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Portfolio (Quarterly) Guide ↗

Sequoia Financial Advisors, LLC

· CIK 0001599900
13F Portfolio $17.9B AUM 1,921 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 166 New 848 Added 725 Reduced 172 Exited
Page 38 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 ARGX ARGENX SE Healthcare 1,961.0 $1.4M 0.01% +32.0 +1.7% $730.28 +20.2%
742 WDS WOODSIDE ENERGY GROUP LTD Energy 59,891.0 $1.4M 0.01% +4K +6.3% $23.88 -16.0%
743 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 2,316.0 $1.4M 0.01% +869.0 +60.1% $616.88 +12.0%
744 ET ENERGY TRANSFER L P Energy 73,877.0 $1.4M 0.01% +21K +40.2% $19.30 -2.8%
745 EAGG ISHARES TR 29,927.0 $1.4M 0.01% -411.0 -1.4% $47.55 -0.4%
746 DOW DOW HLDGS INC Basic Materials 34,094.0 $1.4M 0.01% +14K +71.7% $41.65 -23.8%
747 WEC WEC ENERGY GROUP INC Utilities 12,222.0 $1.4M 0.01% +1K +11.9% $115.77 -3.1%
748 PPG PPG INDS INC Basic Materials 13,222.0 $1.4M 0.01% -916.0 -6.5% $106.88 +10.6%
749 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 15,659.0 $1.4M 0.01% +884.0 +6.0% $90.11 +21.6%
750 RS RELIANCE INC Basic Materials 4,638.0 $1.4M 0.01% +912.0 +24.5% $303.94 +30.4%
751 HDV ISHARES TR 10,338.0 $1.4M 0.01% +5K +100.2% $135.72 -80.1%
752 FNV FRANCO NEV CORP Basic Materials 5,653.0 $1.4M 0.01% +259.0 +4.8% $247.07 -11.3%
753 DLTR DOLLAR TREE INC Consumer Defensive 12,630.0 $1.4M 0.01% +1K +11.1% $109.51 +2.0%
754 KHC KRAFT HEINZ CO Consumer Defensive 61,470.0 $1.4M 0.01% +27K +78.4% $22.49 +1.5%
755 QQQM INVESCO EXCH TRADED FD TR II 5,796.0 $1.4M 0.01% +2K +49.3% $237.60 +28.2%
756 PXH INVESCO EXCH TRADED FD TR II 51,035.0 $1.4M 0.01% $26.91 +8.0%
757 EZU ISHARES INC 21,843.0 $1.4M 0.01% +1K +5.0% $62.64 +10.6%
758 VGK VANGUARD INTL EQUITY INDEX F 16,522.0 $1.4M 0.01% -364.0 -2.2% $82.43 +7.1%
759 BWA BORGWARNER INC Consumer Cyclical 25,076.0 $1.4M 0.01% +686.0 +2.8% $54.26 +32.4%
760 XME SPDR SERIES TRUST 12,587.0 $1.4M 0.01% +223.0 +1.8% $108.01 +8.3%
Page 38 of 97  ·  1,921 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.7%
Financial Services 19.0%
Industrials 12.6%
Consumer Cyclical 9.2%
Communication Services 8.3%
Healthcare 7.7%
Consumer Defensive 5.0%
Energy 4.7%
Utilities 2.3%
Basic Materials 2.3%