Summit X, LLC Incresed Positions 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
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
84.9K
+ 148.83%
$10.81 - $11.29 $917K - $958K
142K $1.55M
UPS
United Parcel Service Inc

Industrials
9.51K
+ 93.52%
$109.66 - $136.26 $1.04M - $1.3M
19.7K $2.16M
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
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
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
7.64K
+ 55.98%
$46.18 - $47.84 $353K - $365K
21.3K $1.01M
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
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
OKE
Oneok Inc

Energy
2.42K
+ 95.12%
$89.57 - $109.85 $216K - $265K
4.96K $491K
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
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
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
USMV
Ishares Msci Usa Min Vol Facto

ETFs
451
+ 3.64%
$87.68 - $94.52 $39.5K - $42.6K
12.8K $1.2M
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
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
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
UEC
Uranium Energy Corp

Energy
14.7K
+ 141.82%
$4.77 - $8.2 $70.3K - $121K
25.1K $120K
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
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