– Sequoia Financial Advisors Portfolio Activity & Recent Trades (Sep 30, 2025)
As of Sep 30, 2025, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Oct 29, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q3 2025, the filing reported:
New Buys – Acadia Healthcare Company, Inc., Adams Diversified Equity Fund I, The AES Corporation, AGNC Investment Corp., Astera Labs, Inc., and 184 more
Increases – Agilent Technologies, Inc., Apple Inc., AllianceBernstein Holding L.P., AbbVie Inc., Airbnb, Inc., and 1030 more
Reductions – BlackRock ETF, AAON, Inc., Ameris Bancorp, Ambev S.A., Accenture plc, and 385 more
Complete Exits – BlackRock ETF II, Innovator ETFs, Processa Pharmaceuticals, Innovator ETFs Trust Innovator , ANSYS, Inc., and 59 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
Q3 2025 | 092528843 BlackRock ETF II | Sell - Position Exit | -33,629 |
Q3 2025 | 09290C848 BlackRock ETF | Sell | -359 |
Q3 2025 | 45783Y244 Innovator ETFs | Sell - Position Exit | -19,152 |
Q3 2025 | 74275C304 Processa Pharmaceuticals | Sell - Position Exit | -11,000 |
Q3 2025 | A Agilent Technologies, Inc. | Buy | +4,156 |
Q3 2025 | AAON AAON, Inc. | Sell | -169 |
Q3 2025 | AAPL Apple Inc. | Buy | +74,205 |
Q3 2025 | AB AllianceBernstein Holding L.P. | Buy | +147 |
Q3 2025 | ABBV AbbVie Inc. | Buy | +4,785 |
Q3 2025 | ABCB Ameris Bancorp | Sell | -137 |
Q3 2025 | ABEV Ambev S.A. | Sell | -39,832 |
Q3 2025 | ABNB Airbnb, Inc. | Buy | +163 |
Q3 2025 | ABT Abbott Laboratories | Buy | +3,336 |
Q3 2025 | ACA Arcosa, Inc. | Buy | +34 |
Q3 2025 | ACHC Acadia Healthcare Company, Inc. | Buy - Position Entry | +8,513 |
Q3 2025 | ACI Albertsons Companies, Inc. | Buy | +21,986 |
Q3 2025 | ACM AECOM | Buy | +54 |
Q3 2025 | ACN Accenture plc | Sell | -3,139 |
Q3 2025 | ACWI iShares MSCI ACWI ETF | Sell | -32,673 |
Q3 2025 | ACWV iShares MSCI Global Min Vol Fac | Buy | +3,338 |
Q3 2025 | ACWX iShares MSCI ACWI ex U.S. ETF | Sell | -2,670 |
Q3 2025 | ADBE Adobe Inc. | Sell | -135 |
Q3 2025 | ADC Agree Realty Corporation | Sell | -10,583 |
Q3 2025 | ADI Analog Devices, Inc. | Buy | +555 |
Q3 2025 | ADM Archer-Daniels-Midland Company | Buy | +3,660 |
Q3 2025 | ADP Automatic Data Processing, Inc. | Sell | -1,608 |
Q3 2025 | ADSK Autodesk, Inc. | Sell | -266 |
Q3 2025 | ADT ADT Inc. | Buy | +32,033 |
Q3 2025 | ADX Adams Diversified Equity Fund I | Buy - Position Entry | +9,143 |
Q3 2025 | AEE Ameren Corporation | Buy | +1,399 |