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Size ($ in 1000's)
At 12/31/2023: $8,063,866
At 09/30/2023: $5,703,677
Sequoia Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sequoia Financial Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Sequoia Financial Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Sequoia Financial Advisors LLC.
In the Sequoia Financial Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Sequoia Financial Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Sequoia Financial Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VTI) |
2,702,206 |
+222,507 |
$641,017 | | VTI | 2,702,206 | +222,507 | $641,017 | | ISHARES TR (IXUS) |
4,541,429 |
+239,131 |
$294,875 | | IXUS | 4,541,429 | +239,131 | $294,875 | | VANGUARD SCOTTSDALE FDS (VONG) |
3,290,989 |
+215,713 |
$256,763 | | VONG | 3,290,989 | +215,713 | $256,763 | | APPLE INC |
1,262,924 |
+443,462 |
$243,151 | | AAPL | 1,262,924 | +443,462 | $243,151 | | ISHARES TR (AGG) |
2,080,764 |
+159,110 |
$206,516 | | AGG | 2,080,764 | +159,110 | $206,516 | | MICROSOFT CORP |
518,005 |
+247,609 |
$194,790 | | MSFT | 518,005 | +247,609 | $194,790 |  AMAZON COM INC |
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$173,590 | | AMZN | 1,142,392 | +281,968 | $173,575 | | Call | 100 | +100 | $15 | | SCHWAB STRATEGIC TR |
4,098,942 |
+88,767 |
$138,257 | | FNDF | 4,098,942 | +88,767 | $138,257 | | VANGUARD INDEX FDS (VTV) |
788,687 |
+69,133 |
$117,909 | | VTV | 788,687 | +69,133 | $117,909 | | DIMENSIONAL ETF TRUST (DFAU) |
3,542,293 |
+338,346 |
$117,781 | | DFAU | 3,542,293 | +338,346 | $117,781 | | ISHARES TR (ACWI) |
1,141,615 |
+98,804 |
$116,182 | | ACWI | 1,141,615 | +98,804 | $116,182 | | NVIDIA CORPORATION |
232,847 |
+156,277 |
$115,311 | | NVDA | 232,847 | +156,277 | $115,311 | | ISHARES TR (MUB) |
1,040,254 |
-27,400 |
$112,774 | | MUB | 1,040,254 | -27,400 | $112,774 | | ALPHABET INC |
746,834 |
+117,543 |
$104,325 | | GOOGL | 746,834 | +117,543 | $104,325 | | SPDR GOLD TR (GLD) |
539,437 |
+2,083 |
$103,124 | | GLD | 539,437 | +2,083 | $103,124 | | FIDELITY MERRIMACK STR TR |
2,189,941 |
+237,581 |
$100,825 | | FBND | 2,189,941 | +237,581 | $100,825 | | ISHARES TR (IJR) |
780,095 |
+72,808 |
$84,445 | | IJR | 780,095 | +72,808 | $84,445 | | DIMENSIONAL ETF TRUST (DFUS) |
1,626,810 |
-15,757 |
$84,318 | | DFUS | 1,626,810 | -15,757 | $84,318 | | BERKSHIRE HATHAWAY INC DEL |
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$82,578 | | BRK.B | 225,448 | +32,025 | $80,408 | | BRK.A | 4 | UNCH | $2,170 | | VANGUARD MUN BD FDS (VTEB) |
1,471,677 |
+243,088 |
$75,129 | | VTEB | 1,471,677 | +243,088 | $75,129 | | SPDR INDEX SHS FDS (SPGM) |
1,345,296 |
+18,502 |
$74,449 | | SPGM | 1,345,296 | +18,502 | $74,449 | | PALO ALTO NETWORKS INC |
250,929 |
-238,359 |
$73,994 | | PANW | 250,929 | -238,359 | $73,994 | | SPDR S&P 500 ETF TR (SPY) |
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$71,730 | | SPY | 149,514 | +48,590 | $71,065 | | Call | 1,400 | UNCH | $665 | | ALPHABET INC |
504,602 |
+218,297 |
$71,114 | | GOOG | 504,602 | +218,297 | $71,114 | | VANGUARD INDEX FDS (VUG) |
216,693 |
+57,401 |
$67,366 | | VUG | 216,693 | +57,401 | $67,366 | | CAESARS ENTERTAINMENT INC NE |
1,433,641 |
+387,391 |
$67,209 | | CZR | 1,433,641 | +387,391 | $67,209 | | ISHARES TR (TLH) |
557,868 |
+39,817 |
$60,395 | | TLH | 557,868 | +39,817 | $60,395 | | VANGUARD WORLD FD (MGV) |
543,915 |
+79,958 |
$59,488 | | MGV | 543,915 | +79,958 | $59,488 | | SCHWAB STRATEGIC TR |
1,032,993 |
-10,396 |
$58,261 | | SCHX | 1,032,993 | -10,396 | $58,261 | | DIMENSIONAL ETF TRUST (DFCF) |
1,222,362 |
+108,773 |
$51,828 | | DFCF | 1,222,362 | +108,773 | $51,828 | | ISHARES TR (IVV) |
104,878 |
+21,526 |
$50,093 | | IVV | 104,878 | +21,526 | $50,093 | | JPMORGAN CHASE & CO |
281,021 |
+59,679 |
$47,802 | | JPM | 281,021 | +59,679 | $47,802 | | FIRST TR EXCH TRADED FD III (FMB) |
903,423 |
+156,465 |
$46,675 | | FMB | 903,423 | +156,465 | $46,675 | | META PLATFORMS INC |
131,306 |
+97,107 |
$46,477 | | META | 131,306 | +97,107 | $46,477 | | VICI PPTYS INC |
1,427,118 |
-270,761 |
$46,086 | | VICI | 1,427,118 | -270,761 | $46,086 | | BROADCOM INC |
39,690 |
+34,949 |
$44,304 | | AVGO | 39,690 | +34,949 | $44,304 | | GOLDEN ENTMT INC |
1,034,660 |
-9,219 |
$41,314 | | GDEN | 1,034,660 | -9,219 | $41,314 | | PLANET FITNESS INC |
563,034 |
+66,026 |
$41,101 | | PLNT | 563,034 | +66,026 | $41,101 | | SPDR SER TR (SPLG) |
696,880 |
+358,038 |
$38,956 | | SPLG | 696,880 | +358,038 | $38,956 | | BLACKSTONE INC |
294,223 |
-16,194 |
$38,520 | | BX | 294,223 | -16,194 | $38,520 | | TKO GROUP HOLDINGS INC |
469,879 |
+469,879 |
$38,333 | | TKO | 469,879 | +469,879 | $38,333 | | HONEYWELL INTL INC |
179,300 |
+62,158 |
$37,601 | | HON | 179,300 | +62,158 | $37,601 | | ISHARES TR (IVLU) |
1,415,130 |
+983,799 |
$37,515 | | IVLU | 1,415,130 | +983,799 | $37,515 | | ELI LILLY & CO |
64,323 |
+50,378 |
$37,495 | | LLY | 64,323 | +50,378 | $37,495 | | ZOETIS INC |
188,529 |
+101,431 |
$37,210 | | ZTS | 188,529 | +101,431 | $37,210 | | DIMENSIONAL ETF TRUST (DFNM) |
759,838 |
-53,788 |
$36,860 | | DFNM | 759,838 | -53,788 | $36,860 | | DIMENSIONAL ETF TRUST (DFAT) |
703,470 |
+26,137 |
$36,813 | | DFAT | 703,470 | +26,137 | $36,813 | | VISA INC |
139,999 |
+106,377 |
$36,449 | | V | 139,999 | +106,377 | $36,449 | | DIMENSIONAL ETF TRUST (DFAI) |
1,246,860 |
+95,136 |
$35,710 | | DFAI | 1,246,860 | +95,136 | $35,710 | | INVESCO QQQ TR |
86,927 |
+13,493 |
$35,598 | | QQQ | 86,927 | +13,493 | $35,598 |
See Full List: All Stocks Held By Sequoia Financial Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sequoia Financial Advisors LLC
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