Summit X, LLC Purchases in Q1 2025

Summit X, LLC

  • $460 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
17K
New
$10.1 - $10.61 $171K - $180K
17K $174K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
12.1K
New
$12.61 - $14.92 $153K - $181K
12.1K $173K
AVUS
American Centy ETF Tr Avantis

ETFs
4.61K
+ 7.84%
$90.7 - $101.57 $418K - $468K
63.4K $5.85M
CAH
Cardinal Health Inc

Healthcare
766
+ 28.5%
$118.02 - $137.77 $90.4K - $106K
3.45K $475K
MCD
Mcdonalds Corp

Consumer Cyclical
50
+ 0.82%
$279.74 - $321.29 $14K - $16.1K
6.15K $1.92M
FDX
Fedex Corp

Industrials
613
+ 82.5%
$230.33 - $281.53 $141K - $173K
1.36K $330K
WFC
Wells Fargo & Company

Financial Services
1.57K
+ 39.67%
$66.78 - $81.42 $105K - $128K
5.53K $396K
OMI
Owens & Minor Inc

Healthcare
13K
New
$6.22 - $15.07 $81.1K - $196K
13K $117K
JNJ
Johnson & Johnson

Healthcare
9
+ 0.17%
$142.06 - $167.7 $1.28K - $1.51K
5.16K $856K
IGRO
Ishares Tr International Divid

ETFs
633
+ 4.54%
$66.91 - $73.87 $42.4K - $46.8K
14.6K $1.05M
AVIG
American Centy ETF Tr Avantis

ETFs
1.45K
+ 3.66%
$40.06 - $41.55 $58.2K - $60.4K
41.2K $1.7M
URI
United Rentals, Inc.

Industrials
183
+ 44.2%
$594.17 - $789.56 $109K - $144K
597 $374K
ELV
Elevance Health, Inc.

Healthcare
36
+ 4.77%
$365.9 - $436.25 $13.2K - $15.7K
791 $344K
SHEL
Shell PLC

Energy
80
+ 1.43%
$62.84 - $73.29 $5.03K - $5.86K
5.67K $415K
VEA
Vanguard Ftse Developed Market

ETFs
949
+ 18.45%
$47.4 - $52.99 $45K - $50.3K
6.09K $309K
TMUS
T Mobile Us, Inc.

Communication Services
48
+ 4.61%
$211.3 - $272.83 $10.1K - $13.1K
1.09K $290K
SANA
Sana Biotechnology, Inc.

Healthcare
36K
New
$1.65 - $4.3 $59.4K - $155K
36K $60K
XLE
Energy Sector Spdr

ETFs
165
+ 2.9%
$85.7 - $93.96 $14.1K - $15.5K
5.85K $546K
BP
Bp PLC

Energy
516
+ 5.66%
$29.93 - $35.31 $15.4K - $18.2K
9.64K $325K
MGK
Vanguard Mega Cap Growth ETF

ETFs
275
+ 28.21%
$307.43 - $357.48 $84.5K - $98.3K
1.25K $386K
UEC
Uranium Energy Corp

Energy
14.7K
+ 141.82%
$4.77 - $8.2 $70.3K - $121K
25.1K $120K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
644
+ 36.24%
$165.25 - $224.62 $106K - $145K
2.42K $401K
CSCO
Cisco Systems, Inc.

Technology
662
+ 16.15%
$58.74 - $64.87 $38.9K - $42.9K
4.76K $293K
IXUS
Ishares Tr

ETFs
151
+ 1.54%
$65.06 - $72.31 $9.82K - $10.9K
9.93K $693K
SPY
Spdr S&P 500 ETF Trust

ETFs
230
+ 7.44%
$551.42 - $612.93 $127K - $141K
3.32K $1.86M
NFLX
Netflix Inc

Communication Services
14
+ 1.97%
$828.4 - $1058.6 $11.6K - $14.8K
724 $675K
JPM
Jpmorgan Chase & CO

Financial Services
58
+ 1.24%
$225.19 - $279.95 $13.1K - $16.2K
4.74K $1.16M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
786
+ 14.32%
$42.18 - $45.16 $33.2K - $35.5K
6.27K $277K
DGRO
Ishares Core Dividend Growth E

ETFs
558
+ 6.78%
$60.46 - $64.42 $33.7K - $35.9K
8.79K $542K
XLV
Select Sector Spdr Fund Health

ETFs
8
+ 0.2%
$137.61 - $149.68 $1.1K - $1.2K
4.05K $591K
IWD
Ishares Russell 1000 Val ETF

ETFs
90
+ 1.5%
$182.82 - $196.21 $16.5K - $17.7K
6.11K $1.15M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.01K
+ 7.12%
$120.29 - $134.6 $121K - $136K
15.2K $1.85M
UNP
Union Pacific Corp

Industrials
42
+ 1.92%
$225.21 - $254.42 $9.46K - $10.7K
2.23K $525K
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
100
+ 4.28%
$93.33 - $103.96 $9.33K - $10.4K
2.44K $243K
XLF
Financial Sector Spdr

ETFs
200
+ 2.32%
$47.32 - $52.19 $9.46K - $10.4K
8.83K $439K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
75
+ 4.45%
$408.78 - $448.82 $30.7K - $33.7K
1.76K $739K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
112
+ 6.76%
$507.05 - $563.67 $56.8K - $63.1K
1.77K $909K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
77
+ 4.15%
$128.74 - $138.67 $9.91K - $10.7K
1.93K $262K
CMCSA
Comcast Corp

Communication Services
539
+ 6.84%
$33.19 - $38.23 $17.9K - $20.6K
8.42K $310K
META
Meta Platforms, Inc.

Communication Services
93
+ 3.14%
$576.36 - $736.67 $53.6K - $68.5K
3.06K $1.76M
XLI
Industrial Sector Spdr

ETFs
80
+ 3.36%
$128.78 - $141.67 $10.3K - $11.3K
2.46K $322K
WY
Weyerhaeuser CO

Real Estate
5
+ 0.07%
$27.29 - $31.39 $136 - $157
7.13K $208K
GPC
Genuine Parts CO

Consumer Cyclical
20
+ 1.07%
$115.91 - $129.02 $2.32K - $2.58K
1.88K $224K
ON
On Semiconductor Corp

Technology
3.73K
+ 57.04%
$40.69 - $64.51 $152K - $241K
10.3K $417K
AVUV
American Centy ETF Tr Avantis

ETFs
1.81K
+ 10.83%
$84.95 - $100.62 $154K - $183K
18.6K $1.62M
IVE
Ishares S&P 500 Value ETF

ETFs
9
+ 0.29%
$185.78 - $198.58 $1.67K - $1.79K
3.06K $583K
Blackrock ETF Trust
8.4K
New
N/A
8.4K $0
Sky Quarry Inc
10K
New
N/A
10K $0
Blackrock ETF Trust
174
+ 1.71%
N/A
10.4K $0
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
Track This Portfolio

Track Summit X, LLC Portfolio

Follow Summit X, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit X, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit X, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email