Sequoia Financial Advisors, LLC Purchases in Q1 2025

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DSTL
ETF Ser Solution Distillate Us

ETFs
5.26M
New
$53.28 - $57.28 $280M - $301M
5.26M $285M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.97M
+ 1404.77%
$77.7 - $78.94 $230M - $234M
3.18M $251M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.23M
+ 690.06%
$76.94 - $78.28 $172M - $175M
2.56M $200M
DIHP
Dimensional ETF Tr Dimensional

ETFs
3.95M
+ 1084.11%
$25.1 - $27.85 $99.3M - $110M
4.32M $116M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.7M
New
$53.6 - $58.97 $91.1M - $100M
1.7M $93.1M
IXUS
Ishares Tr

ETFs
932K
+ 22.64%
$65.06 - $72.31 $60.7M - $67.4M
5.05M $353M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.74M
+ 185.73%
$25.35 - $27.46 $69.3M - $75.1M
4.21M $111M
AVUV
American Centy ETF Tr Avantis

ETFs
799K
+ 1118.45%
$84.95 - $100.62 $67.9M - $80.4M
870K $75.9M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
563K
New
$90.12 - $109.07 $50.7M - $61.4M
563K $54.4M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
1.49M
New
$29.06 - $32.62 $43.3M - $48.6M
1.49M $46.8M
VIG
Vanguard Dividend Appreciation

ETFs
172K
+ 838.66%
N/A
192K $35M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
708K
+ 50.34%
$40.79 - $42.32 $28.9M - $30M
2.11M $88.9M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
1.21M
New
$25.0 - $39.76 $30.1M - $47.9M
1.21M $30.1M
MUB
Ishares National Muni Bond ETF

ETFs
264K
+ 20.13%
$104.71 - $107.69 $27.7M - $28.5M
1.58M $166M
VNQ
Vanguard Specialized Funds Van

ETFs
287K
+ 234.98%
$85.55 - $94.34 $24.6M - $27.1M
409K $37.1M
VEA
Vanguard Ftse Developed Market

ETFs
461K
+ 73.59%
$47.4 - $52.99 $21.9M - $24.4M
1.09M $55.3M
WD
Walker & Dunlop, Inc.

Financial Services
262K
New
$82.09 - $96.76 $21.5M - $25.3M
262K $22.4M
GS
Goldman Sachs Group Inc

Financial Services
44.2K
+ 53.82%
$524.81 - $672.19 $23.2M - $29.7M
126K $69.1M
VTI
Vanguard Total Stock Market Et

ETFs
250K
+ 7.78%
$271.18 - $303.12 $67.7M - $75.7M
3.46M $951M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
203K
+ 42.27%
$100.34 - $100.68 $20.3M - $20.4M
682K $68.7M
MTN
Vail Resorts Inc

Consumer Cyclical
127K
New
$153.58 - $184.72 $19.5M - $23.5M
127K $20.3M
SHW
Sherwin Williams CO

Basic Materials
53.8K
+ 54.4%
$330.16 - $365.55 $17.8M - $19.7M
153K $53.3M
LLY
Eli Lilly & CO

Healthcare
16.1K
+ 15.78%
$725.72 - $929.72 $11.7M - $14.9M
118K $97.3M
JPIE
J P Morgan Exchange Traded Fd
377K
+ 21.18%
$45.46 - $46.18 $17.2M - $17.4M
2.16M $99.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
316K
+ 159.64%
$57.21 - $65.8 $18.1M - $20.8M
514K $30M
AJG
Arthur J. Gallagher & Co.

Financial Services
36.1K
+ 44.76%
$275.89 - $345.24 $9.96M - $12.5M
117K $40.3M
VGSH
Vanguard

ETFs
291K
+ 1336.33%
$58.07 - $58.69 $16.9M - $17.1M
313K $18.4M
DFAU
Dimensional ETF Tr

ETFs
683K
+ 13.82%
$37.84 - $42.29 $25.9M - $28.9M
5.63M $216M
JPM
Jpmorgan Chase & CO

Financial Services
56.1K
+ 19.18%
$225.19 - $279.95 $12.6M - $15.7M
349K $85.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
655K
+ 132.75%
$24.91 - $29.02 $16.3M - $19M
1.15M $28.8M
PWR
Quanta Services, Inc.

Industrials
60.2K
+ 1068.4%
$236.71 - $358.03 $14.2M - $21.5M
65.8K $16.7M
DD
Du Pont De Nemours, Inc.

Basic Materials
197K
+ 334.44%
$72.7 - $84.32 $14.3M - $16.6M
256K $19.1M
XLY
Select Sector Spdr Consumer Di

ETFs
73.8K
+ 1976.95%
$192.6 - $233.2 $14.2M - $17.2M
77.5K $15.3M
MS
Morgan Stanley

Financial Services
128K
+ 212.22%
$111.68 - $141.08 $14.3M - $18M
188K $21.9M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
39.9K
+ 30.6%
$208.48 - $244.03 $8.32M - $9.74M
170K $41.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
153K
+ 25.55%
$79.17 - $82.04 $12.1M - $12.6M
754K $61.6M
UNH
Unitedhealth Group Inc

Healthcare
23.1K
+ 79.36%
$461.52 - $548.18 $10.7M - $12.7M
52.3K $27.4M
DFAI
Dimensional ETF Tr

ETFs
238K
+ 14.81%
$28.88 - $32.4 $6.87M - $7.7M
1.84M $57.5M
RTX
Raytheon Technologies Corp

Industrials
12.4K
+ 2.32%
$114.1 - $135.66 $1.41M - $1.68M
545K $72.2M
HUBB
Hubbell Inc

Industrials
29.1K
+ 465.27%
$330.91 - $456.86 $9.62M - $13.3M
35.3K $11.7M
AMGN
Amgen Inc

Healthcare
5.23K
+ 3.63%
$258.59 - $327.36 $1.35M - $1.71M
149K $46.4M
CHDN
Churchill Downs Inc

Consumer Cyclical
78.1K
New
$106.5 - $132.91 $8.32M - $10.4M
78.1K $8.68M
V
Visa Inc.

Financial Services
3.18K
+ 1.46%
$306.92 - $362.71 $975K - $1.15M
220K $77.2M
TJX
Tjx Companies Inc

Consumer Cyclical
64.6K
+ 48.02%
$112.81 - $126.16 $7.28M - $8.15M
199K $24.2M
BX
Blackstone Inc.

Financial Services
77.4K
+ 84.02%
$136.53 - $186.74 $10.6M - $14.5M
170K $23.7M
DFAT
Dimensional ETF Tr U S Target

ETFs
216K
+ 27.11%
$50.44 - $58.1 $10.9M - $12.6M
1.01M $52.2M
VV
Vanguard Large Cap ETF

ETFs
31.5K
+ 138.19%
$253.32 - $282.66 $7.97M - $8.9M
54.3K $13.9M
ACN
Accenture PLC

Technology
27.6K
+ 124.86%
$300.91 - $398.25 $8.3M - $11M
49.7K $15.5M
HD
Home Depot, Inc.

Consumer Cyclical
28.3K
+ 22.15%
$347.25 - $424.87 $9.83M - $12M
156K $57.2M
Activity Summary
Buys All Purchases 785 New Holdings 129 Increased Positions 656 Sells All Sells 511 Reductions 511 Sold out 0 Options Calls 6 Puts 7
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