HoldingsChannel.com
Summit X LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 46,707 +880 $13,744
     IVV46,707+880$13,744
ISHARES TR (IEFA) 119,469 +1,164 $7,322
     IEFA119,469+1,164$7,322
ISHARES TR (GOVT) 260,757 +156,053 $6,710
     GOVT260,757+156,053$6,710
ISHARES TR (ITOT) 96,810 +12,189 $6,434
     ITOT96,810+12,189$6,434
APPLE INC 30,346 -2,759 $6,025
     AAPL30,346+541$6,025
AT&T INC 174,248 +6,332 $5,878
     T174,248+6,332$5,878
DOUBLELINE INCOME SOLUTIONS 251,800 -820 $5,052
     DSL251,800-820$5,052
ABBVIE INC 57,741 +28,933 $4,204
     ABBV57,741+28,933$4,204
ISHARES INC (IEMG) 77,883 +29,276 $4,000
     IEMG77,883+29,276$4,000
ISHARES TR (AGG) 35,112 +3,020 $3,961
     AGG35,112+3,020$3,961
ISHARES TR (USMV) 60,335 +1,367 $3,728
     USMV60,335+1,367$3,728
FACEBOOK INC 18,692 +3,646 $3,556
     FB18,692+6,746$3,556
O REILLY AUTOMOTIVE INC NEW 9,195 -242 $3,399
     ORLY9,195-242$3,399
PIMCO DYNMIC CREDIT AND MRT 137,781 +2,918 $3,373
     PCI137,781+2,918$3,373
ISHARES TR (SLQD) 63,549 -19,160 $3,228
     SLQD63,549-19,160$3,228
ISHARES TR (MBB) 28,620 +12,293 $3,109
     MBB28,620+12,293$3,109
CISCO SYS INC 55,910 +2,061 $3,063
     CSCO55,910+2,061$3,063
ISHARES TR (IXN) 15,874 +15,874 $2,873
     IXN15,874+15,874$2,873
KIMBERLY CLARK CORP 20,550 +688 $2,742
     KMB20,550+688$2,742
MASTERCARD INC 11,686 -397 $2,741
     MA11,686-397$2,741
PROCTER AND GAMBLE CO 24,461 +514 $2,694
     PG24,461+514$2,694
ISHARES TR (IJH) 13,570 -46 $2,651
     IJH13,570-46$2,651
ENBRIDGE INC 69,714 +3,559 $2,526
     ENB69,714+3,559$2,526
ISHARES TR (LQD) 19,492 -7,573 $2,404
     LQD19,492-7,573$2,404
ISHARES TR (IGIB) 41,517 +1,148 $2,365
     IGIB41,517+1,148$2,365
ALPHABET INC 2,184 -526 $2,358
     GOOGL2,184-526$2,358
UNITED TECHNOLOGIES CORP 17,670 +553 $2,305
     UTX17,670+553$2,305
KEYCORP NEW 128,518 +6,056 $2,290
     KEY128,518+6,056$2,290
VISA INC 13,100 -497 $2,277
     V13,100-497$2,277
PS BUSINESS PKS INC CALIF 13,219 +657 $2,233
     PSB13,219+657$2,233
ISHARES INC (ACWV) 24,213 +2,636 $2,230
     ACWV24,213+2,636$2,230
AVALONBAY CMNTYS INC 10,112 +522 $2,059
     AVB10,112+522$2,059
TORONTO DOMINION BK ONT 34,554 +1,922 $2,022
     TD34,554+1,922$2,022
MICROSOFT CORP 15,214 +1,169 $2,014
     MSFT15,214+1,169$2,014
CNA FINL CORP 40,932 +2,271 $1,932
     CNA40,932+2,271$1,932
EXELON CORP 39,048 +39,048 $1,881
     EXC39,048+39,048$1,881
VERIZON COMMUNICATIONS INC 32,312 +1,025 $1,838
     VZ32,312+1,025$1,838
FIDELITY 49,493 -69,612 $1,749
     FDMO49,493-69,612$1,749
EXXON MOBIL CORP 18,204 +89 $1,638
     XOM18,204+89$1,638
CVS HEALTH CORP 29,862 +1,957 $1,635
     CVS29,862+1,957$1,635
OGE ENERGY CORP 38,295 +1,930 $1,635
     OGE38,295+1,930$1,635
ISHARES TR (DGRO) 42,001 +4,001 $1,608
     DGRO42,001+4,001$1,608
ALTRIA GROUP INC 31,997 +943 $1,522
     MO31,997+943$1,522
BERKSHIRE HATHAWAY INC DEL      $1,508
     BRK.B7,094-63$1,508
ISHARES TR (QUAL) 16,204 +9,453 $1,481
     QUAL16,204+9,453$1,481
ISHARES TR (IJR) 18,423 -9,058 $1,419
     IJR18,423-9,058$1,419
UNITEDHEALTH GROUP INC 5,720 +163 $1,398
     UNH5,720+163$1,398
ISHARES TR (MTUM) 11,093 +2,208 $1,319
     MTUM11,093+2,208$1,319
DOCUSIGN INC 25,844 +4,095 $1,284
     DOCU25,844+4,095$1,284
DISNEY WALT CO 9,138 +116 $1,283
     DIS9,138+116$1,283

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 06/30/2019: $244,723
At 03/31/2019: $233,633

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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