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
$53.1B
$2.35 Million 0.02% of portfolio
11,361
Q1 2025 Added 30.32%
$64.1B
$1.78 Million 0.02% of portfolio
20,453
Q1 2025 Reduced 6.05%
$99.9B
$2.01 Million 0.02% of portfolio
9,244
Q1 2025 Added 1.63%
$55B
$1.76 Million 0.02% of portfolio
26,893
Q1 2025 Added 19.23%
$33.2B
$2.1 Million 0.02% of portfolio
21,882
Q1 2025 Reduced 6.19%
$312B
$2.3 Million 0.02% of portfolio
3,478
Q1 2025 Added 1.61%
$229B
$2.62 Million 0.02% of portfolio
35,711
Q1 2025 Added 23.59%
$70.5B
$1.91 Million 0.02% of portfolio
501
Q1 2025 Reduced 2.91%
$55.7B
$1.74 Million 0.02% of portfolio
3,306
Q1 2025 Added 14.08%
$92.6B
$1.8 Million 0.02% of portfolio
53,127
Q1 2025 Reduced 1.91%
$11.9B
$2.69 Million 0.02% of portfolio
26,306
Q1 2025 Added 29.84%
$38.4B
$1.74 Million 0.02% of portfolio
9,392
Q1 2025 Added 30.92%
$22.6B
$2.25 Million 0.02% of portfolio
10,928
Q1 2025 Added 48.62%
$95.6B
$2.8 Million 0.02% of portfolio
10,569
Q1 2025 Added 5.73%
$76.7B
$2.39 Million 0.02% of portfolio
25,535
Q1 2025 Added 0.98%
$100B
$1.99 Million 0.02% of portfolio
5,658
Q1 2025 Reduced 7.53%
$21.9B
$1.74 Million 0.02% of portfolio
46,505
Q1 2025 Added 8.92%
$0
$2.19 Million 0.02% of portfolio
86,922
Q1 2025 Reduced 5.82%
$0
$2.11 Million 0.02% of portfolio
77,976
Q1 2025 Reduced 1.76%
$26.1B
$2.08 Million 0.02% of portfolio
15,010
Q1 2025 Reduced 8.53%
$5.32B
$2.36 Million 0.02% of portfolio
104,284
Q1 2025 Added 11.14%
$75.1B
$2.16 Million 0.02% of portfolio
19,714
Q1 2025 Added 1.27%
$1.71B
$2.23 Million 0.02% of portfolio
11,895
Q1 2025 Reduced 34.16%
$59.3B
$2.03 Million 0.02% of portfolio
8,331
Q1 2025 Reduced 14.39%
$88.9B
$1.97 Million 0.02% of portfolio
4,599
Q1 2025 Reduced 0.84%
$41.9B
$2.08 Million 0.02% of portfolio
207,634
Q1 2025 Reduced 5.63%
$0
$2.08 Million 0.02% of portfolio
99,130
Q1 2025 Reduced 2.46%
$69.5B
$2.25 Million 0.02% of portfolio
47,870
Q1 2025 Reduced 1.73%
$14.4B
$2.34 Million 0.02% of portfolio
27,965
Q1 2025 New
$142B
$2.19 Million 0.02% of portfolio
32,940
Q1 2025 Added 13.41%
$116B
$2.38 Million 0.02% of portfolio
75,361
Q1 2025 Reduced 32.06%
$76.5B
$1.92 Million 0.02% of portfolio
7,752
Q1 2025 Added 3.57%
$0
$1.87 Million 0.02% of portfolio
31,109
Q4 2024 Reduced 3.04%
$0
$1.98 Million 0.02% of portfolio
55,212
Q1 2025 Added 6.97%
$90.7B
$2.13 Million 0.02% of portfolio
93,835
Q1 2025 Added 9.51%
$98B
$2.1 Million 0.02% of portfolio
12,168
Q1 2025 Added 18.26%
$0
$2.64 Million 0.02% of portfolio
17,209
Q1 2025 New
$0
$2.19 Million 0.02% of portfolio
26,485
Q1 2025 Reduced 8.77%
$0
$2.21 Million 0.02% of portfolio
46,552
Q1 2025 New
$0
$2 Million 0.02% of portfolio
15,714
Q1 2025 Reduced 0.39%
$0
$1.73 Million 0.02% of portfolio
33,113
Q1 2025 Added 4.56%
$0
$2.71 Million 0.02% of portfolio
34,739
Q1 2025 Reduced 26.73%
$0
$1.83 Million 0.02% of portfolio
7,143
Q1 2025 Added 213.43%
$0
$1.99 Million 0.02% of portfolio
16,938
Q1 2025 Added 3.26%
$0
$2.75 Million 0.02% of portfolio
24,922
Q1 2025 Reduced 5.43%
$0
$2.11 Million 0.02% of portfolio
35,025
Q1 2025 Reduced 6.67%
$0
$2.86 Million 0.02% of portfolio
50,599
Q1 2025 Added 27.25%
$6.73B
$2.26 Million 0.02% of portfolio
22,371
Q1 2025 Reduced 0.78%
$107B
$2.64 Million 0.02% of portfolio
22,827
Q1 2025 Added 48.75%

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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