- 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 |
|---|---|---|
| CMS CMS ENERGY CORP | 0.01% | $782,261 |
| FDVV FIDELITY COVINGTON TRUST | 0.01% | $781,014 |
| HWM HOWMET AEROSPACE INC | 0.01% | $780,707 |
| FTV FORTIVE CORP | 0.01% | $779,299 |
| SPDW SPDR INDEX SHS FDS | 0.01% | $773,034 |
| MUNI PIMCO ETF TR | 0.01% | $772,013 |
| AB ALLIANCEBERNSTEIN HLDG L P | 0.01% | $771,867 |
| BRO BROWN & BROWN INC | 0.01% | $771,563 |
| SSB SOUTHSTATE CORPORATION | 0.01% | $770,963 |
| KB KB FINL GROUP INC | 0.01% | $767,172 |
| KHC KRAFT HEINZ CO | 0.01% | $765,108 |
| IRM IRON MTN INC DEL | 0.01% | $763,447 |
| CNQ CANADIAN NAT RES LTD | 0.01% | $762,599 |
| NIC NICOLET BANKSHARES INC | 0.01% | $760,541 |
| TTWO TAKE-TWO INTERACTIVE SOFTWAR | 0.01% | $752,318 |
| NGG NATIONAL GRID PLC | 0.01% | $748,560 |
| NEM NEWMONT CORP | 0.01% | $745,138 |
| YUMC YUM CHINA HLDGS INC | 0.01% | $744,963 |
| MTD METTLER TOLEDO INTERNATIONAL | 0.01% | $740,242 |
| WH WYNDHAM HOTELS & RESORTS INC | 0.01% | $738,990 |
| SBAC SBA COMMUNICATIONS CORP NEW | 0.01% | $737,807 |
| RS RELIANCE INC | 0.01% | $730,709 |
| STIP ISHARES TR | 0.01% | $730,602 |
| HPQ HP INC | 0.01% | $728,011 |
| DGII DIGI INTL INC | 0.01% | $727,755 |
| STLD STEEL DYNAMICS INC | 0.01% | $725,853 |
| IT GARTNER INC | 0.01% | $711,228 |
| JMHI J P MORGAN EXCHANGE TRADED F | 0.01% | $709,556 |
| DFSB DIMENSIONAL ETF TRUST | 0.01% | $706,014 |
| XME SPDR SER TR | 0.01% | $704,141 |
| MDY SPDR S&P MIDCAP 400 ETF TR | 0.01% | $703,172 |
| OEF ISHARES TR | 0.01% | $702,780 |
| WTV WISDOMTREE TR | 0.01% | $700,171 |
| WEC WEC ENERGY GROUP INC | 0.01% | $700,167 |
| BALI BLACKROCK ETF TRUST | 0.01% | $697,266 |
| PKX POSCO HOLDINGS INC | 0.01% | $696,933 |
| POOL POOL CORP | 0.01% | $696,565 |
| JEPQ J P MORGAN EXCHANGE TRADED F | 0.01% | $691,503 |
| TTD THE TRADE DESK INC | 0.01% | $685,209 |
| DTM DT MIDSTREAM INC | 0.01% | $684,363 |
| PBH PRESTIGE CONSMR HEALTHCARE I | 0.01% | $680,797 |
| SSO PROSHARES TR | 0.01% | $676,646 |
| LULU LULULEMON ATHLETICA INC | 0.01% | $676,047 |
| WBD WARNER BROS DISCOVERY INC | 0.01% | $675,621 |
| PAVE GLOBAL X FDS | 0.01% | $669,180 |
| CLFD CLEARFIELD INC | 0.01% | $668,730 |
| IEF ISHARES TR | 0.01% | $665,834 |
| BAH BOOZ ALLEN HAMILTON HLDG COR | 0.01% | $665,338 |
| BKR BAKER HUGHES COMPANY | 0.01% | $663,765 |
| FTEC FIDELITY COVINGTON TRUST | 0.01% | $663,424 |
| OTTR OTTER TAIL CORP | 0.01% | $662,433 |
| PCG PG&E CORP | 0.01% | $660,423 |
| COIN COINBASE GLOBAL INC | 0.01% | $657,444 |
| HES HESS CORP | 0.01% | $656,697 |
| MUFG MITSUBISHI UFJ FINL GROUP IN | 0.01% | $656,012 |
| FXH FIRST TR EXCHANGE TRADED FD | 0.01% | $653,095 |
| SCHC SCHWAB STRATEGIC TR | 0.01% | $648,978 |
| SLF SUN LIFE FINANCIAL INC. | 0.00% | $644,347 |
| PBA PEMBINA PIPELINE CORP | 0.00% | $642,894 |
| SHG SHINHAN FINANCIAL GROUP CO L | 0.00% | $634,675 |