Sequoia Financial Advisors, LLC
Holdings in LPL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $628,818 | 149,363 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $647,556 | 124,053 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $372,509 | 108,921 | Shares | Sole | 2025-07-25 |
| 2024-12-31 | $117,473 | 38,265 | Shares | Sole | 2025-08-08 |
| 2024-09-30 | $168,415 | 41,584 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $232,747 | 56,492 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $363,916 | 88,760 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $251,975 | 52,277 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $299,998 | 61,475 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $420,236 | 69,346 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $393,492 | 61,676 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $283,468 | 57,151 | Shares | Sole | 2023-01-18 |
| 2022-09-30 | $144,819 | 35,495 | Shares | Sole | 2022-10-26 |
| 2022-06-30 | $207,525 | 37,191 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $222,004 | 26,877 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $190,172 | 18,829 | Shares | Sole | 2022-02-22 |