Sequoia Financial Advisors 13F Activity & Position Changes (Q3 2025)

According to the SEC 13F filed on Oct 29, 2025, the Sequoia Financial Advisors portfolio showed several notable changes in holdings as of quarter-end Sep 30, 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	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2025	092528843 BlackRock ETF II	BlackRock ETF II	Sell - Position Exit	-33,629	-100.0%	$0.00	-
Q3 2025	09290C848 BlackRock ETF	BlackRock ETF	Sell	-359	-0.8%	$1.23M	44,048
Q3 2025	45783Y244 Innovator ETFs	Innovator ETFs	Sell - Position Exit	-19,152	-100.0%	$0.00	-
Q3 2025	74275C304 Processa Pharmaceuticals	Processa Pharmaceuticals	Sell - Position Exit	-11,000	-100.0%	$0.00	-
Q3 2025	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Buy	+4,156	+10.8%	$5.46M	42,568
Q3 2025	AAON AAON, Inc.	AAON, Inc.	Sell	-169	-5.7%	$259.86K	2,781
Q3 2025	AAPL Apple Inc.	Apple Inc.	Buy	+74,205	+4.7%	$424.49M	1,667,078
Q3 2025	AB AllianceBernstein Holding L.P.	AllianceBernstein Holding L.P.	Buy	+147	+0.7%	$781.78K	20,455
Q3 2025	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+4,785	+6.0%	$19.56M	84,494
Q3 2025	ABCB Ameris Bancorp	Ameris Bancorp	Sell	-137	-3.8%	$253.87K	3,463
Q3 2025	ABEV Ambev S.A.	Ambev S.A.	Sell	-39,832	-21.6%	$322.35K	144,552
Q3 2025	ABNB Airbnb, Inc.	Airbnb, Inc.	Buy	+163	+1.4%	$1.44M	11,876
Q3 2025	ABT Abbott Laboratories	Abbott Laboratories	Buy	+3,336	+1.0%	$47.38M	353,767
Q3 2025	ACA Arcosa, Inc.	Arcosa, Inc.	Buy	+34	+1.3%	$244.96K	2,614
Q3 2025	ACHC Acadia Healthcare Company, Inc.	Acadia Healthcare Company, Inc.	Buy - Position Entry	+8,513	-	$210.78K	8,513
Q3 2025	ACI Albertsons Companies, Inc.	Albertsons Companies, Inc.	Buy	+21,986	+89.7%	$814.08K	46,492
Q3 2025	ACM AECOM	AECOM	Buy	+54	+2.5%	$288.21K	2,209
Q3 2025	ACN Accenture plc	Accenture plc	Sell	-3,139	-6.2%	$11.74M	47,604
Q3 2025	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Sell	-32,673	-2.5%	$178.79M	1,293,324
Q3 2025	ACWV iShares MSCI Global Min Vol Fac	iShares MSCI Global Min Vol Fac	Buy	+3,338	+4.6%	$9.13M	76,106
Q3 2025	ACWX iShares MSCI ACWI ex U.S. ETF	iShares MSCI ACWI ex U.S. ETF	Sell	-2,670	-0.9%	$18.96M	291,584
Q3 2025	ADBE Adobe Inc.	Adobe Inc.	Sell	-135	-1.3%	$3.50M	9,928
Q3 2025	ADC Agree Realty Corporation	Agree Realty Corporation	Sell	-10,583	-58.9%	$525.55K	7,398
Q3 2025	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+555	+3.5%	$4.02M	16,368
Q3 2025	ADM Archer-Daniels-Midland Company	Archer-Daniels-Midland Company	Buy	+3,660	+23.3%	$1.16M	19,338
Q3 2025	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-1,608	-13.5%	$3.04M	10,341
Q3 2025	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-266	-4.2%	$1.91M	6,026
Q3 2025	ADT ADT Inc.	ADT Inc.	Buy	+32,033	+130.4%	$492.95K	56,596
Q3 2025	ADX Adams Diversified Equity Fund I	Adams Diversified Equity Fund I	Buy - Position Entry	+9,143	-	$203.89K	9,143
Q3 2025	AEE Ameren Corporation	Ameren Corporation	Buy	+1,399	+14.8%	$1.13M	10,854

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