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 |
|---|---|---|---|---|---|
| 401 | BIPCBROOKFIELD INFRASTRUCTURE CO | 76,869 | $3.5M | 0.02% | |
| 402 | VYMIVANGUARD WHITEHALL FDS | 38,680 | $3.5M | 0.02% | |
| 403 | VMBSVANGUARD SCOTTSDALE FDS | 73,716 | $3.5M | 0.02% | |
| 404 | WMBWILLIAMS COS INC | 57,551 | $3.5M | 0.02% | Call |
| 405 | KKRKKR & CO INC | 27,085 | $3.5M | 0.02% | |
| 406 | BABAALIBABA GROUP HLDG LTD | 23,515 | $3.4M | 0.02% | |
| 407 | WTVWISDOMTREE TR | 36,898 | $3.4M | 0.02% | |
| 408 | SCHMSCHWAB STRATEGIC TR | 114,454 | $3.4M | 0.02% | |
| 409 | LQDISHARES TR | 31,215 | $3.4M | 0.02% | |
| 410 | IBITISHARES BITCOIN TRUST ETF | 69,191 | $3.4M | 0.02% | |
| 411 | SHELSHELL PLC | 46,455 | $3.4M | 0.02% | |
| 412 | SPSMSPDR SERIES TRUST | 72,525 | $3.4M | 0.02% | |
| 413 | BNDXVANGUARD CHARLOTTE FDS | 70,082 | $3.4M | 0.02% | |
| 414 | ACGLARCH CAP GROUP LTD | 35,127 | $3.4M | 0.02% | |
| 415 | GIB/ACGI INC | 36,449 | $3.4M | 0.02% | |
| 416 | SPTMSPDR SERIES TRUST | 40,660 | $3.4M | 0.02% | |
| 417 | PLDPROLOGIS INC. | 26,192 | $3.3M | 0.02% | |
| 418 | CSGPCOSTAR GROUP INC | 49,364 | $3.3M | 0.02% | |
| 419 | ADPAUTOMATIC DATA PROCESSING IN | 12,900 | $3.3M | 0.02% | |
| 420 | FBNDFIDELITY MERRIMACK STR TR | 72,039 | $3.3M | 0.02% | |
| 421 | XELXCEL ENERGY INC | 44,852 | $3.3M | 0.02% | |
| 422 | DTDYNATRACE INC | 76,395 | $3.3M | 0.02% | |
| 423 | HQYHEALTHEQUITY INC | 36,141 | $3.3M | 0.02% | |
| 424 | FFORD MTR CO | 251,543 | $3.3M | 0.02% | |
| 425 | NEMNEWMONT CORP | 32,878 | $3.3M | 0.02% | |
| 426 | YUMYUM BRANDS INC | 21,682 | $3.3M | 0.02% | |
| 427 | CMICUMMINS INC | 6,398 | $3.3M | 0.02% | |
| 428 | URBNURBAN OUTFITTERS INC | 42,768 | $3.2M | 0.02% | |
| 429 | MBBISHARES TR | 33,710 | $3.2M | 0.02% | |
| 430 | TFCTRUIST FINL CORP | 65,118 | $3.2M | 0.02% | |
| 431 | SONYSONY GROUP CORP | 125,166 | $3.2M | 0.02% | |
| 432 | MRSHMARSH & MCLENNAN COS INC | 17,085 | $3.2M | 0.02% | |
| 433 | BXSLBLACKSTONE SECD LENDING FD | 120,317 | $3.2M | 0.02% | |
| 434 | GIISPDR INDEX SHS FDS | 45,006 | $3.1M | 0.02% | |
| 435 | ELVELEVANCE HEALTH INC FORMERLY | 8,952 | $3.1M | 0.02% | |
| 436 | ONTOONTO INNOVATION INC | 19,848 | $3.1M | 0.02% | |
| 437 | VBKVANGUARD INDEX FDS | 10,280 | $3.1M | 0.02% | |
| 438 | BSSXINVESCO EXCH TRD SLF IDX FD | 119,816 | $3.1M | 0.02% | |
| 439 | SDYSPDR SERIES TRUST | 22,204 | $3.1M | 0.02% | |
| 440 | MSIMOTOROLA SOLUTIONS INC | 8,029 | $3.1M | 0.02% | |
| 441 | DALDELTA AIR LINES INC DEL | 44,302 | $3.1M | 0.02% | |
| 442 | ITRIITRON INC | 33,089 | $3.1M | 0.02% | |
| 443 | FALNISHARES TR | 111,488 | $3.0M | 0.02% | |
| 444 | FTREFORTREA HLDGS INC | 175,860 | $3.0M | 0.02% | |
| 445 | XLYSELECT SECTOR SPDR TR | 25,408 | $3.0M | 0.02% | |
| 446 | NUNU HLDGS LTD | 179,537 | $3.0M | 0.02% | |
| 447 | VSTVISTRA CORP | 18,527 | $3.0M | 0.02% | Put |
| 448 | BHPBHP GROUP LTD | 49,391 | $3.0M | 0.02% | |
| 449 | JQUAJ P MORGAN EXCHANGE TRADED F | 47,175 | $3.0M | 0.02% | |
| 450 | ESGVVANGUARD WORLD FD | 24,588 | $3.0M | 0.02% | |
| 451 | CITCINTAS CORP | 15,813 | $3.0M | 0.02% | |
| 452 | MFCMANULIFE FINL CORP | 81,740 | $3.0M | 0.02% | |
| 453 | SLBSLB LIMITED | 76,951 | $3.0M | 0.02% | |
| 454 | INFYINFOSYS LTD | 164,991 | $2.9M | 0.02% | |
| 455 | EAELECTRONIC ARTS INC | 14,352 | $2.9M | 0.02% | |
| 456 | VSGXVANGUARD WORLD FD | 40,842 | $2.9M | 0.02% | |
| 457 | HWMHOWMET AEROSPACE INC | 14,190 | $2.9M | 0.02% | |
| 458 | FIXCOMFORT SYS USA INC | 3,117 | $2.9M | 0.02% | |
| 459 | MCOMOODYS CORP | 5,693 | $2.9M | 0.02% | |
| 460 | ROSTROSS STORES INC | 16,058 | $2.9M | 0.02% | |
| 461 | EDCONSOLIDATED EDISON INC | 28,916 | $2.9M | 0.02% | |
| 462 | CINFCINCINNATI FINL CORP | 17,574 | $2.9M | 0.02% | |
| 463 | EBAEBAY INC. | 32,957 | $2.9M | 0.02% | |
| 464 | EWEDWARDS LIFESCIENCES CORP | 33,380 | $2.8M | 0.02% | |
| 465 | HIIHUNTINGTON INGALLS INDS INC | 8,334 | $2.8M | 0.02% | |
| 466 | NTRSNORTHERN TR CORP | 20,718 | $2.8M | 0.02% | |
| 467 | SCHESCHWAB STRATEGIC TR | 86,401 | $2.8M | 0.02% | |
| 468 | VRTVERTIV HOLDINGS CO | 17,355 | $2.8M | 0.02% | |
| 469 | SMHVANECK ETF TRUST | 7,785 | $2.8M | 0.02% | |
| 470 | CDWCDW CORP | 20,535 | $2.8M | 0.02% | |
| 471 | BBVABANCO BILBAO VIZCAYA ARGENTA | 119,626 | $2.8M | 0.02% | |
| 472 | CBRECBRE GROUP INC | 17,314 | $2.8M | 0.02% | |
| 473 | SAPSAP SE | 11,328 | $2.8M | 0.02% | |
| 474 | PYPLPAYPAL HLDGS INC | 47,144 | $2.8M | 0.02% | Call |
| 475 | AFLAFLAC INC | 24,939 | $2.8M | 0.02% | |
| 476 | PRUPRUDENTIAL FINL INC | 24,164 | $2.7M | 0.02% | |
| 477 | OREALTY INCOME CORP | 48,258 | $2.7M | 0.02% | |
| 478 | FMHIFIRST TR EXCH TRADED FD III | 56,586 | $2.7M | 0.02% | |
| 479 | CAHCARDINAL HEALTH INC | 13,193 | $2.7M | 0.02% | |
| 480 | ZTSZOETIS INC | 21,547 | $2.7M | 0.02% | |
| 481 | HDBHDFC BANK LTD | 74,198 | $2.7M | 0.02% | |
| 482 | VOOGVANGUARD ADMIRAL FDS INC | 6,095 | $2.7M | 0.02% | |
| 483 | HLTHILTON WORLDWIDE HLDGS INC | 9,413 | $2.7M | 0.02% | |
| 484 | IWPISHARES TR | 19,711 | $2.7M | 0.02% | |
| 485 | IDXXIDEXX LABS INC | 3,985 | $2.7M | 0.02% | |
| 486 | XLFISELECT SECTOR SPDR TR | 34,589 | $2.7M | 0.01% | |
| 487 | RINGISHARES INC | 36,471 | $2.7M | 0.01% | |
| 488 | RHCRH PLC | 21,485 | $2.7M | 0.01% | |
| 489 | SCHQSCHWAB STRATEGIC TR | 83,780 | $2.7M | 0.01% | |
| 490 | CDNSCADENCE DESIGN SYSTEM INC | 8,492 | $2.7M | 0.01% | |
| 491 | URIUNITED RENTALS INC | 3,241 | $2.6M | 0.01% | |
| 492 | TELTE CONNECTIVITY PLC | 11,508 | $2.6M | 0.01% | |
| 493 | BILSPDR SERIES TRUST | 28,608 | $2.6M | 0.01% | |
| 494 | STXSEAGATE TECHNOLOGY HLDNGS PL | 9,478 | $2.6M | 0.01% | |
| 495 | CFGCITIZENS FINL GROUP INC | 44,558 | $2.6M | 0.01% | |
| 496 | KRKROGER CO | 41,342 | $2.6M | 0.01% | |
| 497 | GGGGRACO INC | 31,006 | $2.5M | 0.01% | |
| 498 | DHID R HORTON INC | 17,574 | $2.5M | 0.01% | |
| 499 | DTEDTE ENERGY CO | 19,608 | $2.5M | 0.01% | |
| 500 | HCAHCA HEALTHCARE INC | 5,402 | $2.5M | 0.01% |