Sequoia Financial Advisors, LLC Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$14.6B
Holdings
1,553
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,553 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | RSPINVESCO EXCHANGE TRADED FD T | 153,114 | $27.8B | 190.51% | |
| 102 | IWBISHARES TR | 80,024 | $27.2B | 186.04% | |
| 103 | DFIVDIMENSIONAL ETF TRUST | 612,876 | $26.2B | 179.71% | |
| 104 | TJXTJX COS INC NEW | 210,474 | $26.0B | 177.95% | |
| 105 | NXPINXP SEMICONDUCTORS N V | 118,434 | $25.9B | 177.16% | |
| 106 | MTUMISHARES TR | 106,754 | $25.7B | 175.64% | |
| 107 | VOOVANGUARD INDEX FDS | 42,753 | $24.3B | 166.27% | |
| 108 | WFCWELLS FARGO CO NEW | 301,255 | $24.1B | 165.25% | |
| 109 | GLTRABRDN PRECIOUS METALS BASKET | 172,490 | $23.8B | 163.15% | |
| 110 | MRKMERCK & CO INC | 299,098 | $23.7B | 162.10% | |
| 111 | QUALISHARES TR | 128,585 | $23.5B | 160.94% | |
| 112 | NFLXNETFLIX INC | 16,846 | $22.6B | 154.45% | |
| 113 | TRVCCITIGROUP INC | 247,126 | $21.0B | 144.02% | |
| 114 | FNDFSCHWAB STRATEGIC TR | 502,402 | $20.1B | 137.65% | |
| 115 | QCOMQUALCOMM INC | 125,831 | $20.0B | 137.20% | |
| 116 | MTNVAIL RESORTS INC | 127,152 | $20.0B | 136.79% | |
| 117 | CVXCHEVRON CORP NEW | 138,070 | $19.8B | 135.36% | |
| 118 | GDENGOLDEN ENTMT INC | 670,098 | $19.7B | 135.02% | |
| 119 | GEGE AEROSPACE | 76,260 | $19.6B | 134.39% | |
| 120 | MOATVANECK ETF TRUST | 208,088 | $19.5B | 133.62% | |
| 121 | NSCNORFOLK SOUTHN CORP | 76,057 | $19.5B | 133.29% | |
| 122 | GDIVHARBOR ETF TRUST | 1,220,918 | $18.9B | 129.31% | |
| 123 | DFAXDIMENSIONAL ETF TRUST | 629,629 | $18.5B | 126.61% | |
| 124 | WDWALKER & DUNLOP INC | 261,856 | $18.5B | 126.35% | |
| 125 | TXNTEXAS INSTRS INC | 87,748 | $18.2B | 124.73% | |
| 126 | 4I1PHILIP MORRIS INTL INC | 98,956 | $18.0B | 123.39% | |
| 127 | ACWXISHARES TR | 294,254 | $17.9B | 122.77% | |
| 128 | VGSHVANGUARD SCOTTSDALE FDS | 304,709 | $17.9B | 122.62% | |
| 129 | FDNFIRST TR EXCHANGE-TRADED FD | 65,871 | $17.7B | 121.46% | |
| 130 | BNDVANGUARD BD INDEX FDS | 239,624 | $17.6B | 120.79% | |
| 131 | AXPAMERICAN EXPRESS CO | 55,181 | $17.6B | 120.51% | |
| 132 | OKEONEOK INC NEW | 214,400 | $17.5B | 119.82% | |
| 133 | ZSZSCALER INC | 55,188 | $17.3B | 118.62% | |
| 134 | BIPBROOKFIELD INFRAST PARTNERS | 513,589 | $17.2B | 117.79% | |
| 135 | SCISERVICE CORP INTL | 209,560 | $17.1B | 116.79% | |
| 136 | CZRCAESARS ENTERTAINMENT INC NE | 594,998 | $16.9B | 115.65% | |
| 137 | USMVISHARES TR | 176,246 | $16.5B | 113.27% | |
| 138 | DFUVDIMENSIONAL ETF TRUST | 388,473 | $16.4B | 112.45% | |
| 139 | UNHUNITEDHEALTH GROUP INC | 52,817 | $16.2B | 110.68% | Call |
| 140 | BAMBROOKFIELD ASSET MANAGMT LTD | 290,496 | $16.1B | 109.94% | |
| 141 | DKNGDRAFTKINGS INC NEW | 373,770 | $16.0B | 109.75% | Call |
| 142 | VBRVANGUARD INDEX FDS | 81,670 | $15.9B | 109.04% | |
| 143 | CMCSACOMCAST CORP NEW | 443,407 | $15.8B | 108.35% | |
| 144 | DFACDIMENSIONAL ETF TRUST | 438,070 | $15.7B | 107.49% | |
| 145 | XLFSELECT SECTOR SPDR TR | 291,873 | $15.3B | 104.65% | |
| 146 | ACNACCENTURE PLC IRELAND | 50,743 | $15.2B | 103.84% | |
| 147 | VVVANGUARD INDEX FDS | 52,725 | $15.0B | 102.99% | |
| 148 | KOCOCA COLA CO | 211,231 | $14.9B | 102.32% | Call |
| 149 | DISVDIMENSIONAL ETF TRUST | 453,189 | $14.9B | 102.11% | |
| 150 | HUBBHUBBELL INC | 36,426 | $14.9B | 101.85% | |
| 151 | ABBVABBVIE INC | 80,009 | $14.9B | 101.68% | Call |
| 152 | AGGISHARES TR | 147,791 | $14.7B | 100.37% | |
| 153 | UNPUNION PAC CORP | 63,710 | $14.7B | 100.36% | |
| 154 | DFARDIMENSIONAL ETF TRUST | 623,570 | $14.6B | 100.16% | |
| 155 | FISVFISERV INC | 84,241 | $14.5B | 99.44% | |
| 156 | SUBISHARES TR | 135,485 | $14.4B | 98.64% | |
| 157 | TDVGT ROWE PRICE ETF INC | 332,120 | $14.1B | 96.36% | |
| 158 | EFVISHARES TR | 219,725 | $13.9B | 95.49% | |
| 159 | PEPPEPSICO INC | 130,590 | $13.9B | 95.46% | Call |
| 160 | INTUINTUIT | 17,279 | $13.6B | 93.17% | |
| 161 | DISDISNEY WALT CO | 108,867 | $13.5B | 92.43% | |
| 162 | GEVGE VERNOVA INC | 24,846 | $13.1B | 90.01% | |
| 163 | MAMASTERCARD INCORPORATED | 23,013 | $12.9B | 88.54% | |
| 164 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 56,603 | $12.8B | 87.77% | |
| 165 | MMM3M CO | 81,397 | $12.4B | 84.84% | |
| 166 | SCHBSCHWAB STRATEGIC TR | 515,890 | $12.3B | 84.17% | |
| 167 | CWISPDR INDEX SHS FDS | 376,350 | $12.3B | 84.15% | |
| 168 | CSCOCISCO SYS INC | 173,333 | $12.0B | 82.33% | |
| 169 | GDGENERAL DYNAMICS CORP | 41,063 | $12.0B | 81.99% | |
| 170 | BACVERIZON COMMUNICATIONS INC | 275,659 | $11.9B | 81.66% | |
| 171 | AQLTISHARES TR | 142,157 | $11.9B | 81.25% | |
| 172 | TAT&T INC | 403,893 | $11.7B | 80.03% | |
| 173 | XLISELECT SECTOR SPDR TR | 77,673 | $11.5B | 78.45% | |
| 174 | IWMISHARES TR | 52,951 | $11.4B | 78.23% | |
| 175 | BNDXVANGUARD CHARLOTTE FDS | 230,047 | $11.4B | 77.98% | |
| 176 | FMBFIRST TR EXCH TRADED FD III | 227,364 | $11.3B | 77.55% | |
| 177 | IQLTISHARES TR | 256,806 | $11.1B | 75.99% | |
| 178 | IMTMISHARES TR | 239,115 | $10.9B | 74.80% | |
| 179 | VWOVANGUARD INTL EQUITY INDEX F | 216,974 | $10.7B | 73.47% | |
| 180 | VOEVANGUARD INDEX FDS | 64,881 | $10.7B | 73.05% | |
| 181 | XLCSELECT SECTOR SPDR TR | 97,879 | $10.6B | 72.73% | |
| 182 | APOAPOLLO GLOBAL MGMT INC | 74,785 | $10.6B | 72.64% | |
| 183 | AEPAMERICAN ELEC PWR CO INC | 101,932 | $10.6B | 72.41% | |
| 184 | DGRWWISDOMTREE TR | 126,060 | $10.6B | 72.27% | |
| 185 | RRRRED ROCK RESORTS INC | 200,906 | $10.5B | 71.57% | |
| 186 | GBTCGRAYSCALE BITCOIN TRUST ETF | 121,538 | $10.3B | 70.59% | |
| 187 | DFAEDIMENSIONAL ETF TRUST | 354,296 | $10.3B | 70.22% | |
| 188 | HBANHUNTINGTON BANCSHARES INC | 595,791 | $10.0B | 68.36% | |
| 189 | MPLXMPLX LP | 193,268 | $10.0B | 68.16% | |
| 190 | XLKSELECT SECTOR SPDR TR | 38,836 | $9.8B | 67.33% | |
| 191 | PAYXPAYCHEX INC | 65,697 | $9.6B | 65.43% | |
| 192 | LOWLOWES COS INC | 42,973 | $9.5B | 65.28% | |
| 193 | IWFISHARES TR | 22,228 | $9.4B | 64.61% | |
| 194 | ITOTISHARES TR | 69,544 | $9.4B | 64.30% | |
| 195 | T7DTRANSDIGM GROUP INC | 6,157 | $9.4B | 64.10% | |
| 196 | JEFJEFFERIES FINL GROUP INC | 169,445 | $9.3B | 63.45% | |
| 197 | VSSVANGUARD INTL EQUITY INDEX F | 68,458 | $9.2B | 62.99% | |
| 198 | DCHAMERICAN AXLE & MFG HLDGS IN | 2,247,469 | $9.2B | 62.78% | |
| 199 | TWTRADEWEB MKTS INC | 62,292 | $9.1B | 62.44% | |
| 200 | VTVANGUARD INTL EQUITY INDEX F | 70,870 | $9.1B | 62.36% |