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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33739N108

253818(-18.8%)

Value:

$12.8B(-19.8%)

3M CO

MMM|88579Y101

83058(+105.6%)

Value:

$12.2B(+133.9%)

25434V823

510780(+45.1%)

Value:

$12.1B(+48.3%)

46434V456

301566(+74.2%)

Value:

$12.0B(+86.3%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

259797(-57.8%)

Value:

$11.8B(-52.1%)

HUBBELL INC

HUBB|443510607

35307(+465.3%)

Value:

$11.7B(+346.6%)

808524102

SCHB|808524102

537515(+1.4%)

Value:

$11.6B(-3.8%)

Mastercard Inc

MA|57636Q104

21092(+1.6%)

Value:

$11.6B(+5.7%)

464287655

IWM|464287655

55942(+0.5%)

Value:

$11.2B(-9.3%)

UNITED PARCEL SERVICE INC

UPS|911312106

98522(+136.1%)

Value:

$10.8B(+106.0%)

AT&T INC.

T|00206R102

377746(-1.0%)

Value:

$10.7B(+22.9%)

81369Y704

80653(-48.9%)

Value:

$10.6B(-49.2%)

464288687

335669(-23.9%)

Value:

$10.3B(-25.6%)

Walt Disney Co

DIS|254687106

104166(-6.5%)

Value:

$10.3B(-17.1%)

97717X669

128399(-3.1%)

Value:

$10.3B(-4.4%)

921935805

89478(+6.6%)

Value:

$10.2B(+2.6%)

MPLX LP

MPLX|55336V100

190524(-12.9%)

Value:

$10.2B(-2.6%)

46432F842

IEFA|46432F842

134201(+218.9%)

Value:

$10.2B(+243.3%)

Apollo Global Management, Inc.

APO|03769M106

74136(+71.7%)

Value:

$10.2B(+42.4%)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

92747(-5.8%)

Value:

$10.1B(+11.7%)

Instrument	Shares		Other Manager	Value
(cusip33739N108)✕	253.8K	QoQ -18.84% (-59.0K) YoY -74.29% (-733.7K)	All Managers (Combined)	$12.8M	QoQ -19.78% (-$3.2M) YoY -74.76% (-$37.9M)
3m Co(MMMcusip88579Y101)	83.1K	QoQ +105.56% (+42.7K) YoY +190.44% (+54.5K)	All Managers (Combined)	$12.2M	QoQ +133.86% (+$7.0M) YoY +302.13% (+$9.2M)
(cusip25434V823)✕	510.8K	QoQ +45.15% (+158.9K) YoY +93.19% (+246.4K)	All Managers (Combined)	$12.1M	QoQ +48.27% (+$4.0M) YoY +105.28% (+$6.2M)
(cusip46434V456)✕	301.6K	QoQ +74.22% (+128.5K) YoY +4482.37% (+295.0K)	All Managers (Combined)	$12.0M	QoQ +86.28% (+$5.5M) YoY +4485.82% (+$11.7M)
Verizon Communications Inc(VZcusip92343V104)	259.8K	QoQ -57.82% (-356.1K) YoY -65.02% (-483.1K)	All Managers (Combined)	$11.8M	QoQ -52.15% (-$12.8M) YoY -62.19% (-$19.4M)
Hubbell Inc(HUBBcusip443510607)	35.3K	QoQ +465.27% (+29.1K) YoY +541.82% (+29.8K)	All Managers (Combined)	$11.7M	QoQ +346.55% (+$9.1M) YoY +411.72% (+$9.4M)
(SCHBcusip808524102)	537.5K	QoQ +1.38% (-7.4K) YoY +246.53% (+382.4K)	All Managers (Combined)	$11.6M	QoQ -3.83% (-$461.8K) YoY +22.21% (+$2.1M)
Mastercard Inc(MAcusip57636Q104)	21.1K	QoQ +1.57% (+327) YoY +41.71% (+6.2K)	All Managers (Combined)	$11.6M	QoQ +5.73% (+$627.0K) YoY +61.30% (+$4.4M)
(IWMcusip464287655)	55.9K	QoQ +0.45% (-256) YoY -	All Managers (Combined)	$11.2M	QoQ -9.30% (-$1.1M) YoY +5796.24% (+$11.0M)
United Parcel Service Inc(UPScusip911312106)	98.5K	QoQ +136.13% (+56.8K) YoY +7.33% (-6.7K)	All Managers (Combined)	$10.8M	QoQ +105.97% (+$5.6M) YoY -20.56% (-$2.8M)
At&T Inc.(Tcusip00206R102)	377.7K	QoQ -1.01% (-3.9K) YoY +112.81% (+200.2K)	All Managers (Combined)	$10.7M	QoQ +22.93% (-$2.0M) YoY +241.95% (+$7.6M)
(cusip81369Y704)✕	80.7K	QoQ -48.93% (-77.3K) YoY +6.34% (+4.8K)	All Managers (Combined)	$10.6M	QoQ -49.20% (-$10.2M) YoY +10.66% (+$1.0M)
(cusip464288687)✕	335.7K	QoQ -23.87% (-105.2K) YoY +389.27% (+267.1K)	All Managers (Combined)	$10.3M	QoQ -25.58% (-$3.5M) YoY +366.50% (+$8.1M)
Walt Disney Co(DIScusip254687106)	104.2K	QoQ -6.48% (-7.2K) YoY +97.68% (+51.5K)	All Managers (Combined)	$10.3M	QoQ -17.11% (-$2.1M) YoY +59.45% (+$3.8M)
(cusip97717X669)✕	128.4K	QoQ -3.12% (-4.1K) YoY -24.73% (-42.2K)	All Managers (Combined)	$10.3M	QoQ -4.40% (-$472.9K) YoY -21.10% (-$2.7M)
(cusip921935805)✕	89.5K	QoQ +6.56% (+5.5K) YoY NEW(+89.5K)	All Managers (Combined)	$10.2M	QoQ +2.62% (+$260.7K) YoY NEW(+$10.2M)
Mplx Lp(MPLXcusip55336V100)	190.5K	QoQ -12.92% (-28.3K) YoY NEW(+190.5K)	All Managers (Combined)	$10.2M	QoQ -2.62% (-$275.0K) YoY NEW(+$10.2M)
(IEFAcusip46432F842)	134.2K	QoQ +218.94% (+92.1K) YoY +271.30% (+98.1K)	All Managers (Combined)	$10.2M	QoQ +243.31% (+$7.2M) YoY +278.46% (+$7.5M)
Apollo Global Management, Inc.(APOcusip03769M106)	74.1K	QoQ +71.73% (+31.0K) YoY +2199.50% (+70.9K)	All Managers (Combined)	$10.2M	QoQ +42.39% (+$3.0M) YoY +2699.91% (+$9.8M)
American Electric Power Co Inc(AEPcusip025537101)	92.7K	QoQ -5.75% (-5.7K) YoY -15.31% (-16.8K)	All Managers (Combined)	$10.1M	QoQ +11.66% (-$1.1M) YoY +7.47% (-$704.7K)