Sierra Summit Advisors LLC Incresed Positions in Q3 2024

Sierra Summit Advisors LLC

  • $435 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.27K
+ 20.54%
$38.04 - $45.36 $86.3K - $103K
13.3K $595M
SPY
Spdr S&P 500 ETF Trust

ETFs
102
+ 2.71%
$517.38 - $573.86 $52.8K - $58.5K
3.87K $2.22B
EVRG
Evergy, Inc.

Utilities
1.53K
+ 19.97%
$52.46 - $62.01 $80.5K - $95.1K
9.22K $571M
MLR
Miller Industries Inc

Consumer Cyclical
1.54K
+ 13.25%
$53.35 - $68.06 $82.1K - $105K
13.2K $803M
Invesco Qqq Tr
240
+ 4.68%
N/A
5.36K $2.62B
BAC
Bank Of America Corp

Financial Services
4.15K
+ 20.44%
$36.65 - $44.13 $152K - $183K
24.5K $971M
TSN
Tyson Foods, Inc.

Consumer Defensive
2.21K
+ 17.28%
$55.91 - $65.87 $124K - $146K
15K $894M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
125
+ 0.93%
$105.53 - $118.34 $13.2K - $14.8K
13.6K $1.59B
DOX
Amdocs LTD

Technology
1.18K
+ 27.25%
$78.13 - $87.85 $92K - $103K
5.5K $481M
KR
Kroger CO

Consumer Defensive
1.49K
+ 23.99%
$50.43 - $57.3 $75.3K - $85.5K
7.72K $442M
NTRS
Northern Trust Corp

Financial Services
1.15K
+ 26.02%
$82.48 - $92.62 $94.7K - $106K
5.56K $501M
CPB
Campbell Soup CO

Consumer Defensive
2.06K
+ 27.02%
$45.01 - $51.89 $92.7K - $107K
9.68K $474M
DUK
Duke Energy Corp

Utilities
634
+ 20.25%
$99.35 - $117.71 $63K - $74.6K
3.77K $434M
GFI
Gold Fields LTD

Basic Materials
6.42K
+ 27.47%
$13.34 - $17.2 $85.7K - $110K
29.8K $457M
KMB
Kimberly Clark Corp

Consumer Defensive
635
+ 27.17%
$135.05 - $148.35 $85.8K - $94.2K
2.97K $423M
SRE
Sempra Energy

Utilities
799
+ 18.48%
$74.97 - $84.04 $59.9K - $67.1K
5.12K $428M
HMC
Honda Motor CO LTD

Consumer Cyclical
3.35K
+ 17.71%
$29.02 - $33.61 $97.2K - $113K
22.3K $706M
DOW
Dow Inc.

Basic Materials
1.45K
+ 17.9%
$50.15 - $55.41 $72.8K - $80.4K
9.56K $522M
VEU
Vanguard Ftse All World Ex Us

ETFs
945
+ 13.09%
$56.47 - $63.69 $53.4K - $60.2K
8.17K $514M
NUE
Nucor Corp

Basic Materials
719
+ 26.13%
$137.77 - $166.14 $99.1K - $119K
3.47K $522M
GPC
Genuine Parts CO

Consumer Cyclical
514
+ 14.18%
$131.04 - $147.11 $67.4K - $75.6K
4.14K $578M
ADM
Archer Daniels Midland CO

Consumer Defensive
1.28K
+ 19.76%
$57.96 - $65.72 $74.1K - $84K
7.75K $463M
PII
Polaris Inc.

Consumer Cyclical
635
+ 18.55%
$72.9 - $86.86 $46.3K - $55.2K
4.06K $338M
MGA
Magna International Inc

Consumer Cyclical
1.68K
+ 25.46%
$38.03 - $45.82 $64K - $77.2K
8.3K $341M
DIS
Walt Disney CO

Communication Services
803
+ 15.65%
$85.6 - $98.61 $68.7K - $79.2K
5.94K $571M
SCHX
Schwab Strategic Tr Us Large C

ETFs
385
+ 7.95%
$61.11 - $67.85 $23.5K - $26.1K
5.23K $355M
XOM
Exxon Mobil Corp

Energy
190
+ 4.1%
$109.72 - $119.0 $20.8K - $22.6K
4.82K $565M
CVX
Chevron Corp

Energy
311
+ 16.91%
$137.88 - $161.97 $42.9K - $50.4K
2.15K $317M
PSTG
Pure Storage, Inc.

Technology
2.13K
+ 30.21%
$45.73 - $67.71 $97.2K - $144K
9.16K $460M
LLY
Eli Lilly & CO

Healthcare
190
+ 2.14%
$772.14 - $960.02 $147K - $182K
9.09K $8.05B
SCHW
Schwab Charles Corp

Financial Services
200
+ 6.67%
$61.74 - $76.08 $12.3K - $15.2K
3.2K $207M
QCOM
Qualcomm Inc

Technology
1.15K
+ 14.25%
$156.12 - $209.64 $179K - $240K
9.19K $1.56B
PSX
Phillips 66

Energy
492
+ 1.11%
$125.0 - $147.17 $61.5K - $72.4K
44.8K $5.9B
GOOGL
Alphabet Inc.

Communication Services
5.55K
+ 6.68%
$148.65 - $191.18 $825K - $1.06M
88.6K $14.7B
ICLR
Icon PLC

Healthcare
664
+ 1.99%
$280.48 - $346.2 $186K - $230K
34K $9.77B
Activity Summary
Buys All Purchases 103 New Holdings 17 Increased Positions 86 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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