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
$81.9B
$2.51 Million 0.03% of portfolio
55,969
Q3 2024 Added 28.25%
$32.2B
$2.64 Million 0.03% of portfolio
25,821
Q3 2024 Added 1.73%
$8.72B
$2.82 Million 0.03% of portfolio
95,216
Q3 2024 Added 1.95%
$179B
$2.41 Million 0.03% of portfolio
53,240
Q3 2024 Added 102.91%
$23.6B
$2.52 Million 0.03% of portfolio
5,889
Q3 2024 Added 2.65%
$5.31B
$2.58 Million 0.03% of portfolio
24,126
Q3 2024 Added 4.7%
$7.78B
$2.76 Million 0.03% of portfolio
22,523
Q3 2024 Added 0.25%
$47.5B
$2.56 Million 0.03% of portfolio
10,773
Q3 2024 Reduced 39.05%
$2.14B
$2.42 Million 0.03% of portfolio
51,027
Q3 2024 Added 0.03%
$78.9B
$2.5 Million 0.03% of portfolio
15,361
Q3 2024 Added 7.01%
$23.1B
$2.46 Million 0.03% of portfolio
1,567
Q3 2024 Added 63.4%
$91.5B
$2.75 Million 0.03% of portfolio
11,053
Q3 2024 Added 25.42%
$94.4B
$3.06 Million 0.03% of portfolio
1,491
Q3 2024 Added 42.68%
$89.9B
$2.32 Million 0.03% of portfolio
31,473
Q3 2024 Added 26.93%
$29.5B
$2.46 Million 0.03% of portfolio
47,086
Q3 2024 Added 0.14%
$82.4B
$2.66 Million 0.03% of portfolio
5,906
Q3 2024 Added 48.88%
$222B
$3.12 Million 0.03% of portfolio
27,119
Q3 2024 Reduced 0.07%
$12.3B
$3.1 Million 0.03% of portfolio
44,060
Q3 2024 Added 3.58%
$76.9B
$2.34 Million 0.03% of portfolio
2,033
Q3 2024 Added 19.59%
$84B
$2.5 Million 0.03% of portfolio
13,519
Q3 2024 Added 49.0%
$58.2B
$2.46 Million 0.03% of portfolio
6,762
Q3 2024 Added 13.99%
$29.5B
$2.82 Million 0.03% of portfolio
19,624
Q3 2024 Added 8.26%
$15.6B
$2.56 Million 0.03% of portfolio
18,709
Q3 2024 Added 1.45%
$4.35B
$2.53 Million 0.03% of portfolio
78,479
Q3 2024 New
$15.3B
$2.89 Million 0.03% of portfolio
23,865
Q3 2024 Added 2.1%
$59.9B
$2.74 Million 0.03% of portfolio
4,930
Q3 2024 Added 10.41%
$166B
$2.88 Million 0.03% of portfolio
5,576
Q3 2024 Added 13.75%
$271B
$2.53 Million 0.03% of portfolio
11,032
Q3 2024 Added 5.35%
$235B
$2.97 Million 0.03% of portfolio
45,025
Q3 2024 Added 25.31%
$83.8B
$3.05 Million 0.03% of portfolio
6,016
Q3 2024 Added 16.68%
$2.18B
$2.28 Million 0.03% of portfolio
48,310
Q3 2024 Added 407.83%
$296B
$2.94 Million 0.03% of portfolio
14,255
Q3 2024 Added 17.54%
$60.1B
$2.42 Million 0.03% of portfolio
10,341
Q3 2024 Added 43.25%
$54B
$2.32 Million 0.03% of portfolio
17,148
Q3 2024 Added 0.32%
$6.15B
$2.31 Million 0.03% of portfolio
68,368
Q3 2024 Added 18.17%
$10.4B
$2.39 Million 0.03% of portfolio
13,949
Q3 2024 Added 2.31%
$69.3B
$1.56 Million 0.02% of portfolio
13,947
Q3 2024 Reduced 1.35%
$52.9B
$1.52 Million 0.02% of portfolio
8,009
Q3 2024 Added 3.93%
$99.3B
$2.16 Million 0.02% of portfolio
42,263
Q3 2024 Added 10.55%
$57.6B
$1.49 Million 0.02% of portfolio
20,336
Q3 2024 Added 1.99%
$507M
$1.4 Million 0.02% of portfolio
113,991
Q3 2024 Added 5.14%
$59.5B
$1.71 Million 0.02% of portfolio
542
Q3 2024 Added 22.35%
$64.8B
$1.38 Million 0.02% of portfolio
5,705
Q3 2024 Added 15.6%
$3.1B
$1.69 Million 0.02% of portfolio
89,186
Q3 2024 New
$125B
$2.21 Million 0.02% of portfolio
26,392
Q3 2024 Added 0.37%
$89B
$1.57 Million 0.02% of portfolio
50,068
Q3 2024 Added 39.72%
$5.23B
$2.21 Million 0.02% of portfolio
67,604
Q3 2024 New
$39.3B
$1.53 Million 0.02% of portfolio
46,139
Q3 2024 Added 100.61%
$10B
$1.88 Million 0.02% of portfolio
9,531
Q3 2024 Reduced 32.96%

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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