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
501Wipro Ltd 1,014,5972.2M $
502CBRE Group Inc 15,8162.1M $
503iShares iBonds Dec 2027 Term C 88,2252.1M $
504iShares iBonds Dec 2026 Term C 88,2132.1M $
505Avantis US Equity ETF 19,2322.1M $
506iShares Trust 22,4012.1M $
507Sysco Corp 29,7832.1M $
508Becton Dickinson & Co 13,4442.1M $
509NNN REIT Inc 50,1052.1M $
510CoStar Group Inc 51,6882.1M $
511Old Dominion Freight Line Inc 10,5892.1M $
512Nordson Corp 7,7752.1M $
513Archer-Daniels-Midland Co 28,4072.1M $
514Fox Corp 34,9462M $
515iShares Russell 2000 Growth ETF 6,4752M $
516VanEck Gold Miners ETF/USA 21,9852M $
517Chunghwa Telecom Co Ltd 47,7252M $
518Nucor Corp 11,8662M $
519Eversource Energy 28,9522M $
520Southern Copper Corp 11,4902M $
521GSK PLC 35,6522M $
522Halliburton Co 50,3312M $
523Atmos Energy Corp 10,6182M $
524Schwab Long-Term U.S. Treasury ETF 62,3042M $
525Eni SpA 34,5882M $
526British American Tobacco PLC 33,4242M $
527KKR & Co Inc 21,0912M $
528Airbnb Inc 15,4391.9M $
529SP Funds S&P 500 Sharia Indust 40,3571.9M $
530Rayonier Inc 94,2311.9M $
531American International Group Inc 25,7741.9M $
532Elevance Health Inc 6,6251.9M $
533WesBanco Inc 56,1951.9M $
534RH INC 13,8331.9M $
535iShares iBonds Dec 2028 Term C 75,6171.9M $
536Invesco RAFI US 1000 ETF 40,2851.9M $
537iShares MSCI Emerging Markets Min Vol Factor ETF 29,0591.9M $
538iShares ESG Aware MSCI USA Small-Cap ETF 39,9421.9M $
539Hewlett Packard Enterprise Co 78,8721.9M $
540Republic Services Inc 8,5371.9M $
541Axon Enterprise Inc 4,3801.9M $
542United Microelectronics Corp 207,0531.9M $
543AMETEK Inc 8,6261.8M $
544Equinix Inc 1,8851.8M $
545PulteGroup Inc 15,6251.8M $
546PG&E Corp 104,5741.8M $
547Cboe Global Markets Inc 6,5231.8M $
548Takeda Pharmaceutical Co Ltd 98,9361.8M $
549Jones Lang LaSalle Inc 6,0171.8M $
550Biogen Inc 9,9531.8M $
551iShares MSCI International Value Factor ETF 45,9811.8M $
552Simon Property Group Inc 9,7781.8M $
553Hologic Inc 24,0291.8M $
554Tyson Foods Inc 28,3421.8M $
555Westinghouse Air Brake Technologies Corp 7,2321.8M $
556Pilgrim's Pride Corp 47,7181.8M $
557Ferguson Enterprises Inc 7,7171.8M $
558iShares MSCI Emerging Markets ETF 31,6821.8M $
559Central BanCo Inc 75,0001.8M $
560BlackRock ETF Trust II 34,6451.8M $
561Loews Corp 16,7701.8M $
562iShares Core S&P U.S. Growth ETF 11,5361.8M $
563Cloudflare Inc 8,6511.8M $
564M&T Bank Corp 8,6121.8M $
565J P Morgan Exchange Traded Fund Trust 31,3111.8M $
566Sanofi SA 36,7121.8M $
567Alliant Energy Corp 24,6051.8M $
568Federal Agricultural Mortgage Corp 11,8531.8M $
569Carrier Global Corp 31,0691.7M $
570Hershey Co/The 8,4141.7M $
571iShares MSCI EAFE Growth ETF 15,5751.7M $
572PACCAR Inc 15,0111.7M $
573Lincoln Electric Holdings Inc 6,9611.7M $
574EastGroup Properties Inc 9,3301.7M $
575United Airlines Holdings Inc 18,7101.7M $
576HDFC Bank Ltd 68,9461.7M $
577Microchip Technology Inc 26,5271.7M $
578Baker Hughes Co 27,8891.7M $
579AeroVironment Inc 9,2971.7M $
580Paychex Inc 18,4001.7M $
581MetLife Inc 23,8801.7M $
582ING Groep NV 64,7051.7M $
583RELX PLC 50,6621.7M $
584Ulta Beauty Inc 3,2031.7M $
585IQVIA Holdings Inc 9,8111.7M $
586iShares ESG Optimized MSCI USA ETF 12,6441.7M $
587Expedia Group Inc 7,2291.7M $
588Ovintiv Inc 28,1081.7M $
589Fortrea Holdings Inc 175,9171.7M $
590Ameren Corp 14,9481.6M $
591Gaming and Leisure Properties Inc 37,0141.6M $
592Snap-on Inc 4,5051.6M $
593National Grid PLC 19,3051.6M $
594Mizuho Financial Group Inc 205,5111.6M $
595Innovator Growth 100 Power Buffer ETF - July 22,6131.6M $
596QXO Inc 82,9241.6M $
597Ingredion Inc 14,2761.6M $
598Regions Financial Corp 61,2411.6M $
599Chipotle Mexican Grill Inc 49,8251.6M $
600SPDR INDEX SHARES FUNDS 25,6311.6M $