Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,289 positions
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 3M | $844.4M | 9.1% | $204.61 | +35.13% | 23 qtrssince 2019-Q1 | Increased 63 |
VANGUARD RUSSELL 1000 GROWTH ETF | 3.3M | $320.1M | 3.4% | $63.24 | +51.27% | 23 qtrssince 2019-Q1 | Increased 57 |
Apple Inc. | 1.3M | $311.7M | 3.3% | $162.21 | +42.45% | 23 qtrssince 2019-Q1 | Increased 60 |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 3.9M | $284.2M | 3.0% | $56.55 | +20.45% | 23 qtrssince 2019-Q1 | Increased 58 |
Microsoft Corp. | 624,875 | $268.9M | 2.9% | $337.86 | +25.38% | 23 qtrssince 2019-Q1 | Increased 58 |
NVIDIA Corp. | 2.1M | $254.7M | 2.7% | $52.68 | +129.92% | 23 qtrssince 2019-Q1 | Increased 60 |
Amazon.com, Inc. | 1.1M | $205M | 2.2% | $134.90 | +38.12% | 23 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL US CORE EQUITY MARKET ETF | 4.8M | $191.4M | 2.1% | $31.07 | +25.10% | 12 qtrssince 2021-Q4 | Increased 58 |
ISHARES MSCI ACWI ETF | 1.3M | $151.3M | 1.6% | $93.22 | +24.25% | 23 qtrssince 2019-Q1 | Increased 49 |
Berkshire Hathaway Inc. | 246,200 | $113.3M | 1.2% | $317.04 | +45.18% | 23 qtrssince 2019-Q1 | Increased 52 |
SPDR GOLD SHARES | 464,274 | $112.8M | 1.2% | $175.21 | +39.85% | 23 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 637,641 | $111.3M | 1.2% | $133.36 | +25.47% | 12 qtrssince 2021-Q4 | Decreased 0 |
ISHARES NATIONAL MUNI BOND ETF | 1M | $111.2M | 1.2% | $96.61 | +5.83% | 23 qtrssince 2019-Q1 | Increased 48 |
ISHARES CORE S&P SMALL CAP ETF | 868,939 | $101.6M | 1.1% | $92.90 | +21.86% | 23 qtrssince 2019-Q1 | Increased 49 |
DIMENSIONAL U.S. EQUITY MARKET ETF | 1.5M | $96M | 1.0% | $48.62 | +25.37% | 12 qtrssince 2021-Q4 | Decreased 0 |
Meta Platforms Inc | 157,388 | $90.1M | 1.0% | $388.09 | +46.54% | 23 qtrssince 2019-Q1 | Increased 53 |
Alphabet Inc. | 542,538 | $90M | 1.0% | $119.86 | +37.41% | 23 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc | 515,245 | $88.9M | 1.0% | $124.94 | +35.71% | 12 qtrssince 2021-Q4 | Increased 68 |
Alphabet Inc. | 525,718 | $87.9M | 0.9% | $127.07 | +30.66% | 23 qtrssince 2019-Q1 | Increased 44 |
STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | 1.3M | $85M | 0.9% | $49.25 | +27.39% | 23 qtrssince 2019-Q1 | Increased 42 |
Sequoia Financial Advisors, LLC manages $9.3B across 1289 positions as of Q3 2024. Top holdings: VTI (9.1%), VONG (3.4%), AAPL (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 155 new positions, 81 exits, 712 increased. Top move: AVGO (INCREASED, conviction 68). Portfolio: $9.3B across 1289 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