Sequoia Financial Advisors, LLC
Sequoia Financial Advisors, LLC is a registered investment adviser headquartered in Akron, Ohio. The firm was founded in 2000 and registered with the SEC since 2002. Sequoia provides financial planning, wealth management, and investment advisory services to individuals, families, retirement plans, and institutions. The firm has grown steadily to become a leading regional advisory group serving the Midwest and beyond.
Investment Strategy
Sequoia Financial Advisors, LLC employs a comprehensive wealth management strategy focusing on tailored investment solutions for each client. The firm utilizes diverse asset allocation strategies, including equities, fixed income, and alternative investments, and emphasizes long-term risk-adjusted performance. The approach is client-centric, blending active and passive investment vehicles to help clients achieve financial goals through fiduciary oversight and robust financial planning.
Top Holdings
Equity Positions (1,543)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-A | BERKSHIRE HATHAWAY INC DEL | 55.50% | $18.22B | 25 | $654822.40 | $728800.00 | +$18.20B |
V VTI | VANGUARD INDEX FDS | 3.29% | $1.08B | 3,555,236 | $226.65 | $303.93 | +$130.0M |
C CCMG | EA SERIES TRUST | 3.01% | $986.9M | 33,727,130 | $27.81 | $29.26 | +$51.9M |
I IXUS | ISHARES TR | 1.31% | $429.0M | 5,549,414 | $66.41 | $77.31 | +$76.4M |
N NVDA | NVIDIA CORPORATION | 1.15% | $378.2M | 2,393,538 | $63.37 | $157.99 | +$134.9M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Call | $22.2M | 360 | $617.85 | $577.75 | +55 | +$5.2M |
P PGR | PROGRESSIVE CORP | Bought | Put | $6.8M | 255 | $266.86 | $242.50 | +27 | +$352.3K |
A AVGO | BROADCOM INC | New | Put | $1.2M | 44 | $275.65 | $275.65 | +44 | +$1.2M |
V VST | VISTRA CORP | Sold | Put | $1.1M | 59 | $193.81 | $117.44 | -38 | +$4.3K |
A AAPL | APPLE INC | Sold | Put | $902.7K | 44 | $205.17 | $231.56 | -22 | -$563.3K |