Sierra Summit Advisors LLC Top Holdings and 13F Report (2025) About Sierra Summit Advisors LLCInvestment ActivitySierra Summit Advisors LLC has $497.91 million in total holdings as of December 31, 2024.Sierra Summit Advisors LLC owns shares of 148 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 34.48% of the portfolio was purchased this quarter.About 23.45% of the portfolio was sold this quarter.This quarter, Sierra Summit Advisors LLC has purchased 136 new stocks and bought additional shares in 59 stocks.Sierra Summit Advisors LLC sold shares of 35 stocks and completely divested from 29 stocks this quarter.Largest Holdings NVIDIA $29,235,605Apple $27,199,369Alphabet $19,294,024Tesla $18,737,773Amazon.com $17,065,252 Largest New Holdings this Quarter BLOCK INC $13,454,682 HoldingMarvell Technology $12,251,667 HoldingLAM RESEARCH CORP $11,718,740 HoldingRalph Lauren $9,457,246 HoldingARISTA NETWORKS INC $9,000,458 Holding Largest Purchases this Quarter BLOCK INC 158,309 shares (about $13.45M)Marvell Technology 110,925 shares (about $12.25M)Corning 246,769 shares (about $11.73M)LAM RESEARCH CORP 162,242 shares (about $11.72M)Citigroup 163,743 shares (about $11.53M) Largest Sales this Quarter TechnipFMC 378,332 shares (about $10.95M)Pfizer 359,609 shares (about $9.54M)Microsoft 20,618 shares (about $8.69M)iShares Russell 2000 ETF 25,904 shares (about $5.72M)Advanced Micro Devices 45,602 shares (about $5.51M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSierra Summit Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$29,235,605$1,493,439 ▲5.4%217,7055.9%Computer and TechnologyAAPLApple$27,199,369$1,303,436 ▼-4.6%108,6155.5%Computer and TechnologyGOOGLAlphabet$19,294,024$2,523,558 ▲15.0%101,9233.9%Computer and TechnologyTSLATesla$18,737,773$6,810,762 ▲57.1%46,3993.8%Auto/Tires/TrucksAMZNAmazon.com$17,065,252$629,211 ▲3.8%77,7853.4%Retail/WholesaleMETAMeta Platforms$16,253,758$1,173,948 ▲7.8%27,7603.3%Computer and TechnologyPANWPalo Alto Networks$13,945,233$7,506,214 ▲116.6%76,6392.8%Computer and TechnologyBXBlackstone$13,519,798$999,002 ▲8.0%78,4122.7%FinanceBLOCK INC$13,454,682$13,454,682 ▲New Holding158,3092.7%CL AIWMiShares Russell 2000 ETF$13,250,751$5,723,748 ▼-30.2%59,9692.7%FinanceGLWCorning$12,863,379$11,726,463 ▲1,031.4%270,6942.6%Computer and TechnologyQUANTA SVCS INC$12,538,020$1,318,561 ▲11.8%39,6712.5%COMMRVLMarvell Technology$12,251,667$12,251,667 ▲New Holding110,9252.5%Computer and TechnologyCCitigroup$11,792,719$11,525,870 ▲4,319.3%167,5342.4%FinanceLAM RESEARCH CORP$11,718,740$11,718,740 ▲New Holding162,2422.4%COM NEWISRGIntuitive Surgical$11,195,521$2,610 ▼0.0%21,4492.2%MedicalVRTVertiv$10,581,181$2,112,692 ▲24.9%93,1362.1%Computer and TechnologyBSXBoston Scientific$10,571,022$726,618 ▲7.4%118,3502.1%MedicalCRBGCorebridge Financial$10,130,438$1,282,950 ▲14.5%338,4712.0%FinanceNFLXNetflix$9,636,061$1,870,881 ▲24.1%10,8111.9%Consumer DiscretionaryRLRalph Lauren$9,457,246$9,457,246 ▲New Holding40,9441.9%Consumer DiscretionaryARISTA NETWORKS INC$9,000,458$9,000,458 ▲New Holding81,4301.8%COM SHSGE VERNOVA INC$8,806,114$3,359,033 ▼-27.6%26,7721.8%COMMELIMercadoLibre$8,779,372$629,163 ▲7.7%5,1631.8%Retail/WholesaleFSLRFirst Solar$8,685,991$672,708 ▼-7.2%49,2851.7%Oils/EnergyTSMTaiwan Semiconductor Manufacturing$8,536,111$8,536,111 ▲New Holding43,2231.7%Computer and TechnologyLLYEli Lilly and Company$8,380,832$1,364,124 ▲19.4%10,8561.7%MedicalBKNGBooking$8,252,546$785,010 ▼-8.7%1,6611.7%Retail/WholesaleKLAVIYO INC$7,951,732$7,951,732 ▲New Holding192,8161.6%COM SER ABABAAlibaba Group$6,481,687$6,481,687 ▲New Holding76,4441.3%Retail/WholesaleEMEEMCOR Group$5,550,744$5,550,744 ▲New Holding12,2291.1%ConstructionTMOThermo Fisher Scientific$4,892,764$437,514 ▲9.8%9,4051.0%MedicalAVGOBroadcom$4,749,707$468,781 ▲11.0%20,4871.0%Computer and TechnologyIBMInternational Business Machines$3,177,423$730,715 ▲29.9%14,4540.6%Computer and TechnologyJPMJPMorgan Chase & Co.$3,117,189$267,037 ▼-7.9%13,0040.6%FinanceABBVAbbVie$2,787,580$382,233 ▲15.9%15,6870.6%MedicalINVESCO QQQ TR$2,583,757$157,970 ▼-5.8%5,0540.5%UNIT SER 1IXCiShares Global Energy ETF$2,426,874$97,970 ▲4.2%63,5640.5%ETFCMICummins$2,276,707$28,237 ▲1.3%6,5310.5%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$2,237,068$28,718 ▼-1.3%3,8170.4%FinanceGILDGilead Sciences$2,131,438$859,503 ▲67.6%23,0750.4%MedicalHDHome Depot$2,110,660$500,241 ▲31.1%5,4260.4%Retail/WholesaleCSCOCisco Systems$2,064,956$433,699 ▲26.6%34,8810.4%Computer and TechnologyJNJJohnson & Johnson$2,014,123$387,871 ▲23.9%13,9270.4%MedicalTGTTarget$1,940,374$436,767 ▲29.0%14,3540.4%Retail/WholesaleMSFTMicrosoft$1,851,228$8,690,487 ▼-82.4%4,3920.4%Computer and TechnologyCBChubb$1,757,545$352,006 ▲25.0%6,3610.4%FinanceUNHUnitedHealth Group$1,680,467$233,201 ▼-12.2%3,3220.3%MedicalGOOGAlphabet$1,593,9830.0%8,3700.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,564,803$1,498 ▼-0.1%13,5810.3%ETFNRGNRG Energy$1,536,176$407,614 ▲36.1%17,0270.3%UtilitiesMCDMcDonald's$1,495,833$906,776 ▲153.9%5,1600.3%Retail/WholesaleGSThe Goldman Sachs Group$1,460,181$631,027 ▲76.1%2,5500.3%FinanceJCIJohnson Controls International$1,333,996$1,333,996 ▲New Holding16,9010.3%ConstructionCMECME Group$1,305,5980.0%5,6220.3%FinanceJNPRJuniper Networks$1,291,014$303,495 ▲30.7%34,4730.3%Computer and TechnologyKRKroger$1,258,590$786,756 ▲166.7%20,5820.3%Retail/WholesaleNSCNorfolk Southern$1,255,176$1,255,176 ▲New Holding5,3480.3%TransportationBACBank of America$1,248,664$173,383 ▲16.1%28,4110.3%FinanceTFCTruist Financial$1,232,166$1,232,166 ▲New Holding28,4040.2%FinanceGDGeneral Dynamics$1,231,026$318,296 ▲34.9%4,6720.2%AerospaceAMDAdvanced Micro Devices$1,190,386$5,508,268 ▼-82.2%9,8550.2%Computer and TechnologyZIONZions Bancorporation, National Association$1,177,280$244,722 ▲26.2%21,7010.2%FinancePKGPackaging Co. of America$1,142,535$214,549 ▲23.1%5,0750.2%Industrial ProductsTSNTyson Foods$1,141,735$279,733 ▲32.5%19,8770.2%Consumer StaplesEEMiShares MSCI Emerging Markets ETF$1,035,0450.0%24,7500.2%FinanceNUENucor$1,028,566$623,465 ▲153.9%8,8130.2%Basic MaterialsOMCOmnicom Group$1,003,915$273,091 ▲37.4%11,6680.2%Business ServicesBMYBristol-Myers Squibb$992,134$992,134 ▲New Holding17,5410.2%MedicalORCLOracle$933,851$27,829 ▼-2.9%5,6040.2%Computer and TechnologyMRKMerck & Co., Inc.$912,332$221,940 ▲32.1%9,1710.2%MedicalSBUXStarbucks$903,375$903,375 ▲New Holding9,9000.2%Retail/WholesaleNECBNortheast Community Bancorp$874,397$60,685 ▼-6.5%35,7480.2%FinanceBLACKROCK INC$866,218$866,218 ▲New Holding8450.2%COMPTGXProtagonist Therapeutics$860,086$43,039 ▲5.3%22,2820.2%MedicalPGProcter & Gamble$844,789$844,789 ▲New Holding5,0390.2%Consumer StaplesACNAccenture$810,876$59,804 ▼-6.9%2,3050.2%Computer and TechnologySMMDiShares Russell 2500 ETF$809,268$809,268 ▲New Holding11,9010.2%ETFIYWiShares U.S. Technology ETF$767,6110.0%4,8120.2%ManufacturingEVERGY INC$754,234$186,989 ▲33.0%12,2540.2%COMNTRSNorthern Trust$733,900$164,000 ▲28.8%7,1600.1%FinanceXLREReal Estate Select Sector SPDR Fund$724,008$182,649 ▲33.7%17,8020.1%ETFCBOECboe Global Markets$723,762$147,527 ▼-16.9%3,7040.1%Financial ServicesWECWEC Energy Group$696,085$171,905 ▲32.8%7,4020.1%UtilitiesAEPAmerican Electric Power$683,148$69,080 ▲11.2%7,4070.1%UtilitiesXOMExxon Mobil$664,030$145,327 ▲28.0%6,1730.1%Oils/EnergyVUGVanguard Growth ETF$649,413$41,050 ▼-5.9%1,5820.1%ETFFTITechnipFMC$643,105$10,948,934 ▼-94.5%22,2220.1%Oils/EnergyRTX CORPORATION$641,668$250,997 ▼-28.1%5,5450.1%COMDOXAmdocs$606,793$138,438 ▲29.6%7,1270.1%Computer and TechnologySTLDSteel Dynamics$592,594$67,529 ▼-10.2%5,1950.1%Basic MaterialsSRESempra$592,461$143,071 ▲31.8%6,7540.1%UtilitiesDISWalt Disney$587,651$73,150 ▼-11.1%5,2780.1%Consumer DiscretionaryEVEREverQuote$584,808$584,808 ▲New Holding29,2550.1%FinanceIDCCInterDigital$582,904$582,904 ▲New Holding3,0090.1%Computer and TechnologyCALMCal-Maine Foods$581,087$581,087 ▲New Holding5,6460.1%Basic MaterialsIJHiShares Core S&P Mid-Cap ETF$577,178$19,503 ▲3.5%9,2630.1%ETFCXWCoreCivic$573,893$573,893 ▲New Holding26,3980.1%FinanceLRNStride$566,627$566,627 ▲New Holding5,4520.1%Consumer DiscretionaryDORMDorman Products$564,968$564,968 ▲New Holding4,3610.1%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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