Sierra Summit Advisors LLC Portfolio Holdings

Sierra Summit Advisors LLC

  • $462 Billion
  • Q1 2025

Sierra Summit Advisors LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $462 Billion distributed in 177 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.7B, Nvidia Corp with a value of $23.7B, Alphabet Inc. with a value of $15.6B, Amazon Com Inc with a value of $14.8B, and Netflix Inc with a value of $12.7B.

Examining the 13F form we can see an decrease of $36.4B in the current position value, from $498B to 462B.

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 $462 Billion
Technology: $117 Billion
Consumer Cyclical: $69.7 Billion
Healthcare: $65.1 Billion
Financial Services: $62.4 Billion
Communication Services: $46.5 Billion
Industrials: $35 Billion
ETFs: $13.9 Billion
Consumer Defensive: $11.2 Billion
Other: $14.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$221B
$1.69 Billion 0.37% of portfolio
5,405
Q1 2025 Added 4.75%
$7.45B
$1.61 Billion 0.35% of portfolio
32,380
Q1 2025 Added 49.21%
$46.4B
$1.55 Billion 0.34% of portfolio
14,850
Q1 2025 Added 3.46%
$284B
$1.57 Billion 0.34% of portfolio
2,989
Q1 2025 Reduced 10.02%
$95.6B
$1.49 Billion 0.32% of portfolio
5,622
Q4 2023 New
$42.8B
$1.49 Billion 0.32% of portfolio
32,530
Q1 2025 Reduced 87.98%
$70.9B
$1.43 Billion 0.31% of portfolio
17,793
Q1 2025 Added 5.28%
$46.8B
$1.45 Billion 0.31% of portfolio
21,377
Q1 2025 Added 3.86%
$71.8B
$1.42 Billion 0.31% of portfolio
23,801
Q1 2025 Added 166.29%
$210B
$1.38 Billion 0.3% of portfolio
2,524
Q1 2025 Reduced 1.02%
$16.1B
$1.32 Billion 0.29% of portfolio
20,647
Q1 2025 Added 3.87%
$58.6B
$1.34 Billion 0.29% of portfolio
5,660
Q1 2025 Added 5.83%
$1.1T
$1.31 Billion 0.28% of portfolio
8,370
Q3 2024 Added 61.9%
$76.2B
$1.3 Billion 0.28% of portfolio
4,777
Q1 2025 Added 2.25%
$54B
$1.24 Billion 0.27% of portfolio
30,159
Q1 2025 Added 6.18%
$11.6B
$1.21 Billion 0.26% of portfolio
33,409
Q1 2025 Reduced 3.09%
$3.51T
$1.06 Billion 0.23% of portfolio
2,832
Q1 2025 Reduced 35.52%
$23.9B
$1.01 Billion 0.22% of portfolio
14,153
Q1 2025 Added 109.55%
$99.4B
$1.03 Billion 0.22% of portfolio
10,548
Q1 2025 Added 6.55%
$18.5B
$993 Million 0.22% of portfolio
5,017
Q1 2025 Reduced 1.14%
$313B
$1.01 Billion 0.22% of portfolio
14,051
Q1 2025 New
$206B
$958 Million 0.21% of portfolio
10,670
Q1 2025 Added 16.35%
$639M
$953 Million 0.21% of portfolio
36,379
Q1 2025 Added 24.35%
$14.9B
$972 Million 0.21% of portfolio
11,723
Q1 2025 Added 0.47%
$386B
$896 Million 0.19% of portfolio
5,259
Q1 2025 Added 4.37%
$177B
$874 Million 0.19% of portfolio
4,862
Q1 2025 New
$15.6B
$872 Million 0.19% of portfolio
12,640
Q1 2025 Added 3.15%
$27.7B
$841 Million 0.18% of portfolio
4,585
Q1 2025 New
$23.5B
$838 Million 0.18% of portfolio
3,704
Q4 2024 Reduced 16.93%
$33.3B
$836 Million 0.18% of portfolio
7,672
Q1 2025 Added 3.65%
$52.3B
$809 Million 0.18% of portfolio
7,403
Q1 2025 Reduced 0.05%
$199B
$828 Million 0.18% of portfolio
8,057
Q1 2025 Reduced 18.24%
$0
$772 Million 0.17% of portfolio
18,438
Q1 2025 Added 3.57%
$442B
$798 Million 0.17% of portfolio
1
Q1 2025 New
$11.5B
$792 Million 0.17% of portfolio
3,590
Q1 2025 Reduced 91.23%
$21.6B
$807 Million 0.17% of portfolio
36,544
Q1 2025 Reduced 0.02%
$16.7B
$780 Million 0.17% of portfolio
13,780
Q1 2025 New
$14.4B
$802 Million 0.17% of portfolio
25,302
Q1 2025 Added 13.86%
$6.57B
$780 Million 0.17% of portfolio
3,775
Q1 2025 Added 25.46%
$6.08B
$794 Million 0.17% of portfolio
6,276
Q1 2025 Added 15.11%
$709M
$737 Million 0.16% of portfolio
25,031
Q1 2025 New
$202B
$719 Million 0.16% of portfolio
2,305
Q4 2024 Reduced 6.87%
$10.7B
$756 Million 0.16% of portfolio
13,862
Q1 2025 New
$204B
$751 Million 0.16% of portfolio
5,672
Q1 2025 New
Blackrock Inc
-
$733 Million 0.16% of portfolio
-
Q1 2025 Reduced 8.4%
$7.46B
$734 Million 0.16% of portfolio
4,922
Q1 2025 Added 17.22%
$479B
$724 Million 0.16% of portfolio
5,180
Q1 2025 Reduced 7.57%
$22.9B
$730 Million 0.16% of portfolio
7,404
Q1 2025 Added 3.41%
$4.26B
$710 Million 0.15% of portfolio
18,621
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 177
  • Current Value $462 Billion
  • Prior Value $498 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 54 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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