Summit X, LLC Incresed Positions in Q4 2024

Summit X, LLC

  • $437 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SOXX
Ishares Semiconductor ETF

ETFs
334
+ 13.5%
$211.27 - $239.8 $70.6K - $80.1K
2.81K $605K
ADBE
Adobe Inc.

Technology
194
+ 27.06%
$437.39 - $552.96 $84.9K - $107K
911 $405K
OKE
Oneok Inc

Energy
71
+ 2.88%
$92.28 - $117.05 $6.55K - $8.31K
2.54K $255K
IWY
Ishares Tr Russell 200 Growth

ETFs
21
+ 1.52%
$216.72 - $244.71 $4.55K - $5.14K
1.4K $329K
FMAG
Fidelity Covington Tr

ETFs
658
+ 4.67%
$30.3 - $32.46 $19.9K - $21.4K
14.8K $456K
XLV
Select Sector Spdr Fund Health

ETFs
584
+ 16.88%
$136.28 - $154.74 $79.6K - $90.4K
4.04K $556K
PFE
Pfizer Inc

Healthcare
1.99K
+ 15.58%
$24.8 - $30.19 $49.3K - $60K
14.8K $391K
XLI
Industrial Sector Spdr

ETFs
215
+ 9.94%
$131.76 - $143.99 $28.3K - $31K
2.38K $313K
ROK
Rockwell Automation, Inc

Industrials
2
+ 0.18%
$264.65 - $302.92 $529 - $606
1.12K $319K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
3.98K
+ 19.19%
$14.59 - $16.93 $58.1K - $67.4K
24.7K $369K
DE
Deere & CO

Industrials
12
+ 0.67%
$389.45 - $466.0 $4.67K - $5.59K
1.82K $769K
AIQ
Global X Funds Global X Artifi

ETFs
100
+ 1.36%
$36.57 - $40.57 $3.66K - $4.06K
7.47K $288K
MO
Altria Group, Inc.

Consumer Defensive
118
+ 2.01%
$49.06 - $57.74 $5.79K - $6.81K
6K $313K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.03K
+ 12.11%
$58.88 - $64.8 $60.8K - $66.9K
9.55K $562K
URI
United Rentals, Inc.

Industrials
66
+ 18.97%
$704.44 - $880.32 $46.5K - $58.1K
414 $291K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
183
+ 10.94%
$131.66 - $144.0 $24.1K - $26.4K
1.86K $245K
PMF
Pimco Municipal Income Fund

Financial Services
4.11K
+ 18.85%
$8.88 - $10.38 $36.5K - $42.7K
25.9K $232K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.85K
+ 200.0%
$22.01 - $66.82 $151K - $458K
10.3K $233K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
180
+ 4.53%
$80.93 - $85.66 $14.6K - $15.4K
4.15K $335K
FSCO
Fs Cr Opportunities Corp Com
510
+ 1.99%
N/A
26.1K $0
TRFK
Pacer Fds Tr
738
+ 14.69%
N/A
5.76K $0
ILCG
Ishares Morningstar Growth ETF
154
+ 5.6%
N/A
2.9K $0
Blackrock ETF Trust Ii
47K
+ 50.2%
N/A
141K $0
LOW
Lowes Companies Inc

Consumer Cyclical
127
+ 8.51%
$244.52 - $284.07 $31.1K - $36.1K
1.62K $399K
BP
Bp PLC

Energy
251
+ 2.83%
$28.16 - $33.14 $7.07K - $8.32K
9.12K $269K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
3.32K
+ 6.18%
$10.7 - $11.74 $35.5K - $39K
57K $616K
CSX
Csx Corp

Industrials
94
+ 1.37%
$31.58 - $36.88 $2.97K - $3.47K
6.93K $223K
QCOM
Qualcomm Inc

Technology
51
+ 3.14%
$150.4 - $178.04 $7.67K - $9.08K
1.68K $257K
IWD
Ishares Russell 1000 Val ETF

ETFs
48
+ 0.8%
$183.23 - $199.79 $8.8K - $9.59K
6.02K $1.11M
EEMV
Ishares Msci Emerging Markets

ETFs
12
+ 0.26%
$57.85 - $63.11 $694 - $757
4.71K $272K
MRK
Merck & Co., Inc.

Healthcare
82
+ 2.59%
$96.31 - $114.76 $7.9K - $9.41K
3.24K $322K
GE
General Electric CO

Industrials
10
+ 0.53%
$159.95 - $194.23 $1.6K - $1.94K
1.89K $315K
WY
Weyerhaeuser CO

Real Estate
1
+ 0.01%
$27.21 - $33.7 $27.2 - $33.7
7.13K $200K
NEE
Nextera Energy Inc

Utilities
19
+ 0.45%
$69.77 - $85.43 $1.33K - $1.62K
4.27K $306K
IXUS
Ishares Tr

ETFs
10
+ 0.1%
$65.95 - $72.56 $660 - $726
9.78K $646K
XOM
Exxon Mobil Corp

Energy
1.31K
+ 6.14%
$105.51 - $125.37 $138K - $164K
22.6K $2.44M
JNJ
Johnson & Johnson

Healthcare
87
+ 1.72%
$143.34 - $165.86 $12.5K - $14.4K
5.15K $745K
KMB
Kimberly Clark Corp

Consumer Defensive
137
+ 1.64%
$130.37 - $146.09 $17.9K - $20K
8.49K $1.11M
ELV
Elevance Health, Inc.

Healthcare
51
+ 7.24%
$365.96 - $514.62 $18.7K - $26.2K
755 $278K
IEFA
Ishares Tr

ETFs
882
+ 4.4%
$70.06 - $77.43 $61.8K - $68.3K
21K $1.47M
PG
Procter & Gamble CO

Consumer Defensive
73
+ 0.26%
$161.05 - $179.7 $11.8K - $13.1K
27.9K $4.68M
KSS
Kohls Corp

Consumer Cyclical
1.84K
+ 6.96%
$13.86 - $20.95 $25.4K - $38.4K
28.2K $395K
AMD
Advanced Micro Devices Inc

Technology
516
+ 8.98%
$118.88 - $172.8 $61.3K - $89.2K
6.26K $756K
DOW
Dow Inc.

Basic Materials
257
+ 1.35%
$39.1 - $55.34 $10K - $14.2K
19.3K $775K
LLY
Eli Lilly & CO

Healthcare
80
+ 2.21%
$727.2 - $932.06 $58.2K - $74.6K
3.71K $2.86M
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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