Summit X, LLC Incresed Positions in Q1 2025

Summit X, LLC

  • $460 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
14
+ 1.97%
$828.4 - $1058.6 $11.6K - $14.8K
724 $675K
JPM
Jpmorgan Chase & CO

Financial Services
58
+ 1.24%
$225.19 - $279.95 $13.1K - $16.2K
4.74K $1.16M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
786
+ 14.32%
$42.18 - $45.16 $33.2K - $35.5K
6.27K $277K
DGRO
Ishares Core Dividend Growth E

ETFs
558
+ 6.78%
$60.46 - $64.42 $33.7K - $35.9K
8.79K $542K
XLV
Select Sector Spdr Fund Health

ETFs
8
+ 0.2%
$137.61 - $149.68 $1.1K - $1.2K
4.05K $591K
IWD
Ishares Russell 1000 Val ETF

ETFs
90
+ 1.5%
$182.82 - $196.21 $16.5K - $17.7K
6.11K $1.15M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.01K
+ 7.12%
$120.29 - $134.6 $121K - $136K
15.2K $1.85M
UNP
Union Pacific Corp

Industrials
42
+ 1.92%
$225.21 - $254.42 $9.46K - $10.7K
2.23K $525K
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
100
+ 4.28%
$93.33 - $103.96 $9.33K - $10.4K
2.44K $243K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
75
+ 4.45%
$408.78 - $448.82 $30.7K - $33.7K
1.76K $739K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
77
+ 4.15%
$128.74 - $138.67 $9.91K - $10.7K
1.93K $262K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
112
+ 6.76%
$507.05 - $563.67 $56.8K - $63.1K
1.77K $909K
CMCSA
Comcast Corp

Communication Services
539
+ 6.84%
$33.19 - $38.23 $17.9K - $20.6K
8.42K $310K
META
Meta Platforms, Inc.

Communication Services
93
+ 3.14%
$576.36 - $736.67 $53.6K - $68.5K
3.06K $1.76M
XLI
Industrial Sector Spdr

ETFs
80
+ 3.36%
$128.78 - $141.67 $10.3K - $11.3K
2.46K $322K
WY
Weyerhaeuser CO

Real Estate
5
+ 0.07%
$27.29 - $31.39 $136 - $157
7.13K $208K
GPC
Genuine Parts CO

Consumer Cyclical
20
+ 1.07%
$115.91 - $129.02 $2.32K - $2.58K
1.88K $224K
ON
On Semiconductor Corp

Technology
3.73K
+ 57.04%
$40.69 - $64.51 $152K - $241K
10.3K $417K
AVUV
American Centy ETF Tr Avantis

ETFs
1.81K
+ 10.83%
$84.95 - $100.62 $154K - $183K
18.6K $1.62M
IVE
Ishares S&P 500 Value ETF

ETFs
9
+ 0.29%
$185.78 - $198.58 $1.67K - $1.79K
3.06K $583K
Nuveen Global High Income Fd
66.5K
+ 84.95%
N/A
145K $0
Mesoblast LTD
52.5K
+ 36.05%
N/A
198K $0
Luminar Technologies Inc
53.7K
+ 270.62%
N/A
73.5K $0
TRFK
Pacer Fds Tr
6.62K
+ 114.93%
N/A
12.4K $0
FSCO
Fs Cr Opportunities Corp Com
1.7K
+ 6.49%
N/A
27.8K $0
Blackrock ETF Trust Ii
3.1K
+ 2.2%
N/A
144K $0
Ge Vernova Inc
356
+ 43.95%
N/A
1.17K $0
HYGW
Ishares Tr High Yield Corporat
401
+ 4.04%
N/A
10.3K $0
Blackrock ETF Trust
174
+ 1.71%
N/A
10.4K $0
ILCG
Ishares Morningstar Growth ETF
80
+ 2.76%
N/A
2.98K $0
NEE
Nextera Energy Inc

Utilities
5
+ 0.12%
$66.96 - $76.16 $335 - $381
4.28K $303K
IWR
Ishares Russell Mid Cap ETF

ETFs
30
+ 1.18%
$82.81 - $92.93 $2.48K - $2.79K
2.58K $219K
AIQ
Global X Funds Global X Artifi

ETFs
200
+ 2.68%
$36.38 - $42.77 $7.28K - $8.55K
7.67K $279K
VTI
Vanguard Total Stock Market Et

ETFs
54
+ 3.48%
$271.18 - $303.12 $14.6K - $16.4K
1.6K $440K
FDRR
Fidelity Covington Tr Divid Et

ETFs
297
+ 1.55%
$49.65 - $53.98 $14.7K - $16K
19.5K $973K
CAT
Caterpillar Inc

Industrials
32
+ 3.22%
$326.75 - $407.63 $10.5K - $13K
1.03K $338K
XLY
Select Sector Spdr Consumer Di

ETFs
48
+ 3.57%
$192.6 - $233.2 $9.24K - $11.2K
1.39K $275K
HD
Home Depot, Inc.

Consumer Cyclical
39
+ 2.13%
$347.25 - $424.87 $13.5K - $16.6K
1.87K $686K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
20
+ 0.62%
$62.43 - $84.12 $1.25K - $1.68K
3.24K $211K
USB
Us Bancorp \De\

Financial Services
6
+ 0.08%
$40.92 - $50.9 $246 - $305
7.09K $299K
QQQ
Invesco Qqq Trust, Series 1

ETFs
491
+ 7.67%
$468.34 - $539.52 $230K - $265K
6.89K $3.23M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
20
+ 1.33%
$211.47 - $267.17 $4.23K - $5.34K
1.52K $321K
XLK
Technology Sector Spdr

ETFs
34
+ 1.59%
$206.38 - $242.18 $7.02K - $8.23K
2.17K $448K
QCRH
Qcr Holdings Inc

Financial Services
1
+ 0.02%
$71.32 - $81.55 $71.3 - $81.6
6.12K $436K
SOXX
Ishares Semiconductor ETF

ETFs
63
+ 2.24%
$188.17 - $235.81 $11.9K - $14.9K
2.87K $540K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
88
+ 0.4%
$196.12 - $229.48 $17.3K - $20.2K
22.2K $4.49M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
104
+ 0.88%
$102.49 - $119.96 $10.7K - $12.5K
11.9K $1.25M
DIS
Walt Disney CO

Communication Services
494
+ 3.76%
$96.87 - $114.0 $47.9K - $56.3K
13.6K $1.35M
DFUS
Dimensional ETF Tr U S Equity

ETFs
9.85K
+ 3.66%
$59.61 - $66.71 $587K - $657K
279K $16.9M
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
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