Summit X, LLC Purchases in Q4 2024

Summit X, LLC

  • $437 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
38
+ 5.65%
$687.65 - $936.56 $26.1K - $35.6K
710 $632K
COST
Costco Wholesale Corp

Consumer Defensive
150
+ 31.98%
$873.59 - $994.69 $131K - $149K
619 $567K
ITOT
Ishares Core S&P Total U.S. St

ETFs
872
+ 6.55%
$124.26 - $134.12 $108K - $117K
14.2K $1.82M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
484
+ 37.43%
$172.07 - $207.36 $83.3K - $100K
1.78K $350K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
198
+ 13.57%
$521.84 - $558.82 $103K - $111K
1.66K $892K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.25K
+ 1.29%
$176.42 - $186.91 $220K - $233K
97.9K $17.4M
AVEM
American Centy ETF Tr Avantis

ETFs
2.68K
+ 25.86%
$58.59 - $66.14 $157K - $177K
13K $766K
SPY
Spdr S&P 500 ETF Trust

ETFs
85
+ 2.83%
$567.81 - $607.81 $48.3K - $51.7K
3.09K $1.81M
PANW
Palo Alto Networks Inc

Technology
2.31K
+ 109.22%
$181.96 - $405.9 $420K - $938K
4.43K $805K
XLF
Financial Sector Spdr

ETFs
1.19K
+ 16.04%
$44.89 - $51.34 $53.6K - $61.2K
8.63K $417K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
162
+ 10.63%
$417.69 - $450.94 $67.7K - $73.1K
1.69K $717K
ICVT
Ishares Tr Convertible Bond Et

ETFs
727
+ 13.0%
$83.09 - $89.28 $60.4K - $64.9K
6.32K $537K
UEC
Uranium Energy Corp

Energy
10.4K
New
$6.55 - $8.6 $68K - $89.3K
10.4K $69K
CAH
Cardinal Health Inc

Healthcare
362
+ 15.56%
$107.89 - $125.33 $39.1K - $45.4K
2.69K $317K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
249
+ 19.89%
$238.25 - $261.28 $59.3K - $65.1K
1.5K $363K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
601
+ 5.36%
$113.92 - $127.38 $68.5K - $76.6K
11.8K $1.36M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.43K
+ 5.55%
$71.75 - $75.11 $246K - $258K
65.3K $4.7M
DGRO
Ishares Core Dividend Growth E

ETFs
888
+ 12.1%
$60.73 - $64.94 $53.9K - $57.7K
8.23K $504K
QCRH
Qcr Holdings Inc

Financial Services
2
+ 0.03%
$72.35 - $93.84 $145 - $188
6.12K $493K
XLE
Energy Sector Spdr

ETFs
581
+ 11.39%
$83.32 - $97.27 $48.4K - $56.5K
5.68K $486K
XLY
Select Sector Spdr Consumer Di

ETFs
26
+ 1.97%
$194.8 - $239.43 $5.06K - $6.23K
1.35K $301K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
584
+ 3.58%
$61.68 - $67.87 $36K - $39.6K
16.9K $1.05M
SOXX
Ishares Semiconductor ETF

ETFs
334
+ 13.5%
$211.27 - $239.8 $70.6K - $80.1K
2.81K $605K
ADBE
Adobe Inc.

Technology
194
+ 27.06%
$437.39 - $552.96 $84.9K - $107K
911 $405K
OKE
Oneok Inc

Energy
71
+ 2.88%
$92.28 - $117.05 $6.55K - $8.31K
2.54K $255K
IWY
Ishares Tr Russell 200 Growth

ETFs
21
+ 1.52%
$216.72 - $244.71 $4.55K - $5.14K
1.4K $329K
FMAG
Fidelity Covington Tr

ETFs
658
+ 4.67%
$30.3 - $32.46 $19.9K - $21.4K
14.8K $456K
XLV
Select Sector Spdr Fund Health

ETFs
584
+ 16.88%
$136.28 - $154.74 $79.6K - $90.4K
4.04K $556K
PFE
Pfizer Inc

Healthcare
1.99K
+ 15.58%
$24.8 - $30.19 $49.3K - $60K
14.8K $391K
XLI
Industrial Sector Spdr

ETFs
215
+ 9.94%
$131.76 - $143.99 $28.3K - $31K
2.38K $313K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
3.98K
+ 19.19%
$14.59 - $16.93 $58.1K - $67.4K
24.7K $369K
ROK
Rockwell Automation, Inc

Industrials
2
+ 0.18%
$264.65 - $302.92 $529 - $606
1.12K $319K
EFG
Msci Eafe Growth ETF

ETFs
11.9K
+ 11.36%
$96.83 - $106.88 $1.15M - $1.27M
117K $11.3M
DE
Deere & CO

Industrials
12
+ 0.67%
$389.45 - $466.0 $4.67K - $5.59K
1.82K $769K
AIQ
Global X Funds Global X Artifi

ETFs
100
+ 1.36%
$36.57 - $40.57 $3.66K - $4.06K
7.47K $288K
MO
Altria Group, Inc.

Consumer Defensive
118
+ 2.01%
$49.06 - $57.74 $5.79K - $6.81K
6K $313K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.03K
+ 12.11%
$58.88 - $64.8 $60.8K - $66.9K
9.55K $562K
URI
United Rentals, Inc.

Industrials
66
+ 18.97%
$704.44 - $880.32 $46.5K - $58.1K
414 $291K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
183
+ 10.94%
$131.66 - $144.0 $24.1K - $26.4K
1.86K $245K
PMF
Pimco Municipal Income Fund

Financial Services
4.11K
+ 18.85%
$8.88 - $10.38 $36.5K - $42.7K
25.9K $232K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.85K
+ 200.0%
$22.01 - $66.82 $151K - $458K
10.3K $233K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
180
+ 4.53%
$80.93 - $85.66 $14.6K - $15.4K
4.15K $335K
Ge Vernova Inc
810
New
N/A
810 $0
HYGW
Ishares Tr High Yield Corporat
9.92K
New
N/A
9.92K $0
ILCG
Ishares Morningstar Growth ETF
154
+ 5.6%
N/A
2.9K $0
Bluebird Bio Inc
37.6K
New
N/A
37.6K $0
FSCO
Fs Cr Opportunities Corp Com
510
+ 1.99%
N/A
26.1K $0
Concentra Group Holdings Par
12.1K
New
N/A
12.1K $0
Luminar Technologies Inc
19.8K
New
N/A
19.8K $0
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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