Sierra Summit Advisors LLC Incresed Positions in Q3 2025

Sierra Summit Advisors LLC

  • $656 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHOP
Shopify Inc.

Technology
2.02K
+ 1.94%
$112.11 - $157.12 $226K - $317K
106K $15.8B
FSLR
First Solar, Inc.

Technology
151
+ 0.23%
$160.84 - $223.53 $24.3K - $33.8K
64.5K $14.2B
Ge Vernova Inc
1.42K
+ 4.65%
N/A
32K $19.7B
PWR
Quanta Services, Inc.

Industrials
5.74K
+ 20.21%
$372.29 - $421.68 $2.14M - $2.42M
34.1K $14.1B
VRT
Vertiv Holdings CO

Industrials
3.75K
+ 4.27%
N/A
91.6K $13.8B
DHI
Horton D R Inc

Consumer Cyclical
187
+ 0.35%
$129.82 - $184.04 $24.3K - $34.4K
53.6K $9.08B
UNH
Unitedhealth Group Inc

Healthcare
4.07K
+ 161.39%
$237.77 - $353.61 $967K - $1.44M
6.59K $2.27B
SBUX
Starbucks Corp

Consumer Cyclical
15K
+ 139.19%
$81.9 - $96.86 $1.23M - $1.45M
25.8K $2.18B
LLY
Eli Lilly & CO

Healthcare
1.67K
+ 10.29%
$625.65 - $812.69 $1.05M - $1.36M
17.9K $13.7B
SNOW
Snowflake Inc.

Technology
3.61K
+ 6.99%
$191.73 - $241.0 $692K - $870K
55.3K $12.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.03K
+ 27.48%
$617.65 - $666.84 $637K - $688K
4.79K $3.19B
RL
Ralph Lauren Corp

Consumer Cyclical
2.55K
+ 347.95%
$272.1 - $320.75 $693K - $817K
3.28K $1.03B
ABBV
Abb Vie Inc.

Healthcare
109
+ 0.7%
$184.85 - $231.54 $20.1K - $25.2K
15.6K $3.61B
BLD
Top Build Corp

Industrials
1.64K
+ 244.54%
$343.19 - $443.31 $561K - $725K
2.31K $901M
AVGO
Broadcom Inc.

Technology
390
+ 3.85%
$264.74 - $369.57 $103K - $144K
10.5K $3.47B
CMI
Cummins Inc

Industrials
93
+ 1.41%
$327.85 - $426.39 $30.5K - $39.7K
6.69K $2.82B
WMB
Williams Companies, Inc.

Energy
9.33K
+ 38.29%
$56.52 - $64.01 $527K - $597K
33.7K $2.13B
NKE
Nike, Inc.

Consumer Cyclical
8.42K
+ 36.79%
$69.24 - $79.24 $583K - $667K
31.3K $2.18B
LEN
Lennar Corp

Consumer Cyclical
2.96K
+ 26.8%
$107.73 - $142.4 $319K - $422K
14K $1.77B
LRN
Stride, Inc.

Consumer Defensive
3.45K
+ 124.43%
$128.23 - $169.81 $443K - $586K
6.23K $928M
ADM
Archer Daniels Midland CO

Consumer Defensive
6.07K
+ 35.25%
$53.54 - $64.21 $325K - $390K
23.3K $1.39B
JNJ
Johnson & Johnson

Healthcare
172
+ 1.25%
$155.17 - $185.42 $26.7K - $31.9K
13.9K $2.58B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
5.35K
+ 38.8%
$41.53 - $66.18 $222K - $354K
19.1K $1.09B
IDCC
Inter Digital, Inc.

Communication Services
84
+ 2.83%
$221.35 - $349.23 $18.6K - $29.3K
3.05K $1.05B
JPM
Jpmorgan Chase & CO

Financial Services
88
+ 0.83%
$282.78 - $316.06 $24.9K - $27.8K
10.6K $3.35B
Nutex Health Inc
3.68K
+ 81.51%
N/A
8.2K $847M
CAT
Caterpillar Inc

Industrials
60
+ 2.14%
$390.92 - $477.15 $23.5K - $28.6K
2.86K $1.37B
Landbridge Company LLC
7.7K
+ 82.28%
N/A
17.1K $910M
CALM
Cal Maine Foods Inc

Consumer Defensive
3.3K
+ 51.38%
$94.1 - $119.16 $310K - $393K
9.72K $914M
NSC
Norfolk Southern Corp

Industrials
86
+ 1.59%
$259.49 - $300.41 $22.3K - $25.8K
5.49K $1.65B
GD
General Dynamics Corp

Industrials
69
+ 1.48%
$293.92 - $341.0 $20.3K - $23.5K
4.74K $1.62B
HD
Home Depot, Inc.

Consumer Cyclical
85
+ 1.55%
$357.4 - $423.42 $30.4K - $36K
5.55K $2.25B
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.19%
$696.56 - $806.32 $3.48K - $4.03K
2.61K $2.08B
ESOA
Energy Services Of America Corp

Industrials
20.1K
+ 30.8%
$9.21 - $11.21 $185K - $226K
85.5K $884M
BAC
Bank Of America Corp

Financial Services
275
+ 0.62%
$44.92 - $52.42 $12.4K - $14.4K
44.6K $2.3B
IXC
Ishares Tr Global Energy ETF

ETFs
990
+ 1.53%
$39.45 - $42.95 $39.1K - $42.5K
65.8K $2.75B
JCI
Johnson Controls International PLC

Industrials
1.11K
+ 6.39%
$103.24 - $111.73 $114K - $124K
18.4K $2.03B
ZION
Zions Bancorporation, National Association

Financial Services
503
+ 1.55%
$51.2 - $59.15 $25.8K - $29.8K
32.9K $1.86B
PLMR
Palomar Holdings, Inc.

Financial Services
2.84K
+ 67.01%
$112.26 - $148.79 $319K - $423K
7.09K $828M
PKG
Packaging Corp Of America

Consumer Cyclical
77
+ 1.51%
$191.41 - $220.25 $14.7K - $17K
5.18K $1.13B
MRK
Merck & Co., Inc.

Healthcare
820
+ 4.34%
$77.6 - $87.37 $63.6K - $71.6K
19.7K $1.65B
Root Inc
4.1K
+ 74.01%
N/A
9.63K $862M
EVER
Ever Quote, Inc.

Communication Services
7.88K
+ 28.76%
$22.61 - $25.87 $178K - $204K
35.3K $807M
OMC
Omnicom Group Inc.

Communication Services
170
+ 1.48%
$70.41 - $81.53 $12K - $13.9K
11.7K $950M
CVX
Chevron Corp

Energy
654
+ 42.19%
$145.57 - $161.83 $95.2K - $106K
2.2K $342M
Blackrock Inc
11
+ 1.37%
N/A
813 $948M
EVRG
Evergy, Inc.

Utilities
183
+ 1.49%
$67.73 - $76.02 $12.4K - $13.9K
12.5K $950M
LMT
Lockheed Martin Corp

Industrials
40
+ 1.83%
$410.74 - $499.21 $16.4K - $20K
2.23K $1.11B
WEC
Wec Energy Group, Inc.

Utilities
130
+ 1.7%
$103.66 - $114.59 $13.5K - $14.9K
7.79K $893M
Activity Summary
Buys All Purchases 113 New Holdings 44 Increased Positions 69 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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