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CIK: 0001599900
Total reported value
$20.1B
$20.1B
1274 檔
10.1%
At the close of Q3 2024, Sequoia Financial Advisors, LLC disclosed equity holdings valued at approximately $20.1B, spread across 1274 reported holdings.
In Q3 2024, Sequoia Financial Advisors, LLC displayed an active expansion posture, initiating 6 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1274 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.06% | +0.26% | +1.73% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.43% | +0.04% | +0.07% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.34% | +0.10% | +5.18% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.05% | +0.06% | +2.02% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.89% | -0.04% | +10.52% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.73% | +0.21% | +14.70% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.20% | — | -0.12% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.05% | +0.10% | +10.07% | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.62% | -0.03% | +2.35% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.22% | -0.06% | +10.63% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 1.21% | -0.29% | -8.33% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.19% | +0.03% | -1.20% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.19% | -0.03% | +1.25% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.09% | +0.05% | +3.28% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.03% | +0.01% | -3.14% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | -0.07% | +27.93% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | +0.08% | -19.92% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.95% | +0.15% | +963.54% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | +0.13% | +4.51% | |
| 20 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.91% | +0.10% | +0.04% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | — | -4.84% | |
| 22 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.89% | -0.01% | +1.63% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.84% | — | +0.03% | |
| 24 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.81% | — | +6.33% | |
| 25 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.79% | +0.02% | +6.62% | |
| 26 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.74% | +0.03% | +13.52% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.66% | +0.10% | +4.24% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.18% | +9.72% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | +0.02% | +6.73% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.64% | — | -2.08% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.63% | -0.10% | +6.28% | |
| 32 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 0.62% | — | -0.00% | |
| 33 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.61% | -0.02% | +26.79% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.09% | +3.81% | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.59% | — | +5.78% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.17% | +12.33% | |
| 37 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.56% | -0.01% | -0.02% | |
| 38 | AMT | American Tower CORP | Stock-Real Estate | 0.55% | — | -0.03% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.01% | -8.08% | |
| 40 | VICI | Vici Properties Inc | Stock-Real Estate | 0.52% | -0.02% | -0.00% | |
| 41 | DFAI | Dimensional International Co | ETF-Other | 0.51% | -0.01% | +8.73% | |
| 42 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.51% | +0.01% | -15.64% | |
| 43 | PLNT | Planet Fitness Inc - Cl A | Stock-Consumer Disc | 0.50% | — | -0.00% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | +0.05% | +1.07% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.02% | +5.54% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.10% | +14.46% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.49% | -0.01% | +13.94% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | — | +10.64% | |
| 49 | DFAT | Dimensional US Target Value | ETF-Other | 0.47% | — | +3.85% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.47% | -0.02% | +9.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BN | Brookfield CORP | +0.4% | +4149.29% | Add |
| 2 | LINE | Lineage Inc | +0.3% | NEW | New buy |
| 3 | JNJ | Johnson & Johnson | +0.2% | +144.90% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.2% | +27.93% | Add |
| 5 | OKE | Oneok Inc | +0.2% | +2459.30% | Add |
| 6 | SCHW | Schwab (charles) CORP | +0.2% | +548.02% | Add |
| 7 | RRR | Red Rock Resorts Inc-class A | +0.2% | +4050.32% | Add |
| 8 | ORCL | Oracle CORP | +0.2% | +61.73% | Add |
| 9 | TPL | Texas Pacific Land CORP | +0.2% | NEW | New buy |
| 10 | WYNN | Wynn Resorts LTD | +0.2% | +62.33% | Add |
| 11 | BAM | Brookfield Asset Mgmt-a | +0.2% | NEW | New buy |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +10.63% | Add |
| 13 | MRK | Merck & Co. Inc. | +0.1% | +84.38% | Add |
| 14 | BIP | Brookfield Infrastructure Partners L.P. | +0.1% | +137.76% | Add |
| 15 | AAPL | Apple Inc | +0.1% | +5.18% | Add |
| 16 | TXN | Texas Instruments Inc | +0.1% | +166.52% | Add |
| 17 | LUMN | Lumen Technologies Inc | +0.1% | NEW | New buy |
| 18 | FISV | Fiserv Inc | +0.1% | +354.51% | Add |
| 19 | DFCF | Dimensional Core Fixed Inc | +0.1% | +26.79% | Add |
| 20 | MPLX | Mplx LP | +0.1% | NEW | New buy |
| 21 | RTX | Rtx CORP | +0.1% | +6.28% | Add |
| 22 | IBM | Intl Business Machines CORP | +0.1% | +23.93% | Add |
| 23 | CMPR | Cimpress plc | +0.1% | NEW | New buy |
| 24 | DFAU | Dimensional US Core Equity M | +0.1% | +10.07% | Add |
| 25 | WMT | Walmart Inc | +0.1% | +3.81% | Add |
| 26 | HD | Home Depot Inc | +0.1% | +10.64% | Add |
| 27 | PYLD | Pimco Multisector Bond Actv | 0% | +13.52% | Add |
| 28 | TMO | Thermo Fisher Scientific Inc | 0% | +5.78% | Add |
| 29 | AMT | American Tower CORP | 0% | -0.03% | Trim |
| 30 | COST | Costco Wholesale CORP | 0% | +14.46% | Add |
| 31 | NVDA | Nvidia CORP | 0% | +14.70% | Add |
| 32 | IJR | Ishares Core S&p Small-cap E | 0% | +3.28% | Add |
| 33 | AVGO | Broadcom Inc | 0% | +963.54% | Add |
| 34 | MGV | Vanguard Mega Cap Value ETF | 0% | +1.63% | Add |
| 35 | ACWI | Ishares Msci Acwi ETF | -0.1% | +2.35% | Add |
| 36 | VTV | Vanguard Value ETF | -0.1% | -1.20% | Trim |
| 37 | IXUS | Ishares Core Intl Stock ETF | -0.1% | +2.02% | Add |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -78.64% | Trim |
| 39 | MSFT | Microsoft CORP | -0.2% | +10.52% | Add |
| 40 | PANW | Palo Alto Networks Inc | -0.2% | -15.64% | Trim |
| 41 | BWA | Borgwarner Inc | -0.2% | -97.84% | Trim |
| 42 | FBND | Fidelity Total Bond ETF | -0.2% | -55.93% | Trim |
| 43 | WD | Walker & Dunlop Inc | -0.2% | EXIT | Sold out |
| 44 | CHDN | Churchill Downs Inc | -0.3% | EXIT | Sold out |
| 45 | VONG | Vanguard Russell 1000 Growth | -0.3% | +0.07% | Add |
| 46 | AMZN | Amazon.com Inc | -0.4% | -0.12% | Trim |
| 47 | CZR | Caesars Entertainment Inc | -0.4% | EXIT | Sold out |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | +1.73% | Add |
| 49 | FMB | First Trust Managed Municipa | -0.4% | -65.40% | Trim |
| 50 | GOOGL | Alphabet Inc-cl A | -0.5% | -19.92% | 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 1274 disclosed positions in Q3 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 10.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
LINE
市值: $23.9M
Top Position Liquidated / Trimmed
CZR
前期市值: $31.8M
During Q3 2024, Sequoia Financial Advisors, LLC's top holdings by market value included VTI (9.1%)、VONG (3.4%)、AAPL (3.3%). The largest single position, VTI, represented 9.1% of total portfolio value.
In Q3 2024, Sequoia Financial Advisors, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 32 positions, trimming 9 holdings, and fully liquidating 3 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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