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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
IVVIshares Tr
Recent Activity
Decreased -8.08%
0.54%
$50.225M
87,073 shares@ $576.83 avg price
VICIVici Pptys Inc
Recent Activity
Decreased 0%
0.52%
$48.065M
1.425M shares@ $33.75 avg price
PANWPalo Alto Networks Inc
Recent Activity
Decreased -15.64%
0.52%
$47.606M
139,279 shares@ $341.81 avg price
PLNTPlanet Fitness Inc
Recent Activity
Decreased 0%
0.51%
$46.863M
576,988 shares@ $81.23 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -1.04%
0.45%
$41.232M
610,755 shares@ $67.52 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -5.09%
0.39%
$36.068M
372,027 shares@ $96.95 avg price
CRMSalesforce Inc
Recent Activity
Decreased -2.55%
0.34%
$31.244M
114,143 shares@ $273.73 avg price
LHLabcorp Holdings Inc
Recent Activity
Decreased -0.06%
0.33%
$30.262M
135,413 shares@ $223.49 avg price
TDVGT Rowe Price Etf Inc
Recent Activity
Decreased -2.4%
0.32%
$29.678M
724,560 shares@ $40.97 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.32%
0.31%
$28.833M
160,932 shares@ $179.17 avg price