HoldingsChannel.com
Summit X LLC Top Holdings
As of  06/30/2022, below is a summary of the Summit X LLC top holdings by largest position size, as per the latest 13f filing made by Summit X LLC. In the Summit X LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Summit X LLC in that top holding, then the share count change between reporting periods, and finally the Summit X LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
APPLE INC 140,393 -689 $19,193
     AAPL140,393-689$19,193
ISHARES TR (IVV) 50,570 -1,109 $19,174
     IVV50,570-1,109$19,174
ISHARES TR (ESGU) 190,021 -114 $15,969
     ESGU190,021-114$15,969
ISHARES TR (IWD) 107,345 +1,993 $15,557
     IWD107,345+1,993$15,557
VANGUARD BD INDEX FDS (BND) 140,061 +756 $10,542
     BND140,061+756$10,542
MICROSOFT CORP 31,542 +1,093 $8,113
     MSFT31,542+1,093$8,113
ISHARES TR (AGG) 72,681 -4,986 $7,399
     AGG72,681-4,986$7,399
FIDELITY MERRIMACK STR TR 156,841 -794 $7,300
     FBND156,841-794$7,300
ISHARES TR (IWF) 32,848 +1,201 $7,181
     IWF32,848+1,201$7,181
ALPHABET INC 2,902 +55 $6,335
     GOOGL2,902+55$6,335
OREILLY AUTOMOTIVE INC 8,939 -516 $5,652
     ORLY8,939-516$5,652
MASTERCARD INCORPORATED 17,905 -2,705 $5,647
     MA17,905-2,705$5,647
ISHARES TR (IEFA) 87,893 +2,741 $5,179
     IEFA87,893+2,741$5,179
ISHARES TR (EFV) 116,265 +5,246 $5,048
     EFV116,265+5,246$5,048
ISHARES TR (IUSB) 105,695 -673 $4,953
     IUSB105,695-673$4,953
ISHARES TR (IJH) 21,167 +363 $4,773
     IJH21,167+363$4,773
PROCTER AND GAMBLE CO 31,818 -246 $4,577
     PG31,818-246$4,577
AMAZON COM INC 42,145 +39,736 $4,409
     AMZN42,145+39,736$4,409
ADVANCED MICRO DEVICES INC 55,495 +10,747 $4,249
     AMD55,495+10,747$4,249
NVIDIA CORPORATION 28,076 +392 $4,248
     NVDA28,076+392$4,248
VISA INC 19,416 -765 $3,833
     V19,416-765$3,833
ISHARES INC (ESGE) 107,566 -41,402 $3,471
     ESGE107,566-41,402$3,471
ISHARES TR (GOVT) 140,906 +3,804 $3,371
     GOVT140,906+3,804$3,371
ABBVIE INC 21,773 -178 $3,334
     ABBV21,773-178$3,334
UNITEDHEALTH GROUP INC 6,360 -437 $3,270
     UNH6,360-437$3,270
ISHARES INC (IEMG) 61,235 +1,388 $3,011
     IEMG61,235+1,388$3,011
ISHARES TR (EFG) 33,987 -1,033 $2,739
     EFG33,987-1,033$2,739
EXXON MOBIL CORP 31,231 -448 $2,679
     XOM31,231-448$2,679
MCDONALDS CORP 9,835 -871 $2,416
     MCD9,835-871$2,416
ISHARES INC (EEMV) 40,248 +36,389 $2,220
     EEMV40,248+36,389$2,220
COCA COLA CO 34,865 -384 $2,191
     KO34,865-384$2,191
ISHARES TR (TIP) 18,699 +124 $2,136
     TIP18,699+124$2,136
WALMART INC 17,459 +356 $2,131
     WMT17,459+356$2,131
BERKSHIRE HATHAWAY INC DEL      $2,102
     BRK.B7,726-76$2,102
EMERSON ELEC CO 25,192 -102 $2,004
     EMR25,192-102$2,004
ISHARES TR (HDV) 19,938 +16,974 $2,002
     HDV19,938+16,974$2,002
DISNEY WALT CO 21,038 +3,264 $1,992
     DIS21,038+3,264$1,992
INVESCO ACTVELY MNGD ETC FD 109,994 +1,259 $1,985
     PDBC109,994+1,259$1,985
FIDELITY COVINGTON TRUST 19,686 +542 $1,899
     FTEC19,686+542$1,899
RAYTHEON TECHNOLOGIES CORP 19,490 -140 $1,872
     RTX19,490-140$1,872
DOUBLELINE INCOME SOLUTIONS 142,875 +2,206 $1,730
     DSL142,875+2,206$1,730
META PLATFORMS INC 10,646 +440 $1,717
     FB10,646+440$1,717
ADOBE SYSTEMS INCORPORATED 4,695 -19 $1,713
     ADBE4,695-19$1,713
ISHARES TR (USMV) 24,361 -294 $1,702
     USMV24,361-294$1,702
AMEREN CORP 18,596 -2,613 $1,680
     AEE18,596-2,613$1,680
JPMORGAN CHASE & CO 14,758 +3,279 $1,660
     JPM14,758+3,279$1,660
ISHARES TR (IJR) 17,759 -18,368 $1,616
     IJR17,759-18,368$1,616
ENBRIDGE INC 38,163 +38,163 $1,615
     ENB38,163+38,163$1,615
CITIGROUP INC 34,680 +61 $1,595
     C34,680+61$1,595
SPDR SER TR (SPYD) 37,490 +25,839 $1,495
     SPYD37,490+25,839$1,495

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 06/30/2022: $345,551
At 03/31/2022: $407,277

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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