Sequoia Financial Advisors, LLC Incresed Positions in Q2 2025

Sequoia Financial Advisors, LLC

  • $13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
149K
+ 6.66%
$94.31 - $157.99 $14.1M - $23.6M
2.39M $378M
VTI
Vanguard Total Stock Market Et

ETFs
96.6K
+ 2.79%
$243.75 - $303.93 $23.5M - $29.4M
3.56M $1.08B
MSFT
Microsoft Corp

Technology
45.8K
+ 6.71%
$354.56 - $497.45 $16.2M - $22.8M
729K $363M
IXUS
Ishares Tr

ETFs
498K
+ 9.85%
$62.37 - $77.63 $31M - $38.6M
5.55M $429M
AVGO
Broadcom Inc.

Technology
57K
+ 10.22%
$146.29 - $275.65 $8.34M - $15.7M
615K $169M
DFAU
Dimensional ETF Tr

ETFs
1.03M
+ 18.38%
$34.04 - $42.36 $35.2M - $43.8M
6.66M $282M
VONG
Vanguard Russell 1000 Growth E

ETFs
36K
+ 1.11%
$82.51 - $109.2 $2.97M - $3.93M
3.28M $359M
META
Meta Platforms, Inc.

Communication Services
20.9K
+ 11.03%
$484.66 - $738.09 $10.1M - $15.4M
211K $155M
AMZN
Amazon Com Inc

Consumer Cyclical
42.9K
+ 4.01%
$167.32 - $223.3 $7.17M - $9.57M
1.11M $244M
ACWI
Ishares Msci Acwi ETF

ETFs
201K
+ 17.89%
$103.59 - $128.6 $20.8M - $25.9M
1.33M $171M
GS
Goldman Sachs Group Inc

Financial Services
8.24K
+ 6.52%
$462.22 - $707.75 $3.81M - $5.83M
135K $95.3M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
424K
+ 10.09%
$23.4 - $29.68 $9.93M - $12.6M
4.63M $137M
JPIE
J P Morgan Exchange Traded Fd
536K
+ 24.84%
$45.12 - $46.32 $24.2M - $24.8M
2.7M $125M
CAT
Caterpillar Inc

Industrials
45.5K
+ 36.29%
$273.94 - $388.21 $12.5M - $17.7M
171K $66.4M
ETN
Eaton Corp PLC

Industrials
56.9K
+ 110.66%
$246.52 - $356.99 $14M - $20.3M
108K $38.6M
DFAI
Dimensional ETF Tr

ETFs
493K
+ 26.75%
$28.02 - $34.71 $13.8M - $17.1M
2.34M $80.7M
PWR
Quanta Services, Inc.

Industrials
29.2K
+ 44.34%
$239.47 - $381.26 $6.98M - $11.1M
94.9K $35.9M
GOOG
Alphabet Inc.

Communication Services
41.1K
+ 7.43%
$146.58 - $180.01 $6.03M - $7.4M
595K $106M
JPM
Jpmorgan Chase & CO

Financial Services
11.6K
+ 3.33%
$210.28 - $289.91 $2.44M - $3.37M
360K $104M
ORCL
Oracle Corp

Technology
8.46K
+ 4.03%
$122.82 - $218.63 $1.04M - $1.85M
219K $47.8M
GOOGL
Alphabet Inc.

Communication Services
48.8K
+ 11.18%
$144.7 - $178.6 $7.06M - $8.72M
485K $85.6M
GLD
Spdr Gold Trust

ETFs
31K
+ 6.93%
$273.71 - $316.29 $8.49M - $9.81M
478K $146M
RTX
Raytheon Technologies Corp

Industrials
61.1K
+ 11.2%
$113.75 - $148.48 $6.95M - $9.07M
607K $88.6M
PLTR
Palantir Technologies Inc.

Technology
10.6K
+ 3.71%
$74.01 - $144.25 $782K - $1.52M
295K $40.3M
ABT
Abbott Laboratories

Healthcare
112K
+ 46.71%
$123.95 - $138.08 $13.8M - $15.4M
350K $47.7M
DFAT
Dimensional ETF Tr U S Target

ETFs
247K
+ 24.34%
$44.8 - $53.97 $11.1M - $13.3M
1.26M $68.1M
DSTL
ETF Ser Solution Distillate Us

ETFs
143K
+ 2.71%
$48.53 - $55.35 $6.92M - $7.89M
5.4M $299M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
78.6K
+ 8.28%
$90.56 - $109.49 $7.12M - $8.61M
1.03M $112M
DIHP
Dimensional ETF Tr Dimensional

ETFs
65K
+ 1.51%
$24.32 - $29.74 $1.58M - $1.93M
4.38M $129M
LLY
Eli Lilly & CO

Healthcare
22.4K
+ 19.03%
$713.71 - $898.95 $16M - $20.1M
140K $109M
VCIT
Vanguard Intermediate Term Cor

ETFs
130K
+ 17.3%
$79.56 - $82.92 $10.4M - $10.8M
884K $73.3M
DD
Du Pont De Nemours, Inc.

Basic Materials
192K
+ 75.16%
$55.13 - $75.25 $10.6M - $14.5M
449K $30.8M
IBM
International Business Machines Corp

Technology
10.2K
+ 5.69%
$221.03 - $294.78 $2.26M - $3.01M
190K $56M
VIG
Vanguard Dividend Appreciation

ETFs
57.1K
+ 29.72%
N/A
249K $45.4M
WMT
Walmart Inc.

Consumer Defensive
30.3K
+ 4.18%
$81.79 - $99.98 $2.48M - $3.03M
756K $73.9M
AVUV
American Centy ETF Tr Avantis

ETFs
69.1K
+ 7.94%
$75.17 - $91.21 $5.19M - $6.3M
939K $85.6M
VONV
Vanguard Russell 1000 Value Et

ETFs
92.6K
+ 18.63%
$73.19 - $85.21 $6.78M - $7.89M
590K $50.2M
TSLA
Tesla, Inc.

Consumer Cyclical
11.9K
+ 13.42%
$221.86 - $362.89 $2.64M - $4.32M
101K $31.9M
NFLX
Netflix Inc

Communication Services
2.15K
+ 14.63%
$855.86 - $1339.13 $1.84M - $2.88M
16.8K $22.6M
MUB
Ishares National Muni Bond ETF

ETFs
97.7K
+ 6.2%
$102.31 - $105.8 $10M - $10.3M
1.67M $175M
COST
Costco Wholesale Corp

Consumer Defensive
5.49K
+ 7.84%
$908.13 - $1056.85 $4.99M - $5.81M
75.6K $74.8M
HON
Honeywell International Inc

Industrials
12.1K
+ 5.57%
$182.86 - $232.88 $2.21M - $2.82M
230K $53.5M
PGR
Progressive Corp

Financial Services
31.3K
+ 53.33%
$255.27 - $288.74 $8M - $9.04M
90.1K $24M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
62K
+ 576.6%
$107.61 - $119.09 $6.67M - $7.39M
72.8K $8.63M
BAC
Bank Of America Corp

Financial Services
65.8K
+ 8.8%
$34.39 - $47.46 $2.26M - $3.12M
813K $38.5M
AVDV
American Centy ETF Tr Avantis

ETFs
18.5K
+ 3.19%
$61.76 - $79.32 $1.14M - $1.47M
599K $47.5M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
23
+ 0.0%
$90.58 - $109.05 $2.08K - $2.51K
563K $61.4M
ZS
Zscaler, Inc.

Technology
1.88K
+ 3.52%
$174.67 - $315.32 $328K - $592K
55.2K $17.3M
PANW
Palo Alto Networks Inc

Technology
503
+ 0.26%
$152.44 - $204.64 $76.7K - $103K
194K $39.7M
Activity Summary
Buys All Purchases 1119 New Holdings 260 Increased Positions 859 Sells All Sells 376 Reductions 376 Sold out 0 Options Calls 20 Puts 8
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