Sequoia Financial Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$10.3B
Signature - Title
Matthew Dunn - Chief Compliance Officer
Location
Akron, OH
Summary
This page shows a list of all the recent 13F filings made by Sequoia Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sequoia Financial Advisors, LLC reported 1334 stock holdings with total value $10.3B as of Q4 2024. Top holdings included VTI, AAPL, VONG, NVDA, and IXUS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,334 $10.3B +$1.58B -$529M +$1.05B VTI, AAPL, VONG, NVDA, IXUS 13F-HR 2/7/2025, 05:16 PM
Q3 2024 1,274 $9.32B +$964M -$321M +$643M VTI, VONG, AAPL, IXUS, MSFT 13F-HR 10/21/2024, 01:37 PM
Q2 2024 1,200 $8.29B +$974M -$726M +$248M VTI, VONG, AAPL, IXUS, MSFT 13F-HR 7/15/2024, 03:26 PM
Q1 2024 1,143 $8.03B +$517M -$1.08B -$567M VTI, VONG, IXUS, MSFT, AGG 13F-HR 4/30/2024, 03:10 PM
Q4 2023 1,200 $8.06B +$2.16B -$423M +$1.74B VTI, IXUS, VONG, AAPL, AGG 13F-HR 1/25/2024, 09:07 PM
Q3 2023 1,026 $5.7B +$357M -$255M +$102M VTI, IXUS, VONG, AGG, RRR 13F-HR 11/8/2023, 04:52 PM
Q2 2023 967 $5.83B +$1.32B -$184M +$1.14B VTI, IXUS, VONG, AGG, RRR 13F-HR 8/8/2023, 05:13 PM
Q1 2023 839 $4.5B +$446M -$210M +$236M VTI, IXUS, VONG, AGG, AAPL 13F-HR 4/24/2023, 09:39 PM
Q4 2022 807 $4.07B +$842M -$155M +$687M VTI, IXUS, AGG, VONG, FNDF Restatement 2/10/2023, 01:22 PM
Q3 2022 529 $3.17B +$197M -$312M -$115M VTI, IXUS, AGG, VONG, MUB 13F-HR 10/26/2022, 09:52 AM
Q2 2022 590 $3.53B +$474M -$331M +$143M VTI, MUB, IXUS, AGG, VONG 13F-HR 7/21/2022, 08:49 PM
Q1 2022 669 $4B +$680M -$89.7M +$590M VTI, IXUS, AGG, VONG, SJM 13F-HR 5/12/2022, 09:28 PM
Q4 2021 594 $3.67B +$2.63B -$2.8M +$2.63B VTI, IXUS, VONG, AGG, SJM Restatement 2/18/2022, 04:58 PM
Q3 2021 257 $984M +$3.8M -$1.74B -$1.73B VTI, IXUS, VONG, AGG, FNDF 13F-HR 10/26/2021, 11:53 AM
Q2 2021 475 $2.74B +$527M -$211M +$316M VTI, IXUS, VONG, AGG, FNDF 13F-HR 7/26/2021, 06:52 PM
Q1 2021 444 $2.39B +$220M -$107M +$113M VTI, IXUS, AGG, VONG, RWO 13F-HR 5/13/2021, 05:47 PM
Q4 2020 418 $2.19B +$110M -$20.3M +$89.5M VTI, IXUS, AGG, VONG, SCHX 13F-HR 2/12/2021, 04:02 PM
Q3 2020 387 $1.9B +$160M -$28.9M +$132M VTI, IXUS, AGG, VONG, SCHX 13F-HR 10/23/2020, 05:07 PM
Q2 2020 367 $1.69B +$183M -$48.1M +$135M VTI, IXUS, AGG, VONG, RWO Restatement 8/25/2020, 05:03 PM
Q1 2020 366 $1.35B +$125M -$28M +$97.1M VTI, IXUS, AGG, VONG, RWO 13F-HR 5/11/2020, 10:39 AM
Q4 2019 380 $1.56B +$138M -$13.6M +$124M VTI, IXUS, AGG, RWO, GII 13F-HR 2/13/2020, 03:34 PM
Q3 2019 355 $1.38B +$142M -$52.7M +$89.3M VTI, IXUS, AGG, RWO, GII 13F-HR 10/22/2019, 09:55 AM
Q2 2019 372 $1.34B +$121M -$17.8M +$103M IXUS, VTI, RWO, GII, AGG 13F-HR 7/30/2019, 09:06 PM
Q1 2019 366 $1.22B +$328M -$66.9M +$261M IXUS, VTI, RWO, GII, AGG 13F-HR 5/13/2019, 11:15 AM
Q4 2018 298 $864M +$90.8M -$80.3M +$10.5M IXUS, VTI, RWO, GII, VONG 13F-HR 2/13/2019, 06:34 PM
Q3 2018 322 $1.01B +$85.7M -$45.2M +$40.5M IXUS, VTI, GNR, RWO, GII 13F-HR 11/14/2018, 10:59 AM
Q2 2018 310 $939M +$85.5M -$64.1M +$21.4M IXUS, VTI, GNR, RWO, VONG 13F-HR 8/13/2018, 07:09 PM
Q1 2018 311 $950M +$88.2M -$37.7M +$50.5M IXUS, VTI, GNR, RWO, VONG 13F-HR 5/14/2018, 01:26 PM
Q4 2017 307 $949M +$105M -$13M +$92.1M IXUS, VTI, GNR, RWO, AAPL 13F-HR 2/13/2018, 10:54 AM
Q3 2017 289 $844M +$58.4M -$15.5M +$43M IXUS, VTI, GNR, RWO, AAPL 13F-HR 11/13/2017, 06:18 AM
Q2 2017 285 $807M +$53.8M -$43.7M +$10.1M IXUS, VTI, GNR, RWO, AAPL 13F-HR 8/9/2017, 11:39 AM
Q1 2017 287 $786M +$100M -$29.2M +$71.3M VTI, IXUS, GNR, RWO, AGG 13F-HR 5/1/2017, 02:15 PM
Q4 2016 275 $699M +$186M -$12.3M +$174M VTI, RWO, IXUS, GNR, AGG 13F-HR 2/14/2017, 02:08 PM
Q3 2016 249 $536M +$259M -$70.6M +$188M VTI, RWO, IXUS, AGG, GNR 13F-HR 11/14/2016, 09:35 AM
Q2 2016 255 $357M +$63.6M -$14.8M +$48.8M RWO, AAPL, SCHZ, SCHV, LVLT 13F-HR 7/29/2016, 01:32 PM
Q1 2016 203 $309M +$89.7M -$26.2M +$63.6M RWO, AAPL, SCHZ, NKE, LVLT Restatement 7/29/2016, 11:21 AM
Q4 2015 177 $248M +$38.9M -$17.6M +$21.3M RWO, IWD, SCHV, SCHZ, QAI Restatement 3/11/2016, 12:06 PM
Q3 2015 173 $230M +$29.5M -$7.88M +$21.7M RWO, IWD, EFV, AMJ, SCHV 13F-HR 11/12/2015, 05:29 PM
Q2 2015 189 $237M +$37.1M -$8.17M +$29M RWO, AMJ, IWD, EFV, SCHV 13F-HR 8/3/2015, 03:48 PM
Q1 2015 182 $218M +$91.5M -$13.4M +$78.1M RWO, AMJ, SCHV, EFV, IWD 13F-HR 5/4/2015, 07:34 PM
Q4 2014 161 $146M +$24.7M -$13.1M +$11.6M AMJ, RWO, DJP, SCHV, AAPL 13F-HR 2/17/2015, 05:41 AM
Q3 2014 162 $144M +$29.4M -$5.66M +$23.7M AMJ, DJP, SCHV, RWO, AAPL 13F-HR 10/29/2014, 10:23 AM
Q2 2014 159 $132M +$34.2M -$10.1M +$24.1M AMJ, DJP, SCHV, SCHG, GLD 13F-HR 8/5/2014, 12:11 PM
Q1 2014 155 $120M +$12.5M -$10.2M +$2.34M AMJ, SCHG, SCHV, XLU, AAPL 13F-HR 5/14/2014, 07:10 PM
Q4 2013 148 $121M AMJ, SCHV, SCHG, XLU, AAPL 13F-HR 2/12/2014, 10:14 AM