Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Sequoia Financial Advisors

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

Top 5 stock holdings are VTI, SFGV, AAPL, NVDA, IXUS, and represent 21.08% of Sequoia Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$88M), IUSV (+$71M), PYLD (+$49M), BINC (+$47M), JPIE (+$46M), VONG (+$44M), SPHQ (+$40M), MSFT (+$40M), NVDA (+$34M), DIVO (+$34M).
Started 239 new stock positions in CHYM, BUZZ, CNM, SITE, RC, SOLS, IDVO, BHF, JAAA, DSGX.
Reduced shares in these 10 stocks: TKO (-$98M), PLNT (-$61M), , , GDEN (-$18M), SPY (-$18M), CZR (-$16M), VICI (-$15M), DKNG (-$13M), SGOV (-$11M).
Sold out of its positions in ACP, ACHC, KNTK, APLE, ARIS, BGS, BIDD, BOX, BNL, CZR.
Sequoia Financial Advisors was a net buyer of stock by $1.2B.
Sequoia Financial Advisors has $18B in assets under management (AUM), dropping by 8.80%.
Central Index Key (CIK): 0001599900

Tip: Access up to 7 years of quarterly data

Positions held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Sequoia Financial Advisors

Sequoia Financial Advisors holds 1885 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Sequoia Financial Advisors has 1885 total positions. Only the first 250 positions are shown.

Sign up to view all of the Sequoia Financial Advisors Dec. 31, 2025 positions
Download the Sequoia Financial Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	6.9	$1.2B		3.7M	335.27	View chart
Ea Series Trust Sequoia Global V (SFGV)	5.6	$1.0B		32M	31.59	View chart
Apple (AAPL)	3.0	$544M	+19%	2.0M	271.86	View chart
NVIDIA Corporation (NVDA)	2.8	$494M	+7%	2.6M	186.50	View chart
Ishares Tr Core Msci Total (IXUS)	2.7	$492M		5.8M	84.64	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	2.4	$432M	+11%	3.5M	121.75	View chart
Microsoft Corporation (MSFT)	2.3	$416M	+10%	861k	483.62	View chart
Etf Ser Solutions Distillate Us (DSTL)	1.9	$339M		5.8M	58.90	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.9	$334M		7.1M	46.80	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.5	$275M	+4%	3.4M	79.73	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.4	$259M	+21%	5.6M	46.29	View chart
Amazon (AMZN)	1.4	$258M	-3%	1.1M	230.82	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.4	$252M	+24%	9.5M	26.68	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.4	$247M	+23%	4.7M	52.77	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.3	$231M	+6%	2.9M	78.81	View chart
Broadcom (AVGO)	1.2	$220M		636k	346.10	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$200M	+5%	638k	313.80	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$189M	+3%	1.8M	107.11	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$188M	-2%	474k	396.31	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	1.0	$186M	+10%	4.1M	44.97	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.0	$176M	-3%	1.2M	141.49	View chart
Meta Platforms Cl A (META)	0.9	$167M	+12%	252k	660.09	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.9	$164M		5.0M	33.08	View chart
Eli Lilly & Co. (LLY)	0.9	$159M		148k	1074.68	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.9	$155M		4.9M	31.66	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$151M	+15%	309k	487.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$150M		480k	313.00	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$142M	+6%	741k	190.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$141M	+23%	281k	502.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$137M	-11%	200k	681.92	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.7	$133M	+24%	1.7M	76.71	View chart
Goldman Sachs (GS)	0.7	$129M		147k	879.00	View chart
JPMorgan Chase & Co. (JPM)	0.7	$127M	+8%	394k	322.22	View chart
Raytheon Technologies Corp (RTX)	0.6	$113M		615k	183.40	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$108M		1.8M	60.17	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$103M		1.0M	101.98	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.6	$102M	-2%	1.4M	74.17	View chart
Caterpillar (CAT)	0.6	$102M		177k	572.87	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$101M	+4%	2.7M	38.11	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$97M	-10%	965k	100.38	View chart
Visa Com Cl A (V)	0.5	$95M	+13%	270k	350.71	View chart
Wynn Resorts (WYNN)	0.5	$93M	+46%	770k	120.33	View chart
Wal-Mart Stores (WMT)	0.5	$93M	+7%	831k	111.41	View chart
salesforce (CRM)	0.5	$87M	+26%	330k	264.91	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$86M	+4%	1.7M	50.29	View chart
Exxon Mobil Corporation (XOM)	0.5	$84M	+6%	696k	120.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$83M	+19%	689k	120.18	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.4	$80M	-3%	566k	141.16	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$80M	+3%	1.3M	59.54	View chart
Costco Wholesale Corporation (COST)	0.4	$77M	+11%	89k	862.34	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$77M	+30%	349k	219.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$72M		118k	614.31	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.4	$71M	+8501%	695k	102.54	View chart
Home Depot (HD)	0.4	$70M	+15%	205k	344.10	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$64M	+84%	1.3M	49.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$64M	+4%	93k	684.94	View chart
International Business Machines (IBM)	0.3	$61M	+5%	207k	296.21	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$60M		637k	93.97	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.3	$59M		1.5M	38.68	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$58M		927k	62.47	View chart
Quanta Services (PWR)	0.3	$55M	+3%	130k	422.06	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.3	$55M	+49%	1.2M	45.89	View chart
Amgen (AMGN)	0.3	$54M	+3%	166k	327.31	View chart
Bank of America Corporation (BAC)	0.3	$54M	+5%	989k	55.00	View chart
Eaton Corp SHS (ETN)	0.3	$52M	+5%	162k	318.51	View chart
Parker-Hannifin Corporation (PH)	0.3	$50M	+3%	56k	878.97	View chart
Tesla Motors (TSLA)	0.3	$49M	+5%	110k	449.72	View chart
Morgan Stanley Com New (MS)	0.3	$48M	+4%	271k	177.53	View chart
Procter & Gamble Company (PG)	0.3	$47M		330k	143.31	View chart
Sherwin-Williams Company (SHW)	0.3	$47M	+8%	145k	324.03	View chart
Xylem (XYL)	0.3	$47M	+4%	344k	136.18	View chart
Blackrock (BLK)	0.3	$47M	+6%	44k	1070.33	View chart
Abbott Laboratories (ABT)	0.3	$46M	+3%	367k	125.29	View chart
Waste Management (WM)	0.3	$45M	+4%	204k	219.71	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$45M	+3%	558k	80.22	View chart
McDonald's Corporation (MCD)	0.2	$43M	+8%	142k	305.63	View chart
Oracle Corporation (ORCL)	0.2	$43M		221k	194.91	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$42M	+2247%	562k	75.05	View chart
Palantir Technologies Cl A (PLTR)	0.2	$42M		234k	177.75	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$41M	+3%	850k	48.17	View chart
Palo Alto Networks (PANW)	0.2	$41M	-5%	221k	184.20	View chart
Johnson & Johnson (JNJ)	0.2	$41M	+4%	197k	206.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$38M	+7%	580k	66.00	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$38M		1.4M	26.91	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$38M	+197%	142k	268.30	View chart
Charles Schwab Corporation (SCHW)	0.2	$36M	+9%	359k	99.91	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$36M	-3%	386k	92.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$35M		1.1M	32.62	View chart
TJX Companies (TJX)	0.2	$35M	+5%	228k	153.61	View chart
Arthur J. Gallagher & Co. (AJG)	0.2	$34M	+3%	133k	258.79	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.2	$34M	-2%	166k	205.60	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$34M	NEW	754k	44.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$33M	+8%	53k	627.13	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$33M	-7%	853k	38.03	View chart
Dupont De Nemours (DD)	0.2	$32M	+71%	805k	40.20	View chart
Merck & Co (MRK)	0.2	$32M		306k	105.26	View chart
Labcorp Holdings Com Shs (LH)	0.2	$32M	-11%	128k	250.88	View chart
Progressive Corporation (PGR)	0.2	$32M	+4%	140k	227.72	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$32M	+6%	207k	154.14	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$32M		453k	69.67	View chart
Citigroup Com New (C)	0.2	$31M	+2%	269k	116.69	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$31M	NEW	335k	92.80	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$31M	-9%	347k	88.49	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.2	$30M	NEW	793k	37.75	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$30M		79k	373.44	View chart
Nxp Semiconductors N V (NXPI)	0.2	$29M	+6%	132k	217.06	View chart
Cheniere Energy Com New (LNG)	0.2	$28M	-4%	145k	194.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$28M	-4%	146k	191.56	View chart
Wells Fargo & Company (WFC)	0.2	$28M	+3%	299k	93.20	View chart
Ge Aerospace Com New (GE)	0.1	$26M	-2%	85k	308.03	View chart
Vici Pptys (VICI)	0.1	$26M	-37%	908k	28.12	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$25M	-8%	99k	250.31	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$25M	+468%	748k	32.89	View chart
Qualcomm (QCOM)	0.1	$25M	+5%	144k	171.05	View chart
Chevron Corporation (CVX)	0.1	$24M	+2%	157k	152.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$23M	-25%	190k	123.26	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.1	$23M		903k	25.61	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$23M	+15%	337k	67.13	View chart
Norfolk Southern (NSC)	0.1	$23M		78k	288.72	View chart
American Express Company (AXP)	0.1	$22M	+9%	61k	369.95	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$22M	NEW	963k	23.08	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$22M		487k	45.21	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$22M	+2%	109k	198.62	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$21M		451k	46.59	View chart
Abbvie (ABBV)	0.1	$21M	+8%	92k	228.49	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$21M	-10%	489k	42.56	View chart
Netflix (NFLX)	0.1	$21M	+1127%	218k	93.76	View chart
Harbor Etf Trust Dividend Gth Lea (GDIV)	0.1	$20M		1.2M	16.68	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$20M	NEW	969k	20.60	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.1	$20M	NEW	519k	38.35	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$20M		608k	32.73	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$20M	NEW	944k	20.88	View chart
Mastercard Incorporated Cl A (MA)	0.1	$20M	+32%	34k	570.88	View chart
Ge Vernova (GEV)	0.1	$19M	+3%	29k	653.58	View chart
UnitedHealth (UNH)	0.1	$19M	+6%	58k	330.11	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$19M	+5%	496k	38.00	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$19M	+4%	62k	303.89	View chart
Pepsi (PEP)	0.1	$18M	+11%	128k	143.52	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$18M		24.00	754800.00	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$18M		456k	39.59	View chart
Coca-Cola Company (KO)	0.1	$18M	+11%	256k	69.91	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$18M	-2%	301k	58.73	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$18M		66k	269.18	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$17M		55k	314.80	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$17M	+137%	120k	143.97	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.1	$17M	-2%	493k	34.74	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$17M	+7%	168k	99.88	View chart
Service Corporation International (SCI)	0.1	$17M		213k	77.97	View chart
Philip Morris International (PM)	0.1	$17M		103k	160.40	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$16M	-6%	500k	32.57	View chart
Comcast Corp Cl A (CMCSA)	0.1	$16M	+23%	542k	29.89	View chart
General Dynamics Corporation (GD)	0.1	$16M		48k	336.66	View chart
Union Pacific Corporation (UNP)	0.1	$16M	+10%	70k	231.32	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$16M	+54%	367k	43.53	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$16M	-15%	153k	103.56	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$16M	-7%	75k	211.79	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$16M	+5%	688k	22.90	View chart
Oneok (OKE)	0.1	$16M		210k	73.50	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$15M	+4%	184k	83.75	View chart
Cisco Systems (CSCO)	0.1	$15M	+11%	198k	77.03	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$15M	+29%	170k	89.46	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.1	$15M		289k	52.39	View chart
Walt Disney Company (DIS)	0.1	$15M	+18%	130k	113.77	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$15M	-5%	156k	94.16	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$15M	-5%	206k	71.41	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$15M	+993%	187k	77.53	View chart
American Axle & Manufact. Holdings	0.1	$14M		2.2M	6.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$14M	-7%	267k	53.76	View chart
Hubbell (HUBB)	0.1	$14M		31k	444.11	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$14M	-12%	254k	54.77	View chart
American Electric Power Company (AEP)	0.1	$14M	+10%	118k	115.31	View chart
Zscaler Incorporated (ZS)	0.1	$14M	+3%	61k	224.92	View chart
Intuit (INTU)	0.1	$14M	+11%	21k	662.42	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$13M		371k	35.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$13M	+28%	28k	473.30	View chart
Advanced Micro Devices (AMD)	0.1	$13M	+5%	62k	214.16	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$13M	-22%	173k	75.44	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$13M	-5%	122k	106.70	View chart
Verizon Communications (VZ)	0.1	$13M	+14%	320k	40.73	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.1	$13M	+3%	520k	24.81	View chart
3M Company (MMM)	0.1	$13M		79k	160.10	View chart
Micron Technology (MU)	0.1	$12M	-2%	44k	285.41	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$12M	-5%	469k	26.23	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$12M		78k	155.12	View chart
Applied Materials (AMAT)	0.1	$12M	+2%	47k	256.99	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$12M	+15%	691k	17.35	View chart
At&t (T)	0.1	$12M	+6%	473k	24.84	View chart
Lowe's Companies (LOW)	0.1	$12M	+3%	48k	241.16	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$11M	+6%	80k	141.06	View chart
Apollo Global Mgmt (APO)	0.1	$11M	+3%	78k	144.76	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$11M	+6%	63k	177.37	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$11M	+7%	74k	148.69	View chart
Jefferies Finl Group (JEF)	0.1	$11M	+3%	177k	61.97	View chart
Boeing Company (BA)	0.1	$11M	+3%	50k	217.12	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$11M	-5%	44k	246.16	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$11M	-3%	236k	45.45	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$11M	-4%	390k	27.43	View chart
Nextera Energy (NEE)	0.1	$11M	+5%	133k	80.28	View chart
Lumen Technologies (LUMN)	0.1	$11M		1.4M	7.77	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$11M	+66%	146k	72.01	View chart
Flex Ord (FLEX)	0.1	$11M	+12%	173k	60.42	View chart
Lam Research Corp Com New (LRCX)	0.1	$11M	-14%	61k	171.18	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$10M		195k	53.37	View chart
Williams-Sonoma (WSM)	0.1	$10M	+3%	58k	178.59	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$10M	-35%	139k	74.07	View chart
Lockheed Martin Corporation (LMT)	0.1	$10M	+6%	21k	483.66	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$10M	-6%	112k	89.43	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.1	$9.8M	-8%	205k	47.97	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$9.8M	-3%	194k	50.50	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$9.8M	+21%	192k	50.94	View chart
Wp Carey (WPC)	0.1	$9.7M	+3%	151k	64.36	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$9.2M	+22%	384k	24.04	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$9.2M	+2%	78k	118.75	View chart
Bwx Technologies (BWXT)	0.0	$8.9M	+4%	52k	172.84	View chart
Thermo Fisher Scientific (TMO)	0.0	$8.9M	+3%	15k	579.46	View chart
Cameco Corporation (CCJ)	0.0	$8.8M	+6%	96k	91.49	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$8.8M	-23%	256k	34.21	View chart
Travelers Companies (TRV)	0.0	$8.7M	+18%	30k	290.06	View chart
Us Bancorp Del Com New (USB)	0.0	$8.7M	-14%	163k	53.36	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$8.6M	+24%	11k	753.78	View chart
TransDigm Group Incorporated (TDG)	0.0	$8.5M	+4%	6.4k	1329.81	View chart
Chubb (CB)	0.0	$8.5M	+11%	27k	312.12	View chart
Southern Company (SO)	0.0	$8.5M		98k	87.20	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$8.4M		297k	28.48	View chart
Pfizer (PFE)	0.0	$8.4M		339k	24.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$8.4M	+15%	58k	143.52	View chart
Royal Caribbean Cruises (RCL)	0.0	$8.3M	+21%	30k	278.92	View chart
Bristol Myers Squibb (BMY)	0.0	$8.3M	-4%	153k	53.94	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$8.1M		119k	68.36	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$8.1M	+20%	85k	96.03	View chart
RadNet (RDNT)	0.0	$8.1M		114k	71.35	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$8.1M	+7%	57k	141.14	View chart
Tradeweb Mkts Cl A (TW)	0.0	$8.1M	+12%	75k	107.54	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$8.0M	+64%	159k	50.59	View chart
Texas Instruments Incorporated (TXN)	0.0	$8.0M	+7%	46k	173.49	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.0	$7.9M	-4%	155k	51.13	View chart
Keysight Technologies (KEYS)	0.0	$7.9M	+11%	39k	203.19	View chart
Deere & Company (DE)	0.0	$7.9M	+40%	17k	465.57	View chart
Bank of New York Mellon Corporation (BK)	0.0	$7.9M	+16%	68k	116.09	View chart
Honeywell International (HON)	0.0	$7.9M		40k	195.09	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$7.8M	+16%	117k	67.22	View chart
McKesson Corporation (MCK)	0.0	$7.8M	+5%	9.5k	820.31	View chart
Vanguard Wellington Us Minimum (VFMV)	0.0	$7.8M	-19%	60k	130.37	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$7.8M	-12%	237k	32.94	View chart
Martin Marietta Materials (MLM)	0.0	$7.7M		12k	622.66	View chart
Nasdaq Omx (NDAQ)	0.0	$7.6M	+11%	78k	97.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$7.5M		29k	257.95	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$7.5M		91k	82.32	View chart
Tractor Supply Company (TSCO)	0.0	$7.4M	+12%	148k	50.01	View chart
CSX Corporation (CSX)	0.0	$7.4M	+15%	204k	36.25	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 Q4 filed Feb. 3, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z