Sequoia Financial Advisors, LLC Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$17.9B
Holdings
1,885
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,885 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | FLEXFLEX LTD | 173,277 | $10.5M | 0.06% | |
| 202 | LRCXLAM RESEARCH CORP | 61,151 | $10.5M | 0.06% | |
| 203 | MPLXMPLX LP | 195,035 | $10.4M | 0.06% | |
| 204 | WSMWILLIAMS SONOMA INC | 58,132 | $10.4M | 0.06% | |
| 205 | BNDVANGUARD BD INDEX FDS | 138,470 | $10.3M | 0.06% | |
| 206 | LMTLOCKHEED MARTIN CORP | 21,013 | $10.2M | 0.06% | |
| 207 | DGRWWISDOMTREE TR | 112,047 | $10.0M | 0.06% | |
| 208 | IMTMISHARES TR | 204,800 | $9.8M | 0.05% | |
| 209 | JMUBJ P MORGAN EXCHANGE TRADED F | 193,982 | $9.8M | 0.05% | |
| 210 | JMSTJ P MORGAN EXCHANGE TRADED F | 192,256 | $9.8M | 0.05% | |
| 211 | WPCWP CAREY INC | 150,519 | $9.7M | 0.05% | |
| 212 | SCHFSCHWAB STRATEGIC TR | 384,221 | $9.2M | 0.05% | |
| 213 | ACWVISHARES INC | 77,658 | $9.2M | 0.05% | |
| 214 | BWXTBWX TECHNOLOGIES INC | 51,510 | $8.9M | 0.05% | |
| 215 | TMOTHERMO FISHER SCIENTIFIC INC | 15,344 | $8.9M | 0.05% | |
| 216 | CCOCAMECO CORP | 96,151 | $8.8M | 0.05% | |
| 217 | DFLVDIMENSIONAL ETF TRUST | 256,135 | $8.8M | 0.05% | |
| 218 | TRVTRAVELERS COMPANIES INC | 30,054 | $8.7M | 0.05% | |
| 219 | USBUS BANCORP DEL | 162,830 | $8.7M | 0.05% | |
| 220 | VGTVANGUARD WORLD FD | 11,405 | $8.6M | 0.05% | |
| 221 | T7DTRANSDIGM GROUP INC | 6,421 | $8.5M | 0.05% | Put |
| 222 | CBCHUBB LIMITED | 27,280 | $8.5M | 0.05% | |
| 223 | SOSOUTHERN CO | 97,526 | $8.5M | 0.05% | |
| 224 | SCHASCHWAB STRATEGIC TR | 296,514 | $8.4M | 0.05% | |
| 225 | PFEPFIZER INC | 338,836 | $8.4M | 0.05% | |
| 226 | VYMVANGUARD WHITEHALL FDS | 58,448 | $8.4M | 0.05% | |
| 227 | RCLROYAL CARIBBEAN GROUP | 29,860 | $8.3M | 0.05% | |
| 228 | BMYBRISTOL-MYERS SQUIBB CO | 153,138 | $8.3M | 0.05% | |
| 229 | GBTCGRAYSCALE BITCOIN TRUST ETF | 118,945 | $8.1M | 0.05% | |
| 230 | EFAISHARES TR | 84,535 | $8.1M | 0.05% | |
| 231 | RDNTRADNET INC | 113,674 | $8.1M | 0.05% | |
| 232 | AQLTISHARES TR | 57,419 | $8.1M | 0.05% | |
| 233 | TWTRADEWEB MKTS INC | 75,274 | $8.1M | 0.05% | |
| 234 | JPSTJ P MORGAN EXCHANGE TRADED F | 158,598 | $8.0M | 0.04% | |
| 235 | TXNTEXAS INSTRS INC | 45,945 | $8.0M | 0.04% | |
| 236 | FMBFIRST TR EXCH TRADED FD III | 155,328 | $7.9M | 0.04% | |
| 237 | KEYSKEYSIGHT TECHNOLOGIES INC | 39,009 | $7.9M | 0.04% | |
| 238 | DEDEERE & CO | 16,946 | $7.9M | 0.04% | |
| 239 | BKBANK NEW YORK MELLON CORP | 67,822 | $7.9M | 0.04% | |
| 240 | HONHONEYWELL INTL INC | 40,344 | $7.9M | 0.04% | |
| 241 | IEMGISHARES INC | 116,610 | $7.8M | 0.04% | |
| 242 | MCKMCKESSON CORP | 9,542 | $7.8M | 0.04% | |
| 243 | VFMVVANGUARD WELLINGTON FD | 60,005 | $7.8M | 0.04% | |
| 244 | DFISDIMENSIONAL ETF TRUST | 236,606 | $7.8M | 0.04% | |
| 245 | MLMMARTIN MARIETTA MATLS INC | 12,424 | $7.7M | 0.04% | |
| 246 | NDAQNASDAQ INC | 78,097 | $7.6M | 0.04% | |
| 247 | VBVANGUARD INDEX FDS | 29,161 | $7.5M | 0.04% | |
| 248 | AVDEAMERICAN CENTY ETF TR | 91,265 | $7.5M | 0.04% | |
| 249 | TSCOTRACTOR SUPPLY CO | 148,143 | $7.4M | 0.04% | |
| 250 | CSXCSX CORP | 203,784 | $7.4M | 0.04% | |
| 251 | SPLVINVESCO EXCH TRADED FD TR II | 103,111 | $7.4M | 0.04% | |
| 252 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 96,580 | $7.3M | 0.04% | |
| 253 | VEUVANGUARD INTL EQUITY INDEX F | 99,033 | $7.3M | 0.04% | |
| 254 | SNOWSNOWFLAKE INC | 33,117 | $7.3M | 0.04% | |
| 255 | CMECME GROUP INC | 26,189 | $7.2M | 0.04% | |
| 256 | GMEDGLOBUS MED INC | 81,161 | $7.1M | 0.04% | |
| 257 | WATWATERS CORP | 18,450 | $7.0M | 0.04% | |
| 258 | BYDBOYD GAMING CORP | 81,723 | $7.0M | 0.04% | |
| 259 | STESTERIS PLC | 27,359 | $6.9M | 0.04% | |
| 260 | BKNGBOOKING HOLDINGS INC | 1,290 | $6.9M | 0.04% | |
| 261 | NVTNVENT ELECTRIC PLC | 67,450 | $6.9M | 0.04% | |
| 262 | GPNGLOBAL PMTS INC | 88,719 | $6.9M | 0.04% | |
| 263 | MOALTRIA GROUP INC | 118,851 | $6.9M | 0.04% | |
| 264 | ITTITT INC | 39,385 | $6.8M | 0.04% | |
| 265 | VSSVANGUARD INTL EQUITY INDEX F | 47,601 | $6.8M | 0.04% | |
| 266 | CITHE CIGNA GROUP | 24,592 | $6.8M | 0.04% | |
| 267 | LINLINDE PLC | 15,812 | $6.7M | 0.04% | |
| 268 | AONAON PLC | 18,902 | $6.7M | 0.04% | Put |
| 269 | IAU*ISHARES GOLD TR | 81,290 | $6.6M | 0.04% | |
| 270 | CWCURTISS WRIGHT CORP | 11,959 | $6.6M | 0.04% | |
| 271 | DFSUDIMENSIONAL ETF TRUST | 151,333 | $6.6M | 0.04% | |
| 272 | XLCSELECT SECTOR SPDR TR | 55,355 | $6.5M | 0.04% | |
| 273 | WWDWOODWARD INC | 21,504 | $6.5M | 0.04% | |
| 274 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 77,860 | $6.5M | 0.04% | |
| 275 | PENNPENN ENTERTAINMENT INC | 432,295 | $6.4M | 0.04% | |
| 276 | ISRGINTUITIVE SURGICAL INC | 11,181 | $6.3M | 0.04% | |
| 277 | KMIKINDER MORGAN INC DEL | 230,285 | $6.3M | 0.04% | |
| 278 | APPAPPLOVIN CORP | 9,388 | $6.3M | 0.04% | |
| 279 | IWVISHARES TR | 16,028 | $6.2M | 0.03% | |
| 280 | TXTTEXTRON INC | 70,715 | $6.2M | 0.03% | |
| 281 | VRTXVERTEX PHARMACEUTICALS INC | 13,596 | $6.2M | 0.03% | |
| 282 | ALAIR LEASE CORP | 95,522 | $6.1M | 0.03% | |
| 283 | XLESELECT SECTOR SPDR TR | 136,798 | $6.1M | 0.03% | |
| 284 | UPSUNITED PARCEL SERVICE INC | 60,812 | $6.0M | 0.03% | |
| 285 | APHAMPHENOL CORP NEW | 44,585 | $6.0M | 0.03% | |
| 286 | GVIISHARES TR | 56,131 | $6.0M | 0.03% | |
| 287 | CVSCVS HEALTH CORP | 75,546 | $6.0M | 0.03% | |
| 288 | WEAWESTERN ALLIANCE BANCORP | 70,365 | $5.9M | 0.03% | |
| 289 | COFCAPITAL ONE FINL CORP | 24,301 | $5.9M | 0.03% | |
| 290 | ZBHZIMMER BIOMET HOLDINGS INC | 65,014 | $5.8M | 0.03% | |
| 291 | ASMLASML HOLDING N V | 5,452 | $5.8M | 0.03% | |
| 292 | GILDGILEAD SCIENCES INC | 47,152 | $5.8M | 0.03% | |
| 293 | GMGENERAL MTRS CO | 70,639 | $5.7M | 0.03% | |
| 294 | NVSNNOVARTIS AG | 41,635 | $5.7M | 0.03% | |
| 295 | IVEISHARES TR | 26,792 | $5.7M | 0.03% | |
| 296 | IEURISHARES TR | 79,967 | $5.7M | 0.03% | |
| 297 | AG8AGILENT TECHNOLOGIES INC | 41,570 | $5.7M | 0.03% | |
| 298 | EVREVERCORE INC | 16,577 | $5.6M | 0.03% | |
| 299 | KMBKIMBERLY-CLARK CORP | 55,851 | $5.6M | 0.03% | |
| 300 | DUKDUKE ENERGY CORP NEW | 47,962 | $5.6M | 0.03% |