Sequoia Financial Advisors, LLC

Q1 2025 13F-HR Holdings

Location
Akron, OH
Holdings as of
3/31/2025
Date filed
4/23/2025
Form type
13F-HR
Num holdings
1,369
Total value ($000)
$12,957,703
Net value change ($000)
+2,563,517 (24.7%)
New positions
128
Sold out positions
110
Turnover %
13.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/8/2025 Next filing: 7/25/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SFGV 934,960 NEW
DSTL 285,359 NEW
VCSH 234,305 1422.7%
DIHP 107,158 1164.4%
COWZ 93,107 NEW
IXUS 80,213 29.4%
DFEM 72,768 188.7%
TKO 71,834 NEW
AVUV 68,959 1000.3%
PLNT 54,384 NEW
Top Reduces (Value $000, Stocks/ETFs)
NVDA -45,539 -15.8%
NDSN -41,930 -97.2%
VONG -36,658 -10.8%
AVGO -34,146 -26.8%
ZTS -27,769 -81.3%
AAPL -26,758 -7.4%
IEMG -24,824 -78.2%
FNDF -23,806 -49.4%
ACWI -21,747 -14.2%
CRM -19,814 -22.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 29,318 (0.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type