Long-term investor
Sequoia Financial Advisors, LLC @sequoiafinancialadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001599900).
Record
- Tracked since 2025-06-30 (454 days), 87 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +913.4% · all +913.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 7.1% · long · since 2025-06-30
- 02072L276 · 5.5% · long · since 2025-06-30
- 46432F834 · 3.0% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- NVDA · 2.8% · long · since 2025-06-30
- 92206C680 · 2.2% · long · since 2025-06-30
- 25434V104 · 2.0% · long · since 2025-06-30
- 26922A321 · 1.8% · long · since 2025-06-30
- MSFT · 1.7% · long · since 2025-06-30
- 72201R585 · 1.6% · long · since 2025-06-30
- 46641Q159 · 1.6% · long · since 2025-06-30
- 092528603 · 1.6% · long · since 2025-06-30