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
801Boston Beer Co Inc/The 4,120949.2K $
802CenterPoint Energy Inc 21,749938.7K $
803Vanguard Russell 1000 3,180938.4K $
804Docusign Inc 19,758936.7K $
805Copart Inc 28,178935.5K $
806LPL Financial Holdings Inc 3,091929.9K $
807Fomento Economico Mexicano SAB de CV 8,331925.3K $
808Charter Communications, Inc. 4,282924.4K $
809LG Display Co Ltd 237,393921.1K $
810Hancock Whitney Corp 14,447918.7K $
811J M Smucker Co/The 9,426909K $
812EnerSys 5,221907.1K $
813EPR Properties 18,130905.8K $
814Seaboard Corp 160904.6K $
815State Street SPDR S&P Global Natural Resources ETF 12,093903K $
816Block Inc 14,979901.4K $
817Applied Industrial Technologies Inc 3,391899.7K $
818Keurig Dr Pepper Inc 34,072897.1K $
819Vanguard Scottsdale Funds 15,062897K $
820CF Industries Holdings Inc 6,904896.5K $
821H&R Block Inc 28,196894.9K $
822iShares Trust 10,299892.8K $
823Aegon Ltd 121,708883.6K $
824Dick's Sporting Goods Inc 4,452882.9K $
825Rigetti Computing Inc 62,623879.2K $
826Rollins Inc 16,365874K $
827iShares U.S. Financial Services ETF 10,531872.4K $
828America Movil SAB de CV 34,184871K $
829Amkor Technology Inc 19,317869.8K $
830GENASYS INC 477,883869.7K $
831Victoria's Secret & Co 18,754869.5K $
832Blackstone Mortgage Trust Inc 45,143864.5K $
833Crown Holdings Inc 8,564858.5K $
834PTC Inc 6,023858.3K $
835Coca-Cola Consolidated Inc 4,463855.7K $
836Live Nation Entertainment Inc 5,596853.4K $
837Koninklijke Philips NV 31,116852.6K $
838Portland General Electric Co 16,150852.3K $
839iShares MSCI Japan ETF 10,047848.4K $
840Dolby Laboratories Inc 14,095846.5K $
841TD SYNNEX Corp 5,017846.4K $
842Weyerhaeuser Co 34,587845K $
843Jacobs Solutions Inc 6,633844.3K $
844Schwab Municipal Bond ETF 33,065842.5K $
845American Healthcare REIT Inc 17,803839.6K $
846CSW Industrials Inc 3,214837.5K $
847Telefonaktiebolaget LM Ericsson 74,153835.7K $
848Entegris Inc 7,117834.4K $
849INVESCO EXCHANGE-TRADED FUND TRUST II 24,198833.7K $
850West Pharmaceutical Services Inc 3,325833.4K $
851ATI Inc 5,728833.2K $
852Ares Management Corp 7,635833K $
853First Solar Inc 4,223833K $
854Teradata Corp 32,307828K $
855Baidu Inc 7,405825.1K $
856Rocket Lab Corp 12,843824.8K $
857Albemarle Corp 4,590824.2K $
858Zoom Communications Inc 10,220821.6K $
859Air Lease Corp 12,569816.2K $
860T Rowe Price Group Inc 9,054816.1K $
861Fidelity Wise Origin Bitcoin Fund 13,785813.7K $
862CNO Financial Group Inc 19,781812.2K $
863Global X US Infrastructure Development ETF 15,861805.9K $
864iShares Trust 34,991801.6K $
865iShares U.S. Technology ETF 4,418801.5K $
866Bloom Energy Corp 5,882797K $
867NetEase Inc 7,082792.7K $
868National Storage Affiliates Trust 20,955790.8K $
869Albertsons Cos Inc 46,374790.2K $
870iShares Trust 15,032790.1K $
871Agree Realty Corp 10,468789.1K $
872MGIC Investment Corp 29,938785.9K $
873Nokia Oyj 97,389783K $
874ORIX Corp 25,987779.4K $
875Affirm Holdings Inc 16,974777.8K $
876Watsco Inc 2,111768.1K $
877Manhattan Associates Inc 5,760766.8K $
878Fidelity Covington Trust 13,872766.3K $
879Equifax Inc 4,246764.6K $
880Smithfield Foods Inc 27,307763.8K $
881SM Energy Co 24,442762.1K $
882Healthcare Realty Trust Inc 44,569757.2K $
883Arrow Electronics Inc 5,264754.9K $
884Magnolia Oil & Gas Corp 23,866753.5K $
885Valley National Bancorp 61,355753.4K $
886Gartner Inc 4,744751.1K $
887Leidos Holdings Inc 4,810748.1K $
888Brown & Brown Inc 11,460747.3K $
889Xtrackers MSCI EAFE Hedged Equ 15,116746.7K $
890Rocket Cos Inc 52,362746.2K $
891Invesco RAFI Developed Markets ex-U.S. ETF 10,667745.6K $
892First Trust Health Care AlphaDEX Fund 6,775743.7K $
893Veralto Corp 8,390741.8K $
894Chime Financial Inc 39,542740.6K $
895United Bankshares Inc/WV 17,843739K $
896Post Holdings Inc 7,475739K $
897Lululemon Athletica Inc 4,824738.5K $
898Natera Inc 3,679735.8K $
899CNX Resources Corp 19,048734.3K $
900Global X Funds 8,118731.3K $