Sierra Ocean, LLC Incresed Positions in Q3 2025

Sierra Ocean, LLC

  • $119 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AUSF
Global X Fds Adaptive U S Fact

ETFs
159K
+ 1709.81%
$44.16 - $46.75 $7.01M - $7.42M
168K $7.82B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
39K
+ 47.71%
$110.74 - $122.12 $4.32M - $4.77M
121K $14.6B
LVHI
Franklin International Low Vol

ETFs
99.6K
+ 62.56%
$32.69 - $35.19 $3.26M - $3.5M
259K $8.99B
JCPB
J P Morgan Exchange Traded Fd

ETFs
36.9K
+ 18.91%
$46.37 - $47.77 $1.71M - $1.76M
232K $11B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
14.1K
+ 7.66%
$70.77 - $73.59 $999K - $1.04M
198K $14.5B
AAPL
Apple Inc.

Technology
2.45K
+ 25.71%
$202.38 - $256.87 $496K - $630K
12K $3.05B
J P Morgan Exchange Traded F
15.7K
+ 3158.95%
N/A
16.2K $1.05B
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.59K
+ 5.74%
$85.01 - $90.35 $390K - $414K
84.5K $7.55B
EMB
Ishares Tr

ETFs
2.85K
+ 5.7%
$91.52 - $95.59 $261K - $272K
52.8K $5.03B
GOOGL
Alphabet Inc.

Communication Services
72
+ 1.67%
$174.36 - $254.72 $12.6K - $18.3K
4.38K $1.07B
GOOG
Alphabet Inc.

Communication Services
174
+ 8.36%
$175.16 - $255.24 $30.5K - $44.4K
2.26K $549M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3
+ 0.15%
$224.68 - $282.71 $674 - $848
2.07K $578M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
42
+ 1.39%
$459.11 - $506.91 $19.3K - $21.3K
3.05K $1.53B
SRE
Sempra Energy

Utilities
1
+ 0.03%
$74.14 - $89.98 $74.1 - $90
2.88K $259M
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 0.01%
$56.02 - $60.3 $56 - $60.3
10.3K $615M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1
+ 0.01%
$43.65 - $46.42 $43.7 - $46.4
10.9K $506M
LLY
Eli Lilly & CO

Healthcare
46
+ 9.0%
$625.65 - $812.69 $28.8K - $37.4K
557 $425M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
+ 0.08%
$301.44 - $365.84 $301 - $366
1.28K $414M
PG
Procter & Gamble CO

Consumer Defensive
84
+ 5.02%
$150.47 - $161.22 $12.6K - $13.5K
1.76K $270M
SBUX
Starbucks Corp

Consumer Cyclical
113
+ 4.55%
$81.9 - $96.86 $9.25K - $10.9K
2.59K $219M
NVO
Novo Nordisk A S

Healthcare
749
+ 11.57%
$45.38 - $71.7 $34K - $53.7K
7.22K $401M
Activity Summary
Buys All Purchases 23 New Holdings 1 Increased Positions 22 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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