Sequoia Financial Advisors, LLC Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$14.6B
Holdings
1,553
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,553 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | WPCWP CAREY INC | 144,935 | $9.0B | 61.90% | |
| 202 | UPSUNITED PARCEL SERVICE INC | 88,471 | $8.9B | 61.14% | |
| 203 | ACWVISHARES INC | 72,768 | $8.6B | 59.07% | |
| 204 | WSMWILLIAMS SONOMA INC | 52,058 | $8.5B | 58.23% | |
| 205 | SPLVINVESCO EXCH TRADED FD TR II | 114,917 | $8.4B | 57.29% | |
| 206 | AMATAPPLIED MATLS INC | 45,420 | $8.3B | 56.93% | |
| 207 | SOSOUTHERN CO | 89,739 | $8.2B | 56.42% | |
| 208 | JMSTJ P MORGAN EXCHANGE TRADED F | 161,716 | $8.2B | 56.38% | |
| 209 | PFEPFIZER INC | 336,033 | $8.1B | 55.77% | |
| 210 | USBUS BANCORP DEL | 178,722 | $8.1B | 55.37% | |
| 211 | BABOEING CO | 38,283 | $8.0B | 54.92% | |
| 212 | ZBHZIMMER BIOMET HOLDINGS INC | 87,885 | $8.0B | 54.88% | |
| 213 | RCLROYAL CARIBBEAN GROUP | 24,775 | $7.8B | 53.11% | |
| 214 | AMDADVANCED MICRO DEVICES INC | 58,960 | $7.7B | 52.42% | Call |
| 215 | DGROISHARES TR | 115,151 | $7.4B | 50.41% | |
| 216 | LMTLOCKHEED MARTIN CORP | 15,640 | $7.2B | 49.59% | |
| 217 | BMYBRISTOL-MYERS SQUIBB CO | 153,651 | $7.1B | 48.70% | Call |
| 218 | FLEXFLEX LTD | 141,149 | $7.0B | 48.24% | |
| 219 | SCHASCHWAB STRATEGIC TR | 278,228 | $7.0B | 48.19% | |
| 220 | LINLINDE PLC | 14,838 | $7.0B | 47.66% | |
| 221 | GVIISHARES TR | 65,025 | $6.9B | 47.54% | |
| 222 | VEUVANGUARD INTL EQUITY INDEX F | 102,647 | $6.9B | 47.24% | |
| 223 | VBVANGUARD INDEX FDS | 28,807 | $6.8B | 46.74% | |
| 224 | AVDEAMERICAN CENTY ETF TR | 91,265 | $6.8B | 46.24% | |
| 225 | GPNGLOBAL PMTS INC | 84,190 | $6.7B | 46.13% | |
| 226 | NEENEXTERA ENERGY INC | 96,897 | $6.7B | 46.05% | |
| 227 | NOWSERVICENOW INC | 6,525 | $6.7B | 45.93% | |
| 228 | BWXTBWX TECHNOLOGIES INC | 46,409 | $6.7B | 45.77% | |
| 229 | KMBKIMBERLY-CLARK CORP | 51,595 | $6.7B | 45.54% | |
| 230 | MCKMCKESSON CORP | 8,988 | $6.6B | 45.09% | |
| 231 | TSCOTRACTOR SUPPLY CO | 124,428 | $6.6B | 44.95% | |
| 232 | LRCXLAM RESEARCH CORP | 67,087 | $6.5B | 44.71% | |
| 233 | MLMMARTIN MARIETTA MATLS INC | 11,873 | $6.5B | 44.62% | |
| 234 | ESGRENSTAR GROUP LIMITED | 19,338 | $6.5B | 44.53% | |
| 235 | CBCHUBB LIMITED | 22,344 | $6.5B | 44.32% | |
| 236 | CCOCAMECO CORP | 87,099 | $6.5B | 44.26% | |
| 237 | AQLTISHARES TR | 48,410 | $6.4B | 44.02% | |
| 238 | RDNTRADNET INC | 112,806 | $6.4B | 43.95% | |
| 239 | IEMGISHARES INC | 106,911 | $6.4B | 43.94% | |
| 240 | XLESELECT SECTOR SPDR TR | 75,603 | $6.4B | 43.90% | |
| 241 | VRTXVERTEX PHARMACEUTICALS INC | 14,373 | $6.4B | 43.81% | |
| 242 | DEDEERE & CO | 12,541 | $6.4B | 43.66% | |
| 243 | SNOWSNOWFLAKE INC | 27,905 | $6.2B | 42.75% | |
| 244 | VEEVVEEVA SYS INC | 21,392 | $6.2B | 42.18% | |
| 245 | FBNDFIDELITY MERRIMACK STR TR | 134,468 | $6.2B | 42.12% | |
| 246 | ZTSZOETIS INC | 39,283 | $6.1B | 41.94% | |
| 247 | EFAISHARES TR | 68,411 | $6.1B | 41.87% | |
| 248 | BKNGBOOKING HOLDINGS INC | 1,052 | $6.1B | 41.69% | |
| 249 | WATWATERS CORP | 17,407 | $6.1B | 41.60% | |
| 250 | XSMOINVESCO EXCHANGE TRADED FD T | 88,846 | $6.0B | 41.38% | |
| 251 | BYDBOYD GAMING CORP | 77,037 | $6.0B | 41.26% | |
| 252 | LUMNLUMEN TECHNOLOGIES INC | 1,366,989 | $6.0B | 40.99% | |
| 253 | NDAQNASDAQ INC | 66,780 | $6.0B | 40.88% | |
| 254 | TMOTHERMO FISHER SCIENTIFIC INC | 14,631 | $5.9B | 40.61% | |
| 255 | SCHFSCHWAB STRATEGIC TR | 266,446 | $5.9B | 40.31% | |
| 256 | KMIKINDER MORGAN INC DEL | 199,905 | $5.9B | 40.24% | |
| 257 | ROPROPER TECHNOLOGIES INC | 10,292 | $5.8B | 39.94% | |
| 258 | SCHDSCHWAB STRATEGIC TR | 213,928 | $5.7B | 38.81% | |
| 259 | IVEISHARES TR | 28,645 | $5.6B | 38.33% | |
| 260 | VTIPVANGUARD MALVERN FDS | 109,699 | $5.5B | 37.75% | |
| 261 | AVREAMERICAN CENTY ETF TR | 124,584 | $5.5B | 37.67% | |
| 262 | KEYSKEYSIGHT TECHNOLOGIES INC | 33,455 | $5.5B | 37.53% | |
| 263 | FFIVF5 INC | 18,477 | $5.4B | 37.23% | |
| 264 | VGTVANGUARD WORLD FD | 8,105 | $5.4B | 36.81% | |
| 265 | WEAWESTERN ALLIANCE BANCORP | 68,713 | $5.4B | 36.68% | |
| 266 | STESTERIS PLC | 22,155 | $5.3B | 36.44% | |
| 267 | XLUSELECT SECTOR SPDR TR | 64,787 | $5.3B | 36.22% | |
| 268 | FQIDIGITAL RLTY TR INC | 30,242 | $5.3B | 36.10% | |
| 269 | COPCONOCOPHILLIPS | 58,668 | $5.3B | 36.05% | |
| 270 | ISRGINTUITIVE SURGICAL INC | 9,684 | $5.3B | 36.03% | |
| 271 | BEPBROOKFIELD RENEWABLE PARTNER | 206,249 | $5.3B | 36.02% | |
| 272 | MUMICRON TECHNOLOGY INC | 42,655 | $5.3B | 35.99% | |
| 273 | ITTITT INC | 33,399 | $5.2B | 35.86% | |
| 274 | AONAON PLC | 14,604 | $5.2B | 35.67% | Put |
| 275 | AVEMAMERICAN CENTY ETF TR | 75,281 | $5.2B | 35.33% | |
| 276 | SYKSTRYKER CORPORATION | 12,962 | $5.1B | 35.11% | |
| 277 | PSAPUBLIC STORAGE OPER CO | 17,371 | $5.1B | 34.90% | |
| 278 | MOALTRIA GROUP INC | 85,850 | $5.0B | 34.46% | |
| 279 | DELLDELL TECHNOLOGIES INC | 40,483 | $5.0B | 33.98% | |
| 280 | CSXCSX CORP | 151,827 | $5.0B | 33.92% | |
| 281 | CWCURTISS WRIGHT CORP | 9,954 | $4.9B | 33.29% | |
| 282 | PFFISHARES TR | 157,215 | $4.8B | 33.02% | |
| 283 | IAU*ISHARES GOLD TR | 77,037 | $4.8B | 32.89% | |
| 284 | GMEDGLOBUS MED INC | 81,182 | $4.8B | 32.80% | |
| 285 | GILDGILEAD SCIENCES INC | 43,102 | $4.8B | 32.72% | |
| 286 | VHTVANGUARD WORLD FD | 19,009 | $4.7B | 32.32% | |
| 287 | TXTTEXTRON INC | 58,567 | $4.7B | 32.19% | |
| 288 | UBERUBER TECHNOLOGIES INC | 52,763 | $4.7B | 32.11% | Call |
| 289 | ENBENBRIDGE INC | 103,431 | $4.7B | 32.09% | |
| 290 | IWRISHARES TR | 49,953 | $4.6B | 31.45% | |
| 291 | NVSNNOVARTIS AG | 37,963 | $4.6B | 31.45% | |
| 292 | BKBANK NEW YORK MELLON CORP | 50,281 | $4.6B | 31.36% | |
| 293 | SNPSSYNOPSYS INC | 8,915 | $4.6B | 31.29% | |
| 294 | WWDWOODWARD INC | 18,564 | $4.5B | 31.15% | |
| 295 | AG8AGILENT TECHNOLOGIES INC | 38,412 | $4.5B | 31.03% | |
| 296 | SPYGSPDR SERIES TRUST | 47,289 | $4.5B | 30.86% | |
| 297 | SPGIS&P GLOBAL INC | 8,509 | $4.5B | 30.72% | |
| 298 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 96,505 | $4.5B | 30.69% | |
| 299 | MASMASCO CORP | 68,858 | $4.4B | 30.34% | |
| 300 | IWDISHARES TR | 22,763 | $4.4B | 30.27% |