Sequoia Financial Advisors 13F Activity & Position Changes (Q3 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	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

Page 1 of 56