Sierra Summit Advisors LLC Portfolio Holdings

Sierra Summit Advisors LLC

  • $498 Billion
  • Q4 2024

Sierra Summit Advisors LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $498 Billion distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $29.2B, Apple Inc. with a value of $27.2B, Alphabet Inc. with a value of $19.3B, Tesla, Inc. with a value of $18.7B, and Amazon Com Inc with a value of $17.1B.

Examining the 13F form we can see an increase of $62.9B in the current position value, from $435B to 498B.

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 $498 Billion
Technology: $147 Billion
Consumer Cyclical: $76.6 Billion
Financial Services: $51.1 Billion
Communication Services: $50.7 Billion
Healthcare: $47.8 Billion
ETFs: $26 Billion
Industrials: $23.7 Billion
Consumer Defensive: $9.16 Billion
Other: $10.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.6B
$1.54 Billion 0.31% of portfolio
17,027
Q4 2024 Added 36.12%
$233B
$1.5 Billion 0.3% of portfolio
5,160
Q4 2024 Added 153.94%
$172B
$1.46 Billion 0.29% of portfolio
2,550
Q4 2024 Added 76.1%
$54.1B
$1.33 Billion 0.27% of portfolio
16,901
Q4 2024 New
$11.3B
$1.29 Billion 0.26% of portfolio
34,473
Q4 2024 Added 30.73%
$94.8B
$1.31 Billion 0.26% of portfolio
5,622
Q4 2023 New
$294B
$1.25 Billion 0.25% of portfolio
28,411
Q4 2024 Added 16.12%
$76.5B
$1.23 Billion 0.25% of portfolio
4,672
Q4 2024 Added 34.87%
$48B
$1.23 Billion 0.25% of portfolio
28,404
Q4 2024 New
$51.3B
$1.26 Billion 0.25% of portfolio
5,348
Q4 2024 New
$49.4B
$1.26 Billion 0.25% of portfolio
20,582
Q4 2024 Added 166.74%
$6.42B
$1.18 Billion 0.24% of portfolio
21,701
Q4 2024 Added 26.24%
$153B
$1.19 Billion 0.24% of portfolio
9,855
Q4 2024 Reduced 82.23%
$17.8B
$1.14 Billion 0.23% of portfolio
19,877
Q4 2024 Added 32.45%
$17.9B
$1.14 Billion 0.23% of portfolio
5,075
Q4 2024 Added 23.12%
$28.5B
$1.03 Billion 0.21% of portfolio
8,813
Q4 2024 Added 153.9%
$109B
$992 Million 0.2% of portfolio
17,541
Q4 2024 New
$15.6B
$1 Billion 0.2% of portfolio
11,668
Q4 2024 Added 37.37%
$363B
$934 Million 0.19% of portfolio
5,604
Q4 2024 Reduced 2.89%
$112B
$903 Million 0.18% of portfolio
9,900
Q4 2024 New
$349M
$874 Million 0.18% of portfolio
35,748
Q4 2024 Reduced 6.49%
$201B
$912 Million 0.18% of portfolio
9,171
Q4 2024 Added 32.15%
Blackrock Inc
-
$866 Million 0.17% of portfolio
-
Q4 2024 New
$401B
$845 Million 0.17% of portfolio
5,039
Q4 2024 New
$2.21B
$860 Million 0.17% of portfolio
22,282
Q4 2024 Added 5.27%
$0
$809 Million 0.16% of portfolio
11,901
Q4 2024 New
$183B
$811 Million 0.16% of portfolio
2,305
Q4 2024 Reduced 6.87%
$15.5B
$754 Million 0.15% of portfolio
12,254
Q4 2024 Added 32.96%
$23B
$724 Million 0.15% of portfolio
3,704
Q4 2024 Reduced 16.93%
$0
$768 Million 0.15% of portfolio
4,812
Q4 2023 New
$0
$724 Million 0.15% of portfolio
17,802
Q4 2024 Added 33.74%
$18.7B
$734 Million 0.15% of portfolio
7,160
Q4 2024 Added 28.78%
$34.2B
$696 Million 0.14% of portfolio
7,402
Q4 2024 Added 32.8%
$54.8B
$683 Million 0.14% of portfolio
7,407
Q4 2024 Added 11.25%
Rtx Corporation
-
$642 Million 0.13% of portfolio
-
Q4 2024 Reduced 28.12%
$0
$649 Million 0.13% of portfolio
1,582
Q4 2024 Reduced 5.95%
$11.3B
$643 Million 0.13% of portfolio
22,222
Q4 2024 Reduced 94.45%
$431B
$664 Million 0.13% of portfolio
6,173
Q4 2024 Added 28.02%
$10.3B
$607 Million 0.12% of portfolio
7,127
Q4 2024 Added 29.56%
$4.36B
$581 Million 0.12% of portfolio
5,646
Q4 2024 New
$21.9B
$592 Million 0.12% of portfolio
6,754
Q4 2024 Added 31.84%
$17.2B
$593 Million 0.12% of portfolio
5,195
Q4 2024 Reduced 10.23%
$2.53B
$574 Million 0.12% of portfolio
26,398
Q4 2024 New
$0
$577 Million 0.12% of portfolio
9,263
Q4 2024 Added 3.5%
$154B
$588 Million 0.12% of portfolio
5,278
Q4 2024 Reduced 11.07%
$5.98B
$583 Million 0.12% of portfolio
3,009
Q4 2024 New
$524M
$585 Million 0.12% of portfolio
29,255
Q4 2024 New
$6.5B
$555 Million 0.11% of portfolio
4,199
Q4 2024 New
$2.6B
$565 Million 0.11% of portfolio
4,605
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $498 Billion
  • Prior Value $435 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 41 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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