Sierra Ocean, LLC Purchases in Q4 2024

Sierra Ocean, LLC

  • $122 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
126K
New
N/A
126K $11.7B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
161K
New
$65.67 - $69.79 $10.6M - $11.2M
161K $10.8B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
85.8K
New
$98.47 - $109.35 $8.45M - $9.38M
85.8K $8.45B
JCPB
J P Morgan Exchange Traded Fd

ETFs
174K
New
$46.07 - $48.17 $8.02M - $8.39M
174K $8.02B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
257K
New
$26.63 - $30.23 $6.84M - $7.76M
257K $6.84B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
69.1K
New
$89.97 - $98.59 $6.22M - $6.82M
69.1K $6.57B
TLT
Ishares Barclays 20+ Year Trea

ETFs
71.4K
New
$87.1 - $98.49 $6.22M - $7.04M
71.4K $6.24B
JEPI
J P Morgan Exchange Traded Fd

ETFs
86.5K
New
$57.53 - $60.83 $4.98M - $5.26M
86.5K $4.98B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
111K
New
$40.26 - $42.88 $4.47M - $4.76M
111K $4.5B
LVHI
Franklin International Low Vol

ETFs
145K
New
$29.98 - $31.57 $4.36M - $4.59M
145K $4.44B
AAPL
Apple Inc.

Technology
9.86K
New
$221.69 - $259.02 $2.19M - $2.55M
9.86K $2.47B
NVDA
Nvidia Corp

Technology
15.3K
New
$117.0 - $148.88 $1.79M - $2.28M
15.3K $2.06B
MSFT
Microsoft Corp

Technology
4.46K
New
$406.35 - $454.46 $1.81M - $2.03M
4.46K $1.88B
IVV
Ishares Core S&P 500 ETF

ETFs
2.68K
New
$570.51 - $610.59 $1.53M - $1.64M
2.68K $1.58B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.43K
New
$521.84 - $558.82 $1.27M - $1.36M
2.43K $1.31B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.76K
New
$442.29 - $483.08 $1.22M - $1.34M
2.76K $1.25B
AMZN
Amazon Com Inc

Consumer Cyclical
4.15K
New
$180.88 - $232.93 $751K - $967K
4.15K $911M
GOOGL
Alphabet Inc.

Communication Services
4.54K
New
$161.86 - $196.66 $735K - $893K
4.54K $860M
VUG
Vanguard Growth ETF

ETFs
1.77K
New
$378.79 - $428.11 $672K - $759K
1.77K $728M
META
Meta Platforms, Inc.

Communication Services
1.11K
New
$554.08 - $632.68 $613K - $700K
1.11K $648M
ORCL
Oracle Corp

Technology
3.58K
New
$165.41 - $192.43 $591K - $688K
3.58K $596M
COST
Costco Wholesale Corp

Consumer Defensive
588
New
$873.59 - $994.69 $514K - $585K
588 $539M
VTV
Vanguard Value ETF

ETFs
3.18K
New
$168.32 - $181.87 $535K - $578K
3.18K $538M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
10.5K
New
$49.74 - $50.43 $523K - $530K
10.5K $524M
VEA
Vanguard Ftse Developed Market

ETFs
10.3K
New
$47.57 - $52.44 $488K - $538K
10.3K $491M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
10.9K
New
$40.97 - $42.66 $447K - $465K
10.9K $452M
JPM
Jpmorgan Chase & CO

Financial Services
1.87K
New
$205.18 - $250.29 $384K - $469K
1.87K $449M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.27K
New
$172.07 - $207.36 $390K - $470K
2.27K $448M
TSLA
Tesla, Inc.

Consumer Cyclical
1.09K
New
$213.65 - $479.86 $232K - $522K
1.09K $439M
AVGO
Broadcom Inc.

Technology
1.79K
New
$159.67 - $250.0 $286K - $448K
1.79K $415M
GOOG
Alphabet Inc.

Communication Services
2.15K
New
$163.08 - $198.16 $351K - $427K
2.15K $410M
NVO
Novo Nordisk A S

Healthcare
4.71K
New
$85.0 - $120.04 $400K - $565K
4.71K $405M
RTX
Raytheon Technologies Corp

Industrials
3.49K
New
$114.45 - $127.21 $400K - $444K
3.49K $404M
LLY
Eli Lilly & CO

Healthcare
503
New
$727.2 - $932.06 $366K - $469K
503 $389M
DIS
Walt Disney CO

Communication Services
3.43K
New
$92.39 - $117.6 $317K - $403K
3.43K $382M
IOO
Ishares Tr Global 100 ETF

ETFs
3.69K
New
$97.46 - $103.45 $359K - $381K
3.69K $372M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
7.6K
New
$47.26 - $48.18 $359K - $366K
7.6K $360M
IYW
Ishares Dj Us Tech ETF

ETFs
2.25K
New
$148.14 - $166.23 $334K - $374K
2.25K $359M
HD
Home Depot, Inc.

Consumer Cyclical
914
New
$385.02 - $431.37 $352K - $394K
914 $356M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.71K
New
$201.32 - $217.44 $344K - $372K
1.71K $354M
OEF
Ishares S&P 100 ETF

ETFs
1.11K
New
N/A
1.11K $320M
PG
Procter & Gamble CO

Consumer Defensive
1.89K
New
$161.05 - $179.7 $305K - $340K
1.89K $317M
UL
Unilever PLC

Consumer Defensive
5.55K
New
$56.7 - $64.64 $315K - $359K
5.55K $315M
MA
Mastercard Inc

Financial Services
591
New
$491.3 - $536.15 $290K - $317K
591 $311M
V
Visa Inc.

Financial Services
982
New
$273.87 - $320.91 $269K - $315K
982 $311M
RVT
Royce Value Trust, Inc.

Financial Services
19.6K
New
$15.15 - $16.9 $296K - $331K
19.6K $309M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.29K
New
$173.13 - $258.09 $223K - $332K
1.29K $297M
JNJ
Johnson & Johnson

Healthcare
2.04K
New
$143.34 - $165.86 $293K - $339K
2.04K $295M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.35K
New
$113.92 - $127.38 $268K - $299K
2.35K $271M
Activity Summary
Buys All Purchases 1040 New Holdings 1040 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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