Sierra Ocean, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $127 Billion distributed in 1055 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 $11.8B, Invesco Exchange Traded Fd Tr with a value of $11.5B, J P Morgan Exchange Traded Fd with a value of $8.97B, Invesco Exchange Traded Fd Tr with a value of $8.64B, and Schwab Strategic Tr Us Emergin with a value of $7.52B.
Examining the 13F form we can see an increase of $4.23B in the current position value, from $122B to 127B.
Also it can be appreciated an additional of 101 stocks purchases and 4 closed positions.
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
$127 Billion
ETFs: $91.2 Billion
Technology: $9.72 Billion
Financial Services: $6.87 Billion
Healthcare: $3.76 Billion
Consumer Cyclical: $3.14 Billion
Communication Services: $2.87 Billion
Industrials: $2.86 Billion
Consumer Defensive: $2.26 Billion
Other: $3.13 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
