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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ANALOG DEVICES INC

ADI|032654105

15218(+14.9%)

Value:

$3.1B(+9.1%)

78464A805

45086(+9.3%)

Value:

$3.1B(+4.0%)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

2135(+3.4%)

Value:

$3.1B(+24.9%)

78468R853

74869(+4.0%)

Value:

$3.1B(-5.7%)

CVS HEALTH Corp

CVS|126650100

44905(+9.1%)

Value:

$3.0B(+64.7%)

AXIS CAPITAL HOLDINGS LTD

AXS|G0692U109

30076(+1058.1%)

Value:

$3.0B(+1210.0%)

Monster Beverage Corp

MNST|61174X109

50841(-18.6%)

Value:

$3.0B(-9.3%)

REVVITY, INC.

RVTY|714046109

27921(+7.7%)

Value:

$3.0B(+2.1%)

78463X855

47251(-16.0%)

Value:

$2.9B(-12.0%)

Motorola Solutions, Inc.

MSI|620076307

6681(-4.9%)

Value:

$2.9B(-9.9%)

Elevance Health, Inc.

ELV|036752103

6717(+15.7%)

Value:

$2.9B(+36.5%)

921946406

VYM|921946406

22628(+74.0%)

Value:

$2.9B(+75.9%)

ITRON, INC.

ITRI|465741106

27638(+8.8%)

Value:

$2.9B(+5.0%)

922042676

VNQI|922042676

71065(-31.7%)

Value:

$2.9B(-30.2%)

Sony Group Corp

SONY|835699307

113092(+35.3%)

Value:

$2.9B(+62.4%)

Medtronic plc

MDT|G5960L103

31925(-8.4%)

Value:

$2.9B(+3.0%)

46641Q761

50599(+27.2%)

Value:

$2.9B(+25.5%)

Brookfield Infrastructure Corp

BIPC|11276H106

78927

Value:

$2.9B

CURTISS WRIGHT CORP

CW|231561101

8955(+5.4%)

Value:

$2.8B(-5.8%)

MARKEL GROUP INC.

MKL|570535104

1514(-6.4%)

Value:

$2.8B(+1.4%)

Instrument	Shares		Other Manager	Value
Analog Devices Inc(ADIcusip032654105)	15.2K	QoQ +14.92% (+2.0K) YoY +38.52% (+4.2K)	All Managers (Combined)	$3.1M	QoQ +9.08% (+$255.6K) YoY +41.24% (+$896.2K)
(cusip78464A805)✕	45.1K	QoQ +9.26% (+3.8K) YoY +20.42% (+7.6K)	All Managers (Combined)	$3.1M	QoQ +4.03% (+$118.8K) YoY +27.66% (+$664.6K)
O Reilly Automotive Inc(ORLYcusip67103H107)	2.1K	QoQ +3.38% (+70) YoY +30.66% (+501)	All Managers (Combined)	$3.1M	QoQ +24.92% (+$610.4K) YoY +65.79% (+$1.2M)
(cusip78468R853)✕	74.9K	QoQ +3.96% (-2.9K) YoY +3.46% (-2.5K)	All Managers (Combined)	$3.1M	QoQ -5.66% (-$183.3K) YoY -2.01% (-$62.8K)
Cvs Health Corp(CVScusip126650100)	44.9K	QoQ +9.10% (+3.7K) YoY +11.18% (-4.5K)	All Managers (Combined)	$3.0M	QoQ +64.67% (+$1.2M) YoY -5.55% (-$178.9K)
Axis Capital Holdings Ltd(AXScusipG0692U109)	30.1K	QoQ +1058.10% (+27.5K) YoY NEW(+30.1K)	All Managers (Combined)	$3.0M	QoQ +1209.95% (+$2.8M) YoY NEW(+$3.0M)
Monster Beverage Corp(MNSTcusip61174X109)	50.8K	QoQ -18.56% (-11.6K) YoY +6.91% (+3.3K)	All Managers (Combined)	$3.0M	QoQ -9.33% (-$306.2K) YoY +5.54% (+$156.3K)
Revvity, Inc.(RVTYcusip714046109)	27.9K	QoQ +7.68% (+2.0K) YoY +22.19% (+5.1K)	All Managers (Combined)	$3.0M	QoQ +2.07% (+$60.1K) YoY +23.12% (+$554.9K)
(cusip78463X855)✕	47.3K	QoQ -16.02% (-9.0K) YoY -26.99% (-17.5K)	All Managers (Combined)	$2.9M	QoQ -12.01% (-$399.9K) YoY -16.41% (-$575.3K)
Motorola Solutions, Inc.(MSIcusip620076307)	6.7K	QoQ -4.91% (-345) YoY +87.45% (+3.1K)	All Managers (Combined)	$2.9M	QoQ -9.93% (-$322.7K) YoY +131.20% (+$1.7M)
Elevance Health, Inc.(ELVcusip036752103)	6.7K	QoQ +15.73% (+913) YoY +10.56% (-642)	All Managers (Combined)	$2.9M	QoQ +36.45% (+$780.6K) YoY -7.25% (-$228.7K)
(VYMcusip921946406)	22.6K	QoQ +74.02% (+9.6K) YoY +32.05% (+5.5K)	All Managers (Combined)	$2.9M	QoQ +75.88% (+$1.3M) YoY +40.75% (+$845.0K)
Itron, Inc.(ITRIcusip465741106)	27.6K	QoQ +8.83% (+2.2K) YoY +108.27% (+14.4K)	All Managers (Combined)	$2.9M	QoQ +5.00% (+$138.1K) YoY +135.82% (+$1.7M)
(VNQIcusip922042676)	71.1K	QoQ -31.72% (-33.0K) YoY NEW(+71.1K)	All Managers (Combined)	$2.9M	QoQ -30.16% (-$1.2M) YoY NEW(+$2.9M)
Sony Group Corp(SONYcusip835699307)	113.1K	QoQ +35.32% (+29.5K) YoY +455.89% (+92.7K)	All Managers (Combined)	$2.9M	QoQ +62.38% (+$1.1M) YoY +64.61% (+$1.1M)
Medtronic Plc(MDTcusipG5960L103)	31.9K	QoQ -8.41% (-2.9K) YoY -50.87% (-33.1K)	All Managers (Combined)	$2.9M	QoQ +3.02% (-$84.2K) YoY -49.34% (-$2.8M)
(cusip46641Q761)✕	50.6K	QoQ +27.24% (+10.8K) YoY NEW(+50.6K)	All Managers (Combined)	$2.9M	QoQ +25.47% (+$580.0K) YoY NEW(+$2.9M)
Brookfield Infrastructure Corp(BIPCcusip11276H106)	78.9K	QoQ NEW(+78.9K) YoY NEW(+78.9K)	All Managers (Combined)	$2.9M	QoQ NEW(+$2.9M) YoY NEW(+$2.9M)
Curtiss Wright Corp(CWcusip231561101)	9.0K	QoQ +5.41% (-460) YoY +233.51% (+6.3K)	All Managers (Combined)	$2.8M	QoQ -5.75% (-$173.5K) YoY +313.43% (+$2.2M)
Markel Group Inc.(MKLcusip570535104)	1.5K	QoQ -6.36% (-103) YoY +60.38% (+570)	All Managers (Combined)	$2.8M	QoQ +1.39% (-$38.9K) YoY +97.05% (+$1.4M)