Summit X, LLC Incresed Positions in Q4 2024

Summit X, LLC

  • $437 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
138K
+ 179.49%
$51.78 - $57.15 $7.16M - $7.9M
215K $11.3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
20.7K
+ 1416.58%
$201.32 - $217.44 $4.16M - $4.5M
22.1K $4.58M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
76.9K
+ 45.17%
$41.17 - $43.34 $3.17M - $3.33M
247K $10.2M
DFUS
Dimensional ETF Tr U S Equity

ETFs
34.5K
+ 14.71%
$61.52 - $66.5 $2.12M - $2.3M
269K $17.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
6.71K
+ 939.64%
$275.15 - $388.2 $1.85M - $2.6M
7.42K $2.54M
NVDA
Nvidia Corp

Technology
4.63K
+ 3.5%
$117.0 - $148.88 $542K - $689K
137K $18.4M
AVGO
Broadcom Inc.

Technology
7.89K
+ 2767.37%
$159.67 - $250.0 $1.26M - $1.97M
8.17K $1.89M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
32.9K
+ 34.64%
$55.45 - $61.08 $1.82M - $2.01M
128K $7.09M
AMZN
Amazon Com Inc

Consumer Cyclical
2.5K
+ 11.37%
$180.88 - $232.93 $452K - $582K
24.5K $5.37M
AVUS
American Centy ETF Tr Avantis

ETFs
12.2K
+ 26.33%
$94.36 - $102.06 $1.16M - $1.25M
58.8K $5.69M
CVX
Chevron Corp

Energy
4.9K
+ 221.14%
$141.15 - $162.53 $691K - $796K
7.11K $1.03M
GOOGL
Alphabet Inc.

Communication Services
152
+ 0.54%
$161.86 - $196.66 $24.6K - $29.9K
28.5K $5.39M
ORCL
Oracle Corp

Technology
4.16K
+ 173.21%
$165.41 - $192.43 $688K - $800K
6.56K $1.09M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.5K
+ 270.67%
$91.29 - $91.8 $593K - $596K
8.9K $813K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
21.9K
+ 9.63%
$44.87 - $46.86 $983K - $1.03M
249K $11.2M
AVLV
American Centy ETF Tr Avantis
6.04K
+ 3.87%
$65.51 - $71.22 $395K - $430K
162K $10.8M
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
189K
+ 218.25%
$0.49 - $1.84 $92.5K - $348K
275K $462K
WMT
Walmart Inc.

Consumer Defensive
397
+ 1.2%
$79.1 - $95.7 $31.4K - $38K
33.4K $3.02M
V
Visa Inc.

Financial Services
37
+ 0.46%
$273.87 - $320.91 $10.1K - $11.9K
8.15K $2.58M
GOOG
Alphabet Inc.

Communication Services
148
+ 1.3%
$163.08 - $198.16 $24.1K - $29.3K
11.6K $2.2M
AVUV
American Centy ETF Tr Avantis

ETFs
2.18K
+ 14.93%
$94.37 - $106.41 $205K - $232K
16.8K $1.62M
BA
Boeing CO

Industrials
923
+ 42.24%
$138.14 - $180.72 $128K - $167K
3.11K $550K
MSFT
Microsoft Corp

Technology
860
+ 4.1%
$406.35 - $454.46 $349K - $391K
21.8K $9.2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
10.6K
+ 25.51%
$25.61 - $28.0 $272K - $297K
52.2K $1.35M
AVIG
American Centy ETF Tr Avantis

ETFs
5.84K
+ 17.23%
$40.48 - $42.48 $236K - $248K
39.7K $1.61M
JPM
Jpmorgan Chase & CO

Financial Services
155
+ 3.43%
$205.18 - $250.29 $31.8K - $38.8K
4.68K $1.12M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
310
+ 3.03%
$170.03 - $192.78 $52.7K - $59.8K
10.5K $1.95M
NFLX
Netflix Inc

Communication Services
38
+ 5.65%
$687.65 - $936.56 $26.1K - $35.6K
710 $632K
ITOT
Ishares Core S&P Total U.S. St

ETFs
872
+ 6.55%
$124.26 - $134.12 $108K - $117K
14.2K $1.82M
COST
Costco Wholesale Corp

Consumer Defensive
150
+ 31.98%
$873.59 - $994.69 $131K - $149K
619 $567K
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
WFC
Wells Fargo & Company

Financial Services
352
+ 9.76%
$54.98 - $77.35 $19.4K - $27.2K
3.96K $278K
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
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
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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