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
DFAU
Dimensional ETF Tr

ETFs
122K
+ 2.54%
$39.27 - $42.38 $4.8M - $5.18M
4.94M $200M
HON
Honeywell International Inc

Industrials
19.4K
+ 10.47%
$202.84 - $236.0 $3.93M - $4.57M
204K $46.2M
MCD
Mcdonalds Corp

Consumer Cyclical
30.6K
+ 37.26%
$288.47 - $316.54 $8.84M - $9.7M
113K $32.7M
VNQ
Vanguard Specialized Funds Van

ETFs
88K
+ 257.13%
$87.85 - $98.6 $7.73M - $8.68M
122K $10.9M
EMB
Ishares Tr

ETFs
78K
New
$88.94 - $93.46 $6.94M - $7.29M
78K $6.95M
SJNK
Spdr Bloomberg Short Term High

ETFs
268K
New
$25.09 - $25.69 $6.71M - $6.87M
268K $6.76M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.99K
+ 5.48%
$567.81 - $607.81 $4.54M - $4.86M
154K $90.1M
IQLT
Ishares Msci Intl Quality Fact

ETFs
173K
New
$37.12 - $41.23 $6.43M - $7.14M
173K $6.43M
WAL
Western Alliance Bancorporation

Financial Services
75.2K
+ 2605.86%
$80.51 - $96.1 $6.05M - $7.22M
78K $6.52M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
66.7K
+ 7.68%
$113.92 - $127.38 $7.6M - $8.5M
936K $108M
PM
Philip Morris International Inc.

Consumer Defensive
51.3K
+ 141.66%
$118.38 - $133.06 $6.07M - $6.82M
87.5K $10.5M
XSMO
Invesco S&P Smallcap Momentum

ETFs
92.7K
New
$65.08 - $73.72 $6.03M - $6.83M
92.7K $6.13M
BYD
Boyd Gaming Corp

Consumer Cyclical
83.6K
New
$62.5 - $75.64 $5.23M - $6.33M
83.6K $6.07M
LNG
Cheniere Energy, Inc.

Energy
4.58K
+ 3.17%
$181.07 - $225.92 $830K - $1.04M
149K $32M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
125K
+ 172.5%
$45.17 - $47.23 $5.67M - $5.92M
198K $8.99M
HD
Home Depot, Inc.

Consumer Cyclical
18.7K
+ 17.16%
$385.02 - $431.37 $7.21M - $8.08M
128K $49.7M
JPIE
J P Morgan Exchange Traded Fd
144K
+ 8.82%
$45.59 - $46.25 $6.58M - $6.68M
1.78M $81.3M
EEMV
Ishares Msci Emerging Markets

ETFs
89.7K
New
$57.85 - $63.11 $5.19M - $5.66M
89.7K $5.2M
WYNN
Wynn Resorts LTD

Consumer Cyclical
107K
+ 25.64%
$84.3 - $106.41 $9.04M - $11.4M
525K $45.3M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
286K
+ 24.13%
$26.16 - $28.82 $7.49M - $8.25M
1.47M $38.6M
C
Citigroup Inc

Financial Services
50.6K
+ 24.49%
$61.31 - $72.5 $3.1M - $3.67M
257K $18.1M
PAYX
Paychex Inc

Industrials
35.4K
+ 122.07%
$135.86 - $148.73 $4.81M - $5.27M
64.4K $9.03M
GPN
Global Payments Inc

Industrials
42.6K
+ 164.98%
$97.57 - $119.38 $4.16M - $5.09M
68.4K $7.67M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
133K
+ 39.47%
$33.92 - $36.6 $4.51M - $4.86M
470K $16.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.8K
+ 5.05%
$481.22 - $538.17 $2.31M - $2.58M
100K $51.1M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
97.4K
New
$47.26 - $48.18 $4.6M - $4.69M
97.4K $4.62M
AJG
Arthur J. Gallagher & Co.

Financial Services
15.3K
+ 23.48%
$278.49 - $315.16 $4.27M - $4.83M
80.7K $22.9M
VNQI
Vanguard Global Ex U.S. Real

ETFs
104K
New
$39.22 - $47.52 $4.08M - $4.95M
104K $4.12M
BAC
Bank Of America Corp

Financial Services
31.4K
+ 5.12%
$39.22 - $47.77 $1.23M - $1.5M
644K $28.3M
JEF
Jefferies Financial Group Inc.

Financial Services
23.9K
+ 19.89%
$61.95 - $81.75 $1.48M - $1.95M
144K $11.3M
NFLX
Netflix Inc

Communication Services
1.76K
+ 14.27%
$687.65 - $936.56 $1.21M - $1.65M
14.1K $12.5M
XOM
Exxon Mobil Corp

Energy
75.6K
+ 16.48%
$105.51 - $125.37 $7.97M - $9.47M
534K $57.5M
VB
Vanguard Small Cap ETF

ETFs
15.1K
+ 106.81%
$233.76 - $261.58 $3.52M - $3.94M
29.2K $7.01M
VV
Vanguard Large Cap ETF

ETFs
13.1K
+ 136.05%
$260.27 - $280.65 $3.42M - $3.68M
22.8K $6.14M
APO
Apollo Global Management, Inc.

Financial Services
14.2K
+ 48.97%
$131.36 - $178.61 $1.86M - $2.53M
43.2K $7.13M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
66.7K
+ 262.44%
$50.02 - $51.24 $3.34M - $3.42M
92.2K $4.62M
T
At&T Inc.

Communication Services
134K
+ 53.88%
$21.22 - $23.88 $2.84M - $3.19M
382K $8.69M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
44K
+ 1305.66%
$70.1 - $76.53 $3.09M - $3.37M
47.4K $3.35M
PG
Procter & Gamble CO

Consumer Defensive
26.3K
+ 9.89%
$161.05 - $179.7 $4.24M - $4.73M
293K $49.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
77.6K
+ 26.62%
$40.38 - $44.35 $3.13M - $3.44M
369K $15.1M
VGT
Vanguard Information Technolog

ETFs
4.31K
+ 131.36%
$571.78 - $647.97 $2.46M - $2.79M
7.58K $4.72M
TGT
Target Corp

Consumer Defensive
24.6K
+ 87.51%
$121.59 - $160.69 $2.99M - $3.95M
52.7K $7.13M
IEMG
Ishares Inc

ETFs
50.6K
+ 9.09%
N/A
608K $32.6M
RTX
Raytheon Technologies Corp

Industrials
45.6K
+ 9.35%
$114.45 - $127.21 $5.22M - $5.8M
533K $61.7M
OKE
Oneok Inc

Energy
7.01K
+ 3.43%
$92.28 - $117.05 $647K - $821K
211K $21.2M
ABT
Abbott Laboratories

Healthcare
23K
+ 11.88%
$111.93 - $119.39 $2.58M - $2.75M
217K $24.5M
UNP
Union Pacific Corp

Industrials
12.6K
+ 51.02%
$223.15 - $249.32 $2.81M - $3.14M
37.3K $8.51M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
47.9K
+ 39.22%
$50.67 - $50.9 $2.43M - $2.44M
170K $8.62M
ZION
Zions Bancorporation, National Association

Financial Services
39.5K
+ 143.45%
$45.62 - $61.73 $1.8M - $2.44M
67.1K $3.64M
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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