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Chad Whiteley

@Sierra Summit Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$435.051MTotal holdings136
Assets growth rate7.92%Assets growth rate (2-Q avg)8.81%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Sierra Summit Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 136 positions.

Assets under management

The assets under management (AUM) of Sierra Summit Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 435.051M in assets, with a quarterly growth rate of 7.92% and a 2-quarter average growth rate of 8.81%. The portfolio is managed by Chad Whiteley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -21.09%
2.43%
$10.54M
21,454 shares@ $491.28 avg price
MELIMercadolibre Inc
Recent Activity
Decreased -24.2%
2.27%
$9.835M
4,793 shares@ $2051.97 avg price
GEVGe Vernova Inc
Recent Activity
Decreased -20.95%
2.17%
$9.43M
36,984 shares@ $254.99 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -25.03%
2.13%
$9.236M
110,215 shares@ $83.8 avg price
ACMAecom
Recent Activity
Decreased -0.11%
1.57%
$6.797M
65,813 shares@ $103.28 avg price
NECBNortheast Cmnty Bancorp Inc
Recent Activity
Decreased -2.34%
0.24%
$1.011M
38,229 shares@ $26.46 avg price
CBOECboe Global Mkts Inc
Recent Activity
Decreased -91.63%
0.21%
$913,516
4,459 shares@ $204.88 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -0.43%
0.19%
$788,107
6,940 shares@ $113.57 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -32.72%
0.15%
$645,587
1,682 shares@ $383.83 avg price
IJHIshares Tr
Recent Activity
Decreased -4.78%
0.13%
$557,764
8,950 shares@ $62.32 avg price