Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,200 positions
VANGUARD INDEX FDS | 2.7M | $641M | 7.9% | $198.88 | +15.29% | 20 qtrssince 2019-Q1 | Increased 67 |
ISHARES TR | 4.5M | $294.9M | 3.7% | $56.02 | +7.10% | 20 qtrssince 2019-Q1 | Increased 60 |
VANGUARD SCOTTSDALE FDS | 3.3M | $256.8M | 3.2% | $62.87 | +22.43% | 20 qtrssince 2019-Q1 | Increased 61 |
APPLE INC | 1.3M | $243.2M | 3.0% | $157.77 | +20.56% | 20 qtrssince 2019-Q1 | Increased 79 |
ISHARES TR | 2.1M | $206.5M | 2.6% | $93.72 | -4.12% | 20 qtrssince 2019-Q1 | Increased 57 |
MICROSOFT CORP | 518,005 | $194.8M | 2.4% | $318.96 | +15.43% | 20 qtrssince 2019-Q1 | Increased 83 |
AMAZON COM INC | 1.1M | $173.6M | 2.2% | $134.26 | +13.17% | 20 qtrssince 2019-Q1 | Increased 67 |
SCHWAB STRATEGIC TR | 4.1M | $138.3M | 1.7% | $26.91 | +15.85% | 11 qtrssince 2021-Q2 | Increased 49 |
VANGUARD INDEX FDS | 788,687 | $117.9M | 1.5% | $132.82 | +5.98% | 9 qtrssince 2021-Q4 | Increased 52 |
DIMENSIONAL ETF TRUST | 3.5M | $117.8M | 1.5% | $28.82 | +12.10% | 9 qtrssince 2021-Q4 | Increased 52 |
ISHARES TR | 1.1M | $116.2M | 1.4% | $91.45 | +6.92% | 20 qtrssince 2019-Q1 | Increased 52 |
NVIDIA CORPORATION | 232,847 | $115.3M | 1.4% | $42.49 | +16.21% | 20 qtrssince 2019-Q1 | Increased 76 |
ISHARES TR | 1M | $112.8M | 1.4% | $96.48 | +3.69% | 20 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 746,834 | $104.3M | 1.3% | $119.86 | +15.45% | 20 qtrssince 2019-Q1 | Increased 56 |
SPDR GOLD TR | 539,437 | $103.1M | 1.3% | $175.21 | +9.11% | 20 qtrssince 2019-Q1 | Increased 47 |
FIDELITY MERRIMACK STR TR | 2.2M | $100.8M | 1.3% | $41.91 | -2.56% | 12 qtrssince 2021-Q1 | Increased 53 |
ISHARES TR | 780,095 | $84.4M | 1.0% | $91.33 | +13.46% | 20 qtrssince 2019-Q1 | Increased 52 |
DIMENSIONAL ETF TRUST | 1.6M | $84.3M | 1.0% | $48.62 | +3.70% | 9 qtrssince 2021-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 225,448 | $80.4M | 1.0% | $301.15 | +18.43% | 20 qtrssince 2019-Q1 | Increased 49 |
VANGUARD MUN BD FDS | 1.5M | $75.1M | 0.9% | $45.82 | +2.39% | 13 qtrssince 2020-Q4 | Increased 50 |
Sequoia Financial Advisors, LLC manages $8.1B across 1200 positions as of Q4 2023. Top holdings: VTI (7.9%), IXUS (3.7%), VONG (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 287 new positions, 56 exits, 679 increased. Top move: MSFT (INCREASED, conviction 83). Portfolio: $8.1B across 1200 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