Sequoia Financial Advisors, LLC Portfolio Holdings
Sequoia Financial Advisors, LLC
- $11.5 Billion
- Q4 2024
Sequoia Financial Advisors, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $11.5 Billion distributed in 1347 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $1.57B, Vanguard Total Stock Market Et with a value of $930M, Apple Inc. with a value of $364M, Vanguard Russell 1000 Growth E with a value of $338M, and Nvidia Corp with a value of $289M.
Examining the 13F form we can see an increase of $2.61B in the current position value, from $8.93B to 11.5B.
Below you can find more details about Sequoia Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$11.5 Billion
ETFs: $4.96 Billion
Financial Services: $2.26 Billion
Technology: $1.52 Billion
Consumer Cyclical: $565 Million
Industrials: $493 Million
Healthcare: $468 Million
Communication Services: $400 Million
Consumer Defensive: $283 Million
Other: $479 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 1,347
- Current Value $11.5 Billion
- Prior Value $8.93 Billion
- Filing
- Period Q4 2024
- Filing Date February 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 150 stocks
- Additional Purchases 837 stocks
- Sold out of 0 stocks
- Reduced holdings in 300 stocks