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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WYNN RESORTS LTD

WYNN|983134107

525353(+0.0%)

Value:

$43.9B(-3.1%)

BROOKFIELD Corp /ON/

BN.TO|11271J107

807058(-12.2%)

Value:

$42.3B(-19.9%)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

170440(+30.6%)

Value:

$41.6B(+50.0%)

CATERPILLAR INC

CAT|149123101

125429(+3.5%)

Value:

$41.4B(-5.9%)

WASTE MANAGEMENT INC

WM|94106L109

177269(+1.2%)

Value:

$41.0B(+16.1%)

92206C714

497002(+9.0%)

Value:

$41.0B(+10.8%)

025072802

580604

Value:

$40.5B

Arthur J. Gallagher & Co.

AJG|363576109

116791(+44.8%)

Value:

$40.3B(+76.1%)

921937835

BND|921937835

529642(-25.3%)

Value:

$38.9B(-23.7%)

78464A854

SPLG|78464A854

580968(-2.5%)

Value:

$38.2B(-7.0%)

921908844

VIG|921908844

192134(+838.6%)

Value:

$37.3B(+829.8%)

922908553

VNQ|922908553

409447(+235.0%)

Value:

$37.1B(+240.5%)

MCDONALDS CORP

MCD|580135101

118423(+4.9%)

Value:

$37.0B(+13.0%)

25434V849

744689(+21.4%)

Value:

$35.4B(+20.9%)

Xylem Inc.

XYL|98419M100

296408(+8.7%)

Value:

$35.4B(+11.9%)

Cheniere Energy, Inc.

LNG|16411R208

147715(-0.9%)

Value:

$34.2B(+6.8%)

25434V831

1027196(+6.0%)

Value:

$34.0B(+4.0%)

PEPSICO INC

PEP|713448108

225334(+5.3%)

Value:

$33.8B(+3.9%)

LABCORP HOLDINGS INC.

LH|504922105

144161(+6.1%)

Value:

$33.6B(+7.7%)

Palo Alto Networks Inc

PANW|697435105

193591(-2.6%)

Value:

$33.0B(-8.6%)

Instrument	Shares		Other Manager	Value
Wynn Resorts Ltd(WYNNcusip983134107)	525.4K	QoQ +0.01% (-71) YoY +13812.95% (+521.6K)	All Managers (Combined)	$43.9M	QoQ -3.07% (-$1.4M) YoY +11263.79% (+$43.5M)
Brookfield Corp /On/(BN.TOcusip11271J107)	807.1K	QoQ -12.21% (-112.3K) YoY +4981.58% (+791.2K)	All Managers (Combined)	$42.3M	QoQ -19.91% (-$10.5M) YoY +6260.77% (+$41.6M)
Marsh & Mclennan Companies, Inc.(MMCcusip571748102)	170.4K	QoQ +30.59% (+39.9K) YoY +97.13% (+84.0K)	All Managers (Combined)	$41.6M	QoQ +50.03% (+$13.9M) YoY +133.54% (+$23.8M)
Caterpillar Inc(CATcusip149123101)	125.4K	QoQ +3.47% (-4.2K) YoY -	All Managers (Combined)	$41.4M	QoQ -5.92% (-$2.6M) YoY +112790.73% (+$41.3M)
Waste Management Inc(WMcusip94106L109)	177.3K	QoQ +1.22% (+2.1K) YoY +157.98% (+108.6K)	All Managers (Combined)	$41.0M	QoQ +16.13% (+$5.7M) YoY +180.20% (+$26.4M)
(cusip92206C714)✕	497.0K	QoQ +9.03% (+41.2K) YoY +25.44% (+100.8K)	All Managers (Combined)	$41.0M	QoQ +10.76% (+$4.0M) YoY +31.66% (+$9.9M)
(cusip025072802)✕	580.6K	QoQ NEW(+580.6K) YoY NEW(+580.6K)	All Managers (Combined)	$40.5M	QoQ NEW(+$40.5M) YoY NEW(+$40.5M)
Arthur J. Gallagher & Co.(AJGcusip363576109)	116.8K	QoQ +44.76% (+36.1K) YoY +170.43% (+73.6K)	All Managers (Combined)	$40.3M	QoQ +76.07% (+$17.4M) YoY +273.40% (+$29.5M)
(BNDcusip921937835)	529.6K	QoQ -25.28% (-179.3K) YoY +1348.33% (+493.1K)	All Managers (Combined)	$38.9M	QoQ -23.68% (-$12.1M) YoY +1364.70% (+$36.2M)
(SPLGcusip78464A854)	581.0K	QoQ -2.54% (-15.2K) YoY -6.54% (-40.7K)	All Managers (Combined)	$38.2M	QoQ -7.03% (-$2.9M) YoY -0.11% (-$44.0K)
(VIGcusip921908844)	192.1K	QoQ +838.65% (+171.7K) YoY +1340.82% (+178.8K)	All Managers (Combined)	$37.3M	QoQ +829.83% (+$33.3M) YoY +1430.60% (+$34.8M)
(VNQcusip922908553)	409.4K	QoQ +234.98% (+287.2K) YoY +2542.61% (+394.0K)	All Managers (Combined)	$37.1M	QoQ +240.47% (+$26.2M) YoY +2666.59% (+$35.7M)
Mcdonalds Corp(MCDcusip580135101)	118.4K	QoQ +4.90% (+5.5K) YoY +76.74% (+51.4K)	All Managers (Combined)	$37.0M	QoQ +13.04% (+$4.3M) YoY +95.81% (+$18.1M)
(cusip25434V849)✕	744.7K	QoQ +21.38% (+131.2K) YoY +17.52% (+111.0K)	All Managers (Combined)	$35.4M	QoQ +20.87% (+$6.1M) YoY +16.25% (+$5.0M)
Xylem Inc.(XYLcusip98419M100)	296.4K	QoQ +8.69% (+23.7K) YoY +99.98% (+148.2K)	All Managers (Combined)	$35.4M	QoQ +11.92% (+$3.8M) YoY +84.84% (+$16.3M)
Cheniere Energy, Inc.(LNGcusip16411R208)	147.7K	QoQ -0.87% (-1.3K) YoY +5.23% (+7.3K)	All Managers (Combined)	$34.2M	QoQ +6.75% (-$2.2M) YoY +50.98% (+$11.5M)
(cusip25434V831)✕	1.0M	QoQ +5.99% (+58.1K) YoY +23.95% (+198.5K)	All Managers (Combined)	$34.0M	QoQ +3.95% (+$1.3M) YoY +29.95% (+$7.8M)
Pepsico Inc(PEPcusip713448108)	225.3K	QoQ +5.34% (+11.4K) YoY +64.25% (+88.1K)	All Managers (Combined)	$33.8M	QoQ +3.87% (+$1.3M) YoY +40.72% (+$9.8M)
Labcorp Holdings Inc.(LHcusip504922105)	144.2K	QoQ +6.08% (+8.3K) YoY NEW(+144.2K)	All Managers (Combined)	$33.6M	QoQ +7.67% (+$2.4M) YoY NEW(+$33.6M)
Palo Alto Networks Inc(PANWcusip697435105)	193.6K	QoQ -2.56% (-5.1K) YoY +16.69% (-27.7K)	All Managers (Combined)	$33.0M	QoQ -8.62% (-$3.1M) YoY -29.91% (-$14.1M)