Institutional manager
Sequoia Financial Advisors, LLC
Holds positions in 484 of the S&P 500, worth $6.77bn as reported for the quarter ended 31-mar-2026.
Positions held484of 488 index companies covered
Reported value$6.77bnS&P 500 positions only
Top ten weight40%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 484 held. The rest are smaller than every one of these.
Apple Inc.AAPL1.9m$492mInformation TechnologyNvidiaNVDA2.7m$467mInformation TechnologyAlphabet Inc. (Class A)GOOGL1.2m$352mCommunication ServicesMicrosoftMSFT832,793$308mInformation TechnologyState Street CorporationSTT2.2m$251mFinancialsAmazonAMZN1.1m$233mConsumer DiscretionaryBroadcomAVGO640,160$198mInformation TechnologyMeta PlatformsMETA263,851$151mCommunication ServicesBerkshire HathawayBRK.B252,551$138mFinancialsLilly (Eli)LLY143,305$132mHealth CareCaterpillar Inc.CAT178,760$127mIndustrialsGoldman SachsGS175,400$126mFinancialsRTX CorporationRTX624,341$120mIndustrialsExxonMobilXOM700,935$119mEnergyJPMorgan ChaseJPM374,677$110mFinancialsWalmartWMT813,060$101mConsumer StaplesCostcoCOST97,275$97mConsumer StaplesWynn ResortsWYNN815,698$83mConsumer DiscretionaryVisa Inc.V265,787$80mFinancialsHome Depot (The)HD219,054$72mConsumer DiscretionaryQuanta ServicesPWR128,844$71mIndustrialsSalesforceCRM358,400$67mInformation TechnologyInvescoIVZ146,355$62mFinancialsEaton CorporationETN164,316$59mIndustrialsAmgenAMGN165,511$58mHealth CareIBMIBM206,926$50mInformation TechnologyWaste ManagementWM216,576$50mIndustrialsParker HannifinPH54,588$49mIndustrialsProcter & GamblePG336,021$49mConsumer StaplesBank of AmericaBAC986,686$48mFinancialsJohnson & JohnsonJNJ194,451$48mHealth CareBlackRockBLK47,403$46mFinancialsMorgan StanleyMS271,441$45mFinancialsMcDonald'sMCD143,679$45mConsumer DiscretionarySherwin-WilliamsSHW138,898$45mMaterialsXylem Inc.XYL365,274$44mIndustrialsDuPontDD929,212$43mIndustrialsTesla, Inc.TSLA113,896$42mConsumer DiscretionaryAbbott LaboratoriesABT363,060$37mHealth CareTJX CompaniesTJX226,534$36mConsumer DiscretionaryMerck & Co.MRK297,046$36mHealth CarePalantir TechnologiesPLTR236,896$35mInformation TechnologyChevron CorporationCVX160,718$33mEnergyAccentureACN163,843$32mInformation TechnologyCharles Schwab CorporationSCHW343,001$32mFinancialsLabcorpLH120,636$32mHealth CareCitigroupC272,410$31mFinancialsArthur J. Gallagher & Co.AJG139,833$30mFinancialsPalo Alto NetworksPANW188,521$30mInformation TechnologyProgressive CorporationPGR137,395$27mFinancialsBlackstone Inc.BX233,387$27mFinancialsGE VernovaGEV29,156$25mIndustrialsGE AerospaceGE86,760$25mIndustrialsWells FargoWFC298,915$24mFinancialsNetflixNFLX224,683$22mCommunication ServicesCoca-Cola Company (The)KO274,284$21mConsumer StaplesL3HarrisLHX60,192$21mIndustrialsAbbVieABBV90,464$20mHealth CareOneokOKE212,473$19mEnergyPepsiCoPEP120,353$19mConsumer Staples
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.