Summit X, LLC Purchases in Q4 2024

Summit X, LLC

  • $437 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
47K
+ 50.2%
N/A
141K $0
TRFK
Pacer Fds Tr
738
+ 14.69%
N/A
5.76K $0
Blackrock ETF Trust
10.2K
New
N/A
10.2K $0
LOW
Lowes Companies Inc

Consumer Cyclical
127
+ 8.51%
$244.52 - $284.07 $31.1K - $36.1K
1.62K $399K
BP
Bp PLC

Energy
251
+ 2.83%
$28.16 - $33.14 $7.07K - $8.32K
9.12K $269K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
3.32K
+ 6.18%
$10.7 - $11.74 $35.5K - $39K
57K $616K
CSX
Csx Corp

Industrials
94
+ 1.37%
$31.58 - $36.88 $2.97K - $3.47K
6.93K $223K
IWD
Ishares Russell 1000 Val ETF

ETFs
48
+ 0.8%
$183.23 - $199.79 $8.8K - $9.59K
6.02K $1.11M
QCOM
Qualcomm Inc

Technology
51
+ 3.14%
$150.4 - $178.04 $7.67K - $9.08K
1.68K $257K
EEMV
Ishares Msci Emerging Markets

ETFs
12
+ 0.26%
$57.85 - $63.11 $694 - $757
4.71K $272K
GE
General Electric CO

Industrials
10
+ 0.53%
$159.95 - $194.23 $1.6K - $1.94K
1.89K $315K
WY
Weyerhaeuser CO

Real Estate
1
+ 0.01%
$27.21 - $33.7 $27.2 - $33.7
7.13K $200K
NEE
Nextera Energy Inc

Utilities
19
+ 0.45%
$69.77 - $85.43 $1.33K - $1.62K
4.27K $306K
IXUS
Ishares Tr

ETFs
10
+ 0.1%
$65.95 - $72.56 $660 - $726
9.78K $646K
XOM
Exxon Mobil Corp

Energy
1.31K
+ 6.14%
$105.51 - $125.37 $138K - $164K
22.6K $2.44M
JNJ
Johnson & Johnson

Healthcare
87
+ 1.72%
$143.34 - $165.86 $12.5K - $14.4K
5.15K $745K
KMB
Kimberly Clark Corp

Consumer Defensive
137
+ 1.64%
$130.37 - $146.09 $17.9K - $20K
8.49K $1.11M
ELV
Elevance Health, Inc.

Healthcare
51
+ 7.24%
$365.96 - $514.62 $18.7K - $26.2K
755 $278K
IEFA
Ishares Tr

ETFs
882
+ 4.4%
$70.06 - $77.43 $61.8K - $68.3K
21K $1.47M
PG
Procter & Gamble CO

Consumer Defensive
73
+ 0.26%
$161.05 - $179.7 $11.8K - $13.1K
27.9K $4.68M
KSS
Kohls Corp

Consumer Cyclical
1.84K
+ 6.96%
$13.86 - $20.95 $25.4K - $38.4K
28.2K $395K
AMD
Advanced Micro Devices Inc

Technology
516
+ 8.98%
$118.88 - $172.8 $61.3K - $89.2K
6.26K $756K
DOW
Dow Inc.

Basic Materials
257
+ 1.35%
$39.1 - $55.34 $10K - $14.2K
19.3K $775K
LLY
Eli Lilly & CO

Healthcare
80
+ 2.21%
$727.2 - $932.06 $58.2K - $74.6K
3.71K $2.86M
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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