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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
NLYAnnaly Capital Management In
Recent Activity
New Position
0.05%
$3.965M
197,548 shares@ $20.07 avg price
BXSLBlackstone Secd Lending Fd
Recent Activity
New Position
0.04%
$3.064M
104,613 shares@ $29.29 avg price
HHHHoward Hughes Holdings Inc
Recent Activity
New Position
0.03%
$2.619M
33,822 shares@ $77.44 avg price
RYNRayonier Inc
Recent Activity
New Position
0.03%
$2.525M
78,479 shares@ $32.19 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
New Position
0.03%
$2.278M
40,262 shares@ $56.58 avg price
BEPCBrookfield Renewable Corp
Recent Activity
New Position
0.03%
$2.208M
67,604 shares@ $32.67 avg price
AGM.AFederal Agric Mtg Corp
Recent Activity
New Position
0.03%
$2.15M
15,008 shares@ $143.26 avg price
BXMTBlackstone Mtg Tr Inc
Recent Activity
New Position
0.02%
$1.695M
89,186 shares@ $19.02 avg price
CUBECubesmart
Recent Activity
New Position
0.02%
$1.452M
26,971 shares@ $53.84 avg price
ILOWAb Active Etfs Inc
Recent Activity
New Position
0.02%
$1.226M
33,501 shares@ $36.62 avg price