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
$20.9B
$6.16 Million 0.05% of portfolio
16,702
Q1 2025 Added 1,055.85%
$8.18B
$5.43 Million 0.05% of portfolio
70,635
Q1 2025 Reduced 9.49%
$199B
$4.71 Million 0.04% of portfolio
45,811
Q1 2025 Reduced 25.55%
$35.7B
$4.09 Million 0.04% of portfolio
35,004
Q1 2025 Added 3.26%
$105B
$4.47 Million 0.04% of portfolio
74,420
Q1 2025 Reduced 1.72%
$72.7B
$4.34 Million 0.04% of portfolio
51,803
Q1 2025 Reduced 0.55%
$5.28B
$4.07 Million 0.04% of portfolio
125,900
Q1 2025 Added 9.79%
$7.9B
$4.94 Million 0.04% of portfolio
75,012
Q1 2025 Reduced 10.3%
$7.23B
$4.64 Million 0.04% of portfolio
209,274
Q1 2025 Reduced 15.15%
$12.1B
$4.27 Million 0.04% of portfolio
43,322
Q1 2025 Added 9.38%
$6.6B
$4.33 Million 0.04% of portfolio
8,384
Q1 2025 New
$68.6B
$4.24 Million 0.04% of portfolio
144,076
Q1 2025 Added 13.94%
$147B
$4.05 Million 0.04% of portfolio
19,735
Q1 2025 Reduced 11.58%
$156B
$4.95 Million 0.04% of portfolio
10,557
Q1 2025 Reduced 31.67%
$89.6B
$4.37 Million 0.04% of portfolio
35,828
Q1 2025 Added 0.2%
$92.8B
$4.26 Million 0.04% of portfolio
96,195
Q1 2025 Added 3.18%
$187B
$4.25 Million 0.04% of portfolio
8,587
Q1 2025 Added 0.32%
$0
$4.27 Million 0.04% of portfolio
92,390
Q1 2025 Reduced 29.25%
$53.2B
$4.52 Million 0.04% of portfolio
76,640
Q1 2025 Added 328.37%
$0
$4.6 Million 0.04% of portfolio
74,490
Q1 2025 Added 917.62%
$0
$4.5 Million 0.04% of portfolio
74,774
Q1 2025 New
$0
$4.3 Million 0.04% of portfolio
39,551
Q1 2025 Added 1,418.27%
$0
$5.14 Million 0.04% of portfolio
56,785
Q1 2025 Reduced 27.22%
$0
$4.39 Million 0.04% of portfolio
46,783
Q1 2025 Added 522.11%
$0
$4.5 Million 0.04% of portfolio
23,911
Q1 2025 Added 2.6%
$0
$4.17 Million 0.04% of portfolio
34,811
Q1 2025 Reduced 30.34%
$29.3B
$4.52 Million 0.04% of portfolio
30,153
Q1 2025 Added 8.88%
$61.5B
$5.12 Million 0.04% of portfolio
179,404
Q1 2025 Added 0.87%
$14.7B
$4.45 Million 0.04% of portfolio
63,929
Q1 2025 Reduced 2.54%
$42.3B
$4.34 Million 0.04% of portfolio
57,171
Q1 2025 Added 8.43%
$68.8B
$4.7 Million 0.04% of portfolio
22,869
Q1 2025 Added 41.63%
$0
$4.93 Million 0.04% of portfolio
249,224
Q1 2025 Added 33.41%
$0
$4.73 Million 0.04% of portfolio
32,396
Q1 2025 Added 61.39%
$0
$4.79 Million 0.04% of portfolio
190,251
Q1 2025 Reduced 28.89%
$24.2B
$4.7 Million 0.04% of portfolio
20,758
Q1 2025 Added 10.26%
$146B
$4.61 Million 0.04% of portfolio
12,390
Q1 2025 Added 2.62%
$46.4B
$5.09 Million 0.04% of portfolio
48,816
Q1 2025 Reduced 7.43%
$0
$4.42 Million 0.04% of portfolio
8,150
Q1 2025 Added 7.46%
$39.9B
$4.49 Million 0.04% of portfolio
19,393
Q1 2025 Added 9.71%
$193B
$3.29 Million 0.03% of portfolio
8,590
Q1 2025 Added 4.62%
$6.44B
$3.44 Million 0.03% of portfolio
71,283
Q1 2025 Added 10.2%
$0
$3.25 Million 0.03% of portfolio
54,062
Q1 2025 New
$55.1B
$3.71 Million 0.03% of portfolio
7,667
Q1 2025 Added 13.94%
$120B
$3.07 Million 0.03% of portfolio
15,218
Q1 2025 Added 14.92%
$131B
$3.1 Million 0.03% of portfolio
10,150
Q1 2025 Reduced 1.98%
$8.81B
$3.01 Million 0.03% of portfolio
30,076
Q1 2025 Added 1,058.11%
$218B
$4.04 Million 0.03% of portfolio
877
Q1 2025 Reduced 3.09%
$142B
$3.88 Million 0.03% of portfolio
38,455
Q1 2025 Added 27.04%
$27.6B
$3.41 Million 0.03% of portfolio
82,939
Q1 2025 Added 6.15%

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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