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
UHALB
Amerco Com Ser N
136
+ 2.84%
N/A
4.93K $0
Fidelity Wise Origin Bitcoin
6.3K
New
N/A
6.3K $0
Teekay Corporation LTD
56.4K
New
N/A
56.4K $0
Fidelity Covington Trust
6
+ 0.04%
N/A
14.1K $0
Fidelity Covington Trust
11
+ 0.13%
N/A
8.38K $0
Ferguson Enterprises Inc
356
+ 14.77%
N/A
2.77K $0
Grayscale Ethereum Trust ETF
2.48K
+ 15.39%
N/A
18.6K $0
Princeton Bancorp Inc
19.7K
New
N/A
19.7K $0
Rb Global Inc
563
+ 19.27%
N/A
3.49K $0
Natwest Group PLC
415
+ 1.38%
N/A
30.4K $0
Nkgen Biotech Inc
87K
+ 126.09%
N/A
156K $0
Pimco ETF Tr
403K
+ 15.58%
N/A
2.99M $0
Mind Medicine Mindmed Inc
1
+ 0.01%
N/A
16.6K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
8.68K
+ 100.0%
N/A
17.4K $0
Root Inc
4.8K
New
N/A
4.8K $0
LGFB
Lions Gate Entmt Corp Cl B Non
21.7K
+ 42.85%
N/A
72.3K $0
Liberty Global LTD
60.9K
+ 17.62%
N/A
407K $0
MOGA
Moog Inc Cla
42
+ 3.46%
N/A
1.26K $0
Linde PLC
257
+ 2.22%
N/A
11.8K $0
Nkgen Biotech Inc
11.6K
+ 25.61%
N/A
56.6K $0
Liberty Media Corp Del
314
+ 6.87%
N/A
4.89K $0
GIS
General Mills Inc

Consumer Defensive
5.85K
+ 15.71%
$62.78 - $74.62 $367K - $437K
43.1K $2.75M
FDVV
Fidelity High Dividend ETF

ETFs
186
+ 1.27%
$49.66 - $52.63 $9.24K - $9.79K
14.9K $743K
MMSI
Merit Medical Systems Inc

Healthcare
29
+ 1.17%
$93.76 - $105.52 $2.72K - $3.06K
2.52K $243K
PBA
Pembina Pipeline Corp

Energy
1.44K
+ 11.27%
$35.89 - $43.35 $51.6K - $62.4K
14.2K $524K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
5
+ 0.28%
$112.69 - $123.97 $563 - $620
1.79K $202K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
12
+ 0.24%
$75.44 - $80.53 $905 - $966
4.97K $377K
JXN
Jackson Financial Inc.

Financial Services
72
+ 2.69%
$84.91 - $113.74 $6.11K - $8.19K
2.75K $239K
RELX
Relx PLC

Communication Services
638
+ 3.98%
$44.45 - $48.63 $28.4K - $31K
16.7K $757K
TFSL
Tfs Financial Corp

Financial Services
285
+ 0.95%
$12.52 - $14.53 $3.57K - $4.14K
30.4K $382K
BERY
Berry Global Group, Inc.

Consumer Cyclical
115
+ 2.94%
$64.2 - $72.31 $7.38K - $8.32K
4.03K $260K
BMI
Badger Meter Inc

Technology
34
+ 1.77%
$199.06 - $237.67 $6.77K - $8.08K
1.96K $414K
BW
Babcock & Wilcox Enterprises, Inc.

Industrials
795
+ 5.21%
$1.58 - $2.93 $1.26K - $2.33K
16.1K $26K
TYL
Tyler Technologies Inc

Technology
3
+ 0.34%
$576.64 - $635.69 $1.73K - $1.91K
884 $509K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
321
+ 2.02%
$5.23 - $5.8 $1.68K - $1.86K
16.2K $86K
LBRDK
Liberty Broadband Corp

Communication Services
280
+ 2.51%
$74.72 - $101.4 $20.9K - $28.4K
11.4K $853K
ITA
Ishares Tr

ETFs
16
+ 0.64%
$144.31 - $157.31 $2.31K - $2.52K
2.53K $368K
JEPI
J P Morgan Exchange Traded Fd

ETFs
75
+ 1.2%
$57.53 - $60.83 $4.31K - $4.56K
6.32K $363K
SKM
Sk Telecom CO LTD

Communication Services
1.86K
+ 10.63%
$21.04 - $24.27 $39.1K - $45.1K
19.4K $407K
TME
Tencent Music Entertainment Group

Communication Services
333
+ 1.9%
$10.67 - $13.73 $3.55K - $4.57K
17.9K $203K
SPSC
Sps Commerce Inc

Technology
39
+ 2.46%
$165.0 - $198.81 $6.44K - $7.75K
1.62K $298K
DVA
Davita Inc.

Healthcare
110
+ 6.16%
$139.81 - $167.96 $15.4K - $18.5K
1.9K $283K
ADC
Agree Realty Corp

Real Estate
169
+ 3.82%
$69.44 - $77.65 $11.7K - $13.1K
4.59K $323K
D
Dominion Energy, Inc

Utilities
1.14K
+ 6.26%
$52.63 - $60.92 $60.2K - $69.7K
19.4K $1.05M
RS
Reliance Steel & Aluminum CO

Basic Materials
145
+ 5.9%
$264.2 - $326.32 $38.3K - $47.3K
2.6K $700K
TEF
Telefonica S A

Communication Services
1.71K
+ 8.32%
$4.02 - $4.88 $6.88K - $8.35K
22.3K $89K
AVY
Avery Dennison Corp

Industrials
815
+ 16.79%
$186.26 - $220.48 $152K - $180K
5.67K $1.06M
HEI
Heico Corp

Industrials
46
+ 4.96%
$237.06 - $279.02 $10.9K - $12.8K
973 $231K
FTCS
First Trust Capital Strength E

ETFs
23
+ 0.52%
$87.62 - $94.03 $2.02K - $2.16K
4.44K $389K
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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