Sierra Summit Advisors LLC Portfolio Holdings

Sierra Summit Advisors LLC

  • $403 Billion
  • Q2 2024

Sierra Summit Advisors LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $403 Billion distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $23.3B, Apple Inc. with a value of $22.6B, Alphabet Inc. with a value of $15.1B, Amazon Com Inc with a value of $13.7B, and Intuitive Surgical Inc with a value of $12.1B.

Examining the 13F form we can see an increase of $35.6B in the current position value, from $368B to 403B.

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 $403 Billion
Technology: $139 Billion
Healthcare: $65.5 Billion
Consumer Cyclical: $52 Billion
Communication Services: $36.3 Billion
Financial Services: $31.2 Billion
ETFs: $21.6 Billion
Consumer Defensive: $11.6 Billion
Energy: $9.48 Billion
Other: $16 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54.6B
$403 Million 0.1% of portfolio
9,483
Q1 2024 Reduced 17.42%
$15.4B
$345 Million 0.09% of portfolio
7,624
Q2 2024 Added 8.81%
$198B
$364 Million 0.09% of portfolio
3,500
Q1 2024 Reduced 8.47%
$12.1B
$348 Million 0.09% of portfolio
23,380
Q2 2024 Added 8.63%
$29.9B
$365 Million 0.09% of portfolio
4,653
Q2 2024 New
$17.2B
$376 Million 0.09% of portfolio
2,900
Q2 2024 Added 50.65%
$18.7B
$371 Million 0.09% of portfolio
4,412
Q2 2024 Added 7.98%
$10.4B
$341 Million 0.08% of portfolio
4,323
Q2 2024 Added 8.51%
$38.2B
$311 Million 0.08% of portfolio
6,223
Q2 2024 New
$90B
$314 Million 0.08% of portfolio
3,131
Q2 2024 Added 12.59%
$50B
$323 Million 0.08% of portfolio
2,337
Q2 2024 Added 8.65%
$26.1B
$329 Million 0.08% of portfolio
4,324
Q2 2024 Added 11.64%
$38.3B
$318 Million 0.08% of portfolio
2,400
Q4 2023 New
$11.7B
$277 Million 0.07% of portfolio
6,613
Q2 2024 Added 8.14%
$57.5B
$270 Million 0.07% of portfolio
1,347
Q2 2024 New
$117B
$259 Million 0.06% of portfolio
4,080
Q2 2024 Reduced 22.43%
$52.2B
$235 Million 0.06% of portfolio
1,500
Q1 2024 Reduced 25.0%
$103B
$227 Million 0.06% of portfolio
275
Q2 2024 Reduced 67.46%
$147B
$258 Million 0.06% of portfolio
13,521
Q2 2024 Added 32.49%
$116B
$221 Million 0.05% of portfolio
3,000
Q1 2024 Reduced 9.09%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $403 Billion
  • Prior Value $368 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 22 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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