Summit X, LLC Reduced Holdings in Q1 2025

Summit X, LLC

  • $460 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
-51
- 8.1%
$423.19 - $506.29 $21.6K - $25.8K
579 $258K
BA
Boeing CO

Industrials
-132
- 4.25%
$148.15 - $186.25 $19.6K - $24.6K
2.98K $507K
IXN
Ishares Global Information Tec

ETFs
-126
- 3.46%
$75.73 - $88.4 $9.54K - $11.1K
3.51K $265K
VGT
Vanguard Information Technolog

ETFs
-20
- 5.04%
$542.38 - $646.34 $10.8K - $12.9K
377 $204K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.66K
- 4.99%
$22.25 - $23.0 $37K - $38.2K
31.6K $727K
SPYG
Spdr Portfolio

ETFs
-170
- 5.67%
$80.05 - $92.39 $13.6K - $15.7K
2.83K $227K
IYH
Ishares Tr

ETFs
-854
- 13.35%
$58.32 - $62.76 $49.8K - $53.6K
5.54K $337K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-736
- 10.59%
$42.38 - $43.28 $31.2K - $31.9K
6.21K $264K
MGC
Vanguard Mega Cap ETF

ETFs
-93
- 8.51%
$199.2 - $222.69 $18.5K - $20.7K
1K $201K
AMGN
Amgen Inc

Healthcare
-385
- 22.06%
$258.59 - $327.36 $99.6K - $126K
1.36K $423K
VBR
Vanguard Small Cap Value ETF

ETFs
-15
- 0.82%
$183.02 - $207.75 $2.75K - $3.12K
1.82K $339K
LOW
Lowes Companies Inc

Consumer Cyclical
-2
- 0.12%
$222.66 - $268.42 $445 - $537
1.62K $377K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-348
- 3.39%
$21.23 - $23.75 $7.39K - $8.27K
9.93K $213K
CSX
Csx Corp

Industrials
-9
- 0.13%
$29.11 - $33.67 $262 - $303
6.92K $203K
C
Citigroup Inc

Financial Services
-422
- 2.31%
$67.23 - $84.63 $28.4K - $35.7K
17.8K $1.27M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-242
- 0.88%
$49.69 - $50.76 $12K - $12.3K
27.3K $1.36M
QCOM
Qualcomm Inc

Technology
-67
- 4.0%
$151.94 - $175.86 $10.2K - $11.8K
1.61K $247K
GLW
Corning Inc

Technology
-4
- 0.09%
$44.91 - $54.25 $180 - $217
4.38K $200K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-157
- 3.77%
$95.85 - $99.25 $15K - $15.6K
4K $396K
EEMV
Ishares Msci Emerging Markets

ETFs
-135
- 2.87%
$57.07 - $59.29 $7.7K - $8K
4.57K $266K
MPC
Marathon Petroleum Corp

Energy
-90
- 6.04%
$134.72 - $159.03 $12.1K - $14.3K
1.4K $203K
T
At&T Inc.

Communication Services
-2.08K
- 19.92%
$21.56 - $28.28 $44.8K - $58.7K
8.35K $236K
Concentra Group Holdings Par
-1.14K
- 9.42%
N/A
11K $0
Bluebird Bio Inc
-12.6K
- 33.47%
N/A
25K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-7
- 0.31%
$126.11 - $135.06 $883 - $945
2.24K $288K
KMB
Kimberly Clark Corp

Consumer Defensive
-648
- 7.64%
$124.46 - $147.4 $80.7K - $95.5K
7.84K $1.11M
MA
Mastercard Inc

Financial Services
-370
- 3.79%
$504.67 - $576.31 $187K - $213K
9.39K $5.14M
SBUX
Starbucks Corp

Consumer Cyclical
-123
- 3.32%
$91.75 - $115.81 $11.3K - $14.2K
3.58K $350K
HDV
Ishares Core High Dividend ETF

ETFs
-1.28K
- 6.23%
$110.86 - $121.12 $142K - $155K
19.3K $2.33M
DUK
Duke Energy Corp

Utilities
-27
- 1.2%
$105.87 - $121.97 $2.86K - $3.29K
2.23K $272K
ENB
Enbridge Inc

Energy
-436
- 1.65%
$41.54 - $45.45 $18.1K - $19.8K
26K $1.15M
CVX
Chevron Corp

Energy
-729
- 10.25%
$146.71 - $167.97 $107K - $122K
6.38K $1.07M
MO
Altria Group, Inc.

Consumer Defensive
-48
- 0.8%
$50.81 - $60.02 $2.44K - $2.88K
5.95K $357K
PG
Procter & Gamble CO

Consumer Defensive
-174
- 0.62%
$158.56 - $176.26 $27.6K - $30.7K
27.7K $4.72M
BMY
Bristol Myers Squibb CO

Healthcare
-2.04K
- 5.16%
$53.9 - $63.11 $110K - $129K
37.5K $2.29M
CI
Cigna Corp

Healthcare
-220
- 9.34%
$274.49 - $329.0 $60.4K - $72.4K
2.14K $702K
GE
General Electric CO

Industrials
-6
- 0.32%
$168.59 - $212.13 $1.01K - $1.27K
1.88K $377K
DE
Deere & CO

Industrials
-2
- 0.11%
$408.57 - $509.27 $817 - $1.02K
1.81K $850K
IEFA
Ishares Tr

ETFs
-149
- 0.71%
$69.57 - $78.65 $10.4K - $11.7K
20.8K $1.57M
LLY
Eli Lilly & CO

Healthcare
-101
- 2.73%
$725.72 - $929.72 $73.3K - $93.9K
3.61K $2.98M
KO
Coca Cola CO

Consumer Defensive
-950
- 4.1%
$60.81 - $72.32 $57.8K - $68.7K
22.2K $1.59M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-63
- 1.82%
$442.66 - $534.52 $27.9K - $33.7K
3.4K $1.81M
GLD
Spdr Gold Trust

ETFs
-184
- 2.5%
$243.19 - $288.14 $44.7K - $53K
7.18K $2.07M
GILD
Gilead Sciences, Inc.

Healthcare
-901
- 4.01%
$89.14 - $117.41 $80.3K - $106K
21.6K $2.42M
RTX
Raytheon Technologies Corp

Industrials
-734
- 2.72%
$114.1 - $135.66 $83.7K - $99.6K
26.2K $3.47M
ABBV
Abb Vie Inc.

Healthcare
-813
- 4.66%
$169.2 - $216.66 $138K - $176K
16.6K $3.49M
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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