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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Preferred Bank

PFBC|740367404

3779(-1.2%)

Value:

$316.2M(-4.3%)

464287192

4923

Value:

$315.2M

45782C797

8084(+0.0%)

Value:

$314.1M(-1.8%)

PINNACLE WEST CAPITAL CORP

PNW|723484101

3289(+0.9%)

Value:

$313.3M(+13.3%)

33939L407

8067(-1.9%)

Value:

$313.1M(+4.7%)

DOLLAR TREE, INC.

DLTR|256746108

4166(-17.8%)

Value:

$312.7M(-17.7%)

78464A375

9400(-16.4%)

Value:

$312.5M(-15.1%)

PTC INC.

PTC|69370C100

2014(+8.3%)

Value:

$312.1M(-8.7%)

46435U861

6432

Value:

$312.1M

Barings BDC, Inc.

BBDC|06759L103

32643(-11.9%)

Value:

$311.4M(-12.2%)

81752T528

11718(+1.9%)

Value:

$311.3M(+0.5%)

LG Display Co., Ltd.

LPL|50186V102

99944(+161.2%)

Value:

$310.8M(+164.6%)

Doximity, Inc.

DOCS|26622P107

5352(+1.2%)

Value:

$310.6M(+10.0%)

464287788

2746(+18.9%)

Value:

$309.9M(+21.4%)

SKYWEST INC

SKYW|830879102

3537(+1.2%)

Value:

$309.0M(-11.7%)

07725L102

1134

Value:

$308.6M

HEICO CORP

HEI|422806109

1150(+18.2%)

Value:

$307.3M(+32.8%)

BCE INC

BCE|05534B760

13326(+43.5%)

Value:

$306.0M(+42.1%)

81752T486

11942(+1.5%)

Value:

$304.6M(+1.7%)

464287119

3740(-0.6%)

Value:

$302.9M(-10.2%)

Instrument	Shares		Other Manager	Value
Preferred Bank(PFBCcusip740367404)	3.8K	QoQ -1.22% (-47) YoY -5.38% (-215)	All Managers (Combined)	$316.2K	QoQ -4.33% (-$14.3K) YoY +3.10% (-$9.5K)
(cusip464287192)✕	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$315.2K	QoQ NEW(+$315.2K) YoY NEW(+$315.2K)
(cusip45782C797)✕	8.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$314.1K	QoQ -1.81% (-$5.8K) YoY +3.62% (+$11.0K)
Pinnacle West Capital Corp(PNWcusip723484101)	3.3K	QoQ +0.88% (+29) YoY +10.70% (+318)	All Managers (Combined)	$313.3K	QoQ +13.34% (+$36.9K) YoY +41.09% (+$91.2K)
(cusip33939L407)✕	8.1K	QoQ -1.92% (-158) YoY -14.20% (-1.3K)	All Managers (Combined)	$313.1K	QoQ +4.69% (-$14.0K) YoY -18.93% (-$73.1K)
Dollar Tree, Inc.(DLTRcusip256746108)	4.2K	QoQ -17.84% (-905) YoY -17.57% (-888)	All Managers (Combined)	$312.7K	QoQ -17.70% (-$67.3K) YoY -53.52% (-$360.2K)
(cusip78464A375)✕	9.4K	QoQ -16.36% (-1.8K) YoY +34.20% (+2.4K)	All Managers (Combined)	$312.5K	QoQ -15.13% (-$55.7K) YoY +36.46% (+$83.5K)
Ptc Inc.(PTCcusip69370C100)	2.0K	QoQ +8.27% (-154) YoY +79.82% (+894)	All Managers (Combined)	$312.1K	QoQ -8.73% (-$29.9K) YoY +47.50% (+$100.5K)
(cusip46435U861)✕	6.4K	QoQ NEW(+6.4K) YoY NEW(+6.4K)	All Managers (Combined)	$312.1K	QoQ NEW(+$312.1K) YoY NEW(+$312.1K)
Barings Bdc, Inc.(BBDCcusip06759L103)	32.6K	QoQ -11.93% (-4.4K) YoY -17.97% (-7.2K)	All Managers (Combined)	$311.4K	QoQ -12.21% (-$43.3K) YoY -15.85% (-$58.7K)
(cusip81752T528)✕	11.7K	QoQ +1.91% (+220) YoY NEW(+11.7K)	All Managers (Combined)	$311.3K	QoQ +0.47% (+$1.5K) YoY NEW(+$311.3K)
Lg Display Co., Ltd.(LPLcusip50186V102)	99.9K	QoQ +161.18% (+61.7K) YoY +12.60% (-11.2K)	All Managers (Combined)	$310.8K	QoQ +164.59% (+$193.4K) YoY -14.58% (-$53.1K)
Doximity, Inc.(DOCScusip26622P107)	5.4K	QoQ +1.19% (+63) YoY NEW(+5.4K)	All Managers (Combined)	$310.6K	QoQ +9.98% (+$28.2K) YoY NEW(+$310.6K)
(cusip464287788)✕	2.7K	QoQ +18.92% (+437) YoY NEW(+2.7K)	All Managers (Combined)	$309.9K	QoQ +21.36% (+$54.6K) YoY NEW(+$309.9K)
Skywest Inc(SKYWcusip830879102)	3.5K	QoQ +1.23% (-43) YoY -7.38% (-282)	All Managers (Combined)	$309.0K	QoQ -11.66% (-$40.8K) YoY +17.13% (-$45.2K)
(cusip07725L102)✕	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$308.6K	QoQ NEW(+$308.6K) YoY NEW(+$308.6K)
Heico Corp(HEIcusip422806109)	1.1K	QoQ +18.19% (+177) YoY NEW(+1.1K)	All Managers (Combined)	$307.3K	QoQ +32.83% (+$75.9K) YoY NEW(+$307.3K)
Bce Inc(BCEcusip05534B760)	13.3K	QoQ +43.47% (+4.0K) YoY NEW(+13.3K)	All Managers (Combined)	$306.0K	QoQ +42.11% (+$90.7K) YoY NEW(+$306.0K)
(cusip81752T486)✕	11.9K	QoQ +1.48% (+175) YoY NEW(+11.9K)	All Managers (Combined)	$304.6K	QoQ +1.68% (+$5.0K) YoY NEW(+$304.6K)
(cusip464287119)✕	3.7K	QoQ -0.63% (-24) YoY +14.19% (+465)	All Managers (Combined)	$302.9K	QoQ -10.18% (-$34.4K) YoY +22.53% (+$55.7K)