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
$98.6B
$3.62 Million 0.04% of portfolio
28,978
Q3 2024 Added 751.54%
$62.7B
$3.64 Million 0.04% of portfolio
50,613
Q3 2024 Added 185.97%
$82.3B
$3.53 Million 0.04% of portfolio
23,217
Q3 2024 Added 10.36%
$197B
$3.17 Million 0.04% of portfolio
752
Q3 2024 Added 1.08%
$11.7B
$3.93 Million 0.04% of portfolio
36,163
Q3 2024 Added 5.7%
$23B
$3.61 Million 0.04% of portfolio
75,520
Q3 2024 Added 1.95%
$13.3B
$3.68 Million 0.04% of portfolio
75,138
Q3 2024 Reduced 7.47%
$22.6B
$3.58 Million 0.04% of portfolio
31,098
Q3 2024 Added 0.59%
$74.9B
$3.95 Million 0.04% of portfolio
114,523
Q3 2024 Added 13.39%
$85.2B
$3.28 Million 0.04% of portfolio
28,436
Q3 2024 Added 19.94%
$97.4B
$3.47 Million 0.04% of portfolio
6,665
Q3 2024 Added 5.33%
$87.2B
$3.87 Million 0.04% of portfolio
95,415
Q3 2024 Added 393.28%
$1.93B
$3.38 Million 0.04% of portfolio
18,047
Q3 2024 Added 66.09%
$17B
$3.16 Million 0.04% of portfolio
94,728
Q3 2024 Added 2.79%
$103B
$3.24 Million 0.04% of portfolio
108,708
Q3 2024 Added 72.54%
$190B
$3.74 Million 0.04% of portfolio
7,618
Q3 2024 Added 4.21%
$60.1B
$3.79 Million 0.04% of portfolio
171,743
Q3 2024 Added 305.77%
$10.2B
$3.91 Million 0.04% of portfolio
4,795
Q3 2024 Reduced 2.78%
$87.7B
$3.26 Million 0.04% of portfolio
6,594
Q3 2024 Added 3.55%
$108B
$3.73 Million 0.04% of portfolio
35,999
Q3 2024 Added 2.74%
$38.3B
$3.71 Million 0.04% of portfolio
50,862
Q3 2024 Added 3.37%
$238B
$3.75 Million 0.04% of portfolio
31,519
Q3 2024 Reduced 0.97%
$52.6B
$3.89 Million 0.04% of portfolio
29,006
Q3 2024 Added 27.11%
$62.4B
$3.72 Million 0.04% of portfolio
28,296
Q3 2024 Added 40.18%
$59.4B
$3.96 Million 0.04% of portfolio
22,314
Q3 2024 Reduced 4.53%
$18.2B
$3.96 Million 0.04% of portfolio
44,680
Q3 2024 Added 2.76%
$141B
$3.94 Million 0.04% of portfolio
52,477
Q3 2024 Added 4.6%
$32.3B
$3.45 Million 0.04% of portfolio
16,449
Q3 2024 Added 3.46%
$5.43B
$2.75 Million 0.03% of portfolio
60,691
Q3 2024 Added 1.75%
$14.4B
$2.75 Million 0.03% of portfolio
30,292
Q3 2024 Added 8.52%
$59.9B
$2.59 Million 0.03% of portfolio
5,503
Q3 2024 Added 54.97%
$109B
$2.86 Million 0.03% of portfolio
12,431
Q3 2024 Added 4.96%
$37B
$2.56 Million 0.03% of portfolio
22,860
Q3 2024 Added 9.53%
$119B
$2.27 Million 0.03% of portfolio
5,917
Q3 2024 Added 5.64%
$275B
$2.43 Million 0.03% of portfolio
2,921
Q3 2024 Reduced 4.82%
$202B
$2.36 Million 0.03% of portfolio
30,266
Q3 2024 Added 0.01%
$125B
$2.47 Million 0.03% of portfolio
8,932
Q3 2024 Added 11.51%
$420B
$2.76 Million 0.03% of portfolio
4
Q2 2023 New
$132B
$2.36 Million 0.03% of portfolio
38,007
Q3 2024 Added 38.21%
$5.11B
$3.06 Million 0.03% of portfolio
104,613
Q3 2024 New
$8.07B
$2.36 Million 0.03% of portfolio
34,172
Q3 2024 Added 3.8%
$13.8B
$2.38 Million 0.03% of portfolio
21,552
Q3 2024 Added 6.73%
$13.9B
$2.68 Million 0.03% of portfolio
8,166
Q3 2024 Added 26.23%
$72.3B
$3 Million 0.03% of portfolio
47,708
Q3 2024 Added 49.24%
$51.2B
$2.63 Million 0.03% of portfolio
16,269
Q3 2024 Added 34.41%
$14.5B
$3.03 Million 0.03% of portfolio
13,738
Q3 2024 Added 2.1%
$76.1B
$2.53 Million 0.03% of portfolio
9,253
Q3 2024 Added 19.39%
$43.7B
$2.76 Million 0.03% of portfolio
261,662
Q3 2024 Reduced 2.04%
$38.4B
$2.75 Million 0.03% of portfolio
37,261
Q3 2024 Reduced 1.34%

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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