Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings1,221 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 2.9M | $784.1M | 9.4% | $205.38 | +27.88% | 22 qtrssince 2019-Q1 | Increased 64 |
VANGUARD RUSSELL 1000 GROWTH | 3.3M | $310.9M | 3.7% | $68.58 | +35.74% | 22 qtrssince 2019-Q1 | Increased 57 |
APPLE INC | 1.3M | $267.8M | 3.2% | $163.18 | +27.85% | 22 qtrssince 2019-Q1 | Increased 57 |
ISHARES CORE INTL STOCK ETF | 3.8M | $259.1M | 3.1% | $57.11 | +12.38% | 22 qtrssince 2019-Q1 | Increased 59 |
MICROSOFT CORP | 565,642 | $252.8M | 3.0% | $331.40 | +33.37% | 22 qtrssince 2019-Q1 | Increased 61 |
NVIDIA CORP | 1.8M | $225.6M | 2.7% | $115.29 | +7.11% | 22 qtrssince 2019-Q1 | Increased 85 |
AMAZON.COM INC | 1.1M | $212.9M | 2.6% | $125.87 | +53.53% | 22 qtrssince 2019-Q1 | Increased 53 |
DIMENSIONAL ETF TRUST | 4.4M | $164.2M | 2.0% | $30.55 | +20.70% | 11 qtrssince 2021-Q4 | Increased 57 |
ISHARES MSCI ACWI ETF | 1.2M | $139M | 1.7% | $93.27 | +17.51% | 22 qtrssince 2019-Q1 | Increased 50 |
ALPHABET INC-CL A | 677,523 | $123.4M | 1.5% | $117.62 | +53.88% | 22 qtrssince 2019-Q1 | Decreased 0 |
SPDR GOLD TRUST | 506,252 | $108.8M | 1.3% | $175.21 | +22.72% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES NATIONAL MUNI BOND E | 1M | $107.7M | 1.3% | $96.54 | +3.11% | 22 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD VALUE ETF | 645,399 | $103.8M | 1.3% | $135.73 | +14.39% | 11 qtrssince 2021-Q4 | Increased 49 |
DIMENSIONAL US EQ MKT ETF | 1.6M | $93.7M | 1.1% | $49.11 | +17.99% | 11 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC-CL C | 503,023 | $92.3M | 1.1% | $119.40 | +52.64% | 22 qtrssince 2019-Q1 | Increased 48 |
BERKSHIRE HATHAWAY INC-CL B | 222,546 | $90.5M | 1.1% | $300.73 | +35.27% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 841,353 | $89.7M | 1.1% | $93.14 | +11.27% | 22 qtrssince 2019-Q1 | Increased 50 |
SPDR INDEX SHS FDS | 1.3M | $79.8M | 1.0% | $49.29 | +19.52% | 22 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 146,331 | $79.6M | 1.0% | $435.90 | +22.61% | 22 qtrssince 2019-Q1 | Increased 42 |
BROADCOM INC | 48,446 | $77.8M | 0.9% | $122.33 | +28.82% | 11 qtrssince 2021-Q4 | Increased 59 |
Sequoia Financial Advisors, LLC manages $8.3B across 1221 positions as of Q2 2024. Top holdings: VTI (9.4%), VONG (3.7%), AAPL (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 113 new positions, 59 exits, 663 increased. Top move: NVDA (INCREASED, conviction 85). Portfolio: $8.3B across 1221 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