Sequoia Financial Advisors, LLC
CIK Number: 0001599900
Main Sectors:
Top Industries:
Filing Date: Apr 23, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 320.20 | +0.90% | 3.46M | +7.78% | 950.57M | 224.49 | 7.32% | Share |
| 2 | CCMG | CCM Global Equi... | 30.76 | +0.76% | 33.62M | +100.00% | 934.96M | 27.81 | 7.20% | Share |
| 3 | IXUS | iShares Core MS... | 79.81 | +0.40% | 5.05M | +22.64% | 352.67M | 65.34 | 2.72% | Share |
| 4 | AAPL | Apple Inc. | 239.78 | +0.55% | 1.52M | +4.44% | 336.75M | 172.65 | 2.59% | Share |
| 5 | VONG | Vanguard Russel... | 115.75 | +0.89% | 3.25M | -0.75% | 301.34M | 67.26 | 2.32% | Share |
| 6 | DSTL | Distillate U.S.... | 57.45 | +0.69% | 5.26M | +100.00% | 285.36M | 54.24 | 2.20% | Share |
| 7 | MSFT | Microsoft Corpo... | 507.97 | +0.52% | 682.97K | +10.09% | 256.38M | 348.38 | 1.98% | Share |
| 8 | VCSH | Vanguard Short-... | 79.77 | +0.19% | 3.18M | +1.4K% | 250.77M | 78.88 | 1.93% | Share |
| 9 | NVDA | NVIDIA Corporat... | 171.66 | +0.61% | 2.24M | +4.37% | 243.21M | 57.07 | 1.87% | Share |
| 10 | DFAU | Dimensional US ... | 44.70 | +0.86% | 5.63M | +13.82% | 216.33M | 33.27 | 1.67% | Share |
| 11 | AMZN | Amazon.com, Inc... | 235.68 | +4.29% | 1.07M | +13.93% | 203.38M | 141.48 | 1.57% | Share |
| 12 | BSV | Vanguard Short-... | 78.83 | +0.13% | 2.56M | +690.06% | 200.24M | 78.16 | 1.54% | Share |
| 13 | MUB | iShares Nationa... | 104.55 | +0.31% | 1.58M | +20.13% | 166.3M | 107.72 | 1.28% | Share |
| 14 | ACWI | iShares MSCI AC... | 133.95 | +0.67% | 1.12M | -13.43% | 130.91M | 99.77 | 1.01% | Share |
| 15 | GLD | SPDR Gold Share... | 326.78 | -0.41% | 447.35K | -2.74% | 128.9M | 176.38 | 0.99% | Share |
| 16 | VTV | Vanguard Value ... | 183.10 | +0.72% | 730.59K | -4.98% | 126.2M | 149.46 | 0.97% | Share |
| 17 | BRK-B | Berkshire Hatha... | 506.82 | +1.06% | 227.31K | -8.31% | 121.06M | 315.99 | 0.93% | Share |
| 18 | DIHP | Dimensional Int... | 29.96 | +0.57% | 4.32M | +1.08K% | 116.36M | 26.77 | 0.90% | Share |
| 19 | DFEM | Dimensional Eme... | 30.77 | -0.31% | 4.21M | +185.73% | 111.34M | 25.92 | 0.86% | Share |
| 20 | META | Meta Platforms,... | 748.65 | +1.57% | 189.61K | +9.20% | 109.29M | 423.48 | 0.84% | Share |
| 21 | JPIE | JPMorgan Income... | 46.40 | +0.10% | 2.16M | +21.18% | 99.47M | 45.41 | 0.77% | Share |
| 22 | IJR | iShares Core S&... | 118.78 | +1.51% | 949.47K | +1.47% | 99.29M | 99.77 | 0.77% | Share |
| 23 | LLY | Eli Lilly and C... | 742.77 | +0.67% | 117.79K | +15.78% | 97.28M | 679.44 | 0.75% | Share |
| 24 | BINC | Blackrock Etf T... | 52.99 | +0.23% | 1.81M | +19.68% | 94.59M | 52.07 | 0.73% | Share |
| 25 | PYLD | PIMCO ETF Trust... | 26.64 | +0.30% | 3.56M | +19.10% | 93.72M | 25.76 | 0.72% | Share |
| 26 | AVGO | Broadcom Inc. | 306.10 | +1.23% | 557.6K | +1.39% | 93.36M | 136.19 | 0.72% | Share |
| 27 | COWZ | Pacer US Cash C... | 57.49 | +0.37% | 1.7M | +100.00% | 93.11M | 54.76 | 0.72% | Share |
| 28 | DFCF | Dimensional Cor... | 42.66 | +0.45% | 2.11M | +50.34% | 88.9M | 42.25 | 0.69% | Share |
| 29 | DFUS | Dimensional U.S... | 70.65 | +0.87% | 1.46M | -1.17% | 88.06M | 51.42 | 0.68% | Share |
| 30 | GOOG | Alphabet Inc. | 232.66 | +0.68% | 553.83K | +2.54% | 86.52M | 130.07 | 0.67% | Share |
| 31 | SPGM | SPDR Portfolio ... | 72.48 | +0.76% | 1.38M | +4.44% | 85.84M | 54.25 | 0.66% | Share |
| 32 | SPY | SPDR S&P 500 ET... | 649.00 | +0.82% | 153.33K | -0.25% | 85.77M | 459.49 | 0.66% | Share |
| 33 | JPM | JPMorgan Chase ... | 303.87 | +1.46% | 348.69K | +19.18% | 85.53M | 165.65 | 0.66% | Share |
| 34 | VTEB | Vanguard Tax-Ex... | 49.05 | +0.22% | 1.61M | +4.92% | 79.97M | 51.1 | 0.62% | Share |
| 35 | MGV | Vanguard Mega C... | 134.98 | +0.75% | 616.03K | -0.79% | 79.37M | 106.94 | 0.61% | Share |
| 36 | V | Visa Inc. | 350.54 | -0.09% | 220.18K | +1.46% | 77.16M | 274.76 | 0.59% | Share |
| 37 | AVUV | Avantis U.S. Sm... | 100.89 | +1.79% | 870.18K | +1.12K% | 75.85M | 87.47 | 0.58% | Share |
| 38 | RTX | RTX Corporation | 158.69 | +0.37% | 545.45K | +2.32% | 72.25M | 96.17 | 0.56% | Share |
| 39 | TKO | TKO Group Holdi... | 190.12 | +1.88% | 470.08K | +100.00% | 71.83M | 152.81 | 0.55% | Share |
| 40 | GS | The Goldman Sac... | 748.91 | +2.51% | 126.45K | +53.82% | 69.08M | 438 | 0.53% | Share |
| 41 | SGOV | iShares 0-3 Mon... | 100.42 | +0.02% | 682.45K | +42.27% | 68.7M | 100.44 | 0.53% | Share |
| 42 | GOOGL | Alphabet Inc. | 232.30 | +0.71% | 436.68K | +5.24% | 67.53M | 122.56 | 0.52% | Share |
| 43 | CRM | Salesforce, Inc... | 244.06 | -4.83% | 250.45K | -3.78% | 67.21M | 283.98 | 0.52% | Share |
| 44 | COST | Costco Wholesal... | 955.90 | +0.64% | 70.07K | +1.58% | 66.27M | 743.28 | 0.51% | Share |
| 45 | WMT | Walmart Inc. | 100.91 | +1.48% | 725.51K | -0.35% | 63.69M | 52.65 | 0.49% | Share |
| 46 | VUG | Vanguard Growth... | 463.99 | +0.88% | 170.09K | -3.15% | 63.07M | 307.32 | 0.49% | Share |
| 47 | XOM | Exxon Mobil Cor... | 112.42 | +0.46% | 519.46K | -2.76% | 61.78M | 100.24 | 0.48% | Share |
| 48 | VCIT | Vanguard Interm... | 83.66 | +0.55% | 753.91K | +25.55% | 61.64M | 83.17 | 0.47% | Share |
| 49 | DFAI | Dimensional Int... | 35.67 | +0.66% | 1.84M | +14.81% | 57.54M | 27.93 | 0.44% | Share |
| 50 | HD | The Home Depot,... | 411.86 | +1.02% | 156.16K | +22.15% | 57.23M | 351.24 | 0.44% | Share |
| 51 | SCHX | Schwab U.S. Lar... | 25.70 | +0.80% | 2.53M | +0.13% | 55.96M | 16.37 | 0.43% | Share |
| 52 | VEA | Vanguard Develo... | 58.69 | +0.63% | 1.09M | +73.59% | 55.3M | 49.07 | 0.43% | Share |
| 53 | PLNT | Planet Fitness,... | 102.99 | +1.12% | 562.92K | +100.00% | 54.38M | 96.61 | 0.42% | Share |
| 54 | PG | The Procter & G... | 159.21 | +0.65% | 317.81K | +8.61% | 54.16M | 155.89 | 0.42% | Share |
| 55 | SHW | The Sherwin-Wil... | 365.75 | +0.75% | 152.6K | +54.40% | 53.29M | 313.16 | 0.41% | Share |
| 56 | DFAT | Dimensional U.S... | 59.19 | +1.40% | 1.01M | +27.11% | 52.23M | 47.9 | 0.40% | Share |
| 57 | IVV | iShares Core S&... | 652.24 | +0.83% | 88.92K | +4.06% | 49.96M | 442.12 | 0.39% | Share |
| 58 | TMO | Thermo Fisher S... | 489.42 | +1.00% | 100.19K | +5.94% | 49.86M | 550.35 | 0.38% | Share |
| 59 | QQQ | Invesco QQQ Tru... | 575.26 | +0.91% | 105.72K | +5.77% | 49.57M | 390.32 | 0.38% | Share |
| 60 | ICOW | Pacer Developed... | 35.67 | +0.28% | 1.49M | +100.00% | 46.84M | 31.41 | 0.36% | Share |
| 61 | AMGN | Amgen Inc. | 280.10 | -1.32% | 149.06K | +3.63% | 46.44M | 283.76 | 0.36% | Share |
| 62 | HON | Honeywell Inter... | 215.15 | +0.54% | 217.53K | +6.42% | 46.06M | 203.2 | 0.35% | Share |
| 63 | VICI | VICI Properties... | 33.48 | +0.22% | 1.4M | +0.06% | 45.69M | 31.43 | 0.35% | Share |
| 64 | IBM | International B... | 247.30 | +1.31% | 179.63K | +3.27% | 44.67M | 188.91 | 0.34% | Share |
| 65 | WYNN | Wynn Resorts, L... | 122.89 | -2.1% | 525.35K | +0.01% | 43.87M | 89.9 | 0.34% | Share |
| 66 | BN | Brookfield Corp... | 66.58 | +1.90% | 807.06K | -12.21% | 42.3M | 53.45 | 0.33% | Share |
| 67 | MMC | Marsh & McLenna... | 206.20 | +0.45% | 170.44K | +30.60% | 41.59M | 208.42 | 0.32% | Share |
| 68 | CAT | Caterpillar Inc... | 420.30 | +1.25% | 125.43K | +3.48% | 41.37M | 322.71 | 0.32% | Share |
| 69 | WM | Waste Managemen... | 224.90 | +0.22% | 177.27K | +1.23% | 41.04M | 196.01 | 0.32% | Share |
| 70 | VONV | Vanguard Russel... | 88.72 | +0.86% | 497K | +9.03% | 41.02M | 72.94 | 0.32% | Share |
| 71 | AVDV | Avantis Interna... | 85.57 | +0.33% | 580.6K | +100.00% | 40.49M | 69.74 | 0.31% | Share |
| 72 | AJG | Arthur J. Galla... | 300.20 | -1.15% | 116.79K | +44.76% | 40.32M | 278.29 | 0.31% | Share |
| 73 | JNJ | Johnson & Johns... | 178.71 | +0.40% | 242.47K | -0.77% | 40.21M | 161.55 | 0.31% | Share |
| 74 | BND | Vanguard Total ... | 73.92 | +0.38% | 529.64K | -25.29% | 38.9M | 72.01 | 0.30% | Share |
| 75 | SPLG | SPDR Portfolio ... | 76.36 | +0.83% | 580.97K | -2.54% | 38.2M | 54.01 | 0.29% | Share |
| 76 | VIG | Vanguard Divide... | 211.73 | +0.69% | 192.13K | +838.66% | 37.27M | 191.57 | 0.29% | Share |
| 77 | VNQ | Vanguard Real E... | 91.45 | +0.76% | 409.45K | +234.98% | 37.07M | 90.66 | 0.29% | Share |
| 78 | MCD | McDonald's Corp... | 317.04 | +0.21% | 118.42K | +4.91% | 36.99M | 286.61 | 0.28% | Share |
| 79 | DFNM | Dimensional Nat... | 47.54 | +0.14% | 744.69K | +21.38% | 35.42M | 46.9 | 0.27% | Share |
| 80 | XYL | Xylem Inc. | 141.91 | +1.58% | 296.41K | +8.70% | 35.41M | 127.96 | 0.27% | Share |
| 81 | LNG | Cheniere Energy... | 236.97 | -1.01% | 147.72K | -0.87% | 34.18M | 165.67 | 0.26% | Share |
| 82 | DUHP | Dimensional US ... | 36.91 | +0.68% | 1.03M | +6.00% | 34.04M | 27.63 | 0.26% | Share |
| 83 | PEP | PepsiCo, Inc. | 146.89 | -1.18% | 225.33K | +5.34% | 33.79M | 165.54 | 0.26% | Share |
| 84 | LH | Labcorp Holding... | 275.20 | +0.50% | 144.16K | +6.09% | 33.55M | 204.92 | 0.26% | Share |
| 85 | PANW | Palo Alto Netwo... | 192.32 | +0.41% | 193.59K | -2.56% | 33.03M | 116.87 | 0.25% | Share |
| 86 | ABT | Abbott Laborato... | 132.82 | +0.48% | 238.86K | +10.18% | 31.68M | 113.32 | 0.24% | Share |
| 87 | BAC | Bank of America... | 50.66 | +1.19% | 747.44K | +16.02% | 31.19M | 36.15 | 0.24% | Share |
| 88 | PH | Parker-Hannifin... | 756.83 | +1.11% | 50.78K | +1.07% | 30.86M | 464.66 | 0.24% | Share |
| 89 | CZR | Caesars Enterta... | 25.75 | +3.46% | 1.21M | +100.00% | 30.15M | 25 | 0.23% | Share |
| 90 | IJH | iShares Core S&... | 65.72 | +1.43% | 514.28K | +159.64% | 30.01M | 56.2 | 0.23% | Share |
| 91 | ORCL | Oracle Corporat... | 223.02 | -0.19% | 210.13K | -0.83% | 29.38M | 129.9 | 0.23% | Share |
| 92 | SCHG | Schwab U.S. Lar... | 30.82 | +0.88% | 1.15M | +132.75% | 28.77M | 21.4 | 0.22% | Share |
| 93 | QUAL | iShares MSCI US... | 190.31 | +0.87% | 167.95K | +29.80% | 28.7M | 174.88 | 0.22% | Share |
| 94 | BNDX | Vanguard Total ... | 49.25 | +0.22% | 587.23K | -37.2% | 28.67M | 49.05 | 0.22% | Share |
| 95 | BLK | BlackRock, Inc. | 1108.43 | +0.81% | 30.03K | +49.47% | 28.43M | 999.09 | 0.22% | Share |
| 96 | DFAS | Dimensional U.S... | 68.63 | +1.19% | 475.44K | -0.74% | 28.41M | 58.46 | 0.22% | Share |
| 97 | MTUM | iShares MSCI US... | 245.02 | +0.97% | 139.9K | -15.86% | 28.28M | 206.92 | 0.22% | Share |
| 98 | UNH | UnitedHealth Gr... | 310.31 | +0.79% | 52.29K | +79.36% | 27.39M | 517.71 | 0.21% | Share |
| 99 | RSP | Invesco S&P 500... | 188.22 | +0.74% | 155.38K | +2.42% | 26.92M | 127.04 | 0.21% | Share |
| 100 | VBR | Vanguard Small ... | 210.07 | +1.26% | 140.4K | -22.54% | 26.16M | 196.33 | 0.20% | Share |
| 101 | SCHW | The Charles Sch... | 97.63 | +1.47% | 328.16K | +1.98% | 25.69M | 64.2 | 0.20% | Share |
| 102 | MRK | Merck & Co., In... | 84.03 | -0.18% | 280.45K | -22.41% | 25.17M | 107.58 | 0.19% | Share |
| 103 | DFIV | Dimensional Int... | 45.43 | +0.66% | 636.01K | +14.61% | 25.03M | 33.59 | 0.19% | Share |
| 104 | GLTR | abrdn Physical ... | 149.61 | -0.77% | 190.18K | -7.93% | 24.62M | 109.84 | 0.19% | Share |
| 105 | FNDF | Schwab Fundamen... | 42.04 | +0.67% | 673.83K | -53.53% | 24.35M | 31.13 | 0.19% | Share |
| 106 | TJX | The TJX Compani... | 141.01 | +1.10% | 199.03K | +48.02% | 24.24M | 106.77 | 0.19% | Share |
| 107 | PLTR | Palantir Techno... | 156.14 | +0.80% | 284.81K | +1.09% | 24.04M | 20.12 | 0.19% | Share |
| 108 | IWB | iShares Russell... | 356.74 | +0.81% | 78.32K | -0.47% | 24.02M | 258.53 | 0.19% | Share |
| 109 | BX | Blackstone Inc. | 170.06 | +1.63% | 169.62K | +84.02% | 23.71M | 117.5 | 0.18% | Share |
| 110 | IVW | iShares S&P 500... | 116.11 | +0.92% | 250.31K | +43.45% | 23.24M | 85.05 | 0.18% | Share |
| 111 | USMV | iShares MSCI US... | 94.19 | +0.14% | 245.36K | -14.13% | 22.98M | 88.64 | 0.18% | Share |
| 112 | TSLA | Tesla, Inc. | 338.53 | +1.33% | 88.67K | +6.92% | 22.98M | 252.21 | 0.18% | Share |
| 113 | VOO | Vanguard S&P 50... | 596.61 | +0.83% | 43.82K | +14.52% | 22.52M | 444.86 | 0.17% | Share |
| 114 | CVX | Chevron Corpora... | 157.73 | -0.21% | 134.46K | +3.01% | 22.49M | 140.77 | 0.17% | Share |
| 115 | WD | Walker & Dunlop... | 83.32 | +1.60% | 261.98K | +100.00% | 22.36M | 85.36 | 0.17% | Share |
| 116 | MS | Morgan Stanley | 150.50 | +1.33% | 187.79K | +212.22% | 21.91M | 109.55 | 0.17% | Share |
| 117 | WFC | Wells Fargo & C... | 81.82 | +1.63% | 301.57K | +5.93% | 21.65M | 62.38 | 0.17% | Share |
| 118 | OKE | ONEOK, Inc. | 74.39 | +0.70% | 211.96K | +0.36% | 21.03M | 90.61 | 0.16% | Share |
| 119 | NXPI | NXP Semiconduct... | 225.37 | -1.24% | 109.86K | +7.57% | 20.88M | 238.7 | 0.16% | Share |
| 120 | MTN | Vail Resorts, I... | 158.74 | -0.28% | 126.95K | +100.00% | 20.32M | 160.02 | 0.16% | Share |
| 121 | BRK-A | Berkshire Hatha... | 759781.00 | +1.06% | 25 | 0.00% | 19.96M | 654822.4 | 0.15% | Share |
| 122 | MOAT | VanEck Mornings... | 97.80 | +0.30% | 224.91K | -2.38% | 19.79M | 84.18 | 0.15% | Share |
| 123 | DD | DuPont de Nemou... | 77.14 | +2.08% | 256.05K | +334.44% | 19.12M | 76.15 | 0.15% | Share |
| 124 | EFV | iShares MSCI EA... | 66.89 | +0.84% | 318.78K | -28.37% | 18.79M | 52.45 | 0.14% | Share |
| 125 | VOE | Vanguard Mid-Ca... | 172.56 | +0.67% | 116.97K | -32.02% | 18.78M | 161.26 | 0.14% | Share |
| 126 | GDIV | Harbor Dividend... | 15.83 | +1.02% | 1.26M | -10.98% | 18.4M | 15.24 | 0.14% | Share |
| 127 | VGSH | Vanguard Short-... | 58.72 | +0.07% | 312.85K | +1.34K% | 18.36M | 58.65 | 0.14% | Share |
| 128 | FI | Fiserv, Inc. | 136.17 | -0.44% | 82.13K | +26.40% | 18.14M | 179.13 | 0.14% | Share |
| 129 | VWO | Vanguard Emergi... | 51.38 | -0.43% | 397.64K | -20.33% | 18M | 43.91 | 0.14% | Share |
| 130 | QCOM | QUALCOMM Incorp... | 159.71 | +1.55% | 117.05K | +4.17% | 17.98M | 160.95 | 0.14% | Share |
| 131 | XLF | Financial Selec... | 54.04 | +1.01% | 360.63K | +1.75% | 17.96M | 45.84 | 0.14% | Share |
| 132 | GDEN | Golden Entertai... | 24.65 | +2.07% | 670.12K | -0.53% | 17.68M | 34.07 | 0.14% | Share |
| 133 | VSS | Vanguard FTSE A... | 139.56 | +0.38% | 152.19K | -35.56% | 17.59M | 114.54 | 0.14% | Share |
| 134 | NSC | Norfolk Souther... | 279.87 | +0.60% | 72.69K | -1.22% | 17.22M | 236.2 | 0.13% | Share |
| 135 | C | Citigroup Inc. | 97.09 | +2.17% | 238.79K | -7.09% | 16.95M | 54.94 | 0.13% | Share |
| 136 | XLC | Communication S... | 114.07 | +0.89% | 175.36K | -35.42% | 16.91M | 96.81 | 0.13% | Share |
| 137 | SCI | Service Corpora... | 78.61 | +0.76% | 209.31K | +0.06% | 16.79M | 57.58 | 0.13% | Share |
| 138 | PWR | Quanta Services... | 376.08 | +0.45% | 65.78K | +1.07K% | 16.72M | 256.4 | 0.13% | Share |
| 139 | DFAX | Dimensional Wor... | 30.55 | +0.41% | 636.69K | +0.60% | 16.68M | 25.44 | 0.13% | Share |
| 140 | DFUV | Dimensional US ... | 44.43 | +0.91% | 404.41K | +9.62% | 16.67M | 34.23 | 0.13% | Share |
| 141 | PGR | The Progressive... | 248.95 | +0.90% | 58.74K | +0.89% | 16.62M | 137.58 | 0.13% | Share |
| 142 | DFAC | Dimensional U.S... | 38.00 | +0.96% | 499K | +6.27% | 16.46M | 30.62 | 0.13% | Share |
| 143 | ABBV | AbbVie Inc. | 213.01 | +0.54% | 76.57K | +10.03% | 16.04M | 156.42 | 0.12% | Share |
| 144 | AGG | iShares Core U.... | 99.62 | +0.40% | 159.78K | -4.11% | 15.81M | 108.48 | 0.12% | Share |
| 145 | CMCSA | Comcast Corpora... | 33.95 | +0.18% | 426.88K | -4.13% | 15.75M | 41.99 | 0.12% | Share |
| 146 | TXN | Texas Instrumen... | 187.29 | -4.32% | 86.83K | +0.69% | 15.6M | 195.88 | 0.12% | Share |
| 147 | CWI | SPDR MSCI ACWI ... | 33.63 | +0.34% | 526.87K | -3.01% | 15.58M | 27.1 | 0.12% | Share |
| 148 | ACN | Accenture plc | 252.94 | -0.48% | 49.69K | +124.86% | 15.51M | 326.94 | 0.12% | Share |
| 149 | BIP | Brookfield Infr... | 30.46 | -0.59% | 518.2K | -10.75% | 15.44M | 29.99 | 0.12% | Share |
| 150 | XLY | Consumer Discre... | 235.16 | +1.83% | 77.49K | +1.98K% | 15.3M | 196.68 | 0.12% | Share |