Sequoia Financial Advisors, LLC

Q2 2025 13F-HR Holdings

Location
Akron, OH
Holdings as of
6/30/2025
Date filed
7/25/2025
Form type
13F-HR
Num holdings
1,588
Total value ($000)
$14,606,213
Net value change ($000)
+1,648,510 (12.7%)
New positions
260
Sold out positions
59
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2025 Next filing: 10/29/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
NVDA 134,943 55.5%
VTI 129,971 13.7%
MSFT 106,123 41.4%
IXUS 76,356 21.7%
AVGO 76,059 81.5%
DFAU 65,885 30.5%
VONG 57,224 19.0%
SFGV 51,896 5.6%
META 46,101 42.2%
AMZN 40,541 19.9%
Top Reduces (Value $000, Stocks/ETFs)
TMO -43,923 -88.1%
SCHX -21,491 -38.4%
BND -21,259 -54.6%
PEP -19,845 -58.7%
BNDX -17,279 -60.3%
SHW -16,424 -30.8%
CZR -13,256 -44.0%
XLY -12,855 -84.0%
JCI -12,093 -82.8%
UNH -11,253 -41.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 37,382 (0.3% 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