- 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
$11.8B
Portfolio Value
Other
Top Sector
13
Sectors
Investment Strategy Insights
- • Sequoia Financial Advisors maintains a diversified portfolio across 13 sectors
- • Top 5 holdings represent 17.2% of the portfolio
- • Largest position: VANGUARD INDEX FDS (VTI) at 7.4%
Trends by sector
Investment Adjustments from Previous Filing
Sequoia Financial Advisors Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| NI NISOURCE INC | 0.01% | $1,130,074 |
| RSG REPUBLIC SVCS INC | 0.01% | $1,128,487 |
| DIA SPDR DOW JONES INDL AVERAGE | 0.01% | $1,126,974 |
| SUSC ISHARES TR | 0.01% | $1,125,905 |
| PRU PRUDENTIAL FINL INC | 0.01% | $1,119,656 |
| ABNB AIRBNB INC | 0.01% | $1,119,176 |
| HCA HCA HEALTHCARE INC | 0.01% | $1,114,305 |
| SPGP INVESCO EXCHANGE TRADED FD T | 0.01% | $1,108,548 |
| CAH CARDINAL HEALTH INC | 0.01% | $1,106,231 |
| ADSK AUTODESK INC | 0.01% | $1,103,876 |
| WCN WASTE CONNECTIONS INC | 0.01% | $1,101,333 |
| KEY KEYCORP | 0.01% | $1,101,030 |
| IQV IQVIA HLDGS INC | 0.01% | $1,098,993 |
| ING ING GROEP N.V. | 0.01% | $1,094,379 |
| EBAY EBAY INC. | 0.01% | $1,090,030 |
| DFSI DIMENSIONAL ETF TRUST | 0.01% | $1,088,820 |
| TTE TOTALENERGIES SE | 0.01% | $1,086,173 |
| GNSS GENASYS INC | 0.01% | $1,084,795 |
| ARGX ARGENX SE | 0.01% | $1,082,521 |
| EXC EXELON CORP | 0.01% | $1,080,589 |
| TLH ISHARES TR | 0.01% | $1,079,840 |
| TFI SPDR SER TR | 0.01% | $1,074,345 |
| FICO FAIR ISAAC CORP | 0.01% | $1,071,457 |
| GDX VANECK ETF TRUST | 0.01% | $1,048,080 |
| NKE NIKE INC | 0.01% | $1,047,414 |
| MRVL MARVELL TECHNOLOGY INC | 0.01% | $1,046,899 |
| DFS DISCOVER FINL SVCS | 0.01% | $1,045,389 |
| CTSH COGNIZANT TECHNOLOGY SOLUTIO | 0.01% | $1,042,525 |
| SPG SIMON PPTY GROUP INC NEW | 0.01% | $1,037,912 |
| VGK VANGUARD INTL EQUITY INDEX F | 0.01% | $1,036,141 |
| OTIS OTIS WORLDWIDE CORP | 0.01% | $1,025,384 |
| REGN REGENERON PHARMACEUTICALS | 0.01% | $1,024,475 |
| EA ELECTRONIC ARTS INC | 0.01% | $1,019,317 |
| BUSE FIRST BUSEY CORP | 0.01% | $1,019,041 |
| IWY ISHARES TR | 0.01% | $1,018,841 |
| D DOMINION ENERGY INC | 0.01% | $1,016,083 |
| CFG CITIZENS FINL GROUP INC | 0.01% | $1,012,550 |
| VPU VANGUARD WORLD FD | 0.01% | $1,007,679 |
| BIL SPDR SER TR | 0.01% | $1,006,928 |
| CTVA CORTEVA INC | 0.01% | $1,003,092 |
| SWK STANLEY BLACK & DECKER INC | 0.01% | $1,002,804 |
| TD TORONTO DOMINION BK ONT | 0.01% | $992,847 |
| DLX DELUXE CORP | 0.01% | $986,348 |
| UMC UNITED MICROELECTRONICS CORP | 0.01% | $975,621 |
| RDY DR REDDYS LABS LTD | 0.01% | $970,600 |
| IXJ ISHARES TR | 0.01% | $970,004 |
| KNTK KINETIK HOLDINGS INC | 0.01% | $969,720 |
| CCI CROWN CASTLE INC | 0.01% | $969,495 |
| RGTI RIGETTI COMPUTING INC | 0.01% | $966,700 |
| IWS ISHARES TR | 0.01% | $965,750 |
| LBRDK LIBERTY BROADBAND CORP | 0.01% | $964,723 |
| LGF-A LIONS GATE ENTMNT CORP | 0.01% | $962,385 |
| TAK TAKEDA PHARMACEUTICAL CO LTD | 0.01% | $960,587 |
| EEM ISHARES TR | 0.01% | $951,736 |
| AME AMETEK INC | 0.01% | $951,195 |
| VONE VANGUARD SCOTTSDALE FDS | 0.01% | $951,174 |
| FANG DIAMONDBACK ENERGY INC | 0.01% | $948,597 |
| DASH DOORDASH INC | 0.01% | $944,649 |
| HSY HERSHEY CO | 0.01% | $942,268 |
| GIS GENERAL MLS INC | 0.01% | $942,094 |