Sierra Summit Advisors LLC Reduced Holdings in Q4 2024

Sierra Summit Advisors LLC

  • $498 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
-360K
- 94.62%
$24.8 - $30.19 $8.92M - $10.9M
20.4K $542M
FTI
Technip Fmc PLC

Energy
-378K
- 94.45%
$25.16 - $31.95 $9.52M - $12.1M
22.2K $643M
MSFT
Microsoft Corp

Technology
-20.6K
- 82.44%
$406.35 - $454.46 $8.38M - $9.37M
4.39K $1.85B
AMD
Advanced Micro Devices Inc

Technology
-45.6K
- 82.23%
$118.88 - $172.8 $5.42M - $7.88M
9.86K $1.19B
IWM
Ishares Russell 2000 ETF

ETFs
-25.9K
- 30.17%
$216.13 - $242.4 $5.6M - $6.28M
60K $13.3B
FSLR
First Solar, Inc.

Technology
-3.82K
- 7.19%
$175.88 - $240.66 $671K - $919K
49.3K $8.69B
QCOM
Qualcomm Inc

Technology
-5.93K
- 64.46%
$150.4 - $178.04 $891K - $1.06M
3.27K $502M
Ge Vernova Inc
-10.2K
- 27.61%
N/A
26.8K $8.81B
UNH
Unitedhealth Group Inc

Healthcare
-461
- 12.19%
$485.52 - $625.25 $224K - $288K
3.32K $1.68B
HES
Hess Corp

Energy
-3.49K
- 61.35%
$127.66 - $148.65 $446K - $519K
2.2K $293M
V
Visa Inc.

Financial Services
-840
- 46.36%
$273.87 - $320.91 $230K - $270K
972 $307M
CBOE
Cboe Global Markets, Inc.

Financial Services
-755
- 16.93%
$191.61 - $217.84 $145K - $164K
3.7K $724M
STLD
Steel Dynamics Inc

Basic Materials
-592
- 10.23%
N/A
5.2K $593M
NECB
North East Community Bancorp, Inc.

Financial Services
-2.48K
- 6.49%
$24.13 - $31.11 $59.9K - $77.2K
35.7K $874M
LEN
Lennar Corp

Consumer Cyclical
-281
- 14.64%
$136.2 - $188.96 $38.3K - $53.1K
1.64K $224M
OEF
Ishares S&P 100 ETF

ETFs
-509
- 38.65%
N/A
808 $233M
MU
Micron Technology Inc

Technology
-304
- 7.83%
$84.16 - $113.41 $25.6K - $34.5K
3.58K $301M
VEU
Vanguard Ftse All World Ex Us

ETFs
-492
- 6.03%
$57.29 - $63.1 $28.2K - $31K
7.67K $441M
CVX
Chevron Corp

Energy
-440
- 20.47%
$141.15 - $162.53 $62.1K - $71.5K
1.71K $248M
ACN
Accenture PLC

Technology
-170
- 6.87%
$343.9 - $376.86 $58.5K - $64.1K
2.31K $811M
ORCL
Oracle Corp

Technology
-167
- 2.89%
$165.41 - $192.43 $27.6K - $32.1K
5.6K $934M
VZ
Verizon Communications Inc

Communication Services
-266
- 4.8%
$39.6 - $45.21 $10.5K - $12K
5.27K $211M
Invesco Qqq Tr
-309
- 5.76%
N/A
5.05K $2.58B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-13
- 0.1%
$113.92 - $127.38 $1.48K - $1.66K
13.6K $1.56B
VUG
Vanguard Growth ETF

ETFs
-100
- 5.95%
$378.79 - $428.11 $37.9K - $42.8K
1.58K $649M
SCHW
Schwab Charles Corp

Financial Services
-200
- 6.25%
$63.31 - $82.85 $12.7K - $16.6K
3K $222M
DIS
Walt Disney CO

Communication Services
-657
- 11.07%
$92.39 - $117.6 $60.7K - $77.3K
5.28K $588M
SPY
Spdr S&P 500 ETF Trust

ETFs
-49
- 1.27%
$567.81 - $607.81 $27.8K - $29.8K
3.82K $2.24B
WMB
Williams Companies, Inc.

Energy
-545
- 5.75%
$46.37 - $59.74 $25.3K - $32.6K
8.94K $484M
PSTG
Pure Storage, Inc.

Technology
-693
- 7.57%
$48.19 - $66.6 $33.4K - $46.2K
8.47K $520M
JPM
Jpmorgan Chase & CO

Financial Services
-1.11K
- 7.89%
$205.18 - $250.29 $229K - $279K
13K $3.12B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-158
- 8.69%
$4100.99 - $5300.34 $648K - $837K
1.66K $8.25B
ISRG
Intuitive Surgical Inc

Healthcare
-5
- 0.02%
$471.27 - $550.62 $2.36K - $2.75K
21.4K $11.2B
AAPL
Apple Inc.

Technology
-5.21K
- 4.57%
$221.69 - $259.02 $1.15M - $1.35M
109K $27.2B
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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