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 401–450 of 1,885
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BIPC | BROOKFIELD INFRASTRUCTURE CO | 77K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 39K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 74K | $1M+ | SH |
| KKR | KKR & CO INC | 27K | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 24K | $1M+ | SH |
| WTV | WISDOMTREE TR | 37K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 114K | $1M+ | SH |
| LQD | ISHARES TR | 31K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 69K | $1M+ | SH |
| SHEL | SHELL PLC | 46K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 73K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 70K | $1M+ | SH |
| ACGL | ARCH CAP GROUP LTD | 35K | $1M+ | SH |
| GIB | CGI INC | 36K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 41K | $1M+ | SH |
| PLD | PROLOGIS INC. | 26K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 56K | $1M+ | SH |
| CSGP | COSTAR GROUP INC | 49K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 13K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 72K | $1M+ | SH |
| XEL | XCEL ENERGY INC | 45K | $1M+ | SH |
| DT | DYNATRACE INC | 76K | $1M+ | SH |
| HQY | HEALTHEQUITY INC | 36K | $1M+ | SH |
| F | FORD MTR CO | 252K | $1M+ | SH |
| NEM | NEWMONT CORP | 33K | $1M+ | SH |
| YUM | YUM BRANDS INC | 22K | $1M+ | SH |
| CMI | CUMMINS INC | 6K | $1M+ | SH |
| URBN | URBAN OUTFITTERS INC | 43K | $1M+ | SH |
| MBB | ISHARES TR | 34K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 65K | $1M+ | SH |
| SONY | SONY GROUP CORP | 125K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 17K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 120K | $1M+ | SH |
| GII | SPDR INDEX SHS FDS | 45K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 9K | $1M+ | SH |
| ONTO | ONTO INNOVATION INC | 20K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| BSSX | INVESCO EXCH TRD SLF IDX FD | 120K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 22K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 8K | $1M+ | SH |
| DAL | DELTA AIR LINES INC DEL | 44K | $1M+ | SH |
| ITRI | ITRON INC | 33K | $1M+ | SH |
| FALN | ISHARES TR | 111K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 25K | $1M+ | SH |
| FTRE | FORTREA HLDGS INC | 176K | $1M+ | SH |
| NU | NU HLDGS LTD | 180K | $1M+ | SH |
| BHP | BHP GROUP LTD | 49K | $1M+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 47K | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 25K | $1M+ | SH |
| CTAS | CINTAS CORP | 16K | $1M+ | SH |