Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEQUOIA FINANCIAL ADVISORS LLC | 04-30-2024 | 03-31-2024 | 1164 | 8,042,264,606 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. MED DVC ETF | 301 | $2,540,508 | 43,361 | 0.00 | 0.00 | -9,398 | -17.81 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 302 | $2,537,760 | 4 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| F5 INC | COM | 303 | $2,467,863 | 13,017 | 0.00 | 0.00 | 10,095 | 345.48 | 03-31-2024 |
| PHILIP MORRIS INTL INC | COM | 304 | $2,456,658 | 26,798 | 0.00 | 0.00 | 10,223 | 61.68 | 03-31-2024 |
