Sequoia Financial Advisors, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 1,352
Total Value: 11922197977
Accession Number: 0001085146-25-002275
Form Type: 13F-HR
CIK: 0001599900
Manager Name: Sequoia Financial Advisors, LLC

Data Enrichment

79% identified

1,063 identified289 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,352 positions • $11,922,197.977K total value

1,352 positions

Manager:

SEC FilingSEC DataHachi Filing

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78464A409

SPYG|78464A409

104755(+4.7%)

Value:

$8.4B(-4.3%)

TransDigm Group INC

TDG|893641100

6086(-6.6%)

Value:

$8.4B(+1.9%)

46641Q654

163984(-3.5%)

Value:

$8.3B(-3.3%)

464287168

DVY|464287168

61502(-4.0%)

Value:

$8.3B(-1.8%)

78468R622

86074(-31.8%)

Value:

$8.2B(-31.9%)

389637109

125277(+8.0%)

Value:

$8.2B(-5.0%)

Jefferies Financial Group Inc.

JEF|47233W109

148717(+3.4%)

Value:

$8.0B(-29.4%)

316188309

172333(-16.6%)

Value:

$7.9B(-15.1%)

SOUTHERN CO

SO|842587107

84943(+30.3%)

Value:

$7.8B(+45.6%)

81369Y803

XLK|81369Y803

37779(+17.4%)

Value:

$7.8B(+4.3%)

922042742

VT|922042742

66933(+7.3%)

Value:

$7.8B(+5.9%)

922908751

VB|922908751

34669(+18.9%)

Value:

$7.7B(+9.7%)

GLOBAL PAYMENTS INC

GPN|37940X102

77029(+12.6%)

Value:

$7.5B(-1.6%)

GILEAD SCIENCES, INC.

GILD|375558103

65000(-30.6%)

Value:

$7.3B(-15.8%)

US BANCORP \DE\

USB|902973304

172295(+30.6%)

Value:

$7.3B(+15.3%)

92206C771

155577(-21.5%)

Value:

$7.2B(-19.8%)

GE Vernova Inc.

GEV|36828A101

23348(+6.8%)

Value:

$7.1B(-0.9%)

KIMBERLY CLARK CORP

KMB|494368103

49750(-5.7%)

Value:

$7.1B(+2.3%)

CONOCOPHILLIPS

COP|20825C104

66934(-2.6%)

Value:

$7.0B(+3.1%)

WILLIAMS SONOMA INC

WSM|969904101

44398(+26.4%)

Value:

$7.0B(+7.9%)

Instrument	Shares		Other Manager	Value
(SPYGcusip78464A409)	104.8K	QoQ +4.71% (-4.7K) YoY -	All Managers (Combined)	$8.4M	QoQ -4.25% (-$374.5K) YoY +1544.20% (+$7.9M)
Transdigm Group Inc(TDGcusip893641100)	6.1K	QoQ -6.62% (-432) YoY -8.16% (-541)	All Managers (Combined)	$8.4M	QoQ +1.92% (-$159.4K) YoY +3.15% (-$257.1K)
(cusip46641Q654)✕	164.0K	QoQ -3.53% (-6.0K) YoY +13.79% (+19.9K)	All Managers (Combined)	$8.3M	QoQ -3.26% (-$281.6K) YoY +14.04% (+$1.0M)
(DVYcusip464287168)	61.5K	QoQ -4.00% (-2.6K) YoY +38.28% (+17.0K)	All Managers (Combined)	$8.3M	QoQ -1.81% (-$152.6K) YoY +50.76% (+$2.8M)
(cusip78468R622)✕	86.1K	QoQ -31.79% (-40.1K) YoY NEW(+86.1K)	All Managers (Combined)	$8.2M	QoQ -31.91% (-$3.8M) YoY NEW(+$8.2M)
(cusip389637109)✕	125.3K	QoQ +7.95% (-9.2K) YoY -28.40% (-49.7K)	All Managers (Combined)	$8.2M	QoQ -4.95% (-$425.5K) YoY -26.13% (-$2.9M)
Jefferies Financial Group Inc.(JEFcusip47233W109)	148.7K	QoQ +3.36% (-4.8K) YoY +1929.98% (+141.4K)	All Managers (Combined)	$8.0M	QoQ -29.36% (-$3.3M) YoY +2365.84% (+$7.6M)
(cusip316188309)✕	172.3K	QoQ -16.58% (-34.3K) YoY -92.92% (-2.3M)	All Managers (Combined)	$7.9M	QoQ -15.13% (-$1.4M) YoY -92.87% (-$102.6M)
Southern Co(SOcusip842587107)	84.9K	QoQ +30.31% (+19.8K) YoY +86.88% (+39.5K)	All Managers (Combined)	$7.8M	QoQ +45.56% (+$2.4M) YoY +139.53% (+$4.5M)
(XLKcusip81369Y803)	37.8K	QoQ +17.40% (+5.6K) YoY +56.88% (+13.7K)	All Managers (Combined)	$7.8M	QoQ +4.25% (+$318.5K) YoY +55.53% (+$2.8M)
(VTcusip922042742)	66.9K	QoQ +7.34% (+4.6K) YoY +3.06% (+2.0K)	All Managers (Combined)	$7.8M	QoQ +5.94% (+$435.3K) YoY +8.14% (+$584.4K)
(VBcusip922908751)	34.7K	QoQ +18.90% (+5.5K) YoY +174.12% (+22.0K)	All Managers (Combined)	$7.7M	QoQ +9.73% (+$682.3K) YoY +165.93% (+$4.8M)
Global Payments Inc(GPNcusip37940X102)	77.0K	QoQ +12.58% (-8.6K) YoY +196.00% (+51.0K)	All Managers (Combined)	$7.5M	QoQ -1.62% (-$124.5K) YoY +116.85% (+$4.1M)
Gilead Sciences, Inc.(GILDcusip375558103)	65.0K	QoQ -30.56% (-28.6K) YoY -38.00% (-39.9K)	All Managers (Combined)	$7.3M	QoQ -15.77% (-$1.4M) YoY -5.17% (-$397.3K)
Us Bancorp \De\(USBcusip902973304)	172.3K	QoQ +30.57% (+40.3K) YoY +35.89% (+45.5K)	All Managers (Combined)	$7.3M	QoQ +15.25% (+$962.9K) YoY +28.35% (+$1.6M)
(cusip92206C771)✕	155.6K	QoQ -21.49% (-42.6K) YoY -70.92% (-379.5K)	All Managers (Combined)	$7.2M	QoQ -19.81% (-$1.8M) YoY -70.47% (-$17.2M)
Ge Vernova Inc.(GEVcusip36828A101)	23.3K	QoQ +6.76% (-1.5K) YoY NEW(+23.3K)	All Managers (Combined)	$7.1M	QoQ -0.90% (-$65.3K) YoY NEW(+$7.1M)
Kimberly Clark Corp(KMBcusip494368103)	49.8K	QoQ -5.70% (-3.0K) YoY +9.58% (+4.3K)	All Managers (Combined)	$7.1M	QoQ +2.34% (-$161.8K) YoY +20.48% (+$1.2M)
Conocophillips(COPcusip20825C104)	66.9K	QoQ -2.64% (-1.8K) YoY +76.85% (+29.1K)	All Managers (Combined)	$7.0M	QoQ +3.09% (-$211.0K) YoY +45.92% (+$2.2M)
Williams Sonoma Inc(WSMcusip969904101)	44.4K	QoQ +26.37% (+9.3K) YoY +290.03% (+33.0K)	All Managers (Combined)	$7.0M	QoQ +7.89% (+$513.5K) YoY +94.19% (+$3.4M)