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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
AAPLApple Inc
Recent Activity
Increased 6.01%
6.1%
$26.52M
113,820 shares@ $233.0 avg price
NVDANvidia Corporation
Recent Activity
Increased 9.57%
5.77%
$25.088M
206,584 shares@ $121.45 avg price
IWMIshares Tr
Recent Activity
Increased 58.5%
4.37%
$18.968M
85,873 shares@ $220.9 avg price
METAMeta Platforms Inc
Recent Activity
Increased 14.56%
3.39%
$14.743M
25,755 shares@ $572.45 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 6.69%
3.38%
$14.693M
88,592 shares@ $165.86 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 5.36%
3.21%
$13.959M
74,917 shares@ $186.34 avg price
FSLRFirst Solar Inc
Recent Activity
Increased 18.27%
3.05%
$13.246M
53,102 shares@ $249.45 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 3.72%
2.79%
$12.095M
35,387 shares@ $341.81 avg price
BXBlackstone Inc
Recent Activity
Increased 138.65%
2.56%
$11.12M
72,618 shares@ $153.14 avg price
PFEPfizer Inc
Recent Activity
Increased 8.68%
2.53%
$10.998M
380,038 shares@ $28.95 avg price