Sequoia Financial Advisors, LLC Purchases in Q4 2024

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGX
Quest Diagnostics Inc

Healthcare
941
+ 5.03%
N/A
19.7K $2.69M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
11.6K
+ 44.24%
$13.01 - $14.43 $151K - $168K
37.9K $502K
FANG
Diamondback Energy, Inc.

Energy
1.11K
+ 17.68%
$153.06 - $199.5 $170K - $221K
7.37K $1.21M
CSX
Csx Corp

Industrials
11.9K
+ 10.41%
$31.58 - $36.88 $377K - $440K
126K $4.08M
VRSK
Verisk Analytics, Inc.

Industrials
408
+ 21.79%
$262.86 - $294.75 $107K - $120K
2.28K $627K
AGCO
Agco Corp

Industrials
1.46K
+ 57.93%
$89.46 - $101.89 $131K - $149K
3.99K $373K
AMCR
Amcor PLC

Consumer Cyclical
13.3K
New
$9.34 - $11.37 $124K - $151K
13.3K $125K
WTRG
Essential Utilities, Inc.

Utilities
5.15K
+ 18.79%
$36.18 - $40.55 $186K - $209K
32.6K $1.18M
CSAN
Cosan S.A.

Energy
23K
New
$5.37 - $9.88 $123K - $227K
23K $124K
HFRO
Highland Income Fund\Ma

Financial Services
24K
New
$5.16 - $6.21 $124K - $149K
24K $124K
TSN
Tyson Foods, Inc.

Consumer Defensive
2.39K
+ 35.34%
$57.14 - $64.54 $137K - $154K
9.15K $525K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
933
+ 2.31%
$69.3 - $74.3 $64.7K - $69.3K
41.3K $2.95M
HWM
Howmet Aerospace Inc.

Industrials
786
+ 19.9%
$99.72 - $120.09 $78.4K - $94.4K
4.74K $517K
ILMN
Illumina, Inc.

Healthcare
789
+ 15.96%
$128.99 - $155.15 $102K - $122K
5.73K $766K
WIT
Wipro LTD

Technology
192K
+ 101.04%
$3.54 - $7.24 $679K - $1.39M
381K $1.35M
ALLE
Allegion PLC

Industrials
1.08K
+ 78.58%
$130.63 - $153.36 $141K - $166K
2.46K $321K
ADSK
Autodesk, Inc.

Technology
488
+ 14.09%
N/A
3.95K $971K
ALK
Alaska Air Group, Inc.

Industrials
332
+ 6.58%
$42.48 - $67.6 $14.1K - $22.4K
5.38K $348K
PFG
Principal Financial Group Inc

Financial Services
1.82K
+ 64.65%
$74.91 - $91.26 $136K - $166K
4.63K $358K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.94K
+ 16.65%
$107.06 - $123.74 $208K - $240K
13.6K $1.49M
PTEN
Patterson Uti Energy Inc

Energy
12.3K
+ 63.03%
$7.26 - $8.7 $89.5K - $107K
31.9K $263K
WST
West Pharmaceutical Services Inc

Healthcare
260
+ 24.21%
$285.69 - $344.0 $74.3K - $89.4K
1.33K $436K
KEY
Keycorp

Financial Services
5.23K
+ 8.65%
$16.21 - $19.97 $84.8K - $104K
65.7K $1.13M
GPOR
Gulfport Energy Corp

Energy
244
+ 12.35%
$137.59 - $184.2 $33.6K - $44.9K
2.22K $408K
PKG
Packaging Corp Of America

Consumer Cyclical
421
+ 28.88%
$211.98 - $248.85 $89.2K - $105K
1.88K $423K
STT
State Street Corp

Financial Services
751
+ 21.18%
$85.96 - $100.78 $64.6K - $75.7K
4.3K $421K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
12.3K
New
$4.34 - $10.57 $53.5K - $130K
12.3K $107K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
32
+ 1.57%
$1146.59 - $1270.6 $36.7K - $40.7K
2.07K $2.45M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.2K
+ 24.05%
$91.29 - $91.8 $109K - $110K
6.18K $564K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
3.14K
+ 30.18%
$56.27 - $69.89 $177K - $220K
13.6K $769K
MFG
Mizuho Financial Group Inc

Financial Services
7.41K
+ 7.69%
$4.05 - $5.26 $30K - $39K
104K $507K
NU
Nu Holdings Ltd.

Financial Services
14.1K
+ 111.44%
$10.24 - $15.89 $144K - $223K
26.7K $276K
RF
Regions Financial Corp

Financial Services
4.23K
+ 20.89%
$22.45 - $27.47 $95K - $116K
24.5K $576K
TECH
Bio Techne Corp

Healthcare
1.74K
+ 63.67%
$66.37 - $78.17 $115K - $136K
4.46K $321K
L
Loews Corp

Financial Services
969
+ 27.98%
$76.49 - $87.05 $74.1K - $84.4K
4.43K $375K
ABC
Amerisourcebergen Corp

Healthcare
544
+ 8.21%
N/A
7.17K $1.33M
PEAK
Healthpeak Properties, Inc.

Real Estate
5.33K
+ 7.12%
N/A
80.1K $1.52M
ANSS
Ansys Inc

Technology
212
+ 14.1%
$313.05 - $361.45 $66.4K - $76.6K
1.72K $578K
STLD
Steel Dynamics Inc

Basic Materials
1.02K
+ 21.77%
N/A
5.71K $560K
LVS
Las Vegas Sands Corp

Consumer Cyclical
1.84K
+ 40.85%
$47.96 - $55.17 $88.2K - $101K
6.34K $325K
NVT
N Vent Electric PLC

Industrials
2.79K
+ 6.34%
$67.69 - $79.19 $189K - $221K
46.9K $3.19M
AFL
Aflac Inc

Financial Services
2.07K
+ 14.85%
$100.37 - $115.27 $208K - $239K
16K $1.66M
ETR
Entergy Corp

Utilities
2.97K
+ 129.04%
$73.19 - $156.4 $217K - $464K
5.27K $399K
NRG
Nrg Energy, Inc.

Utilities
1.09K
+ 33.39%
$85.3 - $101.61 $93.3K - $111K
4.37K $394K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
4.74K
+ 9.98%
N/A
52.2K $1.06M
SSRM
Ssr Mining Inc.

Basic Materials
13.8K
New
$5.28 - $8.12 $72.7K - $112K
13.8K $95K
AIG
American International Group, Inc.

Financial Services
1.43K
+ 7.05%
$70.0 - $79.22 $100K - $114K
21.8K $1.58M
IEF
Ishares Barclays

ETFs
1.16K
+ 47.73%
$92.08 - $98.18 $107K - $114K
3.58K $331K
EXPE
Expedia Group, Inc.

Consumer Cyclical
9
+ 0.37%
$146.47 - $191.01 $1.32K - $1.72K
2.41K $449K
Activity Summary
Buys All Purchases 987 New Holdings 150 Increased Positions 837 Sells All Sells 300 Reductions 300 Sold out 0 Options Calls 6 Puts 5
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