Summit X, LLC Incresed Positions in Q2 2025

Summit X, LLC

  • $515 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VONG
Vanguard Russell 1000 Growth E

ETFs
145K
+ 80.29%
$82.51 - $109.2 $12M - $15.9M
326K $35.6M
AVEM
American Centy ETF Tr Avantis

ETFs
70K
+ 79.46%
$53.08 - $68.54 $3.72M - $4.8M
158K $10.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
64.9K
+ 20.07%
$43.53 - $54.46 $2.83M - $3.54M
388K $21.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
113K
+ 55.89%
$44.68 - $45.96 $5.07M - $5.22M
317K $14.5M
IYW
Ishares Dj Us Tech ETF

ETFs
19.8K
+ 46.16%
$122.57 - $173.27 $2.42M - $3.43M
62.6K $10.8M
EFV
Msci Eafe Value ETF

ETFs
55.6K
+ 30.61%
$52.4 - $64.65 $2.91M - $3.6M
237K $15.1M
WMT
Walmart Inc.

Consumer Defensive
31K
+ 99.1%
$81.79 - $99.98 $2.53M - $3.1M
62.2K $6.09M
UNH
Unitedhealth Group Inc

Healthcare
12.2K
+ 427.97%
$274.35 - $599.47 $3.35M - $7.31M
15K $4.69M
BND
Vanguard Bd Index Fd Inc Total

ETFs
41.6K
+ 91.06%
$72.02 - $73.82 $3M - $3.07M
87.4K $6.43M
V
Visa Inc.

Financial Services
8.45K
+ 97.31%
$308.27 - $373.31 $2.61M - $3.15M
17.1K $6.08M
MSFT
Microsoft Corp

Technology
400
+ 1.85%
$354.56 - $497.45 $142K - $199K
22K $11M
UPS
United Parcel Service Inc

Industrials
23.9K
+ 121.68%
$91.92 - $110.2 $2.2M - $2.64M
43.6K $4.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.76K
+ 1.35%
$53.65 - $67.02 $202K - $252K
283K $18.9M
BA
Boeing CO

Industrials
8.9K
+ 298.92%
$136.59 - $217.51 $1.22M - $1.93M
11.9K $2.49M
AEE
Ameren Corp

Utilities
19.7K
+ 92.97%
$94.23 - $101.68 $1.85M - $2M
40.8K $3.92M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.75K
+ 110.3%
$483.48 - $539.8 $1.81M - $2.02M
7.14K $3.47M
QUAL
Ishares Msci Usa Quality Facto

ETFs
801
+ 0.73%
$152.42 - $182.82 $122K - $146K
110K $20.2M
MGC
Vanguard Mega Cap ETF

ETFs
5.3K
+ 529.8%
$179.23 - $224.92 $950K - $1.19M
6.3K $1.42M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.93K
+ 109.16%
$456.74 - $568.03 $882K - $1.1M
3.7K $2.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
955
+ 13.86%
$416.06 - $551.64 $397K - $527K
7.85K $4.33M
TLT
Ishares Barclays 20+ Year Trea

ETFs
13.4K
+ 29.19%
$83.97 - $92.85 $1.13M - $1.25M
59.4K $5.24M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
11.4K
+ 85.71%
$91.43 - $91.74 $1.04M - $1.05M
24.7K $2.27M
AVGO
Broadcom Inc.

Technology
360
+ 4.18%
$146.29 - $275.65 $52.7K - $99.2K
8.98K $2.47M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.81K
+ 184.81%
$179.95 - $278.88 $506K - $784K
4.33K $1.21M
AMZN
Amazon Com Inc

Consumer Cyclical
230
+ 0.91%
$167.32 - $223.3 $38.5K - $51.4K
25.6K $5.62M
URI
United Rentals, Inc.

Industrials
897
+ 150.25%
$551.94 - $753.4 $495K - $676K
1.49K $1.13M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.55K
+ 100.0%
$55.54 - $69.09 $530K - $660K
19.1K $1.32M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.75K
+ 140.0%
$273.67 - $366.17 $479K - $641K
3K $1.1M
META
Meta Platforms, Inc.

Communication Services
289
+ 9.45%
$484.66 - $738.09 $140K - $213K
3.35K $2.47M
WFC
Wells Fargo & Company

Financial Services
7.65K
+ 138.42%
$60.98 - $80.12 $467K - $613K
13.2K $1.06M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.55K
+ 15.13%
$97.29 - $105.63 $637K - $692K
49.9K $5.07M
CI
Cigna Corp

Healthcare
1.66K
+ 77.48%
$301.89 - $340.04 $500K - $563K
3.79K $1.25M
PSTG
Pure Storage, Inc.

Technology
3.5K
+ 14.87%
$37.18 - $57.58 $130K - $201K
27K $1.55M
UNP
Union Pacific Corp

Industrials
2.12K
+ 95.24%
$208.27 - $238.46 $441K - $505K
4.34K $999K
FNDF
Schwab Fundamental Intl Large

ETFs
11.2K
+ 169.04%
$32.25 - $40.02 $360K - $447K
17.8K $711K
VEA
Vanguard Ftse Developed Market

ETFs
6.72K
+ 110.28%
$45.65 - $57.01 $307K - $383K
12.8K $730K
NFLX
Netflix Inc

Communication Services
74
+ 10.22%
$855.86 - $1339.13 $63.3K - $99.1K
798 $1.07M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
81
+ 0.78%
$139.8 - $197.22 $11.3K - $16K
10.5K $2.08M
USB
Us Bancorp \De\

Financial Services
8.02K
+ 113.11%
$36.4 - $45.76 $292K - $367K
15.1K $683K
VUG
Vanguard Growth ETF

ETFs
738
+ 94.86%
$329.49 - $438.4 $243K - $324K
1.52K $664K
VBR
Vanguard Small Cap Value ETF

ETFs
1.82K
+ 100.0%
$162.76 - $195.77 $297K - $357K
3.65K $711K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.15K
+ 100.0%
$71.28 - $83.74 $296K - $348K
8.3K $695K
VTI
Vanguard Total Stock Market Et

ETFs
1.03K
+ 64.46%
$243.75 - $303.93 $252K - $314K
2.64K $801K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.32K
+ 103.57%
$114.78 - $133.31 $266K - $309K
4.56K $607K
C
Citigroup Inc

Financial Services
690
+ 3.87%
$58.13 - $85.12 $40.1K - $58.7K
18.5K $1.58M
VGT
Vanguard Information Technolog

ETFs
377
+ 100.0%
$470.37 - $663.28 $177K - $250K
754 $500K
TSLA
Tesla, Inc.

Consumer Cyclical
52
+ 1.14%
$221.86 - $362.89 $11.5K - $18.9K
4.61K $1.46M
ITOT
Ishares Core S&P Total U.S. St

ETFs
594
+ 3.91%
$108.12 - $135.04 $64.2K - $80.2K
15.8K $2.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
98
+ 2.95%
$496.48 - $617.85 $48.7K - $60.5K
3.42K $2.11M
Activity Summary
Buys All Purchases 151 New Holdings 30 Increased Positions 121 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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