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
DFSB
Dimensional ETF Tr Dimensional
13.7K
New
N/A
13.7K $0
Blackrock ETF Trust
36.2K
New
N/A
36.2K $0
DFSI
Dimensional ETF Tr Dimen Intl
31.2K
New
N/A
31.2K $0
Blackrock ETF Trust
24.2K
New
N/A
24.2K $0
Blackrock Inc
9.94K
+ 49.47%
N/A
30K $0
Thomson Reuters Corp
613
+ 22.11%
N/A
3.39K $0
DRS
Leonardo Drs, Inc.
10
+ 0.15%
N/A
6.8K $0
Solventum Corp
10K
+ 137.04%
N/A
17.3K $0
Linde PLC
413
+ 3.49%
N/A
12.2K $0
Blackrock ETF Trust Ii
297K
+ 19.68%
N/A
1.81M $0
Fortrea Hldgs Inc
174K
New
N/A
174K $0
Cellectar Biosciences Inc
189K
+ 1301.79%
N/A
203K $0
Fidelity Covington Trust
7
+ 0.08%
N/A
8.39K $0
Fidelity Covington Trust
7
+ 0.05%
N/A
14.1K $0
Blackrock ETF Trust Ii
9.7K
New
N/A
9.7K $0
HEIA
Heico Crp Cl A
1.21K
New
N/A
1.21K $0
Healthcare Rlty Tr
1.17K
+ 8.59%
N/A
14.8K $0
Rb Global Inc
46
+ 1.32%
N/A
3.53K $0
Gsk PLC
2.65K
+ 12.83%
N/A
23.3K $0
CX
Cemex Sab De Cv

Basic Materials
113
+ 0.89%
$5.36 - $6.78 $606 - $766
12.8K $71K
Grayscale Bitcoin Mini Tr Et
11.3K
New
N/A
11.3K $0
Graniteshares ETF Tr
12.5K
+ 49.41%
N/A
37.8K $0
Fidelity Wise Origin Bitcoin
257
+ 4.08%
N/A
6.56K $0
Pimco ETF Tr
570K
+ 19.1%
N/A
3.56M $0
Ge Vernova Inc
1.48K
+ 6.77%
N/A
23.3K $0
Ge Healthcare Technologies I
791
+ 5.52%
N/A
15.1K $0
AGCO
Agco Corp

Industrials
47
+ 1.18%
$88.82 - $106.69 $4.17K - $5.01K
4.04K $373K
Ftai Aviation LTD
1.11K
+ 6.3%
N/A
18.7K $0
America Movil Sab De Cv
4.15K
+ 38.38%
N/A
15K $0
American Healthcare Reit Inc
15.7K
New
N/A
15.7K $0
SFLR
Innovator Etfs Tr Equity Manag
23.5K
+ 69.29%
N/A
57.5K $0
Innovator Etfs Trust
10.2K
New
N/A
10.2K $0
Canadian Pacific Kansas City
448
+ 3.6%
N/A
12.9K $0
Aptiv PLC
1.01K
+ 26.84%
N/A
4.75K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
1.09K
+ 6.3%
N/A
18.5K $0
Arista Networks Inc
300
+ 1.1%
N/A
27.5K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
3
+ 0.04%
N/A
7.77K $0
FDS
Factset Research Systems Inc

Financial Services
58
+ 5.69%
$427.5 - $476.51 $24.8K - $27.6K
1.08K $489K
Atlassian Corporation
510
+ 24.3%
N/A
2.61K $0
Natwest Group PLC
1.19K
+ 3.93%
N/A
31.6K $0
BFB
Brown Forman Corp Cl B
6.66K
New
N/A
6.66K $0
IXN
Ishares Global Information Tec

ETFs
359
+ 11.55%
$75.73 - $88.4 $27.2K - $31.7K
3.47K $262K
TWLO
Twilio Inc

Communication Services
174
+ 9.23%
$94.9 - $148.35 $16.5K - $25.8K
2.06K $201K
ONB
Old National Bancorp

Financial Services
384
+ 2.0%
$20.11 - $24.45 $7.72K - $9.39K
19.6K $414K
NSIT
Insight Enterprises Inc

Technology
8
+ 0.5%
$149.36 - $174.13 $1.19K - $1.39K
1.6K $239K
ENTG
Entegris Inc

Technology
285
+ 11.48%
$87.48 - $109.53 $24.9K - $31.2K
2.77K $242K
AAON
Aaon, Inc.

Industrials
1.05K
+ 49.18%
$73.52 - $136.95 $77.5K - $144K
3.2K $249K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
224
+ 2.9%
$26.53 - $29.63 $5.94K - $6.64K
7.94K $213K
TFSL
Tfs Financial Corp

Financial Services
45
+ 0.15%
$12.02 - $13.88 $541 - $625
30.5K $377K
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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