Sequoia Financial Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

Sequoia Financial Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 1352 holdings worth $11.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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922908769

VTI|922908769

3458636(+7.8%)

Value:

$950.6B(+2.2%)

02072L276

33619549

Value:

$935.0B

46432F834

IXUS|46432F834

5051836(+22.6%)

Value:

$352.7B(+29.4%)

92206C680

VONG|92206C680

3247550(-0.7%)

Value:

$301.3B(-10.8%)

26922A321

5261045

Value:

$285.4B

92206C409

3176770(+1404.8%)

Value:

$250.8B(+1422.7%)

25434V104

5627695(+13.8%)

Value:

$216.3B(+8.1%)

AMAZON COM INC

AMZN|023135106

1068948(+13.9%)

Value:

$203.4B(-1.2%)

921937827

BSV|921937827

2558043(+690.1%)

Value:

$200.2B(+700.4%)

464288414

MUB|464288414

1577162(+20.1%)

Value:

$166.3B(+18.9%)

464288257

1124773

Value:

$130.9B(+1114047.4%)

SPDR GOLD TRUST

GLD|78463V107

447351(-2.7%)

Value:

$128.9B(+15.7%)

922908744

VTV|922908744

730590(-5.0%)

Value:

$126.2B(-3.0%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

227315(-8.3%)

Value:

$121.1B(+7.7%)

25434V765

4319252(+1084.1%)

Value:

$116.4B(+1164.3%)

25434V732

4207753(+185.7%)

Value:

$111.3B(+188.7%)

Meta Platforms, Inc.

META|30303M102

189614(+9.2%)

Value:

$109.3B(+7.5%)

46641Q159

2159182(+21.2%)

Value:

$99.5B(+22.4%)

464287804

IJR|464287804

949474(+1.5%)

Value:

$99.3B(-7.9%)

ELI LILLY & Co

LLY|532457108

117791(+15.8%)

Value:

$97.3B(+23.9%)

Instrument	Shares		Other Manager	Value
(VTIcusip922908769)	3.5M	QoQ +7.78% (+249.7K) YoY +22.79% (+642.0K)	All Managers (Combined)	$950.6M	QoQ +2.21% (+$20.6M) YoY +29.85% (+$218.5M)
(cusip02072L276)✕	33.6M	QoQ NEW(+33.6M) YoY NEW(+33.6M)	All Managers (Combined)	$935.0M	QoQ NEW(+$935.0M) YoY NEW(+$935.0M)
(IXUScusip46432F834)	5.1M	QoQ +22.63% (+932.5K) YoY +37.37% (+1.4M)	All Managers (Combined)	$352.7M	QoQ +29.44% (+$80.2M) YoY +41.31% (+$103.1M)
(VONGcusip92206C680)	3.2M	QoQ -0.74% (-24.5K) YoY -0.83% (-27.4K)	All Managers (Combined)	$301.3M	QoQ -10.84% (-$36.7M) YoY +6.16% (-$17.5M)
(cusip26922A321)✕	5.3M	QoQ NEW(+5.3M) YoY NEW(+5.3M)	All Managers (Combined)	$285.4M	QoQ NEW(+$285.4M) YoY NEW(+$285.4M)
(cusip92206C409)✕	3.2M	QoQ +1404.76% (+3.0M) YoY +57575.56% (+3.2M)	All Managers (Combined)	$250.8M	QoQ +1422.70% (+$234.3M) YoY +58789.30% (+$250.3M)
(cusip25434V104)✕	5.6M	QoQ +13.81% (+683.2K) YoY +53.38% (+2.0M)	All Managers (Combined)	$216.3M	QoQ +8.05% (+$16.1M) YoY +61.36% (+$82.3M)
Amazon Com Inc(AMZNcusip023135106)	1.1M	QoQ +13.92% (-130.7K) YoY -1.88% (-20.6K)	All Managers (Combined)	$203.4M	QoQ -1.19% (-$2.5M) YoY +3.48% (-$6.9M)
(BSVcusip921937827)	2.6M	QoQ +690.06% (+2.2M) YoY +65206.17% (+2.6M)	All Managers (Combined)	$200.2M	QoQ +700.38% (+$175.2M) YoY +66575.41% (+$199.9M)
(MUBcusip464288414)	1.6M	QoQ +20.12% (+264.3K) YoY +48.64% (+516.1K)	All Managers (Combined)	$166.3M	QoQ +18.87% (+$26.4M) YoY +45.65% (+$52.1M)
(cusip464288257)✕	1.1M	QoQ - YoY -4.92% (-58.2K)	All Managers (Combined)	$130.9M	QoQ +1114047.37% (+$130.9M) YoY +0.48% (-$626.4K)
Spdr Gold Trust(GLDcusip78463V107)	447.4K	QoQ -2.74% (-12.6K) YoY -14.54% (-76.1K)	All Managers (Combined)	$128.9M	QoQ +15.73% (-$17.5M) YoY +19.69% (-$21.2M)
(VTVcusip922908744)	730.6K	QoQ -4.97% (-38.3K) YoY +16.33% (+102.6K)	All Managers (Combined)	$126.2M	QoQ -3.04% (-$4.0M) YoY +23.39% (+$23.9M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	227.3K	QoQ -8.30% (-20.6K) YoY +0.27% (+614)	All Managers (Combined)	$121.1M	QoQ +7.73% (-$8.7M) YoY +26.99% (+$25.7M)
(cusip25434V765)✕	4.3M	QoQ +1084.10% (+4.0M) YoY +1324.25% (+4.0M)	All Managers (Combined)	$116.4M	QoQ +1164.35% (+$107.2M) YoY +1324.25% (+$108.2M)
(cusip25434V732)✕	4.2M	QoQ +185.72% (+2.7M) YoY +335.30% (+3.2M)	All Managers (Combined)	$111.3M	QoQ +188.67% (+$72.8M) YoY +351.87% (+$86.7M)
Meta Platforms, Inc.(METAcusip30303M102)	189.6K	QoQ +9.20% (+16.0K) YoY +74.21% (+80.8K)	All Managers (Combined)	$109.3M	QoQ +7.49% (+$7.6M) YoY +106.79% (+$56.4M)
(cusip46641Q159)✕	2.2M	QoQ +21.18% (+377.4K) YoY NEW(+2.2M)	All Managers (Combined)	$99.5M	QoQ +22.37% (+$18.2M) YoY NEW(+$99.5M)
(IJRcusip464287804)	949.5K	QoQ +1.47% (-13.8K) YoY +19.13% (+152.5K)	All Managers (Combined)	$99.3M	QoQ -7.90% (-$8.5M) YoY +12.72% (+$11.2M)
Eli Lilly & Co(LLYcusip532457108)	117.8K	QoQ +15.78% (+16.1K) YoY +115.00% (+63.0K)	All Managers (Combined)	$97.3M	QoQ +23.86% (+$18.7M) YoY +128.25% (+$54.7M)