Sierra Summit Advisors LLC Portfolio Holdings

Sierra Summit Advisors LLC

  • $403 Billion
  • Q2 2024

Sierra Summit Advisors LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $403 Billion distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $23.3B, Apple Inc. with a value of $22.6B, Alphabet Inc. with a value of $15.1B, Amazon Com Inc with a value of $13.7B, and Intuitive Surgical Inc with a value of $12.1B.

Examining the 13F form we can see an increase of $35.6B in the current position value, from $368B to 403B.

Sierra Summit Advisors LLC is based out at Incline Village, NV

Below you can find more details about Sierra Summit Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $403 Billion
Technology: $139 Billion
Healthcare: $65.5 Billion
Consumer Cyclical: $52 Billion
Communication Services: $36.3 Billion
Financial Services: $31.2 Billion
ETFs: $21.6 Billion
Consumer Defensive: $11.6 Billion
Energy: $9.48 Billion
Other: $16 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$371B
$23.3 Billion 5.78% of portfolio
188,541
Q2 2024 Added 762.57%
$3.66T
$22.6 Billion 5.61% of portfolio
107,372
Q2 2024 Reduced 11.0%
$1.08T
$15.1 Billion 3.75% of portfolio
83,042
Q2 2024 Added 2.94%
$2.14T
$13.7 Billion 3.41% of portfolio
71,108
Q2 2024 Added 6.11%
$185B
$12.1 Billion 3.0% of portfolio
27,189
Q2 2024 Added 0.76%
$116B
$11.6 Billion 2.87% of portfolio
34,119
Q2 2024 Added 22.86%
$124B
$11.3 Billion 2.81% of portfolio
147,030
Q2 2024 Added 6.53%
$1.33T
$11.3 Billion 2.81% of portfolio
22,483
Q2 2024 Added 1.48%
$37.7B
$10.5 Billion 2.59% of portfolio
80,598
Q2 2024 Added 112.82%
$17.5B
$10.5 Billion 2.59% of portfolio
33,344
Q2 2024 Added 4.52%
$89.3B
$10.4 Billion 2.58% of portfolio
6,324
Q2 2024 Added 2.55%
$21B
$10.1 Billion 2.51% of portfolio
44,899
Q2 2024 New
$3.17T
$9.97 Billion 2.47% of portfolio
22,296
Q2 2024 Added 2.67%
$154B
$9.78 Billion 2.43% of portfolio
349,690
Q2 2024 Added 4.94%
$21.2B
$9.06 Billion 2.25% of portfolio
53,295
Q2 2024 Added 78.96%
$311B
$8.63 Billion 2.14% of portfolio
33,578
Q2 2024 Added 16.59%
$97.5B
$8.18 Billion 2.03% of portfolio
123,881
Q2 2024 Added 3.88%
$758B
$8.06 Billion 2.0% of portfolio
8,899
Q2 2024 Added 6.7%
$500B
$7.75 Billion 1.92% of portfolio
29,512
Q2 2024 Added 7.26%
$38.6B
$7.62 Billion 1.89% of portfolio
25,498
Q2 2024 Added 43.81%
$2.27B
$7.54 Billion 1.87% of portfolio
132,027
Q2 2024 Added 7.12%
$195B
$6.83 Billion 1.69% of portfolio
1,723
Q2 2024 Added 2.56%
$60.9B
$6.26 Billion 1.55% of portfolio
44,356
Q2 2024 New
$20.2B
$6.01 Billion 1.49% of portfolio
24,050
Q2 2024 New
$15.5B
$5.81 Billion 1.44% of portfolio
65,889
Q2 2024 New
$71.1B
$5.75 Billion 1.43% of portfolio
15,011
Q2 2024 Added 2.28%
$354B
$5.72 Billion 1.42% of portfolio
8,474
Q2 2024 Added 12.64%
$218B
$4.54 Billion 1.13% of portfolio
8,213
Q2 2024 Reduced 38.34%
$938B
$4.2 Billion 1.04% of portfolio
21,213
Q2 2024 New
$125B
$3.77 Billion 0.93% of portfolio
30,429
Q2 2024 New
$159B
$3.1 Billion 0.77% of portfolio
23,298
Q2 2024 New
$74.4B
$2.44 Billion 0.6% of portfolio
1,518
Q2 2024 Added 12.86%
$693B
$2.37 Billion 0.59% of portfolio
11,728
Q2 2024 Reduced 5.05%
$355B
$2.07 Billion 0.51% of portfolio
12,097
Q2 2024 Added 10.56%
$566B
$1.69 Billion 0.42% of portfolio
3,314
Q2 2024 Reduced 76.34%
$194B
$1.6 Billion 0.4% of portfolio
8,047
Q2 2024 Added 12.26%
$192B
$1.57 Billion 0.39% of portfolio
9,072
Q2 2024 Added 12.35%
$50B
$1.42 Billion 0.35% of portfolio
5,136
Q2 2024 Added 12.07%
$410B
$1.34 Billion 0.33% of portfolio
9,195
Q2 2024 Added 7.68%
$409B
$1.18 Billion 0.29% of portfolio
3,414
Q2 2024 Added 52.62%
$195B
$1.09 Billion 0.27% of portfolio
27,762
Q2 2024 Added 8.61%
$79.8B
$1.11 Billion 0.27% of portfolio
5,622
Q4 2023 New
$238B
$1.08 Billion 0.27% of portfolio
22,721
Q2 2024 Added 7.28%
$115B
$1.08 Billion 0.27% of portfolio
4,251
Q2 2024 Added 9.79%
$656M
$963 Million 0.24% of portfolio
69,060
Q2 2024 Added 9.49%
$1.11T
$948 Million 0.24% of portfolio
5,170
Q1 2024 Reduced 8.82%
$172B
$845 Million 0.21% of portfolio
2,704
Q2 2024 Reduced 87.92%
$256B
$863 Million 0.21% of portfolio
6,970
Q2 2024 Added 14.39%
$359B
$808 Million 0.2% of portfolio
20,314
Q2 2024 Added 136.21%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $403 Billion
  • Prior Value $368 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 22 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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