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Sequoia Financial Advisors

Latest statistics and disclosures from Sequoia Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, CCMG, IXUS, NVDA, AAPL, and represent 21.64% of Sequoia Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: TDVG (+$151M), JPIE (+$89M), PYLD (+$83M), BINC (+$82M), VUG (+$48M), SGOV (+$44M), VTI (+$30M), SPY (+$25M), MSFT (+$25M), IXUS (+$24M).
Started 214 new stock positions in DBEF, SYBT, BOX, ONDS, SHLD, LVS, VOYA, RHI, THC, CGGO.
Reduced shares in these 10 stocks: DFCF (-$100M), VCIT (-$60M), IJR (-$54M), CCMG (-$50M), HON (-$40M), MMC (-$34M), VONV (-$17M), JNJ (-$13M), VONG (-$13M), PLTR (-$11M).
Sold out of its positions in ANSS, ATR, ARCB, BALL, BAC.PL, HIMU, BRKR, KMX, CE, CHX.
Sequoia Financial Advisors was a net buyer of stock by $831M.
Sequoia Financial Advisors has $17B in assets under management (AUM), dropping by 12.59%.
Central Index Key (CIK): 0001599900

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Portfolio Holdings for Sequoia Financial Advisors

Sequoia Financial Advisors holds 1704 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Sequoia Financial Advisors has 1704 total positions. Only the first 250 positions are shown.

Sign up to view all of the Sequoia Financial Advisors Sept. 30, 2025 positions
Download the Sequoia Financial Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	7.3	$1.2B	+2%	3.6M	328.17	View chart
Ea Series Trust Ccm Global Equit (CCMG)	6.1	$999M	-4%	32M	31.10	View chart
Ishares Tr Core Msci Total (IXUS)	2.9	$482M	+5%	5.8M	82.58	View chart
NVIDIA Corporation (NVDA)	2.8	$460M	+2%	2.5M	186.58	View chart
Apple (AAPL)	2.6	$427M	+5%	1.7M	254.63	View chart
Microsoft Corporation (MSFT)	2.4	$403M	+6%	778k	517.95	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	2.3	$383M	-3%	3.2M	120.50	View chart
Etf Ser Solutions Distillate Us (DSTL)	2.0	$333M	+6%	5.7M	57.96	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.9	$321M	+5%	7.0M	45.76	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.6	$265M	+5%	3.3M	79.93	View chart
Amazon (AMZN)	1.5	$255M	+4%	1.2M	219.57	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.3	$216M	+8%	2.7M	78.91	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.3	$214M	+71%	4.6M	46.41	View chart
Broadcom (AVGO)	1.3	$208M		631k	329.91	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.2	$205M	+68%	7.6M	26.84	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.2	$202M	+67%	3.8M	53.24	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$182M		1.7M	106.49	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.1	$179M	-2%	1.3M	138.24	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$172M		484k	355.47	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	1.0	$165M	+1032%	3.8M	43.96	View chart
Meta Platforms Cl A (META)	1.0	$165M	+6%	225k	734.38	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.0	$157M	+5%	4.9M	32.07	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$151M	+20%	226k	666.18	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.9	$148M	+11%	4.9M	30.39	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$148M		606k	243.55	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$130M	+2%	697k	186.49	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$128M	+60%	268k	479.61	View chart
Goldman Sachs (GS)	0.7	$116M	+8%	146k	796.35	View chart
JPMorgan Chase & Co. (JPM)	0.7	$115M		365k	315.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$115M	-2%	471k	243.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$114M		227k	502.74	View chart
Eli Lilly & Co. (LLY)	0.7	$112M	+4%	146k	763.00	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.7	$108M	+67%	1.1M	100.70	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.6	$104M	+8%	1.4M	74.90	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$103M	+5%	1.8M	57.47	View chart
Raytheon Technologies Corp (RTX)	0.6	$103M		615k	167.33	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.6	$102M		1.4M	72.44	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$100M	+6%	1.0M	99.53	View chart
Tko Group Holdings Cl A (TKO)	0.6	$95M		471k	201.96	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$92M	+8%	2.5M	36.35	View chart
Caterpillar (CAT)	0.5	$84M	+3%	177k	477.15	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$81M		1.6M	50.07	View chart
Visa Com Cl A (V)	0.5	$81M	+2%	237k	341.38	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.5	$81M	-4%	586k	137.74	View chart
Wal-Mart Stores (WMT)	0.5	$80M	+2%	772k	103.06	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$75M	+2%	1.3M	58.21	View chart
Exxon Mobil Corporation (XOM)	0.4	$74M	+2%	656k	112.75	View chart
Costco Wholesale Corporation (COST)	0.4	$74M	+5%	80k	925.63	View chart
Home Depot (HD)	0.4	$72M	+3%	177k	405.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$71M	+12%	118k	600.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$68M	-44%	575k	118.83	View chart
Wynn Resorts (WYNN)	0.4	$68M		527k	128.27	View chart
salesforce (CRM)	0.4	$62M		261k	237.00	View chart
Oracle Corporation (ORCL)	0.4	$62M		219k	281.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$60M		89k	669.30	View chart
Planet Fitness Cl A (PLNT)	0.4	$59M		564k	103.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$58M	+7%	267k	215.79	View chart
Eaton Corp SHS (ETN)	0.3	$58M	+42%	154k	374.25	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.3	$57M	+3%	1.6M	36.42	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$57M	+6%	636k	89.03	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$56M		931k	59.92	View chart
International Business Machines (IBM)	0.3	$55M	+2%	195k	282.16	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.3	$55M		800k	68.58	View chart
Quanta Services (PWR)	0.3	$52M	+33%	127k	414.42	View chart
Procter & Gamble Company (PG)	0.3	$52M		335k	153.65	View chart
Xylem (XYL)	0.3	$49M	+4%	330k	147.50	View chart
Bank of America Corporation (BAC)	0.3	$48M	+15%	936k	51.59	View chart
Blackrock (BLK)	0.3	$48M	+21%	41k	1165.87	View chart
Palo Alto Networks (PANW)	0.3	$48M	+20%	234k	203.62	View chart
Vici Pptys (VICI)	0.3	$47M		1.5M	32.61	View chart
Abbott Laboratories (ABT)	0.3	$47M		354k	133.94	View chart
Sherwin-Williams Company (SHW)	0.3	$46M	+24%	134k	346.26	View chart
Tesla Motors (TSLA)	0.3	$46M		104k	444.72	View chart
Amgen (AMGN)	0.3	$45M	+2%	161k	282.20	View chart
Waste Management (WM)	0.3	$43M	+4%	195k	220.83	View chart
Palantir Technologies Cl A (PLTR)	0.3	$43M	-20%	235k	182.42	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.3	$42M	-3%	541k	78.34	View chart
Labcorp Holdings Com Shs (LH)	0.3	$41M		144k	287.06	View chart
Parker-Hannifin Corporation (PH)	0.3	$41M		55k	758.16	View chart
Morgan Stanley Com New (MS)	0.3	$41M	+29%	259k	158.96	View chart
McDonald's Corporation (MCD)	0.2	$40M	+3%	131k	303.89	View chart
Arthur J. Gallagher & Co. (AJG)	0.2	$40M	+4%	128k	309.74	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$39M	+4%	818k	47.98	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$37M		1.4M	26.34	View chart
Dupont De Nemours (DD)	0.2	$37M	+4%	468k	77.90	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$36M	-32%	399k	89.37	View chart
Cheniere Energy Com New (LNG)	0.2	$36M		151k	234.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$35M	-7%	542k	65.26	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$35M		385k	91.42	View chart
Johnson & Johnson (JNJ)	0.2	$35M	-27%	189k	185.42	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$35M		925k	37.77	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$34M	+3%	1.1M	31.91	View chart
Progressive Corporation (PGR)	0.2	$33M	+16%	135k	246.95	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$33M	+2%	194k	170.85	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$32M	+13%	698k	46.12	View chart
Charles Schwab Corporation (SCHW)	0.2	$31M		329k	95.47	View chart
TJX Companies (TJX)	0.2	$31M	+2%	216k	144.54	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$31M		456k	68.46	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$31M		255k	120.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$30M	+14%	49k	612.39	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$29M		80k	365.48	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$29M		153k	189.70	View chart
Nxp Semiconductors N V (NXPI)	0.2	$28M	+4%	124k	227.73	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.2	$28M		171k	165.45	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$28M		109k	256.45	View chart
Citigroup Com New (C)	0.2	$27M	+6%	263k	101.50	View chart
Ge Aerospace Com New (GE)	0.2	$26M	+14%	87k	300.82	View chart
Merck & Co (MRK)	0.2	$26M	+4%	312k	83.93	View chart
Wells Fargo & Company (WFC)	0.1	$24M	-4%	289k	83.82	View chart
Chevron Corporation (CVX)	0.1	$24M	+10%	153k	155.29	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$23M	-81%	546k	42.76	View chart
Norfolk Southern (NSC)	0.1	$23M		77k	300.41	View chart
Qualcomm (QCOM)	0.1	$23M	+7%	136k	166.36	View chart
Blackrock Etf Trust Dynamic Eqty Act	0.1	$23M	NEW	890k	25.31	View chart
Walker & Dunlop (WD)	0.1	$22M		262k	83.62	View chart
Netflix (NFLX)	0.1	$21M	+5%	18k	1198.91	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$21M		493k	42.96	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$21M	-17%	106k	194.50	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$20M	+17%	456k	44.69	View chart
Abbvie (ABBV)	0.1	$20M	+5%	85k	231.54	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$19M	-2%	616k	31.38	View chart
Harbor Etf Trust Dividend Gth Lea (GDIV)	0.1	$19M	-3%	1.2M	16.21	View chart
Vail Resorts (MTN)	0.1	$19M		127k	149.57	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$19M		292k	65.01	View chart
UnitedHealth (UNH)	0.1	$19M	+2%	54k	345.30	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$19M		67k	279.84	View chart
American Express Company (AXP)	0.1	$18M		55k	332.16	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$18M		309k	58.85	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$18M	-4%	24.00	754200.00	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$18M	-12%	182k	99.11	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$18M	+4%	456k	38.57	View chart
Zscaler Incorporated (ZS)	0.1	$18M	+6%	59k	299.66	View chart
Service Corporation International (SCI)	0.1	$17M		210k	83.22	View chart
Ge Vernova (GEV)	0.1	$17M	+13%	28k	614.90	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$17M	+4%	55k	307.86	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$17M	+51%	537k	31.53	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$17M		81k	208.71	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$17M	+3%	470k	35.69	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.1	$17M		505k	32.89	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$17M	+4%	59k	279.29	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.1	$17M		289k	56.94	View chart
Philip Morris International (PM)	0.1	$17M	+2%	102k	162.20	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$17M	+316%	224k	73.46	View chart
General Dynamics Corporation (GD)	0.1	$16M	+15%	48k	341.00	View chart
Pepsi (PEP)	0.1	$16M	-11%	115k	140.44	View chart
Caesars Entertainment (CZR)	0.1	$16M		596k	27.02	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$16M	-10%	214k	74.37	View chart
Golden Entmt (GDEN)	0.1	$16M		670k	23.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$16M	+5%	157k	100.25	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$16M	-6%	165k	95.14	View chart
Oneok (OKE)	0.1	$16M		214k	72.97	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$16M		290k	53.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$16M	+32%	288k	54.18	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$16M	+4%	653k	23.85	View chart
Coca-Cola Company (KO)	0.1	$15M	+8%	229k	66.32	View chart
Union Pacific Corporation (UNP)	0.1	$15M		63k	236.37	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$15M		219k	67.83	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$15M	-80%	177k	84.11	View chart
Mastercard Incorporated Cl A (MA)	0.1	$15M	+11%	26k	568.82	View chart
Draftkings Com Cl A (DKNG)	0.1	$14M	+2%	383k	37.40	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$14M	+29%	50k	281.86	View chart
Comcast Corp Cl A (CMCSA)	0.1	$14M		438k	31.42	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$14M	-5%	129k	106.78	View chart
American Axle & Manufact. Holdings (AXL)	0.1	$14M		2.2M	6.01	View chart
Hubbell (HUBB)	0.1	$13M	-14%	31k	430.31	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$13M		374k	34.92	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$13M	-3%	498k	25.71	View chart
Intuit (INTU)	0.1	$13M	+6%	18k	682.92	View chart
Blackrock Etf Trust Disciplined Vola	0.1	$13M	NEW	503k	25.00	View chart
At&t (T)	0.1	$13M	+9%	444k	28.24	View chart
Walt Disney Company (DIS)	0.1	$13M		110k	114.50	View chart
Fiserv (FI)	0.1	$13M	+15%	97k	128.93	View chart
Verizon Communications (VZ)	0.1	$12M		278k	43.95	View chart
Cisco Systems (CSCO)	0.1	$12M	+2%	177k	68.42	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$12M		79k	154.23	View chart
3M Company (MMM)	0.1	$12M	-4%	78k	155.18	View chart
American Electric Power Company (AEP)	0.1	$12M	+4%	107k	112.50	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$12M	-6%	48k	246.60	View chart
Lowe's Companies (LOW)	0.1	$12M	+7%	46k	251.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$12M	-7%	131k	87.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$11M	-11%	47k	241.96	View chart
Jefferies Finl Group (JEF)	0.1	$11M		171k	65.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$11M	+90%	407k	27.30	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$11M	NEW	335k	32.90	View chart
Williams-Sonoma (WSM)	0.1	$11M	+7%	56k	195.45	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$11M		120k	89.77	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$11M	-5%	243k	44.19	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.1	$11M	-6%	224k	47.88	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$11M	-4%	120k	88.96	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$11M	+90%	238k	44.48	View chart
Boeing Company (BA)	0.1	$11M	+26%	49k	215.83	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$10M	-8%	60k	174.58	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$10M	+5%	75k	137.80	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$10M		598k	17.27	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$10M		22k	468.41	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$10M	+439%	200k	50.47	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$10M		69k	145.65	View chart
Apollo Global Mgmt (APO)	0.1	$10M		75k	133.27	View chart
Lockheed Martin Corporation (LMT)	0.1	$9.9M	+26%	20k	499.22	View chart
Wp Carey (WPC)	0.1	$9.9M		146k	67.57	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$9.8M		197k	49.95	View chart
Vanguard Wellington Us Minimum (VFMV)	0.1	$9.8M	NEW	75k	131.31	View chart
Lam Research Corp Com New (LRCX)	0.1	$9.6M	+6%	72k	133.90	View chart
Nextera Energy (NEE)	0.1	$9.6M	+30%	127k	75.49	View chart
Advanced Micro Devices (AMD)	0.1	$9.4M		58k	161.79	View chart
Applied Materials (AMAT)	0.1	$9.4M		46k	204.74	View chart
Southern Company (SO)	0.1	$9.2M	+8%	97k	94.77	View chart
Us Bancorp Del Com New (USB)	0.1	$9.2M	+6%	190k	48.33	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$9.1M	+4%	76k	119.92	View chart
Bwx Technologies (BWXT)	0.1	$9.1M	+6%	49k	184.37	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$8.9M		98k	91.37	View chart
Flex Ord (FLEX)	0.1	$8.9M	+9%	154k	57.97	View chart
RadNet (RDNT)	0.1	$8.6M		113k	76.21	View chart
Pfizer (PFE)	0.1	$8.5M		335k	25.48	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$8.5M	+115%	270k	31.63	View chart
Honeywell International (HON)	0.1	$8.5M	-82%	41k	210.50	View chart
Paychex (PAYX)	0.1	$8.4M		66k	126.76	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$8.4M	-27%	71k	118.37	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$8.3M	+7%	298k	27.90	View chart
Lumen Technologies (LUMN)	0.1	$8.3M		1.4M	6.12	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$8.3M	-28%	163k	50.70	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$8.2M	-15%	58k	142.55	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$8.2M	-27%	166k	49.46	View chart
TransDigm Group Incorporated (TDG)	0.0	$8.1M		6.1k	1317.95	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$8.1M	-2%	158k	51.04	View chart
Zimmer Holdings (ZBH)	0.0	$8.0M	-7%	81k	98.50	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$8.0M	-5%	109k	73.48	View chart
Royal Caribbean Cruises (RCL)	0.0	$7.9M		25k	323.58	View chart
Texas Instruments Incorporated (TXN)	0.0	$7.9M	-51%	43k	183.73	View chart
Martin Marietta Materials (MLM)	0.0	$7.8M	+4%	12k	630.30	View chart
United Parcel Service CL B (UPS)	0.0	$7.6M	+3%	91k	83.53	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$7.6M	+10%	53k	142.10	View chart
Altria (MO)	0.0	$7.6M	+33%	115k	66.06	View chart
Linde SHS (LIN)	0.0	$7.6M	+7%	16k	474.99	View chart
Cameco Corporation (CCJ)	0.0	$7.5M	+3%	90k	83.86	View chart
Tractor Supply Company (TSCO)	0.0	$7.5M	+5%	132k	56.87	View chart
Micron Technology (MU)	0.0	$7.5M	+4%	45k	167.32	View chart
Tradeweb Mkts Cl A (TW)	0.0	$7.4M	+7%	67k	110.98	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$7.3M	+17%	314k	23.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$7.3M		29k	254.28	View chart
Bristol Myers Squibb (BMY)	0.0	$7.2M	+4%	160k	45.10	View chart
Thermo Fisher Scientific (TMO)	0.0	$7.2M		15k	485.01	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$7.2M		91k	78.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$7.1M	+103%	51k	140.95	View chart
Global Payments (GPN)	0.0	$7.1M		86k	83.08	View chart
Snowflake Com Shs (SNOW)	0.0	$7.1M	+12%	31k	225.55	View chart
Travelers Companies (TRV)	0.0	$7.1M	+86%	25k	279.22	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$7.0M	+3%	78k	89.34	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$7.0M	-4%	98k	71.37	View chart
McKesson Corporation (MCK)	0.0	$7.0M		9.0k	772.52	View chart

Past Filings by Sequoia Financial Advisors

SEC 13F filings are viewable for Sequoia Financial Advisors going back to 2013

Sequoia Financial Advisors 2025 Q3 filed Oct. 29, 2025
Sequoia Financial Advisors 2024 Q4 restated filed Aug. 8, 2025
Sequoia Financial Advisors 2025 Q1 amended filed Aug. 8, 2025
Sequoia Financial Advisors 2025 Q2 amended filed Aug. 8, 2025
Sequoia Financial Advisors 2025 Q2 filed July 25, 2025
Sequoia Financial Advisors 2025 Q1 filed April 23, 2025
Sequoia Financial Advisors 2024 Q4 filed Feb. 7, 2025
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

View all past filings

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