Sequoia Financial Advisors, LLC Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$10.4B
Holdings
1,334
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,334 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 601 | VOTVANGUARD INDEX FDS | 3,573 | $906.7M | 8.76% | |
| 602 | BROBROWN & BROWN INC | 8,886 | $906.5M | 8.76% | |
| 603 | HSYHERSHEY CO | 5,328 | $902.3M | 8.72% | |
| 604 | CPCANADIAN PACIFIC KANSAS CITY | 12,461 | $901.8M | 8.71% | |
| 605 | RGTIRIGETTI COMPUTING INC | 59,022 | $900.7M | 8.70% | |
| 606 | WFC 7.5 PERP LWELLS FARGO CO NEW | 754 | $900.5M | 8.70% | |
| 607 | DFSVDIMENSIONAL ETF TRUST | 29,171 | $897.9M | 8.67% | |
| 608 | WABWABTEC | 4,727 | $896.2M | 8.66% | |
| 609 | LULULULULEMON ATHLETICA INC | 2,340 | $894.8M | 8.64% | |
| 610 | PCARPACCAR INC | 8,592 | $893.8M | 8.63% | |
| 611 | QGENQIAGEN NV | 20,041 | $892.4M | 8.62% | |
| 612 | CTVACORTEVA INC | 15,635 | $890.6M | 8.60% | |
| 613 | MTBM & T BK CORP | 4,728 | $888.8M | 8.59% | |
| 614 | IAU*ISHARES GOLD TR | 17,891 | $885.8M | 8.56% | |
| 615 | WHWYNDHAM HOTELS & RESORTS INC | 8,752 | $882.2M | 8.52% | |
| 616 | VRTVERTIV HOLDINGS CO | 7,762 | $881.8M | 8.52% | |
| 617 | 8CWCROWN CASTLE INC | 9,701 | $880.5M | 8.51% | |
| 618 | EFGISHARES TR | 9,051 | $876.4M | 8.47% | |
| 619 | CLVTRIP COM GROUP LTD | 12,745 | $875.1M | 8.45% | |
| 620 | IRMIRON MTN INC DEL | 8,293 | $871.7M | 8.42% | |
| 621 | DECKDECKERS OUTDOOR CORP | 4,276 | $868.4M | 8.39% | |
| 622 | AKAMAKAMAI TECHNOLOGIES INC | 9,027 | $863.5M | 8.34% | |
| 623 | TRGPTARGA RES CORP | 4,790 | $855.1M | 8.26% | |
| 624 | VGKVANGUARD INTL EQUITY INDEX F | 13,465 | $854.6M | 8.26% | |
| 625 | OTISOTIS WORLDWIDE CORP | 9,217 | $853.6M | 8.25% | |
| 626 | LBRDKLIBERTY BROADBAND CORP | 11,416 | $853.5M | 8.25% | |
| 627 | RSGREPUBLIC SVCS INC | 4,242 | $853.4M | 8.24% | |
| 628 | TTENTOTALENERGIES SE | 15,584 | $849.4M | 8.21% | |
| 629 | PECOPHILLIPS EDISON & CO INC | 22,652 | $848.5M | 8.20% | |
| 630 | TDTORONTO DOMINION BK ONT | 15,910 | $847.0M | 8.18% | |
| 631 | ITGARTNER INC | 1,731 | $838.6M | 8.10% | |
| 632 | CHTRCHARTER COMMUNICATIONS INC N | 2,444 | $837.7M | 8.09% | |
| 633 | XLYSELECT SECTOR SPDR TR | 3,731 | $837.1M | 8.09% | |
| 634 | SCHOSCHWAB STRATEGIC TR | 34,768 | $836.5M | 8.08% | |
| 635 | FBLAFB BANCORP INC | 70,000 | $834.4M | 8.06% | |
| 636 | KELKELLANOVA | 10,291 | $833.3M | 8.05% | |
| 637 | NUENUCOR CORP | 7,132 | $832.4M | 8.04% | |
| 638 | DASHDOORDASH INC | 4,961 | $832.1M | 8.04% | |
| 639 | IWNISHARES TR | 5,063 | $831.2M | 8.03% | |
| 640 | CTRACOTERRA ENERGY INC | 32,513 | $830.4M | 8.02% | |
| 641 | KBIAKB FINL GROUP INC | 14,549 | $827.8M | 8.00% | |
| 642 | WDAYWORKDAY INC | 3,193 | $823.8M | 7.96% | |
| 643 | DTMDT MIDSTREAM INC | 8,266 | $821.9M | 7.94% | |
| 644 | 7HPHP INC | 25,128 | $819.9M | 7.92% | |
| 645 | PMAYINNOVATOR ETFS TRUST | 22,750 | $816.9M | 7.89% | |
| 646 | HLNHALEON PLC | 85,690 | $814.1M | 7.86% | |
| 647 | PCGPG&E CORP | 40,332 | $813.9M | 7.86% | |
| 648 | BAC 7.25 PERP LBANK AMERICA CORP | 665 | $810.8M | 7.83% | |
| 649 | FTECFIDELITY COVINGTON TRUST | 4,364 | $806.9M | 7.80% | |
| 650 | FTVFORTIVE CORP | 10,704 | $802.8M | 7.76% | |
| 651 | EIXEDISON INTL | 10,038 | $801.4M | 7.74% | |
| 652 | MANHMANHATTAN ASSOCIATES INC | 2,959 | $799.6M | 7.73% | |
| 653 | LENLENNAR CORP | 5,854 | $798.4M | 7.71% | |
| 654 | FASTFASTENAL CO | 11,008 | $791.6M | 7.65% | |
| 655 | ABNBAIRBNB INC | 5,985 | $786.5M | 7.60% | |
| 656 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,376 | $783.7M | 7.57% | |
| 657 | POOLPOOL CORP | 2,280 | $777.4M | 7.51% | |
| 658 | ALNYALNYLAM PHARMACEUTICALS INC | 3,296 | $775.7M | 7.49% | |
| 659 | SSOPROSHARES TR | 8,378 | $775.0M | 7.49% | |
| 660 | XYZBLOCK INC | 9,119 | $775.0M | 7.49% | |
| 661 | MUNIPIMCO ETF TR | 14,976 | $774.7M | 7.48% | |
| 662 | JMHIJ P MORGAN EXCHANGE TRADED F | 15,383 | $772.5M | 7.46% | |
| 663 | WFWOORI FINL GROUP INC | 24,688 | $771.5M | 7.45% | |
| 664 | XMESPDR SER TR | 13,560 | $769.5M | 7.43% | |
| 665 | ILMNILLUMINA INC | 5,733 | $766.1M | 7.40% | |
| 666 | RELXRELX PLC | 16,674 | $757.3M | 7.32% | |
| 667 | MSBIMIDLAND STATES BANCORP INC | 31,037 | $757.3M | 7.32% | |
| 668 | MTDMETTLER TOLEDO INTERNATIONAL | 616 | $753.3M | 7.28% | |
| 669 | CLXCLOROX CO DEL | 4,624 | $751.0M | 7.25% | |
| 670 | SRESEMPRA | 8,554 | $750.4M | 7.25% | |
| 671 | IYWISHARES TR | 4,674 | $745.6M | 7.20% | |
| 672 | BCCCGLOBAL X FDS | 18,427 | $744.6M | 7.19% | |
| 673 | FDVVFIDELITY COVINGTON TRUST | 14,889 | $743.6M | 7.18% | |
| 674 | ABALLIANCEBERNSTEIN HLDG L P | 19,930 | $739.2M | 7.14% | |
| 675 | HEFAISHARES TR | 21,166 | $735.5M | 7.11% | |
| 676 | NICNICOLET BANKSHARES INC | 6,980 | $732.3M | 7.07% | |
| 677 | AFRMAFFIRM HLDGS INC | 11,808 | $719.1M | 6.95% | |
| 678 | PSLV/USPROTT PHYSICAL SILVER TR | 74,222 | $716.2M | 6.92% | |
| 679 | PPGPPG INDS INC | 5,995 | $716.1M | 6.92% | |
| 680 | SPDWSPDR INDEX SHS FDS | 20,946 | $714.9M | 6.91% | |
| 681 | CCLCARNIVAL CORP | 28,657 | $714.1M | 6.90% | |
| 682 | SBACSBA COMMUNICATIONS CORP NEW | 3,498 | $712.8M | 6.89% | |
| 683 | OUNZVANECK MERK GOLD ETF | 28,136 | $711.8M | 6.88% | |
| 684 | SHGSHINHAN FINANCIAL GROUP CO L | 21,445 | $705.1M | 6.81% | |
| 685 | AEEAMEREN CORP | 7,887 | $703.1M | 6.79% | |
| 686 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 1,820 | $702.9M | 6.79% | |
| 687 | BIVVANGUARD BD INDEX FDS | 9,396 | $702.1M | 6.78% | |
| 688 | RSRELIANCE INC | 2,603 | $701.0M | 6.77% | |
| 689 | GRMNGARMIN LTD | 3,396 | $700.4M | 6.77% | |
| 690 | CSGPCOSTAR GROUP INC | 9,763 | $698.9M | 6.75% | |
| 691 | GSKGSK PLC | 20,645 | $698.2M | 6.75% | |
| 692 | IDXXIDEXX LABS INC | 1,685 | $696.6M | 6.73% | |
| 693 | VBKVANGUARD INDEX FDS | 2,484 | $695.6M | 6.72% | |
| 694 | CMSCMS ENERGY CORP | 10,407 | $693.6M | 6.70% | |
| 695 | MBBISHARES TR | 7,520 | $689.4M | 6.66% | |
| 696 | NGVTINGEVITY CORP | 16,838 | $686.1M | 6.63% | |
| 697 | GDXVANECK ETF TRUST | 20,179 | $684.3M | 6.61% | Call |
| 698 | NGGNATIONAL GRID PLC | 11,511 | $684.0M | 6.61% | |
| 699 | FITBFIFTH THIRD BANCORP | 16,151 | $682.9M | 6.60% | |
| 700 | SOUNSOUNDHOUND AI INC | 34,411 | $682.7M | 6.60% |