Sierra Summit Advisors LLC Top Holdings and 13F Report (2025) About Sierra Summit Advisors LLCInvestment ActivitySierra Summit Advisors LLC has $461.55 million in total holdings as of March 31, 2025.Sierra Summit Advisors LLC owns shares of 177 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 28.61% of the portfolio was purchased this quarter.About 29.09% of the portfolio was sold this quarter.This quarter, Sierra Summit Advisors LLC has purchased 148 new stocks and bought additional shares in 56 stocks.Sierra Summit Advisors LLC sold shares of 51 stocks and completely divested from 25 stocks this quarter.Largest Holdings Apple $24,724,972NVIDIA $23,705,958Alphabet $15,609,362Amazon.com $14,822,206Netflix $12,698,262 Largest New Holdings this Quarter 74762E102 - Quanta Services $10,391,641 Holding83406F102 - SoFi Technologies $9,715,470 Holding256163106 - DocuSign $9,448,750 Holding26622P107 - Doximity $8,806,691 Holding770700102 - Robinhood Markets $8,352,177 Holding Largest Purchases this Quarter Quanta Services 40,883 shares (about $10.39M)SoFi Technologies 835,380 shares (about $9.72M)DocuSign 116,078 shares (about $9.45M)Doximity 151,761 shares (about $8.81M)Robinhood Markets 200,677 shares (about $8.35M) Largest Sales this Quarter LAM RESEARCH CORP 158,982 shares (about $11.56M)iShares Russell 2000 ETF 56,848 shares (about $11.34M)Corning 238,164 shares (about $10.90M)Ralph Lauren 37,354 shares (about $8.25M)Thermo Fisher Scientific 8,985 shares (about $4.47M) 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 PortfolioSectorAAPLApple$24,724,972$598,416 ▲2.5%111,3095.4%Computer and TechnologyNVDANVIDIA$23,705,958$111,090 ▲0.5%218,7305.1%Computer and TechnologyGOOGLAlphabet$15,609,362$152,011 ▼-1.0%100,9403.4%Computer and TechnologyAMZNAmazon.com$14,822,206$22,831 ▲0.2%77,9053.2%Retail/WholesaleNFLXNetflix$12,698,262$2,616,679 ▲26.0%13,6172.8%Consumer DiscretionaryMETAMeta Platforms$12,485,687$3,514,067 ▼-22.0%21,6632.7%Computer and TechnologyTSLATesla$12,261,378$236,613 ▲2.0%47,3122.7%Auto/Tires/TrucksCCitigroup$11,783,063$110,176 ▼-0.9%165,9822.6%FinancePANWPalo Alto Networks$11,028,634$2,049,045 ▼-15.7%64,6312.4%Computer and TechnologyBXBlackstone$11,016,482$56,052 ▲0.5%78,8132.4%FinanceMELIMercadoLibre$10,889,757$817,415 ▲8.1%5,5822.4%Retail/WholesaleISRGIntuitive Surgical$10,528,450$94,597 ▼-0.9%21,2582.3%MedicalPWRQuanta Services$10,391,641$10,391,641 ▲New Holding40,8832.3%ConstructionSOFISoFi Technologies$9,715,470$9,715,470 ▲New Holding835,3802.1%FinanceLLYEli Lilly and Company$9,559,909$593,829 ▲6.6%11,5752.1%MedicalDOCUDocuSign$9,448,750$9,448,750 ▲New Holding116,0782.0%Computer and TechnologyARISTA NETWORKS INC$9,084,143$2,774,946 ▲44.0%117,2452.0%COM SHSCRBGCorebridge Financial$8,994,009$1,691,521 ▼-15.8%284,8911.9%FinanceDOCSDoximity$8,806,691$8,806,691 ▲New Holding151,7611.9%MedicalBSXBoston Scientific$8,782,613$3,156,535 ▼-26.4%87,0601.9%MedicalHOODRobinhood Markets$8,352,177$8,352,177 ▲New Holding200,6771.8%FinanceVEEVVeeva Systems$7,958,807$7,958,807 ▲New Holding34,3601.7%MedicalGE VERNOVA INC$7,907,974$264,983 ▼-3.2%25,9041.7%COMBKNGBooking$7,767,251$115,173 ▲1.5%1,6861.7%Retail/WholesaleDHID.R. Horton$6,979,437$6,979,437 ▲New Holding54,9001.5%ConstructionMRVLMarvell Technology$6,639,771$189,882 ▼-2.8%107,8411.4%Computer and TechnologyBABAAlibaba Group$6,631,996$3,476,195 ▼-34.4%50,1551.4%Retail/WholesaleVRTVertiv$6,524,931$199,489 ▼-3.0%90,3731.4%Computer and TechnologyGENGenesis Healthcare$5,731,977$5,731,977 ▲New Holding215,9751.2%Business ServicesASTERA LABS INC$5,658,745$5,658,745 ▲New Holding94,8341.2%COMSNOWSnowflake$4,955,117$4,955,117 ▲New Holding33,9021.1%Computer and TechnologyCORCencora$4,140,204$4,140,204 ▲New Holding14,8880.9%MedicalUALUnited Airlines$4,049,852$4,049,852 ▲New Holding58,6510.9%TransportationMDBMongoDB$3,749,000$3,749,000 ▲New Holding21,3740.8%Computer and TechnologyIBMInternational Business Machines$3,555,341$38,791 ▼-1.1%14,2980.8%Computer and TechnologyABBVAbbVie$3,205,237$81,503 ▼-2.5%15,2980.7%MedicalAVGOBroadcom$2,925,505$504,634 ▼-14.7%17,4730.6%Computer and TechnologyGILDGilead Sciences$2,703,991$118,437 ▲4.6%24,1320.6%MedicalIXCiShares Global Energy ETF$2,661,854$12,284 ▼-0.5%63,2720.6%ETFJPMJPMorgan Chase & Co.$2,643,844$546,038 ▼-17.1%10,7780.6%FinanceQQQInvesco QQQ$2,625,484$2,625,484 ▲New Holding5,5990.6%FinanceJNJJohnson & Johnson$2,331,711$22,057 ▲1.0%14,0600.5%MedicalSPYSPDR S&P 500 ETF Trust$2,120,089$15,104 ▼-0.7%3,7900.5%FinanceCSCOCisco Systems$2,095,240$57,267 ▼-2.7%33,9530.5%Computer and TechnologyHDHome Depot$2,051,245$62,670 ▲3.2%5,5970.4%Retail/WholesaleCMICummins$2,022,002$25,075 ▼-1.2%6,4510.4%Auto/Tires/TrucksBACBank of America$1,863,162$677,570 ▲57.2%44,6480.4%FinanceCBChubb$1,818,886$102,073 ▼-5.3%6,0230.4%FinanceNRGNRG Energy$1,769,733$144,336 ▲8.9%18,5390.4%UtilitiesBMYBristol-Myers Squibb$1,757,854$688,028 ▲64.3%28,8220.4%MedicalMCDMcDonald's$1,688,360$76,531 ▲4.7%5,4050.4%Retail/WholesaleZIONZions Bancorporation, National Association$1,614,467$532,455 ▲49.2%32,3800.3%FinanceUNHUnitedHealth Group$1,565,489$174,409 ▼-10.0%2,9890.3%MedicalTGTTarget$1,549,746$51,763 ▲3.5%14,8500.3%Retail/WholesaleCMECME Group$1,491,4610.0%5,6220.3%FinanceGLWCorning$1,489,224$10,903,152 ▼-88.0%32,5300.3%Computer and TechnologyKRKroger$1,447,010$53,814 ▲3.9%21,3770.3%Retail/WholesaleJCIJohnson Controls International$1,425,398$71,458 ▲5.3%17,7930.3%ConstructionWMBWilliams Companies$1,422,348$888,213 ▲166.3%23,8010.3%EnergyGSThe Goldman Sachs Group$1,378,836$14,204 ▼-1.0%2,5240.3%FinanceNSCNorfolk Southern$1,340,571$73,897 ▲5.8%5,6600.3%TransportationTSNTyson Foods$1,317,486$49,134 ▲3.9%20,6470.3%Consumer StaplesGOOGAlphabet$1,307,6460.0%8,3700.3%Computer and TechnologyGDGeneral Dynamics$1,302,115$28,621 ▲2.2%4,7770.3%AerospaceTFCTruist Financial$1,241,043$72,218 ▲6.2%30,1590.3%FinanceJNPRJuniper Networks$1,209,072$38,506 ▼-3.1%33,4090.3%Computer and TechnologyNUENucor$1,133,242$72,685 ▲6.9%9,4170.2%Basic MaterialsMSFTMicrosoft$1,063,105$585,609 ▼-35.5%2,8320.2%Computer and TechnologySBUXStarbucks$1,034,654$63,562 ▲6.5%10,5480.2%Retail/WholesaleSRESempra$1,009,959$527,993 ▲109.5%14,1530.2%UtilitiesKOCoca-Cola$1,006,333$1,006,333 ▲New Holding14,0510.2%Consumer StaplesPKGPackaging Co. of America$993,467$11,485 ▼-1.1%5,0170.2%IndustrialsOMCOmnicom Group$971,954$4,560 ▲0.5%11,7230.2%Business ServicesMRKMerck & Co., Inc.$957,740$134,550 ▲16.3%10,6700.2%MedicalEVEREverQuote$952,767$186,578 ▲24.4%36,3790.2%FinancePGProcter & Gamble$896,239$37,492 ▲4.4%5,2590.2%Consumer StaplesTXNTexas Instruments$873,702$873,702 ▲New Holding4,8620.2%Computer and TechnologyEVERGY INC$871,528$26,615 ▲3.1%12,6400.2%COMSTZConstellation Brands$841,440$841,440 ▲New Holding4,5850.2%Consumer StaplesCBOECboe Global Markets$838,1790.0%3,7040.2%Financial ServicesWECWEC Energy Group$836,095$29,425 ▲3.6%7,6720.2%UtilitiesAMDAdvanced Micro Devices$827,777$184,727 ▼-18.2%8,0570.2%Computer and TechnologyAEPAmerican Electric Power$808,926$437 ▼-0.1%7,4030.2%UtilitiesGFIGold Fields$807,257$199 ▼0.0%36,5440.2%Basic MaterialsFTITechnipFMC$801,821$97,605 ▲13.9%25,3020.2%EnergyBRK.ABerkshire Hathaway$798,442$798,442 ▲New Holding10.2%FinanceLRNStride$793,914$104,236 ▲15.1%6,2760.2%Consumer DiscretionaryRLRalph Lauren$792,457$8,245,526 ▼-91.2%3,5900.2%Consumer DiscretionaryIDCCInterDigital$780,482$158,371 ▲25.5%3,7750.2%Computer and TechnologyFOXAFOX$779,948$779,948 ▲New Holding13,7800.2%Consumer DiscretionaryXLREReal Estate Select Sector SPDR Fund$771,631$26,617 ▲3.6%18,4380.2%ETFPPCPilgrim's Pride$755,618$755,618 ▲New Holding13,8620.2%Consumer StaplesRTXRTX$751,314$751,314 ▲New Holding5,6720.2%AerospaceUFCSUnited Fire Group$737,414$737,414 ▲New Holding25,0310.2%FinanceEATBrinker International$733,625$107,763 ▲17.2%4,9220.2%Retail/WholesaleBLACKROCK INC$732,576$67,200 ▼-8.4%7740.2%COMNTRSNorthern Trust$730,405$24,071 ▲3.4%7,4040.2%FinanceORCLOracle$724,216$59,279 ▼-7.6%5,1800.2%Computer and TechnologyACNAccenture$719,2530.0%2,3050.2%Computer and TechnologyVIRTVirtu Financial$709,833$709,833 ▲New Holding18,6210.2%FinanceShowing 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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