- 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 |
|---|---|---|
| SCHO SCHWAB STRATEGIC TR | 0.01% | $1,415,835 |
| NVDL GRANITESHARES ETF TR | 0.01% | $1,414,581 |
| HLAL LISTED FD TR | 0.01% | $1,405,811 |
| DNOW DNOW INC | 0.01% | $1,390,142 |
| OXY OCCIDENTAL PETE CORP | 0.01% | $1,388,836 |
| MSCI MSCI INC | 0.01% | $1,385,601 |
| INFY INFOSYS LTD | 0.01% | $1,368,845 |
| SMFG SUMITOMO MITSUI FINL GROUP I | 0.01% | $1,368,103 |
| FE FIRSTENERGY CORP | 0.01% | $1,367,425 |
| EOG EOG RES INC | 0.01% | $1,358,673 |
| VOOG VANGUARD ADMIRAL FDS INC | 0.01% | $1,356,666 |
| COF CAPITAL ONE FINL CORP | 0.01% | $1,353,545 |
| HRB BLOCK H & R INC | 0.01% | $1,348,254 |
| CPRT COPART INC | 0.01% | $1,348,020 |
| BDX BECTON DICKINSON & CO | 0.01% | $1,346,757 |
| SNY SANOFI | 0.01% | $1,346,138 |
| SU SUNCOR ENERGY INC NEW | 0.01% | $1,343,878 |
| NTRS NORTHERN TR CORP | 0.01% | $1,339,534 |
| GWW GRAINGER W W INC | 0.01% | $1,334,061 |
| RING ISHARES INC | 0.01% | $1,333,701 |
| O REALTY INCOME CORP | 0.01% | $1,331,810 |
| IYR ISHARES TR | 0.01% | $1,324,127 |
| USIG ISHARES TR | 0.01% | $1,322,462 |
| SOLV SOLVENTUM CORP | 0.01% | $1,318,831 |
| FTRE FORTREA HLDGS INC | 0.01% | $1,316,396 |
| GLW CORNING INC | 0.01% | $1,313,287 |
| ECL ECOLAB INC | 0.01% | $1,299,036 |
| CHD CHURCH & DWIGHT CO INC | 0.01% | $1,298,161 |
| IUSV ISHARES TR | 0.01% | $1,279,530 |
| WTRG ESSENTIAL UTILS INC | 0.01% | $1,277,831 |
| CBRE CBRE GROUP INC | 0.01% | $1,277,630 |
| FEZ SPDR INDEX SHS FDS | 0.01% | $1,261,205 |
| ES EVERSOURCE ENERGY | 0.01% | $1,255,339 |
| SLV ISHARES SILVER TR | 0.01% | $1,254,631 |
| ACWV ISHARES INC | 0.01% | $1,251,560 |
| CMI CUMMINS INC | 0.01% | $1,247,132 |
| FAST FASTENAL CO | 0.01% | $1,242,559 |
| CASY CASEYS GEN STORES INC | 0.01% | $1,241,358 |
| PRF INVESCO EXCHANGE TRADED FD T | 0.01% | $1,233,659 |
| JEPI J P MORGAN EXCHANGE TRADED F | 0.01% | $1,228,673 |
| GLPI GAMING & LEISURE PPTYS INC | 0.01% | $1,227,658 |
| GEHC GE HEALTHCARE TECHNOLOGIES I | 0.01% | $1,221,228 |
| ROK ROCKWELL AUTOMATION INC | 0.01% | $1,220,945 |
| CAE CAE INC | 0.01% | $1,218,583 |
| NDSN NORDSON CORP | 0.01% | $1,217,498 |
| SUSB ISHARES TR | 0.01% | $1,214,165 |
| FCX FREEPORT-MCMORAN INC | 0.01% | $1,212,231 |
| MET METLIFE INC | 0.01% | $1,195,851 |
| CDNS CADENCE DESIGN SYSTEM INC | 0.01% | $1,195,614 |
| BRKR BRUKER CORP | 0.01% | $1,194,152 |
| ROST ROSS STORES INC | 0.01% | $1,192,088 |
| GNTX GENTEX CORP | 0.01% | $1,185,202 |
| CHT CHUNGHWA TELECOM CO LTD | 0.01% | $1,173,242 |
| MPWR MONOLITHIC PWR SYS INC | 0.01% | $1,167,684 |
| CARR CARRIER GLOBAL CORPORATION | 0.01% | $1,159,279 |
| EGP EASTGROUP PPTYS INC | 0.01% | $1,159,067 |
| WY WEYERHAEUSER CO MTN BE | 0.01% | $1,147,647 |
| PXH INVESCO EXCH TRADED FD TR II | 0.01% | $1,144,720 |
| WIT WIPRO LTD | 0.01% | $1,144,559 |
| VGIT VANGUARD SCOTTSDALE FDS | 0.01% | $1,130,686 |