Sequoia Financial Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified1,063 identified289 unidentified
Holdings
1,352 positions
Manager:
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Page 50 of 68
316092782
Shares:
5924(+0.5%)
Value:
$353.0M(-2.7%)
464287523
Shares:
1800
Value:
$338.8M(+1472.2%)
78464A284
Shares:
13306
Value:
$335.6M
46137V472
Shares:
3658(+5.5%)
Value:
$334.8M(-1.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
5.8K | QoQ +4.59% (+254)YoY +9.74% (+514) | All Managers (Combined) | $356.0K | ||
31.8K | All Managers (Combined) | $355.2K | |||
3.5K | QoQ +1.31% (+46)YoY NEW(+3.5K) | All Managers (Combined) | $354.2K | YoY NEW(+$354.2K) | |
(cusip316092782)✕ | 5.9K | QoQ +0.45% (-27)YoY +1.68% (+98) | All Managers (Combined) | $353.0K | |
64.0K | All Managers (Combined) | $352.0K | |||
2.2K | QoQ -4.69% (-109)YoY -9.34% (-228) | All Managers (Combined) | $352.0K | ||
7.8K | QoQ +1.00% (+77)YoY NEW(+7.8K) | All Managers (Combined) | $350.2K | YoY NEW(+$350.2K) | |
Gold Fields Ltd(GFIcusip38059T106) | 15.8K | All Managers (Combined) | $348.1K | ||
9.6K | QoQ -6.01% (-614)YoY NEW(+9.6K) | All Managers (Combined) | $347.1K | YoY NEW(+$347.1K) | |
Watsco Inc(WSOcusip942622200) | 682 | QoQ -9.30% (-70) | All Managers (Combined) | $346.8K | |
6.5K | YoY NEW(+6.5K) | All Managers (Combined) | $345.8K | YoY NEW(+$345.8K) | |
Ncino, Inc.(NCNOcusip63947X101) | 12.5K | QoQ NEW(+12.5K) | All Managers (Combined) | $342.5K | QoQ NEW(+$342.5K) |
55.0K | All Managers (Combined) | $341.9K | |||
(cusip464287523)✕ | 1.8K | QoQ - | All Managers (Combined) | $338.8K | |
Ugi Corp /Pa/(UGIcusip902681105) | 10.2K | QoQ NEW(+10.2K) YoY NEW(+10.2K) | All Managers (Combined) | $337.5K | QoQ NEW(+$337.5K) YoY NEW(+$337.5K) |
883 | QoQ -5.15% (-48)YoY -4.22% (-39) | All Managers (Combined) | $337.3K | ||
25.8K | All Managers (Combined) | $337.3K | |||
(cusip78464A284)✕ | 13.3K | QoQ NEW(+13.3K) YoY NEW(+13.3K) | All Managers (Combined) | $335.6K | QoQ NEW(+$335.6K) YoY NEW(+$335.6K) |
(cusip46137V472)✕ | 3.7K | All Managers (Combined) | $334.8K | ||
4.5K | QoQ +2.82% (+123)YoY NEW(+4.5K) | All Managers (Combined) | $333.7K | YoY NEW(+$333.7K) |