Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,164 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 2.8M | $732M | 9.1% | $203.05 | +25.22% | 21 qtrssince 2019-Q1 | Increased 64 |
VANGUARD RUSSELL 1000 GROWTH | 3.3M | $283.8M | 3.5% | $68.28 | +25.75% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE INTL STOCK ETF | 3.7M | $249.6M | 3.1% | $56.81 | +11.82% | 21 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 522,442 | $219.8M | 2.7% | $322.25 | +28.88% | 21 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 2.2M | $217.5M | 2.7% | $93.44 | -4.54% | 21 qtrssince 2019-Q1 | Increased 56 |
APPLE INC | 1.2M | $214.3M | 2.7% | $162.39 | +4.46% | 21 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.1M | $196.5M | 2.4% | $125.13 | +44.16% | 21 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 184,947 | $167.1M | 2.1% | $42.57 | +112.12% | 21 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 3.7M | $134.1M | 1.7% | $29.32 | +22.20% | 10 qtrssince 2021-Q4 | Increased 49 |
ISHARES MSCI ACWI ETF | 1.2M | $130.3M | 1.6% | $92.53 | +15.10% | 21 qtrssince 2019-Q1 | Increased 49 |
ISHARES NATIONAL MUNI BOND E | 1.1M | $114.2M | 1.4% | $96.54 | +3.35% | 21 qtrssince 2019-Q1 | Increased 48 |
FIDELITY MERRIMACK STR TR | 2.4M | $110.4M | 1.4% | $41.78 | -2.70% | 13 qtrssince 2021-Q1 | Increased 53 |
SPDR GOLD TRUST | 523,498 | $107.7M | 1.3% | $175.21 | +17.42% | 21 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 698,597 | $105.4M | 1.3% | $117.62 | +27.36% | 21 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD VALUE ETF | 628,007 | $102.3M | 1.3% | $135.19 | +15.86% | 10 qtrssince 2021-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 226,701 | $95.3M | 1.2% | $300.73 | +39.83% | 21 qtrssince 2019-Q1 | Increased 47 |
DIMENSIONAL US EQ MKT ETF | 1.6M | $92.2M | 1.1% | $49.11 | +13.94% | 10 qtrssince 2021-Q4 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 796,980 | $88.1M | 1.1% | $92.55 | +15.61% | 21 qtrssince 2019-Q1 | Increased 48 |
SPDR INDEX SHS FDS | 1.4M | $81.3M | 1.0% | $49.29 | +16.29% | 21 qtrssince 2019-Q1 | Increased 47 |
VANGUARD TAX-EXEMPT BOND ETF | 1.5M | $75.9M | 0.9% | $45.84 | +1.97% | 14 qtrssince 2020-Q4 | Increased 43 |
Sequoia Financial Advisors, LLC manages $8B across 1164 positions as of Q1 2024. Top holdings: VTI (9.1%), VONG (3.5%), IXUS (3.1%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 99 new positions, 142 exits, 305 increased. Top move: VTI (INCREASED, conviction 64). Portfolio: $8.0B across 1164 positions.
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Portfolio allocation by GICS sector
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer