Summit X, LLC Incresed Positions in Q2 2025

Summit X, LLC

  • $515 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
793
+ 100.0%
$228.54 - $279.83 $181K - $222K
1.59K $443K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
338
+ 13.96%
$141.37 - $228.57 $47.8K - $77.3K
2.76K $624K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
360
+ 2.82%
$108.06 - $135.3 $38.9K - $48.7K
13.1K $1.78M
TMUS
T Mobile Us, Inc.

Communication Services
1K
+ 92.11%
$220.99 - $268.54 $222K - $270K
2.09K $498K
IEFA
Ishares Tr

ETFs
518
+ 2.49%
$67.83 - $84.09 $35.1K - $43.6K
21.3K $1.78M
IVW
Ishares S&P 500 Growth ETF

ETFs
131
+ 1.21%
$82.96 - $110.1 $10.9K - $14.4K
10.9K $1.2M
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
2.04K
+ 83.58%
$86.9 - $101.84 $177K - $207K
4.47K $441K
MU
Micron Technology Inc

Technology
862
+ 36.22%
$64.72 - $127.91 $55.8K - $110K
3.24K $399K
XLF
Financial Sector Spdr

ETFs
3.07K
+ 34.75%
$43.92 - $52.37 $135K - $161K
11.9K $623K
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.17K
+ 2.85%
$24.94 - $31.15 $29.3K - $36.5K
42.4K $1.32M
BX
Blackstone Inc.

Financial Services
1.01K
+ 66.73%
$120.07 - $151.11 $121K - $152K
2.52K $376K
UEC
Uranium Energy Corp

Energy
13.8K
+ 54.87%
$4.0 - $7.05 $55.1K - $97.2K
38.9K $264K
FCNCA
First Citizens Bancshares Inc

Financial Services
12
+ 1.08%
$1561.69 - $1966.55 $18.7K - $23.6K
1.13K $2.21M
CAH
Cardinal Health Inc

Healthcare
135
+ 3.91%
$125.0 - $168.0 $16.9K - $22.7K
3.59K $602K
HWM
Howmet Aerospace Inc.

Industrials
184
+ 11.33%
$112.33 - $186.13 $20.7K - $34.2K
1.81K $336K
GE
General Electric CO

Industrials
74
+ 3.93%
$166.81 - $257.39 $12.3K - $19K
1.96K $503K
XLK
Technology Sector Spdr

ETFs
21
+ 0.97%
$179.73 - $253.23 $3.77K - $5.32K
2.19K $555K
CAT
Caterpillar Inc

Industrials
106
+ 10.34%
$273.94 - $388.21 $29K - $41.2K
1.13K $439K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
116
+ 6.59%
$376.48 - $440.65 $43.7K - $51.1K
1.88K $827K
ROK
Rockwell Automation, Inc

Industrials
7
+ 0.63%
$218.97 - $332.17 $1.53K - $2.33K
1.12K $373K
DE
Deere & CO

Industrials
16
+ 0.88%
$412.99 - $531.48 $6.61K - $8.5K
1.83K $930K
AIQ
Global X Funds Global X Artifi

ETFs
550
+ 7.17%
$31.5 - $43.69 $17.3K - $24K
8.22K $359K
CSX
Csx Corp

Industrials
1.56K
+ 22.46%
$26.69 - $32.91 $41.5K - $51.2K
8.48K $276K
COST
Costco Wholesale Corp

Consumer Defensive
46
+ 8.93%
$908.13 - $1056.85 $41.8K - $48.6K
561 $555K
LHX
L3 Harris Technologies, Inc.

Industrials
52
+ 4.51%
$200.21 - $256.99 $10.4K - $13.4K
1.21K $302K
SANA
Sana Biotechnology, Inc.

Healthcare
6.67K
+ 18.51%
$1.34 - $2.97 $8.93K - $19.8K
42.7K $116K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
976
+ 4.59%
$46.39 - $47.84 $45.3K - $46.7K
22.3K $1.06M
IVE
Ishares S&P 500 Value ETF

ETFs
184
+ 6.01%
$168.34 - $195.42 $31K - $36K
3.25K $634K
GLW
Corning Inc

Technology
309
+ 7.05%
$39.07 - $52.59 $12.1K - $16.3K
4.69K $246K
SSNC
Ss&C Technologies Holdings Inc

Technology
565
+ 14.38%
$71.96 - $83.42 $40.7K - $47.1K
4.49K $372K
SPYG
Spdr Portfolio

ETFs
17
+ 0.6%
$71.83 - $95.32 $1.22K - $1.62K
2.84K $271K
CSCO
Cisco Systems, Inc.

Technology
89
+ 1.87%
$53.19 - $69.38 $4.73K - $6.17K
4.85K $336K
MPC
Marathon Petroleum Corp

Energy
81
+ 5.79%
$118.55 - $170.08 $9.6K - $13.8K
1.48K $246K
XLI
Industrial Sector Spdr

ETFs
2
+ 0.08%
$116.42 - $147.52 $233 - $295
2.46K $362K
IWD
Ishares Russell 1000 Val ETF

ETFs
6
+ 0.1%
$166.82 - $194.23 $1K - $1.17K
6.12K $1.19M
T
At&T Inc.

Communication Services
1.02K
+ 12.21%
$26.33 - $28.94 $26.8K - $29.5K
9.37K $271K
EEMV
Ishares Msci Emerging Markets

ETFs
209
+ 4.57%
$54.12 - $62.8 $11.3K - $13.1K
4.78K $300K
ABT
Abbott Laboratories

Healthcare
208
+ 11.49%
$123.95 - $138.08 $25.8K - $28.7K
2.02K $274K
ICE
Intercontinental Exchange, Inc.

Financial Services
75
+ 4.48%
$151.62 - $183.47 $11.4K - $13.8K
1.75K $321K
CVS
Cvs Health Corp

Healthcare
411
+ 12.04%
$60.04 - $70.18 $24.7K - $28.8K
3.83K $263K
CMCSA
Comcast Corp

Communication Services
1.17K
+ 13.84%
$32.84 - $36.72 $38.3K - $42.8K
9.58K $341K
SHEL
Shell PLC

Energy
665
+ 11.72%
$59.75 - $73.05 $39.7K - $48.6K
6.34K $446K
ENB
Enbridge Inc

Energy
81
+ 0.31%
$41.09 - $47.16 $3.33K - $3.82K
26.1K $1.18M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
39
+ 1.3%
$73.0 - $85.5 $2.85K - $3.33K
3.04K $255K
MRK
Merck & Co., Inc.

Healthcare
644
+ 21.5%
$73.47 - $87.12 $47.3K - $56.1K
3.64K $288K
LMT
Lockheed Martin Corp

Industrials
23
+ 3.97%
$430.82 - $486.45 $9.91K - $11.2K
602 $278K
SLV
I Shares Silver Trust

ETFs
34
+ 0.49%
$27.08 - $33.74 $921 - $1.15K
7.04K $231K
NEE
Nextera Energy Inc

Utilities
301
+ 7.04%
$64.11 - $75.0 $19.3K - $22.6K
4.58K $317K
IEMG
Ishares Inc

ETFs
108
+ 0.63%
N/A
17.3K $930K
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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