Latest Sequoia Financial Advisors, LLC Stock Portfolio

Sequoia Financial Advisors, LLC Performance:

2025 Q3: 3.6%YTD: 20.56%2024: 9.15%

Performance for 2025 Q3 is 3.6%, and YTD is 20.56%, and 2024 is 9.15%.

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

Sequoia Financial Advisors, LLC is a hedge fund based in AKRON, OH. On 28-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $15.5 Billions. In it's latest 13F Holdings report, Sequoia Financial Advisors, LLC reported an equity portfolio of $16.5 Billions as of 30 Sep, 2025.

The top stock holdings of Sequoia Financial Advisors, LLC are VB, BOB, IBCE. The fund has invested 7.3% of it's portfolio in VANGUARD INDEX FDS and 6.1% of portfolio in EA SERIES TRUST.

The fund managers got completely rid off RED ROCK RESORTS INC (RRR), ENSTAR GROUP LIMITED (ESGR) and SUNRISE COMMUNICATIONS AG stocks. They significantly reduced their stock positions in MARSH & MCLENNAN COS INC (MMC), HONEYWELL INTL INC (HON) and DIMENSIONAL ETF TRUST (DFAC). Sequoia Financial Advisors, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), DIMENSIONAL ETF TRUST (DFAC) and VANGUARD WELLINGTON FD (VFLQ). The fund showed a lot of confidence in some stocks as they added substantially to PIMCO ETF TR (BOND), T ROWE PRICE ETF INC (TAGG) and ISHARES TR (ACWF).

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

Our best estimate is that Sequoia Financial Advisors, LLC made a return of 3.6% in the last quarter. In trailing 12 months, it's portfolio return was 21.17%.

New Buys

Ticker	$ Bought
blackrock etf trust	22,516,600
blackrock etf trust	12,568,000
dimensional etf trust	11,025,700
vanguard wellington fd	9,781,790
j p morgan exchange traded f	5,432,140
schwab strategic tr	5,138,990
ishares tr	4,205,580
vanguard world fd	3,079,330

New stocks bought by Sequoia Financial Advisors, LLC

Additions

Ticker	% Inc.
pimco etf tr	2,665
t rowe price etf inc	1,032
ishares tr	865
pimco etf tr	699
vanguard whitehall fds	583
wesco intl inc	576
j p morgan exchange traded f	439
vanguard index fds	369

Additions to existing portfolio by Sequoia Financial Advisors, LLC

Reductions

Ticker	% Reduced
marsh & mclennan cos inc	-90.37
honeywell intl inc	-82.37
dimensional etf trust	-81.02
vanguard scottsdale fds	-80.04
texas instrs inc	-51.23
ishares tr	-44.07
zoetis inc	-42.12
rigetti computing inc	-33.83

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 60.6% of it's holdings in Others sector.

Sector	%
Others	60.6
Technology	12.9
Financial Services	5.3
Consumer Cyclical	4.9
Industrials	4.8
Communication Services	3.2
Healthcare	2.9
Consumer Defensive	1.9
Energy	1.3

Market Cap. Distribution

Sequoia Financial Advisors, LLC has about 35.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	60.6
MEGA-CAP	20
LARGE-CAP	15.9
MID-CAP	3

Stocks belong to which Index?

About 35.9% of the stocks held by Sequoia Financial Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	64.1
S&P 500	34.5
RUSSELL 2000	1.4

Top 5 Winners (%)		%
UUUU	energy fuels inc	164.9 %
RGTI	rigetti computing inc	151.2 %
NG	novagold res inc	115.2 %
GOSS	gossamer bio inc	113.8 %
UEC	uranium energy corp	96.0 %

Top 5 Winners ($)		$
AAPL	apple inc	78.8 M
NVDA	nvidia corporation	68.4 M
GOOG	alphabet inc	39.4 M
AVGO	broadcom inc	33.3 M
GOOG	alphabet inc	32.4 M

Top 5 Losers (%)		%
AGL	agilon health inc	-55.1 %
ALGN	align technology inc	-33.9 %
CHTR	charter communications inc n	-32.7 %
FDS	factset resh sys inc	-32.2 %
MOH	molina healthcare inc	-32.1 %

Top 5 Losers ($)		$
CRM	salesforce inc	-9.2 M
HON	honeywell intl inc	-5.1 M
COST	costco whsl corp new	-4.9 M
GDEN	golden entmt inc	-3.9 M
V	visa inc	-3.2 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 1694 stocks in it's portfolio. About 32% of the portfolio is in top 10 stocks. CRM proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Sequoia Financial Advisors, LLC last quarter.

Last Reported on: 29 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.03	42,568	5,463,560	added	10.82

AAPL	apple inc	2.58	1,667,080	424,488,000	added	4.66

AAXJ	ishares tr	1.10	1,704,780	181,542,000	added	1.79

AAXJ	ishares tr	1.09	1,293,320	178,789,000	reduced	-2.46

AAXJ	ishares tr	0.12	291,584	18,955,900	reduced	-0.91

AAXJ	ishares tr	0.09	219,266	14,872,800	reduced	-0.21

AAXJ	ishares tr	0.08	128,691	13,741,700	reduced	-5.01

AAXJ	ishares tr	0.04	57,528	6,180,620	reduced	-11.53

AAXJ	ishares tr	0.03	51,085	4,860,740	added	11.24

AAXJ	ishares tr	0.03	141,407	4,471,290	reduced	-10.06

AAXJ	ishares tr	0.01	16,141	2,189,510	added	24.74

ABBV	abbvie inc	0.12	84,494	19,563,700	added	6.00

ABC	cencora inc	0.02	9,898	3,093,560	added	2.22

ABT	abbott labs	0.29	353,767	47,383,500	added	0.95

ACIO	etf ser solutions	2.02	5,744,640	332,959,000	added	6.31

ACN	accenture plc ireland	0.07	47,604	11,739,000	reduced	-6.19

ACWF	ishares tr	0.06	243,385	10,755,200	reduced	-5.23

ACWF	ishares tr	0.06	224,073	10,728,600	reduced	-6.29

ACWF	ishares tr	0.04	94,087	6,405,400	reduced	-18.29

ACWF	ishares tr	0.03	71,972	4,902,760	added	13.02