (DLY) | 0.1 | $419k | -3% | 26k | 15.83 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $417k | +16% | 8.6k | 48.33 |
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| ON Semiconductor (ON) | 0.1 | $412k | -4% | 6.5k | 63.05 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $404k | +27% | 911.00 | 443.75 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $403k | 4.2k | 96.89 |
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|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $402k | NEW | 7.9k | 50.70 |
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| Lowe's Companies (LOW) | 0.1 | $400k | +8% | 1.6k | 246.73 |
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| Kohl's Corporation (KSS) | 0.1 | $396k | +6% | 28k | 14.04 |
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| Pfizer (PFE) | 0.1 | $392k | +15% | 15k | 26.53 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $383k | 1.4k | 269.70 |
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| ProAssurance Corporation (PRA) | 0.1 | $382k | NEW | 24k | 15.91 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $373k | 6.4k | 58.27 |
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| Mainstay Definedterm Mn Opp (MMD) | 0.1 | $369k | +19% | 25k | 14.93 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $364k | NEW | 1.8k | 198.18 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $364k | +19% | 1.5k | 242.26 |
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| Caterpillar (CAT) | 0.1 | $361k | -12% | 993.00 | 363.94 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $351k | +37% | 1.8k | 197.54 |
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| Shell Spon Ads (SHEL) | 0.1 | $350k | 5.6k | 62.65 |
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| Us Bancorp Del Com New (USB) | 0.1 | $339k | 7.1k | 47.82 |
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| Starbucks Corporation (SBUX) | 0.1 | $338k | -4% | 3.7k | 91.28 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $336k | 5.9k | 57.41 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $336k | +4% | 4.2k | 80.93 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $335k | -9% | 975.00 | 343.41 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $330k | 1.4k | 235.22 |
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| Merck & Co (MRK) | 0.1 | $323k | +2% | 3.2k | 99.51 |
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| Rockwell Automation (ROK) | 0.1 | $320k | 1.1k | 285.79 |
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| Cardinal Health (CAH) | 0.1 | $318k | +15% | 2.7k | 118.27 |
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| Ge Aerospace Com New (GE) | 0.1 | $315k | 1.9k | 166.84 |
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| Ishares Tr High Yld Corp Bd (HYGW) | 0.1 | $315k | NEW | 9.9k | 31.77 |
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| Bluebird Bio Com New | 0.1 | $314k | NEW | 38k | 8.34 |
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| Altria (MO) | 0.1 | $314k | +2% | 6.0k | 52.29 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $313k | +9% | 2.4k | 131.76 |
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| Ford Motor Company (F) | 0.1 | $312k | -57% | 32k | 9.90 |
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| Blackrock Etf Trust Ishares Advantag (BALI) | 0.1 | $308k | NEW | 10k | 30.25 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $308k | -7% | 3.6k | 84.75 |
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| Nextera Energy (NEE) | 0.1 | $306k | 4.3k | 71.69 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $306k | -2% | 630.00 | 486.18 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $302k | 1.3k | 224.40 |
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| Ishares Tr Us Industrials (IYJ) | 0.1 | $297k | -2% | 2.2k | 133.50 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $296k | -11% | 6.9k | 42.61 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $296k | -2% | 7.9k | 37.54 |
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| United Rentals (URI) | 0.1 | $292k | +18% | 414.00 | 705.06 |
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| Pacer Fds Tr Data & Digi Revo (TRFK) | 0.1 | $291k | +14% | 5.8k | 50.52 |
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| Global X Fds Artificial Etf (AIQ) | 0.1 | $289k | 7.5k | 38.64 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $286k | -4% | 2.2k | 127.55 |
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| Select Medical Holdings Corporation (SEM) | 0.1 | $284k | -3% | 15k | 18.85 |
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| Anthem (ELV) | 0.1 | $278k | +7% | 755.00 | 368.54 |
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| Wells Fargo & Company (WFC) | 0.1 | $278k | +9% | 4.0k | 70.24 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $273k | 4.7k | 57.99 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $270k | NEW | 1.6k | 172.42 |
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| BP Sponsored Adr (BP) | 0.1 | $270k | +2% | 9.1k | 29.56 |
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| Ge Vernova (GEV) | 0.1 | $266k | NEW | 810.00 | 328.93 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $264k | 3.0k | 87.91 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $263k | -12% | 2.5k | 105.48 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $260k | +5% | 2.9k | 89.65 |
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| Qualcomm (QCOM) | 0.1 | $258k | +3% | 1.7k | 153.60 |
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| Oneok (OKE) | 0.1 | $255k | +2% | 2.5k | 100.41 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $247k | 397.00 | 622.11 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $246k | NEW | 5.1k | 47.82 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $245k | +10% | 1.9k | 132.13 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $243k | -3% | 2.3k | 107.70 |
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| Cisco Systems (CSCO) | 0.1 | $243k | -26% | 4.1k | 59.18 |
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| Concentra Group Holdings Par Common Stock (CON) | 0.1 | $240k | NEW | 12k | 19.78 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $238k | NEW | 3.2k | 74.02 |
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| At&t (T) | 0.1 | $237k | -4% | 10k | 22.77 |
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| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $237k | NEW | 5.5k | 43.25 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $233k | +200% | 10k | 22.70 |
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| Pimco Municipal Income Fund (PMF) | 0.1 | $233k | +18% | 26k | 8.98 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $232k | -4% | 1.1k | 212.41 |
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| Metropcs Communications (TMUS) | 0.1 | $230k | -12% | 1.0k | 220.73 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $225k | 2.5k | 88.40 |
|
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| CSX Corporation (CSX) | 0.0 | $224k | 6.9k | 32.27 |
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| Vaneck Etf Trust Energy Incme Et (EINC) | 0.0 | $220k | NEW | 2.3k | 94.04 |
|
| Genuine Parts Company (GPC) | 0.0 | $218k | 1.9k | 116.76 |
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| Schwab Strategic Tr Internl Divid (SCHY) | 0.0 | $210k | NEW | 9.1k | 23.12 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $210k | NEW | 793.00 | 264.13 |
|
| FedEx Corporation (FDX) | 0.0 | $209k | -9% | 743.00 | 280.79 |
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| Corning Incorporated (GLW) | 0.0 | $208k | -43% | 4.4k | 47.52 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $208k | 1.5k | 139.50 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $208k | NEW | 2.3k | 90.06 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $206k | -46% | 4.0k | 51.73 |
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| Electronic Arts (EA) | 0.0 | $206k | NEW | 1.4k | 146.30 |
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| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.0 | $201k | NEW | 1.3k | 154.85 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $201k | 7.1k | 28.15 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $200k | 10k | 19.59 |
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| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $178k | 26k | 6.82 |
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| Luminar Technologies Com New Cl A | 0.0 | $107k | NEW | 20k | 5.38 |
|
| Uranium Energy (UEC) | 0.0 | $70k | NEW | 10k | 6.69 |
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Past Filings by Summit X
SEC 13F filings are viewable for Summit X going back to 2017
- Summit X 2024 Q4 filed Feb. 7, 2025
- Summit X 2024 Q3 filed Nov. 7, 2024
- Summit X 2024 Q2 filed Aug. 13, 2024
- Summit X 2024 Q1 filed May 8, 2024
- Summit X 2023 Q4 filed Feb. 8, 2024
- Summit X 2023 Q3 filed Nov. 6, 2023
- Summit X 2023 Q2 filed Aug. 10, 2023
- Summit X 2023 Q1 filed May 10, 2023
- Summit X 2022 Q4 filed Feb. 3, 2023
- Summit X 2022 Q3 filed Nov. 2, 2022
- Summit X 2022 Q2 filed Aug. 12, 2022
- Summit X 2022 Q1 filed May 5, 2022
- Summit X 2021 Q4 filed Jan. 19, 2022
- Summit X 2021 Q3 filed Oct. 19, 2021
- Summit X 2021 Q2 filed July 16, 2021
- Summit X 2021 Q1 filed May 10, 2021