Sequoia Financial Advisors, LLC Portfolio Holdings

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025

Sequoia Financial Advisors, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $11.6 Billion distributed in 1369 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 $951M, Ishares Tr with a value of $353M, Apple Inc. with a value of $337M, Vanguard Russell 1000 Growth E with a value of $301M, and ETF Ser Solution Distillate Us with a value of $285M.

Examining the 13F form we can see an increase of $9.21M in the current position value, from $11.5B to 11.6B.

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

Portfolio value $11.6 Billion
ETFs: $6.33 Billion
Technology: $1.38 Billion
Financial Services: $852 Million
Consumer Cyclical: $660 Million
Industrials: $555 Million
Healthcare: $491 Million
Communication Services: $354 Million
Consumer Defensive: $296 Million
Other: $493 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$147B
$2.21 Million 0.02% of portfolio
31,762
Q1 2025 Added 0.29%
$12.5B
$2.74 Million 0.02% of portfolio
52,195
Q1 2025 Added 11.4%
$4.95B
$1.81 Million 0.02% of portfolio
14,938
Q1 2025 Added 6.55%
$86.5B
$1.81 Million 0.02% of portfolio
27,686
Q1 2025 Reduced 3.66%
$10.8B
$1.9 Million 0.02% of portfolio
34,895
Q1 2025 Added 0.17%
$79.2B
$2.71 Million 0.02% of portfolio
15,406
Q1 2025 Added 7.91%
$50B
$2.65 Million 0.02% of portfolio
8,864
Q1 2025 Added 4.63%
$24.8B
$2.26 Million 0.02% of portfolio
22,015
Q1 2025 Added 11.68%
$15.6B
$2.88 Million 0.02% of portfolio
21,030
Q1 2025 Added 7.02%
$3.45B
$2.29 Million 0.02% of portfolio
82,302
Q1 2025 Added 4.66%
$186B
$1.78 Million 0.02% of portfolio
15,808
Q1 2025 Added 4.07%
$69B
$2.56 Million 0.02% of portfolio
17,546
Q1 2025 Added 413.49%
$29.8B
$2.87 Million 0.02% of portfolio
113,092
Q1 2025 Added 35.33%
$18.1B
$2.04 Million 0.02% of portfolio
132,752
Q1 2025 Added 16.66%
$89.9B
$2.13 Million 0.02% of portfolio
6,475
Q1 2025 Added 2.52%
$103B
$1.77 Million 0.02% of portfolio
5,247
Q1 2025 Reduced 4.2%
$6.88B
$2.13 Million 0.02% of portfolio
40,556
Q1 2025 Reduced 0.62%
$56.4B
$2.51 Million 0.02% of portfolio
18,975
Q1 2025 Added 4.16%
$78.4B
$1.79 Million 0.02% of portfolio
15,217
Q1 2025 Added 3.15%
$6.01B
$2.82 Million 0.02% of portfolio
85,944
Q1 2025 Added 9.9%
$1.94B
$1.76 Million 0.02% of portfolio
56,723
Q1 2025 New
$70.3B
$2.5 Million 0.02% of portfolio
41,765
Q1 2025 Added 2.14%
$39.1B
$1.87 Million 0.02% of portfolio
26,448
Q1 2025 Added 28.61%
$41.4B
$2.18 Million 0.02% of portfolio
13,822
Q1 2025 Added 1.77%
$6.58B
$2.64 Million 0.02% of portfolio
80,119
Q1 2025 New
$27.5B
$717,000 0.01% of portfolio
7,025
Q1 2025 Reduced 1.11%
$55.1B
$1.12 Million 0.01% of portfolio
9,369
Q1 2025 Added 56.54%
$42.7B
$1.19 Million 0.01% of portfolio
12,488
Q1 2025 Added 87.56%
$4.04B
$771,000 0.01% of portfolio
20,148
Q1 2025 Added 1.09%
$39.4B
$916,000 0.01% of portfolio
3,395
Q1 2025 Added 3.0%
$25.7B
$862,000 0.01% of portfolio
8,589
Q1 2025 Added 8.9%
$40.9B
$951,000 0.01% of portfolio
5,526
Q1 2025 Reduced 2.54%
$138B
$1.55 Million 0.01% of portfolio
25,254
Q1 2025 Added 224.69%
$32.6B
$590,000 0.01% of portfolio
1,864
Q1 2025 Added 8.62%
$107B
$841,000 0.01% of portfolio
3,174
Q1 2025 Added 0.99%
$31.3B
$1.08 Million 0.01% of portfolio
1,829
Q1 2025 Added 1.33%
$7.49B
$892,000 0.01% of portfolio
6,332
Q1 2025 New
$22.5B
$889,000 0.01% of portfolio
101,583
Q1 2025 Added 4.89%
$53.1B
$1.04 Million 0.01% of portfolio
4,216
Q1 2025 Added 6.68%
$28.1B
$591,000 0.01% of portfolio
2,757
Q1 2025 Reduced 0.76%
$14.5B
$904,000 0.01% of portfolio
5,084
Q1 2025 Reduced 10.32%
$7.18B
$850,000 0.01% of portfolio
4,471
Q1 2025 Added 128.7%
$39.9B
$663,000 0.01% of portfolio
15,103
Q1 2025 Added 26.87%
$88.8B
$882,000 0.01% of portfolio
64,825
Q1 2025 Added 3.83%
$143B
$846,000 0.01% of portfolio
126,369
Q1 2025 Reduced 3.17%
$13.8B
$783,000 0.01% of portfolio
22,893
Q1 2025 Added 130.38%
$50B
$1.35 Million 0.01% of portfolio
5,879
Q1 2025 Added 22.22%
$135B
$1.49 Million 0.01% of portfolio
30,617
Q1 2025 Reduced 20.2%
$3.28B
$939,000 0.01% of portfolio
46,989
Q1 2025 Reduced 54.23%

Summary

  • Portfolio
  • No. of Stocks 1,369
  • Current Value $11.6 Billion
  • Prior Value $11.5 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 129 stocks
  • Additional Purchases 656 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 511 stocks
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