HoldingsChannel.com
Summit X LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 49,732 +3,025 $14,862
     IVV49,732+3,025$14,862
ISHARES TR (IEFA) 123,885 +4,416 $7,569
     IEFA123,885+4,416$7,569
ISHARES TR (GOVT) 280,855 +20,098 $7,390
     GOVT280,855+20,098$7,390
APPLE INC 29,908 -438 $6,693
     AAPL29,908-438$6,693
AT&T INC 174,696 +448 $6,612
     T174,696+448$6,612
ISHARES TR (ITOT) 92,336 -4,474 $6,176
     ITOT92,336-4,474$6,176
ISHARES TR (USMV) 93,583 +33,248 $5,990
     USMV93,583+33,248$5,990
DOUBLELINE INCOME SOLUTIONS 226,742 -25,058 $4,521
     DSL226,742-25,058$4,521
ABBVIE INC 53,281 -4,460 $4,038
     ABBV53,281-4,460$4,038
ISHARES INC (IEMG) 79,848 +1,965 $3,916
     IEMG79,848+1,965$3,916
O REILLY AUTOMOTIVE INC NEW 8,877 -318 $3,542
     ORLY8,877-318$3,542
FACEBOOK INC 18,628 -64 $3,316
     FB18,628-64$3,316
PIMCO DYNMIC CREDIT AND MRT 122,581 -15,200 $2,997
     PCI122,581-15,200$2,997
PROCTER & GAMBLE CO 24,124 -337 $2,991
     PG24,124-337$2,991
KIMBERLY CLARK CORP 20,676 +126 $2,940
     KMB20,676+126$2,940
ISHARES TR (IXN) 15,726 -148 $2,933
     IXN15,726-148$2,933
CISCO SYS INC 57,052 +1,142 $2,822
     CSCO57,052+1,142$2,822
ALPHABET INC 2,198 +14 $2,675
     GOOGL2,198+14$2,675
ISHARES TR (MBB) 24,372 -4,248 $2,660
     MBB24,372-4,248$2,660
VISA INC 15,154 +2,054 $2,599
     V15,154+2,054$2,599
ENBRIDGE INC 73,717 +4,003 $2,587
     ENB73,717+4,003$2,587
MASTERCARD INC 9,616 -2,070 $2,570
     MA9,616-2,070$2,570
UNITED TECHNOLOGIES CORP 17,775 +105 $2,439
     UTX17,775+105$2,439
ISHARES TR (SLQD) 47,117 -16,432 $2,416
     SLQD47,117-16,432$2,416
PS BUSINESS PKS INC CALIF 12,723 -496 $2,308
     PSB12,723-496$2,308
GILEAD SCIENCES INC 35,928 +35,928 $2,281
     GILD35,928+35,928$2,281
ISHARES TR (IGIB) 39,030 -2,487 $2,255
     IGIB39,030-2,487$2,255
AVALONBAY CMNTYS INC 10,199 +87 $2,200
     AVB10,199+87$2,200
MICROSOFT CORP 15,505 +291 $2,156
     MSFT15,505+291$2,156
CNA FINL CORP 43,064 +2,132 $2,124
     CNA43,064+2,132$2,124
KEYCORP NEW 117,451 -11,067 $2,097
     KEY117,451-11,067$2,097
TORONTO DOMINION BK ONT 35,999 +1,445 $2,095
     TD35,999+1,445$2,095
CVS HEALTH CORP 32,768 +2,906 $2,071
     CVS32,768+2,906$2,071
EXELON CORP 41,789 +2,741 $2,025
     EXC41,789+2,741$2,025
VERIZON COMMUNICATIONS INC 33,193 +881 $2,008
     VZ33,193+881$2,008
ISHARES TR (DGRO) 46,423 +4,422 $1,816
     DGRO46,423+4,422$1,816
OGE ENERGY CORP 39,647 +1,352 $1,794
     OGE39,647+1,352$1,794
ISHARES TR (IJH) 8,813 -4,757 $1,717
     IJH8,813-4,757$1,717
FIDELITY COVINGTON TR 49,166 -327 $1,715
     FDMO49,166-327$1,715
DISNEY WALT CO 13,132 +3,994 $1,707
     DIS13,132+3,994$1,707
ISHARES TR (QUAL) 18,143 +1,939 $1,673
     QUAL18,143+1,939$1,673
ISHARES TR (BYLD) 65,001 +65,001 $1,670
     BYLD65,001+65,001$1,670
EXXON MOBIL CORP 23,148 +4,944 $1,635
     XOM23,148+4,944$1,635
BERKSHIRE HATHAWAY INC DEL      $1,484
     BRK.B7,142+48$1,484
ISHARES TR (IJR) 19,103 +680 $1,471
     IJR19,103+680$1,471
NUVEEN GLOBAL HIGH INCOME FD 94,458 +70,375 $1,466
     JGH94,458+70,375$1,466
ALTRIA GROUP INC 35,225 +3,228 $1,454
     MO35,225+3,228$1,454
ISHARES TR (MTUM) 11,532 +439 $1,375
     MTUM11,532+439$1,375
ISHARES TR (INTF) 53,596 +6,478 $1,368
     INTF53,596+6,478$1,368
ISHARES INC (ACWV) 14,379 -9,834 $1,360
     ACWV14,379-9,834$1,360

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 09/30/2019: $249,407
At 06/30/2019: $244,723

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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