- Sequoia Financial Advisors Portfolio

Period Date  Mar 31, 2025
Filing Date  Apr 23, 2025
Total Stocks  1352
Portfolio Value  $12.93B

Sequoia Financial Advisors Portfolio Allocation

SectorPercentage of portfolio (%)
ETF
51.30%
Technology
10.54%
Financial Services
6.73%
Consumer Cyclical
4.97%
Industrials
3.96%
Healthcare
3.95%
Communication Services
3.21%
Consumer Defensive
2.21%
Energy
1.61%
Real Estate
0.75%
Basic Materials
0.75%
Utilities
0.48%
Consumer Discretionary
0.00%
Sequoia Financial Advisors - SFA Portfolio Allocation | insiderset.com