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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Cloudflare, Inc.

NET|18915M107

4457(+22.1%)

Value:

$502.3M(+27.8%)

CINCINNATI FINANCIAL CORP

CINF|172062101

3391(+14.7%)

Value:

$501.0M(+17.9%)

Vulcan Materials CO

VMC|929160109

2132(-5.2%)

Value:

$497.5M(-14.1%)

92204A405

VFH|92204A405

4127(-2.3%)

Value:

$493.1M(-1.2%)

FACTSET RESEARCH SYSTEMS INC

FDS|303075105

1077(+5.7%)

Value:

$489.7M(+0.0%)

464288760

3167(+25.0%)

Value:

$484.8M(+31.7%)

CENTENE CORP

CNC|15135B101

7951(-16.6%)

Value:

$482.7M(-16.4%)

808524698

21470(+24.4%)

Value:

$482.2M(+26.6%)

POPULAR, INC.

BPOP|733174700

5218(-0.7%)

Value:

$482.0M(-2.5%)

DARDEN RESTAURANTS INC

DRI|237194105

2316(+5.1%)

Value:

$481.1M(+17.0%)

DOW INC.

DOW|260557103

13751(-14.3%)

Value:

$480.2M(-25.4%)

INTERNATIONAL PAPER CO /NEW/

IP|460146103

8994(+2.6%)

Value:

$479.8M(+1.7%)

American Healthcare REIT, Inc.

AHR|398182303

15726

Value:

$476.5M

BEST BUY CO INC

BBY|086516101

6427(+65.3%)

Value:

$473.1M(+41.8%)

HUMANA INC

HUM|444859102

1785(-7.2%)

Value:

$472.2M(-3.2%)

315948109

6560(+4.1%)

Value:

$472.1M(-8.2%)

TELEDYNE TECHNOLOGIES INC

TDY|879360105

947(+2.6%)

Value:

$471.4M(+10.0%)

46435G516

ESGD|46435G516

5769(+8.7%)

Value:

$471.3M(+16.6%)

464287556

3684(+14.9%)

Value:

$471.2M(+11.2%)

CONSTELLATION BRANDS, INC.

STZ|21036P108

2564(-54.3%)

Value:

$470.6M(-62.1%)

Instrument	Shares		Other Manager	Value
Cloudflare, Inc.(NETcusip18915M107)	4.5K	QoQ +22.14% (+808) YoY +80.59% (+2.0K)	All Managers (Combined)	$502.3K	QoQ +27.82% (+$109.3K) YoY +110.17% (+$263.3K)
Cincinnati Financial Corp(CINFcusip172062101)	3.4K	QoQ +14.67% (+434) YoY +45.34% (+1.1K)	All Managers (Combined)	$501.0K	QoQ +17.89% (+$76.0K) YoY +72.92% (+$211.3K)
Vulcan Materials Co(VMCcusip929160109)	2.1K	QoQ -5.24% (-118) YoY +21.41% (+376)	All Managers (Combined)	$497.5K	QoQ -14.06% (-$81.4K) YoY +3.78% (+$18.1K)
(VFHcusip92204A405)	4.1K	QoQ -2.34% (-99) YoY +2.99% (+120)	All Managers (Combined)	$493.1K	QoQ -1.17% (-$5.9K) YoY +20.20% (+$82.9K)
Factset Research Systems Inc(FDScusip303075105)	1.1K	QoQ +5.69% (+58) YoY +11.72% (+113)	All Managers (Combined)	$489.7K	QoQ +0.04% (+$243) YoY +11.78% (+$51.6K)
(cusip464288760)✕	3.2K	QoQ +25.02% (+634) YoY +10.57% (+303)	All Managers (Combined)	$484.8K	QoQ +31.68% (+$116.6K) YoY +28.31% (+$107.0K)
Centene Corp(CNCcusip15135B101)	8.0K	QoQ -16.58% (-1.6K) YoY -21.98% (-2.2K)	All Managers (Combined)	$482.7K	QoQ -16.40% (-$94.7K) YoY -39.65% (-$317.2K)
(cusip808524698)✕	21.5K	QoQ +24.39% (+4.2K) YoY +171.25% (+13.6K)	All Managers (Combined)	$482.2K	QoQ +26.58% (+$101.3K) YoY +36.94% (+$130.1K)
Popular, Inc.(BPOPcusip733174700)	5.2K	QoQ -0.68% (-36) YoY +6.92% (+338)	All Managers (Combined)	$482.0K	QoQ -2.46% (-$12.2K) YoY +11.35% (+$49.1K)
Darden Restaurants Inc(DRIcusip237194105)	2.3K	QoQ +5.12% (+113) YoY NEW(+2.3K)	All Managers (Combined)	$481.1K	QoQ +16.99% (+$69.9K) YoY NEW(+$481.1K)
Dow Inc.(DOWcusip260557103)	13.8K	QoQ -14.29% (-2.3K) YoY -62.75% (-23.2K)	All Managers (Combined)	$480.2K	QoQ -25.42% (-$163.7K) YoY -77.54% (-$1.7M)
International Paper Co /New/(IPcusip460146103)	9.0K	QoQ +2.63% (+231) YoY -	All Managers (Combined)	$479.8K	QoQ +1.74% (+$8.2K) YoY +1129.73% (+$440.8K)
American Healthcare Reit, Inc.(AHRcusip398182303)	15.7K	QoQ NEW(+15.7K) YoY NEW(+15.7K)	All Managers (Combined)	$476.5K	QoQ NEW(+$476.5K) YoY NEW(+$476.5K)
Best Buy Co Inc(BBYcusip086516101)	6.4K	QoQ +65.30% (+2.5K) YoY NEW(+6.4K)	All Managers (Combined)	$473.1K	QoQ +41.81% (+$139.5K) YoY NEW(+$473.1K)
Humana Inc(HUMcusip444859102)	1.8K	QoQ -7.17% (-138) YoY +10.11% (-164)	All Managers (Combined)	$472.2K	QoQ -3.21% (-$15.7K) YoY -15.97% (-$89.8K)
(cusip315948109)✕	6.6K	QoQ +4.07% (-257) YoY NEW(+6.6K)	All Managers (Combined)	$472.1K	QoQ -8.18% (-$42.1K) YoY NEW(+$472.1K)
Teledyne Technologies Inc(TDYcusip879360105)	947	QoQ +2.60% (+24) YoY +20.02% (+158)	All Managers (Combined)	$471.4K	QoQ +10.02% (+$42.9K) YoY +39.13% (+$132.6K)
(ESGDcusip46435G516)	5.8K	QoQ +8.66% (+460) YoY -16.48% (-1.1K)	All Managers (Combined)	$471.3K	QoQ +16.58% (+$67.0K) YoY -14.62% (-$80.7K)
(cusip464287556)✕	3.7K	QoQ +14.94% (+479) YoY +52.92% (+1.3K)	All Managers (Combined)	$471.2K	QoQ +11.17% (+$47.4K) YoY +42.51% (+$140.6K)
Constellation Brands, Inc.(STZcusip21036P108)	2.6K	QoQ -54.33% (-3.1K) YoY -30.68% (-1.1K)	All Managers (Combined)	$470.6K	QoQ -62.07% (-$770.3K) YoY -53.18% (-$534.6K)