Titelia

Holdings of Sequoia Financial Advisors, LLC

1618 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 30.3 % of the equity sleeve

Sector breakdown

  • Technology 12.9 %
  • Funds 6.5 %
  • Financials 6.4 %
  • Industrials 5.3 %
  • Communication 4.0 %
  • Consumer discretionary 3.6 %
  • Health care 3.3 %
  • Consumer staples 2.4 %
  • Energy 1.7 %
  • Utilities 0.7 %
  • Materials 0.6 %
  • Real estate 0.2 %
  • Unattributed 52.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.0 %
  • TW 0.2 %
  • GB 0.1 %
  • KR 0.1 %
  • NL 0.1 %
  • JP 0.1 %
  • IN 0.1 %
  • ES 0.0 %
  • IL 0.0 %
  • AU 0.0 %
  • BR 0.0 %
  • KY 0.0 %
  • Other countries 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,51315.1B $99.02 %
2TW327.3M $0.18 %
3GB1821.4M $0.14 %
4KR815.3M $0.10 %
5NL511.8M $0.08 %
6JP611.5M $0.08 %
7IN59.9M $0.06 %
8ES36.1M $0.04 %
9IL35.8M $0.04 %
10AU35.7M $0.04 %
11BR145.3M $0.03 %
12KY74.4M $0.03 %

Positions

RankCompanySharesValueWeight
901iShares S&P Small-Cap 600 Growth ETF 5,047730.4K $
902ALLIANCEBERNSTEIN HOLDING LP 19,464728.7K $
903Advanced Energy Industries Inc 2,257728.4K $
904Genmab A/S 27,136728K $
905Global X Funds 10,265727.1K $
906Samsara Inc 22,846724K $
907Broadridge Financial Solutions Inc 4,450723K $
908Ball Corp 12,198721K $
909Constellation Brands Inc 4,797719.5K $
910Insmed Inc 4,385717K $
911Extra Space Storage Inc 5,456715.5K $
912Knight-Swift Transportation Holdings Inc 12,413714.8K $
913Otis Worldwide Corp 9,221710.8K $
914Host Hotels & Resorts Inc 36,975708.4K $
915Verisk Analytics Inc 3,732708.3K $
916Turkcell Iletisim Hizmetleri AS 117,090706.1K $
917NVR Inc 107705.1K $
918Fidelity Covington Trust 18,920703.8K $
919Apple Hospitality REIT Inc 60,975701.8K $
920Sunbelt Rentals Holdings Inc 10,782701.8K $
921Texas Roadhouse Inc 4,241700.4K $
922Stereotaxis Inc 380,652700.4K $
923iShares Trust 2,129699.9K $
924Sabra Health Care REIT Inc 36,115694.5K $
925FTI Consulting Inc 3,927694.2K $
926Wisdomtree Trust 7,766693.7K $
927Interactive Brokers Group Inc 10,338693.4K $
928NatWest Group PLC 46,486692.6K $
929iShares J.P. Morgan USD Emerging Markets Bond ETF 7,351690.5K $
930Matthews International Corp 26,730690.2K $
931VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF 3,053688K $
932Universal Health Services Inc 3,826684.7K $
933Franklin Resources Inc 28,880682.2K $
934ESCO Technologies Inc 2,424682K $
935National Fuel Gas Co 7,257681.9K $
936Rambus Inc 7,878677.7K $
937Matador Resources Co 10,704676.3K $
938Prosperity Bancshares Inc 10,066676.2K $
939iShares Trust 15,906675.9K $
940Insulet Corp 3,208673.2K $
941Hanover Insurance Group Inc/The 3,874671.6K $
942Ubiquiti Inc 848670.2K $
943Vanguard Extended Market ETF 3,251669K $
944State Street SPDR Bloomberg High Yield Bond ETF 6,972667.3K $
945XPO Inc 3,427666.7K $
946Clorox Co/The 6,433666.7K $
947J P Morgan Exchange Traded Fund Trust 10,405665K $
948Schwab International Small-Cap Equity ETF 14,183662.9K $
949Golden Entertainment Inc 24,820662.4K $
950RingCentral Inc 17,808662.3K $
951HP Inc 34,437661.5K $
952WisdomTree International SmallCap Dividend Fund 8,108660.8K $
953Pinnacle Financial Partners Inc 7,659659.8K $
954BJ's Wholesale Club Holdings Inc 6,695658.9K $
955Schwab Short-Term U.S. Treasury ETF 27,134658.5K $
956FirstCash Holdings Inc 3,503658.5K $
957Lennox International Inc 1,417657.8K $
958VanEck J. P. Morgan EM Local Currency Bond ETF 26,173657.2K $
959International Paper Co 18,370655.8K $
960SPX Technologies Inc 3,280655.8K $
961Best Buy Co Inc 10,204655.1K $
962Gulfport Energy Corp 3,095654.8K $
963iShares GNMA Bond ETF 14,715652.3K $
964PVH Corp 9,312649.6K $
965Super Micro Computer Inc 28,204642.2K $
966FactSet Research Systems Inc 2,959642.1K $
967Humana Inc 3,698641.1K $
968Webster Financial Corp 9,233641K $
969W R Berkley Corp 9,644639.2K $
970Ishares S&p 100 Etf 2,008638.8K $
971Neurocrine Biosciences Inc 4,849638.8K $
972TFS Financial Corp 45,418638.1K $
973Littelfuse Inc 1,879637.7K $
974First Citizens BancShares Inc/NC 337635.3K $
975ROBLOX Corp 11,207633.8K $
976Bath & Body Works Inc 33,934633.5K $
977Telefonica Brasil SA 39,773632.8K $
978Sea Ltd 7,635632.2K $
979Cognex Corp 12,879630.9K $
980Henry Schein Inc 8,536629.1K $
981Cooper Cos Inc/The 8,782627.9K $
982Regency Centers Corp 8,261625K $
983ONE Gas Inc 7,252624.6K $
984Liberty Energy Inc 21,664623.9K $
985Nice Ltd 5,655623.5K $
986SOUTHSTATE BANK CORP 6,736623.2K $
987Liberty Media Corp-Liberty Formula One 7,293620.1K $
988Expand Energy Corp 5,643619.5K $
989Vanguard Financials ETF 5,116618K $
990A O Smith Corp 9,369617.8K $
991Travel + Leisure Co 8,914616.8K $
992State Street SPDR Bloomberg Short Term High Yield Bond ETF 24,667616.2K $
993Sprouts Farmers Market Inc 7,982615.7K $
994Futu Holdings Ltd 4,482613K $
995Princeton Bancorp Inc 18,110611.6K $
996Lloyds Banking Group PLC 121,470611K $
997Ensign Group Inc/The 3,032611K $
998Assurant Inc 2,800609.9K $
999Nexstar Media Group Inc 3,360607.6K $
1,000IDACORP Inc 4,248607.3K $