Sierra Ocean, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 1040 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $11.7B, Invesco Exchange Traded Fd Tr with a value of $10.8B, Invesco Exchange Traded Fd Tr with a value of $8.45B, J P Morgan Exchange Traded Fd with a value of $8.02B, and Schwab Strategic Tr Us Emergin with a value of $6.84B.
Examining the 13F form we can see an increase of $122B in the current position value.
Sierra Ocean, LLC is based out at Ripon, CA
Below you can find more details about Sierra Ocean, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$122 Billion
ETFs: $86.9 Billion
Technology: $11 Billion
Financial Services: $5.72 Billion
Consumer Cyclical: $3.53 Billion
Healthcare: $3.45 Billion
Communication Services: $3.13 Billion
Industrials: $2.8 Billion
Consumer Defensive: $2.14 Billion
Other: $3.11 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
