Sierra Summit Advisors LLC Purchases in Q3 2024

Sierra Summit Advisors LLC

  • $435 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTI
Technip Fmc PLC

Energy
401K
New
$23.46 - $29.5 $9.4M - $11.8M
401K $10.5B
LRCX
Lam Research Corp

Technology
12.2K
New
$731.56 - $1127.3 $8.92M - $13.7M
12.2K $9.95B
CRBG
Corebridge Financial, Inc.

Financial Services
296K
New
$24.9 - $30.12 $7.36M - $8.9M
296K $8.62B
IWM
Ishares Russell 2000 ETF

ETFs
31.7K
+ 58.5%
$200.87 - $224.6 $6.37M - $7.12M
85.9K $19B
VRT
Vertiv Holdings CO

Industrials
74.5K
New
$86.66 - $86.66 $6.46M - $6.46M
74.5K $7.42B
BX
Blackstone Inc.

Financial Services
42.2K
+ 138.65%
$120.77 - $159.66 $5.1M - $6.74M
72.6K $11.1B
STZ
Constellation Brands, Inc.

Consumer Defensive
27.9K
New
$236.42 - $259.82 $6.59M - $7.24M
27.9K $7.18B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
16.9K
New
$320.55 - $412.94 $5.42M - $6.98M
16.9K $6.57B
CSX
Csx Corp

Industrials
189K
New
$32.48 - $35.45 $6.14M - $6.7M
189K $6.52B
AAPL
Apple Inc.

Technology
6.45K
+ 6.01%
$207.23 - $234.82 $1.34M - $1.51M
114K $26.5B
META
Meta Platforms, Inc.

Communication Services
3.27K
+ 14.55%
$453.41 - $572.44 $1.48M - $1.87M
25.8K $14.7B
FSLR
First Solar, Inc.

Technology
8.2K
+ 18.27%
$205.36 - $255.78 $1.68M - $2.1M
53.1K $13.2B
Quanta Svcs Inc
1.77K
+ 5.24%
N/A
35.5K $10.6B
NVDA
Nvidia Corp

Technology
18K
+ 9.57%
$98.91 - $134.91 $1.78M - $2.43M
207K $25.1B
TGT
Target Corp

Consumer Defensive
11.1K
New
$133.47 - $159.25 $1.48M - $1.77M
11.1K $1.73B
PFE
Pfizer Inc

Healthcare
30.3K
+ 8.68%
$27.7 - $31.39 $841K - $953K
380K $11B
PTGX
Protagonist Therapeutics, Inc

Healthcare
21.2K
New
$33.72 - $47.33 $714K - $1M
21.2K $953M
IBM
International Business Machines Corp

Technology
2.06K
+ 22.69%
$175.1 - $223.38 $360K - $460K
11.1K $2.46B
AMEH
Apollo Medical Holdings, Inc.

Healthcare
14.8K
New
N/A
14.8K $857M
HSTM
Healthstream Inc

Healthcare
29.1K
New
$27.19 - $30.84 $790K - $896K
29.1K $838M
BKNG
Booking Holdings Inc.

Consumer Cyclical
96
+ 5.57%
$3305.62 - $4268.05 $317K - $410K
1.82K $7.66B
AMD
Advanced Micro Devices Inc

Technology
4.43K
+ 8.69%
$128.67 - $183.96 $570K - $815K
55.5K $9.1B
ADUS
Addus Home Care Corp

Healthcare
6.09K
New
$116.16 - $133.58 $707K - $814K
6.09K $810M
MSFT
Microsoft Corp

Technology
2.71K
+ 12.17%
$395.15 - $467.56 $1.07M - $1.27M
25K $10.8B
TMO
Thermo Fisher Scientific Inc.

Healthcare
351
+ 4.27%
$531.86 - $624.21 $187K - $219K
8.56K $5.3B
AVGO
Broadcom Inc.

Technology
16.9K
+ 1116.4%
$136.27 - $1745.86 $2.31M - $29.6M
18.5K $3.19B
CMI
Cummins Inc

Industrials
1.31K
+ 25.58%
$266.63 - $326.4 $350K - $429K
6.45K $2.09B
JPM
Jpmorgan Chase & CO

Financial Services
2.39K
+ 20.38%
$194.9 - $224.8 $466K - $537K
14.1K $2.98B
ABBV
Abb Vie Inc.

Healthcare
1.44K
+ 11.9%
$163.84 - $199.33 $236K - $287K
13.5K $2.67B
PANW
Palo Alto Networks Inc

Technology
1.27K
+ 3.72%
$294.18 - $368.01 $373K - $467K
35.4K $12.1B
UNH
Unitedhealth Group Inc

Healthcare
469
+ 14.15%
$488.01 - $604.18 $229K - $283K
3.78K $2.21B
ORCL
Oracle Corp

Technology
2.49K
+ 75.62%
$125.9 - $170.35 $313K - $423K
5.77K $983M
HD
Home Depot, Inc.

Consumer Cyclical
726
+ 21.27%
$333.64 - $405.2 $242K - $294K
4.14K $1.68B
JNJ
Johnson & Johnson

Healthcare
2.05K
+ 22.29%
$145.48 - $167.38 $298K - $343K
11.2K $1.82B
NFLX
Netflix Inc

Communication Services
238
+ 2.81%
$598.55 - $722.26 $142K - $172K
8.71K $6.18B
GOOG
Alphabet Inc.

Communication Services
3.2K
+ 61.9%
$149.54 - $192.66 $479K - $617K
8.37K $1.4B
BELFA
Bel Fuse Inc

Technology
4.24K
New
$79.43 - $102.49 $337K - $435K
4.24K $422M
IXC
Ishares Tr Global Energy ETF

ETFs
11K
+ 22.03%
$38.94 - $42.35 $429K - $466K
61K $2.47B
CSCO
Cisco Systems, Inc.

Technology
4.83K
+ 21.28%
$44.74 - $53.22 $216K - $257K
27.6K $1.47B
CB
Chubb LTD

Financial Services
836
+ 19.67%
$252.51 - $292.2 $211K - $244K
5.09K $1.47B
CMCSA
Comcast Corp

Communication Services
7.33K
+ 26.39%
$37.33 - $41.78 $274K - $306K
35.1K $1.47B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10K
New
$33.74 - $37.96 $337K - $380K
10K $376M
GILD
Gilead Sciences, Inc.

Healthcare
2.36K
+ 20.7%
$66.59 - $83.99 $157K - $198K
13.8K $1.15B
NRG
Nrg Energy, Inc.

Utilities
2.64K
+ 26.74%
$68.89 - $91.22 $182K - $241K
12.5K $1.14B
HES
Hess Corp

Energy
2.95K
+ 107.09%
$126.3 - $155.44 $372K - $458K
5.7K $773M
OEF
Ishares S&P 100 ETF

ETFs
1.32K
New
$266.03 - $266.03 $350K - $350K
1.32K $364M
LEN
Lennar Corp

Consumer Cyclical
1.92K
New
$142.5 - $192.45 $274K - $370K
1.92K $360M
STLD
Steel Dynamics Inc

Basic Materials
2.89K
+ 99.55%
N/A
5.79K $730M
GLW
Corning Inc

Technology
4.63K
+ 23.98%
$37.76 - $46.2 $175K - $214K
23.9K $1.08B
Activity Summary
Buys All Purchases 103 New Holdings 17 Increased Positions 86 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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