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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315912808

3755(+0.0%)

Value:

$255.6M(-10.5%)

WORTHINGTON ENTERPRISES, INC.

WOR|981811102

5102

Value:

$255.6M

ROGERS CORP

ROG|775133101

3777(+22.9%)

Value:

$255.1M(-18.3%)

ROKU, INC

ROKU|77543R102

3619(-8.2%)

Value:

$254.9M(-13.0%)

381430503

GSLC|381430503

2313

Value:

$254.6M

HEICO CORP

HEI-A|422806208

1207

Value:

$254.6M

UNITED STATES LIME & MINERALS INC

USLM|911922102

2875(+0.0%)

Value:

$254.1M(-33.4%)

TELEPHONE & DATA SYSTEMS INC /DE/

TDS|879433829

6544(+8.0%)

Value:

$253.5M(+22.7%)

MANNKIND CORP

MNKD|56400P706

50361(-0.3%)

Value:

$253.3M(-22.0%)

TRIMBLE INC.

TRMB|896239100

3851(-1.1%)

Value:

$252.8M(-8.1%)

SAIA INC

SAIA|78709Y105

723(-4.0%)

Value:

$252.6M(-26.4%)

08579W103

3610(-10.3%)

Value:

$252.0M(-3.2%)

Medpace Holdings, Inc.

MEDP|58506Q109

825(-6.5%)

Value:

$251.4M(-14.2%)

StoneX Group Inc.

SNEX|861896108

3285

Value:

$250.9M

DIAGEO PLC

DEO|25243Q205

2393(-35.9%)

Value:

$250.8M(-47.2%)

Healthcare Realty Trust Inc

HR|42226K105

14803(+8.6%)

Value:

$250.2M(+8.3%)

Datadog, Inc.

DDOG|23804L103

2519(-14.2%)

Value:

$249.9M(-40.4%)

AAON, INC.

AAON|000360206

3197(+49.2%)

Value:

$249.8M(-0.9%)

ST JOE Co

JOE|790148100

5307(-44.9%)

Value:

$249.2M(-42.4%)

Builders FirstSource, Inc.

BLDR|12008R107

1988(+1.5%)

Value:

$248.4M(-11.2%)

Instrument	Shares		Other Manager	Value
(cusip315912808)✕	3.8K	QoQ 0.00% (-0) YoY NEW(+3.8K)	All Managers (Combined)	$255.6K	QoQ -10.50% (-$30.0K) YoY NEW(+$255.6K)
Worthington Enterprises, Inc.(WORcusip981811102)	5.1K	QoQ NEW(+5.1K) YoY +16.77% (-733)	All Managers (Combined)	$255.6K	QoQ NEW(+$255.6K) YoY -6.00% (-$16.3K)
Rogers Corp(ROGcusip775133101)	3.8K	QoQ +22.90% (-704) YoY +14.14% (-468)	All Managers (Combined)	$255.1K	QoQ -18.31% (-$57.2K) YoY -35.05% (-$137.7K)
Roku, Inc(ROKUcusip77543R102)	3.6K	QoQ -8.17% (-322) YoY -14.82% (-630)	All Managers (Combined)	$254.9K	QoQ -12.98% (-$38.1K) YoY -7.94% (-$22.0K)
(GSLCcusip381430503)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$254.6K	QoQ NEW(+$254.6K) YoY NEW(+$254.6K)
Heico Corp(HEI-Acusip422806208)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$254.6K	QoQ NEW(+$254.6K) YoY NEW(+$254.6K)
United States Lime & Minerals Inc(USLMcusip911922102)	2.9K	QoQ 0.00% (-0) YoY NEW(+2.9K)	All Managers (Combined)	$254.1K	QoQ -33.41% (-$127.5K) YoY NEW(+$254.1K)
Telephone & Data Systems Inc /De/(TDScusip879433829)	6.5K	QoQ +8.00% (+485) YoY NEW(+6.5K)	All Managers (Combined)	$253.5K	QoQ +22.66% (+$46.8K) YoY NEW(+$253.5K)
Mannkind Corp(MNKDcusip56400P706)	50.4K	QoQ -0.30% (-153) YoY +162.02% (+31.1K)	All Managers (Combined)	$253.3K	QoQ -22.01% (-$71.5K) YoY +190.94% (+$166.2K)
Trimble Inc.(TRMBcusip896239100)	3.9K	QoQ -1.07% (-42) YoY -0.25% (-10)	All Managers (Combined)	$252.8K	QoQ -8.09% (-$22.3K) YoY +1.74% (-$4.3K)
Saia Inc(SAIAcusip78709Y105)	723	QoQ -3.98% (-30) YoY +32.41% (-177)	All Managers (Combined)	$252.6K	QoQ -26.38% (-$90.5K) YoY -20.90% (-$66.8K)
(cusip08579W103)✕	3.6K	QoQ -10.31% (-415) YoY -4.47% (-169)	All Managers (Combined)	$252.0K	QoQ -3.18% (-$8.3K) YoY +10.26% (-$23.5K)
Medpace Holdings, Inc.(MEDPcusip58506Q109)	825	QoQ -6.46% (-57) YoY +65.99% (+328)	All Managers (Combined)	$251.4K	QoQ -14.21% (-$41.7K) YoY +25.14% (+$50.5K)
Stonex Group Inc.(SNEXcusip861896108)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$250.9K	QoQ NEW(+$250.9K) YoY NEW(+$250.9K)
Diageo Plc(DEOcusip25243Q205)	2.4K	QoQ -35.93% (-1.3K) YoY -45.29% (-2.0K)	All Managers (Combined)	$250.8K	QoQ -47.19% (-$224.1K) YoY -61.45% (-$399.8K)
Healthcare Realty Trust Inc(HRcusip42226K105)	14.8K	QoQ +8.59% (+1.2K) YoY -16.19% (-2.9K)	All Managers (Combined)	$250.2K	QoQ +8.26% (+$19.1K) YoY +0.09% (-$239)
Datadog, Inc.(DDOGcusip23804L103)	2.5K	QoQ -14.20% (-417) YoY +18.04% (-385)	All Managers (Combined)	$249.9K	QoQ -40.43% (-$169.6K) YoY -5.27% (-$13.9K)
Aaon, Inc.(AAONcusip000360206)	3.2K	QoQ +49.18% (-1.1K) YoY +17.06% (+466)	All Managers (Combined)	$249.8K	QoQ -0.95% (-$2.4K) YoY +3.81% (+$9.2K)
St Joe Co(JOEcusip790148100)	5.3K	QoQ -44.85% (-4.3K) YoY NEW(+5.3K)	All Managers (Combined)	$249.2K	QoQ -42.37% (-$183.2K) YoY NEW(+$249.2K)
Builders Firstsource, Inc.(BLDRcusip12008R107)	2.0K	QoQ +1.53% (-30) YoY +52.33% (-683)	All Managers (Combined)	$248.4K	QoQ -11.24% (-$31.5K) YoY -8.73% (-$23.8K)