SF

Sequoia Financial Advisors, LLC

13F
Sequoia Financial Advisors, LLC
Last update 2025-04-23 1369 Stocks (130 new)
Value $12.96 Bil Turnover 26 %
Countries:
Top Holdings: VTI(7.34%)CCMG(7.22%)IXUS(2.72%)AAPL(2.60%)VONG(2.33%)
Summary Stock Picks Current Portfolio
Sequoia Financial Advisors, LL... Top Holdings of 2025-03-31 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
3,458,636
950,571.6
+7.78%
7.340
+0.53%
0.190
+2.73%
+1.86%
449,456.8
 
CCMG 		CCM Global Equity ETF
33,619,549
934,959.7
New Holding
7.220
+7.22%
99.640
+2.24%
+5.69%
982.4
 
IXUS 		iShares Core MSCI Total International Stock ETF
5,051,836
352,668.7
+22.64%
2.720
+0.50%
0.890
+7.16%
+16.06%
45,175.0
 
AAPL 		Apple Inc
1,516,003
336,749.9
+4.44%
2.600
+0.11%
0.010
-13.44%
-18.43%
3,043,645.0
Hardware
VONG 		Vanguard Russell 1000 Growth Index Fund
3,247,550
301,340.2
-0.75%
2.330
-0.02%
1.140
+5.59%
+2.05%
25,825.6
 
DSTL 		Distillate U.S. Fundamental Stability & Value ETF
5,261,045
285,359.1
New Holding
2.200
+2.20%
15.050
-1.56%
-0.92%
1,862.1
 
MSFT 		Microsoft Corp
682,974
256,381.5
+10.09%
1.980
+0.18%
0.010
+16.62%
+11.18%
3,469,734.5
Software
VCSH 		Vanguard Short-Term Corporate Bond ETF
3,176,770
250,774.2
+1,404.77%
1.940
+1.81%
0.700
+1.41%
+2.89%
34,723.9
 
NVDA 		NVIDIA Corp
2,244,064
243,211.7
+4.37%
1.880
+0.08%
0.010
+21.65%
+6.26%
3,479,738.6
Semiconductors
DFAU 		Dimensional US Core Equity Market ETF
5,627,695
216,328.6
+13.82%
1.670
+0.20%
2.970
+2.66%
+1.54%
8,062.5
 

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
CCMG 		CCM Global Equity ETF2025-03-31New Buy
+7.22%
●
26.87 ($27.97) 28.58
$28.73
2.73%
New holding
33,619,549
33,619,549
DSTL 		Distillate U.S. Fundamental Stability & Value ETF2025-03-31New Buy
+2.20%
●
53.28 ($55.73) 57.28
$54.21
-2.73%
New holding
5,261,045
5,261,045
VCSH 		Vanguard Short-Term Corporate Bond ETF2025-03-31Add
+1.81%
●
77.7 ($78.41) 78.94
$78.84
0.54%
Add 1404.77%
3,176,770
2,965,656
BSV 		Vanguard Short-Term Bond ETF2025-03-31Add
+1.35%
●
76.94 ($77.63) 78.28
$78.12
0.64%
Add 690.06%
2,558,043
2,234,266
DIHP 		Dimensional International High Profitability ETF2025-03-31Add
+0.82%
●
25.1 ($26.73) 27.85
$29.46
10.21%
Add 1084.11%
4,319,252
3,954,483
COWZ 		Pacer US Cash Cows 100 ETF2025-03-31New Buy
+0.72%
●
53.6 ($56.92) 58.97
$54.18
-4.81%
New holding
1,700,282
1,700,282
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF2025-03-31Add
+0.56%
●
25.35 ($26.59) 27.46
$28.82
8.37%
Add 185.73%
4,207,753
2,735,103
TKO 		TKO Group Holdings Inc2025-03-31New Buy
+0.55%
●
139.62 ($152.78) 176.64
$168.54
10.32%
New holding
470,084
470,084
AVUV 		Avantis U.S. Small Cap Value ETF2025-03-31Add
+0.54%
●
84.96 ($93.96) 100.71
$88.58
-5.73%
Add 1118.45%
870,178
798,761
VTI 		Vanguard Total Stock Market ETF2025-03-31Add
+0.53%
●
271.18 ($290.53) 303.12
$294.18
1.26%
Add 7.78%
3,458,636
249,717

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 2025-03-31

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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