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
NMR
Nomura Holdings Inc

Financial Services
281
+ 0.86%
$5.56 - $6.98 $1.56K - $1.96K
32.8K $201K
BMO
Bank Of Montreal

Financial Services
196
+ 5.44%
$94.92 - $104.14 $18.6K - $20.4K
3.8K $362K
GPC
Genuine Parts CO

Consumer Cyclical
46
+ 1.4%
$115.91 - $129.02 $5.33K - $5.93K
3.34K $397K
ESS
Essex Property Trust, Inc.

Real Estate
46
+ 6.28%
N/A
778 $212K
EQR
Equity Residential

Real Estate
191
+ 6.25%
$66.98 - $75.02 $12.8K - $14.3K
3.25K $232K
AMCR
Amcor PLC

Consumer Cyclical
869
+ 6.53%
$9.33 - $10.39 $8.11K - $9.03K
14.2K $137K
ANSS
Ansys Inc

Technology
148
+ 8.62%
$316.56 - $360.36 $46.9K - $53.3K
1.86K $590K
IAUX
I 80 Gold Corp.
7.9K
+ 8.43%
$0.53 - $0.83 $4.19K - $6.56K
102K $58K
SKM
Sk Telecom CO LTD

Communication Services
373
+ 1.93%
$20.91 - $23.05 $7.8K - $8.6K
19.7K $419K
CFG
Citizens Financial Group Inc

Financial Services
1.84K
+ 8.03%
$39.73 - $48.36 $73K - $88.9K
24.7K $1.01M
GLW
Corning Inc

Technology
1.25K
+ 4.55%
$44.91 - $54.25 $56K - $67.7K
28.7K $1.31M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
428
+ 0.82%
N/A
52.7K $1.07M
CORP
Pimco Investment Grade Corp Bd

ETFs
52
+ 1.89%
$93.89 - $97.32 $4.88K - $5.06K
2.8K $270K
CYBR
Cyber Ark Software Ltd.

Technology
15
+ 1.98%
$312.8 - $414.31 $4.69K - $6.21K
771 $260K
STLD
Steel Dynamics Inc

Basic Materials
91
+ 1.59%
N/A
5.8K $569K
IP
International Paper CO

Consumer Cyclical
231
+ 2.64%
$49.38 - $60.09 $11.4K - $13.9K
8.99K $479K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
204
+ 2.47%
$65.27 - $71.18 $13.3K - $14.5K
8.46K $561K
NAT
Nordic American Tankers LTD

Industrials
1.64K
+ 16.02%
N/A
11.9K $47K
LANC
Lancaster Colony Corp

Consumer Defensive
12
+ 0.47%
$166.07 - $196.44 $1.99K - $2.36K
2.55K $446K
CARR
Carrier Global Corp

Industrials
1.4K
+ 8.29%
$62.07 - $70.55 $86.9K - $98.8K
18.3K $1.16M
ALLY
Ally Financial Inc.

Financial Services
144
+ 2.52%
$32.99 - $40.09 $4.75K - $5.77K
5.87K $213K
SNA
Snap On Inc

Industrials
24
+ 2.87%
$324.09 - $358.62 $7.78K - $8.61K
859 $289K
OXY
Occidental Petroleum Corp

Energy
161
+ 0.58%
$45.45 - $52.7 $7.32K - $8.48K
28.1K $1.39M
BAP
Credicorp LTD

Financial Services
13
+ 0.84%
$178.97 - $197.4 $2.33K - $2.57K
1.57K $291K
RPV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.04%
$89.33 - $95.17 $89.3 - $95.2
2.23K $206K
STX
Seagate Technology Holdings PLC

Technology
116
+ 3.07%
$84.92 - $108.42 $9.85K - $12.6K
3.89K $330K
BRBR
Bellring Brands, Inc.

Consumer Defensive
123
+ 2.82%
$65.4 - $79.39 $8.04K - $9.76K
4.48K $333K
CDW
Cdw Corp

Technology
1.6K
+ 8.72%
$160.26 - $206.13 $257K - $331K
20K $3.2M
GRAB
Grab Holdings LTD

Technology
2.58K
+ 5.95%
$4.12 - $5.34 $10.6K - $13.8K
45.9K $208K
KMPR
Kemper Corp

Financial Services
38
+ 1.16%
$62.81 - $69.5 $2.39K - $2.64K
3.3K $220K
NWSA
News Corp

Communication Services
214
+ 2.84%
$26.29 - $30.49 $5.63K - $6.52K
7.76K $211K
IWS
Ishares Russell Midcap Value E

ETFs
225
+ 3.02%
$122.59 - $135.24 $27.6K - $30.4K
7.67K $965K
JBL
Jabil Inc

Technology
244
+ 6.19%
$130.51 - $173.33 $31.8K - $42.3K
4.18K $569K
KMX
Carmax Inc

Consumer Cyclical
176
+ 5.52%
$69.25 - $89.19 $12.2K - $15.7K
3.37K $262K
CIG
Energy CO Of Minas Gerais

Utilities
803
+ 1.42%
$1.71 - $1.98 $1.37K - $1.59K
57.4K $101K
WDAY
Workday, Inc.

Technology
339
+ 10.62%
$233.53 - $277.82 $79.2K - $94.2K
3.53K $824K
Ishares Bitcoin Trust ETF
4.33K
+ 10.54%
N/A
45.4K $0
Brookfield Infrastructure CO
78.9K
New
N/A
78.9K $0
Brookfield Renewable Corp
66.1K
New
N/A
66.1K $0
Series Portfolios Tr
220
+ 1.91%
N/A
11.7K $0
Super Micro Computer Inc
5.8K
+ 43.19%
N/A
19.2K $0
Series Portfolios Tr
175
+ 1.49%
N/A
11.9K $0
DFSU
Dimensional ETF Tr Dimen Us Su
66.5K
New
N/A
66.5K $0
LGFB
Lions Gate Entmt Corp Cl B Non
1.93K
+ 2.66%
N/A
74.3K $0
HYGW
Ishares Tr High Yield Corporat
18.8K
New
N/A
18.8K $0
Labcorp Holdings Inc
8.27K
+ 6.09%
N/A
144K $0
Flutter Entmt PLC
53
+ 2.97%
N/A
1.84K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
15.1K
New
N/A
15.1K $0
Tko Group Holdings Inc
470K
New
N/A
470K $0
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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