Summit X, LLC Reduced Holdings in Q3 2024

Summit X, LLC

  • $423 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVEM
American Centy ETF Tr Avantis

ETFs
-2.43K
- 18.97%
$57.2 - $65.59 $139K - $159K
10.4K $669K
LLY
Eli Lilly & CO

Healthcare
-31
- 0.85%
$772.14 - $960.02 $23.9K - $29.8K
3.63K $3.21M
FDX
Fedex Corp

Industrials
-248
- 23.13%
$254.64 - $313.52 $63.2K - $77.8K
824 $225K
UPS
United Parcel Service Inc

Industrials
-587
- 4.82%
$123.32 - $147.38 $72.4K - $86.5K
11.6K $1.58M
IEFA
Ishares Tr

ETFs
-2.63K
- 11.59%
$70.09 - $78.74 $184K - $207K
20.1K $1.57M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.26K
- 9.98%
$84.77 - $97.13 $107K - $122K
11.4K $1.09M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-4.4K
- 4.43%
$56.04 - $62.99 $247K - $277K
95K $5.8M
AVUV
American Centy ETF Tr Avantis

ETFs
-1.8K
- 11.0%
$88.24 - $99.7 $159K - $180K
14.6K $1.4M
KSS
Kohls Corp

Consumer Cyclical
-795
- 2.93%
$18.62 - $22.79 $14.8K - $18.1K
26.4K $555K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-260
- 3.88%
$434.77 - $502.96 $113K - $131K
6.45K $3.15M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-808
- 4.49%
$8.26 - $12.16 $6.67K - $9.83K
17.2K $153K
VGT
Vanguard Information Technolog

ETFs
-110
- 21.7%
$514.43 - $606.85 $56.6K - $66.8K
397 $232K
SOXX
Ishares Semiconductor ETF

ETFs
-82
- 3.21%
$199.29 - $265.49 $16.3K - $21.8K
2.47K $570K
COST
Costco Wholesale Corp

Consumer Defensive
-84
- 15.19%
$801.83 - $917.05 $67.4K - $77K
469 $415K
NEE
Nextera Energy Inc

Utilities
-1.59K
- 27.26%
$69.9 - $84.97 $111K - $135K
4.25K $359K
EMR
Emerson Electric CO

Industrials
-361
- 2.12%
$98.19 - $118.87 $35.4K - $42.9K
16.6K $1.82M
IVE
Ishares S&P 500 Value ETF

ETFs
-538
- 14.95%
$181.06 - $197.17 $97.4K - $106K
3.06K $603K
TMUS
T Mobile Us, Inc.

Communication Services
-501
- 29.63%
$175.14 - $206.36 $87.7K - $103K
1.19K $245K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.11K
- 5.02%
$162.64 - $179.3 $832K - $917K
96.7K $17.3M
CI
Cigna Corp

Healthcare
-259
- 9.81%
$319.12 - $367.1 $82.7K - $95.1K
2.38K $824K
MRK
Merck & Co., Inc.

Healthcare
-116
- 3.54%
$111.15 - $128.97 $12.9K - $15K
3.16K $358K
GPC
Genuine Parts CO

Consumer Cyclical
-335
- 15.24%
$131.04 - $147.11 $43.9K - $49.3K
1.86K $260K
PFE
Pfizer Inc

Healthcare
-2.02K
- 13.65%
$27.7 - $31.39 $55.9K - $63.3K
12.8K $369K
ADBE
Adobe Inc.

Technology
-29
- 3.89%
$508.13 - $586.55 $14.7K - $17K
717 $371K
IXUS
Ishares Tr

ETFs
-1.3K
- 11.74%
$64.9 - $73.35 $84.4K - $95.4K
9.77K $709K
KMB
Kimberly Clark Corp

Consumer Defensive
-459
- 5.21%
$135.05 - $148.35 $62K - $68.1K
8.35K $1.19M
DUK
Duke Energy Corp

Utilities
-642
- 21.57%
$99.35 - $117.71 $63.8K - $75.6K
2.34K $269K
T
At&T Inc.

Communication Services
-3.07K
- 22.0%
$18.21 - $22.28 $55.9K - $68.4K
10.9K $239K
NFLX
Netflix Inc

Communication Services
-72
- 9.68%
$598.55 - $722.26 $43.1K - $52K
672 $476K
MGC
Vanguard Mega Cap ETF

ETFs
-180
- 13.56%
$185.93 - $206.64 $33.5K - $37.2K
1.15K $237K
SEM
Select Medical Holdings Corp

Healthcare
-488
- 3.03%
$32.0 - $39.76 $15.6K - $19.4K
15.6K $543K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-8
- 0.63%
$211.47 - $281.27 $1.69K - $2.25K
1.25K $307K
CSX
Csx Corp

Industrials
-795
- 10.42%
$32.48 - $35.45 $25.8K - $28.2K
6.84K $236K
EMB
Ishares Tr

ETFs
-1.27K
- 6.48%
$87.75 - $93.74 $111K - $119K
18.3K $1.71M
FDRR
Fidelity Covington Tr Divid Et

ETFs
-1.89K
- 7.72%
$46.51 - $51.5 $87.8K - $97.2K
22.6K $1.16M
XLK
Technology Sector Spdr

ETFs
-76
- 3.38%
$197.34 - $237.68 $15K - $18.1K
2.18K $491K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-1.07K
- 6.78%
$46.5 - $49.42 $49.9K - $53K
14.7K $724K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-325
- 12.15%
$117.9 - $128.2 $38.3K - $41.7K
2.35K $301K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-572
- 7.92%
$100.75 - $111.62 $57.6K - $63.8K
6.65K $727K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-266
- 2.53%
$152.9 - $180.39 $40.7K - $48K
10.2K $1.79M
RGA
Reinsurance Group Of America Inc

Financial Services
-267
- 7.6%
$192.62 - $225.79 $51.4K - $60.3K
3.24K $706K
AEE
Ameren Corp

Utilities
-5.03K
- 19.26%
$70.45 - $87.46 $354K - $440K
21.1K $1.84M
TIP
Ishares Tr Tips Bd ETF

ETFs
-832
- 3.86%
$105.92 - $110.83 $88.1K - $92.2K
20.7K $2.29M
FCNCA
First Citizens Bancshares Inc

Financial Services
-114
- 8.89%
$1685.92 - $2128.51 $192K - $243K
1.17K $2.15M
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
-1K
- 1.14%
$0.53 - $0.99 $530 - $990
86.5K $71K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-410
- 8.22%
$44.83 - $47.42 $18.4K - $19.4K
4.58K $215K
META
Meta Platforms, Inc.

Communication Services
-424
- 12.42%
$453.41 - $572.44 $192K - $243K
2.99K $1.71M
SUB
Ishares Short Term National Mu

ETFs
-119
- 4.01%
$104.3 - $106.3 $12.4K - $12.6K
2.85K $302K
IWY
Ishares Tr Russell 200 Growth

ETFs
-66
- 4.56%
$194.66 - $225.97 $12.8K - $14.9K
1.38K $303K
Activity Summary
Buys All Purchases 15 New Holdings 3 Increased Positions 12 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 0 Puts 0
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