CIK 1599900
Sequoia Financial Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
1,885
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 1,885
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FLEX | FLEX LTD | 173K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 61K | $1M+ | SH |
| MPLX | MPLX LP | 195K | $1M+ | SH |
| WSM | WILLIAMS SONOMA INC | 58K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 138K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 21K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 112K | $1M+ | SH |
| IMTM | ISHARES TR | 205K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 194K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 192K | $1M+ | SH |
| WPC | WP CAREY INC | 151K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 384K | $1M+ | SH |
| ACWV | ISHARES INC | 78K | $1M+ | SH |
| BWXT | BWX TECHNOLOGIES INC | 52K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 15K | $1M+ | SH |
| CCJ | CAMECO CORP | 96K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 256K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 30K | $1M+ | SH |
| USB | US BANCORP DEL | 163K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 11K | $1M+ | SH |
| CB | CHUBB LIMITED | 27K | $1M+ | SH |
| SO | SOUTHERN CO | 98K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 297K | $1M+ | SH |
| PFE | PFIZER INC | 339K | $1M+ | SH |
| TDG | TRANSDIGM GROUP INC | 6K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 58K | $1M+ | SH |
| RCL | ROYAL CARIBBEAN GROUP | 30K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 153K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 119K | $1M+ | SH |
| EFA | ISHARES TR | 85K | $1M+ | SH |
| RDNT | RADNET INC | 114K | $1M+ | SH |
| DVY | ISHARES TR | 57K | $1M+ | SH |
| TW | TRADEWEB MKTS INC | 75K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 159K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 46K | $1M+ | SH |
| FMB | FIRST TR EXCH TRADED FD III | 155K | $1M+ | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 39K | $1M+ | SH |
| DE | DEERE & CO | 17K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 68K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 40K | $1M+ | SH |
| IEMG | ISHARES INC | 117K | $1M+ | SH |
| MCK | MCKESSON CORP | 10K | $1M+ | SH |
| VFMV | VANGUARD WELLINGTON FD | 60K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 237K | $1M+ | SH |
| MLM | MARTIN MARIETTA MATLS INC | 12K | $1M+ | SH |
| NDAQ | NASDAQ INC | 78K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 29K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 91K | $1M+ | SH |
| TSCO | TRACTOR SUPPLY CO | 148K | $1M+ | SH |
| CSX | CSX CORP | 204K | $1M+ | SH |