Sequoia-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "MMSI",
  "NCNO",
  "PINS",
  "SE",
  "ALKS",
  "ARES",
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  null,
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  "NET",
  "C",
  "CLX",
  "CLFD",
  "CNX",
  "CME",
  "KO",
  "COIN",
  "CLBK",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "CAG",
  "COP",
  "CODI",
  "CMPX",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "CORT",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CPNG",
  "BAP",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "CSWI",
  "CUBE",
  "CW",
  "CYBR",
  "DHR",
  "DDOG",
  "DVA",
  "DELL",
  "DE",
  "DGII",
  "DB",
  "DVN",
  "FANG",
  "XRAY",
  "DAL",
  "DXCM",
  "DLX",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DDS",
  "DFS",
  "DLR",
  "DNOW",
  "DPZ",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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: sequoia-financial-advisors
Manager Name: Sequoia-Financial-Advisors

Data Enrichment

79% identified

1,063 identified289 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,352 positions • $11.9B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 6 of 68

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TJX COMPANIES INC /DE/

TJX|872540109

Shares:199.0K

Value:$24.2M

% of Portfolio:0.2% ($24.2M/$11.9B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:284.8K

Value:$24.0M

% of Portfolio:0.2% ($24.0M/$11.9B)

464287622

IWB|464287622

Shares:78.3K

Value:$24.0M

% of Portfolio:0.2% ($24.0M/$11.9B)

Blackstone Inc.

BX|09260D107

Shares:169.6K

Value:$23.7M

% of Portfolio:0.2% ($23.7M/$11.9B)

464287309

IVW|464287309

Shares:250.3K

Value:$23.2M

% of Portfolio:0.2% ($23.2M/$11.9B)

46429B697

USMV|46429B697

Shares:245.4K

Value:$23.0M

% of Portfolio:0.2% ($23.0M/$11.9B)

922908363

VOO|922908363

Shares:43.8K

Value:$22.5M

% of Portfolio:0.2% ($22.5M/$11.9B)

CHEVRON CORP

CVX|166764100

Shares:134.5K

Value:$22.5M

% of Portfolio:0.2% ($22.5M/$11.9B)

Walker & Dunlop, Inc.

WD|93148P102

Shares:262.0K

Value:$22.4M

% of Portfolio:0.2% ($22.4M/$11.9B)

MORGAN STANLEY

MS|617446448

Shares:187.8K

Value:$21.9M

% of Portfolio:0.2% ($21.9M/$11.9B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:301.6K

Value:$21.6M

% of Portfolio:0.2% ($21.6M/$11.9B)

ONEOK INC /NEW/

OKE|682680103

Shares:212.0K

Value:$21.0M

% of Portfolio:0.2% ($21.0M/$11.9B)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:109.9K

Value:$20.9M

% of Portfolio:0.2% ($20.9M/$11.9B)

VAIL RESORTS INC

MTN|91879Q109

Shares:127.0K

Value:$20.3M

% of Portfolio:0.2% ($20.3M/$11.9B)

92189F643

Shares:224.9K

Value:$19.8M

% of Portfolio:0.2% ($19.8M/$11.9B)

DuPont de Nemours, Inc.

DD|26614N102

Shares:256.1K

Value:$19.1M

% of Portfolio:0.2% ($19.1M/$11.9B)

464288877

Shares:318.8K

Value:$18.8M

% of Portfolio:0.2% ($18.8M/$11.9B)

922908512

VOE|922908512

Shares:117.0K

Value:$18.8M

% of Portfolio:0.2% ($18.8M/$11.9B)

41151J703

Shares:1.3M

Value:$18.4M

% of Portfolio:0.2% ($18.4M/$11.9B)

92206C102

VGSH|92206C102

Shares:312.8K

Value:$18.4M

% of Portfolio:0.2% ($18.4M/$11.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
TJX COMPANIES INC /DE/(TJXcusip872540109)	199.0K	QoQ +48.02% (+64.6K) YoY +114.40% (+106.2K)	All Managers (Combined)	$24.2M	0.2% ($24.2M/$11.9B)	QoQ +49.23% (+$8.0M) YoY +157.49% (+$14.8M)
Palantir Technologies Inc.(PLTRcusip69608A108)	284.8K	QoQ +1.09% (+3.1K) YoY +22.90% (+53.1K)	All Managers (Combined)	$24.0M	0.2% ($24.0M/$11.9B)	QoQ +12.81% (+$2.7M) YoY +350.82% (+$18.7M)
(IWBcusip464287622)	78.3K	QoQ -0.47% (-371) YoY +2.42% (+1.9K)	All Managers (Combined)	$24.0M	0.2% ($24.0M/$11.9B)	QoQ -5.23% (-$1.3M) YoY +9.08% (+$2.0M)
Blackstone Inc.(BXcusip09260D107)	169.6K	QoQ +84.02% (+77.4K) YoY +12.87% (+19.4K)	All Managers (Combined)	$23.7M	0.2% ($23.7M/$11.9B)	QoQ +49.18% (+$7.8M) YoY +20.10% (+$4.0M)
(IVWcusip464287309)	250.3K	QoQ +43.45% (+75.8K) YoY +54.05% (+87.8K)	All Managers (Combined)	$23.2M	0.2% ($23.2M/$11.9B)	QoQ +31.15% (+$5.5M) YoY +69.36% (+$9.5M)
(USMVcusip46429B697)	245.4K	QoQ -14.13% (-40.4K) YoY +4947.47% (+240.5K)	All Managers (Combined)	$23.0M	0.2% ($23.0M/$11.9B)	QoQ -9.42% (-$2.4M) YoY +5556.20% (+$22.6M)
(VOOcusip922908363)	43.8K	QoQ +14.51% (+5.6K) YoY +27.14% (+9.4K)	All Managers (Combined)	$22.5M	0.2% ($22.5M/$11.9B)	QoQ +9.22% (+$1.9M) YoY +35.92% (+$6.0M)
CHEVRON CORP(CVXcusip166764100)	134.5K	QoQ +3.01% (+3.9K) YoY +29.30% (+30.5K)	All Managers (Combined)	$22.5M	0.2% ($22.5M/$11.9B)	QoQ +18.97% (+$3.6M) YoY +37.13% (+$6.1M)
Walker & Dunlop, Inc.(WDcusip93148P102)	262.0K	QoQ NEW(+262.0K) YoY +0.04% (-128)	All Managers (Combined)	$22.4M	0.2% ($22.4M/$11.9B)	QoQ NEW(+$22.4M) YoY -15.49% (-$4.1M)
MORGAN STANLEY(MScusip617446448)	187.8K	QoQ +212.21% (+127.6K) YoY +335.77% (+144.7K)	All Managers (Combined)	$21.9M	0.2% ($21.9M/$11.9B)	QoQ +189.74% (+$14.3M) YoY +439.95% (+$17.9M)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	301.6K	QoQ +5.92% (+16.9K) YoY +445.80% (+246.3K)	All Managers (Combined)	$21.6M	0.2% ($21.6M/$11.9B)	QoQ +8.26% (+$1.7M) YoY +576.04% (+$18.4M)
ONEOK INC /NEW/(OKEcusip682680103)	212.0K	QoQ +0.36% (-767) YoY +2748.55% (+204.5K)	All Managers (Combined)	$21.0M	0.2% ($21.0M/$11.9B)	QoQ -0.81% (-$173.1K) YoY +3425.65% (+$20.4M)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	109.9K	QoQ +7.56% (-7.7K) YoY +119.80% (+59.9K)	All Managers (Combined)	$20.9M	0.2% ($20.9M/$11.9B)	QoQ -1.63% (-$348.0K) YoY +68.60% (+$8.5M)
VAIL RESORTS INC(MTNcusip91879Q109)	127.0K	QoQ NEW(+127.0K) YoY NEW(+127.0K)	All Managers (Combined)	$20.3M	0.2% ($20.3M/$11.9B)	QoQ NEW(+$20.3M) YoY NEW(+$20.3M)
(cusip92189F643)✕	224.9K	QoQ -2.37% (-5.5K) YoY -40.83% (-155.2K)	All Managers (Combined)	$19.8M	0.2% ($19.8M/$11.9B)	QoQ -7.35% (-$1.6M) YoY -42.08% (-$14.4M)
DuPont de Nemours, Inc.(DDcusip26614N102)	256.1K	QoQ +334.44% (+197.1K) YoY +2023.33% (+244.0K)	All Managers (Combined)	$19.1M	0.2% ($19.1M/$11.9B)	QoQ +325.50% (+$14.6M) YoY +1968.26% (+$18.2M)
(cusip464288877)✕	318.8K	QoQ -28.37% (-126.3K) YoY +4274.58% (+311.5K)	All Managers (Combined)	$18.8M	0.2% ($18.8M/$11.9B)	QoQ -19.54% (-$4.6M) YoY +4639.66% (+$18.4M)
(VOEcusip922908512)	117.0K	QoQ -32.02% (-55.1K) YoY +3389.46% (+113.6K)	All Managers (Combined)	$18.8M	0.2% ($18.8M/$11.9B)	QoQ -32.53% (-$9.1M) YoY +3493.13% (+$18.3M)
(cusip41151J703)✕	1.3M	QoQ -10.98% (-155.9K) YoY NEW(+1.3M)	All Managers (Combined)	$18.4M	0.2% ($18.4M/$11.9B)	QoQ -14.95% (-$3.2M) YoY NEW(+$18.4M)
(VGSHcusip92206C102)	312.8K	QoQ +1336.33% (+291.1K) YoY NEW(+312.8K)	All Managers (Combined)	$18.4M	0.2% ($18.4M/$11.9B)	QoQ +1348.92% (+$17.1M) YoY NEW(+$18.4M)