Sierra Summit Advisors LLC Sells in Q1 2025

Sierra Summit Advisors LLC

  • $462 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-56.8K
- 94.8%
$198.1 - $229.79 $11.3M - $13.1M
3.12K $623M
Lam Research Corp
-159K
- 97.99%
N/A
3.26K $237M
GLW
Corning Inc

Technology
-238K
- 87.98%
$44.91 - $54.25 $10.7M - $12.9M
32.5K $1.49B
RL
Ralph Lauren Corp

Consumer Cyclical
-37.4K
- 91.23%
$215.68 - $286.74 $8.06M - $10.7M
3.59K $792M
MRVL
Marvell Technology, Inc.

Technology
-3.08K
- 2.78%
$61.57 - $126.06 $190K - $389K
108K $6.64B
EME
Emcor Group, Inc.

Industrials
-10.4K
- 85.43%
$361.16 - $535.99 $3.77M - $5.6M
1.78K $659M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-8.99K
- 95.53%
$497.6 - $606.74 $4.47M - $5.45M
420 $209M
VRT
Vertiv Holdings CO

Industrials
-2.76K
- 2.97%
N/A
90.4K $6.52B
META
Meta Platforms, Inc.

Communication Services
-6.1K
- 21.96%
$576.36 - $736.67 $3.51M - $4.49M
21.7K $12.5B
GOOGL
Alphabet Inc.

Communication Services
-983
- 0.96%
$154.33 - $206.19 $152K - $203K
101K $15.6B
AVGO
Broadcom Inc.

Technology
-3.01K
- 14.71%
$167.43 - $244.7 $505K - $738K
17.5K $2.93B
BSX
Boston Scientific Corp

Healthcare
-31.3K
- 26.44%
$89.38 - $106.18 $2.8M - $3.32M
87.1K $8.78B
CRBG
Corebridge Financial, Inc.

Financial Services
-53.6K
- 15.83%
$29.61 - $34.68 $1.59M - $1.86M
285K $8.99B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-7.53K
- 55.41%
$102.49 - $119.96 $771K - $903K
6.06K $633M
Ge Vernova Inc
-868
- 3.24%
N/A
25.9K $7.91B
MSFT
Microsoft Corp

Technology
-1.56K
- 35.52%
$375.39 - $447.2 $586K - $698K
2.83K $1.06B
ISRG
Intuitive Surgical Inc

Healthcare
-191
- 0.89%
$476.63 - $610.45 $91K - $117K
21.3K $10.5B
JPM
Jpmorgan Chase & CO

Financial Services
-2.23K
- 17.12%
$225.19 - $279.95 $501K - $623K
10.8K $2.64B
XOM
Exxon Mobil Corp

Energy
-4.46K
- 72.23%
$105.44 - $118.93 $470K - $530K
1.71K $204M
AMD
Advanced Micro Devices Inc

Technology
-1.8K
- 18.24%
$96.63 - $129.55 $174K - $233K
8.06K $828M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-3.56K
- 29.94%
$61.55 - $71.27 $219K - $254K
8.34K $521M
CMI
Cummins Inc

Industrials
-80
- 1.22%
$312.92 - $386.07 $25K - $30.9K
6.45K $2.02B
PSTG
Pure Storage, Inc.

Technology
-1.8K
- 21.26%
$44.27 - $72.37 $79.7K - $130K
6.67K $295M
ORCL
Oracle Corp

Technology
-424
- 7.57%
$139.81 - $186.47 $59.3K - $79.1K
5.18K $724M
PKG
Packaging Corp Of America

Consumer Cyclical
-58
- 1.14%
$192.03 - $242.13 $11.1K - $14K
5.02K $993M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.82K
- 38.83%
$21.75 - $24.28 $127K - $141K
9.17K $203M
Blackrock Inc
-71
- 8.4%
N/A
774 $733M
QCOM
Qualcomm Inc

Technology
-837
- 25.61%
$151.94 - $175.86 $127K - $147K
2.43K $373M
SPY
Spdr S&P 500 ETF Trust

ETFs
-27
- 0.71%
$551.42 - $612.93 $14.9K - $16.5K
3.79K $2.12B
UNH
Unitedhealth Group Inc

Healthcare
-333
- 10.02%
$461.52 - $548.18 $154K - $183K
2.99K $1.57B
DIS
Walt Disney CO

Communication Services
-399
- 7.56%
$96.87 - $114.0 $38.7K - $45.5K
4.88K $482M
JNPR
Juniper Networks Inc

Technology
-1.06K
- 3.09%
$34.38 - $39.03 $36.6K - $41.5K
33.4K $1.21B
GS
Goldman Sachs Group Inc

Financial Services
-26
- 1.02%
$524.81 - $672.19 $13.6K - $17.5K
2.52K $1.38B
V
Visa Inc.

Financial Services
-275
- 28.29%
$306.92 - $362.71 $84.4K - $99.7K
697 $244M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-313
- 3.38%
$57.21 - $65.8 $17.9K - $20.6K
8.95K $522M
STLD
Steel Dynamics Inc

Basic Materials
-855
- 16.46%
N/A
4.34K $543M
PEP
Pepsico Inc

Consumer Defensive
-162
- 5.96%
$142.64 - $156.42 $23.1K - $25.3K
2.56K $383M
HES
Hess Corp

Energy
-550
- 24.99%
$135.42 - $160.52 $74.5K - $88.3K
1.65K $264M
C
Citigroup Inc

Financial Services
-1.55K
- 0.93%
$67.23 - $84.63 $104K - $131K
166K $11.8B
WFC
Wells Fargo & Company

Financial Services
-120
- 2.28%
$66.78 - $81.42 $8.01K - $9.77K
5.15K $370M
CSCO
Cisco Systems, Inc.

Technology
-928
- 2.66%
$58.74 - $64.87 $54.5K - $60.2K
34K $2.1B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-1.98K
- 9.88%
$25.2 - $68.74 $49.8K - $136K
18K $533M
CB
Chubb LTD

Financial Services
-338
- 5.31%
$257.71 - $301.99 $87.1K - $102K
6.02K $1.82B
DUK
Duke Energy Corp

Utilities
-51
- 1.03%
$105.87 - $121.97 $5.4K - $6.22K
4.92K $600M
AEP
American Electric Power CO Inc

Utilities
-4
- 0.05%
$90.32 - $109.27 $361 - $437
7.4K $809M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-26.3K
- 34.39%
$80.53 - $147.57 $2.12M - $3.88M
50.2K $6.63B
IXC
Ishares Tr Global Energy ETF

ETFs
-292
- 0.46%
$38.48 - $42.16 $11.2K - $12.3K
63.3K $2.66B
GFI
Gold Fields LTD

Basic Materials
-9
- 0.02%
$13.84 - $22.09 $125 - $199
36.5K $807M
IBM
International Business Machines Corp

Technology
-156
- 1.08%
$217.4 - $264.74 $33.9K - $41.3K
14.3K $3.56B
Activity Summary
Buys All Purchases 110 New Holdings 54 Increased Positions 56 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sierra Summit Advisors LLC Portfolio

Follow Sierra Summit Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sierra Summit Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sierra Summit Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email