Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,200 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 2.7M | $641M | 7.9% | $200.88 | +15.12% | 20 qtrssince 2019-Q1 | Increased 67 |
ISHARES CORE INTL STOCK ETF | 4.5M | $294.9M | 3.7% | $56.81 | +6.98% | 20 qtrssince 2019-Q1 | Increased 60 |
VANGUARD RUSSELL 1000 GROWTH | 3.3M | $256.8M | 3.2% | $68.28 | +13.00% | 20 qtrssince 2019-Q1 | Increased 61 |
APPLE INC | 1.3M | $243.2M | 3.0% | $162.39 | +17.13% | 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% | $321.46 | +15.26% | 20 qtrssince 2019-Q1 | Increased 83 |
AMAZON.COM INC | 1.1M | $173.6M | 2.2% | $125.13 | +21.43% | 20 qtrssince 2019-Q1 | Increased 67 |
SCHWAB FNDMN INTL LRG CO ETF | 4.1M | $138.3M | 1.7% | $27.13 | +15.55% | 11 qtrssince 2021-Q2 | Increased 49 |
VANGUARD VALUE ETF | 788,687 | $117.9M | 1.5% | $135.19 | +5.69% | 9 qtrssince 2021-Q4 | Increased 52 |
DIMENSIONAL ETF TRUST | 3.5M | $117.8M | 1.5% | $29.09 | +11.87% | 9 qtrssince 2021-Q4 | Increased 52 |
ISHARES MSCI ACWI ETF | 1.1M | $116.2M | 1.4% | $92.02 | +6.95% | 20 qtrssince 2019-Q1 | Increased 52 |
NVIDIA CORP | 232,847 | $115.3M | 1.4% | $42.57 | +16.24% | 20 qtrssince 2019-Q1 | Increased 76 |
ISHARES NATIONAL MUNI BOND E | 1M | $112.8M | 1.4% | $96.48 | +3.69% | 20 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 746,834 | $104.3M | 1.3% | $117.62 | +17.87% | 20 qtrssince 2019-Q1 | Increased 56 |
SPDR GOLD TRUST | 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 CORE S&P SMALL-CAP ETF ETF | 780,095 | $84.4M | 1.0% | $92.24 | +13.27% | 20 qtrssince 2019-Q1 | Increased 52 |
DIMENSIONAL US EQ MKT ETF | 1.6M | $84.3M | 1.0% | $49.11 | +3.41% | 9 qtrssince 2021-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 225,448 | $80.4M | 1.0% | $300.06 | +18.86% | 20 qtrssince 2019-Q1 | Increased 49 |
VANGUARD TAX-EXEMPT BOND ETF | 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: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
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
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