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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$93.5B
$53.3 Million 0.46% of portfolio
152,602
Q1 2025 Added 54.4%
$0
$52.2 Million 0.45% of portfolio
1,014,429
Q1 2025 Added 27.11%
$0
$49.6 Million 0.43% of portfolio
105,720
Q1 2025 Added 5.77%
$0
$50 Million 0.43% of portfolio
88,916
Q1 2025 Added 4.06%
$162B
$49.9 Million 0.43% of portfolio
100,191
Q1 2025 Added 5.94%
$0
$46.8 Million 0.41% of portfolio
1,491,259
Q1 2025 New
$157B
$46.4 Million 0.4% of portfolio
149,061
Q1 2025 Added 3.63%
$152B
$46.1 Million 0.4% of portfolio
217,529
Q1 2025 Added 6.42%
$31.3B
$45.7 Million 0.4% of portfolio
1,400,543
Q1 2025 Added 0.06%
$248B
$44.7 Million 0.39% of portfolio
179,625
Q1 2025 Added 3.27%
$9.86B
$43.9 Million 0.38% of portfolio
525,353
Q1 2025 Added 0.01%
$189B
$41.4 Million 0.36% of portfolio
125,429
Q1 2025 Added 3.48%
$108B
$41.6 Million 0.36% of portfolio
170,440
Q1 2025 Added 30.6%
$0
$41 Million 0.36% of portfolio
497,002
Q1 2025 Added 9.03%
$96B
$41 Million 0.36% of portfolio
177,269
Q1 2025 Added 1.23%
$0
$40.5 Million 0.35% of portfolio
580,604
Q1 2025 New
$409B
$40.2 Million 0.35% of portfolio
242,467
Q1 2025 Reduced 0.77%
$0
$38.9 Million 0.34% of portfolio
529,642
Q1 2025 Reduced 25.29%
$0
$38.2 Million 0.33% of portfolio
580,968
Q1 2025 Reduced 2.54%
$221B
$37 Million 0.32% of portfolio
118,423
Q1 2025 Added 4.91%
$0
$37.1 Million 0.32% of portfolio
409,447
Q1 2025 Added 234.98%
$0
$35.4 Million 0.31% of portfolio
744,689
Q1 2025 Added 21.38%
$23.2B
$35.4 Million 0.31% of portfolio
296,408
Q1 2025 Added 8.7%
$57.5B
$34.2 Million 0.3% of portfolio
147,715
Q1 2025 Reduced 0.87%
$0
$35 Million 0.3% of portfolio
192,134
Q1 2025 Added 838.66%
$0
$34 Million 0.29% of portfolio
1,027,196
Q1 2025 Added 6.0%
$58.6B
$33 Million 0.29% of portfolio
193,591
Q1 2025 Reduced 2.56%
$182B
$33.8 Million 0.29% of portfolio
225,334
Q1 2025 Added 5.34%
$235B
$31.7 Million 0.27% of portfolio
238,858
Q1 2025 Added 10.18%
$362B
$31.2 Million 0.27% of portfolio
747,440
Q1 2025 Added 16.02%
$86.2B
$30.9 Million 0.27% of portfolio
50,776
Q1 2025 Added 1.07%
$6.06B
$30.1 Million 0.26% of portfolio
1,205,913
Q1 2025 New
$0
$30 Million 0.26% of portfolio
514,278
Q1 2025 Added 159.64%
$0
$28.4 Million 0.25% of portfolio
475,442
Q1 2025 Reduced 0.74%
$0
$28.7 Million 0.25% of portfolio
167,954
Q1 2025 Added 29.8%
$479B
$29.4 Million 0.25% of portfolio
210,135
Q1 2025 Reduced 0.83%
$0
$28.8 Million 0.25% of portfolio
1,148,999
Q1 2025 Added 132.75%
$0
$28.7 Million 0.25% of portfolio
587,231
Q1 2025 Reduced 37.2%
$0
$28.3 Million 0.24% of portfolio
139,903
Q1 2025 Reduced 15.86%
$284B
$27.4 Million 0.24% of portfolio
52,290
Q1 2025 Added 79.36%
$0
$26.9 Million 0.23% of portfolio
155,378
Q1 2025 Added 2.42%
$0
$26.2 Million 0.23% of portfolio
140,404
Q1 2025 Reduced 22.54%
$0
$25 Million 0.22% of portfolio
636,012
Q1 2025 Added 14.61%
$206B
$25.2 Million 0.22% of portfolio
280,446
Q1 2025 Reduced 22.41%
$160B
$25.7 Million 0.22% of portfolio
328,160
Q1 2025 Added 1.98%
$1.62B
$24.6 Million 0.21% of portfolio
190,178
Q1 2025 Reduced 7.93%
$101B
$23.7 Million 0.21% of portfolio
169,621
Q1 2025 Added 84.02%
$0
$24 Million 0.21% of portfolio
78,319
Q1 2025 Reduced 0.47%
$261B
$24 Million 0.21% of portfolio
284,808
Q1 2025 Added 1.09%

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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