Summit X
Latest statistics and disclosures from Summit X's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, VONG, QUAL, NVDA, and represent 26.97% of Summit X's stock portfolio.
- Added to shares of these 10 stocks: MGK, GOOG, ET, XLE, PANW, ABBV, QCOM, ROK, BA, CVX.
- Started 3 new stock positions in MGK, ET, Trevena.
- Reduced shares in these 10 stocks: IVV, NVDA, AAPL, AVUS, MSFT, QUAL, VONG, AVLV, GOOGL, DYNF.
- Sold out of its positions in APD, AIG, AMGN, CTSH, COP, CCI, EA, FIS, ICE, IWM.
- Summit X was a net seller of stock by $-35M.
- Summit X has $411M in assets under management (AUM), dropping by -7.75%.
- Central Index Key (CIK): 0001697729
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Portfolio Holdings for Summit X
Summit X holds 212 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 8.4 | $34M | -4% | 63k | 547.27 |
|
| Apple (AAPL) | 5.9 | $24M | -5% | 114k | 210.66 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 4.8 | $20M | -4% | 209k | 93.81 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.0 | $17M | -5% | 97k | 170.76 |
|
| NVIDIA Corporation (NVDA) | 4.0 | $16M | -7% | 132k | 123.51 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 3.9 | $16M | -4% | 337k | 46.94 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 3.4 | $14M | -4% | 235k | 58.85 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 2.6 | $11M | -4% | 105k | 102.30 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.5 | $10M | -3% | 227k | 44.93 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 2.4 | $9.8M | -7% | 156k | 62.84 |
|
| Microsoft Corporation (MSFT) | 2.3 | $9.4M | -9% | 21k | 446.91 |
|
| O'reilly Automotive (ORLY) | 2.1 | $8.6M | -2% | 8.1k | 1055.97 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.9 | $7.6M | -3% | 83k | 91.78 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 1.7 | $7.1M | -3% | 170k | 41.54 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 1.7 | $6.9M | -5% | 46k | 150.51 |
|
| Ishares Tr Mbs Etf (MBB) | 1.6 | $6.4M | -3% | 70k | 91.81 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.4 | $5.6M | -4% | 95k | 59.20 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $5.2M | -13% | 28k | 181.87 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 1.2 | $4.9M | 94k | 52.20 |
|
|
| Procter & Gamble Company (PG) | 1.1 | $4.6M | -2% | 28k | 164.90 |
|
| Ishares Core Msci Emkt (IEMG) | 1.1 | $4.6M | -5% | 86k | 53.53 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.1 | $4.5M | -3% | 62k | 72.05 |
|
| Mastercard Incorporated Cl A (MA) | 1.1 | $4.4M | -4% | 10k | 441.11 |
|
| Amazon (AMZN) | 1.0 | $4.2M | -15% | 22k | 193.25 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.0 | $4.2M | -21% | 47k | 90.19 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.0 | $4.1M | -5% | 77k | 53.04 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $3.3M | 3.6k | 906.30 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $3.1M | -3% | 6.4k | 479.24 |
|
| Abbvie (ABBV) | 0.7 | $3.1M | 18k | 171.50 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.7 | $2.9M | -4% | 26k | 108.83 |
|
| Raytheon Technologies Corp (RTX) | 0.7 | $2.7M | -8% | 27k | 100.39 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $2.5M | -8% | 21k | 115.12 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.6 | $2.4M | -5% | 57k | 42.13 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.6 | $2.4M | -5% | 67k | 35.56 |
|
| Costamare SHS (CMRE) | 0.6 | $2.4M | -3% | 144k | 16.43 |
|
| Wal-Mart Stores (WMT) | 0.5 | $2.2M | -7% | 33k | 67.77 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.5 | $2.2M | -3% | 21k | 106.80 |
|
| Visa Com Cl A (V) | 0.5 | $2.1M | -10% | 8.1k | 262.48 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.1M | +12% | 11k | 183.41 |
|
| Doubleline Income Solutions (DSL) | 0.5 | $2.0M | -2% | 163k | 12.52 |
|
| Ishares Tr High Yld Systm B (HYDB) | 0.5 | $2.0M | -3% | 43k | 46.44 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.5 | $2.0M | -8% | 1.2k | 1683.56 |
|
| Emerson Electric (EMR) | 0.4 | $1.8M | -2% | 17k | 110.16 |
|
| UnitedHealth (UNH) | 0.4 | $1.8M | 3.5k | 509.20 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.4 | $1.8M | -2% | 10k | 171.53 |
|
| CVS Caremark Corporation (CVS) | 0.4 | $1.7M | -11% | 29k | 59.06 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $1.7M | 41k | 41.53 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $1.7M | -5% | 14k | 119.31 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.6M | -25% | 3.0k | 544.30 |
|
| Geron Corporation (GERN) | 0.4 | $1.6M | -5% | 385k | 4.24 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $1.6M | -6% | 18k | 88.49 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.6M | -3% | 7.4k | 215.01 |
|
| United Parcel Service CL B (UPS) | 0.4 | $1.6M | -4% | 12k | 136.82 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $1.6M | -12% | 13k | 118.79 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.6M | -6% | 6.1k | 254.86 |
|
| Gilead Sciences (GILD) | 0.4 | $1.6M | -3% | 23k | 68.60 |
|
| Walt Disney Company (DIS) | 0.4 | $1.5M | -8% | 16k | 99.30 |
|
| Meta Platforms Cl A (META) | 0.4 | $1.5M | -12% | 3.0k | 505.63 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.4 | $1.5M | -9% | 30k | 50.37 |
|
| Ameren Corporation (AEE) | 0.4 | $1.5M | -19% | 21k | 71.10 |
|
| Coca-Cola Company (KO) | 0.4 | $1.5M | -5% | 23k | 63.65 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.5M | -11% | 20k | 72.65 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.4M | -18% | 3.5k | 407.54 |
|
| Ishares Tr Investment Grade (IGEB) | 0.3 | $1.4M | 31k | 44.36 |
|
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.3 | $1.4M | -15% | 34k | 40.78 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $1.4M | -4% | 29k | 47.44 |
|
| Canadian Natl Ry (CNI) | 0.3 | $1.4M | 11k | 118.13 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $1.3M | -10% | 15k | 89.74 |
|
| Tesla Motors (TSLA) | 0.3 | $1.3M | -8% | 6.3k | 197.90 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.3M | 3.4k | 364.50 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.2M | 11k | 106.67 |
|
|
| Citigroup Com New (C) | 0.3 | $1.2M | -16% | 18k | 63.46 |
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $1.2M | -5% | 8.3k | 138.20 |
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $1.1M | -17% | 8.0k | 142.64 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.3 | $1.1M | -22% | 42k | 26.29 |
|
| Fidelity Covington Trust Divid Etf Risi (FDRR) | 0.3 | $1.1M | -7% | 23k | 48.25 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $1.1M | 13k | 83.96 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.1M | -9% | 11k | 92.54 |
|
| Kkr Income Opportunities (KIO) | 0.3 | $1.0M | 77k | 13.70 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $1.0M | 6.0k | 174.42 |
|
|
| Nuveen Global High Income SHS (JGH) | 0.2 | $1.0M | 80k | 12.79 |
|
|
| Dow (DOW) | 0.2 | $1.0M | -2% | 19k | 53.05 |
|
| Mesoblast Spons Adr (MESO) | 0.2 | $1.0M | 148k | 6.81 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $955k | -3% | 16k | 58.52 |
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.2 | $954k | -7% | 14k | 67.40 |
|
| Ford Motor Company (F) | 0.2 | $938k | -3% | 75k | 12.54 |
|
| Advanced Micro Devices (AMD) | 0.2 | $932k | 5.7k | 162.21 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $915k | -24% | 4.5k | 202.22 |
|
| Philip Morris International (PM) | 0.2 | $885k | -14% | 8.7k | 101.32 |
|
| Pimco Dynamic Income SHS (PDI) | 0.2 | $839k | 45k | 18.81 |
|
|
| Cigna Corp (CI) | 0.2 | $787k | -9% | 2.4k | 330.58 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $782k | -2% | 35k | 22.57 |
|
| Pgim Global Short Duration H (GHY) | 0.2 | $768k | 65k | 11.88 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $740k | -2% | 5.1k | 146.15 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $730k | 1.5k | 500.02 |
|
|
| Humana (HUM) | 0.2 | $728k | -15% | 1.9k | 373.70 |
|
| Palo Alto Networks (PANW) | 0.2 | $717k | +9% | 2.1k | 339.16 |
|
| Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.2 | $712k | 84k | 8.47 |
|
|
| Pepsi (PEP) | 0.2 | $697k | -34% | 4.2k | 164.90 |
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.2 | $691k | -6% | 15k | 46.86 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $683k | -7% | 6.7k | 102.69 |
|
| Deere & Company (DE) | 0.2 | $674k | 1.8k | 373.68 |
|
|
| Reinsurance Grp Of America I Com New (RGA) | 0.2 | $666k | -7% | 3.2k | 205.27 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $660k | -11% | 9.8k | 67.56 |
|
| Home Depot (HD) | 0.2 | $656k | -6% | 1.9k | 344.30 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.2 | $633k | -18% | 10k | 61.09 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $610k | -3% | 2.5k | 246.64 |
|
| Kohl's Corporation (KSS) | 0.1 | $606k | -2% | 26k | 22.99 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $597k | 1.5k | 391.54 |
|
|
| Nuveen Mun High Income Opp F (NMZ) | 0.1 | $580k | -22% | 54k | 10.79 |
|
| Bluebird Bio (BLUE) | 0.1 | $559k | -2% | 568k | 0.98 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $557k | -14% | 3.1k | 182.01 |
|
| Select Medical Holdings Corporation (SEM) | 0.1 | $547k | -3% | 16k | 35.06 |
|
| Union Pacific Corporation (UNP) | 0.1 | $524k | +7% | 2.3k | 226.19 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $514k | 8.5k | 60.30 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $504k | -5% | 3.5k | 145.75 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $492k | -3% | 2.2k | 226.23 |
|
| Ishares Tr Us Consum Discre (IYC) | 0.1 | $489k | -5% | 6.0k | 81.28 |
|
| ON Semiconductor (ON) | 0.1 | $472k | -3% | 6.9k | 68.55 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $465k | +16% | 5.1k | 91.15 |
|
| Broadcom (AVGO) | 0.1 | $457k | -61% | 285.00 | 1604.09 |
|
| Netflix (NFLX) | 0.1 | $454k | -9% | 672.00 | 675.39 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $440k | 5.6k | 78.63 |
|
|
| Doubleline Yield (DLY) | 0.1 | $434k | 28k | 15.78 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $423k | 7.3k | 57.61 |
|
|
| Fidelity Covington Trust Fidelity Magelan (FMAG) | 0.1 | $418k | 14k | 29.67 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $409k | -25% | 4.2k | 97.06 |
|
| Shell Spon Ads (SHEL) | 0.1 | $405k | -33% | 5.6k | 72.17 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $399k | -15% | 469.00 | 850.69 |
|
| Boeing Company (BA) | 0.1 | $398k | +12% | 2.2k | 182.00 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $398k | -3% | 717.00 | 554.61 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $396k | -5% | 6.5k | 61.27 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $391k | 7.5k | 52.06 |
|
|
| Merck & Co (MRK) | 0.1 | $390k | -3% | 3.2k | 123.49 |
|
| Caterpillar (CAT) | 0.1 | $386k | -10% | 1.1k | 338.73 |
|
| Anthem (ELV) | 0.1 | $381k | -25% | 704.00 | 541.28 |
|
| QCR Holdings (QCRH) | 0.1 | $367k | 6.1k | 60.00 |
|
|
| Luminar Technologies Com Cl A (LAZR) | 0.1 | $361k | 242k | 1.49 |
|
|
| Pfizer (PFE) | 0.1 | $357k | -13% | 13k | 27.98 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $355k | 1.4k | 249.62 |
|
|
| Chevron Corporation (CVX) | 0.1 | $346k | +12% | 2.2k | 156.16 |
|
| Mainstay Definedterm Mn Opp (MMD) | 0.1 | $344k | -32% | 21k | 16.58 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $343k | 5.9k | 58.64 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $339k | -28% | 2.4k | 141.24 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $338k | NEW | 1.1k | 314.21 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $333k | -34% | 7.9k | 42.20 |
|
| Lowe's Companies (LOW) | 0.1 | $329k | 1.5k | 220.39 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $326k | 1.3k | 260.70 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $324k | 3.9k | 82.82 |
|
|
| Qualcomm (QCOM) | 0.1 | $324k | +17% | 1.6k | 199.32 |
|
| BP Sponsored Adr (BP) | 0.1 | $320k | -36% | 8.9k | 36.10 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $317k | -47% | 8.1k | 39.17 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $310k | 4.0k | 78.05 |
|
|
| Rockwell Automation (ROK) | 0.1 | $307k | +16% | 1.1k | 275.28 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $306k | -4% | 7.4k | 41.11 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $303k | +6% | 648.00 | 467.33 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $303k | 288.00 | 1051.03 |
|
|
| Corning Incorporated (GLW) | 0.1 | $302k | 7.8k | 38.85 |
|
|
| Nextera Energy (NEE) | 0.1 | $301k | -27% | 4.3k | 70.81 |
|
| Starbucks Corporation (SBUX) | 0.1 | $301k | -16% | 3.9k | 77.91 |
|
| Ge Aerospace Com New (GE) | 0.1 | $299k | 1.9k | 159.01 |
|
|
| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $299k | -4% | 11k | 26.19 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $298k | -4% | 2.8k | 104.53 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $296k | -4% | 1.4k | 214.59 |
|
| Devon Energy Corporation (DVN) | 0.1 | $286k | -19% | 6.0k | 47.39 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $284k | -2% | 1.5k | 194.82 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $283k | -6% | 7.1k | 39.70 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $279k | -12% | 2.4k | 118.64 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $277k | -6% | 2.6k | 107.11 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $274k | -18% | 714.00 | 383.17 |
|
| Ishares Tr Us Industrials (IYJ) | 0.1 | $271k | -5% | 2.3k | 119.46 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $269k | -8% | 4.7k | 57.21 |
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| Altria (MO) | 0.1 | $268k | -8% | 5.9k | 45.55 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $268k | 10k | 26.57 |
|
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| Cisco Systems (CSCO) | 0.1 | $265k | -8% | 5.6k | 47.51 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $264k | -5% | 2.2k | 121.87 |
|
| Global X Fds Artificial Etf (AIQ) | 0.1 | $263k | 7.4k | 35.63 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $259k | 1.5k | 173.48 |
|
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| Genuine Parts Company (GPC) | 0.1 | $258k | -15% | 1.9k | 138.32 |
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| FedEx Corporation (FDX) | 0.1 | $247k | -23% | 824.00 | 299.23 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $244k | -40% | 3.0k | 80.16 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $241k | -5% | 1.3k | 182.44 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $234k | -21% | 2.3k | 100.21 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $229k | -21% | 397.00 | 576.88 |
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| CSX Corporation (CSX) | 0.1 | $229k | -10% | 6.8k | 33.45 |
|
| Cardinal Health (CAH) | 0.1 | $229k | -44% | 2.3k | 98.32 |
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| Pacer Fds Tr Data & Digi Revo (TRFK) | 0.1 | $228k | -2% | 5.0k | 45.38 |
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| Revance Therapeutics (RVNC) | 0.1 | $227k | 88k | 2.57 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $226k | -13% | 1.1k | 197.33 |
|
| United Rentals (URI) | 0.1 | $225k | -6% | 348.00 | 647.60 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $225k | -38% | 1.3k | 173.81 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $224k | 2.7k | 81.42 |
|
|
| Micron Technology (MU) | 0.1 | $222k | -50% | 1.7k | 131.54 |
|
| General Motors Company (GM) | 0.1 | $222k | -35% | 4.8k | 46.46 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $220k | -47% | 2.4k | 91.77 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $215k | -49% | 3.4k | 62.87 |
|
| Wells Fargo & Company (WFC) | 0.1 | $214k | -57% | 3.6k | 59.41 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $213k | -40% | 1.7k | 127.21 |
|
| Metropcs Communications (TMUS) | 0.1 | $210k | -29% | 1.2k | 176.18 |
|
| At&t (T) | 0.1 | $208k | -21% | 11k | 19.11 |
|
| Walgreen Boots Alliance (WBA) | 0.1 | $208k | -4% | 17k | 12.09 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $207k | -8% | 4.6k | 45.22 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $207k | 2.5k | 81.08 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $202k | 7.1k | 28.39 |
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| Oneok (OKE) | 0.0 | $201k | -11% | 2.5k | 81.56 |
|
| Pimco Municipal Income Fund (PMF) | 0.0 | $200k | -43% | 22k | 9.17 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $165k | NEW | 10k | 16.22 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $163k | 26k | 6.37 |
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| Innoviz Technologies SHS (INVZ) | 0.0 | $80k | 87k | 0.93 |
|
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| Hyperfine Com Cl A (HYPR) | 0.0 | $15k | 18k | 0.85 |
|
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| Lilium N V Class A Ord Shs (LILM) | 0.0 | $8.7k | 11k | 0.79 |
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| Trevena | 0.0 | $3.6k | NEW | 16k | 0.22 |
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Past Filings by Summit X
SEC 13F filings are viewable for Summit X going back to 2017
- 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
- Summit X 2020 Q4 filed Jan. 29, 2021