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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316092121

8390(+0.1%)

Value:

$248.3M(-6.2%)

BALL Corp

BALL|058498106

4765(-2.2%)

Value:

$248.1M(-7.6%)

NOVAGOLD RESOURCES INC

NG|66987E206

84863(+2.3%)

Value:

$247.8M(-10.3%)

TRINITY INDUSTRIES INC

TRN|896522109

8829(-0.1%)

Value:

$247.7M(-20.1%)

464287770

3153

Value:

$247.7M

Eastern Bankshares, Inc.

EBC|27627N105

15096(+0.0%)

Value:

$247.6M(-4.9%)

78463X871

7741

Value:

$247.4M

OLIN Corp

OLN|680665205

10191

Value:

$247.0M

33939L506

10100

Value:

$246.2M

GENERAC HOLDINGS INC.

GNRC|368736104

1937

Value:

$245.4M

Mr. Cooper Group Inc.

COOP|62482R107

2037(-4.2%)

Value:

$243.6M(+19.3%)

ASSURED GUARANTY LTD

AGO|G0585R106

2764(-2.5%)

Value:

$243.5M(-4.6%)

Allegion plc

ALLE|G0176J109

1865(-24.1%)

Value:

$243.3M(-24.3%)

Viatris Inc

VTRS|92556V106

27861(+37.0%)

Value:

$242.7M(-4.2%)

ALEXANDRIA REAL ESTATE EQUITIES, INC.

ARE|015271109

2620(+22.3%)

Value:

$242.4M(+15.9%)

BXP, Inc.

BXP|101121101

3607(-1.6%)

Value:

$242.3M(-11.1%)

464288836

3433(+0.0%)

Value:

$242.2M(+7.4%)

ENTEGRIS INC

ENTG|29362U104

2767(+11.5%)

Value:

$242.1M(-1.5%)

Norwegian Cruise Line Holdings Ltd.

NCLH|G66721104

12737(+14.5%)

Value:

$241.5M(-15.6%)

Columbia Financial, Inc.

CLBK|197641103

16029(-0.7%)

Value:

$240.4M(-5.8%)

Instrument	Shares		Other Manager	Value
(cusip316092121)✕	8.4K	QoQ +0.08% (-7) YoY +0.44% (+37)	All Managers (Combined)	$248.3K	QoQ -6.21% (-$16.5K) YoY +3.45% (+$8.3K)
Ball Corp(BALLcusip058498106)	4.8K	QoQ -2.19% (-107) YoY +54.10% (+1.7K)	All Managers (Combined)	$248.1K	QoQ -7.63% (-$20.5K) YoY +19.10% (+$39.8K)
Novagold Resources Inc(NGcusip66987E206)	84.9K	QoQ +2.32% (-1.9K) YoY +2.32% (-1.9K)	All Managers (Combined)	$247.8K	QoQ -10.27% (-$28.4K) YoY -0.40% (-$1.0K)
Trinity Industries Inc(TRNcusip896522109)	8.8K	QoQ -0.06% (-6) YoY +5.76% (+481)	All Managers (Combined)	$247.7K	QoQ -20.11% (-$62.4K) YoY +6.55% (+$15.3K)
(cusip464287770)✕	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$247.7K	QoQ NEW(+$247.7K) YoY NEW(+$247.7K)
Eastern Bankshares, Inc.(EBCcusip27627N105)	15.1K	QoQ 0.00% (-0) YoY +0.64% (+96)	All Managers (Combined)	$247.6K	QoQ -4.92% (-$12.8K) YoY +19.77% (+$40.9K)
(cusip78463X871)✕	7.7K	QoQ NEW(+7.7K) YoY NEW(+7.7K)	All Managers (Combined)	$247.4K	QoQ NEW(+$247.4K) YoY NEW(+$247.4K)
Olin Corp(OLNcusip680665205)	10.2K	QoQ NEW(+10.2K) YoY +139.73% (-5.9K)	All Managers (Combined)	$247.0K	QoQ NEW(+$247.0K) YoY -1.16% (-$2.9K)
(cusip33939L506)✕	10.1K	QoQ NEW(+10.1K) YoY NEW(+10.1K)	All Managers (Combined)	$246.2K	QoQ NEW(+$246.2K) YoY NEW(+$246.2K)
Generac Holdings Inc.(GNRCcusip368736104)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$245.4K	QoQ NEW(+$245.4K) YoY NEW(+$245.4K)
Mr. Cooper Group Inc.(COOPcusip62482R107)	2.0K	QoQ -4.23% (-90) YoY NEW(+2.0K)	All Managers (Combined)	$243.6K	QoQ +19.29% (-$39.4K) YoY NEW(+$243.6K)
Assured Guaranty Ltd(AGOcusipG0585R106)	2.8K	QoQ -2.53% (-72) YoY -9.82% (-301)	All Managers (Combined)	$243.5K	QoQ -4.60% (-$11.8K) YoY -8.94% (-$23.9K)
Allegion Plc(ALLEcusipG0176J109)	1.9K	QoQ -24.15% (-594) YoY +12.82% (+212)	All Managers (Combined)	$243.3K	QoQ -24.28% (-$78.0K) YoY +9.26% (+$20.6K)
Viatris Inc(VTRScusip92556V106)	27.9K	QoQ +36.96% (-7.5K) YoY +125.23% (+15.5K)	All Managers (Combined)	$242.7K	QoQ -4.17% (-$10.6K) YoY +64.30% (+$95.0K)
Alexandria Real Estate Equities, Inc.(AREcusip015271109)	2.6K	QoQ +22.25% (+477) YoY +11.91% (-279)	All Managers (Combined)	$242.4K	QoQ +15.91% (+$33.3K) YoY -19.69% (-$59.4K)
Bxp, Inc.(BXPcusip101121101)	3.6K	QoQ -1.63% (-60) YoY +7.73% (+259)	All Managers (Combined)	$242.3K	QoQ -11.12% (-$30.3K) YoY +10.81% (+$23.7K)
(cusip464288836)✕	3.4K	QoQ 0.00% (+0) YoY NEW(+3.4K)	All Managers (Combined)	$242.2K	QoQ +7.36% (+$16.6K) YoY NEW(+$242.2K)
Entegris Inc(ENTGcusip29362U104)	2.8K	QoQ +11.48% (-285) YoY +91.48% (+1.3K)	All Managers (Combined)	$242.1K	QoQ -1.54% (-$3.8K) YoY +19.19% (+$39.0K)
Norwegian Cruise Line Holdings Ltd.(NCLHcusipG66721104)	12.7K	QoQ +14.53% (-1.6K) YoY +17.54% (+1.9K)	All Managers (Combined)	$241.5K	QoQ -15.60% (-$44.6K) YoY +6.47% (+$14.7K)
Columbia Financial, Inc.(CLBKcusip197641103)	16.0K	QoQ -0.66% (-108) YoY +0.35% (-56)	All Managers (Combined)	$240.4K	QoQ -5.75% (-$14.7K) YoY -12.53% (-$34.5K)