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
ADM
Archer Daniels Midland CO

Consumer Defensive
2.18K
+ 26.68%
$49.38 - $59.52 $108K - $130K
10.4K $523K
MOH
Molina Healthcare, Inc.

Healthcare
337
+ 28.2%
$274.73 - $341.91 $92.6K - $115K
1.53K $445K
MAS
Masco Corp

Industrials
9.29K
+ 16.49%
$72.52 - $85.73 $673K - $796K
65.6K $4.76M
VFC
V F Corp

Consumer Cyclical
712
+ 5.74%
$16.7 - $22.59 $11.9K - $16.1K
13.1K $281K
KBH
Kb Home

Consumer Cyclical
2.74K
+ 37.4%
$65.58 - $85.3 $179K - $233K
10.1K $660K
HOPE
Hope Bancorp Inc

Financial Services
2.92K
+ 21.63%
$12.08 - $14.35 $35.3K - $41.9K
16.4K $201K
EHC
Encompass Health Corp

Healthcare
451
+ 21.44%
$92.35 - $103.77 $41.6K - $46.8K
2.56K $235K
SLV
I Shares Silver Trust

ETFs
2.68K
+ 14.48%
$26.33 - $31.74 $70.7K - $85.2K
21.2K $558K
FTDR
Frontdoor, Inc.

Consumer Cyclical
22
+ 0.47%
$46.71 - $59.54 $1.03K - $1.31K
4.7K $256K
MAA
Mid America Apartment Communities Inc.

Real Estate
239
+ 17.68%
$149.17 - $165.2 $35.7K - $39.5K
1.59K $245K
BP
Bp PLC

Energy
4.1K
+ 8.18%
$28.16 - $33.14 $115K - $136K
54.2K $1.6M
NKTX
Nkarta, Inc.

Healthcare
12.4K
New
$2.17 - $4.34 $27K - $53.9K
12.4K $30K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
53
+ 4.01%
$563.99 - $620.12 $29.9K - $32.9K
1.38K $783K
EBAY
Ebay Inc

Consumer Cyclical
1.21K
+ 8.55%
$57.51 - $67.17 $69.3K - $80.9K
15.3K $948K
PEG
Public Service Enterprise Group Inc

Utilities
1.44K
+ 7.23%
$81.87 - $94.51 $117K - $136K
21.3K $1.8M
DOV
Dover Corp

Industrials
208
+ 7.89%
$184.72 - $206.51 $38.4K - $43K
2.84K $533K
VDE
Vanguard Energy ETF

ETFs
263
+ 6.91%
$116.67 - $136.78 $30.7K - $36K
4.07K $493K
NAK
Northern Dynasty Minerals LTD

Basic Materials
7.9K
+ 9.07%
$0.31 - $0.58 $2.45K - $4.58K
95K $55K
MEDP
Medpace Holdings, Inc.

Healthcare
84
+ 10.53%
$308.93 - $363.58 $26K - $30.5K
882 $293K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
590
+ 6.05%
$41.09 - $45.94 $24.2K - $27.1K
10.3K $435K
SMPL
Simply Good Foods CO

Consumer Defensive
15
+ 0.24%
$32.46 - $40.01 $487 - $600
6.23K $242K
FTV
Fortive Corp

Technology
876
+ 8.91%
$71.16 - $79.68 $62.3K - $69.8K
10.7K $802K
SHEL
Shell PLC

Energy
2.74K
+ 6.09%
$60.63 - $70.23 $166K - $193K
47.8K $3M
NXST
Nexstar Media Group, Inc.

Communication Services
339
+ 8.84%
$157.01 - $188.5 $53.2K - $63.9K
4.17K $659K
PUMP
Pro Petro Holding Corp.

Energy
430
+ 3.35%
$6.58 - $9.67 $2.83K - $4.16K
13.2K $123K
CM
Canadian Imperial Bank Of Commerce

Financial Services
279
+ 7.54%
$59.58 - $67.31 $16.6K - $18.8K
3.98K $251K
SAVA
Cassava Sciences Inc

Healthcare
10.9K
New
$2.29 - $32.18 $24.9K - $350K
10.9K $25K
PNW
Pinnacle West Capital Corp

Utilities
412
+ 14.47%
$84.03 - $94.52 $34.6K - $38.9K
3.26K $276K
CVE
Cenovus Energy Inc.

Energy
3.32K
+ 19.94%
$14.35 - $18.36 $47.6K - $61K
20K $302K
LOGI
Logitech International S.A.

Technology
484
+ 21.12%
$77.08 - $91.82 $37.3K - $44.4K
2.78K $228K
DHS
Wisdomtree Tr U.S

ETFs
258
+ 7.74%
$92.66 - $100.58 $23.9K - $25.9K
3.59K $335K
VALE
Vale S.A.

Basic Materials
5.94K
+ 55.4%
$8.74 - $11.78 $51.9K - $70K
16.7K $147K
IHE
Ishares Tr

ETFs
550
+ 19.08%
$65.15 - $71.86 $35.8K - $39.5K
3.43K $225K
VTWV
Vanguard Russell 2000 Value Et

ETFs
186
+ 10.31%
$143.69 - $159.92 $26.7K - $29.7K
1.99K $287K
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.26K
+ 16.16%
$28.89 - $33.95 $65.3K - $76.8K
16.3K $472K
LBRT
Liberty Energy Inc.

Energy
319
+ 1.76%
$16.68 - $20.84 $5.32K - $6.65K
18.4K $365K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
991
+ 16.45%
$47.66 - $51.84 $47.2K - $51.4K
7.02K $335K
UDR
Udr, Inc.

Real Estate
779
+ 11.29%
$41.3 - $46.33 $32.2K - $36.1K
7.68K $333K
PPG
Ppg Industries Inc

Basic Materials
738
+ 14.04%
$119.09 - $131.37 $87.9K - $97K
6K $716K
EQR
Equity Residential

Real Estate
368
+ 13.7%
$69.12 - $77.48 $25.4K - $28.5K
3.06K $219K
CHD
Church & Dwight CO Inc

Consumer Defensive
177
+ 1.59%
$99.11 - $112.25 $17.5K - $19.9K
11.3K $1.18M
CTO
Cto Realty Growth, Inc.

Real Estate
226
+ 1.06%
$18.57 - $20.65 $4.2K - $4.67K
21.5K $422K
RPM
Rpm International Inc

Basic Materials
22
+ 0.29%
$120.09 - $140.26 $2.64K - $3.09K
7.66K $942K
REI
Ring Energy, Inc.

Energy
16.6K
+ 103.87%
$1.22 - $1.8 $20.2K - $29.8K
32.5K $44K
QLD
Proshares Ultra Qqq

ETFs
2
+ 0.08%
$97.85 - $120.25 $196 - $241
2.5K $270K
UEC
Uranium Energy Corp

Energy
668
+ 2.61%
$6.55 - $8.6 $4.38K - $5.74K
26.3K $176K
VXRT
Vaxart, Inc.

Healthcare
35.2K
+ 140.85%
$0.54 - $0.86 $19K - $30.3K
60.2K $39K
VGZ
Vista Gold Corp

Basic Materials
31K
New
$0.51 - $0.81 $15.8K - $25.1K
31K $17K
HBI
Hanesbrands Inc.

Consumer Cyclical
908
+ 7.52%
$6.91 - $8.91 $6.27K - $8.09K
13K $105K
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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