Sequoia Financial Advisors, LLC
Top Portfolio Positions
1,412 positions ·
$7,776,309,865 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,947,990 | $494,380,382 | 6.36% | |
| NVDA |
Nvidia Corp
Technology
|
2,699,634 | $470,816,169 | 6.05% | |
| MSFT |
Microsoft Corp
Technology
|
840,093 | $310,977,225 | 4.00% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,119,623 | $233,183,882 | 3.00% | |
| GLD |
Spdr Gold Trust
|
469,508 | $202,024,597 | 2.60% | |
| AVGO |
Broadcom Inc.
Technology
|
642,760 | $198,940,647 | 2.56% | |
| META |
Meta Platforms, Inc.
Communication Services
|
263,851 | $150,957,072 | 1.94% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
473,577 | $136,181,802 | 1.75% | |
| LLY |
ELI LILLY & Co
Healthcare
|
143,305 | $131,807,639 | 1.69% | |
| SPY |
Spdr S&P 500 ETF Trust
|
196,117 | $127,542,729 | 1.64% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NWBI
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,217,323 | 174,730 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,100,708 | 175,059 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,059,639 | 166,234 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,981,334 | 155,034 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,860,407 | 154,776 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,911,639 | 144,931 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,936,942 | 144,764 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,667,381 | 144,362 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,562,358 | 134,108 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,673,805 | 134,119 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,374,768 | 134,386 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,423,198 | 134,264 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,530,805 | 127,249 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,752,420 | 125,352 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,624,753 | 120,263 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,536,153 | 120,012 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,544,800 | 114,345 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,560,842 | 110,229 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $1,221,721 | 89,569 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,146,419 | 79,337 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $881,620 | 69,201 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $545,422 | 59,285 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $603,662 | 59,009 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $506,997 | 43,820 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||