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
XRAY
Dentsply Sirona Inc.

Healthcare
3.05K
+ 35.83%
$17.26 - $26.12 $52.6K - $79.6K
11.6K $219K
FNDA
Schwab Fundamental U S Small C

ETFs
27.8K
+ 99.14%
$29.26 - $59.11 $814K - $1.64M
55.9K $1.66M
IX
Orix Corp

Financial Services
273
+ 6.4%
$104.38 - $117.09 $28.5K - $32K
4.54K $481K
ALB
Albemarle Corp

Basic Materials
230
+ 5.81%
$86.08 - $111.3 $19.8K - $25.6K
4.19K $360K
CMS
Cms Energy Corp

Utilities
393
+ 3.92%
$65.76 - $71.94 $25.8K - $28.3K
10.4K $693K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.26K
+ 5.55%
$46.46 - $51.66 $58.5K - $65K
23.9K $1.15M
BVN
Buenaventura Mining CO Inc

Basic Materials
867
+ 8.58%
$11.52 - $14.07 $9.99K - $12.2K
11K $126K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
60
+ 0.11%
$0.31 - $0.68 $18.6 - $40.8
55.5K $18K
TAL
Tal Education Group

Consumer Defensive
1.26K
+ 8.19%
$9.45 - $12.13 $11.9K - $15.2K
16.6K $166K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
631
+ 1.19%
$6.08 - $6.83 $3.84K - $4.31K
53.9K $350K
ENTG
Entegris Inc

Technology
147
+ 6.3%
$97.67 - $112.92 $14.4K - $16.6K
2.48K $245K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
233
+ 4.99%
$64.91 - $73.47 $15.1K - $17.1K
4.9K $319K
CLBK
Columbia Financial, Inc.

Financial Services
115
+ 0.72%
$15.81 - $19.14 $1.82K - $2.2K
16.1K $255K
LYG
Lloyds Banking Group PLC

Financial Services
2.85K
+ 4.36%
$2.67 - $3.23 $7.6K - $9.2K
68.2K $185K
HPQ
Hp Inc

Technology
1.72K
+ 7.32%
$32.46 - $39.3 $55.7K - $67.4K
25.1K $819K
STAG
Stag Industrial, Inc.

Real Estate
387
+ 6.06%
$33.22 - $39.1 $12.9K - $15.1K
6.77K $229K
MKC
Mccormick & CO Inc

Consumer Defensive
169
+ 3.11%
$73.97 - $84.09 $12.5K - $14.2K
5.6K $426K
FLO
Flowers Foods Inc

Consumer Defensive
281
+ 2.71%
$20.4 - $23.31 $5.73K - $6.55K
10.6K $219K
PHI
Pldt Inc.

Communication Services
1.31K
+ 12.7%
$21.06 - $27.58 $27.6K - $36.1K
11.6K $257K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
266
+ 3.39%
$27.09 - $32.06 $7.21K - $8.53K
8.11K $227K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.43K
+ 11.25%
$31.24 - $37.15 $44.8K - $53.2K
14.2K $455K
IT
Gartner Inc

Technology
30
+ 1.76%
$481.22 - $551.8 $14.4K - $16.6K
1.73K $838K
IMO
Imperial Oil LTD

Energy
163
+ 4.34%
$61.13 - $79.21 $9.96K - $12.9K
3.92K $241K
ROG
Rogers Corp

Technology
102
+ 3.43%
$99.39 - $112.62 $10.1K - $11.5K
3.07K $312K
FNDX
Schwab Fundamental U S Large C

ETFs
79.3K
+ 200.63%
$23.49 - $71.77 $1.86M - $5.69M
119K $2.81M
SLG
Sl Green Realty Corp

Real Estate
23
+ 0.16%
$66.24 - $81.13 $1.52K - $1.87K
14.4K $975K
KOP
Koppers Holdings Inc.

Basic Materials
80
+ 1.24%
$31.01 - $39.23 $2.48K - $3.14K
6.51K $210K
DEA
Easterly Government Properties, Inc.

Real Estate
148
+ 1.26%
$10.93 - $14.48 $1.62K - $2.14K
11.9K $135K
CFB
Crossfirst Bankshares, Inc.

Financial Services
45
+ 0.28%
$15.15 - $17.96 $682 - $808
16.2K $245K
NWBI
Northwest Bancshares, Inc.

Financial Services
167
+ 0.12%
$12.86 - $15.28 $2.15K - $2.55K
145K $1.91M
EXPD
Expeditors International Of Washington Inc

Industrials
287
+ 10.46%
$110.5 - $128.26 $31.7K - $36.8K
3.03K $335K
ALGN
Align Technology Inc

Healthcare
200
+ 13.58%
$205.03 - $245.32 $41K - $49.1K
1.67K $348K
SU
Suncor Energy Inc

Energy
474
+ 1.37%
$34.5 - $41.53 $16.4K - $19.7K
35.1K $1.25M
FMNB
Farmers National Banc Corp

Financial Services
202
+ 0.65%
$13.69 - $15.98 $2.77K - $3.23K
31.3K $444K
CARR
Carrier Global Corp

Industrials
2.19K
+ 14.89%
$66.69 - $82.65 $146K - $181K
16.9K $1.15M
ARCB
Arcbest Corp

Industrials
315
+ 7.43%
$93.08 - $121.9 $29.3K - $38.4K
4.56K $425K
EXR
Extra Space Storage Inc.

Real Estate
292
+ 11.56%
$142.35 - $178.32 $41.6K - $52.1K
2.82K $421K
SPXC
Spx Corp

Industrials
85
+ 2.57%
$143.2 - $181.56 $12.2K - $15.4K
3.39K $492K
XLB
Select Sector Spdr Fd Material

ETFs
254
+ 5.67%
$83.8 - $97.58 $21.3K - $24.8K
4.73K $397K
DEO
Diageo PLC

Consumer Defensive
103
+ 2.84%
$118.0 - $139.88 $12.2K - $14.4K
3.74K $474K
ODFL
Old Dominion Freight Line, Inc.

Industrials
551
+ 9.22%
$176.4 - $231.84 $97.2K - $128K
6.53K $1.15M
NMRK
Newmark Group, Inc.

Real Estate
253
+ 1.78%
$12.79 - $15.98 $3.24K - $4.04K
14.5K $185K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
541
+ 5.25%
$40.0 - $52.93 $21.6K - $28.6K
10.9K $437K
YUM
Yum Brands Inc

Consumer Cyclical
267
+ 2.01%
$130.36 - $139.54 $34.8K - $37.3K
13.6K $1.82M
STZ
Constellation Brands, Inc.

Consumer Defensive
654
+ 13.18%
$219.66 - $257.62 $144K - $168K
5.62K $1.24M
DTE
Dte Energy CO

Utilities
691
+ 4.4%
$117.04 - $129.77 $80.9K - $89.7K
16.4K $1.98M
JD
Jd.Com, Inc.

Consumer Cyclical
436
+ 4.47%
$33.35 - $47.1 $14.5K - $20.5K
10.2K $353K
NKE
Nike, Inc.

Consumer Cyclical
1.86K
+ 13.23%
$73.36 - $89.13 $137K - $166K
15.9K $1.21M
IRM
Iron Mountain Inc

Real Estate
647
+ 8.46%
$101.62 - $128.14 $65.7K - $82.9K
8.29K $871K
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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