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
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.42K
+ 10.38%
$131.66 - $144.0 $187K - $204K
15.1K $1.99M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
163
+ 1.16%
$43.37 - $51.46 $7.07K - $8.39K
14.2K $682K
BCS
Barclays PLC

Financial Services
1.23K
+ 4.08%
$11.65 - $13.67 $14.3K - $16.8K
31.4K $417K
VO
Vanguard Mid Cap ETF

ETFs
183
+ 2.62%
$261.5 - $284.63 $47.9K - $52.1K
7.17K $1.89M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
190
+ 15.89%
$198.04 - $221.51 $37.6K - $42.1K
1.39K $291K
K
Kellogg CO

Consumer Defensive
580
+ 5.97%
$80.34 - $81.29 $46.6K - $47.1K
10.3K $833K
DDS
Dillard'S, Inc.

Consumer Cyclical
5
+ 0.5%
$357.11 - $465.97 $1.79K - $2.33K
1.01K $436K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.42K
+ 4.51%
$40.15 - $42.9 $57.1K - $61K
33K $1.33M
PSO
Pearson PLC

Communication Services
941
+ 7.24%
$13.3 - $16.28 $12.5K - $15.3K
13.9K $224K
TFC
Truist Financial Corp

Financial Services
616
+ 1.79%
$41.51 - $48.1 $25.6K - $29.6K
35.1K $1.52M
WDS
Woodside Energy Group LTD

Energy
4.67K
+ 30.89%
$14.38 - $18.32 $67.1K - $85.5K
19.8K $307K
RY
Royal Bank Of Canada

Financial Services
889
+ 6.22%
$119.72 - $128.02 $106K - $114K
15.2K $1.83M
BALL
Ball Corp

Consumer Cyclical
1.61K
+ 49.17%
$54.84 - $67.94 $88.1K - $109K
4.87K $267K
IAUX
I 80 Gold Corp.
93.8K
New
$0.35 - $1.19 $32.8K - $112K
93.8K $46K
GVI
Ishares Tr

ETFs
2.16K
+ 3.44%
$103.89 - $107.05 $225K - $231K
65K $6.77M
TDY
Teledyne Technologies Inc

Technology
47
+ 5.37%
$436.59 - $489.24 $20.5K - $23K
923 $428K
GRAB
Grab Holdings LTD

Technology
1.19K
+ 2.83%
$3.6 - $5.67 $4.3K - $6.77K
43.4K $204K
TNGX
Tango Therapeutics, Inc.

Healthcare
14.6K
New
$2.79 - $7.46 $40.8K - $109K
14.6K $45K
STX
Seagate Technology Holdings PLC

Technology
1.22K
+ 47.46%
$86.31 - $112.64 $105K - $137K
3.78K $325K
RIG
Transocean Ltd.

Energy
11.8K
New
$3.47 - $4.67 $40.9K - $55K
11.8K $44K
SID
National Steel CO

Basic Materials
40.5K
+ 256.14%
$1.44 - $2.47 $58.3K - $100K
56.3K $81K
IBB
Ishares Biotechnology ETF

ETFs
597
+ 22.89%
$131.21 - $148.85 $78.3K - $88.9K
3.21K $423K
CMPX
Compass Therapeutics, Inc.

Healthcare
30.9K
New
$1.35 - $1.98 $41.7K - $61.1K
30.9K $44K
FIS
Fidelity National Information Services, Inc.

Technology
804
+ 11.09%
$80.14 - $90.95 $64.4K - $73.1K
8.05K $650K
MGA
Magna International Inc

Consumer Cyclical
935
+ 17.43%
$39.47 - $46.46 $36.9K - $43.4K
6.3K $263K
VRSN
Verisign Inc

Technology
48
+ 2.51%
$176.68 - $206.96 $8.48K - $9.93K
1.96K $405K
SSO
Proshares Ultra S&P 500

ETFs
241
+ 2.96%
$87.92 - $99.73 $21.2K - $24K
8.38K $775K
TNL
Travel & Leisure Co.

Consumer Cyclical
152
+ 1.9%
$45.26 - $56.28 $6.88K - $8.55K
8.14K $410K
UTHR
United Therapeutics Corp

Healthcare
130
+ 17.98%
$348.66 - $410.0 $45.3K - $53.3K
853 $300K
NAT
Nordic American Tankers LTD

Industrials
10.2K
New
N/A
10.2K $40K
GMAB
Genmab A/S

Healthcare
4.84K
+ 27.84%
$20.02 - $24.15 $96.8K - $117K
22.2K $463K
SLF
Sun Life Financial Inc

Financial Services
434
+ 4.03%
$55.43 - $62.69 $24.1K - $27.2K
11.2K $665K
ITT
Itt Inc.

Industrials
1.46K
+ 5.71%
$140.12 - $159.62 $205K - $233K
27.1K $3.87M
INCY
Incyte Corp

Healthcare
395
+ 8.73%
$65.08 - $83.38 $25.7K - $32.9K
4.92K $339K
PPL
Ppl Corp

Utilities
1.4K
+ 13.42%
$31.47 - $35.0 $44K - $49K
11.8K $383K
UGP
Ultrapar Holdings Inc

Energy
20.5K
+ 171.39%
$2.57 - $3.95 $52.7K - $81K
32.5K $85K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.73K
+ 10.79%
$17.65 - $18.18 $48.1K - $49.6K
28K $495K
KMX
Carmax Inc

Consumer Cyclical
307
+ 10.64%
$71.11 - $87.2 $21.8K - $26.8K
3.19K $260K
NOK
Nokia Corp

Technology
5.14K
+ 1.9%
$4.13 - $4.95 $21.2K - $25.4K
276K $1.22M
PRVA
Privia Health Group, Inc.

Healthcare
95
+ 0.36%
$16.82 - $22.8 $1.6K - $2.17K
26.3K $514K
ASC
Ardmore Shipping Corp

Industrials
11.5K
+ 66.23%
$11.09 - $18.59 $128K - $214K
28.9K $351K
SYY
Sysco Corp

Consumer Defensive
899
+ 4.44%
$73.63 - $81.77 $66.2K - $73.5K
21.2K $1.62M
ALT
Altimmune, Inc.

Healthcare
3.5K
+ 34.47%
$6.02 - $9.85 $21.1K - $34.5K
13.7K $98K
GPI
Group 1 Automotive Inc

Consumer Cyclical
1
+ 0.11%
$344.56 - $435.0 $345 - $435
931 $392K
INTC
Intel Corp

Technology
14K
+ 19.47%
$19.07 - $26.23 $266K - $366K
85.7K $1.72M
SPGI
S&P Global Inc.

Financial Services
279
+ 5.0%
$480.36 - $529.17 $134K - $148K
5.86K $2.92M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
576
+ 7.93%
$46.48 - $51.32 $26.8K - $29.6K
7.84K $377K
MGM
Mgm Resorts International

Consumer Cyclical
7.49K
+ 14.85%
$33.44 - $41.99 $250K - $314K
57.9K $2.01M
GSAT
Globalstar, Inc.

Communication Services
17.1K
New
$1.03 - $2.29 $17.6K - $39.1K
17.1K $35K
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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