Sequoia Financial Advisors, LLC

Q4 2024 13F-HR/A Holdings

Location
Akron, OH
Holdings as of
12/31/2024
Date filed
8/8/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
1,347
Total value ($000)
$10,394,186
Net value change ($000)
+1,072,280 (11.5%)
New positions
150
Sold out positions
90
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2024 Next filing: 4/23/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VTI 85,582 10.1%
CRM 55,780 178.5%
AAPL 51,839 16.6%
BND 50,147 6034.5%
BNDX 45,864 NEW
NDSN 41,774 3042.5%
AVGO 38,625 43.5%
MTUM 34,404 NEW
NVDA 34,019 13.4%
VBR 33,709 1523.9%
Top Reduces (Value $000, Stocks/ETFs)
TKO -58,136 -100.0%
AMT -50,039 -96.8%
PLNT -46,863 -100.0%
SSNC -37,710 -99.3%
LINE -23,893 -100.0%
MCHP -23,206 -93.8%
ZBH -21,610 -92.6%
NEE -17,435 -63.0%
BLK -16,736 -100.0%
Endeavor Group Holdings, Inc. -15,800 -85.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 18,708 (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