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Matthew Dunn

@Sequoia Financial Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$9.322BTotal holdings1274
Assets growth rate12.33%Assets growth rate (2-Q avg)7.76%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Sequoia Financial Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1274 positions.

Assets under management

The assets under management (AUM) of Sequoia Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 9.322B in assets, with a quarterly growth rate of 12.33% and a 2-quarter average growth rate of 7.76%. The portfolio is managed by Matthew Dunn, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AMZNAmazon Com Inc
Recent Activity
Decreased -0.11%
2.2%
$205.014M
1.1M shares@ $186.33 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -8.32%
1.22%
$112.846M
464,274 shares@ $243.06 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -1.2%
1.2%
$111.313M
637,641 shares@ $174.57 avg price
DFUSDimensional Etf Trust
Recent Activity
Decreased -3.13%
1.03%
$95.971M
1.543M shares@ $62.21 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -19.92%
0.97%
$89.98M
542,538 shares@ $165.86 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -4.84%
0.91%
$84.532M
147,330 shares@ $573.77 avg price
SCHXSchwab Strategic Tr
Recent Activity
Decreased -2.07%
0.64%
$59.28M
873,688 shares@ $67.85 avg price
TKOTko Group Holdings Inc
Recent Activity
Decreased 0%
0.63%
$58.136M
469,936 shares@ $123.72 avg price
FNDFSchwab Strategic Tr
Recent Activity
Decreased -0.01%
0.56%
$51.91M
1.389M shares@ $37.38 avg price
AMTAmerican Tower Corp New
Recent Activity
Decreased -0.02%
0.56%
$51.707M
222,336 shares@ $232.57 avg price