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
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