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CIK: 0001599900
Total reported value
$20.1B
$20.1B
1334 檔
10.9%
As reported in its official Q4 2024 Form 13F filing, Sequoia Financial Advisors, LLC's tracked investment portfolio stood at $20.1B with 1334 total positions.
In Q4 2024, Sequoia Financial Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1334 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.95% | +0.26% | +7.61% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.50% | +0.10% | +8.68% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.25% | +0.04% | -1.35% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.78% | +0.21% | +2.50% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.62% | +0.06% | +5.28% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.52% | -0.04% | -0.77% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | — | -14.73% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.93% | +0.10% | +2.54% | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.47% | -0.03% | +2.66% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 1.35% | -0.03% | +28.28% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.25% | +0.03% | +20.58% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.23% | +0.15% | +6.74% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.08% | -0.06% | +0.69% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.07% | -0.29% | -0.93% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.04% | +0.05% | +7.68% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | +0.13% | +2.73% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.07% | +10.32% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.97% | — | +16.76% | |
| 19 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.90% | +0.01% | -4.51% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 0.84% | -0.22% | +128.04% | |
| 21 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.80% | +0.10% | +0.32% | |
| 22 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.78% | — | +8.82% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.08% | -23.52% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.18% | +48.54% | |
| 25 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.76% | +0.02% | +9.05% | |
| 26 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.75% | -0.01% | -3.91% | |
| 27 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.74% | +0.03% | +15.58% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.74% | — | +0.75% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.69% | +0.10% | +8.79% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | +0.02% | +3.28% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | +0.02% | +48.91% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.09% | +5.28% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.10% | +32.62% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.59% | -0.10% | +9.35% | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.56% | — | +189.71% | |
| 36 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.56% | -0.02% | +6.89% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.17% | +16.48% | |
| 38 | BN | Brookfield CORP | Stock-Financials | 0.51% | -0.02% | +18.42% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | +0.05% | +5.05% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.49% | -0.01% | +6308.61% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.01% | -1.87% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | — | +17.16% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.47% | — | +5.94% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.02% | +9.89% | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.46% | -0.01% | +9.53% | |
| 46 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.46% | -0.01% | +4.39% | |
| 47 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.46% | +0.08% | +28.89% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.45% | +0.07% | +10.75% | |
| 49 | DFAI | Dimensional International Co | ETF-Other | 0.45% | -0.01% | +6.43% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.44% | -0.16% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | +0.5% | +128.04% | Add |
| 2 | BND | Vanguard Total Bond Market | +0.5% | +6308.61% | Add |
| 3 | BNDX | Vanguard Total Intl Bond ETF | +0.4% | NEW | New buy |
| 4 | NDSN | Nordson CORP | +0.4% | +3845.09% | Add |
| 5 | MTUM | Ishares Msci USA Momentum Fa | +0.3% | NEW | New buy |
| 6 | VBR | Vanguard Small-cap Value ETF | +0.3% | +1545.51% | Add |
| 7 | AVGO | Broadcom Inc | +0.3% | +6.74% | Add |
| 8 | VOE | Vanguard Mid-cap Value ETF | +0.3% | +4871.54% | Add |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | +0.3% | +9157.35% | Add |
| 10 | XLC | Ss Comm Select Sector Spdr | +0.3% | NEW | New buy |
| 11 | USMV | Ishares Msci USA Min Vol Fac | +0.2% | +6039.62% | Add |
| 12 | BSV | Vanguard Short-term Bond ETF | +0.2% | +8092.74% | Add |
| 13 | V | Visa Inc-class A Shares | +0.2% | +48.91% | Add |
| 14 | VEA | Vanguard Ftse Developed ETF | +0.2% | +384.93% | Add |
| 15 | GLTR | Abrdn Precious Metals Basket | +0.2% | +8256.27% | Add |
| 16 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +4690.22% | Add |
| 17 | GDIV | Harbor Dividend Growth Leade | +0.2% | NEW | New buy |
| 18 | QUAL | Ishares Msci USA Quality Fac | +0.2% | +1472.02% | Add |
| 19 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 20 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +1021.88% | Add |
| 21 | AAPL | Apple Inc | +0.2% | +8.68% | Add |
| 22 | MUB | Ishares National Muni Bond E | +0.2% | +28.28% | Add |
| 23 | IMTM | Ishares Msci Intl Momentum F | +0.2% | NEW | New buy |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +4087.94% | Add |
| 25 | SPLV | Invesco S&p 500 Low Volatili | +0.2% | NEW | New buy |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +525.00% | Add |
| 27 | COST | Costco Wholesale CORP | +0.1% | +32.62% | Add |
| 28 | SHW | Sherwin-williams Co/the | +0.1% | +106.20% | Add |
| 29 | XLF | Ss Financial Select Sector | +0.1% | +288.49% | Add |
| 30 | LLY | Eli Lilly & Co | +0.1% | +48.54% | Add |
| 31 | CAT | Caterpillar Inc | +0.1% | +60.66% | Add |
| 32 | TSLA | Tesla Inc | +0.1% | +6.49% | Add |
| 33 | VTV | Vanguard Value ETF | +0.1% | +20.58% | Add |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +16.76% | Add |
| 35 | NVDA | Nvidia CORP | +0.1% | +2.50% | Add |
| 36 | GOOG | Alphabet Inc-cl C | +0.1% | +2.73% | Add |
| 37 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +7.61% | Add |
| 38 | 0C3 | Endeavor Group Hold-class A | -0.2% | -86.92% | Trim |
| 39 | VONG | Vanguard Russell 1000 Growth | -0.2% | -1.35% | Trim |
| 40 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 41 | TDVG | T Rowe Price Dividend Growth | -0.2% | -50.44% | Trim |
| 42 | MOAT | Vaneck Morningstar Wide Moat | -0.2% | -38.07% | Trim |
| 43 | NEE | Nextera Energy Inc | -0.2% | -56.42% | Trim |
| 44 | ZBH | Zimmer Biomet Holdings Inc | -0.2% | -92.43% | Trim |
| 45 | LINE | Lineage Inc | -0.3% | EXIT | Sold out |
| 46 | MCHP | Microchip Technology Inc | -0.3% | -91.26% | Trim |
| 47 | SSNC | Ss&c Technologies Holdings | -0.4% | -99.33% | Trim |
| 48 | PLNT | Planet Fitness Inc - Cl A | -0.5% | EXIT | Sold out |
| 49 | AMT | American Tower CORP | -0.5% | -95.91% | Trim |
| 50 | TKO | Tko Group Holdings Inc | -0.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Sequoia Financial Advisors, LLC reported a total U.S. public equity portfolio value of $20.1B across 1334 disclosed positions in Q4 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, AAPL, VONG) accounted for 10.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
BNDX
市值: $45.9M
Top Position Liquidated / Trimmed
TKO
前期市值: $58.1M
During Q4 2024, Sequoia Financial Advisors, LLC's top holdings by market value included VTI (8.9%)、AAPL (3.5%)、VONG (3.3%). The largest single position, VTI, represented 8.9% of total portfolio value.
In Q4 2024, Sequoia Financial Advisors, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 30 positions, trimming 9 holdings, and fully liquidating 4 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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