Sequoia Financial Advisors, LLC New Holdings in Q3 2025

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
3.65M
New
$303.93 - $329.86 $1.11B - $1.2B
3.65M $1.2B
IXUS
Ishares Tr

ETFs
5.84M
New
$76.35 - $82.58 $446M - $482M
5.84M $482M
NVDA
Nvidia Corp

Technology
2.46M
New
$153.3 - $186.58 $376M - $458M
2.46M $458M
AAPL
Apple Inc.

Technology
1.67M
New
$202.38 - $256.87 $337M - $428M
1.67M $424M
MSFT
Microsoft Corp

Technology
770K
New
$491.09 - $535.64 $378M - $412M
770K $399M
VONG
Vanguard Russell 1000 Growth E

ETFs
3.18M
New
$108.08 - $121.73 $344M - $387M
3.18M $383M
DSTL
ETF Ser Solution Distillate Us

ETFs
5.74M
New
$54.44 - $58.24 $313M - $335M
5.74M $333M
DFAU
Dimensional ETF Tr

ETFs
7.01M
New
$42.42 - $45.96 $297M - $322M
7.01M $321M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.31M
New
$78.96 - $80.04 $262M - $265M
3.31M $265M
AMZN
Amazon Com Inc

Consumer Cyclical
1.16M
New
$211.65 - $238.24 $245M - $276M
1.16M $254M
JPIE
J P Morgan Exchange Traded Fd
4.61M
New
$46.01 - $46.55 $212M - $215M
4.61M $214M
AVGO
Broadcom Inc.

Technology
627K
New
$264.74 - $369.57 $166M - $232M
627K $207M
MUB
Ishares National Muni Bond ETF

ETFs
1.7M
New
$103.24 - $106.68 $176M - $182M
1.7M $182M
ACWI
Ishares Msci Acwi ETF

ETFs
1.29M
New
$128.32 - $138.41 $166M - $179M
1.29M $179M
GLD
Spdr Gold Trust

ETFs
484K
New
$300.96 - $355.47 $146M - $172M
484K $172M
TDVG
T Rowe Price Exchange Traded F

Technology
3.76M
New
$42.05 - $43.96 $158M - $165M
3.76M $165M
META
Meta Platforms, Inc.

Communication Services
225K
New
$695.21 - $791.73 $156M - $178M
225K $165M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
4.89M
New
$29.55 - $32.52 $144M - $159M
4.89M $157M
DIHP
Dimensional ETF Tr Dimensional

ETFs
4.88M
New
$28.69 - $30.59 $140M - $149M
4.88M $148M
GOOG
Alphabet Inc.

Communication Services
606K
New
$175.16 - $255.24 $106M - $155M
606K $148M
VTV
Vanguard Value ETF

ETFs
697K
New
$175.51 - $186.57 $122M - $130M
697K $130M
VUG
Vanguard Growth ETF

ETFs
268K
New
$433.97 - $484.08 $116M - $130M
268K $128M
GS
Goldman Sachs Group Inc

Financial Services
146K
New
$696.56 - $806.32 $101M - $117M
146K $116M
JPM
Jpmorgan Chase & CO

Financial Services
365K
New
$282.78 - $316.06 $103M - $115M
365K $115M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
226K
New
$459.11 - $506.91 $104M - $115M
226K $114M
LLY
Eli Lilly & CO

Healthcare
146K
New
$625.65 - $812.69 $91.5M - $119M
146K $112M
GOOGL
Alphabet Inc.

Communication Services
458K
New
$174.36 - $254.72 $79.9M - $117M
458K $111M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.08M
New
$100.37 - $100.74 $108M - $108M
1.08M $108M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.39M
New
$68.95 - $75.02 $96.1M - $105M
1.39M $104M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.8M
New
$55.15 - $58.11 $99.1M - $104M
1.8M $103M
RTX
Raytheon Technologies Corp

Industrials
615K
New
$144.19 - $167.33 $88.7M - $103M
615K $103M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.41M
New
$67.01 - $72.84 $94.5M - $103M
1.41M $102M
SPY
Spdr S&P 500 ETF Trust

ETFs
151K
New
$617.65 - $666.84 $93.5M - $101M
151K $101M
AVUV
American Centy ETF Tr Avantis

ETFs
1M
New
$90.37 - $102.12 $90.5M - $102M
1M $99.7M
DFAI
Dimensional ETF Tr

ETFs
2.53M
New
$34.05 - $36.55 $86.1M - $92.4M
2.53M $91.9M
CAT
Caterpillar Inc

Industrials
177K
New
$390.92 - $477.15 $69M - $84.3M
177K $84.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.63M
New
$48.5 - $50.19 $78.9M - $81.6M
1.63M $81.4M
V
Visa Inc.

Financial Services
237K
New
$332.09 - $358.86 $78.8M - $85.2M
237K $81.1M
MGV
Vanguard Mega Cap Value

ETFs
586K
New
$129.46 - $137.85 $75.8M - $80.7M
586K $80.7M
WMT
Walmart Inc.

Consumer Defensive
772K
New
$94.4 - $104.27 $72.9M - $80.5M
772K $79.6M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.3M
New
$53.36 - $59.69 $69.1M - $77.3M
1.3M $75.4M
COST
Costco Wholesale Corp

Consumer Defensive
79.8K
New
$915.95 - $994.57 $73.1M - $79.3M
79.8K $73.8M
XOM
Exxon Mobil Corp

Energy
649K
New
$105.83 - $117.22 $68.6M - $76M
649K $73.1M
HD
Home Depot, Inc.

Consumer Cyclical
177K
New
$357.4 - $423.42 $63.3M - $75M
177K $71.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
575K
New
$108.46 - $120.63 $62.4M - $69.4M
575K $68.3M
WYNN
Wynn Resorts LTD

Consumer Cyclical
527K
New
$101.96 - $132.43 $53.7M - $69.8M
527K $67.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
107K
New
$546.99 - $602.2 $58.7M - $64.7M
107K $64.5M
CRM
Salesforce, Inc.

Technology
261K
New
$231.66 - $273.65 $60.4M - $71.4M
261K $61.8M
ORCL
Oracle Corp

Technology
219K
New
$218.96 - $328.33 $47.8M - $71.7M
219K $61.5M
Activity Summary
Buys All Purchases 1703 New Holdings 1703 Increased Positions 0 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 21 Puts 17
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