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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72201R833

34030(-2.0%)

Value:

$3.4B(-1.7%)

CAMECO CORP

CCJ|13321L108

82939(+6.2%)

Value:

$3.4B(-15.0%)

SCHLUMBERGER LIMITED/NV

SLB|806857108

81040(-83.7%)

Value:

$3.4B(-82.2%)

ADOBE INC.

ADBE|00724F101

8590(+4.6%)

Value:

$3.3B(-9.8%)

921909768

VXUS|921909768

53028(-26.1%)

Value:

$3.3B(-22.1%)

SYNOPSYS INC

SNPS|871607107

7665(+5.9%)

Value:

$3.3B(-6.4%)

025072604

AVEM|025072604

54062

Value:

$3.3B

SAP SE

SAP|803054204

12041(+6.7%)

Value:

$3.2B(+16.3%)

Sunrise Communications AG

SNRE|867975104

66788(-23.4%)

Value:

$3.2B(-14.2%)

TRAVELERS COMPANIES, INC.

TRV|89417E109

12177(+3.3%)

Value:

$3.2B(+13.4%)

CDW Corp

CDW|12514G108

19995(+8.7%)

Value:

$3.2B(+0.1%)

HSBC HOLDINGS PLC

HSBC|404280406

55785(+1.8%)

Value:

$3.2B(+18.2%)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

13441(+11.9%)

Value:

$3.2B(-4.4%)

Dell Technologies Inc.

DELL|24703L202

35049(-1.6%)

Value:

$3.2B(-22.1%)

GLOBE LIFE INC.

GL|37959E102

24184(+693.4%)

Value:

$3.2B(+837.1%)

808524771

FNDX|808524771

132044(+11.1%)

Value:

$3.1B(+10.7%)

12532H104

31191(-0.1%)

Value:

$3.1B(-8.7%)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

10150(-2.0%)

Value:

$3.1B(+2.3%)

78464A763

SDY|78464A763

22798(+51.0%)

Value:

$3.1B(+55.1%)

Woodward, Inc.

WWD|980745103

16912(+8.6%)

Value:

$3.1B(+19.1%)

Instrument	Shares		Other Manager	Value
(cusip72201R833)✕	34.0K	QoQ -2.00% (-697) YoY +6.70% (+2.1K)	All Managers (Combined)	$3.4M	QoQ -1.73% (-$60.4K) YoY +6.79% (+$217.8K)
Cameco Corp(CCJcusip13321L108)	82.9K	QoQ +6.15% (-4.8K) YoY +14.42% (+10.5K)	All Managers (Combined)	$3.4M	QoQ -14.97% (-$601.4K) YoY +8.71% (+$273.8K)
Schlumberger Limited/Nv(SLBcusip806857108)	81.0K	QoQ -83.69% (-415.9K) YoY -82.34% (-378.0K)	All Managers (Combined)	$3.4M	QoQ -82.22% (-$15.7M) YoY -86.53% (-$21.8M)
Adobe Inc.(ADBEcusip00724F101)	8.6K	QoQ +4.61% (-379) YoY +2.50% (-210)	All Managers (Combined)	$3.3M	QoQ -9.77% (-$356.8K) YoY -22.09% (-$934.3K)
(VXUScusip921909768)	53.0K	QoQ -26.10% (-18.7K) YoY +72.34% (+22.3K)	All Managers (Combined)	$3.3M	QoQ -22.12% (-$935.6K) YoY +77.48% (+$1.4M)
Synopsys Inc(SNPScusip871607107)	7.7K	QoQ +5.88% (-426) YoY +65.44% (+3.0K)	All Managers (Combined)	$3.3M	QoQ -6.44% (-$226.3K) YoY +24.15% (+$639.6K)
(AVEMcusip025072604)	54.1K	QoQ NEW(+54.1K) YoY NEW(+54.1K)	All Managers (Combined)	$3.3M	QoQ NEW(+$3.3M) YoY NEW(+$3.3M)
Sap Se(SAPcusip803054204)	12.0K	QoQ +6.65% (+751) YoY +16.91% (+1.7K)	All Managers (Combined)	$3.2M	QoQ +16.27% (+$452.5K) YoY +60.91% (+$1.2M)
Sunrise Communications Ag(SNREcusip867975104)	66.8K	QoQ -23.44% (-20.5K) YoY NEW(+66.8K)	All Managers (Combined)	$3.2M	QoQ -14.18% (-$533.1K) YoY NEW(+$3.2M)
Travelers Companies, Inc.(TRVcusip89417E109)	12.2K	QoQ +3.30% (+390) YoY +69.73% (+5.0K)	All Managers (Combined)	$3.2M	QoQ +13.42% (+$381.0K) YoY +95.04% (+$1.6M)
Cdw Corp(CDWcusip12514G108)	20.0K	QoQ +8.72% (+1.6K) YoY -4.12% (-861)	All Managers (Combined)	$3.2M	QoQ +0.11% (+$3.7K) YoY -39.93% (-$2.1M)
Hsbc Holdings Plc(HSBCcusip404280406)	55.8K	QoQ +1.76% (+970) YoY +114.33% (+29.8K)	All Managers (Combined)	$3.2M	QoQ +18.16% (+$492.6K) YoY +212.72% (+$2.2M)
Marriott International Inc /Md/(MARcusip571903202)	13.4K	QoQ +11.92% (-1.4K) YoY +97.22% (+6.6K)	All Managers (Combined)	$3.2M	QoQ -4.42% (-$148.3K) YoY +86.18% (+$1.5M)
Dell Technologies Inc.(DELLcusip24703L202)	35.0K	QoQ -1.58% (-564) YoY +159.33% (+21.5K)	All Managers (Combined)	$3.2M	QoQ -22.15% (-$909.3K) YoY +107.15% (+$1.7M)
Globe Life Inc.(GLcusip37959E102)	24.2K	QoQ +693.43% (+21.1K) YoY +796.36% (+21.5K)	All Managers (Combined)	$3.2M	QoQ +837.08% (+$2.8M) YoY +914.59% (+$2.9M)
(FNDXcusip808524771)	132.0K	QoQ +11.07% (+13.2K) YoY +334.85% (+101.7K)	All Managers (Combined)	$3.1M	QoQ +10.74% (+$302.6K) YoY +52.35% (+$1.1M)
(cusip12532H104)✕	31.2K	QoQ -0.05% (-18) YoY +0.83% (-258)	All Managers (Combined)	$3.1M	QoQ -8.73% (-$298.0K) YoY -8.89% (-$304.0K)
Automatic Data Processing Inc(ADPcusip053015103)	10.2K	QoQ -1.97% (-205) YoY +31.54% (+2.4K)	All Managers (Combined)	$3.1M	QoQ +2.31% (-$70.0K) YoY +60.94% (+$1.2M)
(SDYcusip78464A763)	22.8K	QoQ +51.02% (+7.7K) YoY +70.56% (+9.4K)	All Managers (Combined)	$3.1M	QoQ +55.11% (+$1.1M) YoY +76.33% (+$1.3M)
Woodward, Inc.(WWDcusip980745103)	16.9K	QoQ +8.57% (+1.3K) YoY +28.60% (+3.8K)	All Managers (Combined)	$3.1M	QoQ +19.05% (+$494.0K) YoY +52.28% (+$1.1M)