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
VOX
Vanguard Communication Service

ETFs
18
+ 1.33%
$147.73 - $169.24 $2.66K - $3.05K
1.37K $202K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
191
+ 5.51%
$89.18 - $104.04 $17K - $19.9K
3.66K $334K
CMF
Ishares California Muni Bond E

ETFs
7
+ 0.08%
$55.93 - $57.47 $392 - $402
9.08K $511K
FVAL
Fidelity Covington Tr Value Fa

ETFs
27
+ 0.46%
$58.79 - $65.0 $1.59K - $1.76K
5.92K $353K
MUSA
Murphy Usa Inc.

Consumer Cyclical
12
+ 2.58%
$435.02 - $515.95 $5.22K - $6.19K
478 $224K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
1.11K
+ 2.07%
$5.83 - $7.58 $6.49K - $8.44K
55K $341K
DOV
Dover Corp

Industrials
139
+ 4.89%
$174.65 - $206.43 $24.3K - $28.7K
2.98K $523K
CALM
Cal Maine Foods Inc

Consumer Defensive
191
+ 8.23%
$80.87 - $115.8 $15.4K - $22.1K
2.51K $228K
KFS
Kingsway Financial Services Inc

Consumer Cyclical
34
+ 0.14%
$7.29 - $8.38 $248 - $285
23.6K $187K
VTRS
Viatris Inc

Healthcare
7.52K
+ 36.96%
$8.68 - $12.42 $65.3K - $93.4K
27.9K $242K
VTWV
Vanguard Russell 2000 Value Et

ETFs
82
+ 4.12%
$131.51 - $149.24 $10.8K - $12.2K
2.07K $275K
MTD
Mettler Toledo International Inc

Healthcare
11
+ 1.79%
$1177.09 - $1390.0 $12.9K - $15.3K
627 $740K
RJF
Raymond James Financial Inc

Financial Services
261
+ 8.79%
$137.62 - $172.64 $35.9K - $45.1K
3.23K $448K
WTBA
West Bancorporation Inc

Financial Services
270
+ 2.52%
$19.94 - $22.62 $5.38K - $6.11K
11K $218K
VXRT
Vaxart, Inc.

Healthcare
3.4K
+ 5.65%
$0.41 - $0.94 $1.39K - $3.2K
63.6K $26K
ITT
Itt Inc.

Industrials
2.77K
+ 10.22%
$128.71 - $153.88 $356K - $425K
29.8K $3.85M
XSMO
Invesco S&P Smallcap Momentum

ETFs
4.72K
+ 5.09%
$59.97 - $70.03 $283K - $330K
97.4K $6.11M
FRPH
Frp Holdings, Inc.

Real Estate
6
+ 0.07%
$27.55 - $31.52 $165 - $189
9.22K $263K
LCID
Lucid Group, Inc.

Consumer Cyclical
17.4K
+ 16.82%
$2.03 - $3.48 $35.3K - $60.4K
121K $291K
ET
Energy Transfer LP

Energy
1.56K
+ 3.23%
$17.26 - $21.08 $26.9K - $32.8K
49.9K $926K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
600
+ 2.8%
$7.39 - $9.09 $4.43K - $5.45K
22K $163K
TECK
Teck Resources LTD

Basic Materials
545
+ 5.56%
$36.43 - $43.86 $19.9K - $23.9K
10.4K $377K
SLF
Sun Life Financial Inc

Financial Services
44
+ 0.39%
$54.05 - $59.19 $2.38K - $2.6K
11.3K $644K
AEIS
Advanced Energy Industries Inc

Industrials
187
+ 9.43%
$94.8 - $131.54 $17.7K - $24.6K
2.17K $206K
MET
Metlife Inc

Financial Services
13
+ 0.09%
$77.7 - $87.0 $1.01K - $1.13K
14.9K $1.2M
KEY
Keycorp

Financial Services
3.15K
+ 4.79%
$15.15 - $18.3 $47.6K - $57.6K
68.9K $1.1M
BDN
Brandywine Realty Trust

Real Estate
260
+ 1.09%
$4.44 - $5.66 $1.15K - $1.47K
24.1K $107K
STT
State Street Corp

Financial Services
118
+ 2.75%
$84.47 - $102.23 $9.97K - $12.1K
4.41K $395K
UUUU
Energy Fuels Inc

Energy
534
+ 2.52%
$3.73 - $5.88 $1.99K - $3.14K
21.7K $81K
OC
Owens Corning

Industrials
127
+ 7.49%
$137.83 - $191.19 $17.5K - $24.3K
1.82K $260K
ARGX
Argenx Se

Healthcare
24
+ 1.33%
$571.0 - $671.75 $13.7K - $16.1K
1.83K $1.08M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
1.76K
+ 16.21%
$32.41 - $44.87 $57K - $78.9K
12.6K $409K
VNT
Vontier Corp

Technology
7.74K
+ 9.9%
$32.1 - $40.32 $249K - $312K
85.9K $2.82M
EXPE
Expedia Group, Inc.

Consumer Cyclical
96
+ 3.98%
$157.11 - $206.52 $15.1K - $19.8K
2.51K $421K
NG
Novagold Resources Inc

Basic Materials
1.93K
+ 2.32%
$2.92 - $3.57 $5.63K - $6.88K
84.9K $247K
PTC
Ptc Inc.

Technology
154
+ 8.28%
$153.3 - $193.48 $23.6K - $29.8K
2.01K $312K
ESI
Element Solutions Inc

Basic Materials
10.5K
+ 11.14%
$22.61 - $27.55 $236K - $288K
104K $2.36M
BLDR
Builders First Source, Inc.

Industrials
30
+ 1.53%
$122.8 - $173.51 $3.68K - $5.21K
1.99K $248K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
100
+ 0.97%
$37.84 - $44.02 $3.78K - $4.4K
10.4K $401K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
365
+ 3.15%
$120.24 - $134.3 $43.9K - $49K
11.9K $1.46M
IWN
Ishares Russell2000 Val ETF

ETFs
191
+ 3.77%
$149.27 - $169.4 $28.5K - $32.4K
5.25K $793K
SKYW
Skywest Inc

Industrials
43
+ 1.23%
$81.46 - $120.92 $3.5K - $5.2K
3.54K $309K
SOXX
Ishares Semiconductor ETF

ETFs
38
+ 2.16%
$188.17 - $235.81 $7.15K - $8.96K
1.8K $338K
JETS
ETF Ser Solutions U S Global J

ETFs
95
+ 0.99%
$20.77 - $26.81 $1.97K - $2.55K
9.66K $200K
PKG
Packaging Corp Of America

Consumer Cyclical
49
+ 2.61%
$192.03 - $242.13 $9.41K - $11.9K
1.93K $381K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
1.62K
+ 14.53%
$18.53 - $29.07 $29.9K - $47K
12.7K $241K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.13K
+ 7.91%
$168.84 - $202.89 $191K - $229K
15.4K $2.71M
CODI
Compass Diversified Holdings

Industrials
18
+ 0.16%
$18.67 - $22.9 $336 - $412
11K $206K
SPXC
Spx Corp

Industrials
59
+ 1.74%
$128.78 - $154.37 $7.6K - $9.11K
3.45K $443K
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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