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
IRT
Independence Realty Trust, Inc.

Real Estate
240
+ 0.97%
$18.23 - $21.8 $4.38K - $5.23K
25K $531K
HSY
Hershey CO

Consumer Defensive
181
+ 3.4%
$144.74 - $186.36 $26.2K - $33.7K
5.51K $942K
RMBS
Rambus Inc

Technology
808
+ 19.09%
$51.55 - $68.59 $41.7K - $55.4K
5.04K $261K
FDVV
Fidelity High Dividend ETF

ETFs
857
+ 5.76%
$48.86 - $52.28 $41.9K - $44.8K
15.7K $781K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1.12K
+ 4.91%
$44.81 - $46.22 $50K - $51.5K
23.8K $1.07M
DPZ
Dominos Pizza Inc

Consumer Cyclical
3
+ 0.32%
$402.33 - $489.71 $1.21K - $1.47K
929 $426K
PNW
Pinnacle West Capital Corp

Utilities
29
+ 0.89%
$81.76 - $95.25 $2.37K - $2.76K
3.29K $313K
PFG
Principal Financial Group Inc

Financial Services
54
+ 1.17%
$76.34 - $89.04 $4.12K - $4.81K
4.68K $395K
SPG
Simon Property Group Inc

Real Estate
437
+ 7.52%
$159.48 - $187.78 $69.7K - $82.1K
6.25K $1.04M
PTEN
Patterson Uti Energy Inc

Energy
4.69K
+ 14.72%
$7.15 - $9.45 $33.5K - $44.3K
36.6K $300K
MCO
Moodys Corp

Financial Services
133
+ 3.64%
$437.8 - $527.48 $58.2K - $70.2K
3.78K $1.76M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
477
+ 22.26%
$92.51 - $102.81 $44.1K - $49K
2.62K $242K
MTZ
Mastec Inc

Industrials
565
+ 33.47%
$108.66 - $160.79 $61.4K - $90.8K
2.25K $262K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
730
+ 1.39%
$49.78 - $53.19 $36.3K - $38.8K
53.4K $2.73M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
393
+ 8.31%
$175.5 - $209.86 $69K - $82.5K
5.12K $928K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
621
+ 14.03%
$44.72 - $46.25 $27.8K - $28.7K
5.05K $232K
AB
Alliancebernstein Holding L.P.

Financial Services
218
+ 1.09%
$35.0 - $40.73 $7.63K - $8.88K
20.1K $771K
IJK
Ishares S&P Midcap 400 Growth

ETFs
630
+ 22.72%
$81.62 - $96.63 $51.4K - $60.9K
3.4K $283K
LYV
Live Nation Entertainment, Inc.

Communication Services
207
+ 7.89%
$115.79 - $154.66 $24K - $32K
2.83K $369K
LPLA
Lpl Financial Holdings Inc.

Financial Services
88
+ 7.08%
$308.87 - $383.33 $27.2K - $33.7K
1.33K $435K
NTR
Nutrien Ltd.

Basic Materials
35
+ 0.63%
$45.28 - $53.84 $1.58K - $1.88K
5.62K $279K
PDN
Invesco Fd Tr

ETFs
90
+ 0.64%
$31.2 - $34.9 $2.81K - $3.14K
14K $470K
COF
Capital One Financial Corp

Financial Services
115
+ 1.55%
$163.87 - $209.82 $18.8K - $24.1K
7.55K $1.35M
DOCS
Doximity, Inc.

Healthcare
63
+ 1.19%
$49.71 - $83.14 $3.13K - $5.24K
5.35K $310K
CSQ
Calamos Strategic Total Return Fund

Financial Services
3.33K
+ 19.28%
$15.97 - $18.5 $53.1K - $61.5K
20.6K $332K
HDSN
Hudson Technologies Inc

Basic Materials
3.23K
+ 24.25%
$5.47 - $6.34 $17.6K - $20.4K
16.5K $101K
K
Kellogg CO

Consumer Defensive
132
+ 1.28%
$81.06 - $82.9 $10.7K - $10.9K
10.4K $859K
EBR
Brazilian Electric Power CO

Utilities
387
+ 2.28%
$5.56 - $7.41 $2.15K - $2.87K
17.4K $123K
ITW
Illinois Tool Works Inc

Industrials
267
+ 3.57%
$244.9 - $274.48 $65.4K - $73.3K
7.75K $1.92M
CPNG
Coupang, Inc.

Consumer Cyclical
1.28K
+ 1.91%
$21.34 - $25.52 $27.2K - $32.6K
68.1K $1.49M
POST
Post Holdings, Inc.

Consumer Defensive
133
+ 2.76%
$104.57 - $116.92 $13.9K - $15.6K
4.96K $577K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.59K
+ 2.59%
$9.47 - $11.46 $15K - $18.2K
63K $675K
JLL
Jones Lang Lasalle Inc

Real Estate
123
+ 9.27%
$238.0 - $284.76 $29.3K - $35K
1.45K $359K
ICF
Ishares Tr

ETFs
254
+ 4.59%
$57.98 - $63.8 $14.7K - $16.2K
5.79K $356K
DHS
Wisdomtree Tr U.S

ETFs
13
+ 0.36%
$91.55 - $99.74 $1.19K - $1.3K
3.6K $357K
MTH
Meritage Homes Corp

Consumer Cyclical
2.25K
+ 136.0%
$69.41 - $152.01 $156K - $342K
3.9K $276K
VALE
Vale S.A.

Basic Materials
343
+ 2.06%
$8.5 - $10.19 $2.92K - $3.5K
17K $169K
PHI
Pldt Inc.

Communication Services
1.11K
+ 9.53%
$21.87 - $25.01 $24.2K - $27.7K
12.7K $278K
PAYC
Paycom Software, Inc.

Technology
19
+ 1.52%
$199.42 - $225.82 $3.79K - $4.29K
1.27K $276K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
84
+ 3.23%
$408.78 - $448.82 $34.3K - $37.7K
2.68K $1.13M
LECO
Lincoln Electric Holdings Inc

Industrials
77
+ 2.39%
$180.51 - $216.81 $13.9K - $16.7K
3.29K $622K
VIAV
Viavi Solutions Inc.

Technology
515
+ 4.43%
$9.71 - $12.8 $5K - $6.59K
12.1K $135K
GRFS
Grifols Sa

Healthcare
3.4K
+ 14.89%
$6.62 - $8.71 $22.5K - $29.6K
26.2K $186K
UDR
Udr, Inc.

Real Estate
77
+ 1.0%
$40.09 - $46.04 $3.09K - $3.55K
7.75K $350K
HMC
Honda Motor CO LTD

Consumer Cyclical
1.63K
+ 8.44%
$26.9 - $30.41 $43.9K - $49.6K
21K $568K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
1K
+ 5.12%
$3.88 - $4.37 $3.88K - $4.37K
20.5K $89K
BURL
Burlington Stores, Inc.

Consumer Cyclical
488
+ 22.62%
$228.41 - $293.71 $111K - $143K
2.65K $630K
AXON
Axon Enterprise, Inc.

Industrials
408
+ 14.08%
$496.65 - $710.01 $203K - $290K
3.31K $1.74M
CACI
Caci International Inc

Technology
36
+ 3.02%
N/A
1.23K $525K
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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