Sequoia Financial Advisors, LLC Portfolio Holdings
Sequoia Financial Advisors, LLC
- $8.93 Billion
- Q3 2024
Sequoia Financial Advisors, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $8.93 Billion distributed in 1289 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 $844M, Vanguard Russell 1000 Growth E with a value of $320M, Apple Inc. with a value of $312M, Ishares Tr with a value of $284M, and Microsoft Corp with a value of $269M.
Examining the 13F form we can see an increase of $872M in the current position value, from $8.06B to 8.93B.
Below you can find more details about Sequoia Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$8.93 Billion
ETFs: $4.11 Billion
Technology: $1.4 Billion
Financial Services: $589 Million
Consumer Cyclical: $581 Million
Healthcare: $504 Million
Industrials: $460 Million
Communication Services: $391 Million
Consumer Defensive: $246 Million
Other: $535 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,289
- Current Value $8.93 Billion
- Prior Value $8.06 Billion
- Filing
- Period Q3 2024
- Filing Date October 21, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 155 stocks
- Additional Purchases 712 stocks
- Sold out of 0 stocks
- Reduced holdings in 343 stocks