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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.98 Million 0.02% of portfolio
55,212
Q1 2025 Added 6.97%
$0
$2.64 Million 0.02% of portfolio
17,209
Q1 2025 New
$0
$2.19 Million 0.02% of portfolio
26,485
Q1 2025 Reduced 8.77%
$0
$2.21 Million 0.02% of portfolio
46,552
Q1 2025 New
$0
$2 Million 0.02% of portfolio
15,714
Q1 2025 Reduced 0.39%
$0
$1.73 Million 0.02% of portfolio
33,113
Q1 2025 Added 4.56%
$0
$2.71 Million 0.02% of portfolio
34,739
Q1 2025 Reduced 26.73%
$0
$1.83 Million 0.02% of portfolio
7,143
Q1 2025 Added 213.43%
$0
$1.99 Million 0.02% of portfolio
16,938
Q1 2025 Added 3.26%
$0
$2.75 Million 0.02% of portfolio
24,922
Q1 2025 Reduced 5.43%
$0
$2.11 Million 0.02% of portfolio
35,025
Q1 2025 Reduced 6.67%
$0
$2.86 Million 0.02% of portfolio
50,599
Q1 2025 Added 27.25%
$0
$1.74 Million 0.02% of portfolio
63,541
Q1 2025 Added 13.69%
$0
$2.17 Million 0.02% of portfolio
82,690
Q1 2025 Reduced 2.79%
$0
$2.12 Million 0.02% of portfolio
27,841
Q1 2025 Reduced 14.91%
$0
$2.73 Million 0.02% of portfolio
53,395
Q1 2025 Added 1.39%
$0
$2.88 Million 0.02% of portfolio
71,065
Q1 2025 Reduced 31.72%
$0
$812,000 0.01% of portfolio
28,851
Q1 2025 Reduced 1.1%
$0
$781,000 0.01% of portfolio
15,746
Q1 2025 Added 5.76%
$0
$663,000 0.01% of portfolio
4,114
Q1 2025 Reduced 5.73%
$0
$1.53 Million 0.01% of portfolio
30,430
Q1 2025 New
$0
$653,000 0.01% of portfolio
6,304
Q1 2025 New
$0
$669,000 0.01% of portfolio
17,736
Q1 2025 Reduced 3.75%
$0
$930,000 0.01% of portfolio
22,427
Q1 2025 New
$0
$1.07 Million 0.01% of portfolio
52,655
Q1 2025 Added 0.82%
$0
$903,000 0.01% of portfolio
80,504
Q1 2025 Reduced 7.03%
$0
$1.23 Million 0.01% of portfolio
30,529
Q1 2025 Reduced 7.35%
$0
$587,000 0.01% of portfolio
15,522
Q1 2025 Added 0.47%
$0
$1.11 Million 0.01% of portfolio
11,099
Q1 2025 New
$0
$863,000 0.01% of portfolio
18,771
Q1 2025 Reduced 27.36%
$0
$587,000 0.01% of portfolio
11,038
Q1 2025 New
$0
$1.33 Million 0.01% of portfolio
34,768
Q1 2025 New
$0
$1.25 Million 0.01% of portfolio
10,755
Q1 2025 New
$0
$908,000 0.01% of portfolio
13,245
Q1 2025 New
$15.6B
$1.25 Million 0.01% of portfolio
40,485
Q1 2025 Added 90.75%
$0
$730,000 0.01% of portfolio
7,061
Q1 2025 Added 22.86%
$0
$1.08 Million 0.01% of portfolio
10,408
Q1 2025 Reduced 9.24%
$0
$665,000 0.01% of portfolio
6,982
Q1 2025 Added 94.97%
$0
$807,000 0.01% of portfolio
21,933
Q1 2025 New
$0
$1.28 Million 0.01% of portfolio
13,864
Q1 2025 Reduced 0.69%
$0
$935,000 0.01% of portfolio
9,354
Q1 2025 Added 3.35%
$0
$1.46 Million 0.01% of portfolio
11,948
Q1 2025 Added 3.15%
$0
$1.21 Million 0.01% of portfolio
48,586
Q1 2025 Reduced 5.98%
$0
$1.13 Million 0.01% of portfolio
48,825
Q1 2025 Reduced 6.06%
$0
$970,000 0.01% of portfolio
10,636
Q1 2025 Reduced 2.13%
$0
$867,000 0.01% of portfolio
19,765
Q1 2025 New
$0
$907,000 0.01% of portfolio
24,996
Q1 2025 Added 18.1%
$0
$1.66 Million 0.01% of portfolio
22,869
Q1 2025 New
$0
$951,000 0.01% of portfolio
21,779
Q1 2025 Reduced 37.36%

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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