Sierra Summit Advisors LLC Portfolio Holdings

Sierra Summit Advisors LLC

  • $498 Billion
  • Q4 2024

Sierra Summit Advisors LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $498 Billion distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $29.2B, Apple Inc. with a value of $27.2B, Alphabet Inc. with a value of $19.3B, Tesla, Inc. with a value of $18.7B, and Amazon Com Inc with a value of $17.1B.

Examining the 13F form we can see an increase of $62.9B in the current position value, from $435B to 498B.

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 $498 Billion
Technology: $147 Billion
Consumer Cyclical: $76.6 Billion
Financial Services: $51.1 Billion
Communication Services: $50.7 Billion
Healthcare: $47.8 Billion
ETFs: $26 Billion
Industrials: $23.7 Billion
Consumer Defensive: $9.16 Billion
Other: $10.7 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$337B
$29.2 Billion 5.87% of portfolio
217,705
Q4 2024 Added 5.38%
$3.88T
$27.2 Billion 5.46% of portfolio
108,615
Q4 2024 Reduced 4.57%
$1.1T
$19.3 Billion 3.87% of portfolio
101,923
Q4 2024 Added 15.05%
$1.12T
$18.7 Billion 3.76% of portfolio
46,399
Q4 2024 Added 57.1%
$2.35T
$17.1 Billion 3.43% of portfolio
77,785
Q4 2024 Added 3.83%
$1.64T
$16.3 Billion 3.26% of portfolio
27,760
Q4 2024 Added 7.78%
$209B
$11.2 Billion 2.25% of portfolio
21,449
Q4 2024 Reduced 0.02%
$464B
$9.64 Billion 1.94% of portfolio
10,811
Q4 2024 Added 24.09%
$1.05T
$8.54 Billion 1.71% of portfolio
43,223
Q4 2024 New
$828B
$8.38 Billion 1.68% of portfolio
10,856
Q4 2024 Added 19.44%
$316B
$6.48 Billion 1.3% of portfolio
76,444
Q4 2024 New
$209B
$4.89 Billion 0.98% of portfolio
9,405
Q4 2024 Added 9.82%
$232B
$3.18 Billion 0.64% of portfolio
14,454
Q4 2024 Added 29.87%
$811B
$3.12 Billion 0.63% of portfolio
13,004
Q4 2024 Reduced 7.89%
$342B
$2.79 Billion 0.56% of portfolio
15,687
Q4 2024 Added 15.89%
$422B
$2.11 Billion 0.42% of portfolio
5,426
Q4 2024 Added 31.06%
$411B
$2.01 Billion 0.4% of portfolio
13,927
Q4 2024 Added 23.85%
$3.06T
$1.85 Billion 0.37% of portfolio
4,392
Q4 2024 Reduced 82.44%
$497B
$1.68 Billion 0.34% of portfolio
3,322
Q4 2024 Reduced 12.19%
$1.14T
$1.59 Billion 0.32% of portfolio
8,370
Q3 2024 Added 61.9%
$228B
$1.5 Billion 0.3% of portfolio
5,160
Q4 2024 Added 153.94%
$222B
$1.46 Billion 0.29% of portfolio
2,550
Q4 2024 Added 76.1%
$372B
$1.25 Billion 0.25% of portfolio
28,411
Q4 2024 Added 16.12%
$469B
$934 Million 0.19% of portfolio
5,604
Q4 2024 Reduced 2.89%
$214B
$912 Million 0.18% of portfolio
9,171
Q4 2024 Added 32.15%
$405B
$845 Million 0.17% of portfolio
5,039
Q4 2024 New
$245B
$811 Million 0.16% of portfolio
2,305
Q4 2024 Reduced 6.87%
$451B
$664 Million 0.13% of portfolio
6,173
Q4 2024 Added 28.02%
$285B
$434 Million 0.09% of portfolio
4,800
Q1 2024 Added 200.0%
$330B
$465 Million 0.09% of portfolio
1,390
Q3 2024 Reduced 95.86%
$231B
$396 Million 0.08% of portfolio
3,500
Q1 2024 Reduced 8.47%
$299B
$370 Million 0.07% of portfolio
5,268
Q3 2024 Reduced 28.82%
$581B
$307 Million 0.06% of portfolio
972
Q4 2024 Reduced 46.36%
$305B
$248 Million 0.05% of portfolio
1,710
Q4 2024 Reduced 20.47%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $498 Billion
  • Prior Value $435 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 41 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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