Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
APPLE INC | 120,669 | +120,669 | $23,232 |
AAPL | 120,669 | +120,669 | $23,232 |
MICROSOFT CORP | 33,775 | +33,775 | $12,701 |
MSFT | 33,775 | +33,775 | $12,701 |
ALPHABET INC | 79,217 | +79,217 | $11,066 |
GOOGL | 79,217 | +79,217 | $11,066 |
NVIDIA CORPORATION | 21,240 | +21,240 | $10,518 |
NVDA | 21,240 | +21,240 | $10,518 |
AMAZON COM INC | 67,059 | +67,059 | $10,189 |
AMZN | 67,059 | +67,059 | $10,189 |
INTUITIVE SURGICAL INC | 25,303 | +25,303 | $8,536 |
ISRG | 25,303 | +25,303 | $8,536 |
LULULEMON ATHLETICA INC | 15,772 | +15,772 | $8,064 |
LULU | 15,772 | +15,772 | $8,064 |
BOSTON SCIENTIFIC CORP | 139,045 | +139,045 | $8,038 |
BSX | 139,045 | +139,045 | $8,038 |
META PLATFORMS INC | 22,466 | +22,466 | $7,952 |
META | 22,466 | +22,466 | $7,952 |
PALO ALTO NETWORKS INC | 26,615 | +26,615 | $7,848 |
PANW | 26,615 | +26,615 | $7,848 |
CELSIUS HLDGS INC | 141,707 | +141,707 | $7,726 |
CELH | 141,707 | +141,707 | $7,726 |
SALESFORCE INC | 29,024 | +29,024 | $7,637 |
CRM | 29,024 | +29,024 | $7,637 |
MERCADOLIBRE INC | 4,798 | +4,798 | $7,540 |
MELI | 4,798 | +4,798 | $7,540 |
COSTCO WHSL CORP NEW | 10,941 | +10,941 | $7,222 |
COST | 10,941 | +10,941 | $7,222 |
VISA INC | 27,603 | +27,603 | $7,186 |
V | 27,603 | +27,603 | $7,186 |
THERMO FISHER SCIENTIFIC INC | 13,416 | +13,416 | $7,121 |
TMO | 13,416 | +13,416 | $7,121 |
UNITEDHEALTH GROUP INC | 13,244 | +13,244 | $6,973 |
UNH | 13,244 | +13,244 | $6,973 |
HESS CORP | 48,330 | +48,330 | $6,967 |
HES | 48,330 | +48,330 | $6,967 |
CBOE GLOBAL MKTS INC | 38,511 | +38,511 | $6,877 |
CBOE | 38,511 | +38,511 | $6,877 |
ADVANCED MICRO DEVICES INC | 46,027 | +46,027 | $6,785 |
AMD | 46,027 | +46,027 | $6,785 |
CROWDSTRIKE HLDGS INC | 25,838 | +25,838 | $6,597 |
CRWD | 25,838 | +25,838 | $6,597 |
BERKSHIRE HATHAWAY INC DEL | $6,465 | ||
BRK.B | 18,126 | +18,126 | $6,465 |
M & T BK CORP | 46,962 | +46,962 | $6,438 |
MTB | 46,962 | +46,962 | $6,438 |
ORACLE CORP | 60,607 | +60,607 | $6,390 |
ORCL | 60,607 | +60,607 | $6,390 |
BOEING CO | 22,790 | +22,790 | $5,940 |
BA | 22,790 | +22,790 | $5,940 |
UIPATH INC | 237,385 | +237,385 | $5,897 |
PATH | 237,385 | +237,385 | $5,897 |
ZSCALER INC | 25,316 | +25,316 | $5,609 |
ZS | 25,316 | +25,316 | $5,609 |
SHOPIFY INC | 68,727 | +68,727 | $5,354 |
SHOP | 68,727 | +68,727 | $5,354 |
TESLA INC | 19,848 | +19,848 | $4,932 |
TSLA | 19,848 | +19,848 | $4,932 |
ADOBE INC | 7,856 | +7,856 | $4,687 |
ADBE | 7,856 | +7,856 | $4,687 |
DATADOG INC | 37,299 | +37,299 | $4,527 |
DDOG | 37,299 | +37,299 | $4,527 |
EXXON MOBIL CORP | 45,135 | +45,135 | $4,513 |
XOM | 45,135 | +45,135 | $4,513 |
SNOWFLAKE INC | 20,290 | +20,290 | $4,038 |
SNOW | 20,290 | +20,290 | $4,038 |
BOOKING HOLDINGS INC | 1,126 | +1,126 | $3,994 |
BKNG | 1,126 | +1,126 | $3,994 |
ELI LILLY & CO | 6,392 | +6,392 | $3,726 |
LLY | 6,392 | +6,392 | $3,726 |
QUANTA SVCS INC | 15,002 | +15,002 | $3,237 |
PWR | 15,002 | +15,002 | $3,237 |
INVESCO QQQ TR | 5,783 | +5,783 | $2,368 |
QQQ | 5,783 | +5,783 | $2,368 |
GENERAL ELECTRIC CO | 17,865 | +17,865 | $2,280 |
GE | 17,865 | +17,865 | $2,280 |
JPMORGAN CHASE & CO | 12,064 | +12,064 | $2,052 |
JPM | 12,064 | +12,064 | $2,052 |
BROADCOM INC | 1,623 | +1,623 | $1,812 |
AVGO | 1,623 | +1,623 | $1,812 |
ISHARES TR (IXC) | 43,940 | +43,940 | $1,718 |
IXC | 43,940 | +43,940 | $1,718 |
ABBVIE INC | 10,913 | +10,913 | $1,691 |
ABBV | 10,913 | +10,913 | $1,691 |
JOHNSON & JOHNSON | 8,693 | +8,693 | $1,363 |
JNJ | 8,693 | +8,693 | $1,363 |
INTERNATIONAL BUSINESS MACHS | 8,018 | +8,018 | $1,311 |
IBM | 8,018 | +8,018 | $1,311 |
ISHARES TR (IJR) | 11,927 | +11,927 | $1,291 |
IJR | 11,927 | +11,927 | $1,291 |
TARGET CORP | 8,517 | +8,517 | $1,213 |
TGT | 8,517 | +8,517 | $1,213 |
CUMMINS INC | 4,993 | +4,993 | $1,196 |
CMI | 4,993 | +4,993 | $1,196 |
CME GROUP INC | 5,622 | +5,622 | $1,184 |
CME | 5,622 | +5,622 | $1,184 |
SPDR S&P 500 ETF TR (SPY) | 2,474 | +2,474 | $1,176 |
SPY | 2,474 | +2,474 | $1,176 |
CISCO SYS INC | 20,773 | +20,773 | $1,049 |
CSCO | 20,773 | +20,773 | $1,049 |
See Full List: All Stocks Held By Sierra Summit Advisors LLC
— Including:
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See Details: Top 10 Stocks Held By Sierra Summit Advisors LLC
Size ($ in 1000's)
At 12/31/2023: $343,054 At 09/30/2023: $0 Sierra Summit Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sierra Summit Advisors LLC 13F filings. Link to 13F filings: SEC filings |