Sequoia Financial Advisors
Latest statistics and disclosures from Sequoia Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VONG, AAPL, IXUS, MSFT, and represent 21.77% of Sequoia Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$81M), BN (+$40M), NVDA (+$33M), MSFT (+$26M), Lineage (+$24M), JNJ (+$22M), META (+$20M), SCHW (+$18M), OKE (+$18M), RRR (+$18M).
- Started 155 new stock positions in PTMN, BKF, RUN, Ab Active Etfs, FWONA, HDB, RIV, NCV, GEN, TNL.
- Reduced shares in these 10 stocks: FMB (-$35M), CZR (-$32M), CHDN (-$26M), GOOGL (-$22M), , BWA (-$17M), FBND (-$15M), SHY (-$11M), GLD (-$10M), PANW (-$8.8M).
- Sold out of its positions in ANIP, ALNT, ALLY, AMSWA, CRMT, AR, ARIS, BLFS, BFST, CBT.
- Sequoia Financial Advisors was a net buyer of stock by $640M.
- Sequoia Financial Advisors has $9.3B in assets under management (AUM), dropping by 12.32%.
- Central Index Key (CIK): 0001599900
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Portfolio Holdings for Sequoia Financial Advisors
Sequoia Financial Advisors holds 1274 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Sequoia Financial Advisors has 1274 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Sequoia Financial Advisors Sept. 30, 2024 positions
- Download the Sequoia Financial Advisors September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 9.1 | $844M | 3.0M | 283.16 |
|
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 3.4 | $320M | 3.3M | 96.52 |
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| Apple (AAPL) | 3.3 | $312M | +5% | 1.3M | 233.00 |
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| Ishares Tr Core Msci Total (IXUS) | 3.0 | $284M | +2% | 3.9M | 72.63 |
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| Microsoft Corporation (MSFT) | 2.9 | $269M | +10% | 625k | 430.30 |
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| NVIDIA Corporation (NVDA) | 2.7 | $255M | +14% | 2.1M | 121.44 |
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| Amazon (AMZN) | 2.2 | $205M | 1.1M | 186.33 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 2.1 | $191M | +10% | 4.8M | 39.69 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 1.6 | $151M | +2% | 1.3M | 119.55 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $113M | +10% | 246k | 460.26 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.2 | $113M | -8% | 464k | 243.06 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.2 | $111M | 638k | 174.57 |
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| Ishares Tr National Mun Etf (MUB) | 1.2 | $111M | 1.0M | 108.63 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $102M | +3% | 869k | 116.96 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 1.0 | $96M | -3% | 1.5M | 62.20 |
|
| Meta Platforms Cl A (META) | 1.0 | $90M | +27% | 157k | 572.44 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $90M | -19% | 543k | 165.85 |
|
| Broadcom (AVGO) | 1.0 | $89M | +963% | 515k | 172.50 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $88M | +4% | 526k | 167.19 |
|
| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.9 | $85M | 1.3M | 64.77 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $85M | -4% | 147k | 573.76 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.9 | $83M | 646k | 128.28 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.8 | $78M | 1.5M | 51.12 |
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|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.8 | $76M | +6% | 1.6M | 46.39 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.8 | $74M | +6% | 1.4M | 53.53 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.7 | $69M | +13% | 2.6M | 26.65 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $62M | +4% | 161k | 383.93 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $61M | +9% | 69k | 885.94 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $60M | +6% | 283k | 210.86 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $59M | -2% | 874k | 67.85 |
|
| Raytheon Technologies Corp (RTX) | 0.6 | $59M | +6% | 488k | 121.16 |
|
| Tko Group Holdings Cl A (TKO) | 0.6 | $58M | 470k | 123.71 |
|
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.6 | $57M | +26% | 1.3M | 43.19 |
|
| Wal-Mart Stores (WMT) | 0.6 | $56M | +3% | 692k | 80.75 |
|
| Thermo Fisher Scientific (TMO) | 0.6 | $55M | +5% | 89k | 618.57 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $54M | +12% | 459k | 117.22 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.6 | $52M | 1.4M | 37.37 |
|
|
| American Tower Reit (AMT) | 0.6 | $52M | 222k | 232.56 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $50M | -8% | 87k | 576.82 |
|
| Vici Pptys (VICI) | 0.5 | $48M | 1.4M | 33.74 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.5 | $48M | +8% | 1.5M | 31.78 |
|
| Palo Alto Networks (PANW) | 0.5 | $48M | -15% | 139k | 341.80 |
|
| Planet Fitness Cl A (PLNT) | 0.5 | $47M | 577k | 81.22 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $46M | 95k | 488.07 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $46M | +5% | 266k | 173.20 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $46M | +14% | 52k | 886.53 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $46M | +13% | 548k | 83.75 |
|
| Home Depot (HD) | 0.5 | $44M | +10% | 109k | 405.20 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.5 | $44M | +3% | 784k | 55.63 |
|
| Amgen (AMGN) | 0.5 | $43M | +9% | 135k | 322.21 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.4 | $41M | +4149% | 776k | 53.15 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.4 | $41M | 611k | 67.51 |
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|
| Wynn Resorts (WYNN) | 0.4 | $40M | +62% | 418k | 95.88 |
|
| Visa Com Cl A (V) | 0.4 | $40M | +12% | 146k | 274.95 |
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| Zoetis Cl A (ZTS) | 0.4 | $39M | +4% | 197k | 195.38 |
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| Honeywell International (HON) | 0.4 | $38M | 185k | 206.71 |
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| Ss&c Technologies Holding (SSNC) | 0.4 | $38M | 512k | 74.21 |
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| Johnson & Johnson (JNJ) | 0.4 | $38M | +144% | 233k | 162.06 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $38M | +11% | 372k | 100.72 |
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| Merck & Co (MRK) | 0.4 | $37M | +84% | 329k | 113.59 |
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| Goldman Sachs (GS) | 0.4 | $37M | +2% | 74k | 495.11 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.4 | $37M | +5% | 440k | 83.33 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.4 | $36M | -5% | 372k | 96.95 |
|
| Oracle Corporation (ORCL) | 0.4 | $36M | +61% | 210k | 170.40 |
|
| Pepsi (PEP) | 0.4 | $35M | +2% | 206k | 170.05 |
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| Xylem (XYL) | 0.4 | $35M | +6% | 259k | 135.03 |
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| Waste Management (WM) | 0.4 | $34M | +10% | 166k | 207.60 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.4 | $33M | +9% | 1.2M | 28.15 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.4 | $33M | +12% | 967k | 34.07 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $32M | +2% | 557k | 57.41 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.3 | $32M | +2% | 488k | 64.86 |
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| salesforce (CRM) | 0.3 | $31M | -2% | 114k | 273.72 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $31M | +3% | 49k | 631.81 |
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| Labcorp Holdings Com Shs (LH) | 0.3 | $30M | 135k | 223.48 |
|
|
| T Rowe Price Etf Price Div Grwt (TDVG) | 0.3 | $30M | -2% | 725k | 40.96 |
|
| Caterpillar (CAT) | 0.3 | $30M | +10% | 75k | 391.12 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $29M | 161k | 179.16 |
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| Nextera Energy (NEE) | 0.3 | $28M | +5% | 327k | 84.53 |
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| Verizon Communications (VZ) | 0.3 | $28M | -11% | 612k | 44.91 |
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| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.3 | $27M | -5% | 558k | 48.54 |
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| International Business Machines (IBM) | 0.3 | $26M | +23% | 118k | 221.08 |
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| Cheniere Energy Com New (LNG) | 0.3 | $26M | 144k | 179.84 |
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| Marsh & McLennan Companies (MMC) | 0.3 | $26M | +13% | 115k | 223.09 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $25M | +2% | 81k | 314.39 |
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| McDonald's Corporation (MCD) | 0.3 | $25M | +14% | 82k | 304.51 |
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| Microchip Technology (MCHP) | 0.3 | $25M | +4% | 308k | 80.29 |
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| Bank of America Corporation (BAC) | 0.3 | $24M | +14% | 613k | 39.68 |
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| Lineage | 0.3 | $24M | NEW | 305k | 78.38 |
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| Zimmer Holdings (ZBH) | 0.3 | $23M | +3% | 216k | 107.95 |
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| Nxp Semiconductors N V (NXPI) | 0.2 | $23M | +6% | 97k | 240.01 |
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| Abbott Laboratories (ABT) | 0.2 | $22M | +19% | 194k | 114.01 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $21M | 562k | 38.08 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $21M | +548% | 328k | 64.81 |
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| Golden Entmt (GDEN) | 0.2 | $21M | 646k | 32.04 |
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| Tesla Motors (TSLA) | 0.2 | $21M | +5% | 79k | 261.63 |
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| Servicenow (NOW) | 0.2 | $20M | -7% | 23k | 894.40 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $20M | +6% | 38k | 527.78 |
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| Schlumberger Com Stk (SLB) | 0.2 | $20M | +2% | 475k | 41.95 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.2 | $20M | +137% | 565k | 35.04 |
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| Oneok (OKE) | 0.2 | $19M | +2459% | 204k | 91.13 |
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| Endeavor Group Hldgs Cl A Com (EDR) | 0.2 | $18M | 646k | 28.56 |
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| First Tr Exchange-traded Managd Mun Etf (FMB) | 0.2 | $18M | -65% | 355k | 51.96 |
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| Arthur J. Gallagher & Co. (AJG) | 0.2 | $18M | +37% | 65k | 281.37 |
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| Qualcomm (QCOM) | 0.2 | $18M | +10% | 108k | 170.05 |
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| Sherwin-Williams Company (SHW) | 0.2 | $18M | -11% | 48k | 381.67 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $18M | -19% | 181k | 101.27 |
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| Red Rock Resorts Cl A (RRR) | 0.2 | $18M | +4050% | 334k | 54.44 |
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| Chevron Corporation (CVX) | 0.2 | $18M | +15% | 121k | 147.27 |
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| Iqvia Holdings (IQV) | 0.2 | $18M | +17% | 75k | 236.97 |
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| Johnson Ctls Intl SHS (JCI) | 0.2 | $17M | -7% | 220k | 77.61 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $17M | +166% | 82k | 206.57 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $17M | +8% | 177k | 95.75 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.2 | $17M | -2% | 555k | 30.44 |
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| BlackRock (BLK) | 0.2 | $17M | +14% | 18k | 949.49 |
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| Service Corporation International (SCI) | 0.2 | $16M | 208k | 78.93 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.2 | $16M | -22% | 607k | 27.01 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $16M | +59% | 391k | 41.77 |
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| Norfolk Southern (NSC) | 0.2 | $16M | +16% | 65k | 248.50 |
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| Eaton Corp SHS (ETN) | 0.2 | $16M | +59% | 48k | 331.44 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $15M | -4% | 244k | 62.32 |
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| D.R. Horton (DHI) | 0.2 | $15M | +15% | 79k | 190.77 |
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| Texas Pacific Land Corp (TPL) | 0.2 | $15M | NEW | 17k | 884.74 |
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| Progressive Corporation (PGR) | 0.2 | $15M | +4% | 59k | 253.76 |
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| UnitedHealth (UNH) | 0.2 | $15M | +13% | 25k | 584.67 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.2 | $14M | NEW | 301k | 47.29 |
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| TJX Companies (TJX) | 0.2 | $14M | +10% | 119k | 117.54 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $14M | 91k | 153.13 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $14M | 65k | 211.83 |
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| United Parcel Service CL B (UPS) | 0.1 | $14M | -9% | 101k | 136.34 |
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| Abbvie (ABBV) | 0.1 | $14M | +23% | 68k | 197.48 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $13M | -3% | 127k | 104.18 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $13M | -2% | 59k | 220.89 |
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| Citigroup Com New (C) | 0.1 | $13M | +25% | 206k | 62.60 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $13M | -2% | 224k | 57.22 |
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| Pfizer (PFE) | 0.1 | $12M | +55% | 422k | 28.94 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $12M | 291k | 41.69 |
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| American Axle & Manufact. Holdings (AXL) | 0.1 | $12M | 1.9M | 6.18 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $12M | 94k | 125.62 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $12M | -55% | 251k | 46.74 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $12M | +15% | 176k | 66.52 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $12M | -12% | 140k | 83.21 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $12M | -2% | 337k | 34.29 |
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| Fiserv (FI) | 0.1 | $11M | +354% | 62k | 179.65 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $11M | 290k | 37.20 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $11M | +4% | 208k | 51.50 |
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| American Electric Power Company (AEP) | 0.1 | $11M | +5% | 103k | 102.60 |
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| Walt Disney Company (DIS) | 0.1 | $11M | +96% | 110k | 96.19 |
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| Coca-Cola Company (KO) | 0.1 | $10M | +35% | 144k | 71.88 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $10M | -6% | 97k | 106.19 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $10M | +14% | 371k | 27.41 |
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| Lumen Technologies (LUMN) | 0.1 | $10M | NEW | 1.4M | 7.10 |
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| Ge Aerospace Com New (GE) | 0.1 | $9.9M | +33% | 52k | 188.58 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.1 | $9.7M | +4% | 349k | 27.70 |
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| General Dynamics Corporation (GD) | 0.1 | $9.6M | +14% | 32k | 302.20 |
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| Advanced Micro Devices (AMD) | 0.1 | $9.4M | +7% | 57k | 164.08 |
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| Lowe's Companies (LOW) | 0.1 | $9.2M | +18% | 34k | 270.85 |
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| Wp Carey (WPC) | 0.1 | $9.2M | +82% | 147k | 62.30 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $9.1M | +17% | 19k | 493.81 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $9.1M | +2% | 180k | 50.50 |
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| Starbucks Corporation (SBUX) | 0.1 | $9.1M | +15% | 93k | 97.49 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $9.1M | -10% | 67k | 135.44 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $9.0M | 6.3k | 1427.14 |
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| Netflix (NFLX) | 0.1 | $8.7M | +3% | 12k | 709.26 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $8.6M | NEW | 194k | 44.46 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $8.5M | +6% | 331k | 25.64 |
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| Enstar Group SHS (ESGR) | 0.1 | $8.5M | +640% | 26k | 321.59 |
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| Intuit (INTU) | 0.1 | $8.4M | +9% | 14k | 621.02 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $8.4M | 569k | 14.70 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $8.2M | -13% | 99k | 82.94 |
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| Gilead Sciences (GILD) | 0.1 | $8.0M | 96k | 83.84 |
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| Wells Fargo & Company (WFC) | 0.1 | $8.0M | +120% | 142k | 56.49 |
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| Zscaler Incorporated (ZS) | 0.1 | $7.8M | +5% | 46k | 170.94 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $7.7M | +4% | 45k | 173.67 |
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| Cimpress Shs Euro (CMPR) | 0.1 | $7.6M | NEW | 93k | 81.92 |
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| Liberty Global Com Cl C (LBTYK) | 0.1 | $7.5M | NEW | 346k | 21.61 |
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| Bristol Myers Squibb (BMY) | 0.1 | $7.4M | +40% | 143k | 51.74 |
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| Jefferies Finl Group (JEF) | 0.1 | $7.4M | +1534% | 120k | 61.55 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $7.3M | +29% | 21k | 353.47 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $7.2M | +17% | 12k | 584.59 |
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| Cisco Systems (CSCO) | 0.1 | $7.1M | +8% | 133k | 53.22 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $7.0M | 59k | 119.70 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $7.0M | +7% | 49k | 142.28 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $7.0M | +31% | 73k | 95.95 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $6.8M | +4% | 129k | 52.81 |
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| Realty Income (O) | 0.1 | $6.8M | -8% | 107k | 63.42 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $6.7M | -6% | 63k | 107.10 |
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| ConocoPhillips (COP) | 0.1 | $6.6M | +61% | 63k | 105.28 |
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| Medtronic SHS (MDT) | 0.1 | $6.5M | +14% | 72k | 90.03 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $6.5M | +2% | 48k | 135.07 |
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| Tradeweb Mkts Cl A (TW) | 0.1 | $6.4M | +6% | 52k | 123.67 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $6.3M | 101k | 63.00 |
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| Deere & Company (DE) | 0.1 | $6.3M | +153% | 15k | 417.33 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $6.2M | NEW | 93k | 67.03 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $6.2M | +9% | 17k | 375.37 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $6.2M | -10% | 122k | 50.94 |
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| Brookfield Renewable Partner Partnership Unit (BEP) | 0.1 | $6.2M | NEW | 220k | 28.18 |
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| Chubb (CB) | 0.1 | $6.2M | +204% | 21k | 288.41 |
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| NiSource (NI) | 0.1 | $6.1M | -8% | 178k | 34.65 |
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| Union Pacific Corporation (UNP) | 0.1 | $6.1M | +22% | 25k | 246.48 |
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| Morgan Stanley Com New (MS) | 0.1 | $6.0M | +23% | 58k | 104.24 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $6.0M | +3% | 27k | 225.76 |
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| Applied Materials (AMAT) | 0.1 | $6.0M | 30k | 202.05 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $6.0M | 74k | 80.37 |
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| American Express Company (AXP) | 0.1 | $5.8M | +71% | 22k | 271.21 |
|
| Danaher Corporation (DHR) | 0.1 | $5.8M | +7% | 21k | 278.03 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $5.7M | +10% | 12k | 465.10 |
|
| Tractor Supply Company (TSCO) | 0.1 | $5.7M | 19k | 290.93 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $5.6M | -4% | 19k | 297.74 |
|
| Linde SHS (LIN) | 0.1 | $5.5M | +6% | 12k | 476.87 |
|
| Martin Marietta Materials (MLM) | 0.1 | $5.5M | +40% | 10k | 538.25 |
|
| At&t (T) | 0.1 | $5.5M | +45% | 248k | 22.00 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $5.4M | 186k | 29.18 |
|
|
| Ge Vernova (GEV) | 0.1 | $5.3M | +30% | 21k | 254.98 |
|
| Globus Med Cl A (GMED) | 0.1 | $5.2M | 72k | 71.54 |
|
|
| Wec Energy Group (WEC) | 0.1 | $5.1M | -6% | 53k | 96.18 |
|
| Omni (OMC) | 0.1 | $5.0M | -7% | 49k | 103.39 |
|
| Dupont De Nemours (DD) | 0.1 | $4.9M | +35% | 55k | 89.11 |
|
| Southern Company (SO) | 0.1 | $4.9M | +6% | 54k | 90.18 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $4.8M | -4% | 17k | 282.19 |
|
| Masco Corporation (MAS) | 0.1 | $4.7M | +6% | 56k | 83.94 |
|
| Williams-Sonoma (WSM) | 0.1 | $4.7M | +142% | 31k | 154.92 |
|
| Steris Shs Usd (STE) | 0.0 | $4.6M | +5% | 19k | 242.55 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $4.6M | +9% | 31k | 148.48 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $4.6M | +12% | 159k | 29.06 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $4.6M | +235% | 100k | 45.73 |
|
| 3M Company (MMM) | 0.0 | $4.5M | +12% | 33k | 136.70 |
|
| Aon Shs Cl A (AON) | 0.0 | $4.4M | +66% | 13k | 345.99 |
|
| Philip Morris International (PM) | 0.0 | $4.4M | +14% | 36k | 121.40 |
|
| Target Corporation (TGT) | 0.0 | $4.4M | +13% | 28k | 155.86 |
|
| Cdw (CDW) | 0.0 | $4.3M | -12% | 19k | 226.30 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $4.2M | +8% | 8.2k | 517.77 |
|
| Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.0 | $4.2M | NEW | 97k | 43.43 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $4.2M | +5% | 50k | 84.53 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $4.2M | +95% | 34k | 123.62 |
|
| Onto Innovation (ONTO) | 0.0 | $4.2M | +2% | 20k | 207.56 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $4.1M | +3% | 91k | 45.32 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $4.1M | -24% | 37k | 110.63 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $4.1M | -10% | 46k | 88.14 |
|
| Stryker Corporation (SYK) | 0.0 | $4.1M | 11k | 361.27 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $4.0M | +101% | 34k | 118.54 |
|
| Keysight Technologies (KEYS) | 0.0 | $4.0M | -18% | 25k | 158.93 |
|
| Textron (TXT) | 0.0 | $4.0M | +3% | 45k | 88.58 |
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $4.0M | NEW | 198k | 20.07 |
|
| Uber Technologies (UBER) | 0.0 | $4.0M | +4% | 53k | 75.16 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $4.0M | -4% | 22k | 177.36 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $4.0M | -4% | 21k | 189.80 |
|
| CSX Corporation (CSX) | 0.0 | $4.0M | +13% | 115k | 34.53 |
|
| Bwx Technologies (BWXT) | 0.0 | $3.9M | +5% | 36k | 108.70 |
|
| Lam Research Corporation (LRCX) | 0.0 | $3.9M | -2% | 4.8k | 816.03 |
|
| Paychex (PAYX) | 0.0 | $3.9M | +27% | 29k | 134.19 |
|
Past Filings by Sequoia Financial Advisors
SEC 13F filings are viewable for Sequoia Financial Advisors going back to 2013
- Sequoia Financial Advisors 2024 Q3 filed Oct. 21, 2024
- Sequoia Financial Advisors 2024 Q2 filed July 15, 2024
- Sequoia Financial Advisors 2024 Q1 filed April 30, 2024
- Sequoia Financial Advisors 2023 Q4 filed Jan. 26, 2024
- Sequoia Financial Advisors 2023 Q3 filed Nov. 8, 2023
- Sequoia Financial Advisors 2023 Q2 filed Aug. 8, 2023
- Sequoia Financial Advisors 2023 Q1 filed April 25, 2023
- Sequoia Financial Advisors 2022 Q4 restated filed Feb. 10, 2023
- Sequoia Financial Advisors 2022 Q4 filed Jan. 18, 2023
- Sequoia Financial Advisors 2022 Q3 filed Oct. 26, 2022
- Sequoia Financial Advisors 2022 Q2 filed July 22, 2022
- Sequoia Financial Advisors 2022 Q1 filed May 13, 2022
- Sequoia Financial Advisors 2021 Q4 restated filed Feb. 22, 2022
- Sequoia Financial Advisors 2021 Q4 filed Feb. 11, 2022
- Sequoia Financial Advisors 2021 Q3 filed Oct. 26, 2021
- Sequoia Financial Advisors 2021 Q2 filed July 27, 2021