Sequoia Financial Advisors, LLC Top Holdings and 13F Report (2024) About Sequoia Financial Advisors, LLCInvestment ActivitySequoia Financial Advisors, LLC has $9.32 billion in total holdings as of September 30, 2024.Sequoia Financial Advisors, LLC owns shares of 1,274 different stocks, but just 121 companies or ETFs make up 80% of its holdings.Approximately 10.35% of the portfolio was purchased this quarter.About 3.49% of the portfolio was sold this quarter.This quarter, Sequoia Financial Advisors, LLC has purchased 1,200 new stocks and bought additional shares in 713 stocks.Sequoia Financial Advisors, LLC sold shares of 342 stocks and completely divested from 81 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $844,394,846Vanguard Russell 1000 Growth ETF $320,124,953Apple $311,668,534iShares Core MSCI Total International Stock ETF $284,177,383Microsoft $269,012,855 Largest New Holdings this Quarter LINEAGE INC $23,892,889 HoldingTexas Pacific Land $14,948,568 HoldingBrookfield Asset Management $14,215,776 HoldingLumen Technologies $10,061,709 HoldingMplx $8,644,053 Holding Largest Purchases this Quarter Broadcom 466,799 shares (about $80.52M)Brookfield 758,076 shares (about $40.29M)NVIDIA 268,873 shares (about $32.65M)Microsoft 59,533 shares (about $25.62M)LINEAGE INC 304,834 shares (about $23.89M) Largest Sales this Quarter First Trust Managed Municipal ETF 670,122 shares (about $34.82M)Alphabet 134,985 shares (about $22.39M)BorgWarner 461,195 shares (about $16.74M)Fidelity Total Bond ETF 318,786 shares (about $14.90M)iShares 1-3 Year Treasury Bond ETF 128,165 shares (about $10.66M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSequoia Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$844,394,846$14,378,061 ▲1.7%2,982,0329.1%ETFVONGVanguard Russell 1000 Growth ETF$320,124,953$211,475 ▲0.1%3,316,6703.4%ETFAAPLApple$311,668,534$15,360,993 ▲5.2%1,337,6333.3%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$284,177,383$5,630,641 ▲2.0%3,912,6723.0%ManufacturingMSFTMicrosoft$269,012,855$25,617,055 ▲10.5%625,1752.9%Computer and TechnologyNVDANVIDIA$254,743,657$32,651,992 ▲14.7%2,097,6882.7%Computer and TechnologyAMZNAmazon.com$205,013,777$244,092 ▼-0.1%1,100,2732.2%Retail/WholesaleDFAUDimensional US Core Equity Market ETF$191,390,989$17,509,642 ▲10.1%4,822,1462.1%ETFACWIiShares MSCI ACWI ETF$151,307,091$3,467,905 ▲2.3%1,265,6391.6%ManufacturingBRK.BBerkshire Hathaway$113,315,824$10,886,972 ▲10.6%246,2001.2%FinanceGLDSPDR Gold Shares$112,846,438$10,251,785 ▼-8.3%464,2741.2%FinanceVTVVanguard Value ETF$111,312,941$1,354,313 ▼-1.2%637,6411.2%ETFMUBiShares National Muni Bond ETF$111,182,252$1,367,434 ▲1.2%1,023,4951.2%ETFIJRiShares Core S&P Small-Cap ETF$101,631,091$3,226,458 ▲3.3%868,9391.1%ETFDFUSDimensional U.S. Equity ETF$95,971,021$3,108,633 ▼-3.1%1,542,9421.0%ETFMETAMeta Platforms$90,094,937$19,671,274 ▲27.9%157,3881.0%Computer and TechnologyGOOGLAlphabet$89,980,012$22,387,283 ▼-19.9%542,5381.0%Computer and TechnologyAVGOBroadcom$88,879,714$80,522,784 ▲963.5%515,2451.0%Computer and TechnologyGOOGAlphabet$87,894,701$3,794,373 ▲4.5%525,7180.9%Computer and TechnologySPGMSPDR Portfolio MSCI Global Stock Market ETF$85,019,022$32,579 ▲0.0%1,312,6300.9%ETFSPYSPDR S&P 500 ETF Trust$84,532,341$4,303,788 ▼-4.8%147,3300.9%FinanceMGVVanguard Mega Cap Value ETF$82,889,112$1,329,237 ▲1.6%646,1580.9%ETFVTEBVanguard Tax-Exempt Bond ETF$77,934,620$21,010 ▲0.0%1,524,5430.8%ETFJPIEJPMorgan Income ETF$75,960,405$4,523,627 ▲6.3%1,637,4310.8%ETFBINCiShares Flexible Income Active ETF$74,061,266$4,598,762 ▲6.6%1,383,5470.8%ETFPYLDPIMCO Multi Sector Bond Active ETF$68,857,931$8,203,297 ▲13.5%2,583,7870.7%ETFVUGVanguard Growth ETF$61,981,181$2,520,128 ▲4.2%161,4380.7%ETFLLYEli Lilly and Company$60,678,333$5,376,797 ▲9.7%68,4900.7%MedicalJPMJPMorgan Chase & Co.$59,733,715$3,768,703 ▲6.7%283,2860.6%FinanceSCHXSchwab US Large-Cap ETF$59,279,712$1,259,024 ▼-2.1%873,6880.6%ETFRTXRTX$59,060,453$3,491,591 ▲6.3%487,4580.6%AerospaceTKO GROUP HOLDINGS INC$58,135,784$2,722 ▼0.0%469,9360.6%CL ADFCFDimensional Core Fixed Income ETF$56,808,502$12,001,638 ▲26.8%1,315,3160.6%ETFWMTWalmart$55,846,419$2,049,921 ▲3.8%691,5960.6%Retail/WholesaleTMOThermo Fisher Scientific$55,218,466$3,018,001 ▲5.8%89,2680.6%MedicalXOMExxon Mobil$53,759,059$5,899,211 ▲12.3%458,6170.6%Oils/EnergyFNDFSchwab Fundamental International Large Company Index ETF$51,910,415$8,670 ▼0.0%1,389,0930.6%ETFAMTAmerican Tower$51,706,550$14,186 ▼0.0%222,3360.6%FinanceIVViShares Core S&P 500 ETF$50,225,466$4,415,559 ▼-8.1%87,0730.5%ETFVICIVICI Properties$48,064,923$1,282 ▼0.0%1,424,5250.5%FinanceDFAIDimensional International Core Equity Market ETF$47,921,140$3,845,699 ▲8.7%1,507,9020.5%ETFPANWPalo Alto Networks$47,605,684$8,826,324 ▼-15.6%139,2790.5%Computer and TechnologyPLNTPlanet Fitness$46,862,966$244 ▼0.0%576,9880.5%Consumer DiscretionaryQQQInvesco QQQ$46,441,191$493,925 ▲1.1%95,1530.5%FinancePGProcter & Gamble$46,120,003$2,421,507 ▲5.5%266,2820.5%Consumer StaplesCOSTCostco Wholesale$46,107,423$5,824,487 ▲14.5%52,0090.5%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$45,914,543$5,616,865 ▲13.9%548,2330.5%ETFHDHome Depot$44,215,212$4,253,403 ▲10.6%109,1190.5%Retail/WholesaleDFATDimensional U.S. Targeted Value ETF$43,596,828$1,618,109 ▲3.9%783,6930.5%ETFAMGNAmgen$43,363,651$3,763,089 ▲9.5%134,5820.5%MedicalBNBrookfield$41,262,790$40,291,739 ▲4,149.3%776,3460.4%FinanceSPLGSPDR Portfolio S&P 500 ETF$41,232,090$436,857 ▼-1.0%610,7550.4%ETFWYNNWynn Resorts$40,084,552$15,391,904 ▲62.3%418,0700.4%Consumer DiscretionaryVVisa$40,067,869$4,450,611 ▲12.5%145,7280.4%Business ServicesZTSZoetis$38,452,040$1,499,936 ▲4.1%196,8060.4%MedicalHONHoneywell International$38,248,900$417,346 ▲1.1%185,0370.4%Multi-Sector ConglomeratesSSNCSS&C Technologies$37,968,296$3,488 ▲0.0%511,6330.4%Computer and TechnologyJNJJohnson & Johnson$37,831,457$22,383,894 ▲144.9%233,4410.4%MedicalSGOViShares 0-3 Month Treasury Bond ETF$37,482,997$3,959,812 ▲11.8%372,1500.4%ETFMRKMerck & Co., Inc.$37,337,217$17,087,291 ▲84.4%328,7070.4%MedicalGSThe Goldman Sachs Group$36,752,064$844,164 ▲2.4%74,2300.4%FinanceVONVVanguard Russell 1000 Value$36,684,639$1,775,513 ▲5.1%440,2330.4%ETFMOATVanEck Morningstar Wide Moat ETF$36,067,972$1,936,380 ▼-5.1%372,0270.4%ETFORCLOracle$35,845,732$13,681,945 ▲61.7%210,3620.4%Computer and TechnologyPEPPepsiCo$35,021,648$861,304 ▲2.5%205,9490.4%Consumer StaplesXYLXylem$34,907,492$2,203,011 ▲6.7%258,5170.4%Business ServicesWMWaste Management$34,404,550$3,173,170 ▲10.2%165,7250.4%Business ServicesDFEMDimensional Emerging Markets Core Equity 2 ETF$33,396,141$2,845,373 ▲9.3%1,186,3640.4%ETFDUHPDimensional US High Profitability ETF$32,936,306$3,562,801 ▲12.1%966,7250.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$31,978,936$804,315 ▲2.6%557,0270.3%ETFDFASDimensional U.S. Small Cap ETF$31,633,882$731,101 ▲2.4%487,7260.3%ETFCRMSalesforce$31,243,749$820,626 ▼-2.6%114,1430.3%Computer and TechnologyPHParker-Hannifin$30,732,724$952,776 ▲3.2%48,6420.3%Industrial ProductsLABCORP HOLDINGS INC$30,262,171$21,007 ▼-0.1%135,4130.3%COM SHSTDVGT. Rowe Price Dividend Growth ETF$29,677,983$730,440 ▼-2.4%724,5600.3%ETFCATCaterpillar$29,508,574$2,896,648 ▲10.9%75,4460.3%Industrial ProductsRSPInvesco S&P 500 Equal Weight ETF$28,832,656$386,270 ▼-1.3%160,9320.3%ETFNEENextEra Energy$27,658,188$1,368,201 ▲5.2%327,2000.3%UtilitiesVZVerizon Communications$27,466,398$3,691,061 ▼-11.8%611,5880.3%Computer and TechnologyDFNMDimensional National Municipal Bond ETF$27,072,096$1,683,657 ▼-5.9%557,7280.3%ETFIBMInternational Business Machines$25,994,424$5,018,527 ▲23.9%117,5790.3%Computer and TechnologyCHENIERE ENERGY INC$25,974,537$30,753 ▼-0.1%144,4310.3%COM NEWMMCMarsh & McLennan Companies$25,751,316$2,990,526 ▲13.1%115,4300.3%FinanceIWBiShares Russell 1000 ETF$25,333,312$561,495 ▲2.3%80,5800.3%ETFMCDMcDonald's$25,044,101$3,129,751 ▲14.3%82,2440.3%Retail/WholesaleMCHPMicrochip Technology$24,752,159$955,212 ▲4.0%308,2840.3%Computer and TechnologyBACBank of America$24,318,991$3,012,028 ▲14.1%612,8780.3%FinanceLINEAGE INC$23,892,889$23,892,889 ▲New Holding304,8340.3%COMZBHZimmer Biomet$23,338,430$855,287 ▲3.8%216,1970.3%MedicalNXPINXP Semiconductors$23,187,297$1,491,898 ▲6.9%96,6100.2%Computer and TechnologyABTAbbott Laboratories$22,091,006$3,616,393 ▲19.6%193,7640.2%MedicalDFIVDimensional International Value ETF$21,389,583$270,102 ▼-1.2%561,7010.2%ETFSCHWCharles Schwab$21,240,901$17,963,069 ▲548.0%327,7410.2%FinanceGDENGolden Entertainment$20,702,724$23,805 ▲0.1%646,1590.2%Consumer DiscretionaryTSLATesla$20,547,412$1,141,494 ▲5.9%78,5360.2%Auto/Tires/TrucksNOWServiceNow$20,173,183$1,606,342 ▼-7.4%22,5550.2%Computer and TechnologyVOOVanguard S&P 500 ETF$19,946,245$1,162,691 ▲6.2%37,7930.2%ETFSLBSchlumberger$19,919,408$393,533 ▲2.0%474,8370.2%Oils/EnergyBIPBrookfield Infrastructure Partners$19,784,332$11,463,098 ▲137.8%564,6210.2%FinanceOKEONEOK$18,607,051$17,880,014 ▲2,459.3%204,1810.2%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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