Sequoia Financial Advisors, LLC Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$13.0B
Holdings
1,352
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,352 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 3,458,636 | $950.6B | 7335.96% | |
| 2 | SFGVEA SERIES TRUST | 33,619,549 | $935.0B | 7215.47% | |
| 3 | IXUSISHARES TR | 5,051,836 | $352.7B | 2721.69% | |
| 4 | AAPLAPPLE INC | 1,522,603 | $338.2B | 2610.15% | Put |
| 5 | VONGVANGUARD SCOTTSDALE FDS | 3,247,550 | $301.3B | 2325.57% | |
| 6 | DSTLETF SER SOLUTIONS | 5,261,045 | $285.4B | 2202.24% | |
| 7 | MSFTMICROSOFT CORP | 684,174 | $256.8B | 1982.08% | Put |
| 8 | VCSHVANGUARD SCOTTSDALE FDS | 3,176,770 | $250.8B | 1935.33% | |
| 9 | NVDANVIDIA CORPORATION | 2,249,264 | $243.8B | 1881.32% | Put |
| 10 | DFAUDIMENSIONAL ETF TRUST | 5,627,695 | $216.3B | 1669.50% | |
| 11 | AMZNAMAZON COM INC | 1,068,948 | $203.4B | 1569.55% | |
| 12 | BSVVANGUARD BD INDEX FDS | 2,558,043 | $200.2B | 1545.36% | |
| 13 | MUBISHARES TR | 1,577,162 | $166.3B | 1283.38% | |
| 14 | ACWIISHARES TR | 1,124,773 | $130.9B | 1010.30% | |
| 15 | GQ9SPDR GOLD TR | 447,351 | $128.9B | 994.77% | |
| 16 | VTVVANGUARD INDEX FDS | 730,590 | $126.2B | 973.95% | |
| 17 | BRK/BBERKSHIRE HATHAWAY INC DEL | 227,315 | $121.1B | 934.29% | |
| 18 | DIHPDIMENSIONAL ETF TRUST | 4,319,252 | $116.4B | 898.00% | |
| 19 | DFEMDIMENSIONAL ETF TRUST | 4,207,753 | $111.3B | 859.24% | |
| 20 | METAMETA PLATFORMS INC | 189,614 | $109.3B | 843.41% | |
| 21 | SPYSPDR S&P 500 ETF TR | 183,833 | $102.8B | 793.62% | Call |
| 22 | JPIEJ P MORGAN EXCHANGE TRADED F | 2,159,182 | $99.5B | 767.68% | |
| 23 | IJRISHARES TR | 949,474 | $99.3B | 766.24% | |
| 24 | LLYELI LILLY & CO | 117,791 | $97.3B | 750.79% | |
| 25 | BINCBLACKROCK ETF TRUST II | 1,805,801 | $94.6B | 729.97% | |
| 26 | PYLDPIMCO ETF TR | 3,556,648 | $93.7B | 723.26% | |
| 27 | AVGOBROADCOM INC | 557,603 | $93.4B | 720.49% | |
| 28 | COWZPACER FDS TR | 1,700,282 | $93.1B | 718.55% | |
| 29 | DFCFDIMENSIONAL ETF TRUST | 2,113,677 | $88.9B | 686.09% | |
| 30 | DFUSDIMENSIONAL ETF TRUST | 1,456,020 | $88.1B | 679.60% | |
| 31 | GOOGALPHABET INC | 553,827 | $86.5B | 667.75% | |
| 32 | SPGMSPDR INDEX SHS FDS | 1,375,241 | $85.8B | 662.48% | |
| 33 | JPMJPMORGAN CHASE & CO. | 348,688 | $85.5B | 660.09% | |
| 34 | VTEBVANGUARD MUN BD FDS | 1,611,562 | $80.0B | 617.13% | |
| 35 | MGVVANGUARD WORLD FD | 616,026 | $79.4B | 612.52% | |
| 36 | VVISA INC | 220,176 | $77.2B | 595.50% | |
| 37 | AVUVAMERICAN CENTY ETF TR | 870,178 | $75.9B | 585.39% | |
| 38 | RTXRTX CORPORATION | 545,447 | $72.2B | 557.58% | |
| 39 | TKOTKO GROUP HOLDINGS INC | 470,084 | $71.8B | 554.37% | |
| 40 | GSGOLDMAN SACHS GROUP INC | 126,447 | $69.1B | 533.09% | |
| 41 | SGOVISHARES TR | 682,448 | $68.7B | 530.20% | |
| 42 | GOOGLALPHABET INC | 436,681 | $67.5B | 521.14% | |
| 43 | CRMSALESFORCE INC | 250,446 | $67.2B | 518.69% | |
| 44 | COSTCOSTCO WHSL CORP NEW | 70,068 | $66.3B | 511.42% | |
| 45 | WMTWALMART INC | 725,508 | $63.7B | 491.54% | |
| 46 | VUGVANGUARD INDEX FDS | 170,093 | $63.1B | 486.77% | |
| 47 | XOMEXXON MOBIL CORP | 519,462 | $61.8B | 476.78% | |
| 48 | VCITVANGUARD SCOTTSDALE FDS | 753,910 | $61.6B | 475.70% | |
| 49 | DFAIDIMENSIONAL ETF TRUST | 1,842,584 | $57.5B | 444.09% | |
| 50 | HDHOME DEPOT INC | 156,165 | $57.2B | 441.69% | |
| 51 | SCHXSCHWAB STRATEGIC TR | 2,534,479 | $56.0B | 431.88% | |
| 52 | VEAVANGUARD TAX-MANAGED FDS | 1,087,885 | $55.3B | 426.75% | |
| 53 | PLNTPLANET FITNESS INC | 562,920 | $54.4B | 419.70% | |
| 54 | PGPROCTER AND GAMBLE CO | 317,814 | $54.2B | 417.99% | |
| 55 | SHWSHERWIN WILLIAMS CO | 152,602 | $53.3B | 411.24% | |
| 56 | DFATDIMENSIONAL ETF TRUST | 1,014,429 | $52.2B | 403.10% | |
| 57 | IVVISHARES TR | 88,916 | $50.0B | 385.58% | |
| 58 | TMOTHERMO FISHER SCIENTIFIC INC | 100,191 | $49.9B | 384.75% | |
| 59 | NDQINVESCO QQQ TR | 105,720 | $49.6B | 382.58% | |
| 60 | ICOWPACER FDS TR | 1,491,259 | $46.8B | 361.49% | |
| 61 | AMGNAMGEN INC | 149,061 | $46.4B | 358.40% | |
| 62 | HONHONEYWELL INTL INC | 217,529 | $46.1B | 355.48% | |
| 63 | VICIVICI PPTYS INC | 1,400,543 | $45.7B | 352.58% | |
| 64 | IBMINTERNATIONAL BUSINESS MACHS | 179,625 | $44.7B | 344.70% | |
| 65 | WYNNWYNN RESORTS LTD | 525,353 | $43.9B | 338.54% | |
| 66 | BNBROOKFIELD CORP | 807,058 | $42.3B | 326.43% | |
| 67 | MRSHMARSH & MCLENNAN COS INC | 170,440 | $41.6B | 320.99% | |
| 68 | CATCATERPILLAR INC | 125,429 | $41.4B | 319.24% | |
| 69 | WMWASTE MGMT INC DEL | 177,269 | $41.0B | 316.72% | |
| 70 | JNJJOHNSON & JOHNSON | 247,367 | $41.0B | 316.59% | Put |
| 71 | VONVVANGUARD SCOTTSDALE FDS | 497,002 | $41.0B | 316.59% | |
| 72 | AVDVAMERICAN CENTY ETF TR | 580,604 | $40.5B | 312.49% | |
| 73 | AJGGALLAGHER ARTHUR J & CO | 116,791 | $40.3B | 311.17% | |
| 74 | BNDVANGUARD BD INDEX FDS | 529,642 | $38.9B | 300.22% | |
| 75 | SPYMSPDR SER TR | 580,968 | $38.2B | 294.84% | |
| 76 | VIGVANGUARD SPECIALIZED FUNDS | 192,134 | $37.3B | 287.64% | |
| 77 | VNQVANGUARD INDEX FDS | 409,447 | $37.1B | 286.09% | |
| 78 | MCDMCDONALDS CORP | 118,423 | $37.0B | 285.48% | |
| 79 | DFNMDIMENSIONAL ETF TRUST | 744,689 | $35.4B | 273.39% | |
| 80 | XYLXYLEM INC | 296,408 | $35.4B | 273.26% | |
| 81 | LNGCHENIERE ENERGY INC | 147,715 | $34.2B | 263.79% | |
| 82 | DUHPDIMENSIONAL ETF TRUST | 1,027,196 | $34.0B | 262.71% | |
| 83 | PEPPEPSICO INC | 225,334 | $33.8B | 260.75% | |
| 84 | LHLABCORP HOLDINGS INC | 144,161 | $33.6B | 258.94% | |
| 85 | PANWPALO ALTO NETWORKS INC | 193,591 | $33.0B | 254.94% | |
| 86 | ABTABBOTT LABS | 238,858 | $31.7B | 244.52% | |
| 87 | BACBANK AMERICA CORP | 747,440 | $31.2B | 240.71% | |
| 88 | PHPARKER-HANNIFIN CORP | 50,776 | $30.9B | 238.19% | |
| 89 | CZRCAESARS ENTERTAINMENT INC NE | 1,205,913 | $30.1B | 232.66% | |
| 90 | IJHISHARES TR | 514,278 | $30.0B | 231.59% | |
| 91 | ORCLORACLE CORP | 210,135 | $29.4B | 226.73% | |
| 92 | SCHGSCHWAB STRATEGIC TR | 1,148,999 | $28.8B | 222.04% | |
| 93 | QUALISHARES TR | 167,954 | $28.7B | 221.50% | |
| 94 | BNDXVANGUARD CHARLOTTE FDS | 587,231 | $28.7B | 221.25% | |
| 95 | BLKBLACKROCK INC | 30,032 | $28.4B | 219.37% | |
| 96 | DFASDIMENSIONAL ETF TRUST | 475,442 | $28.4B | 219.23% | |
| 97 | MTUMISHARES TR | 139,903 | $28.3B | 218.24% | |
| 98 | UNHUNITEDHEALTH GROUP INC | 52,290 | $27.4B | 211.36% | |
| 99 | RSPINVESCO EXCHANGE TRADED FD T | 155,378 | $26.9B | 207.72% | |
| 100 | VBRVANGUARD INDEX FDS | 140,404 | $26.2B | 201.86% |
Page 1 of 14Next