Sequoia Financial Advisors, LLC Portfolio Holdings

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

Sequoia Financial Advisors, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $14.6 Billion distributed in 1742 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 $1.2B, Ishares Tr with a value of $482M, Nvidia Corp with a value of $458M, Apple Inc. with a value of $424M, and Microsoft Corp with a value of $399M.

Examining the 13F form we can see an decrease of $3.61B in the current position value, from $18.2B to 14.6B.

Below you can find more details about Sequoia Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $14.6 Billion
ETFs: $7.39 Billion
Technology: $2.15 Billion
Financial Services: $1.07 Billion
Consumer Cyclical: $820 Million
Industrials: $786 Million
Communication Services: $550 Million
Healthcare: $499 Million
Consumer Defensive: $317 Million
Other: $628 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$103B
$3.17 Million 0.02% of portfolio
24,411
Q3 2025 New
$161B
$3.6 Million 0.02% of portfolio
3,334
Q3 2025 New
$64.9B
$2.34 Million 0.02% of portfolio
75,195
Q3 2025 New
$99.7B
$3.15 Million 0.02% of portfolio
16,360
Q3 2025 New
$27.9B
$2.91 Million 0.02% of portfolio
1,521
Q3 2025 New
$92.7B
$3.25 Million 0.02% of portfolio
12,491
Q3 2025 New
$90.7B
$3.58 Million 0.02% of portfolio
17,787
Q3 2025 New
$103B
$2.77 Million 0.02% of portfolio
1,186
Q3 2025 New
$77.9B
$2.49 Million 0.02% of portfolio
39,891
Q3 2025 New
$43.2B
$2.22 Million 0.02% of portfolio
2,410
Q3 2025 New
$87.8B
$2.19 Million 0.02% of portfolio
4,601
Q3 2025 New
$63.4B
$3.02 Million 0.02% of portfolio
6,601
Q3 2025 New
$17.4B
$2.56 Million 0.02% of portfolio
59,034
Q3 2025 New
$26.6B
$2.22 Million 0.02% of portfolio
16,512
Q3 2025 New
$85.9B
$2.52 Million 0.02% of portfolio
4,142
Q3 2025 New
$56.3B
$2.83 Million 0.02% of portfolio
176,748
Q3 2025 New
$0
$3.25 Million 0.02% of portfolio
32,288
Q3 2025 New
$74.3B
$3.54 Million 0.02% of portfolio
17,603
Q3 2025 New
$113B
$2.7 Million 0.02% of portfolio
23,545
Q3 2025 New
$15.6B
$3.2 Million 0.02% of portfolio
23,343
Q3 2025 New
$3.19B
$2.67 Million 0.02% of portfolio
100,718
Q3 2025 New
$35.1B
$3.04 Million 0.02% of portfolio
50,025
Q3 2025 New
$3.09B
$2.45 Million 0.02% of portfolio
82,165
Q3 2025 New
$102B
$2.88 Million 0.02% of portfolio
20,116
Q3 2025 New
$204B
$3.1 Million 0.02% of portfolio
21,062
Q3 2025 New
$52.4B
$2.61 Million 0.02% of portfolio
75,962
Q3 2025 New
$0
$2.82 Million 0.02% of portfolio
84,529
Q3 2025 New
$0
$3.22 Million 0.02% of portfolio
108,530
Q3 2025 New
$0
$3.53 Million 0.02% of portfolio
14,749
Q3 2025 New
$0
$2.63 Million 0.02% of portfolio
34,612
Q3 2025 New
$270B
$3.54 Million 0.02% of portfolio
49,455
Q3 2025 New
$174B
$3.17 Million 0.02% of portfolio
21,351
Q3 2025 New
$0
$3.25 Million 0.02% of portfolio
46,725
Q3 2025 New
$0
$2.25 Million 0.02% of portfolio
24,534
Q3 2025 New
$0
$3.39 Million 0.02% of portfolio
42,038
Q3 2025 New
$0
$3.38 Million 0.02% of portfolio
72,931
Q3 2025 New
$0
$2.61 Million 0.02% of portfolio
47,132
Q3 2025 New
$0
$2.9 Million 0.02% of portfolio
20,674
Q3 2025 New
$123B
$2.46 Million 0.02% of portfolio
3,526
Q3 2025 New
$28.2B
$2.75 Million 0.02% of portfolio
135,948
Q3 2025 New
$269B
$3.42 Million 0.02% of portfolio
14,294
Q3 2025 New
$96.9B
$2.38 Million 0.02% of portfolio
5,629
Q3 2025 New
$150B
$2.7 Million 0.02% of portfolio
45,607
Q3 2025 New
$5.67B
$2.89 Million 0.02% of portfolio
40,482
Q3 2025 New
$0
$2.67 Million 0.02% of portfolio
6,128
Q3 2025 New
$0
$3.61 Million 0.02% of portfolio
12,290
Q3 2025 New
$0
$3.46 Million 0.02% of portfolio
11,630
Q3 2025 New
$0
$2.76 Million 0.02% of portfolio
32,633
Q3 2025 New
$0
$3.08 Million 0.02% of portfolio
44,390
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,742
  • Current Value $14.6 Billion
  • Prior Value $18.2 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1,703 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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