SF

Sequoia Financial Advisors, LLC

13F
Sequoia Financial Advisors, LLC
Last update 2024-10-21 1285 Stocks (154 new)
Value $9.32 Bil Turnover 10 %
Countries:
Top Holdings: VTI(9.06%)VONG(3.44%)AAPL(3.34%)IXUS(3.05%)MSFT(2.89%)
Portfolio Report
Summary Stock Picks Current Portfolio
Sequoia Financial Advisors, LL... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
2,982,032
844394.850
+1.73%
9.060
+0.15%
0.200
+11.80%
+20.27%
423658.824
 
VONG 		Vanguard Russell 1000 Growth Index Fund
3,316,670
320124.950
+0.07%
3.440
0%
1.550
+14.69%
+25.66%
21130.617
 
AAPL 		Apple Inc
1,337,633
311668.530
+5.18%
3.340
+0.16%
0.010
+6.90%
+16.50%
3377630.649
Hardware
IXUS 		iShares Core MSCI Total International Stock ETF
3,912,672
284177.380
+2.02%
3.050
+0.06%
0.710
+8.54%
+8.49%
38596.567
 
MSFT 		Microsoft Corp
624,875
268883.770
+10.47%
2.890
+0.27%
0.010
+4.32%
+10.02%
3059156.044
Software
NVDA 		NVIDIA Corp
2,097,588
254731.510
+14.89%
2.730
+0.35%
0.010
+39.30%
+182.58%
3431992.300
Semiconductors
AMZN 		Amazon.com Inc
1,100,273
205013.780
-0.12%
2.200
0%
0.010
+23.90%
+31.30%
2097744.696
Retail - Cyclical
DFAU 		Dimensional US Core Equity Market ETF
4,822,146
191390.990
+10.07%
2.050
+0.19%
2.920
+11.62%
+20.18%
6631.360
 
ACWI 		iShares MSCI ACWI Index Fund
1,265,639
151307.090
+2.35%
1.620
+0.04%
0.780
+10.83%
+16.78%
19277.576
 
BRK.B 		Berkshire Hathaway Inc
246,200
113315.820
+10.63%
1.220
+0.12%
0.010
+7.58%
+24.79%
959232.641
Insurance

Sequoia Financial Advisors, LLC's Historical Top Holdings Breakdowns

Sequoia Financial Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BN 		Brookfield Corp2024-09-30Add
+0.43%
●
40.93 ($47.34) 53.42
$55.75
17.77%
Add 4149.29%
776,346
758,076
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+0.42%
●
20.37 ($21.79) 22.62
$22.80
4.64%
Add 193.76%
2,621,064
576,273
FMB 		First Trust Managed Municipal ETF2024-09-30Reduce
-0.41%
●
51 ($51.63) 52.05
$51.36
-0.52%
Reduce -65.4%
354,595
-670,122
CZR 		Caesars Entertainment Inc2024-09-30Sold Out
-0.38%
●
33.2 ($37.5) 41.74
$38.79
3.44%
Sold Out
0
-801,237
NVDA 		NVIDIA Corp2024-09-30Add
+0.35%
●
98.91 ($118.12) 134.91
$139.91
18.45%
Add 14.89%
2,097,588
271,773
CHDN 		Churchill Downs Inc2024-09-30Sold Out
-0.32%
●
130.35 ($138.29) 145
$137.16
-0.82%
Sold Out
0
-188,997
GOOGL 		Alphabet Inc2024-09-30Reduce
-0.30%
●
148.66 ($167.74) 191.18
$169.74
1.19%
Reduce -19.92%
542,538
-134,985
MSFT 		Microsoft Corp2024-09-30Add
+0.27%
●
395.15 ($427.47) 467.56
$411.46
-3.75%
Add 10.47%
624,875
59,233
LINE 		Lineage Inc2024-09-30New Buy
+0.26%
●
78.27 ($83.66) 88.57
$73.18
-12.53%
New holding
304,834
304,834
JNJ 		Johnson & Johnson2024-09-30Add
+0.24%
●
145.48 ($159.33) 167.38
$158.35
-0.62%
Add 144.9%
233,441
138,121

Sequoia Financial Advisors, LLC Total Holding History ($B)

To

Sequoia Financial Advisors, LLC's Asset Allocation

To

Sequoia Financial Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sequoia Financial Advisors, LLC's Hypothetical Growth since 2024-09-30

Sequoia Financial Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sequoia Financial Advisors, LLC's Holdings Heat Map

Size field:

Sequoia Financial Advisors, LLC's Holdings Bubble Chart

Sequoia Financial Advisors, LLC News

  • 1

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