Grufity logoGrufity logo
StocksFundsScreenerSectorsWatchlists

Latest Sequoia Financial Advisors, LLC Stock Portfolio

$17.88Billion– No. of Holdings #1876

Sequoia Financial Advisors, LLC Performance:
2026 Q1: -1.96%YTD: -1.96%2025: 14.71%
Performance for 2026 Q1 is -1.96%, and YTD is -1.96%, and 2025 is 14.71%.

About Sequoia Financial Advisors, LLC and 13F Hedge Fund Stock Holdings

Sequoia Financial Advisors, LLC is a hedge fund based in Akron, OH. On 2026-04-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sequoia Financial Advisors, LLC reported an equity portfolio of $17.9 Billions as of 31 Mar, 2026.

The top stock holdings of Sequoia Financial Advisors, LLC are VB, BOB, IBCE. The fund has invested 6.8% of it's portfolio in VANGUARD INDEX FDS and 5.8% of portfolio in EA SERIES TRUST.

The fund managers got completely rid off PENN ENTERTAINMENT INC (PENN), ASTRAZENECA PLC (AZN) and HEALTHEQUITY INC (HQY) stocks. They significantly reduced their stock positions in CDW CORP (CDW), AIR LEASE CORP (AL) and FLOWERS FOODS INC (FLO). Sequoia Financial Advisors, LLC opened new stock positions in ASTRAZENECA PLC, ISHARES TR (ACWF) and ISHARES TR (BGRN). The fund showed a lot of confidence in some stocks as they added substantially to TEXAS PACIFIC LAND CORPORATI (TPL), HUBSPOT INC (HUBS) and RH (RH).
Sequoia Financial Advisors, LLC Equity Portfolio Value
Last Reported on: 30 Apr, 2026

Sequoia Financial Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Sequoia Financial Advisors, LLC made a return of -1.96% in the last quarter. In trailing 12 months, it's portfolio return was 14.99%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc4,000,650
ishares tr3,248,680
New stocks bought by Sequoia Financial Advisors, LLC

Additions

Ticker% Inc.
texas pacific land corporati1,358
somnigroup international inc578
l3harris technologies inc387
honeywell intl inc210
american centy etf tr169
akamai technologies inc131
procore technologies inc130
vistra corp68.23
Additions to existing portfolio by Sequoia Financial Advisors, LLC

Reductions

Ticker% Reduced
norfolk southn corp-80.08
vici pptys inc-79.18
nxp semiconductors n v-72.06
vanguard index fds-67.51
ishares tr-64.89
the cigna group-57.19
csx corp-52.96
oracle corp-47.55
Sequoia Financial Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Sequoia Financial Advisors, LLC

Sector Distribution

Sequoia Financial Advisors, LLC has about 61.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Consumer Defensive
  • Energy
Sector%
Others61.3
Technology11.8
Industrials5.3
Financial Services4.8
Consumer Cyclical4
Communication Services3.4
Healthcare3.3
Consumer Defensive2.1
Energy1.8

Market Cap. Distribution

Sequoia Financial Advisors, LLC has about 36.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED61.3
MEGA-CAP23
LARGE-CAP13.7
MID-CAP1.5

Stocks belong to which Index?

About 35.7% of the stocks held by Sequoia Financial Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others64.3
S&P 50034.2
RUSSELL 20001.5
Top 5 Winners (%)%
IBRX
immunitybio inc
277.2 %
sandisk corp
141.6 %
TLYS
tillys inc
103.5 %
LYB
lyondellbasell industries nv
85.9 %
VIAV
viavi solutions inc
81.0 %
Top 5 Winners ($)$
BOB
ea series trust
39.2 M
XOM
exxon mobil corp
34.0 M
CAT
caterpillar inc
24.1 M
PWR
quanta svcs inc
16.5 M
GLD
spdr gold tr
16.0 M
Top 5 Losers (%)%
GOSS
gossamer bio inc
-89.3 %
MNKD
mannkind corp
-56.6 %
TEAM
atlassian corporation
-55.2 %
U
unity software inc
-47.2 %
KD
kyndryl hldgs inc
-45.5 %
Top 5 Losers ($)$
MSFT
microsoft corp
-95.6 M
VB
vanguard index fds
-54.2 M
BNDW
vanguard scottsdale fds
-42.4 M
AAPL
apple inc
-35.6 M
NVDA
nvidia corporation
-32.1 M

Sequoia Financial Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sequoia Financial Advisors, LLC

Sequoia Financial Advisors, LLC has 1876 stocks in it's portfolio. About 30.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. BOB was the most profitable stock for Sequoia Financial Advisors, LLC last quarter.

Last Reported on: 30 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions