Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,289 positions
VANGUARD INDEX FDS | 3M | $844.4M | 9.1% | $204.61 | +35.13% | 23 qtrssince 2019-Q1 | Increased 63 |
VANGUARD SCOTTSDALE FDS | 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 TR | 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 CORPORATION | 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 ETF TRUST | 4.8M | $191.4M | 2.1% | $31.07 | +25.10% | 12 qtrssince 2021-Q4 | Increased 58 |
ISHARES TR | 1.3M | $151.3M | 1.6% | $93.22 | +24.25% | 23 qtrssince 2019-Q1 | Increased 49 |
BERKSHIRE HATHAWAY INC DEL | 246,200 | $113.3M | 1.2% | $317.04 | +45.18% | 23 qtrssince 2019-Q1 | Increased 52 |
SPDR GOLD TR | 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 TR | 1M | $111.2M | 1.2% | $96.61 | +5.83% | 23 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 868,939 | $101.6M | 1.1% | $92.90 | +21.86% | 23 qtrssince 2019-Q1 | Increased 49 |
DIMENSIONAL ETF TRUST | 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 |
SPDR INDEX SHS FDS | 1.3M | $85M | 0.9% | $48.85 | +27.53% | 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: 3.5/5.0.
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
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR