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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DOVER Corp

DOV|260003108

2982(+4.9%)

Value:

$523.9M(-1.8%)

DEXCOM INC

DXCM|252131107

7664(-9.7%)

Value:

$523.4M(-20.7%)

RESMED INC

RMD|761152107

2337(-6.6%)

Value:

$523.1M(-8.6%)

American Water Works Company, Inc.

AWK|030420103

3532(-0.6%)

Value:

$521.0M(+17.8%)

45783Y244

19152(+0.0%)

Value:

$520.4M(-0.4%)

Aon plc

AON|G0403H108

Value:

$518.8M(+11.1%)

Bancorp, Inc.

TBBK|05969A105

9810

Value:

$518.4M

INSULET CORP

PODD|45784P101

1972(-9.1%)

Value:

$517.8M(-8.6%)

46138G649

2656(+91.6%)

Value:

$512.7M(+75.7%)

REGIONS FINANCIAL CORP

RF|7591EP100

23544(-3.9%)

Value:

$511.6M(-11.2%)

464288356

9080(+0.1%)

Value:

$511.0M(-1.7%)

ZEBRA TECHNOLOGIES CORP

ZBRA|989207105

1804(-0.9%)

Value:

$509.7M(-27.5%)

46435U549

10734(+23.7%)

Value:

$509.7M(+26.5%)

CARNIVAL CORP

CCL|143658300

25993(-9.3%)

Value:

$507.6M(-28.9%)

25434V682

15056

Value:

$507.1M

BARCLAYS PLC

BCS|06738E204

32981(+5.0%)

Value:

$506.6M(+21.4%)

OMNICOM GROUP INC.

OMC|681919106

6098(-86.9%)

Value:

$505.6M(-87.3%)

MOLINA HEALTHCARE, INC.

MOH|60855R100

1529(-0.2%)

Value:

$503.6M(+12.9%)

PPL Corp

PPL|69351T106

13938(+17.9%)

Value:

$503.3M(+31.1%)

092528504

9702

Value:

$502.4M

Instrument	Shares		Other Manager	Value
Dover Corp(DOVcusip260003108)	3.0K	QoQ +4.88% (-139) YoY +51.75% (+1.0K)	All Managers (Combined)	$523.9K	QoQ -1.75% (-$9.4K) YoY +50.44% (+$175.7K)
Dexcom Inc(DXCMcusip252131107)	7.7K	QoQ -9.71% (-825) YoY +10.57% (-733)	All Managers (Combined)	$523.4K	QoQ -20.71% (-$136.8K) YoY -45.55% (-$438.0K)
Resmed Inc(RMDcusip761152107)	2.3K	QoQ -6.59% (-165) YoY +26.80% (+494)	All Managers (Combined)	$523.1K	QoQ -8.56% (-$49.0K) YoY +43.31% (+$158.1K)
American Water Works Company, Inc.(AWKcusip030420103)	3.5K	QoQ -0.61% (-22) YoY +48.46% (+1.2K)	All Managers (Combined)	$521.0K	QoQ +17.76% (-$78.6K) YoY +79.22% (+$230.3K)
(cusip45783Y244)✕	19.2K	QoQ 0.00% (-0) YoY NEW(+19.2K)	All Managers (Combined)	$520.4K	QoQ -0.36% (-$1.9K) YoY NEW(+$520.4K)
Aon Plc(AONcusipG0403H108)	—	QoQ - YoY -	All Managers (Combined)	$518.8K	QoQ +11.11% (+$51.9K) YoY -79.83% (-$2.1M)
Bancorp, Inc.(TBBKcusip05969A105)	9.8K	QoQ NEW(+9.8K) YoY NEW(+9.8K)	All Managers (Combined)	$518.4K	QoQ NEW(+$518.4K) YoY NEW(+$518.4K)
Insulet Corp(PODDcusip45784P101)	2.0K	QoQ -9.12% (-198) YoY +2.07% (+40)	All Managers (Combined)	$517.8K	QoQ -8.59% (-$48.7K) YoY +56.36% (+$186.6K)
(cusip46138G649)✕	2.7K	QoQ +91.63% (+1.3K) YoY +137.35% (+1.5K)	All Managers (Combined)	$512.7K	QoQ +75.73% (+$220.9K) YoY +150.74% (+$308.2K)
Regions Financial Corp(RFcusip7591EP100)	23.5K	QoQ -3.90% (-956) YoY +34.03% (+6.0K)	All Managers (Combined)	$511.6K	QoQ -11.21% (-$64.6K) YoY +38.39% (+$141.9K)
(cusip464288356)✕	9.1K	QoQ +0.07% (-7) YoY NEW(+9.1K)	All Managers (Combined)	$511.0K	QoQ -1.66% (-$8.7K) YoY NEW(+$511.0K)
Zebra Technologies Corp(ZBRAcusip989207105)	1.8K	QoQ -0.87% (-16) YoY NEW(+1.8K)	All Managers (Combined)	$509.7K	QoQ -27.48% (-$193.2K) YoY NEW(+$509.7K)
(cusip46435U549)✕	10.7K	QoQ +23.72% (+2.1K) YoY -40.01% (-7.2K)	All Managers (Combined)	$509.7K	QoQ +26.49% (+$106.7K) YoY -39.48% (-$332.5K)
Carnival Corp(CCLcusip143658300)	26.0K	QoQ -9.29% (-2.7K) YoY +2.18% (+556)	All Managers (Combined)	$507.6K	QoQ -28.91% (-$206.5K) YoY +22.13% (+$92.0K)
(cusip25434V682)✕	15.1K	QoQ NEW(+15.1K) YoY NEW(+15.1K)	All Managers (Combined)	$507.1K	QoQ NEW(+$507.1K) YoY NEW(+$507.1K)
Barclays Plc(BCScusip06738E204)	33.0K	QoQ +5.00% (+1.6K) YoY +42.22% (+9.8K)	All Managers (Combined)	$506.6K	QoQ +21.35% (+$89.2K) YoY +131.16% (+$287.4K)
Omnicom Group Inc.(OMCcusip681919106)	6.1K	QoQ -86.87% (-40.4K) YoY -89.86% (-54.1K)	All Managers (Combined)	$505.6K	QoQ -87.35% (-$3.5M) YoY -91.31% (-$5.3M)
Molina Healthcare, Inc.(MOHcusip60855R100)	1.5K	QoQ -0.19% (-3) YoY +34.83% (+395)	All Managers (Combined)	$503.6K	QoQ +12.95% (-$57.7K) YoY +8.13% (+$37.9K)
Ppl Corp(PPLcusip69351T106)	13.9K	QoQ +17.89% (+2.1K) YoY NEW(+13.9K)	All Managers (Combined)	$503.3K	QoQ +31.15% (+$119.6K) YoY NEW(+$503.3K)
(cusip092528504)✕	9.7K	QoQ NEW(+9.7K) YoY NEW(+9.7K)	All Managers (Combined)	$502.4K	QoQ NEW(+$502.4K) YoY NEW(+$502.4K)