Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings968 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 2.5M | $543.8M | 9.3% | $198.12 | +6.43% | 18 qtrssince 2019-Q1 | Increased 67 |
ISHARES CORE INTL STOCK ETF | 4.3M | $267M | 4.6% | $56.60 | +0.80% | 18 qtrssince 2019-Q1 | Increased 59 |
VANGUARD RUSSELL 1000 GROWTH | 3.1M | $219.9M | 3.8% | $67.66 | +1.59% | 18 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 1.9M | $183M | 3.1% | $94.33 | -7.80% | 18 qtrssince 2019-Q1 | Increased 57 |
RED ROCK RESORTS INC | 3.7M | $173.7M | 3.0% | $42.95 | 0.00% | 1 qtr | New 79 |
APPLE INC | 808,354 | $156.8M | 2.7% | $147.03 | +29.99% | 18 qtrssince 2019-Q1 | Increased 56 |
SCHWAB FNDMN INTL LRG CO ETF | 4M | $128.4M | 2.2% | $27.02 | +7.36% | 9 qtrssince 2021-Q2 | Increased 54 |
ISHARES NATIONAL MUNI BOND E | 1.1M | $119.6M | 2.1% | $96.48 | +0.44% | 18 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 837,702 | $109.2M | 1.9% | $116.05 | +10.22% | 18 qtrssince 2019-Q1 | Increased 76 |
VANGUARD VALUE ETF | 728,479 | $103.5M | 1.8% | $134.45 | -1.16% | 7 qtrssince 2021-Q4 | Increased 72 |
SPDR GOLD TRUST | 577,823 | $103M | 1.8% | $175.14 | +1.11% | 18 qtrssince 2019-Q1 | Increased 76 |
ISHARES MSCI ACWI ETF | 1M | $98.1M | 1.7% | $91.47 | -0.64% | 18 qtrssince 2019-Q1 | Increased 58 |
DIMENSIONAL ETF TRUST | 3.2M | $97.9M | 1.7% | $28.72 | +3.70% | 7 qtrssince 2021-Q4 | Increased 48 |
FIDELITY MERRIMACK STR TR | 1.9M | $87.8M | 1.5% | $42.08 | -6.41% | 10 qtrssince 2021-Q1 | Increased 49 |
MICROSOFT CORP | 254,315 | $86.6M | 1.5% | $274.38 | +19.82% | 18 qtrssince 2019-Q1 | Increased 52 |
BERKSHIRE HATHAWAY INC-CL B | 239,487 | $81.7M | 1.4% | $290.69 | +15.90% | 18 qtrssince 2019-Q1 | Increased 65 |
DIMENSIONAL US EQ MKT ETF | 1.7M | $79.9M | 1.4% | $49.11 | -5.75% | 7 qtrssince 2021-Q4 | Increased 47 |
ALPHABET INC-CL A | 625,953 | $74.9M | 1.3% | $113.60 | +4.05% | 18 qtrssince 2019-Q1 | Increased 75 |
PALO ALTO NETWORKS INC | 278,948 | $71.3M | 1.2% | $116.80 | +8.45% | 16 qtrssince 2019-Q3 | Increased 75 |
SPDR INDEX SHS FDS | 1.3M | $69.4M | 1.2% | $49.13 | +0.20% | 18 qtrssince 2019-Q1 | Increased 50 |
Sequoia Financial Advisors, LLC manages $5.8B across 968 positions as of Q2 2023. Top holdings: VTI (9.3%), IXUS (4.6%), VONG (3.8%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 169 new positions, 41 exits, 476 increased. Top move: RRR (NEW, conviction 79). Portfolio: $5.8B across 968 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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