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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
Q2 2026 Q1 2026 · All 166 New 848 Added 725 Reduced
Page 87 of 97  ·  1,921 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 IWX ISHARES TR 2,453.0 $227K 0.00% NEW $92.68 +21.5%
1722 NLR VANECK ETF TRUST 1,706.0 $227K 0.00% $133.19 -10.2%
1723 XBAP INNOVATOR ETFS TRUST 5,804.0 $227K 0.00% $39.14 +9.1%
1724 VVV VALVOLINE INC Energy 6,740.0 $227K 0.00% -2K -26.0% $33.68 +0.2%
1725 CLH CLEAN HARBORS INC Industrials 791.0 $227K 0.00% -1K -58.4% $286.73 +10.2%
1726 PYPL CALL PAYPAL HLDGS INC Financial Services 5,000.0 $226K 0.00% -5K -50.0% $45.23 +37.4%
1727 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 3,602.0 $226K 0.00% -36.0 -1.0% $62.70 +38.1%
1728 INVA INNOVIVA INC Healthcare 9,652.0 $225K 0.00% NEW $23.30 -9.6%
1729 FCF FIRST COMWLTH FINL CORP PA Financial Services 12,789.0 $225K 0.00% $17.58 +19.2%
1730 RDN RADIAN GROUP INC Financial Services 6,793.0 $225K 0.00% -4K -36.3% $33.08 +11.0%
1731 NYF ISHARES TR 4,211.0 $224K 0.00% $53.12 -0.6%
1732 ARTY ISHARES TR 4,806.0 $224K 0.00% -4K -45.4% $46.53 +59.8%
1733 GKOS GLAUKOS CORP Healthcare 2,077.0 $224K 0.00% +281.0 +15.7% $107.66 +72.2%
1734 CYTK CYTOKINETICS INC Healthcare 3,392.0 $224K 0.00% NEW $65.91 +17.6%
1735 EAOR ISHARES TR 6,414.0 $223K 0.00% $34.81 +9.2%
1736 TDTT FLEXSHARES TR 9,181.0 $223K 0.00% $24.24 -2.7%
1737 PBF PBF ENERGY INC Energy 4,662.0 $222K 0.00% -3K -40.7% $47.63 +53.2%
1738 SIGI SELECTIVE INS GROUP INC Financial Services 2,944.0 $222K 0.00% -4K -56.2% $75.39 +21.2%
1739 CUK CARNIVAL PLC Consumer Cyclical 8,545.0 $220K 0.00% $25.77 +6.6%
1740 FRPH FRP HLDGS INC Real Estate 10,044.0 $220K 0.00% +336.0 +3.5% $21.88 +2.1%
Page 87 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 28.6%
Financial Services 19.4%
Industrials 12.9%
Consumer Cyclical 9.5%
Healthcare 7.9%
Communication Services 5.7%
Consumer Defensive 5.1%
Energy 4.8%
Utilities 2.4%
Basic Materials 2.4%