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 |
|---|---|---|---|---|---|
| 301 | ALAIR LEASE CORP | 75,095 | $4.4B | 30.07% | |
| 302 | DUKDUKE ENERGY CORP NEW | 37,108 | $4.4B | 29.98% | |
| 303 | BSXBOSTON SCIENTIFIC CORP | 40,748 | $4.4B | 29.96% | |
| 304 | MBBISHARES TR | 45,924 | $4.3B | 29.52% | |
| 305 | CACCCREDIT ACCEP CORP MICH | 8,393 | $4.3B | 29.27% | |
| 306 | DHRDANAHER CORPORATION | 21,644 | $4.3B | 29.27% | |
| 307 | SCHVSCHWAB STRATEGIC TR | 153,645 | $4.3B | 29.11% | |
| 308 | ICEINTERCONTINENTAL EXCHANGE IN | 23,117 | $4.2B | 29.04% | |
| 309 | SAPSAP SE | 13,876 | $4.2B | 28.89% | |
| 310 | IEURISHARES TR | 63,680 | $4.2B | 28.86% | |
| 311 | NVTNVENT ELECTRIC PLC | 56,125 | $4.1B | 28.15% | |
| 312 | NLYANNALY CAPITAL MANAGEMENT IN | 217,018 | $4.1B | 27.96% | |
| 313 | SBUXSTARBUCKS CORP | 44,413 | $4.1B | 27.86% | |
| 314 | CSGPCOSTAR GROUP INC | 50,579 | $4.1B | 27.84% | |
| 315 | VMBSVANGUARD SCOTTSDALE FDS | 87,053 | $4.0B | 27.62% | |
| 316 | IWVISHARES TR | 11,452 | $4.0B | 27.52% | |
| 317 | DXJWISDOMTREE TR | 35,046 | $4.0B | 27.42% | |
| 318 | DGXQUEST DIAGNOSTICS INC | 22,052 | $4.0B | 27.12% | |
| 319 | A4SAMERIPRISE FINL INC | 7,353 | $3.9B | 26.87% | |
| 320 | IJJISHARES TR | 31,647 | $3.9B | 26.78% | |
| 321 | ADBEADOBE INC | 10,063 | $3.9B | 26.65% | |
| 322 | CMPRCIMPRESS PLC | 82,461 | $3.9B | 26.53% | |
| 323 | LQDISHARES TR | 35,358 | $3.9B | 26.53% | |
| 324 | BXSLBLACKSTONE SECD LENDING FD | 125,688 | $3.9B | 26.46% | |
| 325 | ZIONZIONS BANCORPORATION N A | 74,084 | $3.8B | 26.34% | |
| 326 | MNSTMONSTER BEVERAGE CORP NEW | 60,992 | $3.8B | 26.16% | |
| 327 | ITRIITRON INC | 29,024 | $3.8B | 26.16% | |
| 328 | MDTMEDTRONIC PLC | 43,790 | $3.8B | 26.13% | |
| 329 | CDWCDW CORP | 21,273 | $3.8B | 26.01% | |
| 330 | URTHISHARES INC | 22,262 | $3.8B | 25.82% | |
| 331 | XLVSELECT SECTOR SPDR TR | 27,931 | $3.8B | 25.78% | |
| 332 | ADIANALOG DEVICES INC | 15,813 | $3.8B | 25.77% | |
| 333 | VFVAVANGUARD WELLINGTON FD | 31,798 | $3.8B | 25.75% | |
| 334 | MARMARRIOTT INTL INC NEW | 13,679 | $3.7B | 25.59% | |
| 335 | DFISDIMENSIONAL ETF TRUST | 125,030 | $3.7B | 25.54% | |
| 336 | VXUSVANGUARD STAR FDS | 53,746 | $3.7B | 25.42% | |
| 337 | JPSTJ P MORGAN EXCHANGE TRADED F | 72,999 | $3.7B | 25.33% | |
| 338 | ADPAUTOMATIC DATA PROCESSING IN | 11,949 | $3.7B | 25.23% | |
| 339 | SNRENSUNRISE COMMUNICATIONS AG | 64,198 | $3.6B | 24.86% | |
| 340 | TRVTRAVELERS COMPANIES INC | 13,546 | $3.6B | 24.81% | |
| 341 | CRWDCROWDSTRIKE HLDGS INC | 7,059 | $3.6B | 24.61% | |
| 342 | AXSAXIS CAP HLDGS LTD | 34,603 | $3.6B | 24.60% | |
| 343 | PSXPHILLIPS 66 | 30,105 | $3.6B | 24.59% | |
| 344 | GIB/ACGI INC | 33,872 | $3.6B | 24.31% | |
| 345 | VSTVISTRA CORP | 18,215 | $3.5B | 24.17% | Put |
| 346 | SHELSHELL PLC | 49,889 | $3.5B | 24.05% | |
| 347 | HBC2HSBC HLDGS PLC | 56,756 | $3.5B | 23.62% | |
| 348 | ANETARISTA NETWORKS INC | 33,514 | $3.4B | 23.48% | |
| 349 | GLGLOBE LIFE INC | 27,488 | $3.4B | 23.39% | |
| 350 | CITCINTAS CORP | 15,287 | $3.4B | 23.33% | |
| 351 | MINTPIMCO ETF TR | 33,806 | $3.4B | 23.27% | |
| 352 | COFCAPITAL ONE FINL CORP | 15,919 | $3.4B | 23.19% | |
| 353 | ASMLASML HOLDING N V | 4,195 | $3.4B | 23.02% | |
| 354 | VNTVONTIER CORPORATION | 91,100 | $3.4B | 23.01% | |
| 355 | EVREVERCORE INC | 12,430 | $3.4B | 22.98% | |
| 356 | APHAMPHENOL CORP NEW | 33,583 | $3.3B | 22.70% | |
| 357 | VYMVANGUARD WHITEHALL FDS | 24,859 | $3.3B | 22.69% | |
| 358 | SONYSONY GROUP CORP | 126,542 | $3.3B | 22.55% | |
| 359 | CVSCVS HEALTH CORP | 47,730 | $3.3B | 22.54% | |
| 360 | ORLYOREILLY AUTOMOTIVE INC | 36,119 | $3.3B | 22.29% | |
| 361 | TMUST-MOBILE US INC | 13,637 | $3.2B | 22.25% | |
| 362 | BIPCBROOKFIELD INFRASTRUCTURE CO | 78,012 | $3.2B | 22.22% | |
| 363 | WTVWISDOMTREE TR | 37,286 | $3.2B | 22.06% | |
| 364 | GIISPDR INDEX SHS FDS | 47,743 | $3.2B | 22.01% | |
| 365 | AXONAXON ENTERPRISE INC | 3,877 | $3.2B | 21.98% | |
| 366 | LBTYALIBERTY GLOBAL LTD | 309,774 | $3.2B | 21.87% | |
| 367 | KKRKKR & CO INC | 23,958 | $3.2B | 21.82% | |
| 368 | FNDXSCHWAB STRATEGIC TR | 129,836 | $3.2B | 21.81% | |
| 369 | SPSMSPDR SERIES TRUST | 74,290 | $3.2B | 21.67% | |
| 370 | SPTMSPDR SERIES TRUST | 41,928 | $3.1B | 21.50% | |
| 371 | DFSUDIMENSIONAL ETF TRUST | 79,479 | $3.1B | 21.36% | |
| 372 | CEGCONSTELLATION ENERGY CORP | 9,656 | $3.1B | 21.34% | |
| 373 | HQYHEALTHEQUITY INC | 29,731 | $3.1B | 21.32% | |
| 374 | SCHMSCHWAB STRATEGIC TR | 110,633 | $3.1B | 21.25% | |
| 375 | CMECME GROUP INC | 11,196 | $3.1B | 21.13% | |
| 376 | PNCPNC FINL SVCS GROUP INC | 16,432 | $3.1B | 20.97% | |
| 377 | MKLMARKEL GROUP INC | 1,527 | $3.0B | 20.88% | |
| 378 | LHXL3HARRIS TECHNOLOGIES INC | 12,011 | $3.0B | 20.63% | |
| 379 | MLB1MERCADOLIBRE INC | 1,149 | $3.0B | 20.56% | |
| 380 | EMREMERSON ELEC CO | 22,456 | $3.0B | 20.50% | |
| 381 | JQUAJ P MORGAN EXCHANGE TRADED F | 49,818 | $3.0B | 20.48% | |
| 382 | GGGGRACO INC | 34,636 | $3.0B | 20.39% | |
| 383 | PKNREVVITY INC | 30,778 | $3.0B | 20.38% | |
| 384 | IBITISHARES BITCOIN TRUST ETF | 48,259 | $3.0B | 20.22% | |
| 385 | URBNURBAN OUTFITTERS INC | 40,475 | $2.9B | 20.10% | |
| 386 | ZWSZURN ELKAY WATER SOLNS CORP | 80,165 | $2.9B | 20.07% | |
| 387 | PAHUSDELEMENT SOLUTIONS INC | 129,155 | $2.9B | 20.03% | |
| 388 | ABGCENCORA INC | 9,683 | $2.9B | 19.88% | |
| 389 | SDYSPDR SERIES TRUST | 21,225 | $2.9B | 19.72% | |
| 390 | QLTAISHARES TR | 60,147 | $2.9B | 19.70% | |
| 391 | ULUNILEVER PLC | 46,975 | $2.9B | 19.67% | |
| 392 | MIGAMICROSTRATEGY INC | 7,087 | $2.9B | 19.61% | |
| 393 | MPCMARATHON PETE CORP | 17,182 | $2.9B | 19.54% | |
| 394 | MSIMOTOROLA SOLUTIONS INC | 6,752 | $2.8B | 19.44% | |
| 395 | WMBWILLIAMS COS INC | 44,835 | $2.8B | 19.28% | |
| 396 | JNKSPDR SERIES TRUST | 28,802 | $2.8B | 19.18% | |
| 397 | CLCOLGATE PALMOLIVE CO | 30,273 | $2.8B | 18.84% | |
| 398 | VLOVALERO ENERGY CORP | 20,401 | $2.7B | 18.77% | |
| 399 | KLACKLA CORP | 3,056 | $2.7B | 18.74% | |
| 400 | ELVELEVANCE HEALTH INC | 6,880 | $2.7B | 18.32% |