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
GD
General Dynamics Corp

Industrials
1.02K
+ 3.34%
$241.94 - $272.58 $246K - $277K
31.4K $8.55M
USFR
Wisdomtree Floating Rate Treas

ETFs
10.5K
New
$50.29 - $50.5 $528K - $530K
10.5K $528K
TBBK
Bancorp, Inc.

Financial Services
9.81K
New
$49.74 - $62.75 $488K - $616K
9.81K $518K
DUK
Duke Energy Corp

Utilities
73
+ 0.2%
$105.87 - $121.97 $7.73K - $8.9K
35.8K $4.37M
WSM
Williams Sonoma Inc

Consumer Cyclical
9.27K
+ 26.37%
$158.1 - $217.71 $1.46M - $2.02M
44.4K $7.02M
BAX
Baxter International Inc

Healthcare
13K
+ 130.38%
$29.26 - $36.57 $379K - $474K
22.9K $783K
WWD
Woodward, Inc.

Industrials
1.34K
+ 8.57%
$171.38 - $195.22 $229K - $261K
16.9K $3.09M
HSBC
Hsbc Holdings PLC

Financial Services
970
+ 1.77%
$48.68 - $61.58 $47.2K - $59.7K
55.8K $3.2M
SPOT
Spotify Technology S.A.

Communication Services
494
+ 23.91%
$457.79 - $648.32 $226K - $320K
2.56K $1.41M
XEL
Xcel Energy Inc

Utilities
5.88K
+ 28.61%
$63.37 - $72.1 $373K - $424K
26.4K $1.87M
FXD
First Tr Exchange Traded Fd

ETFs
8.07K
New
$56.39 - $68.12 $455K - $550K
8.07K $467K
DLX
Deluxe Corp

Communication Services
39.1K
+ 167.64%
$15.43 - $23.42 $603K - $915K
62.4K $986K
ING
Ing Groep Nv

Financial Services
15.4K
+ 38.07%
$15.51 - $20.74 $239K - $319K
55.9K $1.09M
SCHV
Schwab Strategic Tr Us Large C

ETFs
13.1K
+ 6.03%
$25.77 - $27.6 $337K - $361K
230K $6.12M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
26.7K
+ 70.25%
$12.89 - $15.19 $344K - $405K
64.6K $960K
FFIV
F5, Inc.

Technology
859
+ 5.67%
$251.75 - $310.6 $216K - $267K
16K $4.26M
SAP
Sap Se

Technology
751
+ 6.65%
$241.4 - $293.69 $181K - $221K
12K $3.23M
CHKP
Check Point Software Technologies LTD

Technology
1.02K
+ 18.87%
$179.88 - $231.31 $183K - $235K
6.39K $1.46M
FAST
Fastenal CO

Industrials
5.02K
+ 45.56%
$71.11 - $79.98 $357K - $401K
16K $1.24M
SSB
South State Corp

Financial Services
5.09K
+ 158.11%
$89.4 - $108.33 $455K - $551K
8.31K $770K
PSX
Phillips 66

Energy
1.35K
+ 4.57%
$113.93 - $131.55 $154K - $178K
30.9K $3.81M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.8K
+ 77.65%
$91.45 - $91.75 $439K - $440K
11K $1.01M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
5.57K
New
$77.33 - $90.16 $430K - $502K
5.57K $436K
CLFD
Clearfield, Inc.

Technology
15K
+ 199.81%
$27.28 - $41.12 $409K - $617K
22.5K $668K
BMI
Badger Meter Inc

Technology
2.52K
+ 128.7%
$189.49 - $221.51 $477K - $557K
4.47K $850K
VT
Vanguard Total World Stk Index

ETFs
4.58K
+ 7.34%
$115.08 - $123.97 $527K - $567K
66.9K $7.76M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
21.6K
New
$19.7 - $20.61 $425K - $444K
21.6K $434K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.37K
New
$96.93 - $109.51 $423K - $478K
4.37K $427K
AIV
Apartment Investment & Management CO

Real Estate
47.1K
New
$8.54 - $9.12 $402K - $429K
47.1K $414K
INTC
Intel Corp

Technology
8.15K
+ 9.51%
$19.1 - $27.39 $156K - $223K
93.8K $2.13M
ABC
Amerisourcebergen Corp

Healthcare
2.22K
+ 30.92%
N/A
9.39K $1.74M
WELL
Welltower Inc.

Real Estate
1.05K
+ 11.52%
$124.05 - $156.86 $131K - $165K
10.2K $1.56M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.98K
+ 4.9%
$27.01 - $28.54 $269K - $285K
213K $5.97M
VO
Vanguard Mid Cap ETF

ETFs
1.74K
+ 24.19%
$251.87 - $277.95 $437K - $482K
8.91K $2.3M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.82K
+ 20.13%
$34.58 - $45.97 $132K - $176K
22.8K $1.05M
NTES
Net Ease, Inc.

Communication Services
3.87K
New
$87.72 - $109.14 $339K - $422K
3.87K $398K
VPU
Vanguard Utilities ETF

ETFs
2.14K
+ 56.76%
$161.24 - $173.33 $344K - $370K
5.9K $1.01M
BAH
Booz Allen Hamilton Holding Corp

Industrials
4.23K
+ 198.97%
$102.72 - $143.06 $435K - $606K
6.36K $665K
CI
Cigna Corp

Healthcare
159
+ 2.52%
$274.49 - $329.0 $43.6K - $52.3K
6.48K $2.13M
CORT
Corcept Therapeutics Inc

Healthcare
3.36K
New
$49.85 - $114.22 $168K - $384K
3.36K $384K
TRV
Travelers Companies, Inc.

Financial Services
390
+ 3.31%
$232.43 - $265.13 $90.6K - $103K
12.2K $3.22M
DGII
Digi International Inc

Technology
14.6K
+ 126.15%
$27.83 - $35.68 $406K - $520K
26.2K $727K
KKR
Kkr & Co. Inc.

Financial Services
7.48K
+ 48.75%
$108.17 - $167.07 $809K - $1.25M
22.8K $2.64M
BXSL
Blackstone Secured Lending Fund

Financial Services
11.2K
+ 9.79%
$31.3 - $34.5 $351K - $387K
126K $4.07M
HYG
Ishares Tr

ETFs
4.66K
New
$78.51 - $80.11 $366K - $374K
4.66K $367K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.35K
+ 49.89%
$333.37 - $384.99 $450K - $520K
4.06K $1.36M
YUM
Yum Brands Inc

Consumer Cyclical
240
+ 1.77%
$123.25 - $162.53 $29.6K - $39K
13.8K $2.18M
DNOW
Now Inc.

Energy
1.47K
+ 1.84%
$12.83 - $17.59 $18.8K - $25.8K
81.4K $1.39M
ED
Consolidated Edison Inc

Utilities
556
+ 4.12%
$88.0 - $110.59 $48.9K - $61.5K
14.1K $1.55M
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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