Summit X, LLC Purchases in Q1 2025

Summit X, LLC

  • $460 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7.61K
+ 96.06%
$1187.71 - $1432.58 $9.04M - $10.9M
15.5K $22.3M
NVDA
Nvidia Corp

Technology
132K
+ 96.15%
$106.98 - $149.43 $14.1M - $19.7M
268K $29.1M
AVEM
American Centy ETF Tr Avantis

ETFs
75K
+ 575.29%
$57.11 - $62.4 $4.29M - $4.68M
88.1K $5.3M
AVLV
American Centy ETF Tr Avantis
70.2K
+ 43.31%
$63.51 - $70.42 $4.46M - $4.94M
232K $15.1M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
36.9K
+ 576.96%
$97.25 - $104.79 $3.59M - $3.87M
43.3K $4.49M
XOM
Exxon Mobil Corp

Energy
23.7K
+ 104.82%
$105.44 - $118.93 $2.5M - $2.82M
46.4K $5.52M
IAU
Ishares Gold Trust

ETFs
44.9K
+ 240.08%
$49.74 - $58.96 $2.23M - $2.65M
63.6K $3.75M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11.8K
+ 12.04%
$168.16 - $186.21 $1.98M - $2.19M
110K $18.7M
PSTG
Pure Storage, Inc.

Technology
23.5K
New
$44.27 - $72.37 $1.04M - $1.7M
23.5K $1.04M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
84.9K
+ 148.83%
$10.81 - $11.29 $917K - $958K
142K $1.55M
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
50.1K
+ 78.91%
$12.52 - $13.63 $627K - $683K
114K $1.52M
PANW
Palo Alto Networks Inc

Technology
4.63K
+ 104.52%
$167.82 - $208.28 $776K - $963K
9.05K $1.54M
PLTR
Palantir Technologies Inc.

Technology
7.86K
+ 98.64%
$64.98 - $124.62 $511K - $979K
15.8K $1.34M
PMF
Pimco Municipal Income Fund

Financial Services
63.2K
+ 243.83%
$8.64 - $9.36 $546K - $592K
89.1K $787K
PEP
Pepsico Inc

Consumer Defensive
3.74K
+ 91.99%
$142.64 - $156.42 $534K - $586K
7.81K $1.17M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
8.91K
+ 112.11%
$68.07 - $78.99 $606K - $704K
16.9K $1.15M
BROS
Dutch Bros Inc.

Consumer Cyclical
8.37K
New
$55.77 - $85.37 $467K - $714K
8.37K $516K
ORCL
Oracle Corp

Technology
4.62K
+ 70.47%
$139.81 - $186.47 $646K - $862K
11.2K $1.56M
V
Visa Inc.

Financial Services
534
+ 6.55%
$306.92 - $362.71 $164K - $194K
8.69K $3.04M
FMAG
Fidelity Covington Tr

ETFs
15.5K
+ 105.15%
$28.87 - $33.0 $448K - $512K
30.3K $880K
PDI
Pimco Dynamic Income Fund

Financial Services
17.9K
+ 42.31%
$18.51 - $20.05 $331K - $359K
60.2K $1.19M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.4K
+ 49.51%
$91.45 - $91.75 $403K - $404K
13.3K $1.22M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
44.8K
New
$8.58 - $8.9 $384K - $399K
44.8K $392K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
7.64K
+ 55.98%
$46.18 - $47.84 $353K - $365K
21.3K $1.01M
SSNC
Ss&C Technologies Holdings Inc

Technology
3.93K
New
$74.75 - $89.13 $294K - $350K
3.93K $328K
PFE
Pfizer Inc

Healthcare
12.8K
+ 86.65%
$25.01 - $27.13 $320K - $347K
27.5K $697K
PM
Philip Morris International Inc.

Consumer Defensive
1.07K
+ 30.62%
$117.15 - $158.79 $125K - $169K
4.55K $722K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
4.39K
New
$65.44 - $70.64 $287K - $310K
4.39K $300K
XLB
Select Sector Spdr Fd Material

ETFs
3.37K
New
$83.19 - $90.99 $280K - $307K
3.37K $289K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.68K
New
$142.8 - $176.36 $239K - $295K
1.68K $288K
VUG
Vanguard Growth ETF

ETFs
778
New
$369.1 - $427.61 $287K - $333K
778 $288K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2.03K
+ 0.82%
$40.79 - $42.32 $82.8K - $85.9K
249K $10.5M
AEE
Ameren Corp

Utilities
202
+ 0.96%
$86.87 - $103.67 $17.5K - $20.9K
21.2K $2.12M
LHX
L3 Harris Technologies, Inc.

Industrials
1.15K
New
$194.65 - $222.86 $224K - $257K
1.15K $241K
ABT
Abbott Laboratories

Healthcare
1.81K
New
$111.1 - $140.22 $201K - $254K
1.81K $240K
FNDF
Schwab Fundamental Intl Large

ETFs
6.61K
New
$32.9 - $37.45 $218K - $248K
6.61K $238K
OKE
Oneok Inc

Energy
2.42K
+ 95.12%
$89.57 - $109.85 $216K - $265K
4.96K $491K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
6.4K
New
$36.63 - $37.45 $234K - $240K
6.4K $235K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3K
New
$69.81 - $78.9 $210K - $237K
3K $234K
CVS
Cvs Health Corp

Healthcare
3.41K
New
$44.22 - $68.64 $151K - $234K
3.41K $231K
IGV
Ishares Expanded Tech Software

ETFs
2.55K
New
$88.3 - $107.83 $225K - $274K
2.55K $226K
APD
Air Products & Chemicals, Inc.

Basic Materials
741
New
$283.24 - $338.07 $210K - $251K
741 $218K
SLV
I Shares Silver Trust

ETFs
7.01K
New
$26.93 - $31.32 $189K - $219K
7.01K $217K
HWM
Howmet Aerospace Inc.

Industrials
1.62K
New
$110.79 - $139.39 $180K - $226K
1.62K $210K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
13.7K
+ 55.28%
$14.61 - $15.83 $200K - $217K
38.4K $579K
MU
Micron Technology Inc

Technology
2.38K
New
$86.89 - $109.38 $207K - $260K
2.38K $206K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
8.03K
New
$23.43 - $25.55 $188K - $205K
8.03K $205K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2.7K
New
$74.34 - $81.0 $201K - $219K
2.7K $205K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
13.6K
New
$13.65 - $14.45 $186K - $197K
13.6K $193K
Activity Summary
Buys All Purchases 135 New Holdings 30 Increased Positions 105 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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