Sequoia Financial Advisors, LLC Portfolio Holdings

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

Sequoia Financial Advisors, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $14.6 Billion distributed in 1742 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $1.2B, Ishares Tr with a value of $482M, Nvidia Corp with a value of $458M, Apple Inc. with a value of $424M, and Microsoft Corp with a value of $399M.

Examining the 13F form we can see an decrease of $3.61B in the current position value, from $18.2B to 14.6B.

Below you can find more details about Sequoia Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $14.6 Billion
ETFs: $7.39 Billion
Technology: $2.15 Billion
Financial Services: $1.07 Billion
Consumer Cyclical: $820 Million
Industrials: $786 Million
Communication Services: $550 Million
Healthcare: $499 Million
Consumer Defensive: $317 Million
Other: $628 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.19B
$3.77 Million 0.03% of portfolio
80,257
Q3 2025 New
$151B
$3.5 Million 0.02% of portfolio
9,928
Q3 2025 New
$72.3B
$2.19 Million 0.02% of portfolio
19,643
Q3 2025 New
$57.9B
$2.74 Million 0.02% of portfolio
12,760
Q3 2025 New
$47B
$3.36 Million 0.02% of portfolio
6,849
Q3 2025 New
$277B
$3 Million 0.02% of portfolio
39,127
Q3 2025 New
$104B
$3.04 Million 0.02% of portfolio
10,341
Q3 2025 New
$73.2B
$2.29 Million 0.02% of portfolio
533
Q3 2025 New
$8.65B
$2.96 Million 0.02% of portfolio
30,892
Q3 2025 New
$39.4B
$2.71 Million 0.02% of portfolio
3,783
Q3 2025 New
$138B
$2.75 Million 0.02% of portfolio
49,289
Q3 2025 New
$4.41B
$3.19 Million 0.02% of portfolio
122,388
Q3 2025 New
$18.9B
$3.11 Million 0.02% of portfolio
23,474
Q3 2025 New
$86.4B
$2.61 Million 0.02% of portfolio
7,425
Q3 2025 New
$19.6B
$3.65 Million 0.02% of portfolio
22,898
Q3 2025 New
$18.4B
$3.19 Million 0.02% of portfolio
35,800
Q3 2025 New
$19B
$2.25 Million 0.02% of portfolio
10,943
Q3 2025 New
$100B
$3.14 Million 0.02% of portfolio
11,609
Q3 2025 New
$65.7B
$2.66 Million 0.02% of portfolio
33,321
Q3 2025 New
$36B
$2.23 Million 0.02% of portfolio
22,187
Q3 2025 New
$111B
$3.2 Million 0.02% of portfolio
9,715
Q3 2025 New
$2.23B
$2.88 Million 0.02% of portfolio
193,279
Q3 2025 New
$69.4B
$3.27 Million 0.02% of portfolio
39,915
Q3 2025 New
$115B
$3.63 Million 0.02% of portfolio
7,401
Q3 2025 New
$8.22B
$2.44 Million 0.02% of portfolio
59,974
Q3 2025 New
$103B
$3.36 Million 0.02% of portfolio
44,569
Q3 2025 New
$74.1B
$2.23 Million 0.02% of portfolio
8,196
Q3 2025 New
$26.6B
$2.49 Million 0.02% of portfolio
17,573
Q3 2025 New
$13.5B
$3.22 Million 0.02% of portfolio
66,393
Q3 2025 New
$46.1B
$2.23 Million 0.02% of portfolio
24,528
Q3 2025 New
$53.4B
$2.35 Million 0.02% of portfolio
30,237
Q3 2025 New
$55.8B
$2.27 Million 0.02% of portfolio
11,232
Q3 2025 New
$6.27B
$3.62 Million 0.02% of portfolio
143,799
Q3 2025 New
$78.2B
$2.43 Million 0.02% of portfolio
7,517
Q3 2025 New
$75.4B
$3.1 Million 0.02% of portfolio
23,663
Q3 2025 New
$17.6B
$2.29 Million 0.02% of portfolio
30,187
Q3 2025 New
$23.2B
$2.44 Million 0.02% of portfolio
49,664
Q3 2025 New
$68.9B
$2.48 Million 0.02% of portfolio
10,505
Q3 2025 New
$76.2B
$2.39 Million 0.02% of portfolio
4,931
Q3 2025 New
$52.1B
$2.4 Million 0.02% of portfolio
200,901
Q3 2025 New
$7.33B
$2.41 Million 0.02% of portfolio
119,571
Q3 2025 New
$100B
$3.42 Million 0.02% of portfolio
56,022
Q3 2025 New
$13.5B
$2.96 Million 0.02% of portfolio
34,841
Q3 2025 New
$68.4B
$2.52 Million 0.02% of portfolio
73,853
Q3 2025 New
$8.6B
$3.02 Million 0.02% of portfolio
31,889
Q3 2025 New
$10.2B
$2.95 Million 0.02% of portfolio
155,399
Q3 2025 New
$109B
$2.46 Million 0.02% of portfolio
81,455
Q3 2025 New
$70.3B
$2.46 Million 0.02% of portfolio
150,908
Q3 2025 New
$81.8B
$2.71 Million 0.02% of portfolio
24,680
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,742
  • Current Value $14.6 Billion
  • Prior Value $18.2 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1,703 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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