Sequoia Financial Advisors, LLC Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$10.4B
Holdings
1,334
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,334 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MOATVANECK ETF TRUST | 230,396 | $21.4B | 206.39% | |
| 102 | PLTRPALANTIR TECHNOLOGIES INC | 281,728 | $21.3B | 205.85% | |
| 103 | GDENGOLDEN ENTMT INC | 673,667 | $21.3B | 205.66% | |
| 104 | NXPINXP SEMICONDUCTORS N V | 102,127 | $21.2B | 205.07% | |
| 105 | OKEONEOK INC NEW | 211,194 | $21.2B | 204.85% | |
| 106 | XLISELECT SECTOR SPDR TR | 157,953 | $20.8B | 201.06% | |
| 107 | VOOVANGUARD INDEX FDS | 38,267 | $20.6B | 199.19% | |
| 108 | BLKBLACKROCK INC | 20,092 | $20.6B | 198.99% | |
| 109 | WFCWELLS FARGO CO NEW | 284,703 | $20.0B | 193.19% | |
| 110 | DFIVDIMENSIONAL ETF TRUST | 554,957 | $19.7B | 190.22% | |
| 111 | PGRPROGRESSIVE CORP | 81,020 | $19.4B | 187.55% | Put |
| 112 | SLBSCHLUMBERGER LTD | 496,984 | $19.1B | 184.08% | |
| 113 | CVXCHEVRON CORP NEW | 130,527 | $18.9B | 182.64% | |
| 114 | BIPBROOKFIELD INFRAST PARTNERS | 580,642 | $18.5B | 178.33% | |
| 115 | BAMBROOKFIELD ASSET MANAGMT LTD | 339,948 | $18.4B | 177.97% | |
| 116 | TRVCCITIGROUP INC | 257,011 | $18.1B | 174.78% | |
| 117 | IVWISHARES TR | 174,493 | $17.7B | 171.16% | |
| 118 | NSCNORFOLK SOUTHN CORP | 73,589 | $17.3B | 166.86% | |
| 119 | QCOMQUALCOMM INC | 112,367 | $17.3B | 166.77% | |
| 120 | XLFSELECT SECTOR SPDR TR | 354,428 | $17.1B | 165.49% | |
| 121 | SCISERVICE CORP INTL | 214,181 | $17.1B | 165.16% | Put |
| 122 | IMTMISHARES TR | 452,125 | $16.9B | 163.36% | |
| 123 | IQVIQVIA HLDGS INC | 85,299 | $16.8B | 161.94% | |
| 124 | TPLTEXAS PACIFIC LAND CORPORATI | 15,136 | $16.7B | 161.72% | |
| 125 | CMCSACOMCAST CORP NEW | 445,259 | $16.7B | 161.44% | |
| 126 | ETNEATON CORP PLC | 49,693 | $16.5B | 159.32% | |
| 127 | VCSHVANGUARD SCOTTSDALE FDS | 211,114 | $16.5B | 159.11% | |
| 128 | TJXTJX COS INC NEW | 134,457 | $16.2B | 156.93% | |
| 129 | DFACDIMENSIONAL ETF TRUST | 469,552 | $16.2B | 156.91% | |
| 130 | TXNTEXAS INSTRS INC | 86,237 | $16.2B | 156.22% | |
| 131 | AGGISHARES TR | 166,628 | $16.1B | 155.99% | |
| 132 | JCIJOHNSON CTLS INTL PLC | 204,547 | $16.1B | 155.97% | |
| 133 | FMBFIRST TR EXCH TRADED FD III | 312,772 | $16.0B | 154.14% | |
| 134 | BXBLACKSTONE INC | 92,173 | $15.9B | 153.54% | |
| 135 | DFAXDIMENSIONAL ETF TRUST | 632,893 | $15.7B | 152.00% | |
| 136 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2,300 | $15.7B | 151.30% | |
| 137 | FDNFIRST TR EXCHANGE-TRADED FD | 64,240 | $15.6B | 150.92% | |
| 138 | SPLVINVESCO EXCH TRADED FD TR II | 220,238 | $15.4B | 148.94% | |
| 139 | CWISPDR INDEX SHS FDS | 543,197 | $15.2B | 146.62% | |
| 140 | DFUVDIMENSIONAL ETF TRUST | 368,908 | $15.1B | 145.84% | |
| 141 | UNHUNITEDHEALTH GROUP INC | 29,154 | $14.7B | 142.48% | |
| 142 | TDVGT ROWE PRICE ETF INC | 359,058 | $14.2B | 137.33% | |
| 143 | PFFISHARES TR | 440,917 | $13.9B | 133.92% | |
| 144 | SCHGSCHWAB STRATEGIC TR | 493,657 | $13.8B | 132.92% | |
| 145 | XLUSELECT SECTOR SPDR TR | 181,695 | $13.8B | 132.86% | |
| 146 | FISVFISERV INC | 64,979 | $13.3B | 128.95% | |
| 147 | NFLXNETFLIX INC | 14,074 | $12.5B | 121.19% | |
| 148 | XLRESELECT SECTOR SPDR TR | 307,965 | $12.5B | 121.00% | |
| 149 | DISDISNEY WALT CO | 111,393 | $12.4B | 119.83% | |
| 150 | ITOTISHARES TR | 96,213 | $12.4B | 119.55% | |
| 151 | ABBVABBVIE INC | 69,595 | $12.4B | 119.48% | |
| 152 | IJHISHARES TR | 198,071 | $12.3B | 119.23% | |
| 153 | VTIPVANGUARD MALVERN FDS | 254,842 | $12.3B | 119.21% | |
| 154 | IWMISHARES TR | 55,686 | $12.3B | 118.87% | |
| 155 | DHID R HORTON INC | 87,612 | $12.2B | 118.35% | |
| 156 | JNKSPDR SER TR | 126,199 | $12.0B | 116.40% | |
| 157 | SCHBSCHWAB STRATEGIC TR | 530,154 | $12.0B | 116.26% | |
| 158 | ACWXISHARES TR | 229,818 | $12.0B | 115.81% | |
| 159 | JEFJEFFERIES FINL GROUP INC | 143,871 | $11.3B | 108.97% | |
| 160 | SUBISHARES TR | 106,248 | $11.2B | 108.27% | |
| 161 | DCHAMERICAN AXLE & MFG HLDGS IN | 1,912,947 | $11.2B | 107.74% | |
| 162 | GEGE AEROSPACE | 66,678 | $11.1B | 107.44% | |
| 163 | LUMNLUMEN TECHNOLOGIES INC | 2,081,965 | $11.1B | 106.80% | |
| 164 | MAMASTERCARD INCORPORATED | 20,765 | $10.9B | 105.63% | |
| 165 | VNQVANGUARD INDEX FDS | 122,229 | $10.9B | 105.19% | |
| 166 | SCHASCHWAB STRATEGIC TR | 419,022 | $10.8B | 104.68% | |
| 167 | DGRWWISDOMTREE TR | 132,545 | $10.7B | 103.63% | |
| 168 | 4I1PHILIP MORRIS INTL INC | 87,473 | $10.5B | 101.70% | |
| 169 | MPLXMPLX LP | 218,802 | $10.5B | 101.17% | |
| 170 | NEENEXTERA ENERGY INC | 142,593 | $10.2B | 98.76% | |
| 171 | VFVAVANGUARD WELLINGTON FD | 83,967 | $9.9B | 96.03% | |
| 172 | KOCOCA COLA CO | 156,153 | $9.7B | 93.92% | |
| 173 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 48,878 | $9.7B | 93.26% | |
| 174 | INTUINTUIT | 15,136 | $9.5B | 91.91% | |
| 175 | RRRRED ROCK RESORTS INC | 200,942 | $9.3B | 89.76% | |
| 176 | FBNDFIDELITY MERRIMACK STR TR | 206,605 | $9.3B | 89.56% | |
| 177 | DFAEDIMENSIONAL ETF TRUST | 365,249 | $9.3B | 89.52% | |
| 178 | CSCOCISCO SYS INC | 156,043 | $9.2B | 89.25% | |
| 179 | DIHPDIMENSIONAL ETF TRUST | 364,769 | $9.2B | 88.91% | |
| 180 | LOWLOWES COS INC | 37,181 | $9.2B | 88.65% | |
| 181 | AEPAMERICAN ELEC PWR CO INC | 98,408 | $9.1B | 87.68% | |
| 182 | ESGRENSTAR GROUP LIMITED | 28,057 | $9.0B | 87.29% | |
| 183 | PAYXPAYCHEX INC | 64,413 | $9.0B | 87.26% | |
| 184 | VMBSVANGUARD SCOTTSDALE FDS | 198,171 | $9.0B | 86.80% | |
| 185 | BKLNINVESCO EXCH TRADED FD TR II | 418,889 | $8.8B | 85.27% | |
| 186 | ZSZSCALER INC | 48,775 | $8.8B | 85.01% | |
| 187 | SPYGSPDR SER TR | 100,042 | $8.8B | 84.96% | |
| 188 | TAT&T INC | 381,619 | $8.7B | 83.95% | |
| 189 | GILDGILEAD SCIENCES INC | 93,618 | $8.6B | 83.54% | |
| 190 | JMSTJ P MORGAN EXCHANGE TRADED F | 169,989 | $8.6B | 83.28% | |
| 191 | GBTCGRAYSCALE BITCOIN TRUST ETF | 116,047 | $8.6B | 82.99% | |
| 192 | BMYBRISTOL-MYERS SQUIBB CO | 151,700 | $8.6B | 82.89% | |
| 193 | UNPUNION PAC CORP | 37,336 | $8.5B | 82.25% | |
| 194 | AQLTISHARES TR | 64,070 | $8.4B | 81.27% | |
| 195 | IWFISHARES TR | 20,570 | $8.3B | 79.80% | |
| 196 | T7DTRANSDIGM GROUP INC | 6,518 | $8.3B | 79.80% | |
| 197 | DFARDIMENSIONAL ETF TRUST | 351,886 | $8.2B | 79.11% | |
| 198 | WPCWP CAREY INC | 149,009 | $8.1B | 78.43% | |
| 199 | GDGENERAL DYNAMICS CORP | 30,357 | $8.0B | 77.28% | |
| 200 | HBANHUNTINGTON BANCSHARES INC | 486,840 | $7.9B | 76.52% |