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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -4.84%
0.91%
$84.532M
147,330 shares@ $573.77 avg price
MGVVanguard World Fd
Recent Activity
Increased 1.63%
0.89%
$82.889M
646,158 shares@ $128.28 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 0.03%
0.84%
$77.935M
1.525M shares@ $51.12 avg price
JPIEJ P Morgan Exchange Traded F
Recent Activity
Increased 6.34%
0.82%
$75.96M
1.637M shares@ $46.39 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
Increased 6.63%
0.8%
$74.061M
1.384M shares@ $53.53 avg price
PYLDPimco Etf Tr
Recent Activity
Increased 13.53%
0.74%
$68.858M
2.584M shares@ $26.66 avg price
VUGVanguard Index Fds
Recent Activity
Increased 4.24%
0.67%
$61.981M
161,438 shares@ $383.94 avg price
LLYEli Lilly & Co
Recent Activity
Increased 9.73%
0.66%
$60.678M
68,490 shares@ $885.95 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 6.74%
0.65%
$59.734M
283,286 shares@ $210.87 avg price
SCHXSchwab Strategic Tr
Recent Activity
Decreased -2.07%
0.64%
$59.28M
873,688 shares@ $67.85 avg price