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Sequoia Financial Advisors, LLC

CIK
1599900
City
Akron
State / Country
OH

Top Portfolio Positions

1,410 positions · $7,777,319,831 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in ASX

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Shares Held

Position Value (USD)

18 quarters on record
Report Date Value (USD) Shares
2026-03-31 $3,060,110 141,149
2025-12-31 $2,231,846 138,624
2025-09-30 $1,474,016 132,914
2025-06-30 $1,318,872 127,674
2025-03-31 $889,867 101,583
2024-12-31 $975,239 96,846
2024-09-30 $914,189 93,667
2024-06-30 $1,105,570 96,810
2024-03-31 $1,060,194 96,469
2023-12-31 $937,330 99,610
2023-09-30 $770,145 102,413
2023-06-30 $781,072 100,266
2023-03-31 $751,140 94,246
2022-12-31 $539,853 86,101
2022-09-30 $232,044 46,502
2022-06-30 $280,446 54,245
2022-03-31 $380,392 53,652
2021-12-31 $246,749 31,594