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	$950.6M	7.34%
2	SFGVEA SERIES TRUST	33,619,549	$935.0M	7.22%
3	IXUSISHARES TR	5,051,836	$352.7M	2.72%
4	AAPLAPPLE INC	1,522,603	$338.2M	2.61%	Put
5	VONGVANGUARD SCOTTSDALE FDS	3,247,550	$301.3M	2.33%
6	DSTLETF SER SOLUTIONS	5,261,045	$285.4M	2.20%
7	MSFTMICROSOFT CORP	684,174	$256.8M	1.98%	Put
8	VCSHVANGUARD SCOTTSDALE FDS	3,176,770	$250.8M	1.94%
9	NVDANVIDIA CORPORATION	2,249,264	$243.8M	1.88%	Put
10	DFAUDIMENSIONAL ETF TRUST	5,627,695	$216.3M	1.67%
11	AMZNAMAZON COM INC	1,068,948	$203.4M	1.57%
12	BSVVANGUARD BD INDEX FDS	2,558,043	$200.2M	1.55%
13	MUBISHARES TR	1,577,162	$166.3M	1.28%
14	ACWIISHARES TR	1,124,773	$130.9M	1.01%
15	GQ9SPDR GOLD TR	447,351	$128.9M	0.99%
16	VTVVANGUARD INDEX FDS	730,590	$126.2M	0.97%
17	BRK/BBERKSHIRE HATHAWAY INC DEL	227,315	$121.1M	0.93%
18	DIHPDIMENSIONAL ETF TRUST	4,319,252	$116.4M	0.90%
19	DFEMDIMENSIONAL ETF TRUST	4,207,753	$111.3M	0.86%
20	METAMETA PLATFORMS INC	189,614	$109.3M	0.84%
21	SPYSPDR S&P 500 ETF TR	183,833	$102.8M	0.79%	Call
22	JPIEJ P MORGAN EXCHANGE TRADED F	2,159,182	$99.5M	0.77%
23	IJRISHARES TR	949,474	$99.3M	0.77%
24	LLYELI LILLY & CO	117,791	$97.3M	0.75%
25	BINCBLACKROCK ETF TRUST II	1,805,801	$94.6M	0.73%
26	PYLDPIMCO ETF TR	3,556,648	$93.7M	0.72%
27	AVGOBROADCOM INC	557,603	$93.4M	0.72%
28	COWZPACER FDS TR	1,700,282	$93.1M	0.72%
29	DFCFDIMENSIONAL ETF TRUST	2,113,677	$88.9M	0.69%
30	DFUSDIMENSIONAL ETF TRUST	1,456,020	$88.1M	0.68%
31	GOOGALPHABET INC	553,827	$86.5M	0.67%
32	SPGMSPDR INDEX SHS FDS	1,375,241	$85.8M	0.66%
33	JPMJPMORGAN CHASE & CO.	348,688	$85.5M	0.66%
34	VTEBVANGUARD MUN BD FDS	1,611,562	$80.0M	0.62%
35	MGVVANGUARD WORLD FD	616,026	$79.4M	0.61%
36	VVISA INC	220,176	$77.2M	0.60%
37	AVUVAMERICAN CENTY ETF TR	870,178	$75.9M	0.59%
38	RTXRTX CORPORATION	545,447	$72.2M	0.56%
39	TKOTKO GROUP HOLDINGS INC	470,084	$71.8M	0.55%
40	GSGOLDMAN SACHS GROUP INC	126,447	$69.1M	0.53%
41	SGOVISHARES TR	682,448	$68.7M	0.53%
42	GOOGLALPHABET INC	436,681	$67.5M	0.52%
43	CRMSALESFORCE INC	250,446	$67.2M	0.52%
44	COSTCOSTCO WHSL CORP NEW	70,068	$66.3M	0.51%
45	WMTWALMART INC	725,508	$63.7M	0.49%
46	VUGVANGUARD INDEX FDS	170,093	$63.1M	0.49%
47	XOMEXXON MOBIL CORP	519,462	$61.8M	0.48%
48	VCITVANGUARD SCOTTSDALE FDS	753,910	$61.6M	0.48%
49	DFAIDIMENSIONAL ETF TRUST	1,842,584	$57.5M	0.44%
50	HDHOME DEPOT INC	156,165	$57.2M	0.44%
51	SCHXSCHWAB STRATEGIC TR	2,534,479	$56.0M	0.43%
52	VEAVANGUARD TAX-MANAGED FDS	1,087,885	$55.3M	0.43%
53	PLNTPLANET FITNESS INC	562,920	$54.4M	0.42%
54	PGPROCTER AND GAMBLE CO	317,814	$54.2M	0.42%
55	SHWSHERWIN WILLIAMS CO	152,602	$53.3M	0.41%
56	DFATDIMENSIONAL ETF TRUST	1,014,429	$52.2M	0.40%
57	IVVISHARES TR	88,916	$50.0M	0.39%
58	TMOTHERMO FISHER SCIENTIFIC INC	100,191	$49.9M	0.38%
59	NDQINVESCO QQQ TR	105,720	$49.6M	0.38%
60	ICOWPACER FDS TR	1,491,259	$46.8M	0.36%
61	AMGNAMGEN INC	149,061	$46.4M	0.36%
62	HONHONEYWELL INTL INC	217,529	$46.1M	0.36%
63	VICIVICI PPTYS INC	1,400,543	$45.7M	0.35%
64	IBMINTERNATIONAL BUSINESS MACHS	179,625	$44.7M	0.34%
65	WYNNWYNN RESORTS LTD	525,353	$43.9M	0.34%
66	BNBROOKFIELD CORP	807,058	$42.3M	0.33%
67	MRSHMARSH & MCLENNAN COS INC	170,440	$41.6M	0.32%
68	CATCATERPILLAR INC	125,429	$41.4M	0.32%
69	WMWASTE MGMT INC DEL	177,269	$41.0M	0.32%
70	JNJJOHNSON & JOHNSON	247,367	$41.0M	0.32%	Put
71	VONVVANGUARD SCOTTSDALE FDS	497,002	$41.0M	0.32%
72	AVDVAMERICAN CENTY ETF TR	580,604	$40.5M	0.31%
73	AJGGALLAGHER ARTHUR J & CO	116,791	$40.3M	0.31%
74	BNDVANGUARD BD INDEX FDS	529,642	$38.9M	0.30%
75	SPYMSPDR SER TR	580,968	$38.2M	0.29%
76	VIGVANGUARD SPECIALIZED FUNDS	192,134	$37.3M	0.29%
77	VNQVANGUARD INDEX FDS	409,447	$37.1M	0.29%
78	MCDMCDONALDS CORP	118,423	$37.0M	0.29%
79	DFNMDIMENSIONAL ETF TRUST	744,689	$35.4M	0.27%
80	XYLXYLEM INC	296,408	$35.4M	0.27%
81	LNGCHENIERE ENERGY INC	147,715	$34.2M	0.26%
82	DUHPDIMENSIONAL ETF TRUST	1,027,196	$34.0M	0.26%
83	PEPPEPSICO INC	225,334	$33.8M	0.26%
84	LHLABCORP HOLDINGS INC	144,161	$33.6M	0.26%
85	PANWPALO ALTO NETWORKS INC	193,591	$33.0M	0.25%
86	ABTABBOTT LABS	238,858	$31.7M	0.24%
87	BACBANK AMERICA CORP	747,440	$31.2M	0.24%
88	PHPARKER-HANNIFIN CORP	50,776	$30.9M	0.24%
89	CZRCAESARS ENTERTAINMENT INC NE	1,205,913	$30.1M	0.23%
90	IJHISHARES TR	514,278	$30.0M	0.23%
91	ORCLORACLE CORP	210,135	$29.4M	0.23%
92	SCHGSCHWAB STRATEGIC TR	1,148,999	$28.8M	0.22%
93	QUALISHARES TR	167,954	$28.7M	0.22%
94	BNDXVANGUARD CHARLOTTE FDS	587,231	$28.7M	0.22%
95	BLKBLACKROCK INC	30,032	$28.4M	0.22%
96	DFASDIMENSIONAL ETF TRUST	475,442	$28.4M	0.22%
97	MTUMISHARES TR	139,903	$28.3M	0.22%
98	UNHUNITEDHEALTH GROUP INC	52,290	$27.4M	0.21%
99	RSPINVESCO EXCHANGE TRADED FD T	155,378	$26.9M	0.21%
100	VBRVANGUARD INDEX FDS	140,404	$26.2M	0.20%

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