Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Sequoia Financial Advisors LLC
  City: AKRON
  State: OH
  Zip: 44333
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $8,062,289,000
  Total Value Change : $2,360,105,000
  Securities Held Change : 231
   
All Securities Held : 1189
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 100     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (TKO)1 Year Chart         TKO Tko Group Holdings, Inc. New $98.32 $38,333,000 469,879 % 38,333,000 469,879 0    N/A
   (TDVG)1 Year Chart         TDVG T Rowe Price Dividend Growt... New $0.00 $24,397,000 691,710 % 24,397,000 691,710 0    N/A
   (AXL)1 Year Chart         AXL American Axle & Manufacturi... New $7.56 $14,167,000 1,608,060 % 14,167,000 1,608,060 1.308    Auto Parts
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... New $110.11 $13,025,000 118,265 % 13,025,000 118,265 0    N/A
   (ZS)1 Year Chart         ZS Zscaler Inc New $177.11 $9,674,000 43,665 % 9,674,000 43,665 0    N/A
   (AKAM)1 Year Chart         AKAM Akamai Technologies Inc New $99.67 $4,883,000 41,258 % 4,883,000 41,258 0    N/A
   (TW)1 Year Chart         TW Tradeweb Markets Inc. New $104.54 $4,575,000 50,336 % 4,575,000 50,336 0    N/A
   (CPB)1 Year Chart         CPB Campbell Soup Co New $44.88 $4,269,000 98,761 % 4,269,000 98,761 0    N/A
   (MAS)1 Year Chart         MAS Masco Corp New $69.56 $3,288,000 49,093 % 3,288,000 49,093 0    N/A
   (NDAQ)1 Year Chart         NDAQ Nasdaq OMX Group Inc New $60.87 $2,945,000 50,656 % 2,945,000 50,656 0    N/A
   (ITT)1 Year Chart         ITT ITT Corporation New $128.31 $2,901,000 24,312 % 2,901,000 24,312 0    N/A
   (GPK)1 Year Chart         GPK Graphic Packaging Internati... New $27.57 $2,896,000 117,498 % 2,896,000 117,498 0.037    Packaging & Containers
   (FLEX)1 Year Chart         FLEX Flextronics International Ltd New $27.90 $2,803,000 92,024 % 2,803,000 92,024 0    N/A
   (PKI)1 Year Chart         PKI Perkinelmer Inc New $100.61 $2,706,000 24,758 % 2,706,000 24,758 0    N/A
   (AL)1 Year Chart         AL Air Lease Corp New $51.41 $2,483,000 59,198 % 2,483,000 59,198 0    N/A
   (DGX)1 Year Chart         DGX Quest Diagnostics Inc New $137.38 $2,441,000 17,704 % 2,441,000 17,704 0    N/A
   (BRKR)1 Year Chart         BRKR Bruker Corp New $70.05 $2,384,000 32,443 % 2,384,000 32,443 0    N/A
   (HXL)1 Year Chart         HXL Hexcel Corp New $68.16 $2,362,000 32,021 % 2,362,000 32,021 0    N/A
   (WSM)1 Year Chart         WSM Williams Sonoma Inc New $304.70 $2,307,000 11,433 % 2,307,000 11,433 0    N/A
   (ROST)1 Year Chart         ROST Ross Stores Inc New $130.84 $2,291,000 16,556 % 2,291,000 16,556 0    N/A
   (TMW)1 Year Chart         TMW SPDR Dow Jones Wilshire TOT... New $62.68 $2,188,000 37,439 % 2,188,000 37,439 0    N/A
   (FSK)1 Year Chart         FSK Fs Kkr Capital Inc New $4.20 $2,093,000 104,783 % 2,093,000 104,783 0    N/A
   (IDEV)1 Year Chart         IDEV Ishares Core Msci Internati... New $66.31 $1,928,000 30,291 % 1,928,000 30,291 0    N/A
   (GTLS)1 Year Chart         GTLS Chart Industries Inc New $155.00 $1,914,000 14,036 % 1,914,000 14,036 0    N/A
   (WWD)1 Year Chart         WWD Woodward Inc New $168.83 $1,849,000 13,586 % 1,849,000 13,586 0    N/A
   (PHM)1 Year Chart         PHM PulteGroup Inc New $116.64 $1,813,000 17,563 % 1,813,000 17,563 0    N/A
   (SNA)1 Year Chart         SNA Snap-On Inc New $271.03 $1,736,000 6,009 % 1,736,000 6,009 0    N/A
   (VNT)1 Year Chart         VNT Vontier Corp New $39.44 $1,730,000 50,083 % 1,730,000 50,083 0    N/A
   (TFX)1 Year Chart         TFX Teleflex Inc New $203.01 $1,723,000 6,910 % 1,723,000 6,910 0    N/A
   (HII)1 Year Chart         HII Huntington Ingalls Industri... New $246.23 $1,647,000 6,345 % 1,647,000 6,345 0    N/A
   (IUSB)1 Year Chart         IUSB Ishares Core Total Usd Bond... New $0.00 $1,528,000 33,177 % 1,528,000 33,177 0    N/A
   (ZION)1 Year Chart         ZION Zions Bancorporation New $43.62 $1,336,000 30,456 % 1,336,000 30,456 0    N/A
   (MPWR)1 Year Chart         MPWR Monolithic Power Systems Inc New $707.22 $1,300,000 2,060 % 1,300,000 2,060 0    N/A
   (KTOS)1 Year Chart         KTOS Kratos Defense & Security S... New $18.54 $1,279,000 63,045 % 1,279,000 63,045 0    N/A
   (HUBB)1 Year Chart         HUBB Hubbell Inc New $379.89 $1,276,000 3,878 % 1,276,000 3,878 0    N/A
   (HDB)1 Year Chart         HDB HDFC Bank Limited (ADR) New $58.51 $1,251,000 18,634 % 1,251,000 18,634 0    N/A
   (FIS)1 Year Chart         FIS Fidelity National Information New $70.72 $1,244,000 20,717 % 1,244,000 20,717 0    N/A
   (SUSB)1 Year Chart         SUSB Ishares Esg 1 To 5 Year Usd... New $0.00 $1,224,000 49,988 % 1,224,000 49,988 0    N/A
   (BATRK)1 Year Chart         BATRK Liberty Media Corporation New $41.99 $954,000 24,094 % 954,000 24,094 0    N/A
   (IXJ)1 Year Chart         IXJ iShares Trust S&P Glbl Hltcr New $89.66 $908,000 10,466 % 908,000 10,466 0    N/A
   (KBR)1 Year Chart         KBR KBR Inc New $66.79 $886,000 15,994 % 886,000 15,994 0    N/A
   (GXO)1 Year Chart         GXO Gxo Logistics, Inc. New $50.27 $879,000 14,380 % 879,000 14,380 0    N/A
   (TTEK)1 Year Chart         TTEK Tetra Tech Inc New $207.75 $873,000 5,232 % 873,000 5,232 0    N/A
   (BCO)1 Year Chart         BCO Brinks Co New $90.58 $871,000 9,901 % 871,000 9,901 0    N/A
   (BNTX)1 Year Chart         BNTX Biontech Se Adr New $0.00 $831,000 7,870 % 831,000 7,870 0    N/A
   (APP)1 Year Chart         APP Applovin Corp New $75.07 $824,000 20,667 % 824,000 20,667 0    N/A
   (GDDY)1 Year Chart         GDDY Godaddy Inc. New $123.64 $773,000 7,281 % 773,000 7,281 0    N/A
   (DASH)1 Year Chart         DASH Doordash Inc New $113.81 $769,000 7,777 % 769,000 7,777 0    N/A
   (ASND)1 Year Chart         ASND Ascendis Pharma AS New $137.20 $732,000 5,811 % 732,000 5,811 0    N/A
   (WSC)1 Year Chart         WSC Willscot Mobile Mini Holdin... New $37.35 $725,000 16,302 % 725,000 16,302 0    N/A
   (IRM)1 Year Chart         IRM Iron Mountain Inc New $75.32 $717,000 10,241 % 717,000 10,241 0    N/A
   (PCOR)1 Year Chart         PCOR Procore Technologies, Inc. New $68.14 $717,000 10,357 % 717,000 10,357 0    N/A
   (SPOT)1 Year Chart         SPOT Spotify Technology SA New $296.07 $708,000 3,769 % 708,000 3,769 0    N/A
   (FOUR)1 Year Chart         FOUR Shift4 Payments, Inc. New $59.38 $685,000 9,214 % 685,000 9,214 0    N/A
   (CFT)1 Year Chart         CFT iShares Barclays Credit Bond New $49.87 $674,000 13,152 % 674,000 13,152 0.011    Closed - End Fund - E...
   (APG)1 Year Chart         APG Api Group Corp New $36.95 $670,000 19,370 % 670,000 19,370 0    N/A
   (FIVE)1 Year Chart         FIVE Five Below, Inc New $144.81 $670,000 3,143 % 670,000 3,143 0    N/A
   (EXPD)1 Year Chart         EXPD Expeditors International of... New $114.96 $668,000 5,255 % 668,000 5,255 0    N/A
   (KMPR)1 Year Chart         KMPR Kemper Corporation New $58.98 $641,000 13,176 % 641,000 13,176 0    N/A
   (MEDP)1 Year Chart         MEDP Medpace Holdings, Inc. New $392.57 $602,000 1,964 % 602,000 1,964 0    N/A
   (AMG)1 Year Chart         AMG Affiliated Managers Group Inc New $160.35 $590,000 3,895 % 590,000 3,895 0    N/A
   (FSCO)1 Year Chart         FSCO Fs Global Credit Opportunit... New $6.20 $584,000 102,948 % 584,000 102,948 0    N/A
   (MATX)1 Year Chart         MATX Matson Inc New $113.36 $580,000 5,295 % 580,000 5,295 0    N/A
   (XP)1 Year Chart         XP XP INC New $22.39 $576,000 22,089 % 576,000 22,089 0    N/A
   (GLBE)1 Year Chart         GLBE Global E Online Ord Shs New $31.92 $567,000 14,298 % 567,000 14,298 0    N/A
   (IR)1 Year Chart         IR Ingersoll Rand Inc New $86.72 $558,000 7,216 % 558,000 7,216 0    N/A
   (COIN)1 Year Chart         COIN Coinbase Global, Inc. New $223.25 $551,000 3,170 % 551,000 3,170 0    N/A
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust New $43.52 $544,000 13,950 % 544,000 13,950 0    N/A
   (PODD)1 Year Chart         PODD Insulet Corp New $173.42 $543,000 2,502 % 543,000 2,502 0.003    Medical Instruments &...
   (VTHR)1 Year Chart         VTHR Vangard Russell 3000 New $227.32 $527,000 2,478 % 527,000 2,478 0    N/A
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS New $248.04 $523,000 2,162 % 523,000 2,162 0    N/A
   (EXAS)1 Year Chart         EXAS Exact Sciences Corp New $62.07 $516,000 6,980 % 516,000 6,980 0    N/A
   (PSTG)1 Year Chart         PSTG Pure Storage, Inc. New $52.24 $514,000 14,417 % 514,000 14,417 0    N/A
   (WDFC)1 Year Chart         WDFC WD-40 Company New $230.01 $510,000 2,134 % 510,000 2,134 0    N/A
   (PKG)1 Year Chart         PKG Packaging Corp Of America New $176.27 $509,000 3,126 % 509,000 3,126 0    N/A
   (EXR)1 Year Chart         EXR Extra Space Storage Inc New $141.87 $496,000 3,094 % 496,000 3,094 0    N/A
   (ICUI)1 Year Chart         ICUI ICU Medical Inc New $99.99 $496,000 4,975 % 496,000 4,975 0    N/A
   (MLHR)1 Year Chart         MLHR Herman Miller Inc New $25.35 $485,000 18,169 % 485,000 18,169 0.024    Business Equipment
   (EFX)1 Year Chart         EFX Equifax Inc New $227.05 $485,000 1,960 % 485,000 1,960 0    N/A
   (PHG)1 Year Chart         PHG Koninklijke Philips Electro... New $26.55 $473,000 20,294 % 473,000 20,294 0    N/A
   (CBT)1 Year Chart         CBT Cabot Corp New $94.11 $461,000 5,526 % 461,000 5,526 0    N/A
   (VLY)1 Year Chart         VLY Valley National Bancorp New $7.73 $460,000 42,385 % 460,000 42,385 0    N/A
   (JELD)1 Year Chart         JELD Jeld-Wen Holding, Inc. New $20.06 $450,000 23,815 % 450,000 23,815 0    N/A
   (ARCB)1 Year Chart         ARCB ArcBest Corporation New $114.85 $448,000 3,727 % 448,000 3,727 0    N/A
   (LUV)1 Year Chart         LUV Southwest Airlines Co New $26.15 $439,000 15,198 % 439,000 15,198 0    N/A
   (RF)1 Year Chart         RF Regions Financial Corp New $19.80 $434,000 22,386 % 434,000 22,386 0    N/A
   (AAP)1 Year Chart         AAP Advance Auto Parts Inc New $76.31 $415,000 6,792 % 415,000 6,792 0    N/A
   (ESML)1 Year Chart         ESML iShares MSCI USA Sml-Cp ESG... New $0.00 $415,000 10,921 % 415,000 10,921 0    N/A
   (GRMN)1 Year Chart         GRMN Garmin Ltd New $165.97 $413,000 3,213 % 413,000 3,213 0    N/A
   (WLTW)1 Year Chart         WLTW Willis Towers Watson Public... New $251.99 $408,000 1,690 % 408,000 1,690 0    N/A
   (CNO)1 Year Chart         CNO CNO Financial Group Inc New $26.05 $408,000 14,629 % 408,000 14,629 0.011    Life & Health Insurance
   (NVR)1 Year Chart         NVR NVR Inc New $7,586.55 $406,000 58 % 406,000 58 0    N/A
   (KRG)1 Year Chart         KRG Kite Realty Group Trust New $21.07 $405,000 17,728 % 405,000 17,728 0    N/A
   (ARE)1 Year Chart         ARE Alexandria Real Estate Equi... New $120.51 $403,000 3,181 % 403,000 3,181 0    N/A
   (ARM)1 Year Chart         ARM Arm Holdings American Depos... New $101.70 $402,000 5,348 % 402,000 5,348 0    N/A
   (REZI)1 Year Chart         REZI Resideo Technologies, Inc. New $0.00 $402,000 21,339 % 402,000 21,339 0    N/A
   (L)1 Year Chart         L Loews Corp New $76.40 $397,000 5,708 % 397,000 5,708 0    N/A
   (NTRS)1 Year Chart         NTRS Northern Trust Corp New $84.62 $395,000 4,684 % 395,000 4,684 0    N/A
   (FHB)1 Year Chart         FHB First Hawaiian, Inc. New $21.78 $395,000 17,281 % 395,000 17,281 0    N/A
   (PFG)1 Year Chart         PFG Principal Financial Group Inc New $81.21 $394,000 5,014 % 394,000 5,014 0    N/A

      100 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results