Sequoia Financial Advisors 13F Activity & Position Changes (Q1 2025)

As of Mar 31, 2025, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 23, 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 Q1 2025, the filing reported:

New Buys - BlackRock ETF, ETF Series, Innovator ETFs, iShares MSCI Global Min Vol Fac, American Healthcare REIT, Inc., and 124 more

Increases - Agilent Technologies, Inc., AAON, Inc., Apple Inc., AllianceBernstein Holding L.P., AbbVie Inc., and 651 more

Reductions - Ameris Bancorp, iShares MSCI ACWI ETF, Archer-Daniels-Midland Company, Automatic Data Processing, Inc., Aegon Ltd. New York Registry Sh, and 506 more

Complete Exits - Arcosa, Inc., American Financial Group, Inc., Federal Agricultural Mortgage C, Abercrombie & Fitch Company, APA Corporation, and 102 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 2025	09290C848 BlackRock ETF	BlackRock ETF	Buy - Position Entry	+36,156	-	$936.08K	36,156
Q1 2025	26922B501 ETF Series	ETF Series	Buy - Position Entry	+10,206	-	$256.17K	10,206
Q1 2025	45783Y343 Innovator ETFs	Innovator ETFs	Buy - Position Entry	+10,150	-	$268.47K	10,150
Q1 2025	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Buy	+1,106	+3.3%	$4.09M	35,004
Q1 2025	AAON AAON, Inc.	AAON, Inc.	Buy	+1,054	+49.2%	$249.78K	3,197
Q1 2025	AAPL Apple Inc.	Apple Inc.	Buy	+64,408	+4.4%	$336.75M	1,516,003
Q1 2025	AB AllianceBernstein Holding L.P.	AllianceBernstein Holding L.P.	Buy	+218	+1.1%	$771.87K	20,148
Q1 2025	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+6,978	+10.0%	$16.04M	76,573
Q1 2025	ABCB Ameris Bancorp	Ameris Bancorp	Sell	-62	-1.7%	$212.21K	3,686
Q1 2025	ABEV Ambev S.A.	Ambev S.A.	Buy	+31,746	+46.8%	$232.00K	99,571
Q1 2025	ABNB Airbnb, Inc.	Airbnb, Inc.	Buy	+3,384	+56.5%	$1.12M	9,369
Q1 2025	ABT Abbott Laboratories	Abbott Laboratories	Buy	+22,071	+10.2%	$31.68M	238,858
Q1 2025	ACA Arcosa, Inc.	Arcosa, Inc.	Sell - Position Exit	-2,552	-100.0%	$0.00	-
Q1 2025	ACN Accenture plc	Accenture plc	Buy	+27,594	+124.9%	$15.51M	49,694
Q1 2025	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Sell	-174,453	-13.4%	$130.91M	1,124,773
Q1 2025	ACWV iShares MSCI Global Min Vol Fac	iShares MSCI Global Min Vol Fac	Buy - Position Entry	+10,755	-	$1.25M	10,755
Q1 2025	ACWX iShares MSCI ACWI ex U.S. ETF	iShares MSCI ACWI ex U.S. ETF	Buy	+39,122	+17.0%	$14.91M	268,940
Q1 2025	ADBE Adobe Inc.	Adobe Inc.	Buy	+379	+4.6%	$3.29M	8,590
Q1 2025	ADC Agree Realty Corporation	Agree Realty Corporation	Buy	+139	+3.0%	$365.03K	4,729
Q1 2025	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+1,976	+14.9%	$3.07M	15,218
Q1 2025	ADM Archer-Daniels-Midland Company	Archer-Daniels-Midland Company	Sell	-1,818	-17.5%	$410.41K	8,548
Q1 2025	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-205	-2.0%	$3.10M	10,150
Q1 2025	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+264	+6.7%	$1.10M	4,216
Q1 2025	AEE Ameren Corporation	Ameren Corporation	Buy	+702	+8.9%	$862.35K	8,589
Q1 2025	AEG Aegon Ltd. New York Registry Sh	Aegon Ltd. New York Registry Sh	Sell	-472	-2.1%	$145.88K	22,136
Q1 2025	AEIS Advanced Energy Industries, Inc	Advanced Energy Industries, Inc	Buy	+187	+9.4%	$206.73K	2,169
Q1 2025	AEM Agnico Eagle Mines Limited	Agnico Eagle Mines Limited	Buy	+856	+29.0%	$412.73K	3,807
Q1 2025	AEP American Electric Power Company	American Electric Power Company	Sell	-5,661	-5.8%	$10.13M	92,747
Q1 2025	AER AerCap	AerCap	Sell	-79	-1.1%	$717.75K	7,025
Q1 2025	AES The AES Corporation	The AES Corporation	Sell	-910	-8.1%	$127.90K	10,298

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