Sequoia Financial Advisors, LLC

CIK

1599900

City

Akron

State / Country

Stock

Top Portfolio Positions

1,409 positions · $7,656,308,893 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	1,947,990	$494,380,382	6.46%
NVDA	Nvidia Corp Technology	2,699,634	$470,816,169	6.15%
MSFT	Microsoft Corp Technology	840,093	$310,977,225	4.06%
AMZN	Amazon Com Inc Consumer Cyclical	1,119,623	$233,183,882	3.05%
GLD	Spdr Gold Trust	469,508	$202,024,597	2.64%
AVGO	Broadcom Inc. Technology	642,760	$198,940,647	2.60%
META	Meta Platforms, Inc. Communication Services	263,851	$150,957,072	1.97%
GOOGL	Alphabet Inc. Communication Services	473,577	$136,181,802	1.78%
LLY	ELI LILLY & Co Healthcare	143,305	$131,807,639	1.72%
SPY	Spdr S&P 500 ETF Trust	196,117	$127,542,729	1.67%

25 quarters · across all stocks

Compact Export CSV

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,974,829	497,642	+0.9%	Shares	Sole	2026-04-30
2025-12-31	$17,134,462	493,220	-2.3%	Shares	Sole	2026-02-03
2025-09-30	$16,606,226	504,902	-1.7%	Shares	Sole	2025-10-29
2025-06-30	$17,205,231	513,589	-0.9%	Shares	Sole	2025-07-25
2025-03-31	$15,437,029	518,195	-10.8%	Shares	Sole	2025-04-23
2024-12-31	$18,458,609	580,642	+2.8%	Shares	Sole	2025-08-08
2024-09-30	$19,784,319	564,621	+137.8%	Shares	Sole	2024-10-21
2024-06-30	$6,516,396	237,478	-6.4%	Shares	Sole	2024-07-15
2024-03-31	$7,916,166	253,642	-4.0%	Shares	Sole	2024-04-30
2023-12-31	$8,323,153	264,311	+2.7%	Shares	Sole	2024-01-26
2023-09-30	$7,564,884	257,309	-1.2%	Shares	Sole	2023-11-08
2023-06-30	$9,501,899	260,326	-3.2%	Shares	Sole	2023-08-08
2023-03-31	$9,079,132	268,852	-1.3%	Shares	Sole	2023-04-25
2022-12-31	$8,443,690	272,465	+1.7%	Shares	Sole	2023-01-18
2022-09-30	$9,615,886	267,852	-3.4%	Shares	Sole	2022-10-26
2022-06-30	$10,597,641	277,280	+49.5%	Shares	Sole	2022-07-22
2022-03-31	$8,189,951	185,489	-0.9%	Shares	Sole	2022-05-13
2021-12-31	$7,590,060	187,224	+5.6%	Shares	Sole	2022-02-22
2021-09-30	$6,631,497	177,281	-6.8%	Shares	Sole	2021-10-26
2021-06-30	$7,045,918	190,259	-0.1%	Shares	Sole	2021-07-27
2021-03-31	$6,757,744	190,359	+9.7%	Shares	Sole	2021-05-14
2020-12-31	$5,715,837	173,558	-2.8%	Shares	Sole	2021-02-12
2020-09-30	$5,667,325	178,517	-0.4%	Shares	Sole	2020-10-23
2020-06-30	$4,913,665	179,287	-0.3%	Shares	Sole	2020-08-25
2020-03-31	$4,312,323	179,830	—	Shares	Sole	2020-05-11
No 13F history on record for this holder in this stock.