Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,347 positions
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 3.2M | $930M | 8.9% | $210.21 | +35.05% | 24 qtrssince 2019-Q1 | Increased 67 |
Apple Inc. | 1.5M | $363.5M | 3.5% | $168.99 | +47.12% | 24 qtrssince 2019-Q1 | Increased 62 |
VANGUARD RUSSELL 1000 GROWTH ETF | 3.3M | $338M | 3.3% | $63.24 | +62.11% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 2.2M | $288.8M | 2.8% | $54.67 | +145.01% | 24 qtrssince 2019-Q1 | Increased 54 |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 4.1M | $272.5M | 2.6% | $56.88 | +10.95% | 24 qtrssince 2019-Q1 | Increased 56 |
Microsoft Corp. | 620,356 | $261.5M | 2.5% | $337.86 | +23.06% | 24 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 938,250 | $205.8M | 2.0% | $134.90 | +62.63% | 24 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL US CORE EQUITY MARKET ETF | 4.9M | $200.2M | 1.9% | $31.28 | +27.21% | 13 qtrssince 2021-Q4 | Increased 49 |
ISHARES MSCI ACWI ETF | 1.3M | $152.7M | 1.5% | $93.78 | +22.46% | 24 qtrssince 2019-Q1 | Increased 49 |
ISHARES NATIONAL MUNI BOND ETF | 1.3M | $139.9M | 1.3% | $97.65 | +3.74% | 24 qtrssince 2019-Q1 | Increased 60 |
VANGUARD INDEX FDS | 768,846 | $130.2M | 1.3% | $138.46 | +17.88% | 13 qtrssince 2021-Q4 | Increased 57 |
Broadcom Inc | 549,969 | $127.5M | 1.2% | $131.48 | +73.79% | 13 qtrssince 2021-Q4 | Increased 51 |
Berkshire Hathaway Inc. | 247,904 | $112.4M | 1.1% | $317.97 | +42.55% | 24 qtrssince 2019-Q1 | Increased 48 |
SPDR GOLD SHARES | 459,960 | $111.4M | 1.1% | $175.21 | +37.34% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL CAP ETF | 935,681 | $107.8M | 1.0% | $94.30 | +19.37% | 24 qtrssince 2019-Q1 | Increased 51 |
Alphabet Inc. | 540,093 | $102.9M | 1.0% | $128.72 | +47.08% | 24 qtrssince 2019-Q1 | Increased 43 |
Meta Platforms Inc | 173,632 | $101.7M | 1.0% | $406.25 | +43.30% | 24 qtrssince 2019-Q1 | Increased 47 |
DIMENSIONAL U.S. EQUITY MARKET ETF | 1.5M | $93.9M | 0.9% | $48.62 | +28.94% | 13 qtrssince 2021-Q4 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 153,720 | $90.1M | 0.9% | $441.58 | +30.17% | 24 qtrssince 2019-Q1 | Increased 44 |
SALESFORCE COM INC | 260,293 | $87M | 0.8% | $281.62 | +17.35% | 24 qtrssince 2019-Q1 | Increased 68 |
Sequoia Financial Advisors, LLC manages $10.4B across 1347 positions as of Q4 2024. Top holdings: VTI (8.9%), AAPL (3.5%), VONG (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 150 new positions, 90 exits, 837 increased. Top move: CRM (INCREASED, conviction 68). Portfolio: $10.4B across 1347 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