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SIERRA SUMMIT ADVISORS LLC

13F
SIERRA SUMMIT ADVISORS LLC
Last update 2024-11-13 135 Stocks (16 new)
Value $434.00 Mil Turnover 24 %
Countries:
Top Holdings: AAPL(6.11%)NVDA(5.78%)IWM(4.37%)META(3.40%)GOOGL(3.38%)
Portfolio Report
Summary Stock Picks Current Portfolio
SIERRA SUMMIT ADVISORS LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
113,820
26520.060
+6.01%
6.110
+0.35%
0.000
+1.70%
-7.69%
3519234.167
Hardware
NVDA 		NVIDIA Corp
206,584
25087.580
+9.57%
5.780
+0.50%
0.000
-2.06%
-1.69%
3235251.450
Semiconductors
IWM 		iShares Russell 2000 ETF
85,873
18968.490
+58.50%
4.370
+1.61%
0.030
-2.42%
-2.58%
70436.797
 
META 		Meta Platforms Inc
25,755
14743.190
+14.55%
3.400
+0.43%
0.000
+2.61%
+3.30%
1532364.538
Interactive Media
GOOGL 		Alphabet Inc
88,592
14692.990
+6.68%
3.380
+0.21%
0.000
+16.37%
+0.23%
2333204.347
Interactive Media
AMZN 		Amazon.com Inc
74,917
13959.290
+5.36%
3.220
+0.16%
0.000
+15.40%
-0.68%
2301367.887
Retail - Cyclical
FSLR 		First Solar Inc
53,102
13245.760
+18.27%
3.050
+0.47%
0.050
-13.60%
+3.68%
19612.975
Semiconductors
PANW 		Palo Alto Networks Inc
70,774
12095.280
+3.72%
2.790
+0.10%
0.010
-10.63%
-8.35%
109605.087
Software
BX 		Blackstone Inc
72,618
11120.000
+138.65%
2.560
+1.49%
0.010
+7.71%
-4.89%
124875.386
Asset Management
PFE 		Pfizer Inc
380,038
10998.300
+8.68%
2.530
+0.20%
0.010
-7.55%
+0.06%
150741.369
Drug Manufacturers

SIERRA SUMMIT ADVISORS LLC's Historical Top Holdings Breakdowns

SIERRA SUMMIT ADVISORS LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWM 		iShares Russell 2000 ETF2024-03-31Add
+3.08%
●
189 ($199.03) 210.3
$215.83
8.44%
Add 3505.61%
55,238
53,706
ICLR 		Icon PLC2024-03-31New Buy
+2.92%
●
247.84 ($294.81) 340
$216.83
-26.45%
New holding
31,901
31,901
DDOG 		Datadog Inc2024-09-30Sold Out
-2.60%
●
104.97 ($116.83) 134.56
$137.86
18.00%
Sold Out
0
-80,598
MTCH 		Match Group Inc2024-06-30Sold Out
-2.52%
●
29.35 ($31.59) 35.91
$30.95
-2.03%
Sold Out
0
-254,692
MTCH 		Match Group Inc2024-03-31New Buy
+2.52%
●
33.29 ($36.15) 39.04
$30.95
-14.38%
New holding
254,692
254,692
FSLR 		First Solar Inc2024-06-30New Buy
+2.51%
●
166.73 ($218) 300.71
$183.20
-15.96%
New holding
44,899
44,899
PFE 		Pfizer Inc2024-03-31Add
+2.47%
●
25.89 ($27.75) 29.73
$26.60
-4.14%
Add 4484.1%
333,218
325,949
ZS 		Zscaler Inc2024-06-30Sold Out
-2.47%
●
156.65 ($177.98) 192.19
$186.95
5.04%
Sold Out
0
-47,143
FTI 		TechnipFMC PLC2024-09-30New Buy
+2.42%
●
23.46 ($26.49) 29.5
$32.15
21.37%
New holding
400,554
400,554
LRCX 		Lam Research Corp2024-09-30New Buy
+2.29%
●
73.16 ($86.94) 112.73
$74.23
-14.62%
New holding
121,960
12,196

SIERRA SUMMIT ADVISORS LLC Total Holding History ($B)

To

SIERRA SUMMIT ADVISORS LLC's Asset Allocation

To

SIERRA SUMMIT ADVISORS LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SIERRA SUMMIT ADVISORS LLC's Hypothetical Growth since 2024-09-30

SIERRA SUMMIT ADVISORS LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SIERRA SUMMIT ADVISORS LLC's Holdings Heat Map

Size field:

SIERRA SUMMIT ADVISORS LLC's Holdings Bubble Chart

SIERRA SUMMIT ADVISORS LLC News

  • 1

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