Sierra Summit Advisors LLC Reduced Holdings in Q2 2025

Sierra Summit Advisors LLC

  • $562 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSX
Boston Scientific Corp

Healthcare
-85K
- 97.62%
$89.7 - $107.41 $7.62M - $9.13M
2.08K $223M
DOCS
Doximity, Inc.

Healthcare
-146K
- 96.34%
$50.71 - $61.34 $7.41M - $8.97M
5.56K $341M
Arista Networks Inc
-40.1K
- 34.19%
N/A
77.2K $7.89B
UNH
Unitedhealth Group Inc

Healthcare
-469
- 15.69%
$274.35 - $599.47 $129K - $281K
2.52K $786M
RL
Ralph Lauren Corp

Consumer Cyclical
-2.86K
- 79.61%
$182.34 - $286.22 $521K - $818K
732 $201M
IBM
International Business Machines Corp

Technology
-3.89K
- 27.17%
$221.03 - $294.78 $859K - $1.15M
10.4K $3.07B
LRN
Stride, Inc.

Consumer Defensive
-3.5K
- 55.78%
$124.45 - $160.72 $436K - $563K
2.78K $403M
EVER
Ever Quote, Inc.

Communication Services
-8.98K
- 24.68%
$20.21 - $26.71 $181K - $240K
27.4K $663M
CB
Chubb LTD

Financial Services
-693
- 11.51%
$274.32 - $302.46 $190K - $210K
5.33K $1.54B
JNJ
Johnson & Johnson

Healthcare
-295
- 2.1%
$146.36 - $159.82 $43.2K - $47.1K
13.8K $2.1B
MCD
Mcdonalds Corp

Consumer Cyclical
-273
- 5.05%
$285.55 - $321.23 $78K - $87.7K
5.13K $1.5B
PFE
Pfizer Inc

Healthcare
-6.51K
- 31.86%
$21.59 - $24.84 $141K - $162K
13.9K $337M
OMC
Omnicom Group Inc.

Communication Services
-242
- 2.06%
$69.22 - $79.77 $16.8K - $19.3K
11.5K $826M
STLD
Steel Dynamics Inc

Basic Materials
-1.2K
- 27.58%
N/A
3.14K $402M
AVGO
Broadcom Inc.

Technology
-7.33K
- 41.96%
$146.29 - $275.65 $1.07M - $2.02M
10.1K $2.8B
IDCC
Inter Digital, Inc.

Communication Services
-810
- 21.46%
$183.37 - $234.7 $149K - $190K
2.97K $665M
DHI
Horton D R Inc

Consumer Cyclical
-1.52K
- 2.77%
$115.1 - $129.63 $175K - $197K
53.4K $6.88B
MSFT
Microsoft Corp

Technology
-867
- 30.61%
$354.56 - $497.45 $307K - $431K
1.97K $977M
CVX
Chevron Corp

Energy
-183
- 10.56%
$133.73 - $168.51 $24.5K - $30.8K
1.55K $222M
GILD
Gilead Sciences, Inc.

Healthcare
-318
- 1.32%
$96.91 - $113.0 $30.8K - $35.9K
23.8K $2.64B
AEP
American Electric Power CO Inc

Utilities
-141
- 1.9%
$98.59 - $109.11 $13.9K - $15.4K
7.26K $754M
PEP
Pepsico Inc

Consumer Defensive
-50
- 1.96%
$128.02 - $151.37 $6.4K - $7.57K
2.51K $331M
HD
Home Depot, Inc.

Consumer Cyclical
-129
- 2.3%
$335.24 - $380.78 $43.2K - $49.1K
5.47K $2B
XLRE
Select Sector Spdr Tr Real Est

ETFs
-885
- 4.8%
$37.08 - $42.26 $32.8K - $37.4K
17.6K $727M
WEC
Wec Energy Group, Inc.

Utilities
-10
- 0.13%
$102.24 - $109.76 $1.02K - $1.1K
7.66K $798M
PSTG
Pure Storage, Inc.

Technology
-2.17K
- 32.55%
$37.18 - $57.58 $80.7K - $125K
4.5K $259M
EVRG
Evergy, Inc.

Utilities
-323
- 2.56%
$64.06 - $69.64 $20.7K - $22.5K
12.3K $849M
NUE
Nucor Corp

Basic Materials
-832
- 8.84%
$103.22 - $131.43 $85.9K - $109K
8.59K $1.11B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-435
- 10.06%
$144.63 - $179.53 $62.9K - $78.1K
3.89K $640M
MELI
Mercadolibre Inc

Consumer Cyclical
-1.42K
- 25.35%
$1794.73 - $2613.63 $2.54M - $3.7M
4.17K $10.9B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-192
- 3.17%
$90.56 - $109.49 $17.4K - $21K
5.86K $641M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-732
- 5.02%
$20.42 - $25.3 $14.9K - $18.5K
13.9K $351M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-220
- 2.4%
$19.6 - $24.44 $4.31K - $5.38K
8.95K $219M
EAT
Brinker International, Inc

Consumer Cyclical
-693
- 14.08%
$128.68 - $181.78 $89.2K - $126K
4.23K $763M
NSC
Norfolk Southern Corp

Industrials
-254
- 4.49%
$206.34 - $257.46 $52.4K - $65.4K
5.41K $1.38B
CME
Cme Group Inc.

Financial Services
-50
- 0.89%
$252.37 - $290.71 $12.6K - $14.5K
5.57K $1.54B
CALM
Cal Maine Foods Inc

Consumer Defensive
-83
- 1.28%
$90.17 - $103.07 $7.48K - $8.55K
6.42K $640M
ORCL
Oracle Corp

Technology
-1.64K
- 31.68%
$122.82 - $218.63 $202K - $359K
3.54K $774M
VIRT
Virtu Financial, Inc.

Financial Services
-1.58K
- 8.46%
$32.82 - $44.79 $51.7K - $70.6K
17K $763M
GD
General Dynamics Corp

Industrials
-106
- 2.22%
$247.68 - $291.66 $26.3K - $30.9K
4.67K $1.36B
RTX
Raytheon Technologies Corp

Industrials
-90
- 1.59%
$113.75 - $148.48 $10.2K - $13.4K
5.58K $815M
VTI
Vanguard Total Stock Market Et

ETFs
-25
- 1.0%
$243.75 - $303.93 $6.09K - $7.6K
2.49K $756M
ZION
Zions Bancorporation, National Association

Financial Services
-27
- 0.08%
$41.39 - $51.94 $1.12K - $1.4K
32.4K $1.68B
KR
Kroger CO

Consumer Defensive
-103
- 0.48%
$64.62 - $74.0 $6.66K - $7.62K
21.3K $1.53B
VUG
Vanguard Growth ETF

ETFs
-66
- 4.01%
$329.49 - $438.4 $21.7K - $28.9K
1.58K $693M
DIS
Walt Disney CO

Communication Services
-150
- 3.07%
$81.72 - $124.01 $12.3K - $18.6K
4.73K $586M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-647
- 11.56%
$416.06 - $551.64 $269K - $357K
4.95K $2.73B
NRG
Nrg Energy, Inc.

Utilities
-6.77K
- 36.53%
$83.61 - $162.67 $566K - $1.1M
11.8K $1.89B
GVA
Granite Construction Inc

Industrials
-62
- 0.79%
$71.89 - $93.51 $4.46K - $5.8K
7.8K $729M
Activity Summary
Buys All Purchases 87 New Holdings 45 Increased Positions 42 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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