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 EA, GBTC, HYGW, SPYD, UEC, PRA, PLTR, GEV, QUS, VO.
- Reduced shares in these 10 stocks: IVV (-$6.6M), VONG, IFRA, HEFA, TIP, CVS, EMB, IGEB, IEMG, TLT.
- Sold out of its positions in Bluebird Bio, CVS, DVN, GM, HUM, HYPR, TIP, LQD, EMB, SLV. IUSB, HEFA, IGEB, FALN, IFRA, Luminar Technologies Inc Com Cl A, MU, REGN, RGA, Revance Therapeutics, 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 |
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| 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 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 3.7 | $17M | -3% | 325k | 51.25 |
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| 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 |
|
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| Amazon (AMZN) | 1.2 | $5.4M | +11% | 25k | 219.40 |
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| Mastercard Incorporated Cl A (MA) | 1.1 | $5.1M | -2% | 9.8k | 526.46 |
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| 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 |
|
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| Ishares Tr Msci Usa Mmentm (MTUM) | 1.0 | $4.6M | +1416% | 22k | 206.94 |
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| Ishares Core Msci Emkt (IEMG) | 0.8 | $3.4M | -24% | 65k | 52.22 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $3.3M | 6.4k | 511.31 |
|
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| 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 |
|
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| Abbvie (ABBV) | 0.7 | $3.1M | -2% | 18k | 177.69 |
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| Wal-Mart Stores (WMT) | 0.7 | $3.0M | 33k | 90.35 |
|
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| Mesoblast Spons Adr (MESO) | 0.6 | $2.9M | 146k | 19.80 |
|
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| Eli Lilly & Co. (LLY) | 0.6 | $2.9M | +2% | 3.7k | 773.10 |
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| 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 |
|
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| 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 |
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| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.5 | $2.4M | 1.2k | 2113.01 |
|
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| Ishares Tr Core High Dv Etf (HDV) | 0.5 | $2.3M | -22% | 21k | 112.28 |
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| 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 |
|
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| Emerson Electric (EMR) | 0.5 | $2.0M | 16k | 123.92 |
|
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| 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 |
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| 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 |
|
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.8M | 7.4k | 242.13 |
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| McDonald's Corporation (MCD) | 0.4 | $1.8M | 6.1k | 289.95 |
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| Meta Platforms Cl A (META) | 0.4 | $1.7M | 3.0k | 586.12 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $1.7M | -3% | 13k | 128.81 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.4 | $1.7M | -2% | 28k | 60.50 |
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| 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 |
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| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.4 | $1.6M | +17% | 40k | 40.57 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.6M | 3.5k | 453.37 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $1.5M | +4% | 21k | 70.28 |
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| Walt Disney Company (DIS) | 0.3 | $1.5M | -15% | 13k | 111.36 |
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| Coca-Cola Company (KO) | 0.3 | $1.4M | 23k | 62.26 |
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| 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 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.4M | +5% | 12k | 115.21 |
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| Geron Corporation (GERN) | 0.3 | $1.4M | 383k | 3.54 |
|
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.3 | $1.4M | +25% | 52k | 25.84 |
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| Citigroup Com New (C) | 0.3 | $1.3M | 18k | 70.41 |
|
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| 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 |
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| Enbridge (ENB) | 0.2 | $1.1M | NEW | 26k | 42.44 |
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| 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 |
|
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| Kimberly-Clark Corporation (KMB) | 0.2 | $1.1M | 8.5k | 131.03 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.1M | 12k | 88.79 |
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| Oracle Corporation (ORCL) | 0.2 | $1.1M | +173% | 6.6k | 166.68 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.1M | +3% | 17k | 62.31 |
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| Chevron Corporation (CVX) | 0.2 | $1.0M | +221% | 7.1k | 144.97 |
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| Nuveen Global High Income SHS (JGH) | 0.2 | $1.0M | -2% | 78k | 12.84 |
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| 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 |
|
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $926k | NEW | 19k | 49.51 |
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| 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 |
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| 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 |
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| Pgim Global Short Duration H (GHY) | 0.2 | $782k | 64k | 12.32 |
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| Pimco Dynamic Income SHS (PDI) | 0.2 | $776k | -5% | 42k | 18.34 |
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| Dow (DOW) | 0.2 | $776k | 19k | 40.13 |
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| Deere & Company (DE) | 0.2 | $769k | 1.8k | 423.82 |
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| 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 |
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| Johnson & Johnson (JNJ) | 0.2 | $745k | 5.2k | 144.58 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $718k | +10% | 1.7k | 425.58 |
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| Home Depot (HD) | 0.2 | $714k | -3% | 1.8k | 389.02 |
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| Target Corporation (TGT) | 0.2 | $704k | NEW | 5.2k | 135.16 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $664k | -3% | 7.7k | 85.96 |
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| Cigna Corp (CI) | 0.1 | $650k | 2.4k | 276.07 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $647k | 9.8k | 66.14 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.1 | $638k | -7% | 14k | 46.79 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $637k | -3% | 6.4k | 99.53 |
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| Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.1 | $633k | -16% | 70k | 9.01 |
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| 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 |
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| 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 (BLUE) | 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 |
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| 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 |
|
|
| 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 |
|
|
| 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 |
|
| Corning Incorporated (GLW) | 0.0 | $208k | -43% | 4.4k | 47.52 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $208k | 1.5k | 139.50 |
|
|
| 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 |
|
| Electronic Arts (EA) | 0.0 | $206k | NEW | 1.4k | 146.30 |
|
| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.0 | $201k | NEW | 1.3k | 154.85 |
|
| 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 (LAZR) | 0.0 | $107k | NEW | 20k | 5.38 |
|
| Uranium Energy (UEC) | 0.0 | $70k | NEW | 10k | 6.69 |
|
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