Sequoia Financial Advisors, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,347 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 3.2M | $930M | 8.9% | $212.32 | +35.32% | 24 qtrssince 2019-Q1 | Increased 67 |
APPLE INC | 1.5M | $363.5M | 3.5% | $172.97 | +43.73% | 24 qtrssince 2019-Q1 | Increased 62 |
VANGUARD RUSSELL 1000 GROWTH | 3.3M | $338M | 3.3% | $68.60 | +51.16% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 2.2M | $288.8M | 2.8% | $116.60 | +17.88% | 24 qtrssince 2019-Q1 | Increased 54 |
ISHARES CORE INTL STOCK ETF | 4.1M | $272.5M | 2.6% | $57.68 | +10.83% | 24 qtrssince 2019-Q1 | Increased 56 |
MICROSOFT CORP | 620,356 | $261.5M | 2.5% | $340.18 | +23.97% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 938,250 | $205.8M | 2.0% | $125.87 | +75.81% | 24 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 4.9M | $200.2M | 1.9% | $31.54 | +27.55% | 13 qtrssince 2021-Q4 | Increased 49 |
ISHARES MSCI ACWI ETF | 1.3M | $152.7M | 1.5% | $94.37 | +22.81% | 24 qtrssince 2019-Q1 | Increased 49 |
ISHARES NATIONAL MUNI BOND E | 1.3M | $139.9M | 1.3% | $97.65 | +3.74% | 24 qtrssince 2019-Q1 | Increased 60 |
VANGUARD VALUE ETF | 768,846 | $130.2M | 1.3% | $140.79 | +17.44% | 13 qtrssince 2021-Q4 | Increased 57 |
BROADCOM INC | 549,969 | $127.5M | 1.2% | $169.41 | +35.13% | 13 qtrssince 2021-Q4 | Increased 51 |
BERKSHIRE HATHAWAY INC-CL B | 247,904 | $112.4M | 1.1% | $316.72 | +42.76% | 24 qtrssince 2019-Q1 | Increased 48 |
SPDR GOLD TRUST | 459,960 | $111.4M | 1.1% | $175.21 | +37.34% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 935,681 | $107.8M | 1.0% | $95.18 | +18.99% | 24 qtrssince 2019-Q1 | Increased 51 |
ALPHABET INC-CL C | 540,093 | $102.9M | 1.0% | $123.23 | +55.76% | 24 qtrssince 2019-Q1 | Increased 43 |
META PLATFORMS INC-CLASS A | 173,632 | $101.7M | 1.0% | $407.08 | +44.78% | 24 qtrssince 2019-Q1 | Increased 47 |
DIMENSIONAL US EQ MKT ETF | 1.5M | $93.9M | 0.9% | $49.11 | +29.07% | 13 qtrssince 2021-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 153,720 | $90.1M | 0.9% | $443.46 | +31.10% | 24 qtrssince 2019-Q1 | Increased 44 |
SALESFORCE.COM INC | 260,293 | $87M | 0.8% | $284.02 | +17.44% | 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: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 148 new positions, 88 exits, 839 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
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