Sequoia Financial Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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

1,352 positions
Manager:
SEC
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Page 37 of 68
SPDR S&P MIDCAP 400 ETF TRUST
MDY|78467Y107
Shares:
1318(-4.2%)
Value:
$703.2M(-10.3%)
464287101
464287101
Shares:
2595(+12.0%)
Value:
$702.8M(+5.0%)
97717W547
97717W547
Shares:
8521
Value:
$700.2M
WEC ENERGY GROUP, INC.
WEC|92939U106
Shares:
6425(-8.7%)
Value:
$700.2M(+5.7%)
09290C863
09290C863
Shares:
24219
Value:
$697.3M
POSCO HOLDINGS INC.
PKX|693483109
Shares:
14663(+30.8%)
Value:
$696.9M(+43.4%)
POOL CORP
POOL|73278L105
Shares:
2188(-4.0%)
Value:
$696.6M(-10.4%)
46654Q203
46654Q203
Shares:
13355(+100.7%)
Value:
$691.5M(+84.3%)
Trade Desk, Inc.
TTD|88339J105
Shares:
12522(-5.2%)
Value:
$685.2M(-55.9%)
DT Midstream, Inc.
DTM|23345M107
Shares:
7093(-14.2%)
Value:
$684.4M(-16.7%)
Prestige Consumer Healthcare Inc.
PBH|74112D101
Shares:
7919(-8.7%)
Value:
$680.8M(+0.5%)
74347R107
74347R107
Shares:
8174(-2.4%)
Value:
$676.6M(-12.7%)
lululemon athletica inc.
LULU|550021109
Shares:
2388(+2.0%)
Value:
$676.0M(-24.4%)
Warner Bros. Discovery, Inc.
WBD|934423104
Shares:
62966(+2.6%)
Value:
$675.6M(+4.1%)
37954Y673
37954Y673
Shares:
17736(-3.7%)
Value:
$669.2M(-10.1%)
Clearfield, Inc.
CLFD|18482P103
Shares:
22501(+199.8%)
Value:
$668.7M(+187.4%)
464287440
IEF|464287440
Shares:
6982(+95.0%)
Value:
$665.8M(+101.1%)
Booz Allen Hamilton Holding Corp
BAH|099502106
Shares:
6362(+199.0%)
Value:
$665.3M(+142.9%)
Baker Hughes Co
BKR|05722G100
Shares:
15103(+26.9%)
Value:
$663.8M(+35.9%)
316092808
316092808
Shares:
4114(-5.7%)
Value:
$663.4M(-17.8%)