Sequoia Financial Advisors 13F Activity & Position Changes (Q1 2023)

As of Mar 31, 2023, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 25, 2023. 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 Q1 2023, the filing reported:

New Buys - Alcoa Corporation, Airbnb, Inc., Align Technology, Inc., America Movil, S.A.B. de C.V., Arhaus, Inc., and 67 more

Increases - Advance Auto Parts Inc., Apple Inc., AbbVie Inc., Accenture plc, iShares MSCI ACWI ETF, and 405 more

Reductions - Agilent Technologies, Inc., ABB Ltd., Ambev S.A., Abbott Laboratories, Agree Realty Corporation, and 281 more

Complete Exits - Akamai Technologies, Inc., Alnylam Pharmaceuticals, Inc., Vanguard Total International Bo, Citizens Financial Group, Inc., Comerica Incorporated, and 33 more

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2023	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-120	-2.8%	$567.06K	4,099
Q1 2023	AA Alcoa Corporation	Alcoa Corporation	Buy - Position Entry	+16,371	-	$696.75K	16,371
Q1 2023	AAP Advance Auto Parts Inc.	Advance Auto Parts Inc.	Buy	+8,453	+23.7%	$5.36M	44,104
Q1 2023	AAPL Apple Inc.	Apple Inc.	Buy	+20,413	+2.8%	$123.18M	746,974
Q1 2023	ABBNY ABB Ltd.	ABB Ltd.	Sell	-123	-0.6%	$679.45K	19,809
Q1 2023	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+184	+0.5%	$5.96M	37,426
Q1 2023	ABEV Ambev S.A.	Ambev S.A.	Sell	-13,704	-28.2%	$98.55K	34,947
Q1 2023	ABNB Airbnb, Inc.	Airbnb, Inc.	Buy - Position Entry	+2,404	-	$299.03K	2,404
Q1 2023	ABT Abbott Laboratories	Abbott Laboratories	Sell	-2,320	-7.8%	$2.76M	27,299
Q1 2023	ACN Accenture plc	Accenture plc	Buy	+202	+1.7%	$3.49M	12,222
Q1 2023	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Buy	+12,732	+1.6%	$73.94M	811,146
Q1 2023	ADBE Adobe Inc.	Adobe Inc.	Buy	+330	+6.5%	$2.07M	5,379
Q1 2023	ADC Agree Realty Corporation	Agree Realty Corporation	Sell	-1,881	-21.2%	$479.17K	6,984
Q1 2023	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+258	+4.8%	$1.11M	5,641
Q1 2023	ADM Archer-Daniels-Midland Company	Archer-Daniels-Midland Company	Sell	-2,732	-32.8%	$446.61K	5,606
Q1 2023	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-423	-6.4%	$1.39M	6,231
Q1 2023	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+39	+2.2%	$384.04K	1,845
Q1 2023	AEE Ameren Corporation	Ameren Corporation	Sell	-192	-2.4%	$668.44K	7,738
Q1 2023	AEM Agnico Eagle Mines Limited	Agnico Eagle Mines Limited	Buy	+995	+8.7%	$631.16K	12,383
Q1 2023	AEP American Electric Power Company	American Electric Power Company	Sell	-1,695	-8.2%	$1.73M	18,989
Q1 2023	AER AerCap	AerCap	Buy	+231	+3.8%	$355.88K	6,329
Q1 2023	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+1,711	+21.0%	$637.09K	9,874
Q1 2023	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+64,344	+3.7%	$181.54M	1,821,949
Q1 2023	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Sell	-10,217	-4.9%	$8.65M	198,068
Q1 2023	AGL agilon health, inc.	agilon health, inc.	Buy	+91	+0.3%	$653.84K	27,530
Q1 2023	AIG American International Group, I	American International Group, I	Buy	+194	+2.6%	$379.41K	7,534
Q1 2023	AIT Applied Industrial Technologies	Applied Industrial Technologies	Sell	-43	-2.7%	$221.44K	1,558
Q1 2023	AJG Arthur J. Gallagher & Co.	Arthur J. Gallagher & Co.	Sell	-91	-2.4%	$710.15K	3,712
Q1 2023	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell - Position Exit	-2,568	-100.0%	$0.00	-
Q1 2023	ALC Alcon	Alcon	Sell	-171	-3.0%	$391.50K	5,550

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