Sequoia Financial Advisors, LLC

CIK
1599900
City
Akron
State / Country
OH

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%

Portfolio Trend

24 quarters · across all stocks

Holdings in DCH

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Shares Held

Position Value (USD)

10 of 10 shown
Report Date Value (USD) Shares
2026-03-31 $13,330,800 2,248,027
2025-12-31 $14,407,019 2,247,585
2025-09-30 $13,508,280 2,247,634
2025-06-30 $9,169,673 2,247,469
2024-12-31 $11,152,481 1,912,947
2024-09-30 $11,841,535 1,916,106
2024-06-30 $13,372,128 1,913,037
2024-03-31 $14,078,995 1,912,907
2023-12-31 $14,167,008 1,608,060
2021-12-31 $24,309,277 2,605,496