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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
ANIPAni Pharmaceuticals Inc
Recent Activity
Exited
0%
$600,058
9,423 shares@ $63.69 avg price
IIIVI3 Verticals Inc
Recent Activity
Exited
0%
$599,560
27,154 shares@ $22.08 avg price
SBOWSilverbow Res Inc
Recent Activity
Exited
0%
$575,206
15,205 shares@ $37.84 avg price
IRMDIradimed Corp
Recent Activity
Exited
0%
$567,617
12,918 shares@ $43.95 avg price
ARISAris Water Solutions Inc
Recent Activity
Exited
0%
$554,139
35,363 shares@ $15.68 avg price
DLTRDollar Tree Inc
Recent Activity
Exited
0%
$489,653
4,586 shares@ $106.78 avg price
SLPSimulations Plus Inc
Recent Activity
Exited
0%
$489,312
10,064 shares@ $48.63 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$467,877
2,416 shares@ $193.66 avg price
BLFSBiolife Solutions Inc
Recent Activity
Exited
0%
$465,674
21,730 shares@ $21.44 avg price
IEURIshares Tr
Recent Activity
Exited
0%
$451,671
7,931 shares@ $56.96 avg price