Sequoia Financial Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 15, 2024
Value $
$8.29B
Signature - Title
Matthew Dunn - Chief Compliance Officer
Location
3500 Embassy Parkway, Akron, OH
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 1,200 $8.29B +$974M -$726M +$248M VTI, VONG, AAPL, IXUS, MSFT 13F-HR 7/15/2024, 03:26 PM
Q1 2024 1,146 $8.04B +$520M -$1.08B -$565M VTI, VONG, IXUS, MSFT, AGG 13F-HR 4/30/2024, 03:10 PM
Q4 2023 1,189 $8.06B +$2.16B -$423M +$1.74B VTI, IXUS, VONG, AAPL, AGG 13F-HR 1/25/2024, 09:07 PM
Q3 2023 958 $5.7B +$356M -$254M +$102M VTI, IXUS, VONG, AGG, RRR 13F-HR 11/8/2023, 04:52 PM
Q2 2023 964 $5.83B +$1.32B -$203M +$1.12B VTI, IXUS, VONG, AGG, RRR 13F-HR 8/8/2023, 05:13 PM
Q1 2023 836 $4.5B +$445M -$236M +$209M VTI, IXUS, VONG, AGG, AAPL 13F-HR 4/24/2023, 09:39 PM
Q4 2022 801 $4.07B +$841M -$157M +$684M VTI, IXUS, AGG, VONG, FNDF Restatement 2/10/2023, 02:22 PM
Q3 2022 530 $3.17B +$197M -$335M -$138M VTI, IXUS, AGG, VONG, MUB 13F-HR 10/26/2022, 09:52 AM
Q2 2022 591 $3.53B +$474M -$367M +$107M VTI, MUB, IXUS, AGG, VONG 13F-HR 7/21/2022, 08:49 PM
Q1 2022 669 $4B +$680M -$131M +$549M VTI, IXUS, AGG, VONG, SJM 13F-HR 5/12/2022, 09:28 PM
Q4 2021 594 $3.67B +$2.63B -$3.61M +$2.63B VTI, IXUS, VONG, AGG, SJM Restatement 2/18/2022, 05:58 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 -$24.9M +$85M VTI, IXUS, AGG, VONG, SCHX 13F-HR 2/12/2021, 05:02 PM
Q3 2020 389 $1.9B +$160M -$34.5M +$126M VTI, IXUS, AGG, VONG, SCHX 13F-HR 10/23/2020, 05:07 PM
Q2 2020 367 $1.69B +$183M -$65M +$119M VTI, IXUS, AGG, VONG, RWO Restatement 8/25/2020, 05:03 PM
Q1 2020 366 $1.35B +$125M -$56.9M +$68.2M VTI, IXUS, AGG, VONG, RWO 13F-HR 5/11/2020, 10:39 AM
Q4 2019 380 $1.57B +$139M -$26.2M +$113M VTI, IXUS, AGG, RWO, GII 13F-HR 2/13/2020, 04:34 PM
Q3 2019 355 $1.38B +$142M -$92.2M +$49.9M VTI, IXUS, AGG, RWO, GII 13F-HR 10/22/2019, 09:55 AM
Q2 2019 372 $1.34B +$121M -$24.8M +$95.7M IXUS, VTI, RWO, GII, AGG 13F-HR 7/30/2019, 09:06 PM
Q1 2019 366 $1.22B +$328M -$71.5M +$257M IXUS, VTI, RWO, GII, AGG 13F-HR 5/13/2019, 11:15 AM
Q4 2018 298 $864M +$90.8M -$111M -$20.5M IXUS, VTI, RWO, GII, VONG 13F-HR 2/13/2019, 07:34 PM
Q3 2018 322 $1.01B +$85.7M -$50.9M +$34.8M IXUS, VTI, GNR, RWO, GII 13F-HR 11/14/2018, 11:59 AM
Q2 2018 310 $939M +$85.5M -$110M -$24.2M IXUS, VTI, GNR, RWO, VONG 13F-HR 8/13/2018, 07:09 PM
Q1 2018 311 $951M +$88.3M -$74.9M +$13.4M IXUS, VTI, GNR, RWO, VONG 13F-HR 5/14/2018, 01:26 PM
Q4 2017 308 $949M +$105M -$41.1M +$64.3M IXUS, VTI, GNR, RWO, AAPL 13F-HR 2/13/2018, 11:54 AM
Q3 2017 289 $844M +$58.4M -$50.4M +$8.01M IXUS, VTI, GNR, RWO, AAPL 13F-HR 11/13/2017, 07:18 AM
Q2 2017 285 $807M +$53.8M -$52.1M +$1.69M IXUS, VTI, GNR, RWO, AAPL 13F-HR 8/9/2017, 11:39 AM
Q1 2017 287 $786M +$100M -$48.4M +$52.1M VTI, IXUS, GNR, RWO, AGG 13F-HR 5/1/2017, 02:15 PM
Q4 2016 275 $699M +$186M -$23.4M +$163M VTI, RWO, IXUS, GNR, AGG 13F-HR 2/14/2017, 03:08 PM
Q3 2016 250 $537M +$259M -$88.6M +$170M VTI, RWO, IXUS, AGG, GNR 13F-HR 11/14/2016, 10:35 AM
Q2 2016 255 $357M +$63.6M -$17.9M +$45.7M RWO, AAPL, SCHZ, SCHV, LVLT 13F-HR 7/29/2016, 01:32 PM
Q1 2016 203 $309M +$89.7M -$33.6M +$56.1M RWO, AAPL, SCHZ, NKE, LVLT Restatement 7/29/2016, 11:21 AM
Q4 2015 177 $248M +$38.9M -$27.5M +$11.3M RWO, IWD, SCHV, SCHZ, QAI Restatement 3/11/2016, 01:06 PM
Q3 2015 173 $230M +$29.5M -$19.1M +$10.4M RWO, IWD, EFV, AMJ, SCHV 13F-HR 11/12/2015, 06:29 PM
Q2 2015 189 $237M +$37.1M -$14M +$23.1M RWO, AMJ, IWD, EFV, SCHV 13F-HR 8/3/2015, 03:48 PM
Q1 2015 182 $218M +$91.5M -$19.7M +$71.8M RWO, AMJ, SCHV, EFV, IWD 13F-HR 5/4/2015, 07:34 PM
Q4 2014 161 $146M +$24.7M -$23M +$1.66M AMJ, RWO, DJP, SCHV, AAPL 13F-HR 2/17/2015, 06:41 AM
Q3 2014 162 $144M +$29.4M -$15.3M +$14.1M AMJ, DJP, SCHV, RWO, AAPL 13F-HR 10/29/2014, 10:23 AM
Q2 2014 159 $132M +$34.2M -$25.1M +$9.11M AMJ, DJP, SCHV, SCHG, GLD 13F-HR 8/5/2014, 12:11 PM
Q1 2014 155 $120M +$12.5M -$15.3M -$2.77M AMJ, SCHG, SCHV, XLU, AAPL 13F-HR 5/14/2014, 07:10 PM
Q4 2013 148 $121M $0 $0 AMJ, SCHV, SCHG, XLU, AAPL 13F-HR 2/12/2014, 11:14 AM