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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82889N525

11100(+0.0%)

Value:

$556.6M(+0.9%)

Atlassian Corp

TEAM|049468101

2609(+24.3%)

Value:

$553.7M(+8.4%)

808524839

23853(-8.0%)

Value:

$552.4M(-6.1%)

FRANCO NEVADA Corp

FNV|351858105

3499(+70.6%)

Value:

$551.3M(+128.6%)

921937819

BIV|921937819

7197(-23.4%)

Value:

$551.1M(-21.5%)

RIO TINTO PLC

RIO|767204100

9090(-12.8%)

Value:

$546.1M(-10.9%)

EDISON INTERNATIONAL

EIX|281020107

9247(-7.9%)

Value:

$544.9M(-32.0%)

TC ENERGY CORP

TRP|87807B107

11539(+13.4%)

Value:

$544.8M(+15.0%)

SEMPRA

SRE|816851109

7569(-11.5%)

Value:

$540.1M(-28.0%)

92204A801

2845(+0.0%)

Value:

$537.2M(+0.5%)

Cboe Global Markets, Inc.

CBOE|12503M108

2369(-1.1%)

Value:

$536.0M(+14.5%)

HUBSPOT INC

HUBS|443573100

936(+11.4%)

Value:

$534.9M(-8.6%)

LyondellBasell Industries N.V.

LYB|N53745100

7580(-0.9%)

Value:

$533.6M(-6.1%)

INDEPENDENCE REALTY TRUST, INC.

IRT|45378A106

25035(+1.0%)

Value:

$531.5M(+8.0%)

Affirm Holdings, Inc.

AFRM|00827B106

11712(-0.8%)

Value:

$529.3M(-26.4%)

WILLIS TOWERS WATSON PLC

WTW|G96629103

1565(+1.7%)

Value:

$528.9M(+9.7%)

97717Y527

10494

Value:

$528.2M

VERISIGN INC/CA

VRSN|92343E102

2078(+6.0%)

Value:

$527.6M(+30.1%)

PRICE T ROWE GROUP INC

TROW|74144T108

5731(+3.9%)

Value:

$526.5M(-15.6%)

Midland States Bancorp, Inc.

MSBI|597742105

30732(-1.0%)

Value:

$526.1M(-30.5%)

Instrument	Shares		Other Manager	Value
(cusip82889N525)✕	11.1K	QoQ 0.00% (+0) YoY NEW(+11.1K)	All Managers (Combined)	$556.6K	QoQ +0.90% (+$5.0K) YoY NEW(+$556.6K)
Atlassian Corp(TEAMcusip049468101)	2.6K	QoQ +24.29% (+510) YoY +69.41% (+1.1K)	All Managers (Combined)	$553.7K	QoQ +8.39% (+$42.9K) YoY +84.31% (+$253.3K)
(cusip808524839)✕	23.9K	QoQ -7.98% (-2.1K) YoY -95.84% (-549.6K)	All Managers (Combined)	$552.4K	QoQ -6.12% (-$36.0K) YoY -97.90% (-$25.8M)
Franco Nevada Corp(FNVcusip351858105)	3.5K	QoQ +70.59% (+1.4K) YoY NEW(+3.5K)	All Managers (Combined)	$551.3K	QoQ +128.56% (+$310.1K) YoY NEW(+$551.3K)
(BIVcusip921937819)	7.2K	QoQ -23.40% (-2.2K) YoY NEW(+7.2K)	All Managers (Combined)	$551.1K	QoQ -21.51% (-$151.1K) YoY NEW(+$551.1K)
Rio Tinto Plc(RIOcusip767204100)	9.1K	QoQ -12.81% (-1.3K) YoY -4.19% (-398)	All Managers (Combined)	$546.1K	QoQ -10.93% (-$67.1K) YoY -9.70% (-$58.7K)
Edison International(EIXcusip281020107)	9.2K	QoQ -7.88% (-791) YoY +29.91% (+2.1K)	All Managers (Combined)	$544.9K	QoQ -32.01% (-$256.6K) YoY +8.22% (+$41.4K)
Tc Energy Corp(TRPcusip87807B107)	11.5K	QoQ +13.38% (+1.4K) YoY +40.83% (+3.3K)	All Managers (Combined)	$544.8K	QoQ +15.03% (+$71.2K) YoY +65.39% (+$215.4K)
Sempra(SREcusip816851109)	7.6K	QoQ -11.51% (-985) YoY +19.97% (+1.3K)	All Managers (Combined)	$540.1K	QoQ -28.02% (-$210.3K) YoY +19.18% (+$86.9K)
(cusip92204A801)✕	2.8K	QoQ 0.00% (+0) YoY NEW(+2.8K)	All Managers (Combined)	$537.2K	QoQ +0.51% (+$2.8K) YoY NEW(+$537.2K)
Cboe Global Markets, Inc.(CBOEcusip12503M108)	2.4K	QoQ -1.08% (-26) YoY +52.64% (+817)	All Managers (Combined)	$536.0K	QoQ +14.52% (-$68.0K) YoY +87.95% (+$250.8K)
Hubspot Inc(HUBScusip443573100)	936	QoQ +11.42% (-96) YoY +76.27% (+405)	All Managers (Combined)	$534.9K	QoQ -8.60% (-$50.4K) YoY +60.64% (+$201.9K)
Lyondellbasell Industries N.V.(LYBcusipN53745100)	7.6K	QoQ -0.91% (-70) YoY -88.74% (-59.8K)	All Managers (Combined)	$533.6K	QoQ -6.08% (-$34.6K) YoY -92.25% (-$6.4M)
Independence Realty Trust, Inc.(IRTcusip45378A106)	25.0K	QoQ +0.96% (+240) YoY -25.66% (-8.6K)	All Managers (Combined)	$531.5K	QoQ +8.04% (+$39.6K) YoY -2.15% (-$11.7K)
Affirm Holdings, Inc.(AFRMcusip00827B106)	11.7K	QoQ -0.81% (-96) YoY +33.21% (+2.9K)	All Managers (Combined)	$529.3K	QoQ -26.39% (-$189.8K) YoY +61.56% (+$201.7K)
Willis Towers Watson Plc(WTWcusipG96629103)	1.6K	QoQ +1.68% (+26) YoY +37.04% (+423)	All Managers (Combined)	$528.9K	QoQ +9.74% (+$47.0K) YoY +68.41% (+$214.9K)
(cusip97717Y527)✕	10.5K	QoQ NEW(+10.5K) YoY NEW(+10.5K)	All Managers (Combined)	$528.2K	QoQ NEW(+$528.2K) YoY NEW(+$528.2K)
Verisign Inc/Ca(VRSNcusip92343E102)	2.1K	QoQ +6.02% (+118) YoY +24.72% (+412)	All Managers (Combined)	$527.6K	QoQ +30.05% (+$121.9K) YoY +67.13% (+$211.9K)
Price T Rowe Group Inc(TROWcusip74144T108)	5.7K	QoQ +3.86% (-213) YoY +97.55% (+2.8K)	All Managers (Combined)	$526.5K	QoQ -15.62% (-$97.5K) YoY +48.85% (+$172.8K)
Midland States Bancorp, Inc.(MSBIcusip597742105)	30.7K	QoQ -0.98% (-305) YoY NEW(+30.7K)	All Managers (Combined)	$526.1K	QoQ -30.52% (-$231.2K) YoY NEW(+$526.1K)