SF
| |
Sequoia Financial Advisors, LLC13F | |
| Sequoia Financial Advisors, LLC | |
| Last update 2025-04-23 | 1369 Stocks (130 new) |
| Value $12.96 Bil | Turnover 26 % |
Sequoia Financial Advisors, LL... Top Holdings of 2025-03-31
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| 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 | 3,458,636 | 950,571.6 | +7.78% | 7.340 | +0.53% | 0.190 | +23.77% | +6.14% | 469,536.3 | ||
CCMG | CCM Global Equity ETF | 33,619,549 | 934,959.7 | New Holding | 7.220 | +7.22% | 99.640 | +18.35% | +9.13% | 1,008.6 | ||
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 5,051,836 | 352,668.7 | +22.64% | 2.720 | +0.50% | 0.890 | +24.17% | +18.07% | 45,863.4 | ||
AAPL | Apple Inc | 1,516,003 | 336,749.9 | +4.44% | 2.600 | +0.11% | 0.010 | +15.85% | -15.96% | 3,135,776.7 | Hardware | |
VONG |
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
| 3,247,550 | 301,340.2 | -0.75% | 2.330 | -0.02% | 1.140 | +30.42% | +6.23% | 27,285.8 | ||
DSTL |
Distillate U.S. Fundamental Stability & Value ETF
Distillate U.S. Fundamental Stability & Value ETF
| 5,261,045 | 285,359.1 | New Holding | 2.200 | +2.20% | 15.050 | +13.74% | +2.56% | 1,810.4 | ||
MSFT | Microsoft Corp | 682,974 | 256,381.5 | +10.09% | 1.980 | +0.18% | 0.010 | +39.34% | +18.54% | 3,699,325.7 | Software | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 3,176,770 | 250,774.2 | +1,404.77% | 1.940 | +1.81% | 0.700 | +2.05% | +3.50% | 34,894.5 | ||
NVDA | NVIDIA Corp | 2,244,064 | 243,211.7 | +4.37% | 1.880 | +0.08% | 0.010 | +62.08% | +17.85% | 3,859,087.0 | Semiconductors | |
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 5,627,695 | 216,328.6 | +13.82% | 1.670 | +0.20% | 2.970 | +23.53% | +5.90% | 8,485.1 |
Sequoia Financial Advisors, LLC's Historical Top Holdings Breakdowns
Sequoia Financial Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CCMG | CCM Global Equity ETF | 2025-03-31 | New Buy New Buy | +7.22% | 26.87 ($27.97) 28.58 | $29.50 | 5.47% | New holding | 33,619,549 | 33,619,549 | |
DSTL |
Distillate U.S. Fundamental Stability & Value ETF
Distillate U.S. Fundamental Stability & Value ETF
| 2025-03-31 | New Buy New Buy | +2.20% | 53.28 ($55.73) 57.28 | $55.92 | 0.34% | New holding | 5,261,045 | 5,261,045 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-03-31 | Add Add | +1.81% | 77.7 ($78.41) 78.94 | $79.02 | 0.78% | Add 1404.77% | 3,176,770 | 2,965,656 | |
BSV | Vanguard Short-Term Bond ETF | 2025-03-31 | Add Add | +1.35% | 76.94 ($77.63) 78.28 | $78.20 | 0.73% | Add 690.06% | 2,558,043 | 2,234,266 | |
DIHP |
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
| 2025-03-31 | Add Add | +0.82% | 25.1 ($26.73) 27.85 | $29.25 | 9.43% | Add 1084.11% | 4,319,252 | 3,954,483 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-03-31 | New Buy New Buy | +0.72% | 53.6 ($56.92) 58.97 | $56.20 | -1.26% | New holding | 1,700,282 | 1,700,282 | |
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 2025-03-31 | Add Add | +0.56% | 25.35 ($26.59) 27.46 | $29.55 | 11.13% | Add 185.73% | 4,207,753 | 2,735,103 | |
TKO | TKO Group Holdings Inc | 2025-03-31 | New Buy New Buy | +0.55% | 139.62 ($152.78) 176.64 | $176.34 | 15.42% | New holding | 470,084 | 470,084 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-03-31 | Add Add | +0.54% | 84.96 ($93.96) 100.71 | $93.69 | -0.29% | Add 1118.45% | 870,178 | 798,761 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.53% | 271.18 ($290.53) 303.12 | $305.60 | 5.19% | Add 7.78% | 3,458,636 | 249,717 |
Sequoia Financial Advisors, LLC Total Holding History ($B)
Sequoia Financial Advisors, LLC's Asset Allocation
Sequoia Financial Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Sequoia Financial Advisors, LLC's Hypothetical Growth since 2025-03-31
Sequoia Financial Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sequoia Financial Advisors, LLC's Holdings Heat Map
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Sequoia Financial Advisors, LLC's Holdings Bubble Chart
Sequoia Financial Advisors, LLC News
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