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CIK: 0001599900
Total reported value
$20.1B
$20.1B
1146 檔
8.5%
In Q1 2024, Sequoia Financial Advisors, LLC's U.S. equity holdings reached a combined market value of $20.1B, distributed across 1146 disclosed stock positions.
Sequoia Financial Advisors, LLC executed strategic sector rebalancing during Q1 2024, establishing 2 new positions while fully exiting 1 holdings and trimming 24 positions.
Showing top 200 holdings (of 1146 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.10% | +0.26% | +4.23% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.53% | +0.04% | -0.49% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.10% | +0.06% | -19.02% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.73% | -0.04% | +0.86% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.70% | — | +6.74% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.67% | +0.10% | -1.02% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.44% | — | -4.64% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.08% | +0.21% | -20.57% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.67% | +0.10% | +3.57% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.62% | -0.03% | +3.63% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 1.42% | -0.03% | +2.00% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.37% | -0.01% | +11.30% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 1.34% | -0.29% | -2.95% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.31% | +0.08% | -6.46% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.27% | +0.03% | -20.37% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.19% | -0.06% | +0.56% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.15% | +0.01% | -0.50% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.10% | +0.05% | +2.16% | |
| 19 | SPGM | State Street Spdr Portfolio | ETF-Other | 1.01% | +0.10% | +1.28% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.00% | — | +1.70% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.94% | — | +1.89% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.13% | -2.45% | |
| 23 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.89% | -0.01% | +9.57% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.77% | — | -2.85% | |
| 25 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.77% | -0.01% | +5.77% | |
| 26 | AMT | American Tower CORP | Stock-Real Estate | 0.73% | — | +193.60% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | +0.02% | -2.11% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.66% | -0.01% | +83.71% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.07% | -17.11% | |
| 30 | FMB | First Trust Managed Municipa | ETF-Other | 0.63% | -0.01% | +9.31% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.63% | +0.10% | -32.06% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.01% | -8.16% | |
| 33 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.62% | -0.01% | -66.07% | |
| 34 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.59% | +0.01% | -33.89% | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.58% | — | +77.80% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.17% | +22.61% | |
| 37 | VICI | Vici Properties Inc | Stock-Real Estate | 0.53% | -0.02% | -0.27% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.18% | -14.83% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.05% | +9.16% | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.52% | +0.08% | +20.15% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.15% | -20.86% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.51% | -0.10% | +94.92% | |
| 43 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 0.50% | — | +0.01% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.02% | +67.57% | |
| 45 | DFAT | Dimensional US Target Value | ETF-Other | 0.49% | — | +2.12% | |
| 46 | DFAI | Dimensional International Co | ETF-Other | 0.49% | -0.01% | +3.64% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.09% | +198.00% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.01% | -10.80% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.47% | -0.16% | EXIT | |
| 50 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.46% | -0.02% | -27.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.2% | +4.23% | Add |
| 2 | NVDA | Nvidia CORP | +0.7% | -20.57% | Trim |
| 3 | AMT | American Tower CORP | +0.5% | +193.60% | Add |
| 4 | SSNC | Ss&c Technologies Holdings | +0.4% | NEW | New buy |
| 5 | VONG | Vanguard Russell 1000 Growth | +0.4% | -0.49% | Trim |
| 6 | MSFT | Microsoft CORP | +0.3% | +0.86% | Add |
| 7 | VCIT | Vanguard Int-term Corporate | +0.3% | +83.71% | Add |
| 8 | AMZN | Amazon.com Inc | +0.3% | -4.64% | Trim |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.3% | +77.80% | Add |
| 10 | RTX | Rtx CORP | +0.3% | +94.92% | Add |
| 11 | PG | Procter & Gamble Co/the | +0.2% | +67.57% | Add |
| 12 | XYL | Xylem Inc | +0.2% | +1134.53% | Add |
| 13 | SLB | Slb LTD | +0.2% | +221.19% | Add |
| 14 | DFAU | Dimensional US Core Equity M | +0.2% | +3.57% | Add |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +0.56% | Add |
| 16 | ACWI | Ishares Msci Acwi ETF | +0.2% | +3.63% | Add |
| 17 | XOM | Exxon Mobil CORP | +0.2% | +22.61% | Add |
| 18 | AMGN | Amgen Inc | +0.2% | +66.63% | Add |
| 19 | PH | Parker Hannifin CORP | +0.2% | +59.52% | Add |
| 20 | MGV | Vanguard Mega Cap Value ETF | +0.2% | +9.57% | Add |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +323.60% | Add |
| 22 | LNG | Cheniere Energy Inc | +0.1% | +117.12% | Add |
| 23 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 24 | AGG | Ishares Core U.s. Aggregate | +0.1% | +6.74% | Add |
| 25 | ✓ | Laboratory Corp. of America | +0.1% | +54.62% | Add |
| 26 | FBND | Fidelity Total Bond ETF | +0.1% | +11.30% | Add |
| 27 | VZ | Verizon Communications Inc | +0.1% | +29.37% | Add |
| 28 | ZBH | Zimmer Biomet Holdings Inc | +0.1% | +34.00% | Add |
| 29 | ROK | Rockwell Automation Inc | -0.1% | -85.41% | Trim |
| 30 | HSY | Hershey Co/the | -0.1% | -89.19% | Trim |
| 31 | TSLA | Tesla Inc | -0.1% | -26.46% | Trim |
| 32 | LVS | Las Vegas Sands CORP | -0.1% | -35.18% | Trim |
| 33 | FCX | Freeport-mcmoran Inc | -0.2% | -92.38% | Trim |
| 34 | DFCF | Dimensional Core Fixed Inc | -0.2% | -27.89% | Trim |
| 35 | VTV | Vanguard Value ETF | -0.2% | -20.37% | Trim |
| 36 | PLNT | Planet Fitness Inc - Cl A | -0.2% | -26.30% | Trim |
| 37 | CTRA | Coterra Energy Inc | -0.2% | -95.21% | Trim |
| 38 | GDEN | Golden Entertainment Inc | -0.2% | -37.62% | Trim |
| 39 | VUG | Vanguard Growth ETF | -0.2% | -32.06% | Trim |
| 40 | BX | Blackstone Inc | -0.2% | -48.93% | Trim |
| 41 | CVS | Cvs Health CORP | -0.2% | -86.08% | Trim |
| 42 | ECL | Ecolab Inc | -0.3% | -96.03% | Trim |
| 43 | KHC | Kraft Heinz Co/the | -0.3% | -95.13% | Trim |
| 44 | PANW | Palo Alto Networks Inc | -0.3% | -33.89% | Trim |
| 45 | MTN | Vail Resorts Inc | -0.3% | EXIT | Sold out |
| 46 | AAPL | Apple Inc | -0.4% | -1.02% | Trim |
| 47 | IVLU | Ishares Msci International V | -0.4% | -92.22% | Trim |
| 48 | IXUS | Ishares Core Intl Stock ETF | -0.6% | -19.02% | Trim |
| 49 | CZR | Caesars Entertainment Inc | -0.7% | -80.27% | Trim |
| 50 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -1.1% | -66.07% | Trim |
According to official SEC Form 13F filings, Sequoia Financial Advisors, LLC reported a total U.S. public equity portfolio value of $20.1B across 1146 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VONG, IXUS) accounted for 8.5% of total reported equity market value during Q1 2024.
Top New Position Initiated
SSNC
市值: $31.3M
Top Position Liquidated / Trimmed
MTN
前期市值: $27.6M
During Q1 2024, Sequoia Financial Advisors, LLC's top holdings by market value included VTI (9.1%)、VONG (3.5%)、IXUS (3.1%). The largest single position, VTI, represented 9.1% of total portfolio value.
In Q1 2024, Sequoia Financial Advisors, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 23 positions, trimming 24 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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