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

Search and click to pin securities to the top

Page 22 of 68

Sort by:

Alibaba Group Holding Ltd

BABA|01609W102

15427(+17.4%)

Value:

$2.0B(+83.0%)

FEDEX CORP

FDX|31428X106

8331(-14.4%)

Value:

$2.0B(-25.8%)

AMERICAN TOWER CORP /MA/

AMT|03027X100

9244(+1.6%)

Value:

$2.0B(+20.6%)

464287671

IUSG|464287671

15714(-0.4%)

Value:

$2.0B(-9.2%)

CrowdStrike Holdings, Inc.

CRWD|22788C105

5658(-7.5%)

Value:

$2.0B(-4.7%)

KLA CORP

KLAC|482480100

2928(+10.0%)

Value:

$2.0B(+18.7%)

464287481

IWP|464287481

16938(+3.3%)

Value:

$2.0B(-4.3%)

45782C417

55212(+7.0%)

Value:

$2.0B(+4.1%)

Ferrari N.V.

RACE|N3167Y103

4599(-0.8%)

Value:

$2.0B(-0.1%)

MICROSTRATEGY Inc

MSTR|594972408

6695(+12.8%)

Value:

$1.9B(+12.3%)

ILLINOIS TOOL WORKS INC

ITW|452308109

7752(+3.6%)

Value:

$1.9B(+1.3%)

AUTOZONE INC

AZO|053332102

501(-2.9%)

Value:

$1.9B(+15.7%)

PILGRIMS PRIDE CORP

PPC|72147K108

34895(+0.2%)

Value:

$1.9B(+20.3%)

MANULIFE FINANCIAL CORP

MFC|56501R106

60666(+1.9%)

Value:

$1.9B(+3.3%)

AFLAC INC

AFL|001055102

16969(+5.9%)

Value:

$1.9B(+13.9%)

XCEL ENERGY INC

XEL|98389B100

26448(+28.6%)

Value:

$1.9B(+34.8%)

45782C276

31109(+0.0%)

Value:

$1.9B(-4.4%)

Northwest Bancshares, Inc.

NWBI|667340103

154776(+6.8%)

Value:

$1.9B(-2.7%)

Brookfield Renewable Corp

BEPC|11285B108

66079

Value:

$1.8B

464287648

IWO|464287648

7143(+213.4%)

Value:

$1.8B(+178.2%)

Instrument	Shares		Other Manager	Value
Alibaba Group Holding Ltd(BABAcusip01609W102)	15.4K	QoQ +17.37% (+2.3K) YoY -	All Managers (Combined)	$2.0M	QoQ +83.05% (+$925.6K) YoY +1779.45% (+$1.9M)
Fedex Corp(FDXcusip31428X106)	8.3K	QoQ -14.38% (-1.4K) YoY +7.30% (-567)	All Managers (Combined)	$2.0M	QoQ -25.81% (-$706.8K) YoY -9.78% (-$220.2K)
American Tower Corp /Ma/(AMTcusip03027X100)	9.2K	QoQ +1.62% (+148) YoY -96.89% (-288.0K)	All Managers (Combined)	$2.0M	QoQ +20.57% (+$343.3K) YoY -96.57% (-$56.7M)
(IUSGcusip464287671)	15.7K	QoQ -0.38% (-61) YoY -5.70% (-950)	All Managers (Combined)	$2.0M	QoQ -9.15% (-$201.2K) YoY +2.23% (-$43.7K)
Crowdstrike Holdings, Inc.(CRWDcusip22788C105)	5.7K	QoQ -7.53% (-461) YoY +9.46% (+489)	All Managers (Combined)	$2.0M	QoQ -4.72% (-$98.9K) YoY +20.38% (+$337.8K)
Kla Corp(KLACcusip482480100)	2.9K	QoQ +10.03% (+267) YoY +67.31% (+1.2K)	All Managers (Combined)	$2.0M	QoQ +18.70% (+$313.6K) YoY +62.79% (+$767.7K)
(IWPcusip464287481)	16.9K	QoQ +3.26% (-535) YoY -5.03% (-898)	All Managers (Combined)	$2.0M	QoQ -4.28% (-$89.0K) YoY -2.24% (-$45.8K)
(cusip45782C417)✕	55.2K	QoQ +6.96% (+3.6K) YoY +6.96% (+3.6K)	All Managers (Combined)	$2.0M	QoQ +4.11% (+$78.2K) YoY +12.16% (+$214.5K)
Ferrari N.V.(RACEcusipN3167Y103)	4.6K	QoQ -0.84% (-39) YoY +7.52% (+322)	All Managers (Combined)	$2.0M	QoQ -0.13% (-$2.6K) YoY +5.54% (+$103.3K)
Microstrategy Inc(MSTRcusip594972408)	6.7K	QoQ +12.80% (+760) YoY +2929.41% (+6.5K)	All Managers (Combined)	$1.9M	QoQ +12.27% (+$211.0K) YoY +412.30% (+$1.6M)
Illinois Tool Works Inc(ITWcusip452308109)	7.8K	QoQ +3.56% (+267) YoY +31.50% (+1.9K)	All Managers (Combined)	$1.9M	QoQ +1.30% (+$24.7K) YoY +21.54% (+$340.9K)
Autozone Inc(AZOcusip053332102)	501	QoQ -2.90% (-15) YoY +7.97% (+37)	All Managers (Combined)	$1.9M	QoQ +15.71% (-$259.4K) YoY +30.61% (+$447.7K)
Pilgrims Pride Corp(PPCcusip72147K108)	34.9K	QoQ +0.17% (+60) YoY +3.32% (+1.1K)	All Managers (Combined)	$1.9M	QoQ +20.29% (+$321.0K) YoY +64.11% (+$743.1K)
Manulife Financial Corp(MFCcusip56501R106)	60.7K	QoQ +1.86% (+1.1K) YoY +34.90% (+15.7K)	All Managers (Combined)	$1.9M	QoQ +3.32% (+$60.7K) YoY +68.15% (+$765.9K)
Aflac Inc(AFLcusip001055102)	17.0K	QoQ +5.93% (+951) YoY +24.97% (+3.4K)	All Managers (Combined)	$1.9M	QoQ +13.87% (+$229.9K) YoY +61.84% (+$721.0K)
Xcel Energy Inc(XELcusip98389B100)	26.4K	QoQ +28.60% (+5.9K) YoY +348.80% (+20.6K)	All Managers (Combined)	$1.9M	QoQ +34.83% (+$483.6K) YoY +491.12% (+$1.6M)
(cusip45782C276)✕	31.1K	QoQ 0.00% (-0) YoY -4.06% (-1.3K)	All Managers (Combined)	$1.9M	QoQ -4.38% (-$85.7K) YoY -0.10% (-$2.0K)
Northwest Bancshares, Inc.(NWBIcusip667340103)	154.8K	QoQ +6.79% (-9.8K) YoY +15.41% (+20.7K)	All Managers (Combined)	$1.9M	QoQ -2.68% (-$51.2K) YoY +19.07% (+$298.0K)
Brookfield Renewable Corp(BEPCcusip11285B108)	66.1K	QoQ NEW(+66.1K) YoY NEW(+66.1K)	All Managers (Combined)	$1.8M	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
(IWOcusip464287648)	7.1K	QoQ +213.42% (+4.9K) YoY +341.19% (+5.5K)	All Managers (Combined)	$1.8M	QoQ +178.20% (+$1.2M) YoY +316.21% (+$1.4M)