Sierra Summit Advisors LLC Portfolio Holdings

Sierra Summit Advisors LLC

  • $435 Billion
  • Q3 2024

Sierra Summit Advisors LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $435 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.5B, Nvidia Corp with a value of $25.1B, Ishares Russell 2000 ETF with a value of $19B, Meta Platforms, Inc. with a value of $14.7B, and Alphabet Inc. with a value of $14.7B.

Examining the 13F form we can see an increase of $31.9B in the current position value, from $403B to 435B.

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 $435 Billion
Technology: $122 Billion
Healthcare: $69 Billion
Consumer Cyclical: $53.3 Billion
Communication Services: $40.7 Billion
Financial Services: $32.8 Billion
ETFs: $31.2 Billion
Industrials: $24.2 Billion
Energy: $18.7 Billion
Other: $19.8 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19 Billion 4.36% of portfolio
85,873
Q3 2024 Added 58.5%
$0
$2.47 Billion 0.57% of portfolio
60,998
Q3 2024 Added 22.03%
$0
$2.22 Billion 0.51% of portfolio
3,866
Q3 2024 Added 2.71%
$0
$1.59 Billion 0.37% of portfolio
13,594
Q3 2024 Added 0.93%
$0
$1.14 Billion 0.26% of portfolio
24,750
Q4 2023 New
$0
$730 Million 0.17% of portfolio
4,812
Q4 2023 New
$0
$646 Million 0.15% of portfolio
1,682
Q3 2024 Reduced 32.72%
$0
$595 Million 0.14% of portfolio
13,311
Q3 2024 Added 20.54%
$0
$558 Million 0.13% of portfolio
8,950
Q3 2024 Reduced 4.79%
$0
$514 Million 0.12% of portfolio
8,165
Q3 2024 Added 13.09%
$0
$376 Million 0.09% of portfolio
10,000
Q3 2024 New
$0
$356 Million 0.08% of portfolio
6,906
Q2 2024 Reduced 7.11%
$0
$355 Million 0.08% of portfolio
5,230
Q3 2024 Added 7.95%
$0
$364 Million 0.08% of portfolio
1,317
Q3 2024 New
$0
$312 Million 0.07% of portfolio
4,695
Q2 2024 Reduced 19.67%

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $435 Billion
  • Prior Value $403 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 17 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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