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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464287838

2070

Value:

$279.0M

PLDT Inc.

PHI|69344D408

12737(+9.5%)

Value:

$278.6M(+8.1%)

46435G326

4033(-30.8%)

Value:

$277.8M(-26.1%)

SiriusPoint Ltd

SPNT|G8192H106

16036(-0.2%)

Value:

$277.3M(+5.3%)

Paycom Software, Inc.

PAYC|70432V102

1266(+1.5%)

Value:

$276.6M(+8.2%)

Meritage Homes CORP

MTH|59001A102

3901(+136.0%)

Value:

$276.5M(+8.7%)

IMPERIAL OIL LTD

IMO|453038408

3823(-2.4%)

Value:

$276.5M(+14.6%)

Encompass Health Corp

EHC|29261A100

2727(+6.7%)

Value:

$276.2M(+17.1%)

92206C649

2072(+4.1%)

Value:

$275.8M(-4.2%)

Upstart Holdings, Inc.

UPST|91680M107

5920(-0.3%)

Value:

$272.5M(-25.5%)

46434V878

5360

Value:

$271.8M

72201R817

2797(+1.9%)

Value:

$270.7M(+3.7%)

464288745

1518

Value:

$269.7M

Weave Communications, Inc.

WEAV|94724R108

24281(-10.4%)

Value:

$269.3M(-37.6%)

45783Y343

10150

Value:

$268.5M

NVR INC

NVR|62944T105

37(-21.3%)

Value:

$268.0M(-30.3%)

SS&C Technologies Holdings Inc

SSNC|78467J100

3191(-6.2%)

Value:

$266.6M(+3.4%)

78464A870

3282(-12.5%)

Value:

$266.2M(-21.2%)

Okta, Inc.

OKTA|679295105

2518

Value:

$265.0M

Vitesse Energy, Inc.

VTS|92852X103

10743(-7.2%)

Value:

$264.2M(-8.7%)

Instrument	Shares		Other Manager	Value
(cusip464287838)✕	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$279.0K	QoQ NEW(+$279.0K) YoY NEW(+$279.0K)
Pldt Inc.(PHIcusip69344D408)	12.7K	QoQ +9.52% (+1.1K) YoY +46.06% (+4.0K)	All Managers (Combined)	$278.6K	QoQ +8.14% (+$21.0K) YoY +29.54% (+$63.5K)
(cusip46435G326)✕	4.0K	QoQ -30.84% (-1.8K) YoY -84.69% (-22.3K)	All Managers (Combined)	$277.8K	QoQ -26.10% (-$98.2K) YoY -84.29% (-$1.5M)
Siriuspoint Ltd(SPNTcusipG8192H106)	16.0K	QoQ -0.18% (-30) YoY -7.55% (-1.3K)	All Managers (Combined)	$277.3K	QoQ +5.29% (-$13.9K) YoY +25.75% (-$56.8K)
Paycom Software, Inc.(PAYCcusip70432V102)	1.3K	QoQ +1.52% (+19) YoY NEW(+1.3K)	All Managers (Combined)	$276.6K	QoQ +8.21% (+$21.0K) YoY NEW(+$276.6K)
Meritage Homes Corp(MTHcusip59001A102)	3.9K	QoQ +135.99% (+2.2K) YoY +130.96% (-2.2K)	All Managers (Combined)	$276.5K	QoQ +8.74% (+$22.2K) YoY -6.69% (-$19.8K)
Imperial Oil Ltd(IMOcusip453038408)	3.8K	QoQ -2.37% (-93) YoY +9.25% (+324)	All Managers (Combined)	$276.5K	QoQ +14.62% (-$35.3K) YoY +14.21% (+$34.4K)
Encompass Health Corp(EHCcusip29261A100)	2.7K	QoQ +6.73% (+172) YoY NEW(+2.7K)	All Managers (Combined)	$276.2K	QoQ +17.05% (+$40.2K) YoY NEW(+$276.2K)
(cusip92206C649)✕	2.1K	QoQ +4.12% (-82) YoY +16.01% (+286)	All Managers (Combined)	$275.8K	QoQ -4.17% (-$12.0K) YoY +10.42% (+$26.0K)
Upstart Holdings, Inc.(UPSTcusip91680M107)	5.9K	QoQ -0.31% (-19) YoY NEW(+5.9K)	All Managers (Combined)	$272.5K	QoQ -25.47% (-$93.2K) YoY NEW(+$272.5K)
(cusip46434V878)✕	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$271.8K	QoQ NEW(+$271.8K) YoY NEW(+$271.8K)
(cusip72201R817)✕	2.8K	QoQ +1.89% (+52) YoY -96.21% (-71.2K)	All Managers (Combined)	$270.7K	QoQ +3.68% (+$9.6K) YoY -96.18% (-$6.8M)
(cusip464288745)✕	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$269.7K	QoQ NEW(+$269.7K) YoY NEW(+$269.7K)
Weave Communications, Inc.(WEAVcusip94724R108)	24.3K	QoQ -10.37% (-2.8K) YoY NEW(+24.3K)	All Managers (Combined)	$269.3K	QoQ -37.56% (-$162.0K) YoY NEW(+$269.3K)
(cusip45783Y343)✕	10.2K	QoQ NEW(+10.2K) YoY NEW(+10.2K)	All Managers (Combined)	$268.5K	QoQ NEW(+$268.5K) YoY NEW(+$268.5K)
Nvr Inc(NVRcusip62944T105)	37	QoQ -21.27% (-10) YoY -2.63% (-1)	All Managers (Combined)	$268.0K	QoQ -30.27% (-$116.4K) YoY -12.91% (-$39.8K)
Ss&C Technologies Holdings Inc(SSNCcusip78467J100)	3.2K	QoQ -6.22% (-212) YoY -99.34% (-483.1K)	All Managers (Combined)	$266.6K	QoQ +3.36% (-$8.7K) YoY -99.14% (-$31.0M)
(cusip78464A870)✕	3.3K	QoQ -12.52% (-470) YoY -51.80% (-3.5K)	All Managers (Combined)	$266.2K	QoQ -21.22% (-$71.7K) YoY -58.80% (-$380.0K)
Okta, Inc.(OKTAcusip679295105)	2.5K	QoQ NEW(+2.5K) YoY +22.94% (+470)	All Managers (Combined)	$265.0K	QoQ NEW(+$265.0K) YoY +23.69% (+$50.8K)
Vitesse Energy, Inc.(VTScusip92852X103)	10.7K	QoQ -7.16% (-829) YoY NEW(+10.7K)	All Managers (Combined)	$264.2K	QoQ -8.68% (-$25.1K) YoY NEW(+$264.2K)