Sequoia Financial Advisors, LLC Portfolio Holdings

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

Sequoia Financial Advisors, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $8.93 Billion distributed in 1289 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $844M, Vanguard Russell 1000 Growth E with a value of $320M, Apple Inc. with a value of $312M, Ishares Tr with a value of $284M, and Microsoft Corp with a value of $269M.

Examining the 13F form we can see an increase of $872M in the current position value, from $8.06B to 8.93B.

Below you can find more details about Sequoia Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $8.93 Billion
ETFs: $4.11 Billion
Technology: $1.4 Billion
Financial Services: $589 Million
Consumer Cyclical: $581 Million
Healthcare: $504 Million
Industrials: $460 Million
Communication Services: $391 Million
Consumer Defensive: $246 Million
Other: $535 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$947M
$20.5 Million 0.23% of portfolio
646,159
Q3 2024 Added 0.12%
$210B
$20.2 Million 0.23% of portfolio
22,555
Q3 2024 Reduced 7.38%
$983B
$20.3 Million 0.23% of portfolio
77,536
Q3 2024 Added 4.53%
$15.6B
$19.8 Million 0.22% of portfolio
564,621
Q3 2024 Added 137.76%
$61.6B
$19.9 Million 0.22% of portfolio
474,837
Q3 2024 Added 2.02%
$8.32B
$18.4 Million 0.21% of portfolio
645,767
Q4 2023 Added 0.0%
$62B
$18.4 Million 0.21% of portfolio
65,338
Q3 2024 Added 37.72%
$48.2B
$18.6 Million 0.21% of portfolio
204,181
Q3 2024 Added 2,459.3%
$184B
$18.3 Million 0.21% of portfolio
107,807
Q3 2024 Added 10.96%
$317B
$17.8 Million 0.2% of portfolio
121,118
Q3 2024 Added 15.2%
$37.7B
$17.8 Million 0.2% of portfolio
75,054
Q3 2024 Added 17.48%
$2.93B
$18.2 Million 0.2% of portfolio
333,769
Q3 2024 Added 4,050.32%
$101B
$18.3 Million 0.2% of portfolio
47,933
Q3 2024 Reduced 11.89%
$158B
$16.7 Million 0.19% of portfolio
17,626
Q3 2024 Added 14.14%
$58.6B
$17.1 Million 0.19% of portfolio
220,210
Q3 2024 Reduced 7.79%
$191B
$16.3 Million 0.18% of portfolio
390,738
Q3 2024 Added 59.01%
$61.3B
$16.2 Million 0.18% of portfolio
65,249
Q3 2024 Added 16.71%
$13.3B
$16.4 Million 0.18% of portfolio
208,290
Q3 2024 Added 0.02%
$177B
$16 Million 0.18% of portfolio
81,988
Q3 2024 Added 166.52%
$56.9B
$15 Million 0.17% of portfolio
78,530
Q3 2024 Added 15.79%
$151B
$14.8 Million 0.17% of portfolio
58,505
Q3 2024 Added 4.93%
$10.5B
$14.9 Million 0.17% of portfolio
16,896
Q3 2024 New
$128B
$13.9 Million 0.16% of portfolio
91,051
Q3 2024 Added 1.67%
$139B
$14 Million 0.16% of portfolio
119,086
Q3 2024 Added 10.02%
$555B
$14.6 Million 0.16% of portfolio
24,976
Q3 2024 Added 13.68%
$300B
$13.5 Million 0.15% of portfolio
68,449
Q3 2024 Added 23.55%
$96.8B
$13.7 Million 0.15% of portfolio
100,573
Q3 2024 Reduced 9.74%
$132B
$12.9 Million 0.14% of portfolio
206,446
Q3 2024 Added 25.21%
$146B
$12.2 Million 0.14% of portfolio
422,143
Q3 2024 Added 55.86%
$719M
$11.8 Million 0.13% of portfolio
1,916,106
Q3 2024 Added 0.16%
$48.2B
$10.6 Million 0.12% of portfolio
103,096
Q3 2024 Added 5.87%
$270B
$10.3 Million 0.12% of portfolio
143,561
Q3 2024 Added 35.53%
$199B
$10.6 Million 0.12% of portfolio
109,697
Q3 2024 Added 96.23%
$116B
$10.8 Million 0.12% of portfolio
290,206
Q3 2024 Reduced 0.77%
$224B
$9.39 Million 0.11% of portfolio
57,216
Q3 2024 Added 7.49%
$195B
$9.87 Million 0.11% of portfolio
52,347
Q3 2024 Added 33.28%
$80.3B
$9.55 Million 0.11% of portfolio
31,608
Q3 2024 Added 14.93%
$8.93B
$10.1 Million 0.11% of portfolio
1,417,142
Q3 2024 New
$49.1B
$9.09 Million 0.1% of portfolio
180,068
Q3 2024 Added 2.93%
$168B
$9.17 Million 0.1% of portfolio
33,866
Q3 2024 Added 18.5%
$496B
$9.12 Million 0.1% of portfolio
18,467
Q3 2024 Added 17.28%
$46.7B
$8.64 Million 0.1% of portfolio
194,423
Q3 2024 New
$373B
$8.74 Million 0.1% of portfolio
12,316
Q3 2024 Added 3.64%
$69B
$8.97 Million 0.1% of portfolio
6,286
Q3 2024 Added 1.47%
$11.3B
$9.15 Million 0.1% of portfolio
146,900
Q3 2024 Added 82.89%
$5.17B
$8.45 Million 0.09% of portfolio
26,313
Q3 2024 Added 640.79%
$79.5B
$7.75 Million 0.09% of portfolio
61,886
Q3 2024 Added 354.51%
$115B
$8.03 Million 0.09% of portfolio
95,742
Q3 2024 Reduced 0.77%
$25.3B
$8.36 Million 0.09% of portfolio
568,743
Q3 2024 Reduced 1.97%

Summary

  • Portfolio
  • No. of Stocks 1,289
  • Current Value $8.93 Billion
  • Prior Value $8.06 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 155 stocks
  • Additional Purchases 712 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 343 stocks
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