Sierra Summit Advisors LLC Portfolio Holdings by Sector

Sierra Summit Advisors LLC

$498 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA MRVL TSM AVGO AMD QCOM MU 7 stocks	$56.8 Million 12.84% of portfolio	4	3	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG EVER ZG 5 stocks	$38.3 Million 8.66% of portfolio	4	-	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI BABA 3 stocks	$32.3 Million 7.31% of portfolio	3	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PANW SQ MSFT ORCL DOX CRWD 6 stocks	$31.1 Million 7.03% of portfolio	4	2	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$27.2 Million 6.15% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs IWM IXC SPY IJR SMMD IYW XLRE VUG 14 stocks	$24.7 Million 5.59% of portfolio	7	6	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BX CRBG NTRS 3 stocks	$24.4 Million 5.51% of portfolio	3	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$18.7 Million 4.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV GILD JNJ BMY MRK PFE 7 stocks	$17.8 Million 4.02% of portfolio	6	1	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services C JPM BAC WFC 4 stocks	$16.5 Million 3.74% of portfolio	2	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW 1 stocks	$12.9 Million 2.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$11.2 Million 2.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT POWL 2 stocks	$11.1 Million 2.52% of portfolio	2	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare BSX ABT 2 stocks	$11 Million 2.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$10.2 Million 2.31% of portfolio	1	1	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical RL 1 stocks	$9.46 Million 2.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Solar \| Technology FSLR 1 stocks	$8.69 Million 1.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$8.25 Million 1.87% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials EME 1 stocks	$5.55 Million 1.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$4.89 Million 1.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN INOD 3 stocks	$4.5 Million 1.02% of portfolio	2	1	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO JNPR UI 3 stocks	$3.91 Million 0.88% of portfolio	3	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC ZION NECB 3 stocks	$3.28 Million 0.74% of portfolio	2	1	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX EAT YUM 4 stocks	$3.28 Million 0.74% of portfolio	3	-	2	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities EVRG WEC AEP DUK 4 stocks	$2.67 Million 0.6% of portfolio	4	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive TGT WMT 2 stocks	$2.37 Million 0.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials CMI 1 stocks	$2.28 Million 0.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive TSN CALM ADM 3 stocks	$2.25 Million 0.51% of portfolio	3	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$2.11 Million 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME CBOE 2 stocks	$2.03 Million 0.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG KMB HIMS 3 stocks	$1.85 Million 0.42% of portfolio	3	-	2	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$1.76 Million 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR NGVC 2 stocks	$1.7 Million 0.38% of portfolio	2	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS SCHW 2 stocks	$1.68 Million 0.38% of portfolio	1	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$1.68 Million 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE STLD 2 stocks	$1.62 Million 0.37% of portfolio	1	1	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities NRG 1 stocks	$1.54 Million 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC TZOO 2 stocks	$1.4 Million 0.32% of portfolio	2	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials JCI 1 stocks	$1.33 Million 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare PTGX REGN 2 stocks	$1.28 Million 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC 1 stocks	$1.26 Million 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD 1 stocks	$1.23 Million 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical PKG 1 stocks	$1.14 Million 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$1.04 Million 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CVLT CRM 2 stocks	$1.02 Million 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$911,707 0.21% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services SYF V 2 stocks	$868,726 0.2% of portfolio	1	1	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services IDCC VZ 2 stocks	$793,772 0.18% of portfolio	1	1	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy FTI 1 stocks	$643,105 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$592,461 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate CXW 1 stocks	$573,893 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive LRN 1 stocks	$566,627 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical DORM 1 stocks	$564,968 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials HWKN 1 stocks	$564,896 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials SKYW 1 stocks	$560,829 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical ANF 1 stocks	$552,591 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology PSTG 1 stocks	$520,128 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$517,200 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy WMB 1 stocks	$483,725 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Gold \| Basic Materials GFI 1 stocks	$482,500 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$413,300 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials CYRX 1 stocks	$333,840 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$301,338 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy HES 1 stocks	$292,756 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LEN 1 stocks	$223,511 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYC 1 stocks	$214,873 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts

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Sierra Summit Advisors LLC Portfolio Holdings by Sector

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