Sequoia Financial Advisors
Latest statistics and disclosures from Sequoia Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, AAPL, VONG, NVDA, IXUS, and represent 21.19% of Sequoia Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$66M), BND (+$50M), CRM (+$49M), BNDX (+$46M), SCHX (+$38M), MTUM (+$34M), VBR (+$34M), MUB (+$31M), AAPL (+$29M), VOE (+$27M).
- Started 150 new stock positions in DRS, WTBA, IYF, NBIX, CYBR, EQT, EL, BRBR, WRB, PMF.
- Reduced shares in these 10 stocks: TKO (-$58M), PLNT (-$47M), AMT (-$39M), SSNC (-$39M), AMZN (-$36M), GOOGL (-$24M), LINE (-$24M), ZBH (-$21M), EDR (-$18M), .
- Sold out of its positions in FWD, ILOW, AAN, ADX, ACM, MSOS, ASLE, AAL, AEO, ANET.
- Sequoia Financial Advisors was a net buyer of stock by $1.1B.
- Sequoia Financial Advisors has $10B in assets under management (AUM), dropping by 11.04%.
- Central Index Key (CIK): 0001599900
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Portfolio Holdings for Sequoia Financial Advisors
Sequoia Financial Advisors holds 1334 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Sequoia Financial Advisors has 1334 total positions. Only the first 250 positions are shown.
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- Download the Sequoia Financial Advisors December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 9.0 | $930M | +7% | 3.2M | 289.81 |
|
| Apple (AAPL) | 3.5 | $364M | +8% | 1.5M | 250.42 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 3.3 | $338M | 3.3M | 103.30 |
|
|
| NVIDIA Corporation (NVDA) | 2.8 | $289M | +2% | 2.2M | 134.29 |
|
| Ishares Tr Core Msci Total (IXUS) | 2.6 | $273M | +5% | 4.1M | 66.14 |
|
| Microsoft Corporation (MSFT) | 2.5 | $262M | 620k | 421.50 |
|
|
| Amazon (AMZN) | 2.0 | $206M | -14% | 938k | 219.39 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 1.9 | $200M | +2% | 4.9M | 40.49 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 1.5 | $153M | +2% | 1.3M | 117.50 |
|
| Ishares Tr National Mun Etf (MUB) | 1.4 | $140M | +28% | 1.3M | 106.55 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.3 | $130M | +20% | 769k | 169.30 |
|
| Broadcom (AVGO) | 1.2 | $128M | +6% | 550k | 231.84 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $112M | 248k | 453.28 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $111M | 460k | 242.13 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $108M | +7% | 936k | 115.22 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $103M | +2% | 540k | 190.44 |
|
| Meta Platforms Cl A (META) | 1.0 | $102M | +10% | 174k | 585.51 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $101M | +16% | 172k | 586.08 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.9 | $94M | -4% | 1.5M | 63.75 |
|
| salesforce (CRM) | 0.8 | $87M | +128% | 260k | 334.33 |
|
| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.8 | $83M | 1.3M | 63.33 |
|
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.8 | $81M | +8% | 1.8M | 45.62 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $79M | -23% | 415k | 189.30 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $79M | +48% | 102k | 772.00 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.8 | $79M | +9% | 1.5M | 52.02 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.7 | $78M | -3% | 621k | 124.91 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.7 | $77M | +15% | 3.0M | 25.92 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.7 | $77M | 1.5M | 50.13 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $72M | +8% | 176k | 410.44 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $70M | +3% | 293k | 239.71 |
|
| Visa Com Cl A (V) | 0.7 | $69M | +48% | 217k | 316.04 |
|
| Wal-Mart Stores (WMT) | 0.6 | $66M | +5% | 728k | 90.35 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $63M | +32% | 69k | 916.27 |
|
| Raytheon Technologies Corp (RTX) | 0.6 | $62M | +9% | 533k | 115.72 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $59M | +189% | 2.5M | 23.18 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.6 | $58M | +6% | 1.4M | 41.27 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $58M | +16% | 534k | 107.57 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.5 | $53M | +18% | 919k | 57.45 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $51M | +5% | 100k | 511.23 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $51M | +6308% | 709k | 71.91 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $50M | 85k | 588.68 |
|
|
| Home Depot (HD) | 0.5 | $50M | +17% | 128k | 388.99 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $49M | +5% | 95k | 520.23 |
|
| Procter & Gamble Company (PG) | 0.5 | $49M | +9% | 293k | 167.65 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $48M | +9% | 601k | 80.27 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.5 | $48M | +4% | 1.5M | 33.21 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $48M | +28% | 480k | 100.32 |
|
| Goldman Sachs (GS) | 0.5 | $47M | +10% | 82k | 572.62 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.5 | $47M | +6% | 1.6M | 29.20 |
|
| Honeywell International (HON) | 0.4 | $46M | +10% | 204k | 225.89 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.4 | $46M | NEW | 935k | 49.05 |
|
| Wynn Resorts (WYNN) | 0.4 | $45M | +25% | 525k | 86.16 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.4 | $44M | 798k | 55.66 |
|
|
| Caterpillar (CAT) | 0.4 | $44M | +60% | 121k | 362.76 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.4 | $41M | -2% | 596k | 68.94 |
|
| Vici Pptys (VICI) | 0.4 | $41M | 1.4M | 29.21 |
|
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.4 | $39M | +24% | 1.5M | 26.19 |
|
| International Business Machines (IBM) | 0.4 | $38M | +47% | 174k | 219.83 |
|
| Amgen (AMGN) | 0.4 | $38M | +6% | 144k | 260.64 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.4 | $37M | +3% | 456k | 81.25 |
|
| Palo Alto Networks (PANW) | 0.3 | $36M | +42% | 199k | 181.96 |
|
| Johnson & Johnson (JNJ) | 0.3 | $36M | +6% | 249k | 144.62 |
|
| Merck & Co (MRK) | 0.3 | $36M | +9% | 361k | 99.48 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $36M | +1545% | 181k | 198.18 |
|
| Waste Management (WM) | 0.3 | $35M | +5% | 175k | 201.79 |
|
| Oracle Corporation (ORCL) | 0.3 | $35M | 212k | 166.64 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $34M | NEW | 166k | 206.92 |
|
| Zoetis Cl A (ZTS) | 0.3 | $34M | +6% | 210k | 162.93 |
|
| Tesla Motors (TSLA) | 0.3 | $34M | +6% | 84k | 403.84 |
|
| Sherwin-Williams Company (SHW) | 0.3 | $34M | +106% | 99k | 339.93 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.3 | $33M | 969k | 33.79 |
|
|
| McDonald's Corporation (MCD) | 0.3 | $33M | +37% | 113k | 289.89 |
|
| Pepsi (PEP) | 0.3 | $33M | +3% | 214k | 152.06 |
|
| Cheniere Energy Com New (LNG) | 0.3 | $32M | +3% | 149k | 214.87 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $32M | +3% | 50k | 636.03 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $32M | +9% | 608k | 52.22 |
|
| Xylem (XYL) | 0.3 | $32M | +5% | 273k | 116.02 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.3 | $31M | 479k | 65.08 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.3 | $31M | 136k | 229.32 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $30M | +384% | 627k | 47.82 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.3 | $29M | +10% | 614k | 47.77 |
|
| Bank of America Corporation (BAC) | 0.3 | $28M | +5% | 644k | 43.95 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $28M | +4871% | 172k | 161.77 |
|
| Marsh & McLennan Companies (MMC) | 0.3 | $28M | +13% | 131k | 212.41 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $27M | +9157% | 236k | 114.48 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $27M | -5% | 152k | 175.23 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.3 | $26M | NEW | 272k | 96.81 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $25M | +6039% | 286k | 88.79 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $25M | -2% | 79k | 322.16 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $25M | +8092% | 324k | 77.27 |
|
| Verizon Communications (VZ) | 0.2 | $25M | 616k | 39.99 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $25M | +11% | 217k | 113.11 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $24M | 322k | 74.01 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $23M | +4690% | 445k | 52.47 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $23M | +1472% | 129k | 178.08 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $23M | +23% | 81k | 283.85 |
|
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.2 | $23M | +8256% | 207k | 109.80 |
|
| Servicenow (NOW) | 0.2 | $23M | -5% | 21k | 1060.13 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $22M | +1021% | 499k | 44.04 |
|
| Harbor Etf Trust Dividend Gth Lea (GDIV) | 0.2 | $22M | NEW | 1.4M | 15.24 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $21M | -38% | 230k | 92.73 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $21M | -2% | 282k | 75.63 |
|
| Golden Entmt (GDEN) | 0.2 | $21M | +4% | 674k | 31.60 |
|
| Nxp Semiconductors N V (NXPI) | 0.2 | $21M | +5% | 102k | 207.85 |
|
| Oneok (OKE) | 0.2 | $21M | +3% | 211k | 100.40 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $21M | +136% | 158k | 131.76 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $21M | 38k | 538.81 |
|
|
| Blackrock (BLK) | 0.2 | $21M | NEW | 20k | 1025.13 |
|
| Wells Fargo & Company (WFC) | 0.2 | $20M | +100% | 285k | 70.24 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $20M | 555k | 35.48 |
|
|
| Progressive Corporation (PGR) | 0.2 | $19M | +38% | 81k | 239.61 |
|
| Schlumberger Com Stk (SLB) | 0.2 | $19M | +4% | 497k | 38.34 |
|
| Chevron Corporation (CVX) | 0.2 | $19M | +7% | 131k | 144.84 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.2 | $19M | +2% | 581k | 31.79 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.2 | $18M | +13% | 340k | 54.19 |
|
| Citigroup Com New (C) | 0.2 | $18M | +24% | 257k | 70.39 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $18M | 175k | 101.53 |
|
|
| Norfolk Southern (NSC) | 0.2 | $17M | +12% | 74k | 234.70 |
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| Qualcomm (QCOM) | 0.2 | $17M | +4% | 112k | 153.62 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $17M | +288% | 354k | 48.33 |
|
| Service Corporation International (SCI) | 0.2 | $17M | +2% | 214k | 79.82 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.2 | $17M | NEW | 452k | 37.40 |
|
| Iqvia Holdings (IQV) | 0.2 | $17M | +13% | 85k | 196.51 |
|
| Texas Pacific Land Corp (TPL) | 0.2 | $17M | -10% | 15k | 1105.96 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $17M | +13% | 445k | 37.53 |
|
| Eaton Corp SHS (ETN) | 0.2 | $17M | +4% | 50k | 331.87 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $17M | +4087% | 211k | 78.01 |
|
| TJX Companies (TJX) | 0.2 | $16M | +12% | 135k | 120.81 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $16M | +39% | 470k | 34.59 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $16M | +5% | 86k | 187.51 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $16M | -7% | 167k | 96.90 |
|
| Johnson Ctls Intl SHS (JCI) | 0.2 | $16M | -7% | 205k | 78.93 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.2 | $16M | -11% | 313k | 51.01 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $16M | 92k | 172.42 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.2 | $16M | +4% | 633k | 24.86 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $16M | +57400% | 2.3k | 6809.20 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $16M | 64k | 243.17 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $15M | NEW | 220k | 70.00 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.1 | $15M | -2% | 543k | 27.94 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $15M | +26% | 369k | 40.92 |
|
| UnitedHealth (UNH) | 0.1 | $15M | +16% | 29k | 505.86 |
|
| T Rowe Price Etf Price Div Grwt (TDVG) | 0.1 | $14M | -50% | 359k | 39.59 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $14M | +517% | 441k | 31.44 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $14M | +288% | 494k | 27.87 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $14M | +1762% | 182k | 75.69 |
|
| Fiserv (FI) | 0.1 | $13M | +4% | 65k | 205.42 |
|
| Netflix (NFLX) | 0.1 | $13M | +14% | 14k | 891.33 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $13M | +1340% | 308k | 40.67 |
|
| Walt Disney Company (DIS) | 0.1 | $12M | 111k | 111.35 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $12M | +2% | 96k | 128.62 |
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| Abbvie (ABBV) | 0.1 | $12M | 70k | 177.70 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $12M | -18% | 198k | 62.31 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $12M | +6020% | 255k | 48.42 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $12M | -5% | 56k | 220.96 |
|
| D.R. Horton (DHI) | 0.1 | $12M | +11% | 88k | 139.82 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $12M | NEW | 126k | 95.47 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $12M | +200% | 530k | 22.70 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $12M | +2% | 230k | 52.16 |
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| Jefferies Finl Group (JEF) | 0.1 | $11M | +19% | 144k | 78.40 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $11M | +9% | 106k | 105.48 |
|
| American Axle & Manufact. Holdings (AXL) | 0.1 | $11M | 1.9M | 5.83 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $11M | +27% | 67k | 166.79 |
|
| Lumen Technologies (LUMN) | 0.1 | $11M | +46% | 2.1M | 5.31 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $11M | +12% | 21k | 526.56 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $11M | +257% | 122k | 89.08 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $11M | +101% | 419k | 25.86 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $11M | -5% | 133k | 80.93 |
|
| Philip Morris International (PM) | 0.1 | $11M | +141% | 88k | 120.35 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $11M | +12% | 219k | 47.86 |
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| Nextera Energy (NEE) | 0.1 | $10M | -56% | 143k | 71.69 |
|
| Vanguard Wellington Us Value Factr (VFVA) | 0.1 | $9.9M | NEW | 84k | 118.38 |
|
| Coca-Cola Company (KO) | 0.1 | $9.7M | +8% | 156k | 62.26 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $9.7M | +9% | 49k | 197.49 |
|
| Intuit (INTU) | 0.1 | $9.5M | +11% | 15k | 628.52 |
|
| Red Rock Resorts Cl A (RRR) | 0.1 | $9.3M | -39% | 201k | 46.24 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $9.3M | -17% | 207k | 44.87 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $9.3M | 365k | 25.37 |
|
|
| Cisco Systems (CSCO) | 0.1 | $9.2M | +17% | 156k | 59.20 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.1 | $9.2M | +4% | 365k | 25.23 |
|
| Lowe's Companies (LOW) | 0.1 | $9.2M | +9% | 37k | 246.80 |
|
| American Electric Power Company (AEP) | 0.1 | $9.1M | -4% | 98k | 92.23 |
|
| Enstar Group SHS (ESGR) | 0.1 | $9.0M | +6% | 28k | 322.05 |
|
| Paychex (PAYX) | 0.1 | $9.0M | +122% | 64k | 140.22 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $9.0M | +172% | 198k | 45.34 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $8.8M | NEW | 419k | 21.07 |
|
| Zscaler Incorporated (ZS) | 0.1 | $8.8M | +7% | 49k | 180.41 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $8.8M | 100k | 87.90 |
|
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| At&t (T) | 0.1 | $8.7M | +53% | 382k | 22.77 |
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| Gilead Sciences (GILD) | 0.1 | $8.6M | -2% | 94k | 92.37 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $8.6M | +39% | 170k | 50.71 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $8.6M | -35% | 116k | 74.02 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $8.6M | +6% | 152k | 56.56 |
|
| Union Pacific Corporation (UNP) | 0.1 | $8.5M | +51% | 37k | 228.04 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $8.4M | +33% | 64k | 131.29 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $8.3M | +23% | 21k | 401.58 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $8.3M | +3% | 6.5k | 1267.20 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $8.2M | +6% | 352k | 23.27 |
|
| Wp Carey (WPC) | 0.1 | $8.1M | 149k | 54.48 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $8.0M | -3% | 30k | 263.49 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $7.9M | -14% | 487k | 16.27 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $7.8M | +7% | 22k | 351.78 |
|
| Global Payments (GPN) | 0.1 | $7.7M | +164% | 68k | 112.06 |
|
| American Express Company (AXP) | 0.1 | $7.6M | +18% | 26k | 296.79 |
|
| Morgan Stanley Com New (MS) | 0.1 | $7.6M | +3% | 60k | 125.72 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $7.5M | +20% | 32k | 232.52 |
|
| Advanced Micro Devices (AMD) | 0.1 | $7.4M | +7% | 62k | 120.79 |
|
| Pfizer (PFE) | 0.1 | $7.4M | -34% | 278k | 26.53 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $7.3M | +6% | 62k | 117.48 |
|
| Ge Vernova (GEV) | 0.1 | $7.2M | +5% | 22k | 328.92 |
|
| Cimpress Shs Euro (CMPR) | 0.1 | $7.2M | +8% | 100k | 71.72 |
|
| Apollo Global Mgmt (APO) | 0.1 | $7.1M | +48% | 43k | 165.16 |
|
| Target Corporation (TGT) | 0.1 | $7.1M | +87% | 53k | 135.18 |
|
| Tradeweb Mkts Cl A (TW) | 0.1 | $7.1M | +4% | 54k | 130.92 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $7.0M | +106% | 29k | 240.28 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $6.9M | NEW | 78k | 89.04 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $6.9M | +7% | 53k | 131.04 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $6.9M | 71k | 96.53 |
|
|
| ConocoPhillips (COP) | 0.1 | $6.8M | +10% | 69k | 99.17 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $6.8M | +3% | 65k | 104.23 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $6.8M | NEW | 268k | 25.25 |
|
| Chubb (CB) | 0.1 | $6.6M | +12% | 24k | 276.30 |
|
| Deere & Company (DE) | 0.1 | $6.5M | +2% | 16k | 423.71 |
|
| Western Alliance Bancorporation (WAL) | 0.1 | $6.5M | +2605% | 78k | 83.54 |
|
| Williams-Sonoma (WSM) | 0.1 | $6.5M | +15% | 35k | 185.18 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $6.4M | NEW | 173k | 37.12 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $6.3M | +32% | 132k | 47.83 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $6.3M | +5% | 13k | 485.92 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $6.2M | +47% | 50k | 124.96 |
|
| Globus Med Cl A (GMED) | 0.1 | $6.2M | +4% | 75k | 82.71 |
|
| Applied Materials (AMAT) | 0.1 | $6.2M | +29% | 38k | 162.63 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.1 | $6.2M | NEW | 131k | 47.23 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $6.1M | +136% | 23k | 269.70 |
|
| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.1 | $6.1M | NEW | 93k | 66.11 |
|
| Boyd Gaming Corporation (BYD) | 0.1 | $6.1M | NEW | 84k | 72.54 |
|
| NiSource (NI) | 0.1 | $6.0M | -8% | 163k | 36.76 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $5.7M | 93k | 61.37 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $5.7M | +192% | 217k | 26.07 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $5.6M | -2% | 98k | 57.41 |
|
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.1 | $5.6M | +12% | 247k | 22.79 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $5.6M | +311% | 203k | 27.32 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $5.5M | +29% | 22k | 253.69 |
|
| Martin Marietta Materials (MLM) | 0.1 | $5.5M | +4% | 11k | 516.48 |
|
| Tractor Supply Company (TSCO) | 0.1 | $5.5M | +429% | 103k | 53.06 |
|
| Southern Company (SO) | 0.1 | $5.4M | +20% | 65k | 82.32 |
|
| Liberty Global Com Cl C (LBTYK) | 0.1 | $5.3M | +17% | 407k | 13.14 |
|
| Air Products & Chemicals (APD) | 0.1 | $5.3M | -2% | 18k | 290.04 |
|
| United Parcel Service CL B (UPS) | 0.1 | $5.3M | -58% | 42k | 126.10 |
|
| 3M Company (MMM) | 0.1 | $5.2M | +22% | 40k | 129.09 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $5.2M | NEW | 90k | 57.99 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $5.2M | +4% | 13k | 402.71 |
|
Past Filings by Sequoia Financial Advisors
SEC 13F filings are viewable for Sequoia Financial Advisors going back to 2013
- 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
- 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