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
PLTR
Palantir Technologies Inc.

Technology
3.08K
+ 1.09%
$64.98 - $124.62 $200K - $384K
285K $24M
PGR
Progressive Corp

Financial Services
519
+ 0.89%
$235.61 - $291.22 $122K - $151K
58.7K $16.6M
ZWS
Zurn Water Solutions Corp

Industrials
80.1K
New
$32.38 - $39.44 $2.59M - $3.16M
80.1K $2.64M
URTH
Ishares Msci World ETF

ETFs
17.2K
New
$151.24 - $164.09 $2.6M - $2.82M
17.2K $2.64M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
58.4K
+ 4.44%
$61.91 - $66.79 $3.62M - $3.9M
1.38M $85.8M
SO
Southern CO

Utilities
19.8K
+ 30.32%
$80.96 - $92.96 $1.6M - $1.84M
84.9K $7.81M
GGG
Graco Inc

Industrials
28K
New
$80.53 - $87.54 $2.25M - $2.45M
28K $2.34M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
46.6K
New
$46.18 - $47.84 $2.15M - $2.23M
46.6K $2.21M
FISV
Fiserv Inc

Technology
17.2K
+ 26.4%
N/A
82.1K $10.3M
SNOW
Snowflake Inc.

Technology
14.1K
+ 413.49%
$146.16 - $192.78 $2.07M - $2.72M
17.5K $2.56M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.56K
+ 14.52%
$507.05 - $563.67 $2.82M - $3.13M
43.8K $22.5M
SCHW
Schwab Charles Corp

Financial Services
6.36K
+ 1.98%
$71.24 - $83.64 $453K - $532K
328K $25.7M
MCK
Mckesson Corp

Healthcare
1.69K
+ 24.09%
$566.21 - $672.99 $956K - $1.14M
8.7K $5.85M
ZS
Zscaler, Inc.

Technology
4.54K
+ 9.3%
$181.66 - $216.87 $824K - $984K
53.3K $10.6M
WSBC
Wesbanco Inc

Financial Services
56.7K
New
$30.36 - $37.08 $1.72M - $2.1M
56.7K $1.76M
SCHQ
Schwab Strategic Tr Long Term

ETFs
51.9K
New
$30.72 - $33.22 $1.59M - $1.72M
51.9K $1.7M
TW
Tradeweb Markets Inc.

Financial Services
4.95K
+ 9.13%
$123.42 - $148.46 $611K - $735K
59.2K $8.78M
PFE
Pfizer Inc

Healthcare
78.6K
+ 28.27%
$25.01 - $27.13 $1.97M - $2.13M
357K $9.04M
IGRO
Ishares Tr International Divid

ETFs
22.9K
New
$66.91 - $73.87 $1.53M - $1.69M
22.9K $1.66M
WFC
Wells Fargo & Company

Financial Services
16.9K
+ 5.93%
$66.78 - $81.42 $1.13M - $1.37M
302K $21.6M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
35.5K
+ 9.62%
$39.96 - $43.3 $1.42M - $1.54M
404K $16.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.04K
+ 8.08%
$402.49 - $513.76 $419K - $535K
13.9K $6.75M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
30.4K
New
$49.92 - $50.3 $1.52M - $1.53M
30.4K $1.53M
ITOT
Ishares Core S&P Total U.S. St

ETFs
17.4K
+ 18.05%
$120.29 - $134.6 $2.09M - $2.34M
114K $13.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
62.4K
+ 33.41%
$18.36 - $20.51 $1.15M - $1.28M
249K $4.93M
NU
Nu Holdings Ltd.

Financial Services
138K
+ 517.92%
$10.12 - $13.95 $1.4M - $1.93M
165K $1.69M
HRB
H&R Block Inc

Consumer Cyclical
24.6K
New
$49.96 - $55.97 $1.23M - $1.37M
24.6K $1.35M
XLE
Energy Sector Spdr

ETFs
10.5K
+ 23.01%
$85.7 - $93.96 $901K - $988K
56.2K $5.25M
RING
Ishares Inc Msci Global Gold M

ETFs
34.8K
New
$28.64 - $38.36 $996K - $1.33M
34.8K $1.33M
BA
Boeing CO

Industrials
8.68K
+ 35.04%
$148.15 - $186.25 $1.29M - $1.62M
33.4K $5.7M
JHX
James Hardie Industries PLC

Basic Materials
59.7K
+ 473.48%
$23.56 - $34.63 $1.41M - $2.07M
72.3K $1.7M
DUHP
Dimensional ETF Tr Dimensional

ETFs
58.1K
+ 6.0%
$32.57 - $35.82 $1.89M - $2.08M
1.03M $34M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
23.2K
New
$47.66 - $57.45 $1.1M - $1.33M
23.2K $1.26M
PEP
Pepsico Inc

Consumer Defensive
11.4K
+ 5.34%
$142.64 - $156.42 $1.63M - $1.79M
225K $33.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9.63K
+ 74.02%
$126.11 - $135.06 $1.21M - $1.3M
22.6K $2.92M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
10.8K
New
$107.24 - $116.37 $1.15M - $1.25M
10.8K $1.25M
CVS
Cvs Health Corp

Healthcare
3.75K
+ 9.11%
$44.22 - $68.64 $166K - $257K
44.9K $3.04M
BSX
Boston Scientific Corp

Healthcare
8.18K
+ 27.04%
$89.38 - $106.18 $731K - $869K
38.5K $3.88M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4.86K
+ 213.43%
$254.58 - $302.92 $1.24M - $1.47M
7.14K $1.83M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
17.5K
+ 224.69%
$46.15 - $63.53 $807K - $1.11M
25.3K $1.55M
NFLX
Netflix Inc

Communication Services
622
+ 4.42%
$828.4 - $1058.6 $515K - $658K
14.7K $13.7M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
11.1K
New
$96.88 - $111.25 $1.08M - $1.23M
11.1K $1.11M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
21.6K
+ 504.06%
$49.67 - $51.43 $1.07M - $1.11M
25.9K $1.32M
EW
Edwards Lifesciences Corp

Healthcare
15.4K
+ 190.85%
$67.95 - $76.19 $1.05M - $1.17M
23.5K $1.7M
SONY
Sony Group Corp

Technology
29.5K
+ 35.33%
$19.88 - $25.64 $587K - $757K
113K $2.87M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7.7K
+ 51.02%
$128.74 - $138.67 $992K - $1.07M
22.8K $3.09M
HBAN
Huntington Bancshares Inc

Financial Services
109K
+ 22.48%
$14.28 - $17.39 $1.56M - $1.9M
596K $8.95M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
6.72K
+ 41.63%
$203.38 - $274.79 $1.37M - $1.85M
22.9K $4.7M
KNTK
Kinetik Holdings Inc.

Energy
18.7K
New
$49.51 - $66.5 $924K - $1.24M
18.7K $969K
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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