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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, SFGV, IXUS, AAPL, NVDA, and represent 21.27% of Sequoia Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$159M), DD (+$45M), ROK (+$39M), PYLD (+$37M), BINC (+$36M), JPIE (+$34M), NVDA (+$30M), MSFT (+$27M), HON (+$26M), HONA (+$24M).
Started 334 new stock positions in CNK, FDXF, ROOT, RBBN, KREF, OZK, PKBK, DC, TSLX, VGNT.
Reduced shares in these 10 stocks: WYNN (-$78M), Dupont De Nemours (-$43M), Honeywell International (-$28M), PANW (-$27M), CRM (-$26M), SHW (-$24M), ACN (-$13M), SFGV (-$13M), XYL (-$9.6M), BSCS (-$8.3M).
Sold out of its positions in SIVR, ASO, ACM, Air Lease Corp, BOXX, UHAL, AFG, ATR, APAM, AUR.
Sequoia Financial Advisors was a net buyer of stock by $613M.
Sequoia Financial Advisors has $20B in assets under management (AUM), dropping by 12.22%.
Central Index Key (CIK): 0001599900

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Portfolio Holdings for Sequoia Financial Advisors

Sequoia Financial Advisors holds 2124 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Sequoia Financial Advisors has 2124 total positions. Only the first 250 positions are shown.

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Download the Sequoia Financial Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	7.1	$1.4B		3.8M	370.04	View chart
Ea Series Trust Sequ Glo Val Etf (SFGV)	5.5	$1.1B		32M	35.09	View chart
Ishares Tr Core Msci Total (IXUS)	3.0	$601M	+4%	6.3M	95.44	View chart
Apple (AAPL)	2.9	$575M		2.0M	289.36	View chart
NVIDIA Corporation (NVDA)	2.8	$570M	+5%	2.9M	200.09	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	2.2	$438M		3.4M	127.81	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.0	$393M	+3%	7.6M	51.69	View chart
Etf Ser Solutions Distillate Us (DSTL)	1.8	$356M		5.9M	59.90	View chart
Microsoft Corporation (MSFT)	1.7	$341M	+8%	913k	373.02	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.6	$329M	+12%	12M	26.52	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.6	$328M	+11%	7.1M	46.05	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	1.6	$321M	+12%	6.1M	52.34	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.4	$290M		3.7M	79.03	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$283M	+7%	3.6M	77.91	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$269M		762k	353.33	View chart
Amazon (AMZN)	1.3	$261M	-2%	1.1M	238.34	View chart
Broadcom (AVGO)	1.3	$252M	+3%	668k	377.75	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$229M	+7%	2.1M	107.62	View chart
T Rowe Price Exchange-traded Price Div Grwt (TDVG)	1.1	$216M	+3%	4.4M	49.03	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.1	$215M		5.3M	40.64	View chart
Caterpillar (CAT)	1.0	$201M	+5%	188k	1064.90	View chart
Spdr Index Shs Fds St Str Msci Glb (SPGM)	0.9	$190M	+10%	2.2M	85.67	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$188M	+533%	2.2M	86.14	View chart
Eli Lilly & Co. (LLY)	0.9	$185M	+7%	155k	1199.43	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.9	$180M	-4%	1.1M	156.97	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.9	$180M		5.3M	34.12	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$178M	+4%	815k	217.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$169M		473k	357.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$168M	-2%	456k	368.38	View chart
Goldman Sachs (GS)	0.8	$155M	+4%	154k	1011.37	View chart
Meta Platforms Cl A (META)	0.8	$155M	+4%	275k	563.29	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$143M	-2%	191k	746.77	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$133M	-2%	1.1M	124.76	View chart
JPMorgan Chase & Co. (JPM)	0.6	$128M	+4%	392k	327.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$124M	-2%	247k	500.39	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$117M	+4%	2.8M	41.25	View chart
Raytheon Technologies Corp (RTX)	0.6	$114M	-3%	602k	189.73	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$111M	-2%	1.8M	62.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$109M	+4%	734k	148.31	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$105M	+12%	2.1M	50.58	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.5	$104M	-2%	1.3M	81.94	View chart
Exxon Mobil Corporation (XOM)	0.5	$103M	+4%	751k	136.72	View chart
Quanta Services (PWR)	0.5	$98M	+5%	136k	720.04	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$97M		1.4M	69.90	View chart
Wal-Mart Stores (WMT)	0.5	$96M	+4%	848k	113.26	View chart
Visa Com Cl A (V)	0.5	$95M	+4%	278k	343.09	View chart
Costco Wholesale Corporation (COST)	0.4	$89M	-2%	95k	935.47	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$88M	+2%	371k	236.62	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.4	$87M	-2%	532k	163.45	View chart
Home Depot (HD)	0.4	$81M	+4%	230k	352.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$80M		108k	736.40	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.4	$77M		695k	110.15	View chart
Eaton Corp SHS (ETN)	0.4	$75M	+6%	175k	426.12	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.4	$74M	+42%	739k	100.67	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$72M		97k	748.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$68M		960k	71.25	View chart
Micron Technology (MU)	0.3	$67M	+13%	58k	1154.29	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$66M	-2%	1.2M	54.02	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$64M	-3%	623k	103.05	View chart
Amgen (AMGN)	0.3	$63M	+4%	173k	362.12	View chart
International Business Machines (IBM)	0.3	$62M	+6%	221k	281.21	View chart
Tesla Motors (TSLA)	0.3	$61M	+27%	145k	420.60	View chart
Bank of America Corporation (BAC)	0.3	$61M	+7%	1.1M	56.98	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.3	$60M	-5%	1.4M	41.63	View chart
Parker-Hannifin Corporation (PH)	0.3	$59M	+10%	60k	978.12	View chart
Morgan Stanley Com New (MS)	0.3	$59M	+3%	280k	209.04	View chart
Johnson & Johnson (JNJ)	0.3	$53M		207k	253.97	View chart
Waste Management (WM)	0.3	$52M	+7%	234k	222.88	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.3	$51M	-2%	1.2M	42.59	View chart
Procter & Gamble Company (PG)	0.2	$50M		339k	146.64	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$49M	+4%	1.0M	47.38	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$49M	+4%	631k	77.11	View chart
Blackrock (BLK)	0.2	$48M	+5%	50k	961.57	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$46M	+3%	526k	87.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$46M	+4%	67k	686.82	View chart
Rockwell Automation (ROK)	0.2	$46M	+559%	92k	495.08	View chart
Dupont De Nemours Common Stock (DD)	0.2	$45M	NEW	332k	135.64	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$43M		896k	48.34	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$42M	-14%	468k	90.10	View chart
Advanced Micro Devices (AMD)	0.2	$41M	+5%	71k	580.91	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$41M	-2%	1.4M	29.43	View chart
Applied Materials (AMAT)	0.2	$40M	+7%	55k	723.00	View chart
Citigroup Com New (C)	0.2	$39M	+2%	279k	139.96	View chart
McDonald's Corporation (MCD)	0.2	$39M		144k	270.31	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$38M	-3%	362k	106.31	View chart
Merck & Co (MRK)	0.2	$38M		292k	128.50	View chart
Palo Alto Networks (PANW)	0.2	$37M	-42%	108k	341.02	View chart
TJX Companies (TJX)	0.2	$37M	+6%	241k	151.50	View chart
Cheniere Energy Com New (LNG)	0.2	$36M	+4%	151k	239.01	View chart
Abbott Laboratories (ABT)	0.2	$36M	+7%	393k	90.74	View chart
Labcorp Holdings Com Shs (LH)	0.2	$36M	+5%	127k	280.00	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$36M	+6%	104k	342.83	View chart
Progressive Corporation (PGR)	0.2	$35M		161k	218.45	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$35M	-2%	420k	82.34	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.2	$34M		825k	41.73	View chart
Arthur J. Gallagher & Co. (AJG)	0.2	$34M	+7%	150k	229.57	View chart
Ge Vernova (GEV)	0.2	$34M		29k	1174.86	View chart
Xylem (XYL)	0.2	$34M	-22%	284k	118.21	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$34M		991k	33.84	View chart
Ge Aerospace Com New (GE)	0.2	$33M		88k	373.73	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$31M		66k	477.57	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$30M		74k	409.50	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$30M	-5%	142k	212.77	View chart
Charles Schwab Corporation (SCHW)	0.2	$30M	-4%	328k	92.27	View chart
salesforce (CRM)	0.1	$30M	-46%	192k	156.66	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$29M		162k	181.15	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$29M	+10%	383k	76.11	View chart
Lam Research Corp Com New (LRCX)	0.1	$29M	-4%	67k	433.33	View chart
Flex Ord (FLEX)	0.1	$29M		179k	162.07	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$29M	+5%	245k	117.67	View chart
Chevron Corporation (CVX)	0.1	$29M	+8%	174k	165.76	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$29M	-11%	628k	45.70	View chart
Palantir Technologies Cl A (PLTR)	0.1	$28M	+2%	244k	116.67	View chart
Qualcomm (QCOM)	0.1	$28M	+9%	154k	184.79	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$28M	-2%	715k	38.79	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$27M	-9%	278k	98.59	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.1	$26M		930k	27.74	View chart
Honeywell International (HON)	0.1	$26M	NEW	115k	223.90	View chart
Cisco Systems (CSCO)	0.1	$26M	+8%	218k	117.46	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$25M	+105%	153k	164.27	View chart
Wells Fargo & Company (WFC)	0.1	$25M		302k	82.64	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$25M		181k	137.53	View chart
Abbvie (ABBV)	0.1	$25M	+4%	99k	251.64	View chart
Intel Corporation (INTC)	0.1	$25M	+19%	176k	139.63	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$25M	-3%	465k	52.76	View chart
Honeywell Aerospace (HONA)	0.1	$24M	NEW	109k	221.08	View chart
UnitedHealth (UNH)	0.1	$24M	+5%	57k	415.63	View chart
Sherwin-Williams Company (SHW)	0.1	$24M	-50%	69k	344.32	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$23M	-3%	421k	55.01	View chart
Coca-Cola Company (KO)	0.1	$23M	+3%	284k	81.27	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$22M	-3%	101k	219.43	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$22M		598k	36.84	View chart
Dell Technologies CL C (DELL)	0.1	$22M	+4%	50k	431.46	View chart
Harbor Etf Trust Dividend Gth Lea (GDIV)	0.1	$22M		1.2M	18.44	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$21M	+4%	534k	40.13	View chart
American Express Company (AXP)	0.1	$21M		61k	338.25	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$21M	-7%	108k	190.52	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.1	$20M	+7%	758k	26.16	View chart
General Dynamics Corporation (GD)	0.1	$20M	+9%	55k	354.24	View chart
L3harris Technologies (LHX)	0.1	$19M	+10%	67k	290.59	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$19M	-4%	421k	44.36	View chart
Philip Morris International (PM)	0.1	$19M		103k	180.91	View chart
Oneok (OKE)	0.1	$19M		213k	86.94	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$18M		53k	343.91	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$18M	-5%	452k	40.21	View chart
American Electric Power Company (AEP)	0.1	$18M	+4%	133k	136.81	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.1	$18M	-14%	423k	42.00	View chart
Brookfield Infrastructure Pa Lp Int Unit (BIP)	0.1	$17M	-4%	473k	36.49	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$17M	-4%	23.00	748850.00	View chart
Texas Instruments Incorporated (TXN)	0.1	$17M	+4%	58k	298.07	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$17M	-2%	70k	242.99	View chart
Mastercard Incorporated Cl A (MA)	0.1	$17M		33k	513.60	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$17M	-3%	63k	264.72	View chart
Kla Corp Com New (KLAC)	0.1	$16M	+942%	54k	301.71	View chart
Hubbell (HUBB)	0.1	$16M		31k	523.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$16M	+2%	271k	59.69	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.1	$16M	-11%	381k	42.21	View chart
Oracle Corporation (ORCL)	0.1	$16M	-5%	110k	146.55	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$16M	+304%	174k	91.64	View chart
Service Corporation International (SCI)	0.1	$16M		210k	75.96	View chart
Williams-Sonoma (WSM)	0.1	$16M		68k	233.10	View chart
Pepsi (PEP)	0.1	$16M	-3%	116k	135.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$16M	-10%	162k	96.58	View chart
Keysight Technologies (KEYS)	0.1	$16M	+12%	45k	350.07	View chart
Corning Incorporated (GLW)	0.1	$16M		61k	255.43	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$16M		204k	76.55	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$16M	-10%	266k	58.20	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$15M	+323%	123k	124.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$15M	-4%	178k	85.49	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$15M	-27%	371k	40.96	View chart
Netflix (NFLX)	0.1	$15M	-5%	213k	71.40	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$15M		152k	98.98	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$15M		150k	96.46	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	0.1	$15M	-2%	355k	40.67	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$14M		176k	82.27	View chart
Verizon Communications (VZ)	0.1	$14M		339k	42.34	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$14M		48k	300.45	View chart
Boeing Company (BA)	0.1	$14M	+7%	64k	216.47	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$14M		134k	103.96	View chart
American Axle & Manufact. Holdings (DCH)	0.1	$14M	+12%	2.5M	5.42	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$13M	-11%	162k	82.65	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$13M		84k	156.95	View chart
Union Pacific Corporation (UNP)	0.1	$13M		49k	272.00	View chart
Comcast Corp Cl A (CMCSA)	0.1	$13M	-9%	539k	24.55	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$13M	-4%	71k	185.23	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$13M	-5%	258k	51.00	View chart
Nvent Elec SHS (NVT)	0.1	$13M	+16%	77k	169.61	View chart
Nextera Energy (NEE)	0.1	$13M		147k	87.77	View chart
Blackrock Etf Trust Disc Vola Eq Etf (BDVL)	0.1	$13M	-2%	497k	25.98	View chart
3M Company (MMM)	0.1	$13M		79k	161.91	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.1	$13M	-3%	282k	44.85	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$13M	-3%	119k	106.47	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$12M	-2%	427k	28.96	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$12M		61k	197.60	View chart
Bwx Technologies (BWXT)	0.1	$12M	+18%	61k	194.65	View chart
Deere & Company (DE)	0.1	$12M	+14%	18k	634.34	View chart
Lockheed Martin Corporation (LMT)	0.1	$12M	+6%	23k	509.46	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$12M		204k	56.33	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$11M	-6%	358k	31.71	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$11M	+12%	639k	17.73	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$11M	-6%	120k	93.63	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$11M		5.6k	1989.50	View chart
Western Digital (WDC)	0.1	$11M	+3%	17k	638.71	View chart
Travelers Companies (TRV)	0.1	$11M	+12%	33k	330.12	View chart
Sandisk Corp (SNDK)	0.1	$11M	-11%	4.8k	2273.75	View chart
Linde SHS (LIN)	0.1	$11M	+19%	21k	518.93	View chart
Woodward Governor Company (WWD)	0.1	$11M	+25%	26k	425.44	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$11M	-3%	220k	49.55	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$11M	-11%	203k	53.61	View chart
Cameco Corporation (CCJ)	0.1	$11M	+14%	107k	101.86	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$11M	-4%	11k	964.96	View chart
Southern Company (SO)	0.1	$11M	+3%	112k	95.71	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$11M	-43%	525k	20.36	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.1	$11M		200k	53.33	View chart
Walt Disney Company (DIS)	0.1	$11M	-6%	111k	96.25	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$11M		382k	27.70	View chart
Kinder Morgan (KMI)	0.1	$11M	+4%	331k	31.97	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$11M	-43%	513k	20.51	View chart
Lowe's Companies (LOW)	0.1	$11M		48k	220.49	View chart
At&t (T)	0.1	$10M		502k	20.70	View chart
Bristol Myers Squibb (BMY)	0.1	$10M	+6%	180k	57.62	View chart
MasTec (MTZ)	0.1	$10M	+22%	25k	416.07	View chart
Lumen Technologies (LUMN)	0.1	$10M		1.3M	7.68	View chart
Snowflake Com Shs (SNOW)	0.1	$10M	+14%	40k	254.50	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$10M	-7%	277k	36.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$10M	-8%	104k	96.43	View chart
Wp Carey (WPC)	0.0	$9.9M	-9%	139k	71.50	View chart
Curtiss-Wright (CW)	0.0	$9.9M	+13%	13k	757.77	View chart
Altria (MO)	0.0	$9.9M	+5%	138k	71.95	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$9.8M	-4%	118k	83.75	View chart
Us Bancorp Com New (USB)	0.0	$9.8M		163k	60.40	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$9.8M	+3%	118k	82.84	View chart
Texas Pacific Land Corp (TPL)	0.0	$9.6M		22k	437.64	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$9.4M	-9%	98k	95.62	View chart
F5 Networks (FFIV)	0.0	$9.2M	+14%	22k	415.97	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$9.2M	-2%	64k	144.61	View chart
Jefferies Finl Group (JEF)	0.0	$9.1M	+5%	183k	49.98	View chart
Ftai Aviation SHS (FTAI)	0.0	$9.1M	+42%	34k	270.53	View chart
Masco Corporation (MAS)	0.0	$9.1M	+14%	112k	81.37	View chart
Nxp Semiconductors N V (NXPI)	0.0	$9.1M	-12%	32k	281.03	View chart
Chubb (CB)	0.0	$9.1M	-2%	27k	340.74	View chart
TransDigm Group Incorporated (TDG)	0.0	$9.1M	+3%	6.8k	1332.01	View chart
Apollo Global Mgmt (APO)	0.0	$8.9M	+2%	76k	118.31	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$8.9M		57k	156.30	View chart
Itt (ITT)	0.0	$8.8M	+17%	44k	197.76	View chart
Amphenol Corp Cl A (APH)	0.0	$8.6M	+5%	49k	176.32	View chart
C H Robinson Worldwide In Com New (CHRW)	0.0	$8.6M	+111%	45k	188.34	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$8.5M		82k	103.88	View chart
Analog Devices (ADI)	0.0	$8.5M	+5%	22k	397.16	View chart
Marvell Technology (MRVL)	0.0	$8.5M	+5%	29k	297.89	View chart

Past Filings by Sequoia Financial Advisors

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

Sequoia Financial Advisors 2026 Q2 filed July 17, 2026
Sequoia Financial Advisors 2026 Q1 filed April 30, 2026
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

View all past filings

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