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
BTI
British American Tobacco P.L.C.

Consumer Defensive
6.74K
+ 49.89%
$35.35 - $42.74 $238K - $288K
20.3K $838K
AMT
American Tower Corp

Real Estate
148
+ 1.63%
$173.46 - $217.6 $25.7K - $32.2K
9.24K $2.01M
DVN
Devon Energy Corp

Energy
3.81K
+ 8.92%
$33.15 - $38.55 $126K - $147K
46.5K $1.74M
NCNO
N Cino, Inc.

Technology
12.5K
New
$27.36 - $34.81 $341K - $434K
12.5K $342K
UGI
Ugi Corp

Utilities
10.2K
New
$28.0 - $34.16 $286K - $349K
10.2K $337K
NEM
Newmont Corp

Basic Materials
4.42K
+ 40.07%
$37.79 - $48.39 $167K - $214K
15.4K $745K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
13.3K
New
$25.12 - $26.05 $334K - $347K
13.3K $335K
IEF
Ishares Barclays

ETFs
3.4K
+ 94.97%
$91.17 - $95.39 $310K - $324K
6.98K $665K
HDB
Hdfc Bank LTD

Financial Services
3.89K
+ 13.41%
$58.06 - $66.85 $226K - $260K
32.9K $2.19M
ABNB
Airbnb, Inc.

Consumer Cyclical
3.38K
+ 56.54%
$119.38 - $161.42 $404K - $546K
9.37K $1.12M
SNY
Sanofi

Healthcare
3.27K
+ 15.56%
$48.15 - $59.42 $157K - $194K
24.3K $1.35M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.67K
+ 2.42%
$169.43 - $182.84 $621K - $670K
155K $26.9M
UMC
United Microelectronics Corp

Technology
37.1K
+ 37.35%
$5.69 - $7.15 $211K - $265K
136K $975K
AL
Air Lease Corp

Industrials
6.6K
+ 10.2%
$43.38 - $51.13 $286K - $337K
71.3K $3.44M
PPC
Pilgrims Pride Corp

Consumer Defensive
60
+ 0.17%
$44.52 - $55.93 $2.67K - $3.36K
34.9K $1.9M
XLK
Technology Sector Spdr

ETFs
5.6K
+ 17.41%
$206.38 - $242.18 $1.16M - $1.36M
37.8K $7.8M
HESM
Hess Midstream LP

Energy
7.5K
New
$37.59 - $43.88 $282K - $329K
7.5K $317K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.7K
+ 100.71%
$51.45 - $58.51 $345K - $392K
13.4K $691K
IYT
Ishares Tr U.S. Transportation

ETFs
4.92K
New
$63.37 - $73.39 $312K - $361K
4.92K $315K
KLAC
Kla Corp

Technology
267
+ 10.03%
$636.62 - $777.63 $170K - $208K
2.93K $1.99M
SBUX
Starbucks Corp

Consumer Cyclical
385
+ 0.97%
$91.75 - $115.81 $35.3K - $44.6K
40.1K $3.93M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
6.43K
New
$46.86 - $50.66 $301K - $326K
6.43K $312K
FNV
Franco Nevada Corp

Basic Materials
1.45K
+ 70.6%
$120.72 - $157.56 $175K - $228K
3.5K $551K
ENB
Enbridge Inc

Energy
2.97K
+ 3.18%
$41.54 - $45.45 $123K - $135K
96.2K $4.26M
FNDX
Schwab Fundamental U S Large C

ETFs
13.2K
+ 11.08%
$23.03 - $25.01 $303K - $329K
132K $3.12M
FBT
First Trust Nyse Arca Biotechn

ETFs
1.78K
New
$164.86 - $182.19 $293K - $323K
1.78K $301K
CE
Celanese Corp

Basic Materials
5.15K
New
$47.02 - $74.12 $242K - $381K
5.15K $292K
WMB
Williams Companies, Inc.

Energy
874
+ 2.14%
$54.02 - $61.09 $47.2K - $53.4K
41.8K $2.5M
IYM
Ishares Tr

ETFs
2.07K
New
$128.53 - $142.03 $266K - $294K
2.07K $279K
IYH
Ishares Tr

ETFs
4.6K
New
$58.32 - $62.76 $268K - $288K
4.6K $279K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
2.39K
+ 3.83%
$9.49 - $14.83 $22.7K - $35.5K
64.8K $882K
RSG
Republic Services, Inc.

Industrials
418
+ 9.85%
$200.09 - $242.16 $83.6K - $101K
4.66K $1.13M
VLO
Valero Energy Corp

Energy
757
+ 4.16%
$121.76 - $142.99 $92.2K - $108K
19K $2.51M
ICSH
Blackrock Ultra Short Term Bon

ETFs
5.36K
New
$50.44 - $50.7 $270K - $272K
5.36K $271K
RXI
Ishares Tr

ETFs
1.52K
New
$176.15 - $195.4 $267K - $297K
1.52K $269K
SYK
Stryker Corp

Healthcare
316
+ 2.62%
$355.18 - $399.9 $112K - $126K
12.4K $4.61M
OKTA
Okta, Inc.

Technology
2.52K
New
$78.83 - $116.72 $198K - $294K
2.52K $264K
HWM
Howmet Aerospace Inc.

Industrials
1.28K
+ 27.07%
$110.79 - $139.39 $142K - $179K
6.02K $780K
WES
Western Midstream Partners, LP

Energy
6.4K
New
$37.87 - $42.89 $242K - $274K
6.4K $262K
NDAQ
Nasdaq, Inc.

Financial Services
4.45K
+ 8.43%
$72.17 - $83.76 $321K - $372K
57.2K $4.34M
VFVA
Vanguard Wellington Fd U S Val

ETFs
5.51K
+ 6.56%
$111.86 - $124.32 $616K - $685K
89.5K $10.2M
BGNE
Bei Gene, Ltd.

Healthcare
1.13K
New
$175.1 - $226.71 $199K - $257K
1.13K $257K
ADI
Analog Devices Inc

Technology
1.98K
+ 14.92%
$201.56 - $243.82 $398K - $482K
15.2K $3.07M
NTNX
Nutanix, Inc.

Technology
3.67K
New
$61.28 - $77.44 $225K - $284K
3.67K $256K
WOR
Worthington Industries Inc

Industrials
5.1K
New
$38.95 - $51.6 $199K - $263K
5.1K $255K
BDX
Becton Dickinson & CO

Healthcare
1.07K
+ 22.22%
$222.79 - $249.08 $238K - $266K
5.88K $1.35M
DSTX
ETF Ser Sol Distillate Intl Fu

ETFs
10.2K
New
$22.98 - $26.09 $235K - $266K
10.2K $255K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.31K
New
$108.02 - $120.45 $250K - $279K
2.31K $254K
SNEX
Stone X Group Inc.

Financial Services
3.29K
New
$76.12 - $126.89 $250K - $417K
3.29K $250K
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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