Sequoia Financial Advisors, LLC
Top Portfolio Positions
1,410 positions ·
$7,777,319,831 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 UGP
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $357,086 | 64,807 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $237,596 | 63,023 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $236,410 | 57,661 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $193,838 | 59,097 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $161,376 | 52,395 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $85,414 | 32,477 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $46,431 | 11,967 | Shares | Sole | 2024-10-21 | |
| No 13F history on record for this holder in this stock. | ||||||