- 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 |
|---|---|---|
| VOE VANGUARD INDEX FDS | 0.15% | $18,777,850 |
| GDIV HARBOR ETF TRUST | 0.14% | $18,395,884 |
| VGSH VANGUARD SCOTTSDALE FDS | 0.14% | $18,361,040 |
| FI FISERV INC | 0.14% | $18,136,898 |
| VWO VANGUARD INTL EQUITY INDEX F | 0.14% | $17,997,043 |
| QCOM QUALCOMM INC | 0.14% | $17,980,713 |
| XLF SELECT SECTOR SPDR TR | 0.14% | $17,963,187 |
| GDEN GOLDEN ENTMT INC | 0.14% | $17,684,441 |
| VSS VANGUARD INTL EQUITY INDEX F | 0.14% | $17,592,870 |
| NSC NORFOLK SOUTHN CORP | 0.13% | $17,216,684 |
| C CITIGROUP INC | 0.13% | $16,951,621 |
| XLC SELECT SECTOR SPDR TR | 0.13% | $16,913,206 |
| SCI SERVICE CORP INTL | 0.13% | $16,786,518 |
| PWR QUANTA SVCS INC | 0.13% | $16,720,299 |
| DFAX DIMENSIONAL ETF TRUST | 0.13% | $16,681,340 |
| DFUV DIMENSIONAL ETF TRUST | 0.13% | $16,665,559 |
| PGR PROGRESSIVE CORP | 0.13% | $16,623,741 |
| DFAC DIMENSIONAL ETF TRUST | 0.13% | $16,462,107 |
| ABBV ABBVIE INC | 0.12% | $16,043,387 |
| AGG ISHARES TR | 0.12% | $15,805,391 |
| CMCSA COMCAST CORP NEW | 0.12% | $15,751,886 |
| TXN TEXAS INSTRS INC | 0.12% | $15,603,056 |
| CWI SPDR INDEX SHS FDS | 0.12% | $15,584,755 |
| ACN ACCENTURE PLC IRELAND | 0.12% | $15,506,452 |
| XLY SELECT SECTOR SPDR TR | 0.12% | $15,301,289 |
| FDN FIRST TR EXCHANGE-TRADED FD | 0.12% | $14,959,522 |
| ACWX ISHARES TR | 0.12% | $14,912,723 |
| SUB ISHARES TR | 0.12% | $14,870,135 |
| UNP UNION PAC CORP | 0.11% | $14,762,766 |
| GE GE AEROSPACE | 0.11% | $14,722,904 |
| JCI JOHNSON CTLS INTL PLC | 0.11% | $14,612,974 |
| PM PHILIP MORRIS INTL INC | 0.11% | $14,151,530 |
| TDVG T ROWE PRICE ETF INC | 0.11% | $14,149,288 |
| KO COCA COLA CO | 0.11% | $14,061,252 |
| IMTM ISHARES TR | 0.11% | $14,044,946 |
| BAM BROOKFIELD ASSET MANAGMT LTD | 0.11% | $14,020,559 |
| AXP AMERICAN EXPRESS CO | 0.11% | $13,999,403 |
| VV VANGUARD INDEX FDS | 0.11% | $13,944,212 |
| ITOT ISHARES TR | 0.11% | $13,858,136 |
| NFLX NETFLIX INC | 0.11% | $13,704,542 |
| SPLV INVESCO EXCH TRADED FD TR II | 0.10% | $12,832,613 |
| FMB FIRST TR EXCH TRADED FD III | 0.10% | $12,798,082 |
| MMM 3M CO | 0.09% | $12,197,865 |
| DFAR DIMENSIONAL ETF TRUST | 0.09% | $12,141,251 |
| IQLT ISHARES TR | 0.09% | $11,969,146 |
| VZ VERIZON COMMUNICATIONS INC | 0.09% | $11,784,376 |
| HUBB HUBBELL INC | 0.09% | $11,683,405 |
| SCHB SCHWAB STRATEGIC TR | 0.09% | $11,572,691 |
| MA MASTERCARD INCORPORATED | 0.09% | $11,561,030 |
| IWM ISHARES TR | 0.09% | $11,159,832 |
| UPS UNITED PARCEL SERVICE INC | 0.08% | $10,836,445 |
| T AT&T INC | 0.08% | $10,682,660 |
| ZS ZSCALER INC | 0.08% | $10,577,969 |
| XLI SELECT SECTOR SPDR TR | 0.08% | $10,571,230 |
| PFF ISHARES TR | 0.08% | $10,315,115 |
| DIS DISNEY WALT CO | 0.08% | $10,281,171 |
| DGRW WISDOMTREE TR | 0.08% | $10,253,945 |
| VFVA VANGUARD WELLINGTON FD | 0.08% | $10,200,538 |
| MPLX MPLX LP | 0.08% | $10,196,847 |
| IEFA ISHARES TR | 0.08% | $10,152,334 |