- Sequoia Financial Advisors Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | Apr 23, 2025 | |
| Total Stocks | 1352 | |
| Portfolio Value | $12.93B |
Portfolio Overview
Comprehensive analysis of Sequoia Financial Advisors's investment portfolio
1278
Total Holdings
$12.9B
Portfolio Value
Mar 31, 2025
Latest Filing
7.4%
Largest Position
Top Holdings
1
VTI
VANGUARD INDEX FDS
$950.6M
7.4%
↑+0.1%
2
IXUS
ISHARES TR
$352.7M
2.7%
↑+0.2%
3
AAPL
APPLE INC
$336.7M
2.6%
↑+0.0%
4
VONG
VANGUARD SCOTTSDALE FDS
$301.3M
2.3%
↓-0.0%
5
DSTL
ETF SER SOLUTIONS
$285.4M
2.2%
↑+1.0%
Recent Activity
NVR
NVR, Inc.
-37
Jun 30, 2025
FCNCA
First Citizens BancShares, Inc.
-126
Jun 30, 2025
TPL
Texas Pacific Land Corporation
-222
Jun 30, 2025