Sequoia Financial Advisors 13F Activity & Position Changes (Q2 2025)

As of Jun 30, 2025, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jul 25, 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 Q2 2025, the filing reported:

New Buys - BlackRock ETF II, Innovator ETFs, Processa Pharmaceuticals, Arcosa, Inc., Albertsons Companies, Inc., and 255 more

Increases - BlackRock ETF, Agilent Technologies, Inc., Apple Inc., AllianceBernstein Holding L.P., AbbVie Inc., and 854 more

Reductions - AAON, Inc., Ameris Bancorp, Advanced Energy Industries, Inc, Affirm Holdings, Inc., AGCO Corporation, and 371 more

Complete Exits - The AES Corporation, Altimmune, Inc., Alerian MLP ETF, Amarin Corporation plc, Berry Global Group, Inc., and 54 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
Q2 2025	092528843 BlackRock ETF II	BlackRock ETF II	Buy - Position Entry	+33,629	-	$1.64M	33,629
Q2 2025	09290C848 BlackRock ETF	BlackRock ETF	Buy	+8,251	+22.8%	$1.21M	44,407
Q2 2025	45784N817 Innovator ETFs	Innovator ETFs	Buy - Position Entry	+9,726	-	$256.06K	9,726
Q2 2025	74275C304 Processa Pharmaceuticals	Processa Pharmaceuticals	Buy - Position Entry	+11,000	-	$2.25K	11,000
Q2 2025	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Buy	+3,408	+9.7%	$4.53M	38,412
Q2 2025	AAON AAON, Inc.	AAON, Inc.	Sell	-247	-7.7%	$217.57K	2,950
Q2 2025	AAPL Apple Inc.	Apple Inc.	Buy	+76,870	+5.1%	$326.81M	1,592,873
Q2 2025	AB AllianceBernstein Holding L.P.	AllianceBernstein Holding L.P.	Buy	+160	+0.8%	$829.16K	20,308
Q2 2025	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+3,136	+4.1%	$14.80M	79,709
Q2 2025	ABCB Ameris Bancorp	Ameris Bancorp	Sell	-86	-2.3%	$232.93K	3,600
Q2 2025	ABEV Ambev S.A.	Ambev S.A.	Buy	+84,813	+85.2%	$444.37K	184,384
Q2 2025	ABNB Airbnb, Inc.	Airbnb, Inc.	Buy	+2,344	+25.0%	$1.55M	11,713
Q2 2025	ABT Abbott Laboratories	Abbott Laboratories	Buy	+111,573	+46.7%	$47.66M	350,431
Q2 2025	ACA Arcosa, Inc.	Arcosa, Inc.	Buy - Position Entry	+2,580	-	$223.71K	2,580
Q2 2025	ACI Albertsons Companies, Inc.	Albertsons Companies, Inc.	Buy - Position Entry	+24,506	-	$527.12K	24,506
Q2 2025	ACM AECOM	AECOM	Buy - Position Entry	+2,155	-	$243.21K	2,155
Q2 2025	ACN Accenture plc	Accenture plc	Buy	+1,049	+2.1%	$15.17M	50,743
Q2 2025	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Buy	+201,224	+17.9%	$170.52M	1,325,997
Q2 2025	ACWV iShares MSCI Global Min Vol Fac	iShares MSCI Global Min Vol Fac	Buy	+62,013	+576.6%	$8.63M	72,768
Q2 2025	ACWX iShares MSCI ACWI ex U.S. ETF	iShares MSCI ACWI ex U.S. ETF	Buy	+25,314	+9.4%	$17.93M	294,254
Q2 2025	ADBE Adobe Inc.	Adobe Inc.	Buy	+1,473	+17.1%	$3.89M	10,063
Q2 2025	ADC Agree Realty Corporation	Agree Realty Corporation	Buy	+13,252	+280.2%	$1.31M	17,981
Q2 2025	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+595	+3.9%	$3.76M	15,813
Q2 2025	ADM Archer-Daniels-Midland Company	Archer-Daniels-Midland Company	Buy	+7,130	+83.4%	$827.51K	15,678
Q2 2025	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+1,799	+17.7%	$3.69M	11,949
Q2 2025	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+2,076	+49.2%	$1.95M	6,292
Q2 2025	ADT ADT Inc.	ADT Inc.	Buy - Position Entry	+24,563	-	$208.05K	24,563
Q2 2025	AEE Ameren Corporation	Ameren Corporation	Buy	+866	+10.1%	$908.04K	9,455
Q2 2025	AEG Aegon Ltd. New York Registry Sh	Aegon Ltd. New York Registry Sh	Buy	+1,440	+6.5%	$170.69K	23,576
Q2 2025	AEIS Advanced Energy Industries, Inc	Advanced Energy Industries, Inc	Sell	-624	-28.8%	$204.71K	1,545

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