Sequoia Financial Advisors, LLC
Holdings in SCI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $16,607,843 | 213,003 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $17,446,490 | 209,643 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $17,058,184 | 209,560 | Shares | Sole | 2025-07-25 |
| 2024-12-31 | $399,100 | 5,000 | Principal | Sole | 2025-08-08 |
| 2024-12-31 | $16,696,827 | 209,181 | Shares | Sole | 2025-08-08 |
| 2024-09-30 | $16,440,329 | 208,290 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $14,813,320 | 208,257 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $15,479,092 | 208,585 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $17,708,562 | 258,708 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $14,349,511 | 251,129 | Shares | Sole | 2023-11-08 |
| 2021-12-31 | $448,159 | 6,313 | Shares | Sole | 2022-02-22 |