Sierra Ocean, LLC Purchases in Q1 2025

Sierra Ocean, LLC

  • $127 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
16.6K
+ 9.54%
$45.56 - $47.23 $757K - $785K
191K $8.97B
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.43K
+ 7.61%
$85.29 - $92.57 $463K - $503K
76.9K $7B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
12.1K
+ 7.5%
$65.27 - $71.18 $787K - $858K
173K $11.5B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
16.1K
+ 6.29%
$25.81 - $28.52 $416K - $460K
273K $7.52B
LVHI
Franklin International Low Vol

ETFs
8.8K
+ 6.06%
$30.53 - $32.85 $269K - $289K
154K $4.99B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
584
+ 21.13%
$442.66 - $534.52 $259K - $312K
3.35K $1.78B
EMB
Ishares Tr

ETFs
2.65K
+ 5.72%
$88.64 - $92.03 $235K - $244K
48.9K $4.43B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4.6K
+ 6.66%
$91.76 - $103.26 $422K - $475K
73.7K $6.82B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
5.16K
+ 4.65%
$39.61 - $42.65 $205K - $220K
116K $4.74B
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.54K
+ 5.24%
$56.17 - $59.71 $255K - $271K
91.1K $5.2B
WRB
Berkley W R Corp

Financial Services
2.53K
New
$56.7 - $71.27 $143K - $180K
2.53K $180M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7.87K
+ 6.22%
N/A
134K $11.8B
JEF
Jefferies Financial Group Inc.

Financial Services
1.65K
+ 824.0%
$52.22 - $81.31 $86.1K - $134K
1.85K $99M
JNJ
Johnson & Johnson

Healthcare
222
+ 10.87%
$142.06 - $167.7 $31.5K - $37.2K
2.26K $376M
XOM
Exxon Mobil Corp

Energy
540
+ 42.79%
$105.44 - $118.93 $56.9K - $64.2K
1.8K $214M
ESGR
Enstar Group LTD

Financial Services
233
New
$324.4 - $333.99 $75.6K - $77.8K
233 $77.4M
PM
Philip Morris International Inc.

Consumer Defensive
398
+ 128.8%
$117.15 - $158.79 $46.6K - $63.2K
707 $112M
JPM
Jpmorgan Chase & CO

Financial Services
233
+ 12.44%
$225.19 - $279.95 $52.5K - $65.2K
2.11K $517M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
1.29K
+ 12.3%
$49.75 - $50.27 $64.3K - $65K
11.8K $590M
AJG
Arthur J. Gallagher & Co.

Financial Services
29
+ 3.26%
$275.89 - $345.24 $8K - $10K
919 $318M
ASML
Asml Holding Nv

Technology
100
+ 78.13%
$662.63 - $776.99 $66.3K - $77.7K
228 $151M
Brookfield Corp Cl A LTD Vt Sh
1.1K
+ 533.01%
N/A
1.3K $68.3M
GHC
Graham Holdings CO

Consumer Defensive
50
New
$854.34 - $983.77 $42.7K - $49.2K
50 $48M
CSCO
Cisco Systems, Inc.

Technology
683
+ 29.28%
$58.74 - $64.87 $40.1K - $44.3K
3.02K $186M
NVO
Novo Nordisk A S

Healthcare
1.8K
+ 38.2%
$69.3 - $90.95 $125K - $164K
6.51K $452M
HON
Honeywell International Inc

Industrials
222
+ 453.06%
$202.75 - $226.52 $45K - $50.3K
271 $57.4M
CVS
Cvs Health Corp

Healthcare
614
+ 584.76%
$44.22 - $68.64 $27.2K - $42.1K
719 $48.7M
CVX
Chevron Corp

Energy
118
+ 15.45%
$146.71 - $167.97 $17.3K - $19.8K
882 $148M
PFE
Pfizer Inc

Healthcare
1.49K
+ 117.26%
$25.01 - $27.13 $37.2K - $40.4K
2.76K $69.9M
VZ
Verizon Communications Inc

Communication Services
621
+ 46.07%
$37.81 - $46.49 $23.5K - $28.9K
1.97K $89.4M
ABT
Abbott Laboratories

Healthcare
163
+ 24.01%
$111.1 - $140.22 $18.1K - $22.9K
842 $112M
T
At&T Inc.

Communication Services
408
+ 12.99%
$21.56 - $28.28 $8.8K - $11.5K
3.55K $100M
MDT
Medtronic PLC

Healthcare
16
+ 0.58%
$79.84 - $94.5 $1.28K - $1.51K
2.76K $248M
MKL
Markel Corp

Financial Services
15
New
$1660.14 - $2059.83 $24.9K - $30.9K
15 $28M
CL
Colgate Palmolive CO

Consumer Defensive
277
+ 41.34%
$85.68 - $97.5 $23.7K - $27K
947 $88.8M
LENB
Lennar Corporation Cl B
255
+ 6375.0%
N/A
259 $28.2M
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.48%
$169.2 - $216.66 $677 - $867
838 $176M
IBM
International Business Machines Corp

Technology
62
+ 15.78%
$217.4 - $264.74 $13.5K - $16.4K
455 $113M
CACC
Credit Acceptance Corp

Financial Services
50
New
$440.44 - $525.64 $22K - $26.3K
50 $25.8M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
61
+ 16.35%
$80.53 - $147.57 $4.91K - $9K
434 $57.4M
GE
General Electric CO

Industrials
12
+ 1.72%
$168.59 - $212.13 $2.02K - $2.55K
709 $142M
L
Loews Corp

Financial Services
274
+ 805.88%
$81.13 - $91.91 $22.2K - $25.2K
308 $28.3M
CNQ
Canadian Natural Resources LTD

Energy
800
+ 104.03%
$26.72 - $32.74 $21.4K - $26.2K
1.57K $48.3M
GILD
Gilead Sciences, Inc.

Healthcare
37
+ 3.63%
$89.14 - $117.41 $3.3K - $4.34K
1.06K $118M
ORCC
Owl Rock Capital Corp

Financial Services
1.62K
New
N/A
1.62K $23.7M
WTM
White Mountains Insurance Group LTD

Financial Services
12
New
$1818.58 - $1983.07 $21.8K - $23.8K
12 $23.1M
KMI
Kinder Morgan, Inc.

Energy
788
+ 927.06%
$26.1 - $31.22 $20.6K - $24.6K
873 $24.9M
MO
Altria Group, Inc.

Consumer Defensive
353
+ 226.28%
$50.81 - $60.02 $17.9K - $21.2K
509 $30.6M
MCD
Mcdonalds Corp

Consumer Cyclical
50
+ 16.67%
$279.74 - $321.29 $14K - $16.1K
350 $109M
Activity Summary
Buys All Purchases 384 New Holdings 101 Increased Positions 283 Sells All Sells 265 Reductions 261 Sold out 4 Options Calls 0 Puts 0
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