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
EVR
Evercore Inc.

Financial Services
1.02K
+ 15.8%
$190.28 - $291.27 $193K - $296K
7.45K $1.49M
IVV
Ishares Core S&P 500 ETF

ETFs
3.47K
+ 4.06%
$554.06 - $615.85 $1.92M - $2.14M
88.9K $50M
NXPI
Nxp Semiconductors N.V.

Technology
7.73K
+ 7.57%
$189.99 - $245.86 $1.47M - $1.9M
110K $20.9M
ADBE
Adobe Inc.

Technology
379
+ 4.62%
$377.84 - $464.11 $143K - $176K
8.59K $3.29M
SPYG
Spdr Portfolio

ETFs
4.71K
+ 4.71%
$80.05 - $92.39 $377K - $435K
105K $8.42M
GTLS
Chart Industries Inc

Industrials
574
+ 5.81%
$141.99 - $218.35 $81.5K - $125K
10.5K $1.51M
NVT
N Vent Electric PLC

Industrials
5.34K
+ 11.4%
$52.42 - $75.4 $280K - $403K
52.2K $2.74M
A
Agilent Technologies, Inc.

Healthcare
1.11K
+ 3.26%
$116.69 - $152.6 $129K - $169K
35K $4.09M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.36K
+ 1.39%
$21.23 - $23.75 $156K - $175K
538K $11.6M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
19K
+ 16.66%
$14.67 - $22.01 $278K - $417K
133K $2.04M
NVO
Novo Nordisk A S

Healthcare
92
+ 0.29%
$69.3 - $90.95 $6.38K - $8.37K
31.8K $2.21M
ONTO
Onto Innovation Inc.

Technology
918
+ 6.55%
$121.34 - $224.5 $111K - $206K
14.9K $1.81M
CCJ
Cameco Corp

Energy
4.81K
+ 6.15%
$40.64 - $56.86 $195K - $273K
82.9K $3.41M
MRVL
Marvell Technology, Inc.

Technology
1.61K
+ 10.42%
$61.57 - $126.06 $98.8K - $202K
17K $1.05M
FDN
First Tr Fd Dow Jones

ETFs
3.1K
+ 4.83%
$221.38 - $266.86 $686K - $827K
67.3K $15M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.31K
+ 1.03%
$23.16 - $27.04 $99.9K - $117K
423K $9.92M
PH
Parker Hannifin Corp

Industrials
539
+ 1.07%
$591.65 - $707.05 $319K - $381K
50.8K $30.9M
IWM
Ishares Russell 2000 ETF

ETFs
256
+ 0.46%
$198.1 - $229.79 $50.7K - $58.8K
55.9K $11.2M
WYNN
Wynn Resorts LTD

Consumer Cyclical
71
+ 0.01%
$77.0 - $93.47 $5.47K - $6.64K
525K $43.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.77K
+ 5.77%
$468.34 - $539.52 $2.7M - $3.11M
106K $49.6M
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
338K
+ 17.64%
$4.07 - $5.99 $1.37M - $2.02M
2.25M $9.16M
AMZN
Amazon Com Inc

Consumer Cyclical
131K
+ 13.93%
$190.26 - $242.06 $24.9M - $31.6M
1.07M $203M
ETN
Eaton Corp PLC

Industrials
1.7K
+ 3.41%
$271.83 - $371.23 $461K - $630K
51.4K $14M
CAT
Caterpillar Inc

Industrials
4.22K
+ 3.48%
$326.75 - $407.63 $1.38M - $1.72M
125K $41.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.32K
+ 0.13%
$21.75 - $24.28 $72.1K - $80.5K
2.53M $56M
JEF
Jefferies Financial Group Inc.

Financial Services
4.85K
+ 3.37%
$52.22 - $81.31 $253K - $394K
149K $7.97M
MSFT
Microsoft Corp

Technology
62.6K
+ 10.09%
$375.39 - $447.2 $23.5M - $28M
683K $256M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13.8K
+ 1.47%
$102.49 - $119.96 $1.41M - $1.65M
949K $99.3M
TSLA
Tesla, Inc.

Consumer Cyclical
5.74K
+ 6.92%
$222.15 - $428.22 $1.27M - $2.46M
88.7K $23M
GOOGL
Alphabet Inc.

Communication Services
21.7K
+ 5.24%
$154.33 - $206.19 $3.35M - $4.48M
437K $67.5M
GOOG
Alphabet Inc.

Communication Services
13.7K
+ 2.54%
$156.06 - $207.71 $2.14M - $2.85M
554K $86.5M
AAPL
Apple Inc.

Technology
64.4K
+ 4.44%
$209.68 - $247.1 $13.5M - $15.9M
1.52M $337M
AVGO
Broadcom Inc.

Technology
7.63K
+ 1.39%
$167.43 - $244.7 $1.28M - $1.87M
558K $93.4M
NVDA
Nvidia Corp

Technology
93.9K
+ 4.37%
$106.98 - $149.43 $10M - $14M
2.24M $243M
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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