Filer Name: SEQUOIA FINANCIAL ADVISORS, LLC
CIK: 1599900
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 1,347
Portfolio Value: $10.35B

Sequoia Financial Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTI US VANGUARD TOTAL STOCK MKT ETF 3,208,919 $930M 8.98% 7.6% -
AAPL US APPLE INC 1,451,595 $364M 3.51% -99.8% -
VONG US VANGUARD RUSSELL 1000 GROWTH 3,272,006 $338M 3.27% -1.3% -
NVDA US NVIDIA CORP 2,150,204 $289M 2.79% 2150104.0% -
IXUS US ISHARES CORE INTL STOCK ETF 4,119,380 $272M 2.63% 5.3% -
MSFT US MICROSOFT CORP 620,356 $261M 2.53% 206685.3% -
AMZN US AMAZON.COM INC 938,250 $206M 1.99% -14.7% -
DFAU US DIMENSIONAL US CORE EQUITY M 4,944,490 $200M 1.93% 2.5% -
ACWI US ISHARES MSCI ACWI ETF 1,299,226 $153M 1.47% -100.0% -
MUB US ISHARES NATIONAL MUNI BOND E 1,312,902 $140M 1.35% 28.3% -
VTV US VANGUARD VALUE ETF 768,846 $130M 1.26% 20.6% -
AVGO US BROADCOM INC 549,969 $128M 1.23% 6.7% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 247,904 $112M 1.09% 0.7% -
GLD US SPDR GOLD SHARES 459,960 $111M 1.08% -0.9% -
IJR US ISHARES CORE S&P SMALL-CAP E 935,681 $108M 1.04% 7.7% -
GOOG US ALPHABET INC-CL C 540,093 $103M 0.99% 2.7% -
META US META PLATFORMS INC-CLASS A 173,632 $102M 0.98% 10.3% -
DFUS US DIMENSIONAL US EQ MKT ETF 1,473,325 $94M 0.91% -4.5% -
SPY US SPDR S&P 500 ETF TRUST 153,720 $90M 0.87% - -
CRM US SALESFORCE INC 260,293 $87M 0.84% 128.0% -
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