Sierra Summit Advisors LLC Purchases in Q1 2025

Sierra Summit Advisors LLC

  • $462 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PWR
Quanta Services, Inc.

Industrials
40.9K
New
$236.71 - $358.03 $9.68M - $14.6M
40.9K $10.4B
SOFI
So Fi Technologies, Inc.

Financial Services
835K
New
$11.18 - $18.03 $9.34M - $15.1M
835K $9.72B
DOCU
Docusign, Inc.

Technology
116K
New
$74.7 - $97.7 $8.67M - $11.3M
116K $9.45B
DOCS
Doximity, Inc.

Healthcare
152K
New
$49.71 - $83.14 $7.54M - $12.6M
152K $8.81B
HOOD
Robinhood Markets, Inc.

Technology
201K
New
$35.63 - $65.28 $7.15M - $13.1M
201K $8.35B
VEEV
Veeva Systems Inc

Healthcare
34.4K
New
$210.58 - $246.8 $7.24M - $8.48M
34.4K $7.96B
DHI
Horton D R Inc

Consumer Cyclical
54.9K
New
$125.29 - $147.65 $6.88M - $8.11M
54.9K $6.98B
NLOK
Norton Life Lock Inc.

Technology
216K
New
N/A
216K $5.73B
Astera Labs Inc
94.8K
New
N/A
94.8K $5.66B
SNOW
Snowflake Inc.

Technology
33.9K
New
$146.16 - $192.78 $4.96M - $6.54M
33.9K $4.96B
UAL
United Airlines Holdings, Inc.

Industrials
58.7K
New
$69.05 - $110.52 $4.05M - $6.48M
58.7K $4.05B
MDB
Mongo Db, Inc.

Technology
21.4K
New
$175.4 - $298.52 $3.75M - $6.38M
21.4K $3.75B
NFLX
Netflix Inc

Communication Services
2.81K
+ 25.96%
$828.4 - $1058.6 $2.32M - $2.97M
13.6K $12.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.6K
New
$468.34 - $539.52 $2.62M - $3.02M
5.6K $2.63B
MELI
Mercadolibre Inc

Consumer Cyclical
419
+ 8.12%
$1739.0 - $2260.0 $729K - $947K
5.58K $10.9B
LLY
Eli Lilly & CO

Healthcare
719
+ 6.62%
$725.72 - $929.72 $522K - $668K
11.6K $9.56B
KO
Coca Cola CO

Consumer Defensive
14.1K
New
$60.81 - $72.32 $854K - $1.02M
14.1K $1.01B
WMB
Williams Companies, Inc.

Energy
14.9K
+ 166.29%
$54.02 - $61.09 $803K - $908K
23.8K $1.42B
TXN
Texas Instruments Inc

Technology
4.86K
New
N/A
4.86K $874M
STZ
Constellation Brands, Inc.

Consumer Defensive
4.59K
New
$161.05 - $222.93 $738K - $1.02M
4.59K $841M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798M
FOXA
Fox Corp

Communication Services
13.8K
New
$47.9 - $58.0 $660K - $799K
13.8K $780M
BMY
Bristol Myers Squibb CO

Healthcare
11.3K
+ 64.31%
$53.9 - $63.11 $608K - $712K
28.8K $1.76B
PPC
Pilgrims Pride Corp

Consumer Defensive
13.9K
New
$44.52 - $55.93 $617K - $775K
13.9K $756M
RTX
Raytheon Technologies Corp

Industrials
5.67K
New
$114.1 - $135.66 $647K - $769K
5.67K $751M
UFCS
United Fire Group Inc

Financial Services
25K
New
$24.78 - $29.72 $620K - $744K
25K $737M
VIRT
Virtu Financial, Inc.

Financial Services
18.6K
New
$34.19 - $40.96 $637K - $763K
18.6K $710M
VTI
Vanguard Total Stock Market Et

ETFs
2.51K
New
$271.18 - $303.12 $681K - $761K
2.51K $690M
MPTI
M Tron Industries, Inc.

Technology
15K
New
$35.0 - $59.29 $526K - $890K
15K $669M
AGX
Argan Inc

Industrials
5.09K
New
$104.05 - $185.35 $529K - $943K
5.09K $667M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
4.33K
New
$132.75 - $177.12 $574K - $766K
4.33K $660M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
26.5K
New
$19.53 - $25.74 $517K - $682K
26.5K $642M
CORT
Corcept Therapeutics Inc

Healthcare
5.55K
New
$49.85 - $114.22 $277K - $634K
5.55K $634M
VCTR
Victory Capital Holdings, Inc.

Financial Services
10.9K
New
$55.84 - $70.58 $611K - $773K
10.9K $634M
NTGR
Netgear, Inc.

Technology
25.9K
New
$22.11 - $30.91 $572K - $800K
25.9K $633M
CRS
Carpenter Technology Corp

Industrials
3.47K
New
$172.39 - $212.53 $598K - $737K
3.47K $628M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
8.27K
New
$70.74 - $89.0 $585K - $736K
8.27K $623M
WSM
Williams Sonoma Inc

Consumer Cyclical
3.92K
New
$158.1 - $217.71 $620K - $854K
3.92K $620M
BAC
Bank Of America Corp

Financial Services
16.2K
+ 57.15%
$39.61 - $47.74 $643K - $775K
44.6K $1.86B
ESOA
Energy Services Of America Corp

Industrials
63.3K
New
$9.07 - $14.66 $574K - $928K
63.3K $598M
MATX
Matson, Inc.

Industrials
4.64K
New
$127.06 - $149.06 $590K - $692K
4.64K $595M
GVA
Granite Construction Inc

Industrials
7.86K
New
$70.98 - $94.81 $558K - $745K
7.86K $593M
BFH
Bread Financial Holdings, Inc.

Financial Services
11.8K
New
$46.51 - $65.07 $548K - $767K
11.8K $590M
JHG
Janus Henderson Group PLC

Financial Services
16.2K
New
$35.98 - $45.94 $585K - $746K
16.2K $587M
Sezzle Inc
16.8K
New
N/A
16.8K $587M
ENVA
Enova International, Inc.

Financial Services
6.06K
New
$87.18 - $116.49 $528K - $706K
6.06K $585M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
6.08K
New
$93.57 - $120.35 $569K - $732K
6.08K $582M
FIX
Comfort Systems Usa Inc

Industrials
1.8K
New
$313.26 - $550.27 $564K - $992K
1.8K $581M
PJT
Pjt Partners Inc.

Financial Services
4.2K
New
$135.97 - $177.59 $570K - $745K
4.2K $578M
Activity Summary
Buys All Purchases 110 New Holdings 54 Increased Positions 56 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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