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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.2B
$3.91 Million 0.04% of portfolio
4,795
Q3 2024 Reduced 2.78%
$87.7B
$3.26 Million 0.04% of portfolio
6,594
Q3 2024 Added 3.55%
$108B
$3.73 Million 0.04% of portfolio
35,999
Q3 2024 Added 2.74%
$38.3B
$3.71 Million 0.04% of portfolio
50,862
Q3 2024 Added 3.37%
$238B
$3.75 Million 0.04% of portfolio
31,519
Q3 2024 Reduced 0.97%
$52.6B
$3.89 Million 0.04% of portfolio
29,006
Q3 2024 Added 27.11%
$62.4B
$3.72 Million 0.04% of portfolio
28,296
Q3 2024 Added 40.18%
$59.4B
$3.96 Million 0.04% of portfolio
22,314
Q3 2024 Reduced 4.53%
$0
$3.54 Million 0.04% of portfolio
86,094
Q3 2024 Added 8.79%
$0
$3.71 Million 0.04% of portfolio
42,242
Q3 2024 Added 4.01%
$0
$3.18 Million 0.04% of portfolio
20,641
Q3 2024 Added 11.01%
$0
$3.66 Million 0.04% of portfolio
59,267
Q3 2024 Reduced 3.31%
$0
$3.34 Million 0.04% of portfolio
73,497
Q3 2024 Reduced 0.62%
$18.2B
$3.96 Million 0.04% of portfolio
44,680
Q3 2024 Added 2.76%
$141B
$3.94 Million 0.04% of portfolio
52,477
Q3 2024 Added 4.6%
$0
$3.33 Million 0.04% of portfolio
34,225
Q3 2024 Added 99.66%
$0
$3.43 Million 0.04% of portfolio
72,722
Q3 2024 Reduced 5.09%
$32.3B
$3.45 Million 0.04% of portfolio
16,449
Q3 2024 Added 3.46%
$0
$3.67 Million 0.04% of portfolio
34,588
Q3 2024 Added 3.09%
$5.43B
$2.75 Million 0.03% of portfolio
60,691
Q3 2024 Added 1.75%
$14.4B
$2.75 Million 0.03% of portfolio
30,292
Q3 2024 Added 8.52%
$59.9B
$2.59 Million 0.03% of portfolio
5,503
Q3 2024 Added 54.97%
$109B
$2.86 Million 0.03% of portfolio
12,431
Q3 2024 Added 4.96%
$37B
$2.56 Million 0.03% of portfolio
22,860
Q3 2024 Added 9.53%
$119B
$2.27 Million 0.03% of portfolio
5,917
Q3 2024 Added 5.64%
$275B
$2.43 Million 0.03% of portfolio
2,921
Q3 2024 Reduced 4.82%
$202B
$2.36 Million 0.03% of portfolio
30,266
Q3 2024 Added 0.01%
$125B
$2.47 Million 0.03% of portfolio
8,932
Q3 2024 Added 11.51%
$420B
$2.76 Million 0.03% of portfolio
4
Q2 2023 New
$132B
$2.36 Million 0.03% of portfolio
38,007
Q3 2024 Added 38.21%
$5.11B
$3.06 Million 0.03% of portfolio
104,613
Q3 2024 New
$8.07B
$2.36 Million 0.03% of portfolio
34,172
Q3 2024 Added 3.8%
$13.8B
$2.38 Million 0.03% of portfolio
21,552
Q3 2024 Added 6.73%
$13.9B
$2.68 Million 0.03% of portfolio
8,166
Q3 2024 Added 26.23%
$72.3B
$3 Million 0.03% of portfolio
47,708
Q3 2024 Added 49.24%
$51.2B
$2.63 Million 0.03% of portfolio
16,269
Q3 2024 Added 34.41%
$0
$2.39 Million 0.03% of portfolio
88,784
Q3 2024 Added 7.95%
$0
$2.37 Million 0.03% of portfolio
83,358
Q3 2024 Added 0.86%
$14.5B
$3.03 Million 0.03% of portfolio
13,738
Q3 2024 Added 2.1%
$76.1B
$2.53 Million 0.03% of portfolio
9,253
Q3 2024 Added 19.39%
$43.7B
$2.76 Million 0.03% of portfolio
261,662
Q3 2024 Reduced 2.04%
$38.4B
$2.75 Million 0.03% of portfolio
37,261
Q3 2024 Reduced 1.34%
$81.9B
$2.51 Million 0.03% of portfolio
55,969
Q3 2024 Added 28.25%
$32.2B
$2.64 Million 0.03% of portfolio
25,821
Q3 2024 Added 1.73%
$8.72B
$2.82 Million 0.03% of portfolio
95,216
Q3 2024 Added 1.95%
$179B
$2.41 Million 0.03% of portfolio
53,240
Q3 2024 Added 102.91%
$23.6B
$2.52 Million 0.03% of portfolio
5,889
Q3 2024 Added 2.65%
$0
$2.89 Million 0.03% of portfolio
34,812
Q3 2024 Reduced 78.64%
$0
$3.07 Million 0.03% of portfolio
39,332
Q3 2024 Added 4.5%

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
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email