Sierra Summit Advisors LLC Purchases in Q4 2024

Sierra Summit Advisors LLC

  • $498 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ANF
Abercrombie & Fitch CO

Consumer Cyclical
3.7K
New
$131.26 - $163.78 $485K - $605K
3.7K $553M
CVLT
Commvault Systems Inc

Technology
3.66K
New
$132.26 - $177.6 $484K - $650K
3.66K $552M
POWL
Powell Industries Inc

Industrials
2.48K
New
$221.65 - $352.37 $550K - $875K
2.48K $550M
UI
Ubiquiti Inc.

Technology
1.66K
New
$223.6 - $362.72 $370K - $600K
1.66K $549M
Celestica Inc
5.88K
New
N/A
5.88K $543M
Dave Inc
5.88K
New
N/A
5.88K $511M
INOD
Innodata Inc

Technology
12.9K
New
$15.45 - $46.23 $199K - $595K
12.9K $508M
NUE
Nucor Corp

Basic Materials
5.34K
+ 153.9%
$115.78 - $167.74 $618K - $896K
8.81K $1.03B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
20K
New
$17.13 - $34.23 $343K - $685K
20K $484M
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
11.1K
New
$25.55 - $47.05 $284K - $524K
11.1K $442M
NRG
Nrg Energy, Inc.

Utilities
4.52K
+ 36.12%
$85.3 - $101.61 $385K - $459K
17K $1.54B
TZOO
Travelzoo

Communication Services
19.7K
New
N/A
19.7K $394M
ZION
Zions Bancorporation, National Association

Financial Services
4.51K
+ 26.24%
$45.62 - $61.73 $206K - $278K
21.7K $1.18B
LLY
Eli Lilly & CO

Healthcare
1.77K
+ 19.44%
$727.2 - $932.06 $1.28M - $1.65M
10.9K $8.38B
CRWD
Crowd Strike Holdings, Inc.

Technology
910
New
$275.15 - $388.2 $250K - $353K
910 $311M
CB
Chubb LTD

Financial Services
1.27K
+ 25.04%
$271.57 - $301.89 $346K - $385K
6.36K $1.76B
BAC
Bank Of America Corp

Financial Services
3.95K
+ 16.12%
$39.22 - $47.77 $155K - $188K
28.4K $1.25B
JNPR
Juniper Networks Inc

Technology
8.1K
+ 30.73%
$35.08 - $39.26 $284K - $318K
34.5K $1.29B
PKG
Packaging Corp Of America

Consumer Cyclical
953
+ 23.12%
$211.98 - $248.85 $202K - $237K
5.08K $1.14B
TSN
Tyson Foods, Inc.

Consumer Defensive
4.87K
+ 32.45%
$57.14 - $64.54 $278K - $314K
19.9K $1.14B
NTRS
Northern Trust Corp

Financial Services
1.6K
+ 28.78%
$88.4 - $111.16 $141K - $178K
7.16K $734M
IYC
Ishares U.S. Consumer Discreti

ETFs
2.24K
New
$85.96 - $101.28 $192K - $226K
2.24K $215M
TGT
Target Corp

Consumer Defensive
3.23K
+ 29.05%
$121.59 - $160.69 $393K - $519K
14.4K $1.94B
JNJ
Johnson & Johnson

Healthcare
2.68K
+ 23.85%
$143.34 - $165.86 $384K - $445K
13.9K $2.01B
CMI
Cummins Inc

Industrials
81
+ 1.26%
$324.93 - $383.42 $26.3K - $31.1K
6.53K $2.28B
GD
General Dynamics Corp

Industrials
1.21K
+ 34.87%
$260.28 - $314.03 $314K - $379K
4.67K $1.23B
EVRG
Evergy, Inc.

Utilities
3.04K
+ 32.96%
$59.06 - $65.0 $179K - $197K
12.3K $754M
SRE
Sempra Energy

Utilities
1.63K
+ 31.84%
$80.81 - $94.77 $132K - $155K
6.75K $592M
WEC
Wec Energy Group, Inc.

Utilities
1.83K
+ 32.8%
$92.94 - $101.82 $170K - $186K
7.4K $696M
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.49K
+ 33.74%
$40.06 - $45.21 $180K - $203K
17.8K $724M
OMC
Omnicom Group Inc.

Communication Services
3.17K
+ 37.37%
$85.82 - $105.47 $272K - $335K
11.7K $1B
DOX
Amdocs LTD

Technology
1.63K
+ 29.56%
$82.94 - $92.86 $135K - $151K
7.13K $607M
MRK
Merck & Co., Inc.

Healthcare
2.23K
+ 32.15%
$96.31 - $114.76 $215K - $256K
9.17K $912M
ABBV
Abb Vie Inc.

Healthcare
2.15K
+ 15.89%
$164.99 - $203.87 $355K - $439K
15.7K $2.79B
DUK
Duke Energy Corp

Utilities
1.2K
+ 31.98%
$105.76 - $120.76 $127K - $145K
4.97K $535M
KMB
Kimberly Clark Corp

Consumer Defensive
1.02K
+ 34.15%
$130.37 - $146.09 $132K - $148K
3.99K $522M
XOM
Exxon Mobil Corp

Energy
1.35K
+ 28.02%
$105.51 - $125.37 $143K - $169K
6.17K $664M
ADM
Archer Daniels Midland CO

Consumer Defensive
2.69K
+ 34.69%
$49.38 - $59.52 $133K - $160K
10.4K $527M
GFI
Gold Fields LTD

Basic Materials
6.75K
+ 22.65%
$13.16 - $18.91 $88.8K - $128K
36.6K $483M
PEP
Pepsico Inc

Consumer Defensive
419
+ 18.23%
$151.29 - $176.1 $63.4K - $73.8K
2.72K $413M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
313
+ 3.5%
$61.68 - $67.87 $19.3K - $21.2K
9.26K $577M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.37K
+ 106.73%
$25.33 - $51.16 $187K - $377K
14.3K $369M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.39K
+ 200.0%
$22.01 - $66.82 $207K - $627K
14.1K $320M
AEP
American Electric Power CO Inc

Utilities
749
+ 11.25%
$90.91 - $102.21 $68.1K - $76.6K
7.41K $683M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.77K
+ 186.71%
$22.4 - $68.28 $219K - $667K
15K $348M
IXC
Ishares Tr Global Energy ETF

ETFs
2.57K
+ 4.21%
$36.95 - $43.06 $94.8K - $110K
63.6K $2.43B
PTGX
Protagonist Therapeutics, Inc

Healthcare
1.12K
+ 5.27%
$38.51 - $48.43 $42.9K - $54K
22.3K $860M
TMO
Thermo Fisher Scientific Inc.

Healthcare
841
+ 9.82%
$501.29 - $612.85 $422K - $515K
9.41K $4.89B
MELI
Mercadolibre Inc

Consumer Cyclical
370
+ 7.72%
$1666.0 - $2117.3 $616K - $783K
5.16K $8.78B
Activity Summary
Buys All Purchases 100 New Holdings 41 Increased Positions 59 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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