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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MOOG INC.

MOG-A|615394202

1228(-2.2%)

Value:

$212.9M(-13.9%)

INTERPUBLIC GROUP OF COMPANIES, INC.

IPG|460690100

7836(-3.4%)

Value:

$212.8M(-6.4%)

Ameris Bancorp

ABCB|03076K108

3686(-1.6%)

Value:

$212.2M(-9.5%)

SMITH & NEPHEW PLC

SNN|83175M205

7450

Value:

$211.4M

NEWS CORP

NWSA|65249B109

7756(+2.8%)

Value:

$211.1M(+1.6%)

KONINKLIJKE PHILIPS NV

PHG|500472303

8311(-7.0%)

Value:

$211.1M(-6.7%)

United Airlines Holdings, Inc.

UAL|910047109

3055(+4.2%)

Value:

$211.0M(-25.9%)

MONROE CAPITAL Corp

MRCC|610335101

27000

Value:

$210.6M

45783Y418

7960(+0.0%)

Value:

$209.4M(+0.2%)

25434V799

7524

Value:

$208.9M

97717W422

4772(-12.0%)

Value:

$208.6M(-15.0%)

Evergy, Inc.

EVRG|30034W106

3019(-7.4%)

Value:

$208.1M(+3.7%)

Grab Holdings Ltd

GRAB|G4124C109

45934(+6.0%)

Value:

$208.1M(+1.7%)

HALLIBURTON CO

HAL|406216101

8161(-39.9%)

Value:

$207.0M(-43.9%)

ADVANCED ENERGY INDUSTRIES INC

AEIS|007973100

2169(+9.4%)

Value:

$206.7M(-9.8%)

Knight-Swift Transportation Holdings Inc.

KNX|499049104

4752(-15.0%)

Value:

$206.7M(-30.3%)

INDEPENDENT BANK CORP

INDB|453836108

3298(-15.4%)

Value:

$206.6M(-17.5%)

NNN REIT, INC.

NNN|637417106

4842

Value:

$206.5M

InvenTrust Properties Corp.

IVT|46124J201

7020(-6.8%)

Value:

$206.2M(-9.1%)

Compass Diversified Holdings

CODI|20451Q104

11038(+0.2%)

Value:

$206.1M(-19.0%)

Instrument	Shares		Other Manager	Value
Moog Inc.(MOG-Acusip615394202)	1.2K	QoQ -2.22% (-28) YoY -2.53% (-32)	All Managers (Combined)	$212.9K	QoQ -13.89% (-$34.4K) YoY +5.82% (-$11.7K)
Interpublic Group Of Companies, Inc.(IPGcusip460690100)	7.8K	QoQ -3.41% (-277) YoY +11.94% (-836)	All Managers (Combined)	$212.8K	QoQ -6.37% (-$14.5K) YoY -6.82% (-$15.6K)
Ameris Bancorp(ABCBcusip03076K108)	3.7K	QoQ -1.65% (-62) YoY NEW(+3.7K)	All Managers (Combined)	$212.2K	QoQ -9.51% (-$22.3K) YoY NEW(+$212.2K)
Smith & Nephew Plc(SNNcusip83175M205)	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$211.4K	QoQ NEW(+$211.4K) YoY NEW(+$211.4K)
News Corp(NWSAcusip65249B109)	7.8K	QoQ +2.83% (+214) YoY NEW(+7.8K)	All Managers (Combined)	$211.1K	QoQ +1.64% (+$3.4K) YoY NEW(+$211.1K)
Koninklijke Philips Nv(PHGcusip500472303)	8.3K	QoQ -6.95% (-621) YoY NEW(+8.3K)	All Managers (Combined)	$211.1K	QoQ -6.65% (-$15.1K) YoY NEW(+$211.1K)
United Airlines Holdings, Inc.(UALcusip910047109)	3.1K	QoQ +4.19% (-123) YoY NEW(+3.1K)	All Managers (Combined)	$211.0K	QoQ -25.90% (-$73.8K) YoY NEW(+$211.0K)
Monroe Capital Corp(MRCCcusip610335101)	27.0K	QoQ NEW(+27.0K) YoY NEW(+27.0K)	All Managers (Combined)	$210.6K	QoQ NEW(+$210.6K) YoY NEW(+$210.6K)
(cusip45783Y418)✕	8.0K	QoQ 0.00% (+0) YoY NEW(+8.0K)	All Managers (Combined)	$209.4K	QoQ +0.22% (+$462) YoY NEW(+$209.4K)
(cusip25434V799)✕	7.5K	QoQ NEW(+7.5K) YoY -36.40% (-4.3K)	All Managers (Combined)	$208.9K	QoQ NEW(+$208.9K) YoY -33.97% (-$107.5K)
(cusip97717W422)✕	4.8K	QoQ -11.98% (-650) YoY +2.38% (+111)	All Managers (Combined)	$208.6K	QoQ -15.02% (-$36.9K) YoY +2.72% (+$5.5K)
Evergy, Inc.(EVRGcusip30034W106)	3.0K	QoQ -7.39% (-241) YoY NEW(+3.0K)	All Managers (Combined)	$208.1K	QoQ +3.74% (-$7.5K) YoY NEW(+$208.1K)
Grab Holdings Ltd(GRABcusipG4124C109)	45.9K	QoQ +5.95% (+2.6K) YoY +23.59% (+8.8K)	All Managers (Combined)	$208.1K	QoQ +1.68% (+$3.5K) YoY +78.30% (+$91.4K)
Halliburton Co(HALcusip406216101)	8.2K	QoQ -39.86% (-5.4K) YoY -48.63% (-7.7K)	All Managers (Combined)	$207.0K	QoQ -43.88% (-$161.9K) YoY -66.93% (-$419.2K)
Advanced Energy Industries Inc(AEIScusip007973100)	2.2K	QoQ +9.43% (-187) YoY NEW(+2.2K)	All Managers (Combined)	$206.7K	QoQ -9.79% (-$22.5K) YoY NEW(+$206.7K)
Knight-Swift Transportation Holdings Inc.(KNXcusip499049104)	4.8K	QoQ -15.02% (-840) YoY NEW(+4.8K)	All Managers (Combined)	$206.7K	QoQ -30.31% (-$89.9K) YoY NEW(+$206.7K)
Independent Bank Corp(INDBcusip453836108)	3.3K	QoQ -15.43% (-602) YoY -22.87% (-978)	All Managers (Combined)	$206.6K	QoQ -17.46% (-$43.7K) YoY -7.10% (-$15.8K)
Nnn Reit, Inc.(NNNcusip637417106)	4.8K	QoQ NEW(+4.8K) YoY -2.98% (-149)	All Managers (Combined)	$206.5K	QoQ NEW(+$206.5K) YoY -3.18% (-$6.8K)
Inventrust Properties Corp.(IVTcusip46124J201)	7.0K	QoQ -6.78% (-511) YoY NEW(+7.0K)	All Managers (Combined)	$206.2K	QoQ -9.13% (-$20.7K) YoY NEW(+$206.2K)
Compass Diversified Holdings(CODIcusip20451Q104)	11.0K	QoQ +0.16% (-18) YoY +0.63% (-70)	All Managers (Combined)	$206.1K	QoQ -18.97% (-$48.3K) YoY -21.94% (-$57.9K)