Sequoia Financial Advisors, LLC Portfolio Holdings
Q3 2025•1,699 long positions•$16.4B portfolio value
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Holding1,756 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $1.2B 7.32% | +$30.2M Bought | — 3.6M shares | 3.6M → 3.6M +$30.2M | +2.59% | — — | Q3 2016 Held for 9y 2m | |
ETF ETF | $999.4M 6.11% | -$49.7M Sold | — 32.1M shares | 33.7M → 32.1M −$49.7M | -4.73% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $482.3M 2.95% | +$24.1M Bought | — 5.8M shares | 5.5M → 5.8M +$24.1M | +5.25% | — — | Q3 2016 Held for 9y 2m | |
Semiconductors Technology | $458.1M 2.8% | +$11.5M Bought | 0.01% 2.5M shares | 2.4M → 2.5M +$11.5M | +2.57% | $4.54T Mega Cap | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $424.5M 2.59% | +$18.9M Bought | 0.011% 1.7M shares | 1.6M → 1.7M +$18.9M | +4.66% | $3.78T Mega Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $398.8M 2.44% | +$21.3M Bought | 0.01% 770.0K shares | 728.8K → 770.0K +$21.3M | +5.65% | $3.85T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $383.2M 2.34% | -$12.5M Sold | — 3.2M shares | 3.3M → 3.2M −$12.5M | -3.15% | — — | Q2 2016 Held for 9y 5m | |
ETF ETF | $333.0M 2.03% | +$19.8M Bought | — 5.7M shares | 5.4M → 5.7M +$19.8M | +6.31% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $320.7M 1.96% | +$15.8M Bought | — 7.0M shares | 6.7M → 7.0M +$15.8M | +5.18% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $264.8M 1.62% | +$12.7M Bought | — 3.3M shares | 3.2M → 3.3M +$12.7M | +5.02% | — — | Q2 2017 Held for 8y 5m | |
Specialty Retail Consumer Cyclical | $254.4M 1.56% | +$10.3M Bought | 0.011% 1.2M shares | 1.1M → 1.2M +$10.3M | +4.23% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $216.4M 1.32% | +$16.5M Bought | — 2.7M shares | 2.5M → 2.7M +$16.5M | +8.25% | — — | Q3 2017 Held for 8y 2m | |
ETF ETF | $213.9M 1.31% | +$88.8M Bought | — 4.6M shares | 2.7M → 4.6M +$88.8M | +71.01% | — — | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $206.8M 1.26% | +$4.0M Bought | 0.013% 626.8K shares | 614.6K → 626.8K +$4.0M | +1.98% | $1.56T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $204.7M 1.25% | +$83.2M Bought | — 7.6M shares | 4.5M → 7.6M +$83.2M | +68.44% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $201.7M 1.23% | +$81.5M Bought | — 3.8M shares | 2.3M → 3.8M +$81.5M | +67.88% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $181.5M 1.11% | +$3.2M Bought | — 1.7M shares | 1.7M → 1.7M +$3.2M | +1.79% | — — | Q1 2015 Held for 10y 8m | |
ETF ETF | $178.8M 1.09% | -$4.5M Sold | — 1.3M shares | 1.3M → 1.3M −$4.5M | -2.46% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $172.0M 1.05% | +$2.0M Bought | — 484.0K shares | 478.4K → 484.0K +$2.0M | +1.17% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $165.4M 1.01% | +$150.8M Bought | — 3.8M shares | 332.1K → 3.8M +$150.8M | +1,032.82% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $165.2M 1.01% | +$10.6M Bought | 0.009% 224.9K shares | 210.5K → 224.9K +$10.6M | +6.84% | $1.84T Mega Cap | Q4 2013 Held for 11y 11m | |
ETF ETF | $156.8M 0.958% | +$8.2M Bought | — 4.9M shares | 4.6M → 4.9M +$8.2M | +5.52% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $148.3M 0.906% | +$15.0M Bought | — 4.9M shares | 4.4M → 4.9M +$15.0M | +11.28% | — — | Q1 2023 Held for 2y 8m | |
Internet Content & Information Communication Services | $147.6M 0.902% | +$2.7M Bought | 0.005% 606.0K shares | 595.0K → 606.0K +$2.7M | +1.85% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
ETF ETF | $130.1M 0.795% | +$3.4M Bought | — 697.4K shares | 679.3K → 697.4K +$3.4M | +2.66% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $128.4M 0.785% | +$48.2M Bought | — 267.8K shares | 167.2K → 267.8K +$48.2M | +60.14% | — — | Q3 2018 Held for 7y 2m | |
Financial - Capital Markets Financial Services | $116.0M 0.709% | +$8.7M Bought | 0.048% 145.6K shares | 134.7K → 145.6K +$8.7M | +8.13% | $241.07B Mega Cap | Q4 2018 Held for 6y 11m | |
Banks - Diversified Financial Services | $115.0M 0.703% | +$1.3M Bought | 0.013% 364.5K shares | 360.3K → 364.5K +$1.3M | +1.17% | $867.35B Mega Cap | Q4 2013 Held for 11y 11m | |
Insurance - Diversified Financial Services | $113.9M 0.696% | -$743.0K Sold | 0.01% 226.5K shares | 228.0K → 226.5K −$743.0K | -0.65% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Drug Manufacturers - General Healthcare | $111.6M 0.682% | +$4.6M Bought | 0.016% 146.2K shares | 140.2K → 146.2K +$4.6M | +4.29% | $684.00B Mega Cap | Q3 2017 Held for 8y 2m | |
Internet Content & Information Communication Services | $111.4M 0.681% | -$6.6M Sold | 0.004% 458.2K shares | 485.5K → 458.2K −$6.6M | -5.62% | $2.95T Mega Cap | Q4 2013 Held for 11y 11m | |
ETF ETF | $108.4M 0.663% | +$43.8M Bought | — 1.1M shares | 641.9K → 1.1M +$43.8M | +67.77% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $104.4M 0.638% | +$8.4M Bought | — 1.4M shares | 1.3M → 1.4M +$8.4M | +8.79% | — — | Q3 2016 Held for 9y 2m | |
ETF ETF | $103.3M 0.631% | +$5.5M Bought | — 1.8M shares | 1.7M → 1.8M +$5.5M | +5.62% | — — | Q1 2025 Held for 8 months | |
Aerospace & Defense Industrials | $102.9M 0.629% | +$1.4M Bought | 0.046% 615.2K shares | 606.6K → 615.2K +$1.4M | +1.43% | $223.98B Mega Cap | Q1 2015 Held for 10y 8m | |
ETF ETF | $102.2M 0.625% | -$1.9M Sold | — 1.4M shares | 1.4M → 1.4M −$1.9M | -1.8% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $100.8M 0.616% | -$459.0K Sold | — 151.3K shares | 152.0K → 151.3K −$459.0K | -0.45% | — — | Q3 2025 Held for 2 months | |
ETF ETF | $99.7M 0.609% | +$6.2M Bought | — 1.0M shares | 939.3K → 1.0M +$6.2M | +6.63% | — — | Q2 2024 Held for 1y 5m | |
Entertainment Communication Services | $95.1M 0.581% | +$147.2K Bought | 0.573% 471.0K shares | 470.3K → 471.0K +$147.2K | +0.16% | $16.6B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $91.9M 0.562% | +$7.0M Bought | — 2.5M shares | 2.3M → 2.5M +$7.0M | +8.26% | — — | Q4 2021 Held for 3y 11m | |
Agricultural - Machinery Industrials | $84.3M 0.515% | +$2.7M Bought | 0.038% 176.6K shares | 171.0K → 176.6K +$2.7M | +3.32% | $223.53B Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $81.4M 0.498% | -$101.5K Sold | — 1.6M shares | 1.6M → 1.6M −$101.5K | -0.12% | — — | Q4 2022 Held for 2y 11m | |
Financial - Credit Services Financial Services | $81.1M 0.495% | +$2.0M Bought | 0.012% 237.4K shares | 231.5K → 237.4K +$2.0M | +2.55% | $662.60B Mega Cap | Q2 2015 Held for 10y 5m | |
ETF ETF | $80.7M 0.493% | -$4.1M Sold | — 585.6K shares | 615.2K → 585.6K −$4.1M | -4.81% | — — | Q2 2021 Held for 4y 5m | |
Discount Stores Consumer Defensive | $79.6M 0.486% | +$1.7M Bought | 0.01% 772.3K shares | 755.8K → 772.3K +$1.7M | +2.18% | $821.68B Mega Cap | Q4 2013 Held for 11y 11m | |
ETF ETF | $75.4M 0.461% | +$2.0M Bought | — 1.3M shares | 1.3M → 1.3M +$2.0M | +2.7% | — — | Q4 2021 Held for 3y 11m | |
Discount Stores Consumer Defensive | $73.8M 0.451% | +$3.9M Bought | 0.018% 79.8K shares | 75.6K → 79.8K +$3.9M | +5.55% | $410.27B Mega Cap | Q2 2024 Held for 1y 5m | |
Oil & Gas Integrated Energy | $73.1M 0.447% | +$2.0M Bought | 0.015% 648.7K shares | 630.6K → 648.7K +$2.0M | +2.86% | $480.68B Mega Cap | Q2 2025 Held for 5 months | |
Home Improvement Consumer Cyclical | $71.7M 0.438% | +$2.6M Bought | 0.018% 177.0K shares | 170.6K → 177.0K +$2.6M | +3.75% | $403.32B Mega Cap | Q4 2015 Held for 9y 11m | |
ETF ETF | $68.3M 0.418% | -$53.8M Sold | — 575.0K shares | 1.0M → 575.0K −$53.8M | -44.07% | — — | Q4 2013 Held for 11y 11m |
