HoldingsChannel.com
Summit X LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 51,721 +1,989 $16,717
     IVV51,721+1,989$16,717
ISHARES TR (GOVT) 366,662 +85,807 $9,516
     GOVT366,662+85,807$9,516
APPLE INC      $8,509
     AAPL28,771-1,137$8,449
     Call10,000+10,000$60
ISHARES TR (QUAL) 76,001 +57,858 $7,684
     QUAL76,001+57,858$7,684
ISHARES TR (IEFA) 116,441 -7,444 $7,605
     IEFA116,441-7,444$7,605
AT&T INC 154,101 -20,595 $6,024
     T154,101-20,595$6,024
ISHARES INC (IEMG) 112,097 +32,249 $6,019
     IEMG112,097+32,249$6,019
ISHARES TR (ITOT) 70,245 -22,091 $5,114
     ITOT70,245-22,091$5,114
DOUBLELINE INCOME SOLUTIONS 223,597 -3,145 $4,421
     DSL223,597-3,145$4,421
ISHARES TR (USMV) 66,270 -27,313 $4,367
     USMV66,270-27,313$4,367
ABBVIE INC 44,807 -8,474 $3,957
     ABBV44,807-8,474$3,957
FACEBOOK INC 18,102 -526 $3,704
     FB18,102-526$3,704
O REILLY AUTOMOTIVE INC NEW 7,818 -1,059 $3,426
     ORLY7,818-1,059$3,426
ISHARES TR (IXN) 15,108 -618 $3,182
     IXN15,108-618$3,182
ISHARES TR (SIZE) 32,226 +32,226 $3,147
     SIZE32,226+32,226$3,147
PIMCO DYNMIC CREDIT AND MRT 121,960 -621 $3,077
     PCI121,960-621$3,077
MASTERCARD INC 10,151 +535 $3,027
     MA10,151+535$3,027
ALPHABET INC 2,193 -5 $2,923
     GOOGL2,193-5$2,923
ENBRIDGE INC 73,332 -385 $2,918
     ENB73,332-385$2,918
PROCTER & GAMBLE CO 23,461 -663 $2,913
     PG23,461-663$2,913
ISHARES TR (MBB) 26,515 +2,143 $2,878
     MBB26,515+2,143$2,878
VISA INC 15,150 -4 $2,851
     V15,150-4$2,851
KIMBERLY CLARK CORP 20,317 -359 $2,798
     KMB20,317-359$2,798
UNITED TECHNOLOGIES CORP 17,419 -356 $2,604
     UTX17,419-356$2,604
GILEAD SCIENCES INC 39,558 +3,630 $2,566
     GILD39,558+3,630$2,566
MICROSOFT CORP 15,881 +376 $2,506
     MSFT15,881+376$2,506
CISCO SYS INC 50,728 -6,324 $2,425
     CSCO50,728-6,324$2,425
MCDONALDS CORP 11,856 +7,707 $2,364
     MCD11,856+7,707$2,364
KEYCORP NEW 116,603 -848 $2,357
     KEY116,603-848$2,357
METLIFE INC 45,150 +45,150 $2,298
     MET45,150+45,150$2,298
CVS HEALTH CORP 30,657 -2,111 $2,273
     CVS30,657-2,111$2,273
ISHARES TR (IGIB) 38,916 -114 $2,250
     IGIB38,916-114$2,250
CNA FINL CORP 49,665 +6,601 $2,215
     CNA49,665+6,601$2,215
AVALONBAY CMNTYS INC 10,297 +98 $2,162
     AVB10,297+98$2,162
TORONTO DOMINION BK ONT 38,540 +2,541 $2,160
     TD38,540+2,541$2,160
VERIZON COMMUNICATIONS INC 34,856 +1,663 $2,149
     VZ34,856+1,663$2,149
ISHARES TR (DGRO) 49,592 +3,169 $2,091
     DGRO49,592+3,169$2,091
DISNEY WALT CO 14,477 +1,345 $2,091
     DIS14,477+1,345$2,091
PS BUSINESS PKS INC CALIF 12,466 -257 $2,046
     PSB12,466-257$2,046
OGE ENERGY CORP 42,721 +3,074 $1,892
     OGE42,721+3,074$1,892
ISHARES TR (IJH) 9,112 +299 $1,854
     IJH9,112+299$1,854
NUVEEN GLOBAL HIGH INCOME FD 111,956 +17,498 $1,832
     JGH111,956+17,498$1,832
UNITEDHEALTH GROUP INC 5,950 +219 $1,749
     UNH5,950+219$1,749
ISHARES TR (BYLD) 67,632 +2,631 $1,729
     BYLD67,632+2,631$1,729
EXXON MOBIL CORP 24,297 +1,149 $1,691
     XOM24,297+1,149$1,691
BERKSHIRE HATHAWAY INC DEL      $1,623
     BRK.B7,162+20$1,623
ISHARES TR (INTF) 58,354 +4,758 $1,577
     INTF58,354+4,758$1,577
JPMORGAN CHASE & CO 11,327 +382 $1,577
     JPM11,327+382$1,577
ISHARES INC (ACWV) 15,406 +1,027 $1,471
     ACWV15,406+1,027$1,471
SPDR S&P 500 ETF TR (SPY) 4,322 +101 $1,401
     SPY4,322+101$1,401

See Full List: All Stocks Held By Summit X LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Summit X LLC

Size ($ in 1000's)
At 12/31/2019: $269,071
At 09/30/2019: $249,407

Summit X LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Summit X LLC 13F filings. Link to 13F filings: SEC filings

Summit X LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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