Sequoia Financial Advisors, LLC Portfolio Holdings
Sequoia Financial Advisors, LLC
- $14.6 Billion
- Q3 2025
Sequoia Financial Advisors, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $14.6 Billion distributed in 1742 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 $1.2B, Ishares Tr with a value of $482M, Nvidia Corp with a value of $458M, Apple Inc. with a value of $424M, and Microsoft Corp with a value of $399M.
Examining the 13F form we can see an decrease of $3.61B in the current position value, from $18.2B to 14.6B.
Below you can find more details about Sequoia Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$14.6 Billion
ETFs: $7.39 Billion
Technology: $2.15 Billion
Financial Services: $1.07 Billion
Consumer Cyclical: $820 Million
Industrials: $786 Million
Communication Services: $550 Million
Healthcare: $499 Million
Consumer Defensive: $317 Million
Other: $628 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,742
- Current Value $14.6 Billion
- Prior Value $18.2 Billion
- Filing
- Period Q3 2025
- Filing Date October 28, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 1,703 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 1 stocks