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
RY
Royal Bank Of Canada

Financial Services
618
+ 4.07%
$108.81 - $123.4 $67.2K - $76.3K
15.8K $1.78M
GWW
W.W. Grainger, Inc.

Industrials
37
+ 2.82%
$953.54 - $1132.42 $35.3K - $41.9K
1.35K $1.33M
HUBS
Hubspot Inc

Technology
96
+ 11.43%
$571.29 - $819.71 $54.8K - $78.7K
936 $534K
TXT
Textron Inc

Industrials
2.1K
+ 4.39%
$70.19 - $81.2 $147K - $171K
49.9K $3.61M
NWBI
Northwest Bancshares, Inc.

Financial Services
9.85K
+ 6.79%
$11.78 - $13.39 $116K - $132K
155K $1.86M
IX
Orix Corp

Financial Services
16K
+ 352.05%
$20.44 - $107.42 $326K - $1.72M
20.5K $428K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
73
+ 0.47%
$37.35 - $43.35 $2.73K - $3.16K
15.5K $587K
EME
Emcor Group, Inc.

Industrials
26
+ 3.4%
$361.16 - $535.99 $9.39K - $13.9K
791 $292K
ROG
Rogers Corp

Technology
704
+ 22.91%
$67.53 - $102.68 $47.5K - $72.3K
3.78K $255K
DDS
Dillard'S, Inc.

Consumer Cyclical
35
+ 3.46%
$353.25 - $508.77 $12.4K - $17.8K
1.05K $374K
CNX
Cnx Resources Corp

Energy
83
+ 0.62%
$27.38 - $37.32 $2.27K - $3.1K
13.5K $425K
ASML
Asml Holding Nv

Technology
55
+ 1.61%
$662.63 - $776.99 $36.4K - $42.7K
3.48K $2.3M
ARES
Ares Management Corp

Financial Services
127
+ 4.25%
$140.19 - $198.28 $17.8K - $25.2K
3.11K $456K
UAL
United Airlines Holdings, Inc.

Industrials
123
+ 4.2%
$69.05 - $110.52 $8.49K - $13.6K
3.06K $210K
PAYO
Payoneer Global Inc.

Technology
519
+ 1.79%
$7.04 - $11.04 $3.65K - $5.73K
29.5K $215K
FLR
Fluor Corp

Industrials
273
+ 3.88%
$34.29 - $55.28 $9.36K - $15.1K
7.3K $261K
ASX
Ase Technology Holding Co., Ltd.

Technology
4.74K
+ 4.89%
$8.76 - $11.36 $41.5K - $53.8K
102K $889K
IWP
Ishares Russell Mid Cap Growth

ETFs
535
+ 3.26%
$114.9 - $139.6 $61.5K - $74.7K
16.9K $1.99M
HPQ
Hp Inc

Technology
1.16K
+ 4.63%
$27.69 - $34.72 $32.2K - $40.4K
26.3K $727K
ROST
Ross Stores, Inc.

Consumer Cyclical
825
+ 9.7%
$123.3 - $154.95 $102K - $128K
9.33K $1.19M
TROW
Price T Rowe Group Inc

Financial Services
213
+ 3.86%
$91.57 - $116.93 $19.5K - $24.9K
5.73K $526K
H
Hyatt Hotels Corp

Consumer Cyclical
48
+ 1.52%
$120.83 - $166.34 $5.8K - $7.98K
3.21K $393K
MLM
Martin Marietta Materials Inc

Basic Materials
637
+ 5.97%
$460.39 - $552.64 $293K - $352K
11.3K $5.41M
ROK
Rockwell Automation, Inc

Industrials
83
+ 1.79%
$255.29 - $303.75 $21.2K - $25.2K
4.73K $1.22M
IRM
Iron Mountain Inc

Real Estate
580
+ 6.99%
$82.79 - $111.31 $48K - $64.6K
8.87K $763K
HON
Honeywell International Inc

Industrials
13.1K
+ 6.42%
$202.75 - $226.52 $2.66M - $2.97M
218K $46.1M
GPN
Global Payments Inc

Industrials
8.61K
+ 12.58%
$92.18 - $113.03 $794K - $973K
77K $7.54M
TM
Toyota Motor Corp

Consumer Cyclical
186
+ 2.1%
$176.53 - $195.35 $32.8K - $36.3K
9.02K $1.59M
FIX
Comfort Systems Usa Inc

Industrials
18
+ 1.27%
$313.26 - $550.27 $5.64K - $9.9K
1.43K $461K
BWXT
Bwx Technologies, Inc.

Industrials
3.72K
+ 9.38%
$96.59 - $128.46 $359K - $477K
43.3K $4.27M
MAR
Marriott International Inc

Consumer Cyclical
1.43K
+ 11.92%
$237.01 - $304.45 $339K - $436K
13.4K $3.2M
PSN
Parsons Corp

Industrials
128
+ 2.57%
$55.35 - $96.44 $7.08K - $12.3K
5.11K $302K
NKE
Nike, Inc.

Consumer Cyclical
558
+ 3.5%
$63.29 - $81.72 $35.3K - $45.6K
16.5K $1.05M
DAL
Delta Air Lines, Inc.

Industrials
2.65K
+ 16.26%
$43.6 - $69.06 $115K - $183K
18.9K $824K
ZION
Zions Bancorporation, National Association

Financial Services
2.65K
+ 3.95%
$47.0 - $59.03 $125K - $157K
69.8K $3.48M
OKE
Oneok Inc

Energy
767
+ 0.36%
$89.57 - $109.85 $68.7K - $84.3K
212K $21M
CW
Curtiss Wright Corp

Industrials
460
+ 5.41%
$304.82 - $384.07 $140K - $177K
8.96K $2.84M
APP
App Lovin Corp

Technology
31
+ 0.99%
$238.08 - $510.13 $7.38K - $15.8K
3.17K $841K
CSWI
Csw Industrials, Inc.

Industrials
34
+ 1.1%
$283.77 - $396.86 $9.65K - $13.5K
3.12K $910K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.85K
+ 3.96%
$40.03 - $46.81 $114K - $134K
74.9K $3.05M
ISRG
Intuitive Surgical Inc

Healthcare
27
+ 0.32%
$476.63 - $610.45 $12.9K - $16.5K
8.59K $4.25M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
48
+ 2.05%
$283.06 - $421.16 $13.6K - $20.2K
2.39K $675K
SNPS
Synopsys Inc

Technology
426
+ 5.88%
$428.58 - $551.54 $183K - $235K
7.67K $3.29M
VST
Vistra Corp.

Utilities
465
+ 3.15%
$108.49 - $191.89 $50.4K - $89.2K
15.2K $1.79M
EMR
Emerson Electric CO

Industrials
247
+ 1.27%
$108.64 - $131.17 $26.8K - $32.4K
19.7K $2.16M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
300
+ 0.29%
$7.67 - $12.44 $2.3K - $3.73K
103K $893K
GNTX
Gentex Corp

Consumer Cyclical
278
+ 0.55%
$23.3 - $28.48 $6.48K - $7.92K
50.9K $1.19M
FLEX
Flex Ltd.

Technology
7.64K
+ 7.63%
$32.92 - $44.46 $251K - $340K
108K $3.56M
VGT
Vanguard Information Technolog

ETFs
566
+ 7.46%
$542.38 - $646.34 $307K - $366K
8.15K $4.42M
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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