Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings1,221 positions
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 2.9M | $784.1M | 9.4% | $203.36 | +28.05% | 22 qtrssince 2019-Q1 | Increased 64 |
VANGUARD RUSSELL 1000 GROWTH ETF | 3.3M | $310.9M | 3.7% | $63.22 | +46.86% | 22 qtrssince 2019-Q1 | Increased 57 |
Apple Inc. | 1.3M | $267.8M | 3.2% | $158.64 | +31.51% | 22 qtrssince 2019-Q1 | Increased 57 |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 3.8M | $259.1M | 3.1% | $56.32 | +12.51% | 22 qtrssince 2019-Q1 | Increased 59 |
Microsoft Corp. | 565,642 | $252.8M | 3.0% | $328.88 | +33.55% | 22 qtrssince 2019-Q1 | Increased 61 |
NVIDIA Corp. | 1.8M | $225.6M | 2.7% | $42.49 | +189.94% | 22 qtrssince 2019-Q1 | Increased 85 |
Amazon.com, Inc. | 1.1M | $212.9M | 2.6% | $134.90 | +43.25% | 22 qtrssince 2019-Q1 | Increased 53 |
DIMENSIONAL US CORE EQUITY MARKET ETF | 4.4M | $164.2M | 2.0% | $30.28 | +20.89% | 11 qtrssince 2021-Q4 | Increased 57 |
ISHARES MSCI ACWI ETF | 1.2M | $139M | 1.7% | $92.69 | +17.49% | 22 qtrssince 2019-Q1 | Increased 50 |
Alphabet Inc. | 677,523 | $123.4M | 1.5% | $119.86 | +50.71% | 22 qtrssince 2019-Q1 | Decreased 0 |
SPDR GOLD SHARES | 506,252 | $108.8M | 1.3% | $175.21 | +22.72% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES NATIONAL MUNI BOND ETF | 1M | $107.7M | 1.3% | $96.54 | +3.11% | 22 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 645,399 | $103.8M | 1.3% | $133.36 | +14.68% | 11 qtrssince 2021-Q4 | Increased 49 |
DIMENSIONAL U.S. EQUITY MARKET ETF | 1.6M | $93.7M | 1.1% | $48.62 | +18.32% | 11 qtrssince 2021-Q4 | Decreased 0 |
Alphabet Inc. | 503,023 | $92.3M | 1.1% | $125.31 | +45.17% | 22 qtrssince 2019-Q1 | Increased 48 |
Berkshire Hathaway Inc. | 222,546 | $90.5M | 1.1% | $301.81 | +34.79% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL CAP ETF | 841,353 | $89.7M | 1.1% | $92.24 | +11.44% | 22 qtrssince 2019-Q1 | Increased 50 |
STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | 1.3M | $79.8M | 1.0% | $49.24 | +19.63% | 22 qtrssince 2019-Q1 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 146,331 | $79.6M | 1.0% | $434.28 | +22.11% | 22 qtrssince 2019-Q1 | Increased 42 |
Broadcom Inc | 48,446 | $77.8M | 0.9% | $122.11 | +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 Score: 3/5.0.
Active quarter - 114 new positions, 60 exits, 663 increased. Top move: NVDA (INCREASED, conviction 85). Portfolio: $8.3B across 1221 positions.
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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