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

About Sequoia Financial Advisors, LLC

Investment Activity

Sequoia Financial Advisors, LLC has $14.61 billion in total holdings as of June 30, 2025.
Sequoia Financial Advisors, LLC owns shares of 1,553 different stocks, but just 119 companies or ETFs make up 80% of its holdings.
Approximately 7.31% of the portfolio was purchased this quarter.
About 3.39% of the portfolio was sold this quarter.
This quarter, Sequoia Financial Advisors, LLC has purchased 1,352 new stocks and bought additional shares in 863 stocks.
Sequoia Financial Advisors, LLC sold shares of 372 stocks and completely divested from 59 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $1,080,542,649
EA SERIES TRUST: $986,855,810
iShares Core MSCI Total International Stock ETF: $429,025,232
NVIDIA: $378,976,592
Microsoft: $363,101,212

Largest New Holdings this Quarter

26142V105 - DraftKings: $16,030,997 Holding
46435UAA9 - iShares iBonds Dec 2027 Term Corporate ETF: $1,941,722 Holding
46435GAA0 - iShares iBonds Dec 2026 Term Corporate ETF: $1,935,732 Holding
46434VBD1 - iShares iBonds Dec 2025 Term Corporate ETF: $1,932,238 Holding
092528843 - BLACKROCK ETF TRUST II: $1,635,379 Holding

Largest Purchases this Quarter

Dimensional US Core Equity Market ETF: 1,034,590 shares (about $43.83M)
iShares Core MSCI Total International Stock ETF: 497,578 shares (about $38.47M)
Dimensional Core Fixed Income ETF: 765,145 shares (about $32.34M)
Vanguard Total Stock Market ETF: 96,600 shares (about $29.36M)
iShares MSCI ACWI ETF: 201,224 shares (about $25.88M)

Largest Sales this Quarter

Thermo Fisher Scientific: 85,560 shares (about $34.69M)
Schwab US Large-Cap ETF: 1,124,082 shares (about $27.47M)
Vanguard Total Bond Market ETF: 290,018 shares (about $21.35M)
Vanguard Total International Bond ETF: 357,184 shares (about $17.68M)
Caesars Entertainment: 610,915 shares (about $17.34M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$1,080,542,649	$29,359,632 ▲	2.8%	3,555,236	7.4%	ETF
EA SERIES TRUST	$986,855,810	$3,147,820 ▲	0.3%	33,727,130	6.8%	CCM GLOBAL EQUIT
IXUS iShares Core MSCI Total International Stock ETF	$429,025,232	$38,467,758 ▲	9.8%	5,549,414	2.9%	Manufacturing
NVDA NVIDIA	$378,976,592	$23,615,396 ▲	6.6%	2,398,738	2.6%	Computer and Technology
MSFT Microsoft	$363,101,212	$22,785,878 ▲	6.7%	729,983	2.5%	Computer and Technology
VONG Vanguard Russell 1000 Growth ETF	$358,564,450	$3,931,965 ▲	1.1%	3,283,557	2.5%	ETF
AAPL Apple	$327,712,505	$15,320,044 ▲	4.9%	1,597,273	2.2%	Computer and Technology
DSTL Distillate U.S. Fundamental Stability & Value ETF	$299,091,298	$7,892,467 ▲	2.7%	5,403,637	2.0%	ETF
DFAU Dimensional US Core Equity Market ETF	$282,214,390	$43,825,232 ▲	18.4%	6,662,285	1.9%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$250,748,042	$1,805,127 ▼	-0.7%	3,154,064	1.7%	ETF
AMZN Amazon.com	$243,919,404	$9,402,839 ▲	4.0%	1,111,807	1.7%	Retail/Wholesale
BSV Vanguard Short-Term Bond ETF	$199,339,081	$1,978,912 ▼	-1.0%	2,532,898	1.4%	ETF
MUB iShares National Muni Bond ETF	$174,990,720	$10,208,845 ▲	6.2%	1,674,873	1.2%	ETF
AVGO Broadcom	$170,630,422	$16,927,119 ▲	11.0%	619,011	1.2%	Computer and Technology
ACWI iShares MSCI ACWI ETF	$170,523,175	$25,877,400 ▲	17.9%	1,325,997	1.2%	Manufacturing
META Meta Platforms	$155,387,104	$15,434,935 ▲	11.0%	210,526	1.1%	Computer and Technology
GLD SPDR Gold Shares	$145,821,483	$9,455,519 ▲	6.9%	478,370	1.0%	Finance
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$137,484,949	$12,598,834 ▲	10.1%	4,632,242	0.9%	ETF
DIHP Dimensional International High Profitability ETF	$129,292,307	$1,917,587 ▲	1.5%	4,384,277	0.9%	ETF
JPIE JPMorgan Income ETF	$124,856,348	$24,843,037 ▲	24.8%	2,695,517	0.9%	ETF
DFCF Dimensional Core Fixed Income ETF	$121,659,004	$32,335,024 ▲	36.2%	2,878,822	0.8%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$120,186,779	$25,793,348 ▲	27.3%	4,528,515	0.8%	ETF
VTV Vanguard Value ETF	$120,065,977	$9,058,452 ▼	-7.0%	679,337	0.8%	ETF
BINC iShares Flexible Income Active ETF	$119,230,870	$23,812,346 ▲	25.0%	2,256,451	0.8%	ETF
SPY SPDR S&P 500 ETF Trust	$116,154,497	$2,573,344 ▲	2.3%	187,998	0.8%	Finance
IJR iShares Core S&P Small-Cap ETF	$112,363,577	$8,595,550 ▲	8.3%	1,028,123	0.8%	ETF
BRK.B Berkshire Hathaway	$110,740,959	$318,179 ▲	0.3%	227,970	0.8%	Finance
LLY Eli Lilly and Company	$109,290,939	$17,469,276 ▲	19.0%	140,201	0.7%	Medical
GOOG Alphabet	$105,539,751	$7,296,404 ▲	7.4%	594,959	0.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$104,457,947	$3,369,910 ▲	3.3%	360,312	0.7%	Finance
DFUS Dimensional U.S. Equity ETF	$96,295,889	$1,286,583 ▼	-1.3%	1,436,823	0.7%	ETF
GS The Goldman Sachs Group	$95,326,515	$5,833,963 ▲	6.5%	134,690	0.7%	Finance
COWZ Pacer US Cash Cows 100 ETF	$93,785,904	$100,337 ▲	0.1%	1,702,103	0.6%	ETF
RTX RTX	$88,568,916	$8,922,703 ▲	11.2%	606,553	0.6%	Aerospace
SPGM SPDR Portfolio MSCI Global Stock Market ETF	$88,366,423	$6,525,191 ▼	-6.9%	1,280,673	0.6%	ETF
TKO GROUP HOLDINGS INC	$85,569,085	$37,300 ▲	0.0%	470,289	0.6%	CL A
AVUV Avantis U.S. Small Cap Value ETF	$85,568,301	$6,295,100 ▲	7.9%	939,279	0.6%	ETF
GOOGL Alphabet	$85,557,180	$8,600,903 ▲	11.2%	485,486	0.6%	Computer and Technology
V Visa	$82,197,645	$4,024,138 ▲	5.1%	231,510	0.6%	Business Services
DFAI Dimensional International Core Equity Market ETF	$80,736,609	$17,038,481 ▲	26.7%	2,335,453	0.6%	ETF
MGV Vanguard Mega Cap Value ETF	$80,715,562	$107,059 ▼	-0.1%	615,210	0.6%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$79,852,567	$837,678 ▲	1.1%	1,628,647	0.5%	ETF
COST Costco Wholesale	$74,800,870	$5,437,741 ▲	7.8%	75,561	0.5%	Retail/Wholesale
WMT Walmart	$73,904,875	$2,964,690 ▲	4.2%	755,828	0.5%	Retail/Wholesale
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$73,331,836	$10,817,583 ▲	17.3%	884,368	0.5%	ETF
VUG Vanguard Growth ETF	$73,310,875	$1,258,213 ▼	-1.7%	167,223	0.5%	ETF
CRM Salesforce	$70,107,698	$1,813,659 ▲	2.7%	257,097	0.5%	Computer and Technology
XOM Exxon Mobil	$68,788,149	$12,790,146 ▲	22.8%	638,109	0.5%	Energy
DFAT Dimensional U.S. Targeted Value ETF	$68,062,442	$13,323,856 ▲	24.3%	1,261,350	0.5%	ETF
CAT Caterpillar	$66,365,096	$17,672,151 ▲	36.3%	170,951	0.5%	Industrials
SGOV iShares 0-3 Month Treasury Bond ETF	$64,632,707	$4,082,979 ▼	-5.9%	641,898	0.4%	ETF
HD Home Depot	$62,554,751	$5,298,323 ▲	9.3%	170,616	0.4%	Retail/Wholesale
PLNT Planet Fitness	$61,388,935	$2,508 ▲	0.0%	562,943	0.4%	Consumer Discretionary
QQQ Invesco QQQ	$57,804,190	$515,232 ▼	-0.9%	104,786	0.4%	Finance
IBM International Business Machines	$55,960,395	$3,010,585 ▲	5.7%	189,838	0.4%	Computer and Technology
IVV iShares Core S&P 500 ETF	$54,853,602	$354,535 ▼	-0.6%	88,345	0.4%	ETF
HON Honeywell International	$53,477,874	$2,819,712 ▲	5.6%	229,637	0.4%	Multi-Sector Conglomerates
PG Procter & Gamble	$52,810,929	$2,176,790 ▲	4.3%	331,477	0.4%	Consumer Staples
VEA Vanguard FTSE Developed Markets ETF	$52,093,870	$9,926,470 ▼	-16.0%	913,767	0.4%	ETF
ICOW Pacer Developed Markets International Cash Cows 100 ETF	$51,288,737	$541,179 ▲	1.1%	1,507,162	0.4%	ETF
VIG Vanguard Dividend Appreciation ETF	$51,012,253	$11,688,112 ▲	29.7%	249,241	0.3%	ETF
VONV Vanguard Russell 1000 Value ETF	$50,237,223	$7,887,714 ▲	18.6%	589,570	0.3%	ETF
BN Brookfield	$49,776,017	$140,523 ▼	-0.3%	804,786	0.3%	Finance
WYNN Wynn Resorts	$49,223,586	$13,769 ▲	0.0%	525,500	0.3%	Consumer Discretionary
ORCL Oracle	$47,791,372	$1,849,608 ▲	4.0%	218,595	0.3%	Computer and Technology
ABT Abbott Laboratories	$47,662,099	$15,175,037 ▲	46.7%	350,431	0.3%	Medical
AVDV Avantis International Small Cap Value ETF	$47,497,183	$1,466,917 ▲	3.2%	599,107	0.3%	ETF
VICI VICI Properties	$46,779,199	$1,121,505 ▲	2.5%	1,434,945	0.3%	Finance
AMGN Amgen	$43,843,553	$2,224,189 ▲	5.3%	157,027	0.3%	Medical
WM Waste Management	$42,850,345	$2,287,738 ▲	5.6%	187,267	0.3%	Business Services
XYL Xylem	$40,940,476	$2,597,159 ▲	6.8%	316,485	0.3%	Business Services
SPLG SPDR Portfolio S&P 500 ETF	$40,883,405	$1,347,164 ▼	-3.2%	562,435	0.3%	ETF
MMC Marsh & McLennan Companies	$40,388,282	$3,123,273 ▲	8.4%	184,725	0.3%	Finance
PALANTIR TECHNOLOGIES INC	$40,264,534	$1,439,538 ▲	3.7%	295,368	0.3%	CL A
PANW Palo Alto Networks	$39,719,350	$102,934 ▲	0.3%	194,094	0.3%	Computer and Technology
JNJ Johnson & Johnson	$39,443,838	$1,658,412 ▲	4.4%	258,224	0.3%	Medical
AJG Arthur J. Gallagher & Co.	$38,985,025	$1,598,033 ▲	4.3%	121,783	0.3%	Finance
ETN Eaton	$38,646,402	$20,300,642 ▲	110.7%	108,256	0.3%	Industrials
BAC Bank of America	$38,481,719	$3,112,896 ▲	8.8%	813,224	0.3%	Finance
LABCORP HOLDINGS INC	$38,320,370	$476,718 ▲	1.3%	145,977	0.3%	COM SHS
PH Parker-Hannifin	$37,512,738	$2,047,216 ▲	5.8%	53,707	0.3%	Industrials
DFNM Dimensional National Municipal Bond ETF	$37,070,937	$1,750,356 ▲	5.0%	781,593	0.3%	ETF
MCD McDonald's	$37,008,962	$2,409,239 ▲	7.0%	126,669	0.3%	Retail/Wholesale
SHW Sherwin-Williams	$36,862,753	$15,534,622 ▼	-29.6%	107,359	0.3%	Basic Materials
CHENIERE ENERGY INC	$36,333,585	$362,113 ▲	1.0%	149,202	0.2%	COM NEW
IJH iShares Core S&P Mid-Cap ETF	$36,299,646	$4,404,105 ▲	13.8%	585,289	0.2%	ETF
PWR Quanta Services	$35,898,235	$11,027,812 ▲	44.3%	94,949	0.2%	Construction
BLACKROCK INC	$35,314,822	$3,803,554 ▲	12.1%	33,657	0.2%	COM
VNQ Vanguard Real Estate ETF	$34,964,770	$1,500,572 ▼	-4.1%	392,598	0.2%	ETF
SCHX Schwab US Large-Cap ETF	$34,470,094	$27,472,557 ▼	-44.4%	1,410,397	0.2%	ETF
DUHP Dimensional US High Profitability ETF	$32,611,696	$3,915,406 ▼	-10.7%	917,089	0.2%	ETF
TSLA Tesla	$32,518,800	$3,811,596 ▲	13.3%	102,370	0.2%	Auto/Tires/Trucks
PGR Progressive	$30,839,263	$9,079,680 ▲	41.7%	115,563	0.2%	Finance
DD DuPont de Nemours	$30,763,536	$13,200,844 ▲	75.2%	448,513	0.2%	Basic Materials
SCHG Schwab U.S. Large-Cap Growth ETF	$30,347,228	$3,215,027 ▼	-9.6%	1,038,933	0.2%	ETF
SCHW Charles Schwab	$30,123,787	$182,389 ▲	0.6%	330,159	0.2%	Finance
DFAS Dimensional U.S. Small Cap ETF	$29,211,735	$1,078,674 ▼	-3.6%	458,511	0.2%	ETF
MS Morgan Stanley	$28,202,690	$1,750,184 ▲	6.6%	200,218	0.2%	Finance
BX Blackstone	$28,192,058	$2,820,178 ▲	11.1%	188,475	0.2%	Finance
IVW iShares S&P 500 Growth ETF	$28,064,337	$505,028 ▲	1.8%	254,899	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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

About Sequoia Financial Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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

About Sequoia Financial Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSequoia Financial Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools