Sierra Summit Advisors LLC Incresed Positions in Q1 2025

Sierra Summit Advisors LLC

  • $462 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
2.81K
+ 25.96%
$828.4 - $1058.6 $2.32M - $2.97M
13.6K $12.7B
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
WMB
Williams Companies, Inc.

Energy
14.9K
+ 166.29%
$54.02 - $61.09 $803K - $908K
23.8K $1.42B
BMY
Bristol Myers Squibb CO

Healthcare
11.3K
+ 64.31%
$53.9 - $63.11 $608K - $712K
28.8K $1.76B
BAC
Bank Of America Corp

Financial Services
16.2K
+ 57.15%
$39.61 - $47.74 $643K - $775K
44.6K $1.86B
GILD
Gilead Sciences, Inc.

Healthcare
1.06K
+ 4.58%
$89.14 - $117.41 $94.2K - $124K
24.1K $2.7B
ZION
Zions Bancorporation, National Association

Financial Services
10.7K
+ 49.21%
$47.0 - $59.03 $502K - $630K
32.4K $1.61B
SRE
Sempra Energy

Utilities
7.4K
+ 109.55%
$67.85 - $87.67 $502K - $649K
14.2K $1.01B
EVER
Ever Quote, Inc.

Communication Services
7.12K
+ 24.35%
$17.84 - $29.71 $127K - $212K
36.4K $953M
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
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
VUG
Vanguard Growth ETF

ETFs
64
+ 4.05%
$369.1 - $427.61 $23.6K - $27.4K
1.65K $610M
HD
Home Depot, Inc.

Consumer Cyclical
171
+ 3.15%
$347.25 - $424.87 $59.4K - $72.7K
5.6K $2.05B
CYRX
Cryoport, Inc.

Industrials
2.15K
+ 5.01%
$4.7 - $8.82 $10.1K - $19K
45.1K $274M
TGT
Target Corp

Consumer Defensive
496
+ 3.46%
$103.65 - $142.5 $51.4K - $70.7K
14.9K $1.55B
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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