Summit X, LLC Purchases in Q4 2024

Summit X, LLC

  • $437 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
138K
+ 179.49%
$51.78 - $57.15 $7.16M - $7.9M
215K $11.3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
20.7K
+ 1416.58%
$201.32 - $217.44 $4.16M - $4.5M
22.1K $4.58M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
76.9K
+ 45.17%
$41.17 - $43.34 $3.17M - $3.33M
247K $10.2M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
44.6K
New
$55.73 - $66.16 $2.48M - $2.95M
44.6K $2.69M
DFUS
Dimensional ETF Tr U S Equity

ETFs
34.5K
+ 14.71%
$61.52 - $66.5 $2.12M - $2.3M
269K $17.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
6.71K
+ 939.64%
$275.15 - $388.2 $1.85M - $2.6M
7.42K $2.54M
NVDA
Nvidia Corp

Technology
4.63K
+ 3.5%
$117.0 - $148.88 $542K - $689K
137K $18.4M
AVGO
Broadcom Inc.

Technology
7.89K
+ 2767.37%
$159.67 - $250.0 $1.26M - $1.97M
8.17K $1.89M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
32.9K
+ 34.64%
$55.45 - $61.08 $1.82M - $2.01M
128K $7.09M
AMZN
Amazon Com Inc

Consumer Cyclical
2.5K
+ 11.37%
$180.88 - $232.93 $452K - $582K
24.5K $5.37M
HYDB
Ishares Tr Edge High Yield Def

ETFs
24.8K
+ 57.4%
$46.68 - $47.95 $1.16M - $1.19M
68K $3.2M
ENB
Enbridge Inc

Energy
26.4K
New
$40.4 - $43.92 $1.07M - $1.16M
26.4K $1.12M
IAU
Ishares Gold Trust

ETFs
18.7K
New
$48.37 - $52.65 $905K - $985K
18.7K $926K
LEA
Lear Corp

Consumer Cyclical
8.69K
New
$92.95 - $108.96 $807K - $946K
8.69K $822K
CVX
Chevron Corp

Energy
4.9K
+ 221.14%
$141.15 - $162.53 $691K - $796K
7.11K $1.03M
TGT
Target Corp

Consumer Defensive
5.21K
New
$121.59 - $160.69 $633K - $837K
5.21K $704K
GOOGL
Alphabet Inc.

Communication Services
152
+ 0.54%
$161.86 - $196.66 $24.6K - $29.9K
28.5K $5.39M
ORCL
Oracle Corp

Technology
4.16K
+ 173.21%
$165.41 - $192.43 $688K - $800K
6.56K $1.09M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
7.95K
New
$70.54 - $79.61 $560K - $633K
7.95K $604K
PLTR
Palantir Technologies Inc.

Technology
7.97K
New
$36.46 - $82.38 $290K - $656K
7.97K $602K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.5K
+ 270.67%
$91.29 - $91.8 $593K - $596K
8.9K $813K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
21.9K
+ 9.63%
$44.87 - $46.86 $983K - $1.03M
249K $11.2M
AVLV
American Centy ETF Tr Avantis
6.04K
+ 3.87%
$65.51 - $71.22 $395K - $430K
162K $10.8M
AMGN
Amgen Inc

Healthcare
1.75K
New
$258.78 - $328.31 $452K - $573K
1.75K $454K
VTI
Vanguard Total Stock Market Et

ETFs
1.55K
New
$280.04 - $302.45 $434K - $469K
1.55K $449K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.93K
New
$50.62 - $50.97 $401K - $404K
7.93K $402K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
189K
+ 218.25%
$0.49 - $1.84 $92.5K - $348K
275K $462K
PRA
Proassurance Corp

Financial Services
24K
New
$14.37 - $17.31 $345K - $416K
24K $382K
VBR
Vanguard Small Cap Value ETF

ETFs
1.84K
New
$197.36 - $217.3 $363K - $399K
1.84K $364K
WMT
Walmart Inc.

Consumer Defensive
397
+ 1.2%
$79.1 - $95.7 $31.4K - $38K
33.4K $3.02M
V
Visa Inc.

Financial Services
37
+ 0.46%
$273.87 - $320.91 $10.1K - $11.9K
8.15K $2.58M
GOOG
Alphabet Inc.

Communication Services
148
+ 1.3%
$163.08 - $198.16 $24.1K - $29.3K
11.6K $2.2M
BX
Blackstone Inc.

Financial Services
1.57K
New
$148.45 - $199.05 $232K - $312K
1.57K $270K
VEA
Vanguard Ftse Developed Market

ETFs
5.14K
New
$47.57 - $52.44 $245K - $270K
5.14K $245K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.22K
New
$47.29 - $84.74 $152K - $273K
3.22K $239K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.49K
New
$43.02 - $47.32 $236K - $260K
5.49K $237K
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
2.34K
New
$85.8 - $100.97 $200K - $236K
2.34K $219K
AVUV
American Centy ETF Tr Avantis

ETFs
2.18K
+ 14.93%
$94.37 - $106.41 $205K - $232K
16.8K $1.62M
BA
Boeing CO

Industrials
923
+ 42.24%
$138.14 - $180.72 $128K - $167K
3.11K $550K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
9.1K
New
$23.01 - $26.06 $209K - $237K
9.1K $210K
VO
Vanguard Mid Cap ETF

ETFs
793
New
$261.5 - $284.63 $207K - $226K
793 $209K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.31K
New
$89.81 - $104.0 $207K - $240K
2.31K $207K
EA
Electronic Arts Inc.

Communication Services
1.41K
New
$140.69 - $167.97 $198K - $236K
1.41K $205K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.3K
New
$154.42 - $163.91 $201K - $213K
1.3K $201K
MSFT
Microsoft Corp

Technology
860
+ 4.1%
$406.35 - $454.46 $349K - $391K
21.8K $9.2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
10.6K
+ 25.51%
$25.61 - $28.0 $272K - $297K
52.2K $1.35M
AVIG
American Centy ETF Tr Avantis

ETFs
5.84K
+ 17.23%
$40.48 - $42.48 $236K - $248K
39.7K $1.61M
JPM
Jpmorgan Chase & CO

Financial Services
155
+ 3.43%
$205.18 - $250.29 $31.8K - $38.8K
4.68K $1.12M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
310
+ 3.03%
$170.03 - $192.78 $52.7K - $59.8K
10.5K $1.95M
Activity Summary
Buys All Purchases 125 New Holdings 29 Increased Positions 96 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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