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 3 of 68

Sort by:

Walmart Inc.

WMT|931142103

725508(-0.3%)

Value:

$63.7B(-3.2%)

922908736

VUG|922908736

170093(-3.1%)

Value:

$63.1B(-12.5%)

EXXON MOBIL CORP

XOM|30231G102

519462(-2.8%)

Value:

$61.8B(+7.5%)

92206C870

VCIT|92206C870

753910(+25.6%)

Value:

$61.6B(+27.9%)

25434V203

1842584(+14.8%)

Value:

$57.5B(+22.8%)

HOME DEPOT, INC.

HD|437076102

156165(+22.1%)

Value:

$57.2B(+15.1%)

808524201

SCHX|808524201

2534479(+0.1%)

Value:

$56.0B(-4.6%)

921943858

VEA|921943858

1087885(+73.6%)

Value:

$55.3B(+84.5%)

Planet Fitness, Inc.

PLNT|72703H101

562920

Value:

$54.4B

PROCTER & GAMBLE Co

PG|742718109

317814(+8.6%)

Value:

$54.2B(+10.4%)

SHERWIN WILLIAMS CO

SHW|824348106

152602(+54.4%)

Value:

$53.3B(+58.6%)

25434V609

1014429(+27.1%)

Value:

$52.2B(+17.6%)

464287200

IVV|464287200

88916(+4.0%)

Value:

$50.0B(-0.7%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

100191(+5.9%)

Value:

$49.9B(+1.3%)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

105720(+5.8%)

Value:

$49.6B(-3.0%)

69374H873

1491259

Value:

$46.8B

AMGEN INC

AMGN|031162100

149061(+3.6%)

Value:

$46.4B(+23.9%)

HONEYWELL INTERNATIONAL INC

HON|438516106

217529(+6.4%)

Value:

$46.1B(-0.2%)

VICI PROPERTIES INC.

VICI|925652109

1400543(+0.1%)

Value:

$45.7B(+11.7%)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

179625(+3.3%)

Value:

$44.7B(+16.8%)

Instrument	Shares		Other Manager	Value
Walmart Inc.(WMTcusip931142103)	725.5K	QoQ -0.35% (-2.6K) YoY +13.23% (+84.8K)	All Managers (Combined)	$63.7M	QoQ -3.17% (-$2.1M) YoY +65.21% (+$25.1M)
(VUGcusip922908736)	170.1K	QoQ -3.15% (-5.5K) YoY +15.53% (+22.9K)	All Managers (Combined)	$63.1M	QoQ -12.50% (-$9.0M) YoY +24.47% (+$12.4M)
Exxon Mobil Corp(XOMcusip30231G102)	519.5K	QoQ -2.75% (-14.7K) YoY +33.44% (+130.2K)	All Managers (Combined)	$61.8M	QoQ +7.51% (-$4.3M) YoY +36.53% (+$16.5M)
(VCITcusip92206C870)	753.9K	QoQ +25.55% (+153.4K) YoY +13.51% (+89.7K)	All Managers (Combined)	$61.6M	QoQ +27.88% (+$13.4M) YoY +15.27% (+$8.2M)
(cusip25434V203)✕	1.8M	QoQ +14.81% (+237.7K) YoY +42.59% (+550.4K)	All Managers (Combined)	$57.5M	QoQ +22.79% (+$10.7M) YoY +47.35% (+$18.5M)
Home Depot, Inc.(HDcusip437076102)	156.2K	QoQ +22.15% (+28.3K) YoY +77.81% (+68.3K)	All Managers (Combined)	$57.2M	QoQ +15.08% (+$7.5M) YoY +69.88% (+$23.5M)
(SCHXcusip808524201)	2.5M	QoQ +0.13% (-3.3K) YoY +152.54% (-1.5M)	All Managers (Combined)	$56.0M	QoQ -4.62% (-$2.7M) YoY -10.14% (-$6.3M)
(VEAcusip921943858)	1.1M	QoQ +73.59% (+461.2K) YoY +1251.51% (+1.0M)	All Managers (Combined)	$55.3M	QoQ +84.51% (+$25.3M) YoY +1269.28% (+$51.3M)
Planet Fitness, Inc.(PLNTcusip72703H101)	562.9K	QoQ NEW(+562.9K) YoY +35.65% (+148.0K)	All Managers (Combined)	$54.4M	QoQ NEW(+$54.4M) YoY +109.26% (+$28.4M)
Procter & Gamble Co(PGcusip742718109)	317.8K	QoQ +8.60% (+25.2K) YoY +27.63% (+68.8K)	All Managers (Combined)	$54.2M	QoQ +10.40% (+$5.1M) YoY +34.06% (+$13.8M)
Sherwin Williams Co(SHWcusip824348106)	152.6K	QoQ +54.39% (+53.8K) YoY +183.23% (+98.7K)	All Managers (Combined)	$53.3M	QoQ +58.60% (+$19.7M) YoY +184.75% (+$34.6M)
(cusip25434V609)✕	1.0M	QoQ +27.10% (+216.3K) YoY +41.21% (+296.1K)	All Managers (Combined)	$52.2M	QoQ +17.58% (+$7.8M) YoY +33.58% (+$13.1M)
(IVVcusip464287200)	88.9K	QoQ +4.05% (-3.5K) YoY -7.69% (-7.4K)	All Managers (Combined)	$50.0M	QoQ -0.67% (-$339.7K) YoY -1.34% (-$678.8K)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	100.2K	QoQ +5.94% (+5.6K) YoY +25.81% (+20.6K)	All Managers (Combined)	$49.9M	QoQ +1.33% (+$656.4K) YoY +7.71% (+$3.6M)
Invesco Qqq Trust, Series 1(QQQcusip46090E103)	105.7K	QoQ +5.76% (-5.8K) YoY +11.41% (+10.8K)	All Managers (Combined)	$49.6M	QoQ -2.98% (-$1.5M) YoY +17.66% (+$7.4M)
(cusip69374H873)✕	1.5M	QoQ NEW(+1.5M) YoY NEW(+1.5M)	All Managers (Combined)	$46.8M	QoQ NEW(+$46.8M) YoY NEW(+$46.8M)
Amgen Inc(AMGNcusip031162100)	149.1K	QoQ +3.63% (+5.2K) YoY +25.57% (+30.4K)	All Managers (Combined)	$46.4M	QoQ +23.87% (+$9.0M) YoY +37.59% (+$12.7M)
Honeywell International Inc(HONcusip438516106)	217.5K	QoQ +6.42% (-13.1K) YoY +18.76% (+34.4K)	All Managers (Combined)	$46.1M	QoQ -0.24% (-$110.9K) YoY +22.53% (+$8.5M)
Vici Properties Inc.(VICIcusip925652109)	1.4M	QoQ +0.06% (+847) YoY -1.59% (-22.7K)	All Managers (Combined)	$45.7M	QoQ +11.74% (+$4.8M) YoY +6.27% (-$2.7M)
International Business Machines Corp(IBMcusip459200101)	179.6K	QoQ +3.27% (+5.7K) YoY +108.79% (+93.6K)	All Managers (Combined)	$44.7M	QoQ +16.81% (+$6.4M) YoY +171.88% (+$28.2M)