Sequoia Financial Advisors, LLC Portfolio Holdings

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

Sequoia Financial Advisors, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $8.93 Billion distributed in 1289 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 $844M, Vanguard Russell 1000 Growth E with a value of $320M, Apple Inc. with a value of $312M, Ishares Tr with a value of $284M, and Microsoft Corp with a value of $269M.

Examining the 13F form we can see an increase of $872M in the current position value, from $8.06B to 8.93B.

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

Portfolio value $8.93 Billion
ETFs: $4.11 Billion
Technology: $1.4 Billion
Financial Services: $589 Million
Consumer Cyclical: $581 Million
Healthcare: $504 Million
Industrials: $460 Million
Communication Services: $391 Million
Consumer Defensive: $246 Million
Other: $535 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.37 Million 0.03% of portfolio
71,405
Q3 2024 Added 12.3%
$0
$2.54 Million 0.03% of portfolio
12,873
Q3 2024 Added 5.33%
$0
$2.32 Million 0.03% of portfolio
39,226
Q3 2024 Reduced 6.94%
$0
$2.24 Million 0.03% of portfolio
21,975
Q2 2024 Reduced 5.06%
$4.85B
$2.58 Million 0.03% of portfolio
24,126
Q3 2024 Added 4.7%
$0
$2.28 Million 0.03% of portfolio
40,262
Q3 2024 New
$6.54B
$2.76 Million 0.03% of portfolio
22,523
Q3 2024 Added 0.25%
$40.6B
$2.56 Million 0.03% of portfolio
10,773
Q3 2024 Reduced 39.05%
$1.56B
$2.42 Million 0.03% of portfolio
51,027
Q3 2024 Added 0.03%
$72.7B
$2.5 Million 0.03% of portfolio
15,361
Q3 2024 Added 7.01%
$24.7B
$2.46 Million 0.03% of portfolio
1,567
Q3 2024 Added 63.4%
$94.3B
$2.75 Million 0.03% of portfolio
11,053
Q3 2024 Added 25.42%
$96.8B
$3.06 Million 0.03% of portfolio
1,491
Q3 2024 Added 42.68%
$79.5B
$2.32 Million 0.03% of portfolio
31,473
Q3 2024 Added 26.93%
$25.7B
$2.46 Million 0.03% of portfolio
47,086
Q3 2024 Added 0.14%
$78.3B
$2.66 Million 0.03% of portfolio
5,906
Q3 2024 Added 48.88%
$225B
$3.12 Million 0.03% of portfolio
27,119
Q3 2024 Reduced 0.07%
$10.8B
$3.1 Million 0.03% of portfolio
44,060
Q3 2024 Added 3.58%
$81.3B
$2.34 Million 0.03% of portfolio
2,033
Q3 2024 Added 19.59%
$0
$2.3 Million 0.03% of portfolio
22,800
Q3 2024 Reduced 13.53%
$81.2B
$2.5 Million 0.03% of portfolio
13,519
Q3 2024 Added 49.0%
$52.4B
$2.46 Million 0.03% of portfolio
6,762
Q3 2024 Added 13.99%
$25.9B
$2.82 Million 0.03% of portfolio
19,624
Q3 2024 Added 8.26%
$15.6B
$2.56 Million 0.03% of portfolio
18,709
Q3 2024 Added 1.45%
$3.83B
$2.53 Million 0.03% of portfolio
78,479
Q3 2024 New
$15.3B
$2.89 Million 0.03% of portfolio
23,865
Q3 2024 Added 2.1%
$61B
$2.74 Million 0.03% of portfolio
4,930
Q3 2024 Added 10.41%
$170B
$2.88 Million 0.03% of portfolio
5,576
Q3 2024 Added 13.75%
$323B
$2.53 Million 0.03% of portfolio
11,032
Q3 2024 Added 5.35%
$0
$2.84 Million 0.03% of portfolio
39,542
Q3 2024 Added 28.95%
$234B
$2.97 Million 0.03% of portfolio
45,025
Q3 2024 Added 25.31%
$0
$2.83 Million 0.03% of portfolio
40,331
Q3 2024 Added 7.72%
$0
$2.5 Million 0.03% of portfolio
47,201
Q3 2024 Reduced 6.43%
$80.4B
$3.05 Million 0.03% of portfolio
6,016
Q3 2024 Added 16.68%
$1.96B
$2.28 Million 0.03% of portfolio
48,310
Q3 2024 Added 407.83%
$290B
$2.94 Million 0.03% of portfolio
14,255
Q3 2024 Added 17.54%
$57.5B
$2.42 Million 0.03% of portfolio
10,341
Q3 2024 Added 43.25%
$51.3B
$2.32 Million 0.03% of portfolio
17,148
Q3 2024 Added 0.32%
$0
$2.54 Million 0.03% of portfolio
9,649
Q3 2024 Added 0.03%
$0
$2.7 Million 0.03% of portfolio
14,805
Q3 2024 Added 8.9%
$6.09B
$2.31 Million 0.03% of portfolio
68,368
Q3 2024 Added 18.17%
$11.1B
$2.39 Million 0.03% of portfolio
13,949
Q3 2024 Added 2.31%
$67.9B
$1.56 Million 0.02% of portfolio
13,947
Q3 2024 Reduced 1.35%
$52B
$1.52 Million 0.02% of portfolio
8,009
Q3 2024 Added 3.93%
$93.6B
$2.16 Million 0.02% of portfolio
42,263
Q3 2024 Added 10.55%
$56B
$1.49 Million 0.02% of portfolio
20,336
Q3 2024 Added 1.99%
$650M
$1.4 Million 0.02% of portfolio
113,991
Q3 2024 Added 5.14%
$63.6B
$1.71 Million 0.02% of portfolio
542
Q3 2024 Added 22.35%
$70.6B
$1.38 Million 0.02% of portfolio
5,705
Q3 2024 Added 15.6%

Summary

  • Portfolio
  • No. of Stocks 1,289
  • Current Value $8.93 Billion
  • Prior Value $8.06 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 155 stocks
  • Additional Purchases 712 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 343 stocks
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email