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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Matson, Inc.

MATX|57686G105

1871(-11.4%)

Value:

$239.8M(-15.8%)

BORGWARNER INC

BWA|099724106

8360(-16.8%)

Value:

$239.5M(-25.0%)

INSIGHT ENTERPRISES INC

NSIT|45765U103

1595(+0.5%)

Value:

$239.2M(-0.9%)

Invitation Homes Inc.

INVH|46187W107

6860(-7.9%)

Value:

$239.1M(+0.4%)

BIO-TECHNE Corp

TECH|09073M104

4076(-8.6%)

Value:

$239.0M(-25.6%)

ESSEX PROPERTY TRUST, INC.

ESS|297178105

778(+6.3%)

Value:

$238.5M(+14.2%)

CAMPBELL'S Co

CPB|134429109

5949(-39.2%)

Value:

$237.5M(-42.1%)

Liberty Global Ltd.

LBTYA|G61188101

20633(-29.0%)

Value:

$237.5M(-36.0%)

ALBEMARLE CORP

ALB|012653101

3296(-21.3%)

Value:

$237.3M(-34.1%)

464287432

2603

Value:

$237.0M

CENTERPOINT ENERGY INC

CNP|15189T107

6498(-7.4%)

Value:

$235.4M(+5.8%)

PINTEREST, INC.

PINS|72352L106

7568

Value:

$234.6M

47103U886

4772(-7.5%)

Value:

$234.5M(-7.1%)

Tencent Music Entertainment Group

TME|88034P109

16274(-9.1%)

Value:

$234.5M(+15.4%)

OSI SYSTEMS INC

OSIS|671044105

1204

Value:

$234.0M

FIRST CITIZENS BANCSHARES INC /DE/

FCNCA|31946M103

126(-59.1%)

Value:

$233.8M(-64.1%)

LOGITECH INTERNATIONAL S.A.

LOGI|H50430232

2769(-0.3%)

Value:

$233.7M(+2.2%)

46434V613

5048(+14.0%)

Value:

$232.6M(+16.2%)

EQUITY RESIDENTIAL

EQR|29476L107

3246(+6.3%)

Value:

$232.3M(+6.0%)

AMBEV S.A.

ABEV|02319V103

99571(+46.8%)

Value:

$232.0M(+84.9%)

Instrument	Shares		Other Manager	Value
Matson, Inc.(MATXcusip57686G105)	1.9K	QoQ -11.36% (-240) YoY -14.99% (-330)	All Managers (Combined)	$239.8K	QoQ -15.75% (-$44.8K) YoY -3.06% (-$7.6K)
Borgwarner Inc(BWAcusip099724106)	8.4K	QoQ -16.78% (-1.7K) YoY -98.36% (-502.2K)	All Managers (Combined)	$239.5K	QoQ -25.00% (-$79.9K) YoY -98.64% (-$17.5M)
Insight Enterprises Inc(NSITcusip45765U103)	1.6K	QoQ +0.50% (-8) YoY -13.45% (-248)	All Managers (Combined)	$239.2K	QoQ -0.88% (-$2.1K) YoY -30.03% (-$102.7K)
Invitation Homes Inc.(INVHcusip46187W107)	6.9K	QoQ -7.91% (-590) YoY +10.80% (+669)	All Managers (Combined)	$239.1K	QoQ +0.37% (-$902) YoY +8.45% (+$18.6K)
Bio-Techne Corp(TECHcusip09073M104)	4.1K	QoQ -8.60% (-384) YoY NEW(+4.1K)	All Managers (Combined)	$239.0K	QoQ -25.61% (-$82.3K) YoY NEW(+$239.0K)
Essex Property Trust, Inc.(ESScusip297178105)	778	QoQ +6.28% (+46) YoY NEW(+778)	All Managers (Combined)	$238.5K	QoQ +14.19% (+$29.7K) YoY NEW(+$238.5K)
Campbell'S Co(CPBcusip134429109)	5.9K	QoQ -39.24% (-3.8K) YoY -93.57% (-86.6K)	All Managers (Combined)	$237.5K	QoQ -42.08% (-$172.6K) YoY -94.22% (-$3.9M)
Liberty Global Ltd.(LBTYAcusipG61188101)	20.6K	QoQ -28.99% (-8.4K) YoY NEW(+20.6K)	All Managers (Combined)	$237.5K	QoQ -35.95% (-$133.3K) YoY NEW(+$237.5K)
Albemarle Corp(ALBcusip012653101)	3.3K	QoQ -21.28% (-891) YoY +39.95% (-941)	All Managers (Combined)	$237.3K	QoQ -34.15% (-$123.1K) YoY -23.50% (-$72.9K)
(cusip464287432)✕	2.6K	QoQ NEW(+2.6K) YoY -0.34% (-9)	All Managers (Combined)	$237.0K	QoQ NEW(+$237.0K) YoY -4.12% (-$10.2K)
Centerpoint Energy Inc(CNPcusip15189T107)	6.5K	QoQ -7.36% (-517) YoY NEW(+6.5K)	All Managers (Combined)	$235.4K	QoQ +5.77% (-$12.9K) YoY NEW(+$235.4K)
Pinterest, Inc.(PINScusip72352L106)	7.6K	QoQ NEW(+7.6K) YoY NEW(+7.6K)	All Managers (Combined)	$234.6K	QoQ NEW(+$234.6K) YoY NEW(+$234.6K)
(cusip47103U886)✕	4.8K	QoQ -7.53% (-389) YoY -55.70% (-6.0K)	All Managers (Combined)	$234.5K	QoQ -7.09% (-$17.9K) YoY -55.11% (-$288.0K)
Tencent Music Entertainment Group(TMEcusip88034P109)	16.3K	QoQ -9.08% (-1.6K) YoY -16.53% (-3.2K)	All Managers (Combined)	$234.5K	QoQ +15.42% (-$31.3K) YoY +7.48% (-$16.3K)
Osi Systems Inc(OSIScusip671044105)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$234.0K	QoQ NEW(+$234.0K) YoY NEW(+$234.0K)
First Citizens Bancshares Inc /De/(FCNCAcusip31946M103)	126	QoQ -59.09% (-182) YoY -58.00% (-174)	All Managers (Combined)	$233.8K	QoQ -64.08% (-$417.2K) YoY -52.32% (-$256.7K)
Logitech International S.A.(LOGIcusipH50430232)	2.8K	QoQ -0.25% (-7) YoY NEW(+2.8K)	All Managers (Combined)	$233.7K	QoQ +2.24% (-$5.1K) YoY NEW(+$233.7K)
(cusip46434V613)✕	5.0K	QoQ +14.02% (+621) YoY -40.36% (-3.4K)	All Managers (Combined)	$232.6K	QoQ +16.24% (+$32.5K) YoY -39.72% (-$153.3K)
Equity Residential(EQRcusip29476L107)	3.2K	QoQ +6.25% (+191) YoY NEW(+3.2K)	All Managers (Combined)	$232.3K	QoQ +5.98% (+$13.1K) YoY NEW(+$232.3K)
Ambev S.A.(ABEVcusip02319V103)	99.6K	QoQ +46.80% (+31.7K) YoY -46.27% (-85.8K)	All Managers (Combined)	$232.0K	QoQ +84.89% (+$106.5K) YoY -49.52% (-$227.7K)