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
NVS
Novartis Ag

Healthcare
5.14K
+ 18.58%
$97.14 - $115.57 $499K - $593K
32.8K $3.65M
USB
Us Bancorp \De\

Financial Services
40.3K
+ 30.57%
$40.92 - $50.9 $1.65M - $2.05M
172K $7.27M
DFAX
Dimensional ETF Tr
3.8K
+ 0.6%
$24.45 - $27.2 $92.9K - $103K
637K $16.7M
PJAN
Innovator U.S. Equity Power Bu

ETFs
22.4K
New
$41.09 - $43.24 $922K - $970K
22.4K $930K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.28K
+ 17.38%
$80.53 - $147.57 $184K - $337K
15.4K $2.04M
EWJ
Ishares Msci Japan ETF

ETFs
13.2K
New
$65.24 - $71.7 $864K - $950K
13.2K $908K
CTAS
Cintas Corp

Industrials
3.58K
+ 48.62%
$182.09 - $208.14 $651K - $744K
10.9K $2.25M
AWI
Armstrong World Industries Inc

Industrials
6.33K
New
$136.0 - $154.19 $861K - $976K
6.33K $892K
GNMA
Ishares Gnma Bond ETF

ETFs
19.8K
New
$42.17 - $44.04 $833K - $870K
19.8K $867K
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.2K
+ 240.35%
$56.17 - $59.71 $853K - $907K
21.5K $1.23M
FUL
Fuller H B CO

Basic Materials
15.1K
New
$52.88 - $64.28 $796K - $968K
15.1K $845K
STE
Steris PLC

Healthcare
1.93K
+ 10.26%
$202.46 - $232.74 $391K - $450K
20.8K $4.7M
XLF
Financial Sector Spdr

ETFs
6.21K
+ 1.75%
$47.32 - $52.19 $294K - $324K
361K $18M
SON
Sonoco Products CO

Consumer Cyclical
17.4K
New
$44.71 - $49.22 $776K - $854K
17.4K $819K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
21.9K
New
$36.63 - $37.45 $803K - $821K
21.9K $807K
ELV
Elevance Health, Inc.

Healthcare
913
+ 15.73%
$365.9 - $436.25 $334K - $398K
6.72K $2.92M
VEEV
Veeva Systems Inc

Healthcare
1.72K
+ 9.71%
$210.58 - $246.8 $362K - $424K
19.4K $4.49M
TSCO
Tractor Supply CO

Consumer Cyclical
9.48K
+ 9.23%
$51.66 - $57.94 $490K - $549K
112K $6.18M
AZN
Astrazeneca PLC

Healthcare
6.82K
+ 23.59%
$65.37 - $77.96 $446K - $531K
35.7K $2.62M
QCOM
Qualcomm Inc

Technology
4.69K
+ 4.17%
$151.94 - $175.86 $712K - $824K
117K $18M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
8.52K
New
$79.96 - $87.71 $681K - $747K
8.52K $700K
SLV
I Shares Silver Trust

ETFs
19.3K
+ 90.75%
$26.93 - $31.32 $519K - $603K
40.5K $1.25M
XAR
Spdr S&P Aerospace & Defense E

ETFs
4.34K
+ 290.63%
$157.71 - $180.77 $685K - $785K
5.84K $937K
UBER
Uber Technologies, Inc

Technology
1.28K
+ 2.7%
$63.17 - $81.49 $80.7K - $104K
48.7K $3.55M
UL
Unilever PLC

Consumer Defensive
10.3K
+ 41.0%
$54.72 - $60.29 $565K - $622K
35.5K $2.11M
VB
Vanguard Small Cap ETF

ETFs
5.51K
+ 18.91%
$217.89 - $252.64 $1.2M - $1.39M
34.7K $7.69M
CAE
Cae Inc

Industrials
28.2K
+ 132.45%
$23.09 - $26.78 $652K - $756K
49.6K $1.22M
ALL
Allstate Corp

Financial Services
2.64K
+ 30.32%
$180.99 - $210.18 $478K - $556K
11.4K $2.35M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.81K
+ 5.91%
$56.51 - $62.98 $328K - $366K
104K $6.32M
OTTR
Otter Tail Corp

Utilities
8.24K
New
$72.43 - $83.38 $597K - $687K
8.24K $662K
TMO
Thermo Fisher Scientific Inc.

Healthcare
5.62K
+ 5.94%
$497.6 - $606.74 $2.8M - $3.41M
100K $49.9M
FXH
First Tr Exchange Trd Fd Healt

ETFs
6.3K
New
$102.5 - $112.02 $646K - $706K
6.3K $653K
SPGI
S&P Global Inc.

Financial Services
1.15K
+ 19.61%
$478.26 - $543.77 $549K - $624K
7K $3.56M
SHEL
Shell PLC

Energy
1.81K
+ 3.8%
$62.84 - $73.29 $114K - $133K
49.6K $3.63M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
12.6K
+ 16.27%
$24.39 - $35.22 $308K - $445K
90.3K $2.68M
MA
Mastercard Inc

Financial Services
327
+ 1.57%
$504.67 - $576.31 $165K - $188K
21.1K $11.6M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
9.47K
New
$61.2 - $68.24 $580K - $646K
9.47K $625K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
7.83K
New
$76.77 - $82.22 $601K - $644K
7.83K $621K
ALC
Alcon Inc

Healthcare
5.83K
+ 87.56%
$82.73 - $96.8 $482K - $564K
12.5K $1.19M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
16.1K
+ 8.74%
$25.81 - $28.52 $415K - $458K
200K $5.52M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
70
+ 3.39%
$1187.71 - $1432.58 $83.1K - $100K
2.14K $3.06M
AON
Aon PLC

Financial Services
207
+ 1.58%
$348.44 - $409.32 $72.1K - $84.7K
13.3K $5.3M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
6.05K
+ 29.84%
$96.18 - $109.82 $581K - $664K
26.3K $2.69M
DLR
Digital Realty Trust, Inc.

Real Estate
8.44K
+ 46.41%
$142.1 - $183.56 $1.2M - $1.55M
26.6K $3.82M
MFA
Mfa Financial, Inc.

Real Estate
57.4K
New
$9.53 - $11.0 $547K - $631K
57.4K $588K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
11K
New
$46.83 - $56.05 $517K - $619K
11K $587K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
10.8K
+ 27.25%
$55.41 - $60.74 $600K - $658K
50.6K $2.86M
SCHO
Schwab Short Term Us Treasury

ETFs
23.4K
+ 67.31%
$24.1 - $24.34 $564K - $570K
58.2K $1.42M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.88K
+ 18.26%
$142.8 - $176.36 $268K - $331K
12.2K $2.1M
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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