Sierra Summit Advisors LLC Portfolio Holdings

Sierra Summit Advisors LLC

  • $498 Billion
  • Q4 2024

Sierra Summit Advisors LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $498 Billion distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $29.2B, Apple Inc. with a value of $27.2B, Alphabet Inc. with a value of $19.3B, Tesla, Inc. with a value of $18.7B, and Amazon Com Inc with a value of $17.1B.

Examining the 13F form we can see an increase of $62.9B in the current position value, from $435B to 498B.

Sierra Summit Advisors LLC is based out at Incline Village, NV

Below you can find more details about Sierra Summit Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $498 Billion
Technology: $147 Billion
Consumer Cyclical: $76.6 Billion
Financial Services: $51.1 Billion
Communication Services: $50.7 Billion
Healthcare: $47.8 Billion
ETFs: $26 Billion
Industrials: $23.7 Billion
Consumer Defensive: $9.16 Billion
Other: $10.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$346B
$29.2 Billion 5.87% of portfolio
217,705
Q4 2024 Added 5.38%
$3.93T
$27.2 Billion 5.46% of portfolio
108,615
Q4 2024 Reduced 4.57%
$1.11T
$19.3 Billion 3.87% of portfolio
101,923
Q4 2024 Added 15.05%
$1.12T
$18.7 Billion 3.76% of portfolio
46,399
Q4 2024 Added 57.1%
$2.33T
$17.1 Billion 3.43% of portfolio
77,785
Q4 2024 Added 3.83%
$1.66T
$16.3 Billion 3.26% of portfolio
27,760
Q4 2024 Added 7.78%
$59.9B
$13.9 Billion 2.8% of portfolio
76,639
Q4 2024 Added 116.57%
$117B
$13.5 Billion 2.72% of portfolio
78,412
Q4 2024 Added 7.98%
$44.5B
$13.5 Billion 2.7% of portfolio
158,309
Q4 2024 New
$0
$13.3 Billion 2.66% of portfolio
59,969
Q4 2024 Reduced 30.17%
$44.4B
$12.9 Billion 2.58% of portfolio
270,694
Q4 2024 Added 1,031.43%
Quanta Svcs Inc
-
$12.5 Billion 2.52% of portfolio
-
Q4 2024 Added 11.75%
$90.8B
$12.3 Billion 2.46% of portfolio
110,925
Q4 2024 New
$164B
$11.8 Billion 2.37% of portfolio
167,534
Q4 2024 Added 4,319.26%
Lam Research Corp
-
$11.7 Billion 2.35% of portfolio
-
Q4 2024 New
$210B
$11.2 Billion 2.25% of portfolio
21,449
Q4 2024 Reduced 0.02%
$152B
$10.6 Billion 2.12% of portfolio
118,350
Q4 2024 Added 7.38%
$21.4B
$10.1 Billion 2.03% of portfolio
338,471
Q4 2024 Added 14.5%
$471B
$9.64 Billion 1.94% of portfolio
10,811
Q4 2024 Added 24.09%
$12.1B
$9.46 Billion 1.9% of portfolio
40,944
Q4 2024 New
Arista Networks Inc
-
$9 Billion 1.81% of portfolio
-
Q4 2024 New
Ge Vernova Inc
-
$8.81 Billion 1.77% of portfolio
-
Q4 2024 Reduced 27.61%
$106B
$8.78 Billion 1.76% of portfolio
5,163
Q4 2024 Added 7.72%
$17B
$8.69 Billion 1.74% of portfolio
49,285
Q4 2024 Reduced 7.19%
$1.06T
$8.54 Billion 1.71% of portfolio
43,223
Q4 2024 New
$802B
$8.38 Billion 1.68% of portfolio
10,856
Q4 2024 Added 19.44%
$200B
$8.25 Billion 1.66% of portfolio
1,661
Q4 2024 Reduced 8.69%
Klaviyo Inc
-
$7.95 Billion 1.6% of portfolio
-
Q4 2024 New
$330B
$6.48 Billion 1.3% of portfolio
76,444
Q4 2024 New
$20.3B
$5.55 Billion 1.11% of portfolio
12,229
Q4 2024 New
$208B
$4.89 Billion 0.98% of portfolio
9,405
Q4 2024 Added 9.82%
$94.4B
$4.75 Billion 0.95% of portfolio
20,487
Q4 2024 Added 10.95%
$234B
$3.18 Billion 0.64% of portfolio
14,454
Q4 2024 Added 29.87%
$811B
$3.12 Billion 0.63% of portfolio
13,004
Q4 2024 Reduced 7.89%
$341B
$2.79 Billion 0.56% of portfolio
15,687
Q4 2024 Added 15.89%
Invesco Qqq Tr
-
$2.58 Billion 0.52% of portfolio
-
Q4 2024 Reduced 5.76%
$0
$2.43 Billion 0.49% of portfolio
63,564
Q4 2024 Added 4.21%
$52.7B
$2.28 Billion 0.46% of portfolio
6,531
Q4 2024 Added 1.26%
$0
$2.24 Billion 0.45% of portfolio
3,817
Q4 2024 Reduced 1.27%
$130B
$2.13 Billion 0.43% of portfolio
23,075
Q4 2024 Added 67.57%
$419B
$2.11 Billion 0.42% of portfolio
5,426
Q4 2024 Added 31.06%
$266B
$2.06 Billion 0.41% of portfolio
34,881
Q4 2024 Added 26.59%
$408B
$2.01 Billion 0.4% of portfolio
13,927
Q4 2024 Added 23.85%
$58.9B
$1.94 Billion 0.39% of portfolio
14,354
Q4 2024 Added 29.05%
$3.04T
$1.85 Billion 0.37% of portfolio
4,392
Q4 2024 Reduced 82.44%
$110B
$1.76 Billion 0.35% of portfolio
6,361
Q4 2024 Added 25.04%
$490B
$1.68 Billion 0.34% of portfolio
3,322
Q4 2024 Reduced 12.19%
$1.14T
$1.59 Billion 0.32% of portfolio
8,370
Q3 2024 Added 61.9%
$0
$1.56 Billion 0.31% of portfolio
13,581
Q4 2024 Reduced 0.1%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $498 Billion
  • Prior Value $435 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 41 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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