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CIK: 0001599900
Total reported value
$20.1B
$20.1B
1200 檔
9.3%
In Q2 2024, Sequoia Financial Advisors, LLC's U.S. equity holdings reached a combined market value of $20.1B, distributed across 1200 disclosed stock positions.
In Q2 2024, Sequoia Financial Advisors, LLC displayed an active expansion posture, initiating 6 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1200 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.45% | +0.26% | +4.07% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.75% | +0.04% | +1.21% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.23% | +0.10% | +1.73% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.12% | +0.06% | +4.29% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.05% | -0.04% | +8.27% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.72% | +0.21% | +888.83% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.57% | — | +1.11% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.98% | +0.10% | +19.41% | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.67% | -0.03% | +4.53% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.49% | +0.08% | -3.02% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 1.31% | -0.29% | -3.26% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.30% | -0.03% | -4.72% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.25% | +0.03% | +2.77% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.13% | +0.01% | -1.59% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | +0.13% | +2.19% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.06% | -1.83% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.08% | +0.05% | +5.57% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.02% | — | +0.88% | |
| 19 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.96% | +0.10% | -3.70% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | +0.15% | +54.24% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.92% | — | +1.64% | |
| 22 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.91% | -0.01% | +6.68% | |
| 23 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.84% | — | — | |
| 24 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.82% | +0.02% | — | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.07% | +13.04% | |
| 26 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.70% | +0.03% | — | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.70% | +0.10% | +5.20% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.69% | — | -11.09% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.18% | +13.94% | |
| 30 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.67% | +0.01% | -0.48% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | +0.02% | -3.51% | |
| 32 | FMB | First Trust Managed Municipa | ETF-Other | 0.63% | -0.01% | +3.77% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.01% | -1.66% | |
| 34 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 0.61% | — | +0.01% | |
| 35 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.59% | -0.01% | -0.11% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.17% | +4.89% | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.56% | — | +5.98% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.55% | -0.10% | +8.49% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.09% | +3.98% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | +0.05% | -0.79% | |
| 41 | AMT | American Tower CORP | Stock-Real Estate | 0.52% | — | -25.19% | |
| 42 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.52% | -0.02% | +17.69% | |
| 43 | PLNT | Planet Fitness Inc - Cl A | Stock-Consumer Disc | 0.51% | — | +39.05% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.02% | +1.33% | |
| 45 | VICI | Vici Properties Inc | Stock-Real Estate | 0.50% | -0.02% | +0.09% | |
| 46 | DFAI | Dimensional International Co | ETF-Other | 0.50% | -0.01% | +7.33% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.01% | -0.71% | |
| 48 | DFAT | Dimensional US Target Value | ETF-Other | 0.47% | — | +5.05% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.47% | -0.16% | EXIT | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.10% | +13.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPIE | Jpmorgan Income ETF | +0.8% | NEW | New buy |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | +0.8% | NEW | New buy |
| 3 | PYLD | Pimco Multisector Bond Actv | +0.7% | NEW | New buy |
| 4 | NVDA | Nvidia CORP | +0.6% | +888.83% | Add |
| 5 | AAPL | Apple Inc | +0.6% | +1.73% | Add |
| 6 | AVGO | Broadcom Inc | +0.4% | +54.24% | Add |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +4.07% | Add |
| 8 | LH | Labcorp Holdings Inc | +0.3% | NEW | New buy |
| 9 | MSFT | Microsoft CORP | +0.3% | +8.27% | Add |
| 10 | CHDN | Churchill Downs Inc | +0.3% | NEW | New buy |
| 11 | DFAU | Dimensional US Core Equity M | +0.3% | +19.41% | Add |
| 12 | WYNN | Wynn Resorts LTD | +0.3% | +6720.37% | Add |
| 13 | DFAX | Dimensional World Ex US Core | +0.2% | NEW | New buy |
| 14 | CZR | Caesars Entertainment Inc | +0.2% | +183.25% | Add |
| 15 | VONG | Vanguard Russell 1000 Growth | +0.2% | +1.21% | Add |
| 16 | WM | Waste Management Inc | +0.2% | +118.94% | Add |
| 17 | PLNT | Planet Fitness Inc - Cl A | +0.2% | +39.05% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.02% | Trim |
| 19 | GOOG | Alphabet Inc-cl C | +0.2% | +2.19% | Add |
| 20 | MCHP | Microchip Technology Inc | +0.2% | +118.19% | Add |
| 21 | XYL | Xylem Inc | +0.2% | +63.41% | Add |
| 22 | LLY | Eli Lilly & Co | +0.2% | +13.94% | Add |
| 23 | NXPI | NXP Semiconductors N.V. | +0.1% | +80.86% | Add |
| 24 | AMZN | Amazon.com Inc | +0.1% | +1.11% | Add |
| 25 | TKO | Tko Group Holdings Inc | +0.1% | +0.01% | Add |
| 26 | COST | Costco Wholesale CORP | +0.1% | +13.67% | Add |
| 27 | PEP | Pepsico Inc | +0.1% | +46.43% | Add |
| 28 | QCOM | Qualcomm Inc | +0.1% | +54.75% | Add |
| 29 | META | Meta Platforms Inc-class A | +0.1% | +13.04% | Add |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | -0.48% | Trim |
| 31 | ACWI | Ishares Msci Acwi ETF | +0.1% | +4.53% | Add |
| 32 | IXUS | Ishares Core Intl Stock ETF | 0% | +4.29% | Add |
| 33 | CSCO | Cisco Systems Inc | -0.1% | -57.18% | Trim |
| 34 | BX | Blackstone Inc | -0.1% | -40.40% | Trim |
| 35 | SGOV | Ishares 0-3 Month Treasury B | -0.1% | -19.99% | Trim |
| 36 | WD | Walker & Dunlop Inc | -0.1% | -34.40% | Trim |
| 37 | SCHR | Schwab Intermediate-term US | -0.2% | -94.15% | Trim |
| 38 | SCHW | Schwab (charles) CORP | -0.2% | -80.59% | Trim |
| 39 | NKE | Nike Inc -cl B | -0.2% | -88.60% | Trim |
| 40 | VCIT | Vanguard Int-term Corporate | -0.2% | -27.55% | Trim |
| 41 | AMT | American Tower CORP | -0.2% | -25.19% | Trim |
| 42 | BAX | Baxter International Inc | -0.2% | -97.19% | Trim |
| 43 | VMBS | Vanguard Mortgage-backed Sec | -0.3% | -85.68% | Trim |
| 44 | LVS | Las Vegas Sands CORP | -0.3% | -98.90% | Trim |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | -0.3% | -96.82% | Trim |
| 46 | ✓ | Laboratory Corp. of America | -0.4% | EXIT | Sold out |
| 47 | GOVT | Ishares US Treasury Bond ETF | -0.4% | -94.70% | Trim |
| 48 | TLH | Ishares 10-20 Year Treasury | -0.7% | -93.11% | Trim |
| 49 | FBND | Fidelity Total Bond ETF | -1.1% | -76.61% | Trim |
| 50 | AGG | Ishares Core U.s. Aggregate | -2.4% | -89.88% | 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 1200 disclosed positions in Q2 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, AAPL) accounted for 9.3% of total reported equity market value during Q2 2024.
Top New Position Initiated
JPIE
市值: $70.0M
Top Position Liquidated / Trimmed
Laboratory Corp. of America
前期市值: $29.5M
During Q2 2024, Sequoia Financial Advisors, LLC's top holdings by market value included VTI (9.4%)、VONG (3.8%)、AAPL (3.2%). The largest single position, VTI, represented 9.4% of total portfolio value.
In Q2 2024, Sequoia Financial Advisors, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 24 positions, trimming 19 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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