Summit X
Latest statistics and disclosures from Summit X's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, QUAL, DYNF, DFUS, and represent 26.26% of Summit X's stock portfolio.
- Added to shares of these 10 stocks: DYNF (+$15M), DFUS (+$14M), DFCF (+$9.6M), AVLV (+$8.0M), SPYG (+$6.4M), BINC, HEFA, EMXC, HDV, BMY.
- Started 28 new stock positions in HUM, XLRE, WY, DFCF, FSCO, BINC, VTI, MU, HEFA, DYNF.
- Reduced shares in these 10 stocks: IVV (-$31M), ESGU (-$5.7M), TFLO (-$5.7M), MGC, FBND, EFV, IEMG, FDLO, NVDA, LQD.
- Sold out of its positions in Agex Therapeutics, RNP, DXC, IXP, ICF, REZ, IGSB, VLUE, TFLO, Mesoblast Ltd-. SPYD.
- Summit X was a net buyer of stock by $15M.
- Summit X has $390M in assets under management (AUM), dropping by 11.02%.
- Central Index Key (CIK): 0001697729
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Portfolio Holdings for Summit X
Summit X holds 207 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 9.7 | $38M | -45% | 72k | 525.95 |
|
| Apple (AAPL) | 5.1 | $20M | -5% | 117k | 171.54 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.0 | $16M | +9% | 96k | 164.38 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 3.8 | $15M | NEW | 331k | 44.40 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 3.6 | $14M | NEW | 248k | 56.98 |
|
| NVIDIA Corporation (NVDA) | 3.0 | $12M | -11% | 13k | 904.96 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.8 | $11M | +135% | 152k | 73.15 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.6 | $10M | -22% | 226k | 45.31 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 2.5 | $9.6M | NEW | 229k | 41.95 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 2.4 | $9.4M | +569% | 147k | 64.26 |
|
| O'reilly Automotive (ORLY) | 2.2 | $8.7M | 7.7k | 1129.72 |
|
|
| Microsoft Corporation (MSFT) | 2.2 | $8.4M | 20k | 420.92 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 1.9 | $7.4M | -27% | 137k | 54.40 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.9 | $7.3M | -8% | 77k | 94.63 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.7 | $6.7M | -4% | 65k | 103.80 |
|
| Ishares Tr Mbs Etf (MBB) | 1.7 | $6.5M | -3% | 71k | 92.43 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 1.6 | $6.3M | -14% | 46k | 135.08 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.4 | $5.3M | +102% | 92k | 57.58 |
|
| Mastercard Incorporated Cl A (MA) | 1.3 | $4.9M | 10k | 482.05 |
|
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 1.2 | $4.8M | NEW | 91k | 52.46 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.2 | $4.7M | +5% | 65k | 72.65 |
|
| Procter & Gamble Company (PG) | 1.2 | $4.5M | 28k | 162.29 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $4.3M | +11% | 28k | 151.06 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 1.0 | $3.8M | NEW | 109k | 34.88 |
|
| Amazon (AMZN) | 1.0 | $3.8M | -4% | 21k | 180.48 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.8 | $3.2M | +14% | 36k | 89.50 |
|
| Abbvie (ABBV) | 0.8 | $3.1M | 17k | 182.16 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.8 | $3.0M | +230% | 27k | 110.16 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.7 | $2.8M | +22% | 65k | 42.96 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $2.7M | -6% | 3.4k | 784.92 |
|
| Walt Disney Company (DIS) | 0.7 | $2.6M | +20% | 22k | 122.41 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $2.6M | 5.9k | 444.48 |
|
|
| Raytheon Technologies Corp (RTX) | 0.7 | $2.6M | +45% | 27k | 97.55 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.6 | $2.4M | +4% | 56k | 43.37 |
|
| Visa Com Cl A (V) | 0.6 | $2.4M | 8.5k | 279.27 |
|
|
| CVS Caremark Corporation (CVS) | 0.6 | $2.3M | +5% | 29k | 79.77 |
|
| Doubleline Income Solutions (DSL) | 0.6 | $2.3M | 180k | 12.70 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.6 | $2.2M | +25% | 25k | 89.68 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.6 | $2.2M | +4% | 20k | 107.43 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $2.1M | +5% | 18k | 116.27 |
|
| Bristol Myers Squibb (BMY) | 0.5 | $2.0M | NEW | 38k | 54.23 |
|
| Wal-Mart Stores (WMT) | 0.5 | $2.0M | +214% | 33k | 60.18 |
|
| Emerson Electric (EMR) | 0.5 | $2.0M | 18k | 113.45 |
|
|
| Ishares Tr High Yld Systm B (HYDB) | 0.5 | $2.0M | 43k | 46.73 |
|
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.5 | $2.0M | +3% | 1.2k | 1640.05 |
|
| Ishares Core Msci Emkt (IEMG) | 0.5 | $1.8M | -58% | 35k | 51.61 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.5 | $1.8M | -76% | 15k | 114.98 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.7M | +4% | 5.9k | 282.13 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.4 | $1.6M | +2% | 11k | 156.03 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.6M | -34% | 22k | 74.24 |
|
| Gilead Sciences (GILD) | 0.4 | $1.6M | +7% | 22k | 73.26 |
|
| Costamare SHS (CMRE) | 0.4 | $1.6M | +8% | 139k | 11.35 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $1.5M | 13k | 115.41 |
|
|
| Canadian Natl Ry (CNI) | 0.4 | $1.5M | 11k | 131.71 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.5M | 3.5k | 420.31 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.5M | +6% | 7.2k | 205.75 |
|
| United Parcel Service CL B (UPS) | 0.4 | $1.5M | +8% | 9.9k | 148.65 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.5M | -3% | 9.6k | 152.28 |
|
| Meta Platforms Cl A (META) | 0.4 | $1.5M | +10% | 3.0k | 486.14 |
|
| Coca-Cola Company (KO) | 0.4 | $1.4M | +6% | 23k | 61.20 |
|
| Ameren Corporation (AEE) | 0.4 | $1.4M | 19k | 73.97 |
|
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.4 | $1.4M | +4% | 28k | 50.74 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.4 | $1.4M | +3% | 29k | 47.88 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.4M | +40% | 2.6k | 523.39 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.3M | +4% | 12k | 110.61 |
|
| Geron Corporation (GERN) | 0.3 | $1.3M | +5% | 382k | 3.30 |
|
| Tesla Motors (TSLA) | 0.3 | $1.2M | +25% | 6.8k | 175.87 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.2M | -7% | 3.5k | 337.34 |
|
| Citigroup Com New (C) | 0.3 | $1.2M | +15% | 19k | 63.24 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $1.2M | -55% | 11k | 108.94 |
|
| Dow (DOW) | 0.3 | $1.1M | +5% | 19k | 57.94 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $1.1M | -9% | 6.1k | 179.25 |
|
| Ford Motor Company (F) | 0.3 | $1.1M | -4% | 81k | 13.28 |
|
| UnitedHealth (UNH) | 0.3 | $1.1M | -4% | 2.2k | 495.47 |
|
| Kkr Income Opportunities (KIO) | 0.3 | $1.1M | -21% | 79k | 13.54 |
|
| Nuveen Global High Income SHS (JGH) | 0.3 | $1.1M | 83k | 12.78 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $1.1M | -2% | 13k | 83.60 |
|
| Fidelity Covington Trust Divid Etf Risi (FDRR) | 0.3 | $1.1M | -3% | 23k | 46.55 |
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $1.1M | -4% | 8.2k | 128.91 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $1.0M | +372% | 17k | 60.77 |
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $1.0M | +13% | 8.0k | 129.39 |
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.3 | $1.0M | +22% | 25k | 41.25 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $1.0M | +11% | 11k | 93.77 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $986k | 17k | 58.06 |
|
|
| Cigna Corp (CI) | 0.2 | $951k | +19% | 2.6k | 363.36 |
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.2 | $944k | 14k | 67.36 |
|
|
| Pimco Dynamic Income SHS (PDI) | 0.2 | $930k | -9% | 48k | 19.29 |
|
| Advanced Micro Devices (AMD) | 0.2 | $887k | -10% | 4.9k | 180.81 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $836k | -3% | 8.0k | 105.05 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $828k | -39% | 36k | 22.77 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $819k | +3% | 9.7k | 84.45 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $810k | +3% | 4.0k | 200.50 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.2 | $803k | +21% | 30k | 26.75 |
|
| Johnson & Johnson (JNJ) | 0.2 | $803k | +105% | 5.1k | 158.33 |
|
| Pgim Global Short Duration H (GHY) | 0.2 | $794k | +2% | 66k | 11.96 |
|
| Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.2 | $746k | -2% | 88k | 8.44 |
|
| Kohl's Corporation (KSS) | 0.2 | $741k | +10% | 25k | 29.15 |
|
| Deere & Company (DE) | 0.2 | $741k | 1.8k | 410.77 |
|
|
| Pepsi (PEP) | 0.2 | $720k | 4.1k | 175.17 |
|
|
| Mesoblast Spons Adr (MESO) | 0.2 | $700k | NEW | 140k | 5.01 |
|
| Humana (HUM) | 0.2 | $693k | NEW | 2.0k | 346.92 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $690k | 1.4k | 480.92 |
|
|
| Starbucks Corporation (SBUX) | 0.2 | $662k | 7.2k | 91.51 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $636k | -2% | 9.4k | 67.86 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.2 | $626k | 3.2k | 192.88 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $595k | +3% | 1.5k | 398.52 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $583k | NEW | 15k | 39.53 |
|
| ON Semiconductor (ON) | 0.1 | $581k | -4% | 7.9k | 73.56 |
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| Home Depot (HD) | 0.1 | $580k | 1.5k | 383.94 |
|
|
| Nuveen Mun High Income Opp F (NMZ) | 0.1 | $567k | -25% | 54k | 10.56 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $537k | -5% | 2.9k | 186.89 |
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| Ishares Tr Us Consum Discre (IYC) | 0.1 | $534k | 6.5k | 81.98 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $516k | +2% | 2.1k | 246.16 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $514k | 8.5k | 60.30 |
|
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| Select Medical Holdings Corporation (SEM) | 0.1 | $500k | -3% | 17k | 30.15 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $495k | +29% | 3.3k | 147.92 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $489k | -29% | 5.0k | 97.95 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $479k | +137% | 2.1k | 225.93 |
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| Walgreen Boots Alliance (WBA) | 0.1 | $478k | +11% | 22k | 21.69 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $474k | +16% | 8.2k | 57.98 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $457k | NEW | 5.7k | 79.83 |
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| Palo Alto Networks (PANW) | 0.1 | $450k | +23% | 1.6k | 284.53 |
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| Doubleline Yield (DLY) | 0.1 | $439k | +4% | 28k | 15.94 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $423k | +285% | 6.8k | 61.91 |
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| Netflix (NFLX) | 0.1 | $408k | -4% | 671.00 | 608.69 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $408k | +26% | 2.0k | 208.27 |
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| Fidelity Covington Trust Fidelity Magelan (FMAG) | 0.1 | $400k | -4% | 14k | 28.07 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $394k | 7.5k | 52.48 |
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| Merck & Co (MRK) | 0.1 | $393k | +3% | 3.0k | 131.73 |
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| Boeing Company (BA) | 0.1 | $390k | -74% | 2.0k | 193.28 |
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| Lowe's Companies (LOW) | 0.1 | $380k | 1.5k | 254.82 |
|
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| Shell Spon Ads (SHEL) | 0.1 | $378k | +11% | 5.6k | 67.05 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $373k | -4% | 8.8k | 42.55 |
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| QCR Holdings (QCRH) | 0.1 | $372k | 6.1k | 60.74 |
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|
| Anthem (ELV) | 0.1 | $371k | +6% | 715.00 | 519.45 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $370k | 14k | 26.86 |
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|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $368k | +30% | 3.9k | 94.42 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $356k | -6% | 704.00 | 505.89 |
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| Prologis (PLD) | 0.1 | $347k | 2.7k | 130.25 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $343k | 5.9k | 58.65 |
|
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| Caterpillar (CAT) | 0.1 | $341k | -6% | 932.00 | 366.01 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $341k | 1.4k | 239.76 |
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| Luminar Technologies Com Cl A (LAZR) | 0.1 | $340k | -7% | 173k | 1.97 |
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| Mainstay Definedterm Mn Opp (MMD) | 0.1 | $339k | -17% | 21k | 16.35 |
|
| General Electric Com New (GE) | 0.1 | $330k | 1.9k | 175.56 |
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| Costco Wholesale Corporation (COST) | 0.1 | $329k | 448.00 | 734.68 |
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| Oracle Corporation (ORCL) | 0.1 | $324k | NEW | 2.6k | 125.68 |
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| Pfizer (PFE) | 0.1 | $322k | +6% | 12k | 27.76 |
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| Us Bancorp Del Com New (USB) | 0.1 | $320k | 7.2k | 44.70 |
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| BP Sponsored Adr (BP) | 0.1 | $319k | +5% | 8.5k | 37.68 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $313k | -18% | 3.0k | 104.76 |
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| Ishares Tr Us Industrials (IYJ) | 0.1 | $309k | -8% | 2.5k | 125.73 |
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| Public Storage (PSA) | 0.1 | $304k | 1.0k | 290.30 |
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| FedEx Corporation (FDX) | 0.1 | $302k | +8% | 1.0k | 290.77 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $300k | 4.0k | 74.81 |
|
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| Marathon Petroleum Corp (MPC) | 0.1 | $294k | 1.5k | 201.50 |
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| Bluebird Bio (BLUE) | 0.1 | $294k | +28% | 230k | 1.28 |
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| Devon Energy Corporation (DVN) | 0.1 | $294k | NEW | 5.8k | 50.20 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $291k | +16% | 6.7k | 43.37 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $289k | -3% | 1.5k | 187.42 |
|
| Genuine Parts Company (GPC) | 0.1 | $289k | 1.9k | 155.10 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $289k | 2.4k | 121.05 |
|
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| Qualcomm (QCOM) | 0.1 | $282k | +3% | 1.7k | 169.50 |
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| Rockwell Automation (ROK) | 0.1 | $278k | NEW | 955.00 | 291.33 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $277k | -65% | 288.00 | 962.49 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $277k | NEW | 6.6k | 42.12 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $274k | -25% | 4.8k | 56.62 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $269k | -7% | 1.4k | 195.25 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $265k | +3% | 579.00 | 457.47 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $262k | NEW | 2.1k | 125.96 |
|
| Chevron Corporation (CVX) | 0.1 | $261k | +22% | 1.7k | 157.88 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.1 | $258k | -49% | 5.4k | 47.49 |
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| Altria (MO) | 0.1 | $257k | 5.9k | 43.65 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $256k | NEW | 7.1k | 35.91 |
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| Corning Incorporated (GLW) | 0.1 | $256k | -7% | 7.8k | 32.96 |
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| CSX Corporation (CSX) | 0.1 | $253k | 6.8k | 37.07 |
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| Global X Fds Artificial Etf (AIQ) | 0.1 | $251k | +12% | 7.4k | 33.96 |
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| United Rentals (URI) | 0.1 | $245k | NEW | 339.00 | 721.11 |
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| Nextera Energy (NEE) | 0.1 | $236k | 3.7k | 63.91 |
|
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| Duke Energy Corp Com New (DUK) | 0.1 | $233k | -4% | 2.4k | 96.79 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $232k | NEW | 1.3k | 183.94 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $230k | 10k | 22.75 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $229k | -7% | 5.0k | 45.59 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $226k | NEW | 703.00 | 321.03 |
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| Wells Fargo & Company (WFC) | 0.1 | $226k | NEW | 3.9k | 57.98 |
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| Centene Corporation (CNC) | 0.1 | $224k | -8% | 2.8k | 78.49 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $223k | -95% | 1.2k | 186.95 |
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| General Motors Company (GM) | 0.1 | $223k | NEW | 4.9k | 45.38 |
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| At&t (T) | 0.1 | $222k | +13% | 13k | 17.61 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $220k | -3% | 1.7k | 131.27 |
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| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.1 | $215k | -90% | 3.8k | 56.19 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $214k | -14% | 6.6k | 32.24 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $214k | 2.5k | 84.09 |
|
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| Philip Morris International (PM) | 0.1 | $214k | -6% | 2.3k | 91.74 |
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| Micron Technology (MU) | 0.1 | $213k | NEW | 1.8k | 117.96 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $212k | NEW | 815.00 | 259.92 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $209k | NEW | 3.4k | 61.05 |
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| Ishares Tr Robotics Artif (IRBO) | 0.1 | $208k | 6.1k | 34.35 |
|
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $207k | NEW | 2.7k | 75.57 |
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| Verizon Communications (VZ) | 0.1 | $207k | NEW | 4.9k | 42.01 |
|
| Pimco Municipal Income Fund (PMF) | 0.1 | $204k | +7% | 22k | 9.33 |
|
| Revance Therapeutics (RVNC) | 0.0 | $165k | +92% | 33k | 4.92 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $86k | NEW | 15k | 5.93 |
|
| Innoviz Technologies SHS (INVZ) | 0.0 | $59k | -7% | 44k | 1.35 |
|
| Hyperfine Com Cl A (HYPR) | 0.0 | $18k | 18k | 1.00 |
|
|
| Nikola Corp (NKLA) | 0.0 | $17k | NEW | 16k | 1.04 |
|
| Trevena Com New (TRVN) | 0.0 | $7.5k | 16k | 0.46 |
|
Past Filings by Summit X
SEC 13F filings are viewable for Summit X going back to 2017
- Summit X 2024 Q1 filed May 8, 2024
- Summit X 2023 Q4 filed Feb. 8, 2024
- Summit X 2023 Q3 filed Nov. 6, 2023
- Summit X 2023 Q2 filed Aug. 10, 2023
- Summit X 2023 Q1 filed May 10, 2023
- Summit X 2022 Q4 filed Feb. 3, 2023
- Summit X 2022 Q3 filed Nov. 2, 2022
- Summit X 2022 Q2 filed Aug. 12, 2022
- Summit X 2022 Q1 filed May 5, 2022
- Summit X 2021 Q4 filed Jan. 19, 2022
- Summit X 2021 Q3 filed Oct. 19, 2021
- Summit X 2021 Q2 filed July 16, 2021
- Summit X 2021 Q1 filed May 10, 2021
- Summit X 2020 Q4 filed Jan. 29, 2021
- Summit X 2020 Q3 filed Nov. 12, 2020
- Summit X 2020 Q2 filed Aug. 13, 2020