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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 GLTR

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Shares Held

Position Value (USD)

7 quarters on record
Report Date Value (USD) Shares
2026-03-31 $35,764,656 163,518
2025-12-31 $34,209,989 166,391
2025-09-30 $28,246,285 170,724
2025-06-30 $23,829,493 172,490
2025-03-31 $24,622,345 190,178
2024-12-31 $22,681,056 206,567
2024-09-30 $280,052 2,472