Sequoia Financial Advisors, LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Sequoia Financial Advisors, LLC opened 295 positions, added to 702, reduced 488, sold out of 65 and left 22 unchanged. The largest increase in value was NVDA (+$100,137,926); the largest decrease was WYNN (-$81,829,678).
- STRZ: Country of operation United States; Class COM; Shares 2026-03-31 10,688; Shares 2026-06-30 10,688.
- CEF: Country of operation Canada; Class PHYSICAL GOLD AN; Shares 2026-03-31 10,905; Shares 2026-06-30 10,905.
- LINK: Country of operation United States; Class COM NEW; Shares 2026-03-31 42,675; Shares 2026-06-30 42,675.
- FNWB: Country of operation United States; Class COM; Shares 2026-03-31 15,000; Shares 2026-06-30 15,000.
Two Form 13F-HR filings compared (SEC CIK 1599900): 2026-03-31 (filed 2026-04-30) and 2026-06-30 (filed 2026-07-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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