Sequoia Financial Advisors Llc

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$95.33M15.78226,701+0.56%+$526,911.491.28
TKO Group Holdings, Inc.
TKO
$40.61M0.28469,925+<0.01%+$3,974.860.54
VICI Properties Inc.
VICI
$42.99M0.141.42M-0.27%-$116,405.580.58
American Tower Corporation
AMT
$58.74M0.06297,277+193.6%+$38.73M0.79
Palo Alto Networks, Inc.
PANW
$47.14M0.05165,893-33.89%-$24.16M0.63
Raytheon Technologies Corporation
RTX
$41.23M0.03422,753+94.92%+$20.08M0.55
Honeywell International Inc.
HON
$37.59M0.03183,152+2.15%+$790,621.970.5
Amgen Inc.
AMGN
$33.75M0.02118,707+66.63%+$13.5M0.45
Thermo Fisher Scientific Inc.
TMO
$46.28M0.0279,631+77.8%+$20.25M0.62
Salesforce, Inc.
CRM
$36.59M0.01121,501-3.24%-$1.22M0.49
The Procter & Gamble Company
PG
$40.4M0.01248,995+67.57%+$16.29M0.54
JPMorgan Chase & Co.
JPM
$55.1M0.01275,081-2.11%-$1.19M0.74
Amazon.com, Inc.
AMZN
$196.52M0.011.09M-4.63%-$9.54M2.63
Exxon Mobil Corporation
XOM
$45.25M0.01389,272+22.61%+$8.34M0.61
The Home Depot, Inc.
HD
$33.69M0.0187,824-6.84%-$2.47M0.45
Apple Inc.
AAPL
$214.35M0.011.25M-1.03%-$2.22M2.87
NVIDIA Corporation
NVDA
$167.11M0.01184,947-20.57%-$43.28M2.24
Walmart Inc.
WMT
$38.55M0.01640,713+198%+$25.62M0.52
Broadcom Inc.
AVGO
$41.63M0.0131,410-20.86%-$10.97M0.56
Microsoft Corporation
MSFT
$219.8M0.01522,442+0.86%+$1.87M2.94
Alphabet Inc.
GOOGL
$105.44M0.01698,597-6.46%-$7.28M1.41
Eli Lilly and Company
LLY
$42.62M0.0154,785-14.83%-$7.42M0.57
Visa Inc.
V
$31.77M0.01113,823-18.7%-$7.31M0.43
Alphabet Inc.
GOOG
$74.95M<0.01492,239-2.45%-$1.88M1
Meta Platforms, Inc.
META
$52.85M<0.01108,836-17.11%-$10.91M0.71
SPDR S&P 500 ETF Trust
SPY
$75.52M<0.01144,375-3.44%-$2.69M1.01
VanEck Morningstar Wide Moat ETF
MOAT
$34.18M<0.01380,157+0.4%+$135,299.640.46
Vanguard Value Index Fund
VTV
$102.28M<0.01628,007-20.37%-$26.17M1.37
SPDR Portfolio S&P 500 ETF
SPLG
$38.25M<0.01621,624-10.8%-$4.63M0.51
Vanguard Mega Cap Value Index Fund
MGV
$71.22M<0.01595,968+9.57%+$6.22M0.95
Vanguard Total Stock Market Index Fund
VTI
$732.04M<0.012.82M+4.23%+$29.73M9.8
iShares 0-3 Month Treasury Bond ETF
SGOV
$41.9M<0.01416,017+20.15%+$7.03M0.56
iShares Core U.S. Aggregate Bond ETF
AGG
$217.52M<0.012.22M+6.74%+$13.73M2.91
SPDR Gold Shares
GLD
$107.69M<0.01523,498-2.96%-$3.28M1.44
Vanguard Tax-Exempt Bond Index Fund
VTEB
$75.87M<0.011.5M+1.89%+$1.41M1.02
Schwab U.S. Large-Cap ETF
SCHX
$62.28M<0.011M-2.85%-$1.83M0.83
iShares MSCI ACWI ETF
ACWI
$130.29M<0.011.18M+3.63%+$4.56M1.74
Schwab Fundamental International Large Company Index ETF
FNDF
$49.53M<0.011.39M-66.07%-$96.43M0.66
Vanguard Russell 1000 Growth Index Fund
VONG
$283.84M<0.013.27M-0.49%-$1.39M3.8
Fidelity Total Bond ETF
FBND
$110.44M<0.012.44M+11.3%+$11.22M1.48
Invesco QQQ Trust
QQQ
$42.13M<0.0194,890+9.16%+$3.54M0.56
iShares Core MSCI Total International Stock ETF
IXUS
$249.56M<0.013.68M-19.02%-$58.63M3.34
Dimensional U.S. Equity ETF
DFUS
$92.24M<0.011.62M-0.5%-$460,113.501.23
Vanguard Intermediate-Term Corporate Bond Index Fund
VCIT
$53.47M<0.01664,162+83.71%+$24.36M0.72
iShares Core S&P 500 ETF
IVV
$50.64M<0.0196,325-8.15%-$4.5M0.68
iShares Core S&P Small-Cap ETF
IJR
$88.08M<0.01796,980+2.16%+$1.87M1.18
iShares 10-20 Year Treasury Bond ETF
TLH
$61.98M<0.01590,079+5.77%+$3.38M0.83
iShares National Muni Bond ETF
MUB
$114.17M<0.011.06M+2%+$2.24M1.53
iShares U.S. Treasury Bond ETF
GOVT
$35.09M<0.011.54M+11.23%+$3.54M0.47
Vanguard Growth Index Fund
VUG
$50.67M<0.01147,218-32.06%-$23.91M0.68