Sequoia Financial Advisors, LLC Portfolio Holdings

Sequoia Financial Advisors, LLC

  • $13 Billion
  • Q2 2025

Sequoia Financial Advisors, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $13 Billion distributed in 1588 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 $1.08B, Ishares Tr with a value of $429M, Nvidia Corp with a value of $378M, Microsoft Corp with a value of $363M, and Vanguard Russell 1000 Growth E with a value of $359M.

Examining the 13F form we can see an increase of $1.5B in the current position value, from $11.6B to 13B.

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

Portfolio value $13 Billion
ETFs: $6.8 Billion
Technology: $1.84 Billion
Financial Services: $978 Million
Consumer Cyclical: $752 Million
Industrials: $703 Million
Healthcare: $481 Million
Communication Services: $460 Million
Consumer Defensive: $309 Million
Other: $554 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$46.9B
$2.07 Million 0.02% of portfolio
26,461
Q2 2025 Added 12.62%
$67.5B
$2.68 Million 0.02% of portfolio
6,880
Q2 2025 Added 2.43%
$86.8B
$2.99 Million 0.02% of portfolio
22,456
Q2 2025 Added 13.91%
$61.5B
$1.98 Million 0.02% of portfolio
8,717
Q2 2025 Added 4.63%
$94.3B
$2.37 Million 0.02% of portfolio
4,834
Q2 2025 Added 5.11%
$44.5B
$2.29 Million 0.02% of portfolio
210,791
Q2 2025 Added 1.52%
$82.6B
$2.12 Million 0.02% of portfolio
20,099
Q2 2025 Added 22.61%
$74.4B
$2.59 Million 0.02% of portfolio
52,609
Q2 2025 Added 9.9%
$14.3B
$2.98 Million 0.02% of portfolio
34,636
Q2 2025 Added 23.85%
$145B
$2.61 Million 0.02% of portfolio
34,073
Q2 2025 Added 3.44%
$10.2B
$2.63 Million 0.02% of portfolio
138,808
Q2 2025 Added 55.69%
$72.4B
$2.03 Million 0.02% of portfolio
7,640
Q2 2025 Added 3.09%
$119B
$2.48 Million 0.02% of portfolio
73,596
Q2 2025 Reduced 2.34%
$74.2B
$2.48 Million 0.02% of portfolio
133,913
Q2 2025 Added 78.54%
$92.9B
$2.35 Million 0.02% of portfolio
104,758
Q2 2025 Added 11.64%
$12.3B
$2.17 Million 0.02% of portfolio
80,711
Q2 2025 Added 11.61%
$129B
$3.19 Million 0.02% of portfolio
23,958
Q2 2025 Added 4.95%
$128B
$2.74 Million 0.02% of portfolio
3,056
Q2 2025 Added 4.37%
$51.8B
$2.18 Million 0.02% of portfolio
30,414
Q2 2025 Added 30.35%
$52.3B
$3.01 Million 0.02% of portfolio
12,011
Q2 2025 Added 19.33%
$58.8B
$2.46 Million 0.02% of portfolio
77,013
Q2 2025 Added 26.95%
$85.4B
$2.85 Million 0.02% of portfolio
17,182
Q2 2025 Added 0.17%
$27.1B
$3.05 Million 0.02% of portfolio
1,527
Q2 2025 Added 0.86%
$120B
$3 Million 0.02% of portfolio
1,149
Q2 2025 Added 4.08%
$96.2B
$2.56 Million 0.02% of portfolio
38,024
Q2 2025 Added 19.73%
$94B
$2.26 Million 0.02% of portfolio
4,515
Q2 2025 Added 19.32%
$70.9B
$2.84 Million 0.02% of portfolio
6,752
Q2 2025 Added 1.06%
$26.8B
$2.03 Million 0.02% of portfolio
16,036
Q2 2025 Added 18.09%
$160B
$2.58 Million 0.02% of portfolio
37,434
Q2 2025 Added 17.86%
$45.4B
$2.34 Million 0.02% of portfolio
170,485
Q2 2025 Added 3.39%
$90B
$2.53 Million 0.02% of portfolio
34,060
Q2 2025 Added 23.02%
$79.2B
$3.06 Million 0.02% of portfolio
16,432
Q2 2025 Added 6.66%
$101B
$2.1 Million 0.02% of portfolio
19,953
Q2 2025 Added 44.45%
$43.4B
$2.03 Million 0.02% of portfolio
24,072
Q2 2025 Added 17.87%
$15.6B
$3.02 Million 0.02% of portfolio
22,052
Q2 2025 Added 4.86%
$35.8B
$2.46 Million 0.02% of portfolio
42,769
Q2 2025 Added 86.29%
$184B
$2.48 Million 0.02% of portfolio
18,823
Q2 2025 Added 19.07%
$50B
$2.44 Million 0.02% of portfolio
72,281
Q2 2025 Reduced 10.81%
$145B
$2.28 Million 0.02% of portfolio
19,751
Q2 2025 Added 13.02%
$132B
$2.45 Million 0.02% of portfolio
3,192
Q2 2025 Added 24.69%
$48.7B
$2.37 Million 0.02% of portfolio
24,048
Q2 2025 Reduced 50.74%
$18.1B
$2.23 Million 0.02% of portfolio
133,293
Q2 2025 Added 0.41%
$89.7B
$2.56 Million 0.02% of portfolio
7,740
Q2 2025 Added 19.54%
$107B
$2.46 Million 0.02% of portfolio
5,621
Q2 2025 Added 7.13%
$155B
$2.87 Million 0.02% of portfolio
46,975
Q2 2025 Added 32.35%
$54.1B
$2.74 Million 0.02% of portfolio
20,401
Q2 2025 Added 7.52%
$81.7B
$2.39 Million 0.02% of portfolio
12,315
Q2 2025 Reduced 19.07%
$74.8B
$2.24 Million 0.02% of portfolio
14,574
Q2 2025 Added 43.12%
$71.6B
$2.82 Million 0.02% of portfolio
44,835
Q2 2025 Added 7.35%

Summary

  • Portfolio
  • No. of Stocks 1,588
  • Current Value $13 Billion
  • Prior Value $11.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 260 stocks
  • Additional Purchases 859 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 376 stocks
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