Titelia

Holdings of Sequoia Financial Advisors, LLC

1618 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 30.3 % of the equity sleeve

Sector breakdown

  • Technology 12.9 %
  • Funds 6.5 %
  • Financials 6.4 %
  • Industrials 5.3 %
  • Communication 4.0 %
  • Consumer discretionary 3.6 %
  • Health care 3.3 %
  • Consumer staples 2.4 %
  • Energy 1.7 %
  • Utilities 0.7 %
  • Materials 0.6 %
  • Real estate 0.2 %
  • Unattributed 52.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.0 %
  • TW 0.2 %
  • GB 0.1 %
  • KR 0.1 %
  • NL 0.1 %
  • JP 0.1 %
  • IN 0.1 %
  • ES 0.0 %
  • IL 0.0 %
  • AU 0.0 %
  • BR 0.0 %
  • KY 0.0 %
  • Other countries 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,51315.1B $99.02 %
2TW327.3M $0.18 %
3GB1821.4M $0.14 %
4KR815.3M $0.10 %
5NL511.8M $0.08 %
6JP611.5M $0.08 %
7IN59.9M $0.06 %
8ES36.1M $0.04 %
9IL35.8M $0.04 %
10AU35.7M $0.04 %
11BR145.3M $0.03 %
12KY74.4M $0.03 %

Positions

RankCompanySharesValueWeight
101Wells Fargo & Co 298,91523.8M $
102iShares Trust 346,43123.7M $
103Schwab Fundamental International Equity Etf 482,87123.6M $
104iShares MSCI USA Momentum Factor ETF 97,29523.3M $
105Taiwan Semiconductor Manufacturing Co Ltd 66,15922.4M $
106Netflix Inc 224,68321.6M $
107DFA Dimensional US Marketwide Value ETF 435,62421.1M $
108Coca-Cola Co/The 274,28420.9M $
109L3Harris Technologies Inc 60,19220.8M $
110iShares Trust 181,99920.6M $
111iShares Trust 105,28620.2M $
112Dimensional International Smal 510,28120.1M $
113iShares International Equity Factor ETF 513,32220M $
114AbbVie Inc 90,46419.7M $
115ONEOK Inc 212,47319.2M $
116PepsiCo Inc 120,35318.7M $
117Invesco BulletShares 2032 Corp 906,09018.7M $
118American Express Co 60,42918.3M $
119Dimensional ETF Trust 429,34218.1M $
120QUALCOMM Inc 140,02718M $
121Vanguard Scottsdale Funds 298,50317.5M $
122Applied Materials Inc 51,10717.5M $
123Micron Technology Inc 51,39417.4M $
124Service Corp International/US 210,26317.3M $
125Philip Morris International Inc. 104,71317.3M $
126General Dynamics Corp 50,42917.3M $
127Berkshire Hathaway Inc 2417.2M $
128Comcast Corp 597,81917.2M $
129Dimensional ETF Trust 440,73217.1M $
130Oracle Corp 115,67017M $
131Verizon Communications Inc 337,05316.9M $
132Dimensional ETF Trust 706,82916.7M $
133American Electric Power Co Inc 127,31416.7M $
134Mastercard Inc 33,21216.6M $
135iShares Core MSCI EAFE ETF 180,62116.4M $
136Dimensional ETF Trust 478,57216.2M $
137Vanguard Large-Cap ETF 53,97016.1M $
138Vanguard Index Funds 72,04015.7M $
139Cisco Systems, Inc. 200,09215.5M $
140SELECT SECTOR SPDR TRUST (THE) 116,59315.5M $
141Hubbell Inc 31,37515.4M $
142iShares Core U.S. Aggregate Bond ETF 152,52815.1M $
143Vanguard Intermediate-Term Corporate Bond ETF 182,33815.1M $
144Lam Research Corp 70,52815.1M $
145iShares Trust 200,40514.9M $
146AT&T Inc 511,59014.8M $
147UnitedHealth Group Inc 54,10114.6M $
148Vanguard Total International S 186,43114.4M $
149Vanguard International Equity Index Funds 265,79714.4M $
150iShares MSCI USA Min Vol Factor ETF 151,07314M $
151JPMorgan Ultra-Short Municipal Income ETF 272,19513.9M $
152iShares MSCI EAFE Small-Cap ETF 175,41413.8M $
153Advanced Micro Devices Inc 67,35313.7M $
154NextEra Energy Inc 144,90713.5M $
155SPDR Index Shares Funds 365,88813.4M $
156Dauch Corporation 2,248,02713.3M $
157iShares Short-Term National Muni Bond ETF 123,47313.1M $
158Lockheed Martin Corp 21,14112.8M $
159VanEck Morningstar Wide Moat ETF 131,32912.7M $
160iShares Russell 1000 Growth ETF 29,11612.4M $
161Williams-Sonoma Inc 66,55912.1M $
162Select Sector Spdr Trust 75,01512.1M $
163Union Pacific Corp 49,29512M $
164Boeing Co/The 59,90611.9M $
165Schwab US Dividend Equity ETF 384,28911.8M $
166iShares Russell 2000 ETF 47,38311.8M $
1673M Co 80,24011.7M $
168Vanguard Total World Stock ETF 82,81011.5M $
169MPLX LP 200,24411.4M $
170Select Sector Spdr Trust 230,67711.4M $
171Walt Disney Co/The 117,95311.4M $
172Vanguard Index Funds 61,27911.3M $
173Keysight Technologies Inc 39,75711.2M $
174Schwab US Broad Market ETF 439,07311M $
175Lowe's Cos Inc 46,58211M $
176Texas Instruments Inc 55,10810.7M $
177Kinder Morgan, Inc. 317,32510.6M $
178iShares Core S&P Total U.S. Stock Market ETF 74,44710.6M $
179iShares MSCI International Quality Factor ETF 228,24210.6M $
180BWX Technologies Inc 51,57410.5M $
181Texas Pacific Land Corp 22,08510.5M $
182WP Carey Inc 153,46010.4M $
183Southern Co/The 107,97510.4M $
184Bristol-Myers Squibb Co 168,31610.2M $
185Vanguard Real Estate ETF 112,62010M $
186Pfizer Inc 354,1259.9M $
187Invesco Exchange-Traded Fund Trust 128,7649.8M $
188iShares Trust 201,0939.7M $
189Intuit Inc 22,2819.6M $
190Schwab International Equity ETF 385,6799.5M $
191WisdomTree Trust 108,6379.5M $
192iShares MSCI Global Min Vol Factor ETF 78,7669.4M $
193Lumen Technologies Inc 1,339,6079.3M $
194Vanguard FTSE All-World ex-US ETF 122,6499.2M $
195Deere & Co 16,1199.1M $
196Huntington Bancshares Inc/OH 565,8598.9M $
197Schwab U.S. Small-Cap ETF 297,7458.7M $
198Travelers Cos Inc/The 29,6158.6M $
199Zscaler Inc 61,3158.6M $
200Altria Group, Inc. 130,2978.6M $