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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
LINELineage Inc
Recent Activity
New Position
0.26%
$23.893M
304,834 shares@ $78.39 avg price
TPLTexas Pacific Land Corporati
Recent Activity
New Position
0.17%
$14.949M
16,896 shares@ $884.75 avg price
BAMBrookfield Asset Managmt Ltd
Recent Activity
New Position
0.16%
$14.216M
300,608 shares@ $47.3 avg price
LUMNLumen Technologies Inc
Recent Activity
New Position
0.11%
$10.062M
1.417M shares@ $7.11 avg price
MPLXMplx Lp
Recent Activity
New Position
0.1%
$8.644M
194,423 shares@ $44.47 avg price
CMPRCimpress Plc
Recent Activity
New Position
0.09%
$7.582M
92,552 shares@ $81.93 avg price
LBTYKLiberty Global Ltd
Recent Activity
New Position
0.09%
$7.471M
345,722 shares@ $21.62 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
New Position
0.07%
$6.244M
93,157 shares@ $67.04 avg price
BEPBrookfield Renewable Partner
Recent Activity
New Position
0.07%
$6.191M
219,681 shares@ $28.19 avg price
BIPCBrookfield Infrastructure Co
Recent Activity
New Position
0.05%
$4.194M
96,562 shares@ $43.44 avg price