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Sequoia Financial Advisors, LLC Top Holdings and 13F Report (2025)

About Sequoia Financial Advisors, LLC

Investment Activity

  • Sequoia Financial Advisors, LLC has $12.96 billion in total holdings as of March 31, 2025.
  • Sequoia Financial Advisors, LLC owns shares of 1,352 different stocks, but just 123 companies or ETFs make up 80% of its holdings.
  • Approximately 26.59% of the portfolio was purchased this quarter.
  • About 4.23% of the portfolio was sold this quarter.
  • This quarter, Sequoia Financial Advisors, LLC has purchased 1,334 new stocks and bought additional shares in 656 stocks.
  • Sequoia Financial Advisors, LLC sold shares of 511 stocks and completely divested from 111 stocks this quarter.

Largest Holdings

EA SERIES TRUST
$934,959,646
Apple
$338,215,943

Largest New Holdings this Quarter

02072L276 - EA SERIES TRUST
$934,959,646 Holding
26922A321 - Distillate U.S. Fundamental Stability & Value ETF
$285,359,104 Holding
69374H881 - Pacer US Cash Cows 100 ETF
$93,107,451 Holding
87256C101 - TKO GROUP HOLDINGS INC
$71,833,537 Holding
72703H101 - Planet Fitness
$54,383,702 Holding

Largest Purchases this Quarter

EA SERIES TRUST
33,619,549 shares (about $934.96M)
Distillate U.S. Fundamental Stability & Value ETF
5,261,045 shares (about $285.36M)
Vanguard Short-Term Corporate Bond ETF
2,965,656 shares (about $234.11M)
Vanguard Short-Term Bond ETF
2,234,266 shares (about $174.90M)
Dimensional International High Profitability ETF
3,954,483 shares (about $106.53M)

Largest Sales this Quarter

Zoetis
170,846 shares (about $28.13M)
iShares Core MSCI Emerging Markets ETF
479,665 shares (about $25.89M)
iShares MSCI ACWI ETF
174,553 shares (about $20.32M)
Texas Pacific Land
14,914 shares (about $19.76M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSequoia Financial Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$950,571,595$68,632,226 7.8%3,458,6367.3%ETF
EA SERIES TRUST
$934,959,646$934,959,646 New Holding33,619,5497.2%CCM GLOBAL EQUIT
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$352,668,645$65,094,749 22.6%5,051,8362.7%Manufacturing
Apple Inc. stock logo
AAPL
Apple
$338,215,943$15,284,327 4.7%1,522,6032.6%Computer and Technology
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$301,340,162$2,269,272 -0.7%3,247,5502.3%ETF
Distillate U.S. Fundamental Stability & Value ETF stock logo
DSTL
Distillate U.S. Fundamental Stability & Value ETF
$285,359,104$285,359,104 New Holding5,261,0452.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$256,831,917$23,956,624 10.3%684,1742.0%Computer and Technology
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$250,774,211$234,108,873 1,404.8%3,176,7701.9%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$243,775,260$10,736,124 4.6%2,249,2641.9%Computer and Technology
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$216,328,588$26,262,399 13.8%5,627,6951.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$203,378,117$24,866,610 13.9%1,068,9481.6%Retail/Wholesale
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$200,243,616$174,898,351 690.1%2,558,0431.5%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$166,295,957$27,863,574 20.1%1,577,1621.3%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$130,912,317$20,316,222 -13.4%1,124,7731.0%Manufacturing
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$128,899,675$3,633,156 -2.7%447,3511.0%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$126,202,125$6,608,342 -5.0%730,5901.0%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$121,063,166$10,965,266 -8.3%227,3150.9%Finance
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$116,360,650$106,533,773 1,084.1%4,319,2520.9%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$111,337,165$72,370,839 185.7%4,207,7530.9%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$109,286,347$9,211,421 9.2%189,6140.8%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$102,834,435$6,608,080 6.9%183,8330.8%Finance
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$99,473,502$17,387,092 21.2%2,159,1820.8%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$99,286,527$1,442,334 1.5%949,4740.8%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$97,284,743$13,260,808 15.8%117,7910.8%Medical
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$94,587,836$15,556,542 19.7%1,805,8010.7%ETF
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$93,717,686$15,028,961 19.1%3,556,6480.7%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$93,359,493$1,278,161 1.4%557,6030.7%Computer and Technology
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$93,107,451$93,107,451 New Holding1,700,2820.7%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$88,901,273$29,768,770 50.3%2,113,6770.7%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$88,060,067$1,046,606 -1.2%1,456,0200.7%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$86,524,446$2,145,664 2.5%553,8270.7%Computer and Technology
SPDR Portfolio MSCI Global Stock Market ETF stock logo
SPGM
SPDR Portfolio MSCI Global Stock Market ETF
$85,842,523$3,645,827 4.4%1,375,2410.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$85,533,038$13,763,762 19.2%348,6880.7%Finance
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$79,965,683$3,752,015 4.9%1,611,5620.6%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$79,368,843$630,930 -0.8%616,0260.6%ETF
Visa Inc. stock logo
V
Visa
$77,163,086$1,113,064 1.5%220,1760.6%Business Services
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$75,853,478$69,628,053 1,118.4%870,1780.6%ETF
RTX Co. stock logo
RTX
RTX
$72,249,917$1,641,444 2.3%545,4470.6%Aerospace
TKO GROUP HOLDINGS INC
$71,833,537$71,833,537 New Holding470,0840.6%CL A
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$69,076,677$24,167,850 53.8%126,4470.5%Finance
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$68,702,030$20,412,652 42.3%682,4480.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$67,528,234$3,359,548 5.2%436,6810.5%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$67,209,742$2,642,543 -3.8%250,4460.5%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$66,268,889$1,032,791 1.6%70,0680.5%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$63,692,336$226,674 -0.4%725,5080.5%Retail/Wholesale
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$63,074,192$2,053,982 -3.2%170,0930.5%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$61,779,586$1,750,292 -2.8%519,4620.5%Energy
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$61,639,663$12,544,515 25.6%753,9100.5%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$57,543,891$7,424,276 14.8%1,842,5840.4%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$57,232,909$10,378,996 22.2%156,1650.4%Retail/Wholesale
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$55,961,293$73,195 0.1%2,534,4790.4%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$55,297,162$23,442,325 73.6%1,087,8850.4%ETF
Planet Fitness, Inc. stock logo
PLNT
Planet Fitness
$54,383,702$54,383,702 New Holding562,9200.4%Consumer Discretionary
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$54,161,883$4,293,563 8.6%317,8140.4%Consumer Staples
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$53,287,058$18,774,188 54.4%152,6020.4%Basic Materials
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$52,232,940$11,139,293 27.1%1,014,4290.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$49,962,079$1,948,676 4.1%88,9160.4%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$49,855,119$2,796,516 5.9%100,1910.4%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$49,573,882$2,703,774 5.8%105,7200.4%Finance
Pacer Developed Markets International Cash Cows 100 ETF stock logo
ICOW
Pacer Developed Markets International Cash Cows 100 ETF
$46,840,437$46,840,437 New Holding1,491,2590.4%ETF
Amgen Inc. stock logo
AMGN
Amgen
$46,439,974$1,627,849 3.6%149,0610.4%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$46,061,717$2,779,428 6.4%217,5290.4%Multi-Sector Conglomerates
VICI Properties Inc. stock logo
VICI
VICI Properties
$45,685,718$27,629 0.1%1,400,5430.4%Finance
International Business Machines Co. stock logo
IBM
International Business Machines
$44,665,745$1,415,627 3.3%179,6250.3%Computer and Technology
Wynn Resorts, Limited stock logo
WYNN
Wynn Resorts
$43,866,976$5,929 0.0%525,3530.3%Consumer Discretionary
Brookfield Co. stock logo
BN
Brookfield
$42,297,910$5,885,224 -12.2%807,0580.3%Finance
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$41,592,404$9,744,346 30.6%170,4400.3%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$41,366,551$1,391,099 3.5%125,4290.3%Industrials
Waste Management, Inc. stock logo
WM
Waste Management
$41,039,490$497,051 1.2%177,2690.3%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$41,023,301$330,353 -0.8%247,3670.3%Medical
Vanguard Russell 1000 Value stock logo
VONV
Vanguard Russell 1000 Value
$41,022,563$3,397,761 9.0%497,0020.3%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$40,491,305$40,491,305 New Holding580,6040.3%ETF
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$40,320,862$12,467,633 44.8%116,7910.3%Finance
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$38,902,189$13,167,964 -25.3%529,6420.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$38,204,485$996,791 -2.5%580,9680.3%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$37,272,081$33,301,299 838.7%192,1340.3%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$37,071,260$26,004,668 235.0%409,4470.3%ETF
McDonald's Co. stock logo
MCD
McDonald's
$36,991,824$1,729,907 4.9%118,4230.3%Retail/Wholesale
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$35,424,856$6,239,852 21.4%744,6890.3%ETF
Xylem Inc. stock logo
XYL
Xylem
$35,408,851$2,833,229 8.7%296,4080.3%Business Services
CHENIERE ENERGY INC
$34,181,206$300,820 -0.9%147,7150.3%COM NEW
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$34,041,268$1,925,400 6.0%1,027,1960.3%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$33,786,623$1,713,217 5.3%225,3340.3%Consumer Staples
LABCORP HOLDINGS INC
$33,552,083$1,925,461 6.1%144,1610.3%COM SHS
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$33,034,417$868,047 -2.6%193,5910.3%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$31,684,450$2,927,712 10.2%238,8580.2%Medical
Bank of America Co. stock logo
BAC
Bank of America
$31,190,685$4,306,747 16.0%747,4400.2%Finance
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$30,864,123$327,630 1.1%50,7760.2%Industrials
Caesars Entertainment, Inc. stock logo
CZR
Caesars Entertainment
$30,147,825$30,147,825 New Holding1,205,9130.2%Consumer Discretionary
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$30,008,097$18,450,664 159.6%514,2780.2%ETF
Oracle Co. stock logo
ORCL
Oracle
$29,379,020$245,227 -0.8%210,1350.2%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$28,770,933$16,409,763 132.8%1,148,9990.2%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$28,701,700$6,589,699 29.8%167,9540.2%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$28,668,636$16,980,242 -37.2%587,2310.2%ETF
BLACKROCK INC
$28,425,129$9,408,157 49.5%30,0320.2%COM
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$28,407,642$213,188 -0.7%475,4420.2%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$28,278,542$5,328,946 -15.9%139,9030.2%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$27,387,071$12,117,561 79.4%52,2900.2%Medical
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$26,916,081$634,887 2.4%155,3780.2%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$26,155,822$7,609,749 -22.5%140,4040.2%ETF

Showing largest 100 holdings. View all holdings.
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