Summit X, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $423 Million distributed in 212 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $36.2M, Apple Inc. with a value of $26.6M, Vanguard Russell 1000 Growth E with a value of $20.2M, Ishares Msci Usa Quality Facto with a value of $17.3M, and Blackrock ETF Tr U S Equity Fa with a value of $16.7M.
Examining the 13F form we can see an decrease of $15.2M in the current position value, from $438M to 423M.
Summit X, LLC is based out at Chesterfield, MO
Below you can find more details about Summit X, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$423 Million
ETFs: $243 Million
Technology: $56.2 Million
Healthcare: $22.5 Million
Financial Services: $21.7 Million
Consumer Cyclical: $20.6 Million
Industrials: $15.6 Million
Consumer Defensive: $12.8 Million
Communication Services: $11.1 Million
Other: $8.55 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
