Sequoia Financial Advisors, LLC Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$10.4T
Holdings
1,334
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,334 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 3,208,919 | $930.0B | 8.98% | |
| 2 | AAPLAPPLE INC | 1,453,795 | $364.1B | 3.52% | Put |
| 3 | VONGVANGUARD SCOTTSDALE FDS | 3,272,006 | $338.0B | 3.27% | |
| 4 | NVDANVIDIA CORPORATION | 2,150,204 | $288.8B | 2.79% | |
| 5 | IXUSISHARES TR | 4,119,380 | $272.5B | 2.63% | |
| 6 | MSFTMICROSOFT CORP | 620,356 | $261.5B | 2.53% | |
| 7 | AMZNAMAZON COM INC | 938,250 | $205.8B | 1.99% | |
| 8 | DFAUDIMENSIONAL ETF TRUST | 4,944,490 | $200.2B | 1.93% | |
| 9 | ACWIISHARES TR | 1,299,326 | $152.7B | 1.47% | Call |
| 10 | MUBISHARES TR | 1,312,902 | $139.9B | 1.35% | |
| 11 | VTVVANGUARD INDEX FDS | 768,846 | $130.2B | 1.26% | |
| 12 | AVGOBROADCOM INC | 549,969 | $127.5B | 1.23% | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 247,904 | $112.4B | 1.09% | |
| 14 | GQ9SPDR GOLD TR | 459,960 | $111.4B | 1.08% | |
| 15 | IJRISHARES TR | 935,681 | $107.8B | 1.04% | |
| 16 | GOOGALPHABET INC | 540,093 | $102.9B | 0.99% | |
| 17 | METAMETA PLATFORMS INC | 173,632 | $101.7B | 0.98% | |
| 18 | SPYSPDR S&P 500 ETF TR | 172,020 | $100.8B | 0.97% | Put |
| 19 | DFUSDIMENSIONAL ETF TRUST | 1,473,325 | $93.9B | 0.91% | |
| 20 | CRMSALESFORCE INC | 260,293 | $87.0B | 0.84% | |
| 21 | SPGMSPDR INDEX SHS FDS | 1,316,833 | $83.4B | 0.81% | |
| 22 | JPIEJ P MORGAN EXCHANGE TRADED F | 1,781,776 | $81.3B | 0.79% | |
| 23 | GOOGLALPHABET INC | 414,956 | $78.6B | 0.76% | |
| 24 | LLYELI LILLY & CO | 101,735 | $78.5B | 0.76% | |
| 25 | BINCBLACKROCK ETF TRUST II | 1,508,807 | $78.5B | 0.76% | |
| 26 | MGVVANGUARD WORLD FD | 620,923 | $77.6B | 0.75% | |
| 27 | PYLDPIMCO ETF TR | 2,986,289 | $77.4B | 0.75% | |
| 28 | VTEBVANGUARD MUN BD FDS | 1,535,947 | $77.0B | 0.74% | |
| 29 | VUGVANGUARD INDEX FDS | 175,632 | $72.1B | 0.70% | |
| 30 | JPMJPMORGAN CHASE & CO. | 292,578 | $70.1B | 0.68% | |
| 31 | VVISA INC | 217,000 | $68.6B | 0.66% | |
| 32 | WMTWALMART INC | 728,090 | $65.8B | 0.64% | |
| 33 | COSTCOSTCO WHSL CORP NEW | 68,976 | $63.2B | 0.61% | |
| 34 | RTXRTX CORPORATION | 533,055 | $61.7B | 0.60% | |
| 35 | SCHXSCHWAB STRATEGIC TR | 2,531,164 | $58.7B | 0.57% | |
| 36 | DFCFDIMENSIONAL ETF TRUST | 1,405,908 | $58.0B | 0.56% | |
| 37 | XOMEXXON MOBIL CORP | 534,179 | $57.5B | 0.56% | |
| 38 | BNBROOKFIELD CORP | 919,350 | $52.8B | 0.51% | |
| 39 | NDQINVESCO QQQ TR | 99,954 | $51.1B | 0.49% | |
| 40 | BNDVANGUARD BD INDEX FDS | 708,920 | $51.0B | 0.49% | |
| 41 | IVVISHARES TR | 85,448 | $50.3B | 0.49% | |
| 42 | HDHOME DEPOT INC | 127,845 | $49.7B | 0.48% | |
| 43 | TMOTHERMO FISHER SCIENTIFIC INC | 94,571 | $49.2B | 0.48% | |
| 44 | PGPROCTER AND GAMBLE CO | 292,620 | $49.1B | 0.47% | |
| 45 | VCITVANGUARD SCOTTSDALE FDS | 600,479 | $48.2B | 0.47% | |
| 46 | FNDFSCHWAB STRATEGIC TR | 1,450,093 | $48.2B | 0.47% | |
| 47 | SGOVISHARES TR | 479,680 | $48.1B | 0.46% | |
| 48 | GSGOLDMAN SACHS GROUP INC | 82,207 | $47.1B | 0.45% | |
| 49 | DFAIDIMENSIONAL ETF TRUST | 1,604,855 | $46.9B | 0.45% | |
| 50 | HONHONEYWELL INTL INC | 204,403 | $46.2B | 0.45% | |
| 51 | BNDXVANGUARD CHARLOTTE FDS | 935,044 | $45.9B | 0.44% | |
| 52 | WYNNWYNN RESORTS LTD | 525,282 | $45.3B | 0.44% | |
| 53 | DFATDIMENSIONAL ETF TRUST | 798,090 | $44.4B | 0.43% | |
| 54 | CATCATERPILLAR INC | 121,211 | $44.0B | 0.42% | |
| 55 | SPYMSPDR SER TR | 596,126 | $41.1B | 0.40% | |
| 56 | VICIVICI PPTYS INC | 1,399,696 | $40.9B | 0.39% | |
| 57 | DFEMDIMENSIONAL ETF TRUST | 1,472,650 | $38.6B | 0.37% | |
| 58 | IBMINTERNATIONAL BUSINESS MACHS | 173,932 | $38.2B | 0.37% | |
| 59 | AMGNAMGEN INC | 143,836 | $37.5B | 0.36% | |
| 60 | VONVVANGUARD SCOTTSDALE FDS | 455,837 | $37.0B | 0.36% | |
| 61 | PANWPALO ALTO NETWORKS INC | 198,678 | $36.2B | 0.35% | |
| 62 | JNJJOHNSON & JOHNSON | 249,359 | $36.1B | 0.35% | Put |
| 63 | MRKMERCK & CO INC | 361,433 | $36.0B | 0.35% | |
| 64 | VBRVANGUARD INDEX FDS | 181,253 | $35.9B | 0.35% | |
| 65 | WMWASTE MGMT INC DEL | 175,122 | $35.3B | 0.34% | |
| 66 | ORCLORACLE CORP | 211,889 | $35.3B | 0.34% | |
| 67 | MTUMISHARES TR | 166,267 | $34.4B | 0.33% | |
| 68 | ZTSZOETIS INC | 209,611 | $34.2B | 0.33% | |
| 69 | TSLATESLA INC | 83,632 | $33.8B | 0.33% | Call |
| 70 | SHWSHERWIN WILLIAMS CO | 98,837 | $33.6B | 0.32% | |
| 71 | DUHPDIMENSIONAL ETF TRUST | 969,097 | $32.7B | 0.32% | |
| 72 | MCDMCDONALDS CORP | 112,885 | $32.7B | 0.32% | |
| 73 | PEPPEPSICO INC | 213,908 | $32.5B | 0.31% | |
| 74 | LNGCHENIERE ENERGY INC | 149,015 | $32.0B | 0.31% | |
| 75 | PHPARKER-HANNIFIN CORP | 50,237 | $32.0B | 0.31% | |
| 76 | IEMGISHARES INC | 607,675 | $31.7B | 0.31% | |
| 77 | XYLXYLEM INC | 272,691 | $31.6B | 0.31% | |
| 78 | DFASDIMENSIONAL ETF TRUST | 479,010 | $31.2B | 0.30% | |
| 79 | LHLABCORP HOLDINGS INC | 135,888 | $31.2B | 0.30% | |
| 80 | VEAVANGUARD TAX-MANAGED FDS | 626,694 | $30.0B | 0.29% | |
| 81 | DFNMDIMENSIONAL ETF TRUST | 613,517 | $29.3B | 0.28% | |
| 82 | BACBANK AMERICA CORP | 644,235 | $28.3B | 0.27% | |
| 83 | VOEVANGUARD INDEX FDS | 172,065 | $27.8B | 0.27% | |
| 84 | MRSHMARSH & MCLENNAN COS INC | 130,509 | $27.7B | 0.27% | |
| 85 | VSSVANGUARD INTL EQUITY INDEX F | 236,155 | $27.0B | 0.26% | |
| 86 | RSPINVESCO EXCHANGE TRADED FD T | 151,713 | $26.6B | 0.26% | |
| 87 | XLCSELECT SECTOR SPDR TR | 271,537 | $26.3B | 0.25% | |
| 88 | USMVISHARES TR | 285,738 | $25.4B | 0.25% | |
| 89 | IWBISHARES TR | 78,690 | $25.4B | 0.24% | |
| 90 | BSVVANGUARD BD INDEX FDS | 323,777 | $25.0B | 0.24% | |
| 91 | BACVERIZON COMMUNICATIONS INC | 615,939 | $24.6B | 0.24% | |
| 92 | ABTABBOTT LABS | 216,787 | $24.5B | 0.24% | |
| 93 | SCHWSCHWAB CHARLES CORP | 321,796 | $23.8B | 0.23% | |
| 94 | EFVISHARES TR | 445,059 | $23.4B | 0.23% | |
| 95 | QUALISHARES TR | 129,393 | $23.0B | 0.22% | |
| 96 | AJGGALLAGHER ARTHUR J & CO | 80,678 | $22.9B | 0.22% | |
| 97 | GLTRABRDN PRECIOUS METALS BASKET | 206,567 | $22.7B | 0.22% | |
| 98 | NOWSERVICENOW INC | 21,249 | $22.5B | 0.22% | |
| 99 | VWOVANGUARD INTL EQUITY INDEX F | 499,124 | $22.0B | 0.21% | |
| 100 | GDIVHARBOR ETF TRUST | 1,419,323 | $21.6B | 0.21% |
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