Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings965 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 2.5M | $526.7M | 9.2% | $198.16 | +4.05% | 19 qtrssince 2019-Q1 | Increased 61 |
ISHARES CORE INTL STOCK ETF | 4.3M | $258.1M | 4.5% | $56.59 | -2.38% | 19 qtrssince 2019-Q1 | Increased 57 |
VANGUARD RUSSELL 1000 GROWTH | 3.1M | $210.5M | 3.7% | $67.66 | -0.17% | 19 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.9M | $180.7M | 3.2% | $94.04 | -10.50% | 19 qtrssince 2019-Q1 | Increased 58 |
RED ROCK RESORTS INC | 3.7M | $152.2M | 2.7% | $42.95 | -12.04% | 2 qtrssince 2023-Q2 | Increased 52 |
APPLE INC | 819,462 | $140.3M | 2.5% | $147.33 | +14.66% | 19 qtrssince 2019-Q1 | Increased 52 |
SCHWAB FNDMN INTL LRG CO ETF | 4M | $127M | 2.2% | $27.04 | +6.30% | 10 qtrssince 2021-Q2 | Increased 52 |
PALO ALTO NETWORKS INC | 489,288 | $114.7M | 2.0% | $116.98 | +0.20% | 17 qtrssince 2019-Q3 | Increased 78 |
ISHARES NATIONAL MUNI BOND E | 1.1M | $109.5M | 1.9% | $96.48 | -2.86% | 19 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 860,424 | $109.4M | 1.9% | $116.34 | +9.27% | 19 qtrssince 2019-Q1 | Increased 49 |
VANGUARD VALUE ETF | 719,554 | $99.2M | 1.7% | $134.45 | -2.63% | 8 qtrssince 2021-Q4 | Decreased 0 |
ISHARES MSCI ACWI ETF | 1M | $96.3M | 1.7% | $91.41 | -3.21% | 19 qtrssince 2019-Q1 | Increased 48 |
DIMENSIONAL ETF TRUST | 3.2M | $96M | 1.7% | $28.72 | +1.63% | 8 qtrssince 2021-Q4 | Increased 48 |
SPDR GOLD TRUST | 537,354 | $92.1M | 1.6% | $175.14 | -2.11% | 19 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 270,396 | $85.4M | 1.5% | $276.53 | +12.28% | 19 qtrssince 2019-Q1 | Increased 50 |
FIDELITY MERRIMACK STR TR | 2M | $85M | 1.5% | $42.04 | -9.19% | 11 qtrssince 2021-Q1 | Increased 47 |
ALPHABET INC-CL A | 629,291 | $82.3M | 1.4% | $113.69 | +14.24% | 19 qtrssince 2019-Q1 | Increased 47 |
DIMENSIONAL US EQ MKT ETF | 1.6M | $76.5M | 1.3% | $49.11 | -7.55% | 8 qtrssince 2021-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 193,423 | $67.8M | 1.2% | $290.69 | +20.51% | 19 qtrssince 2019-Q1 | Decreased 0 |
SPDR INDEX SHS FDS | 1.3M | $67M | 1.2% | $49.13 | -2.32% | 19 qtrssince 2019-Q1 | Increased 46 |
Sequoia Financial Advisors, LLC manages $5.7B across 965 positions as of Q3 2023. Top holdings: VTI (9.2%), IXUS (4.5%), VONG (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 58 new positions, 64 exits, 455 increased. Top move: PANW (INCREASED, conviction 78). Portfolio: $5.7B across 965 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