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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97717W307

DLN|97717W307

7827

Value:

$621.2M

808524730

20103(+23.6%)

Value:

$619.2M(+31.1%)

81369Y860

14782(-95.2%)

Value:

$618.6M(-95.1%)

Phillips Edison & Company, Inc.

PECO|71844V201

16765(-26.0%)

Value:

$611.8M(-27.9%)

92206C599

2478(+0.0%)

Value:

$611.5M(-5.0%)

MIZUHO FINANCIAL GROUP INC

MFG|60687Y109

109517(+5.6%)

Value:

$603.4M(+19.0%)

464287721

4284(-8.3%)

Value:

$601.7M(-19.3%)

Veralto Corp

VLTO|92338C103

6168(-1.8%)

Value:

$601.1M(-6.1%)

Princeton Bancorp, Inc.

BPRN|74179A107

19668(+0.0%)

Value:

$600.9M(-11.3%)

PDD Holdings Inc.

PDD|722304102

5050(+10.6%)

Value:

$597.7M(+34.9%)

FIFTH THIRD BANCORP

FITB|316773100

15182(-6.0%)

Value:

$595.1M(-12.8%)

DOLLAR GENERAL CORP

DG|256677105

6759(+23.8%)

Value:

$594.3M(+43.6%)

AVALONBAY COMMUNITIES INC

AVB|053484101

2757(-0.8%)

Value:

$591.7M(-3.2%)

46436E320

18813

Value:

$591.7M

TYLER TECHNOLOGIES INC

TYL|902252105

1017(+15.0%)

Value:

$591.3M(+15.9%)

92189F676

2795(+33.5%)

Value:

$591.1M(+16.6%)

PPG INDUSTRIES INC

PPG|693506107

5398(-9.9%)

Value:

$590.3M(-17.6%)

ANSYS INC

ANSS|03662Q105

1864(+8.6%)

Value:

$589.9M(+1.9%)

MFA FINANCIAL, INC.

MFA|55272X607

57361

Value:

$588.5M

STARZ ENTERTAINMENT CORP /CN/

LGF-B|535919500

74273(+2.7%)

Value:

$588.2M(+7.7%)

Instrument	Shares		Other Manager	Value
(DLNcusip97717W307)	7.8K	QoQ NEW(+7.8K) YoY NEW(+7.8K)	All Managers (Combined)	$621.2K	QoQ NEW(+$621.2K) YoY NEW(+$621.2K)
(cusip808524730)✕	20.1K	QoQ +23.64% (+3.8K) YoY NEW(+20.1K)	All Managers (Combined)	$619.2K	QoQ +31.09% (+$146.9K) YoY NEW(+$619.2K)
(cusip81369Y860)✕	14.8K	QoQ -95.20% (-293.2K) YoY -37.47% (-8.9K)	All Managers (Combined)	$618.6K	QoQ -95.06% (-$11.9M) YoY -33.80% (-$316.0K)
Phillips Edison & Company, Inc.(PECOcusip71844V201)	16.8K	QoQ -25.98% (-5.9K) YoY NEW(+16.8K)	All Managers (Combined)	$611.8K	QoQ -27.90% (-$236.8K) YoY NEW(+$611.8K)
(cusip92206C599)✕	2.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$611.5K	QoQ -4.99% (-$32.2K) YoY +5.92% (+$34.2K)
Mizuho Financial Group Inc(MFGcusip60687Y109)	109.5K	QoQ +5.59% (+5.8K) YoY +9.88% (+9.9K)	All Managers (Combined)	$603.4K	QoQ +18.98% (+$96.3K) YoY +52.12% (+$206.8K)
(cusip464287721)✕	4.3K	QoQ -8.34% (-390) YoY +11.59% (+445)	All Managers (Combined)	$601.7K	QoQ -19.29% (-$143.9K) YoY +16.03% (+$83.2K)
Veralto Corp(VLTOcusip92338C103)	6.2K	QoQ -1.84% (-116) YoY +17.17% (+904)	All Managers (Combined)	$601.1K	QoQ -6.08% (-$39.0K) YoY +28.79% (+$134.4K)
Princeton Bancorp, Inc.(BPRNcusip74179A107)	19.7K	QoQ 0.00% (-0) YoY NEW(+19.7K)	All Managers (Combined)	$600.9K	QoQ -11.26% (-$76.3K) YoY NEW(+$600.9K)
Pdd Holdings Inc.(PDDcusip722304102)	5.0K	QoQ +10.55% (+482) YoY +19.98% (+841)	All Managers (Combined)	$597.7K	QoQ +34.88% (+$154.6K) YoY +22.14% (+$108.4K)
Fifth Third Bancorp(FITBcusip316773100)	15.2K	QoQ -5.99% (-969) YoY +34.02% (+3.9K)	All Managers (Combined)	$595.1K	QoQ -12.84% (-$87.7K) YoY +41.19% (+$173.6K)
Dollar General Corp(DGcusip256677105)	6.8K	QoQ +23.81% (+1.3K) YoY +37.32% (-1.8K)	All Managers (Combined)	$594.3K	QoQ +43.59% (+$180.4K) YoY -22.62% (-$173.8K)
Avalonbay Communities Inc(AVBcusip053484101)	2.8K	QoQ -0.75% (-21) YoY +36.55% (+738)	All Managers (Combined)	$591.7K	QoQ -3.18% (-$19.5K) YoY +57.97% (+$217.1K)
(cusip46436E320)✕	18.8K	QoQ NEW(+18.8K) YoY NEW(+18.8K)	All Managers (Combined)	$591.7K	QoQ NEW(+$591.7K) YoY NEW(+$591.7K)
Tyler Technologies Inc(TYLcusip902252105)	1.0K	QoQ +15.04% (+133) YoY +25.09% (+204)	All Managers (Combined)	$591.3K	QoQ +15.94% (+$81.3K) YoY +71.11% (+$245.7K)
(cusip92189F676)✕	2.8K	QoQ +33.47% (+701) YoY +54.50% (+986)	All Managers (Combined)	$591.1K	QoQ +16.56% (+$84.0K) YoY +45.19% (+$184.0K)
Ppg Industries Inc(PPGcusip693506107)	5.4K	QoQ -9.95% (-597) YoY -6.89% (-400)	All Managers (Combined)	$590.3K	QoQ -17.56% (-$125.8K) YoY -29.74% (-$249.9K)
Ansys Inc(ANSScusip03662Q105)	1.9K	QoQ +8.62% (+148) YoY +44.04% (+570)	All Managers (Combined)	$589.9K	QoQ +1.93% (+$11.2K) YoY +31.36% (+$140.9K)
Mfa Financial, Inc.(MFAcusip55272X607)	57.4K	QoQ NEW(+57.4K) YoY NEW(+57.4K)	All Managers (Combined)	$588.5K	QoQ NEW(+$588.5K) YoY NEW(+$588.5K)
Starz Entertainment Corp /Cn/(LGF-Bcusip535919500)	74.3K	QoQ +2.66% (+1.9K) YoY +46.86% (+23.7K)	All Managers (Combined)	$588.2K	QoQ +7.69% (+$42.0K) YoY +24.93% (+$117.4K)