Sequoia Financial Advisors, LLC Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$13.0T
Holdings
1,352
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,352 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SCHWSCHWAB CHARLES CORP | 328,160 | $25.7B | 0.20% | |
| 102 | MRKMERCK & CO INC | 280,446 | $25.2B | 0.19% | |
| 103 | DFIVDIMENSIONAL ETF TRUST | 636,012 | $25.0B | 0.19% | |
| 104 | GLTRABRDN PRECIOUS METALS BASKET | 190,178 | $24.6B | 0.19% | |
| 105 | FNDFSCHWAB STRATEGIC TR | 673,833 | $24.4B | 0.19% | |
| 106 | TJXTJX COS INC NEW | 199,027 | $24.2B | 0.19% | |
| 107 | PLTRPALANTIR TECHNOLOGIES INC | 284,808 | $24.0B | 0.19% | |
| 108 | IWBISHARES TR | 78,319 | $24.0B | 0.19% | |
| 109 | BXBLACKSTONE INC | 169,621 | $23.7B | 0.18% | |
| 110 | TSLATESLA INC | 90,371 | $23.4B | 0.18% | Put |
| 111 | IVWISHARES TR | 250,312 | $23.2B | 0.18% | |
| 112 | PGRPROGRESSIVE CORP | 81,539 | $23.1B | 0.18% | Put |
| 113 | USMVISHARES TR | 245,358 | $23.0B | 0.18% | |
| 114 | VOOVANGUARD INDEX FDS | 43,822 | $22.5B | 0.17% | |
| 115 | CVXCHEVRON CORP NEW | 134,459 | $22.5B | 0.17% | |
| 116 | WDWALKER & DUNLOP INC | 261,980 | $22.4B | 0.17% | |
| 117 | DWDMORGAN STANLEY | 187,793 | $21.9B | 0.17% | |
| 118 | WFCWELLS FARGO CO NEW | 301,572 | $21.6B | 0.17% | |
| 119 | OKEONEOK INC NEW | 211,961 | $21.0B | 0.16% | |
| 120 | NXPINXP SEMICONDUCTORS N V | 109,855 | $20.9B | 0.16% | |
| 121 | MTNVAIL RESORTS INC | 126,955 | $20.3B | 0.16% | |
| 122 | MOATVANECK ETF TRUST | 224,915 | $19.8B | 0.15% | |
| 123 | DDDUPONT DE NEMOURS INC | 256,053 | $19.1B | 0.15% | |
| 124 | EFVISHARES TR | 318,776 | $18.8B | 0.14% | |
| 125 | VOEVANGUARD INDEX FDS | 116,967 | $18.8B | 0.14% | |
| 126 | GDIVHARBOR ETF TRUST | 1,263,454 | $18.4B | 0.14% | |
| 127 | VGSHVANGUARD SCOTTSDALE FDS | 312,848 | $18.4B | 0.14% | |
| 128 | FISVFISERV INC | 82,131 | $18.1B | 0.14% | |
| 129 | VWOVANGUARD INTL EQUITY INDEX F | 397,637 | $18.0B | 0.14% | |
| 130 | QCOMQUALCOMM INC | 117,054 | $18.0B | 0.14% | |
| 131 | XLFSELECT SECTOR SPDR TR | 360,634 | $18.0B | 0.14% | |
| 132 | GDENGOLDEN ENTMT INC | 670,119 | $17.7B | 0.14% | |
| 133 | VSSVANGUARD INTL EQUITY INDEX F | 152,187 | $17.6B | 0.14% | |
| 134 | NSCNORFOLK SOUTHN CORP | 72,690 | $17.2B | 0.13% | |
| 135 | TRVCCITIGROUP INC | 238,789 | $17.0B | 0.13% | |
| 136 | XLCSELECT SECTOR SPDR TR | 175,357 | $16.9B | 0.13% | |
| 137 | SCISERVICE CORP INTL | 209,308 | $16.8B | 0.13% | |
| 138 | PWRQUANTA SVCS INC | 65,781 | $16.7B | 0.13% | |
| 139 | DFAXDIMENSIONAL ETF TRUST | 636,692 | $16.7B | 0.13% | |
| 140 | DFUVDIMENSIONAL ETF TRUST | 404,406 | $16.7B | 0.13% | |
| 141 | DFACDIMENSIONAL ETF TRUST | 499,003 | $16.5B | 0.13% | |
| 142 | ABBVABBVIE INC | 76,573 | $16.0B | 0.12% | |
| 143 | AGGISHARES TR | 159,780 | $15.8B | 0.12% | |
| 144 | CMCSACOMCAST CORP NEW | 426,880 | $15.8B | 0.12% | |
| 145 | TXNTEXAS INSTRS INC | 86,828 | $15.6B | 0.12% | |
| 146 | CWISPDR INDEX SHS FDS | 526,868 | $15.6B | 0.12% | |
| 147 | ACNACCENTURE PLC IRELAND | 49,694 | $15.5B | 0.12% | |
| 148 | BIPBROOKFIELD INFRAST PARTNERS | 518,195 | $15.4B | 0.12% | |
| 149 | XLYSELECT SECTOR SPDR TR | 77,491 | $15.3B | 0.12% | |
| 150 | FDNFIRST TR EXCHANGE-TRADED FD | 67,340 | $15.0B | 0.12% | |
| 151 | ACWXISHARES TR | 268,940 | $14.9B | 0.12% | |
| 152 | SUBISHARES TR | 140,816 | $14.9B | 0.11% | |
| 153 | UNPUNION PAC CORP | 62,491 | $14.8B | 0.11% | |
| 154 | GEGE AEROSPACE | 73,560 | $14.7B | 0.11% | |
| 155 | JCIJOHNSON CTLS INTL PLC | 182,411 | $14.6B | 0.11% | |
| 156 | 4I1PHILIP MORRIS INTL INC | 89,155 | $14.2B | 0.11% | |
| 157 | TDVGT ROWE PRICE ETF INC | 350,230 | $14.1B | 0.11% | |
| 158 | KOCOCA COLA CO | 196,331 | $14.1B | 0.11% | |
| 159 | IMTMISHARES TR | 351,651 | $14.0B | 0.11% | |
| 160 | BAMBROOKFIELD ASSET MANAGMT LTD | 289,382 | $14.0B | 0.11% | |
| 161 | AXPAMERICAN EXPRESS CO | 52,033 | $14.0B | 0.11% | |
| 162 | ETNEATON CORP PLC | 51,390 | $14.0B | 0.11% | |
| 163 | VVVANGUARD INDEX FDS | 54,251 | $13.9B | 0.11% | |
| 164 | ITOTISHARES TR | 113,582 | $13.9B | 0.11% | |
| 165 | NFLXNETFLIX INC | 14,696 | $13.7B | 0.11% | |
| 166 | SPLVINVESCO EXCH TRADED FD TR II | 171,743 | $12.8B | 0.10% | |
| 167 | FMBFIRST TR EXCH TRADED FD III | 253,818 | $12.8B | 0.10% | |
| 168 | MMM3M CO | 83,058 | $12.2B | 0.09% | |
| 169 | DFARDIMENSIONAL ETF TRUST | 510,780 | $12.1B | 0.09% | |
| 170 | IQLTISHARES TR | 301,566 | $12.0B | 0.09% | |
| 171 | BACVERIZON COMMUNICATIONS INC | 259,797 | $11.8B | 0.09% | |
| 172 | HUBBHUBBELL INC | 35,307 | $11.7B | 0.09% | |
| 173 | SCHBSCHWAB STRATEGIC TR | 537,515 | $11.6B | 0.09% | |
| 174 | MAMASTERCARD INCORPORATED | 21,092 | $11.6B | 0.09% | |
| 175 | IWMISHARES TR | 55,942 | $11.2B | 0.09% | |
| 176 | UPSUNITED PARCEL SERVICE INC | 98,522 | $10.8B | 0.08% | |
| 177 | TAT&T INC | 377,746 | $10.7B | 0.08% | |
| 178 | ZSZSCALER INC | 53,511 | $10.6B | 0.08% | Call |
| 179 | XLISELECT SECTOR SPDR TR | 80,653 | $10.6B | 0.08% | |
| 180 | PFFISHARES TR | 335,669 | $10.3B | 0.08% | |
| 181 | DISDISNEY WALT CO | 104,166 | $10.3B | 0.08% | |
| 182 | DGRWWISDOMTREE TR | 128,399 | $10.3B | 0.08% | |
| 183 | VFVAVANGUARD WELLINGTON FD | 89,478 | $10.2B | 0.08% | |
| 184 | MPLXMPLX LP | 190,524 | $10.2B | 0.08% | |
| 185 | AQLTISHARES TR | 134,201 | $10.2B | 0.08% | |
| 186 | APOAPOLLO GLOBAL MGMT INC | 74,136 | $10.2B | 0.08% | |
| 187 | AEPAMERICAN ELEC PWR CO INC | 92,747 | $10.1B | 0.08% | |
| 188 | DISVDIMENSIONAL ETF TRUST | 345,927 | $10.1B | 0.08% | |
| 189 | XLUSELECT SECTOR SPDR TR | 127,534 | $10.1B | 0.08% | |
| 190 | SCHASCHWAB STRATEGIC TR | 423,335 | $9.9B | 0.08% | |
| 191 | INTUINTUIT | 15,846 | $9.7B | 0.08% | |
| 192 | VTIPVANGUARD MALVERN FDS | 194,388 | $9.7B | 0.07% | |
| 193 | PAYXPAYCHEX INC | 61,393 | $9.5B | 0.07% | |
| 194 | LOWLOWES COS INC | 40,261 | $9.4B | 0.07% | |
| 195 | NOWSERVICENOW INC | 11,656 | $9.3B | 0.07% | |
| 196 | CSCOCISCO SYS INC | 150,155 | $9.3B | 0.07% | |
| 197 | WPCWP CAREY INC | 146,276 | $9.2B | 0.07% | |
| 198 | DFAEDIMENSIONAL ETF TRUST | 354,033 | $9.2B | 0.07% | |
| 199 | DCHAMERICAN AXLE & MFG HLDGS IN | 2,250,455 | $9.2B | 0.07% | |
| 200 | PFEPFIZER INC | 356,705 | $9.0B | 0.07% |