Summit X, LLC Reduced Holdings in Q2 2025

Summit X, LLC

  • $515 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
-311
- 1.4%
$68.37 - $73.9 $21.3K - $23K
21.9K $1.55M
SEM
Select Medical Holdings Corp

Healthcare
-873
- 6.39%
$14.26 - $18.41 $12.4K - $16.1K
12.8K $194K
GILD
Gilead Sciences, Inc.

Healthcare
-55
- 0.26%
$96.91 - $113.0 $5.33K - $6.22K
21.5K $2.38M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-733
- 6.15%
$90.56 - $109.49 $66.4K - $80.3K
11.2K $1.22M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-972
- 3.07%
$22.54 - $23.17 $21.9K - $22.5K
30.7K $704K
LOW
Lowes Companies Inc

Consumer Cyclical
-1
- 0.06%
$210.83 - $235.28 $211 - $235
1.62K $358K
DGRO
Ishares Core Dividend Growth E

ETFs
-469
- 5.34%
$55.22 - $63.94 $25.9K - $30K
8.32K $531K
F
Ford Motor CO

Consumer Cyclical
-2.19K
- 10.15%
$8.69 - $10.85 $19K - $23.8K
19.4K $210K
XLB
Select Sector Spdr Fd Material

ETFs
-140
- 4.16%
$74.27 - $88.92 $10.4K - $12.4K
3.23K $283K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.19K
- 10.77%
$45.98 - $56.15 $147K - $179K
26.4K $1.48M
AVIG
American Centy ETF Tr Avantis

ETFs
-294
- 0.71%
$40.41 - $41.62 $11.9K - $12.2K
40.9K $1.7M
Concentra Group Holdings Par
-499
- 4.54%
N/A
10.5K $0
Nuveen Global High Income Fd
-90.6K
- 62.55%
N/A
54.2K $0
TRFK
Pacer Fds Tr
-6.19K
- 50.0%
N/A
6.19K $0
Diversified Energy Company P
-298
- 2.88%
N/A
10K $0
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-61
- 0.98%
$40.82 - $43.14 $2.49K - $2.63K
6.15K $265K
QCOM
Qualcomm Inc

Technology
-4
- 0.25%
$124.66 - $159.48 $499 - $638
1.61K $255K
IXUS
Ishares Tr

ETFs
-776
- 7.81%
$62.37 - $77.63 $48.4K - $60.2K
9.16K $707K
IYJ
Ishares Tr

ETFs
-68
- 3.57%
$115.07 - $142.31 $7.82K - $9.68K
1.84K $261K
BROS
Dutch Bros Inc.

Consumer Cyclical
-496
- 5.93%
$51.37 - $73.72 $25.5K - $36.6K
7.87K $538K
AVUV
American Centy ETF Tr Avantis

ETFs
-526
- 2.83%
$75.17 - $91.21 $39.5K - $48K
18K $1.64M
XLY
Select Sector Spdr Consumer Di

ETFs
-8
- 0.57%
$176.34 - $218.59 $1.41K - $1.75K
1.39K $301K
IYC
Ishares U.S. Consumer Discreti

ETFs
-185
- 3.7%
$79.19 - $99.64 $14.7K - $18.4K
4.82K $480K
IGV
Ishares Expanded Tech Software

ETFs
-122
- 4.79%
$80.15 - $109.5 $9.78K - $13.4K
2.42K $265K
IXN
Ishares Global Information Tec

ETFs
-217
- 6.18%
$65.81 - $92.34 $14.3K - $20K
3.3K $304K
IWY
Ishares Tr Russell 200 Growth

ETFs
-30
- 2.28%
$187.5 - $246.51 $5.63K - $7.4K
1.29K $317K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-336
- 2.0%
$51.16 - $62.02 $17.2K - $20.8K
16.4K $1.02M
GOOG
Alphabet Inc.

Communication Services
-1.08K
- 9.3%
$146.58 - $180.01 $158K - $194K
10.5K $1.87M
MA
Mastercard Inc

Financial Services
-122
- 1.3%
$479.92 - $590.74 $58.6K - $72.1K
9.26K $5.21M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-25
- 0.77%
$60.61 - $87.72 $1.52K - $2.19K
3.22K $272K
SOXX
Ishares Semiconductor ETF

ETFs
-42
- 1.46%
$154.86 - $239.07 $6.5K - $10K
2.83K $675K
JPM
Jpmorgan Chase & CO

Financial Services
-240
- 5.07%
$210.28 - $289.91 $50.5K - $69.6K
4.5K $1.3M
DAL
Delta Air Lines, Inc.

Industrials
-2
- 0.01%
$35.88 - $52.99 $71.8 - $106
26.1K $1.28M
AMD
Advanced Micro Devices Inc

Technology
-186
- 3.75%
$78.21 - $143.81 $14.5K - $26.7K
4.78K $677K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3
- 0.09%
$320.42 - $424.58 $961 - $1.27K
3.29K $1.4M
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
-14.1K
- 5.56%
$0.51 - $1.64 $7.19K - $23.1K
239K $392K
RTX
Raytheon Technologies Corp

Industrials
-353
- 1.35%
$113.75 - $148.48 $40.2K - $52.4K
25.9K $3.77M
EMR
Emerson Electric CO

Industrials
-375
- 2.41%
$94.15 - $133.33 $35.3K - $50K
15.2K $2.03M
DIS
Walt Disney CO

Communication Services
-148
- 1.09%
$81.72 - $124.01 $12.1K - $18.4K
13.5K $1.67M
AVUS
American Centy ETF Tr Avantis

ETFs
-453
- 0.71%
$81.38 - $100.82 $36.9K - $45.7K
62.9K $6.34M
GOOGL
Alphabet Inc.

Communication Services
-162
- 0.6%
$144.7 - $178.6 $23.4K - $28.9K
26.7K $4.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
-453
- 7.33%
$321.63 - $509.31 $146K - $231K
5.73K $2.92M
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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