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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
VTIVanguard Index Fds
Recent Activity
Increased 1.74%
9.06%
$844.395M
2.982M shares@ $283.17 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Increased 0.07%
3.44%
$320.125M
3.317M shares@ $96.52 avg price
AAPLApple Inc
Recent Activity
Increased 5.19%
3.35%
$311.669M
1.338M shares@ $233.01 avg price
IXUSIshares Tr
Recent Activity
Increased 2.03%
3.05%
$284.177M
3.913M shares@ $72.64 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 10.53%
2.89%
$269.013M
625,175 shares@ $430.31 avg price
NVDANvidia Corporation
Recent Activity
Increased 14.71%
2.74%
$254.744M
2.098M shares@ $121.45 avg price
DFAUDimensional Etf Trust
Recent Activity
Increased 10.07%
2.06%
$191.391M
4.822M shares@ $39.7 avg price
ACWIIshares Tr
Recent Activity
Increased 2.35%
1.63%
$151.307M
1.266M shares@ $119.55 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 10.63%
1.22%
$113.316M
246,200 shares@ $460.26 avg price
MUBIshares Tr
Recent Activity
Increased 1.25%
1.2%
$111.182M
1.023M shares@ $108.63 avg price