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
GILD
Gilead Sciences, Inc.

Healthcare
1.06K
+ 4.58%
$89.14 - $117.41 $94.2K - $124K
24.1K $2.7B
JLL
Jones Lang Lasalle Inc

Real Estate
2.27K
New
$238.0 - $284.76 $541K - $647K
2.27K $564M
STRL
Sterling Construction CO Inc

Industrials
4.97K
New
$108.65 - $200.56 $540K - $997K
4.97K $563M
CWK
Cushman & Wakefield PLC

Real Estate
55K
New
$10.19 - $13.87 $561K - $763K
55K $562M
CLMB
Climb Global Solutions Inc Com
5K
New
N/A
5K $554M
BROS
Dutch Bros Inc.

Consumer Cyclical
8.91K
New
$55.77 - $85.37 $497K - $760K
8.91K $550M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
35.8K
New
$14.59 - $23.31 $522K - $834K
35.8K $522M
LPX
Louisiana Pacific Corp

Industrials
5.55K
New
$89.37 - $118.15 $496K - $656K
5.55K $511M
BYRN
Byrna Technologies Inc.

Industrials
28.1K
New
$16.84 - $34.19 $474K - $962K
28.1K $474M
ZION
Zions Bancorporation, National Association

Financial Services
10.7K
+ 49.21%
$47.0 - $59.03 $502K - $630K
32.4K $1.61B
EVER
Ever Quote, Inc.

Communication Services
7.12K
+ 24.35%
$17.84 - $29.71 $127K - $212K
36.4K $953M
JNJ
Johnson & Johnson

Healthcare
133
+ 0.95%
$142.06 - $167.7 $18.9K - $22.3K
14.1K $2.33B
BKE
Buckle Inc

Consumer Cyclical
7.93K
New
$35.15 - $51.65 $279K - $409K
7.93K $304M
NRG
Nrg Energy, Inc.

Utilities
1.51K
+ 8.88%
$84.82 - $113.33 $128K - $171K
18.5K $1.77B
LRN
Stride, Inc.

Consumer Defensive
824
+ 15.11%
$106.34 - $142.28 $87.6K - $117K
6.28K $794M
T
At&T Inc.

Communication Services
7.31K
New
$21.56 - $28.28 $158K - $207K
7.31K $207M
IDCC
Inter Digital, Inc.

Communication Services
766
+ 25.46%
$171.68 - $225.72 $132K - $173K
3.78K $780M
MCD
Mcdonalds Corp

Consumer Cyclical
245
+ 4.75%
$279.74 - $321.29 $68.5K - $78.7K
5.41K $1.69B
KR
Kroger CO

Consumer Defensive
795
+ 3.86%
$58.36 - $67.72 $46.4K - $53.8K
21.4K $1.45B
EAT
Brinker International, Inc

Consumer Cyclical
723
+ 17.22%
$133.46 - $189.14 $96.5K - $137K
4.92K $734M
TSN
Tyson Foods, Inc.

Consumer Defensive
770
+ 3.87%
$54.27 - $63.81 $41.8K - $49.1K
20.6K $1.32B
Dave Inc
2.23K
+ 37.92%
N/A
8.1K $670M
FTI
Technip Fmc PLC

Energy
3.08K
+ 13.86%
$25.3 - $32.57 $77.9K - $100K
25.3K $802M
WEC
Wec Energy Group, Inc.

Utilities
270
+ 3.65%
$92.12 - $108.98 $24.9K - $29.4K
7.67K $836M
SBUX
Starbucks Corp

Consumer Cyclical
648
+ 6.55%
$91.75 - $115.81 $59.5K - $75K
10.5K $1.03B
VEU
Vanguard Ftse All World Ex Us

ETFs
1.58K
+ 20.58%
$56.51 - $62.98 $89.2K - $99.4K
9.25K $561M
EVRG
Evergy, Inc.

Utilities
386
+ 3.15%
$59.9 - $69.52 $23.1K - $26.8K
12.6K $872M
CRM
Salesforce, Inc.

Technology
768
+ 55.25%
$268.36 - $359.95 $206K - $276K
2.16K $579M
NUE
Nucor Corp

Basic Materials
604
+ 6.85%
$114.48 - $142.52 $69.1K - $86.1K
9.42K $1.13B
CXW
Core Civic, Inc.

Real Estate
6.93K
+ 26.24%
$18.02 - $23.05 $125K - $160K
33.3K $676M
Talen Energy Corp
535
+ 19.22%
N/A
3.32K $663M
JCI
Johnson Controls International PLC

Industrials
892
+ 5.28%
$76.12 - $90.6 $67.9K - $80.8K
17.8K $1.43B
DORM
Dorman Products, Inc.

Consumer Cyclical
1.07K
+ 24.58%
$120.54 - $134.79 $129K - $144K
5.43K $655M
NSC
Norfolk Southern Corp

Industrials
312
+ 5.83%
$227.69 - $259.76 $71K - $81K
5.66K $1.34B
Arista Networks Inc
35.8K
+ 43.98%
N/A
117K $9.08B
GD
General Dynamics Corp

Industrials
105
+ 2.25%
$241.94 - $272.58 $25.4K - $28.6K
4.78K $1.3B
HWKN
Hawkins Inc

Basic Materials
1.29K
+ 28.06%
$101.28 - $122.97 $131K - $159K
5.9K $625M
PG
Procter & Gamble CO

Consumer Defensive
220
+ 4.37%
$158.56 - $176.26 $34.9K - $38.8K
5.26K $896M
XLRE
Select Sector Spdr Tr Real Est

ETFs
636
+ 3.57%
$39.18 - $43.52 $24.9K - $27.7K
18.4K $772M
MRK
Merck & Co., Inc.

Healthcare
1.5K
+ 16.35%
$83.01 - $101.02 $124K - $151K
10.7K $958M
CVX
Chevron Corp

Energy
23
+ 1.35%
$146.71 - $167.97 $3.37K - $3.86K
1.73K $290M
VZ
Verizon Communications Inc

Communication Services
75
+ 1.42%
$37.81 - $46.49 $2.84K - $3.49K
5.35K $243M
CALM
Cal Maine Foods Inc

Consumer Defensive
856
+ 15.16%
$80.87 - $115.8 $69.2K - $99.1K
6.5K $591M
TFC
Truist Financial Corp

Financial Services
1.76K
+ 6.18%
$39.48 - $48.15 $69.3K - $84.5K
30.2K $1.24B
Celestica Inc
1.04K
+ 17.59%
N/A
6.92K $545M
NTRS
Northern Trust Corp

Financial Services
244
+ 3.41%
$96.09 - $113.81 $23.4K - $27.8K
7.4K $730M
SKYW
Skywest Inc

Industrials
767
+ 13.69%
$81.46 - $120.92 $62.5K - $92.7K
6.37K $556M
SCHA
Schwab Strategic Tr Us Small C

ETFs
312
+ 2.19%
$23.16 - $27.04 $7.23K - $8.44K
14.6K $342M
OMC
Omnicom Group Inc.

Communication Services
55
+ 0.47%
$79.43 - $88.34 $4.37K - $4.86K
11.7K $972M
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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