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 $50 Millions to $300 Millions
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