Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings968 positions
VANGUARD INDEX FDS | 2.5M | $543.8M | 9.3% | $196.12 | +7.71% | 18 qtrssince 2019-Q1 | Increased 67 |
ISHARES TR | 4.3M | $267M | 4.6% | $55.81 | +2.01% | 18 qtrssince 2019-Q1 | Increased 59 |
VANGUARD SCOTTSDALE FDS | 3.1M | $219.9M | 3.8% | $61.88 | +12.37% | 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% | $41.65 | 0.00% | 1 qtr | New 79 |
APPLE INC | 808,354 | $156.8M | 2.7% | $139.82 | +36.70% | 18 qtrssince 2019-Q1 | Increased 56 |
SCHWAB STRATEGIC TR | 4M | $128.4M | 2.2% | $26.80 | +8.75% | 9 qtrssince 2021-Q2 | Increased 54 |
ISHARES TR | 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% | $128.50 | +1.45% | 18 qtrssince 2019-Q1 | Increased 76 |
VANGUARD INDEX FDS | 728,479 | $103.5M | 1.8% | $132.06 | -0.03% | 7 qtrssince 2021-Q4 | Increased 72 |
SPDR GOLD TR | 577,823 | $103M | 1.8% | $175.14 | +1.11% | 18 qtrssince 2019-Q1 | Increased 76 |
ISHARES TR | 1M | $98.1M | 1.7% | $90.91 | +0.43% | 18 qtrssince 2019-Q1 | Increased 58 |
DIMENSIONAL ETF TRUST | 3.2M | $97.9M | 1.7% | $28.45 | +5.07% | 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% | $271.70 | +22.21% | 18 qtrssince 2019-Q1 | Increased 52 |
BERKSHIRE HATHAWAY INC DEL | 239,487 | $81.7M | 1.4% | $291.96 | +16.80% | 18 qtrssince 2019-Q1 | Increased 65 |
DIMENSIONAL ETF TRUST | 1.7M | $79.9M | 1.4% | $48.62 | -4.39% | 7 qtrssince 2021-Q4 | Increased 47 |
ALPHABET INC | 625,953 | $74.9M | 1.3% | $116.33 | +1.93% | 18 qtrssince 2019-Q1 | Increased 75 |
PALO ALTO NETWORKS INC | 278,948 | $71.3M | 1.2% | $116.59 | +9.57% | 16 qtrssince 2019-Q3 | Increased 75 |
SPDR INDEX SHS FDS | 1.3M | $69.4M | 1.2% | $49.09 | +0.29% | 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: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 170 new positions, 42 exits, 475 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
Verify source filings on SEC EDGAR