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
BIIB
Biogen Inc.

Healthcare
729
+ 31.74%
$146.47 - $191.55 $107K - $140K
3.03K $462K
BNS
Bank Of Nova Scotia

Financial Services
362
+ 8.93%
$51.5 - $57.02 $18.6K - $20.6K
4.42K $237K
VTR
Ventas, Inc.

Real Estate
661
+ 14.67%
$57.73 - $66.48 $38.2K - $43.9K
5.17K $304K
PPC
Pilgrims Pride Corp

Consumer Defensive
841
+ 2.47%
$43.57 - $53.82 $36.6K - $45.3K
34.8K $1.58M
LDOS
Leidos Holdings, Inc.

Technology
307
+ 20.04%
$143.17 - $201.39 $44K - $61.8K
1.84K $264K
TRP
Tc Energy Corp

Energy
526
+ 5.45%
$44.03 - $50.23 $23.2K - $26.4K
10.2K $473K
BAP
Credicorp LTD

Financial Services
63
+ 4.22%
$180.17 - $198.65 $11.4K - $12.5K
1.56K $285K
AER
Aer Cap Holdings N.V.

Industrials
84
+ 1.2%
$91.85 - $100.3 $7.72K - $8.43K
7.1K $679K
INFY
Infosys LTD

Technology
1.86K
+ 2.45%
$20.71 - $23.42 $38.5K - $43.6K
77.7K $1.7M
FLR
Fluor Corp

Industrials
48
+ 0.69%
$46.92 - $58.93 $2.25K - $2.83K
7.03K $346K
OC
Owens Corning

Industrials
133
+ 8.51%
$169.41 - $210.81 $22.5K - $28K
1.7K $288K
CENTA
Central Garden & Pet Company C

Consumer Defensive
26
+ 0.34%
$28.13 - $36.73 $731 - $955
7.57K $250K
VIAV
Viavi Solutions Inc.

Technology
20
+ 0.17%
$8.94 - $11.16 $179 - $223
11.6K $117K
ESE
Esco Technologies Inc

Technology
15
+ 0.65%
$120.68 - $151.38 $1.81K - $2.27K
2.32K $309K
USRT
Ishares Core U.S. Reit ETF

ETFs
515
+ 11.77%
$55.97 - $62.75 $28.8K - $32.3K
4.89K $280K
CODI
Compass Diversified Holdings

Industrials
19
+ 0.17%
$20.56 - $24.27 $391 - $461
11K $254K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.81K
+ 2.78%
$22.39 - $23.45 $40.5K - $42.4K
67K $1.54M
EPI
Wisdomtree Tr India Earnings F

ETFs
761
+ 16.33%
$45.09 - $50.08 $34.3K - $38.1K
5.42K $245K
HYLB
Xtrackers Usd High Yield Corp

ETFs
413
+ 7.47%
$35.95 - $36.76 $14.8K - $15.2K
5.94K $214K
FNDC
Schwab Fundamental Intl Small

ETFs
1.4K
+ 14.34%
$33.92 - $38.03 $47.4K - $53.1K
11.1K $380K
URI
United Rentals, Inc.

Industrials
213
+ 15.82%
$704.44 - $880.32 $150K - $188K
1.56K $1.1M
HOLX
Hologic Inc

Healthcare
1.08K
+ 14.62%
$70.76 - $83.72 $76.4K - $90.4K
8.47K $610K
SSB
South State Corp

Financial Services
3
+ 0.09%
$94.05 - $111.93 $282 - $336
3.22K $320K
CLDT
Chatham Lodging Trust

Real Estate
217
+ 1.55%
$7.8 - $9.88 $1.69K - $2.14K
14.3K $127K
ASRT
Assertio Holdings, Inc.

Healthcare
10.1K
New
$0.81 - $1.16 $8.15K - $11.7K
10.1K $8K
MPAA
Motorcar Parts America Inc

Consumer Cyclical
34
+ 0.09%
$5.22 - $8.38 $177 - $285
38.1K $289K
MDB
Mongo Db, Inc.

Technology
211
+ 18.89%
$232.81 - $350.13 $49.1K - $73.9K
1.33K $309K
XPEV
Xpeng Inc.

Consumer Cyclical
1.03K
+ 7.69%
$10.22 - $15.3 $10.5K - $15.7K
14.4K $170K
DNOW
Now Inc.

Energy
50
+ 0.06%
$11.65 - $15.23 $583 - $762
79.9K $1.04M
IR
Ingersoll Rand Inc.

Industrials
507
+ 9.92%
$90.46 - $105.35 $45.9K - $53.4K
5.62K $508K
CACI
Caci International Inc

Technology
15
+ 1.27%
N/A
1.19K $510K
HSIC
Henry Schein Inc

Healthcare
412
+ 7.23%
$66.54 - $77.66 $27.4K - $32K
6.11K $422K
BDN
Brandywine Realty Trust

Real Estate
569
+ 2.45%
$5.07 - $6.53 $2.88K - $3.72K
23.8K $133K
AM
Antero Midstream Corp

Energy
326
+ 2.21%
$14.22 - $15.97 $4.64K - $5.21K
15.1K $227K
ASAI
Sendas Distributor S.A.

Consumer Defensive
7.38K
+ 66.27%
$4.12 - $6.81 $30.4K - $50.3K
18.5K $82K
FVAL
Fidelity Covington Tr Value Fa

ETFs
22
+ 0.37%
$60.19 - $64.39 $1.32K - $1.42K
5.9K $362K
MLM
Martin Marietta Materials Inc

Basic Materials
443
+ 4.33%
$516.5 - $619.58 $229K - $274K
10.7K $5.51M
LOW
Lowes Companies Inc

Consumer Cyclical
3.32K
+ 9.79%
$244.52 - $284.07 $811K - $942K
37.2K $9.18M
IJK
Ishares S&P Midcap 400 Growth

ETFs
79
+ 2.93%
$90.66 - $99.46 $7.16K - $7.86K
2.77K $252K
STLA
Stellantis N.V.

Consumer Cyclical
1.48K
+ 10.03%
$12.37 - $13.99 $18.3K - $20.7K
16.2K $212K
BXP
Boston Properties Inc

Real Estate
346
+ 10.42%
$73.33 - $89.72 $25.4K - $31K
3.67K $272K
IFF
International Flavors & Fragrances Inc

Basic Materials
569
+ 26.42%
$83.96 - $106.19 $47.8K - $60.4K
2.72K $230K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
537
+ 3.93%
$16.2 - $17.97 $8.7K - $9.65K
14.2K $241K
TRN
Trinity Industries Inc

Industrials
33
+ 0.37%
$32.58 - $38.37 $1.08K - $1.27K
8.84K $310K
UBS
Ubs Group Ag

Financial Services
771
+ 2.25%
$29.78 - $33.08 $23K - $25.5K
35K $1.06M
GNW
Genworth Financial Inc

Financial Services
170
+ 1.26%
$6.52 - $7.82 $1.11K - $1.33K
13.6K $95K
DPZ
Dominos Pizza Inc

Consumer Cyclical
32
+ 3.58%
$408.59 - $476.19 $13.1K - $15.2K
926 $388K
SR
Spire Inc

Utilities
29
+ 0.69%
$62.24 - $73.38 $1.8K - $2.13K
4.22K $285K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
314
+ 2.73%
N/A
11.8K $119K
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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