Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,289 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 3M | $844.4M | 9.1% | $206.61 | +34.43% | 23 qtrssince 2019-Q1 | Increased 63 |
VANGUARD RUSSELL 1000 GROWTH | 3.3M | $320.1M | 3.4% | $68.60 | +39.25% | 23 qtrssince 2019-Q1 | Increased 57 |
APPLE INC | 1.3M | $311.7M | 3.3% | $166.52 | +38.76% | 23 qtrssince 2019-Q1 | Increased 60 |
ISHARES CORE INTL STOCK ETF | 3.9M | $284.2M | 3.0% | $57.35 | +20.99% | 23 qtrssince 2019-Q1 | Increased 58 |
MICROSOFT CORP | 624,875 | $268.9M | 2.9% | $340.18 | +24.65% | 23 qtrssince 2019-Q1 | Increased 58 |
NVIDIA CORP | 2.1M | $254.7M | 2.7% | $116.08 | +4.55% | 23 qtrssince 2019-Q1 | Increased 60 |
AMAZON.COM INC | 1.1M | $205M | 2.2% | $125.87 | +49.33% | 23 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 4.8M | $191.4M | 2.1% | $31.32 | +24.49% | 12 qtrssince 2021-Q4 | Increased 58 |
ISHARES MSCI ACWI ETF | 1.3M | $151.3M | 1.6% | $93.80 | +24.30% | 23 qtrssince 2019-Q1 | Increased 49 |
BERKSHIRE HATHAWAY INC-CL B | 246,200 | $113.3M | 1.2% | $315.79 | +44.87% | 23 qtrssince 2019-Q1 | Increased 52 |
SPDR GOLD TRUST | 464,274 | $112.8M | 1.2% | $175.21 | +39.85% | 23 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD VALUE ETF | 637,641 | $111.3M | 1.2% | $135.73 | +24.70% | 12 qtrssince 2021-Q4 | Decreased 0 |
ISHARES NATIONAL MUNI BOND E | 1M | $111.2M | 1.2% | $96.61 | +5.83% | 23 qtrssince 2019-Q1 | Increased 48 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 868,939 | $101.6M | 1.1% | $93.79 | +21.28% | 23 qtrssince 2019-Q1 | Increased 49 |
DIMENSIONAL US EQ MKT ETF | 1.5M | $96M | 1.0% | $49.11 | +24.41% | 12 qtrssince 2021-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 157,388 | $90.1M | 1.0% | $388.27 | +45.55% | 23 qtrssince 2019-Q1 | Increased 53 |
ALPHABET INC-CL A | 542,538 | $90M | 1.0% | $117.62 | +38.69% | 23 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 515,245 | $88.9M | 1.0% | $166.19 | +2.71% | 12 qtrssince 2021-Q4 | Increased 68 |
ALPHABET INC-CL C | 525,718 | $87.9M | 0.9% | $121.35 | +35.53% | 23 qtrssince 2019-Q1 | Increased 44 |
SPDR INDEX SHS FDS | 1.3M | $85M | 0.9% | $49.29 | +27.27% | 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: Steady Compounder. HoldingsIntel Rating: 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