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
MU
Micron Technology Inc

Technology
1.68K
+ 4.42%
$86.89 - $109.38 $146K - $184K
39.7K $3.45M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
7.74K
New
$30.35 - $33.16 $235K - $257K
7.74K $247K
OLN
Olin Corp

Basic Materials
10.2K
New
$23.36 - $34.41 $238K - $351K
10.2K $247K
IYG
Ishares Tr

ETFs
3.15K
New
$74.6 - $84.81 $235K - $267K
3.15K $247K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
10.1K
New
$23.61 - $24.38 $238K - $246K
10.1K $246K
KMI
Kinder Morgan, Inc.

Energy
1.55K
+ 0.87%
$26.1 - $31.22 $40.4K - $48.3K
179K $5.12M
GNRC
Generac Holdings Inc.

Industrials
1.94K
New
$126.65 - $164.06 $245K - $318K
1.94K $245K
PLD
Prologis, Inc.

Real Estate
1.5K
+ 12.18%
$103.59 - $124.04 $155K - $186K
13.8K $1.54M
RYN
Rayonier Inc

Real Estate
3.66K
+ 4.66%
$24.95 - $28.24 $91.4K - $103K
82.3K $2.29M
PKI
Perkinelmer Inc

Healthcare
1.99K
+ 7.68%
N/A
27.9K $3.38M
PINS
Pinterest, Inc.

Communication Services
7.57K
New
$29.79 - $40.0 $225K - $303K
7.57K $234K
OSIS
Osi Systems Inc

Technology
1.2K
New
$153.35 - $219.6 $185K - $264K
1.2K $233K
LNC
Lincoln National Corp

Financial Services
6.46K
New
$30.06 - $39.23 $194K - $253K
6.46K $231K
AFL
Aflac Inc

Financial Services
951
+ 5.94%
$100.99 - $111.19 $96K - $106K
17K $1.89M
IYJ
Ishares Tr

ETFs
1.75K
New
$127.48 - $142.0 $223K - $248K
1.75K $227K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.93K
+ 14.25%
$360.07 - $417.26 $1.06M - $1.22M
23.5K $8.49M
CHT
Chunghwa Telecom CO LTD

Communication Services
4.71K
+ 18.67%
$36.78 - $39.46 $173K - $186K
29.9K $1.17M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.27K
+ 91.63%
$192.82 - $222.1 $245K - $282K
2.66K $512K
AR
Antero Resources Corp

Energy
5.44K
New
$33.64 - $41.42 $183K - $225K
5.44K $220K
LBRDA
Liberty Broadband Corp

Communication Services
2.58K
New
$72.73 - $88.43 $188K - $228K
2.58K $219K
PAA
Plains All American Pipeline LP

Energy
10.9K
New
$17.32 - $20.96 $189K - $228K
10.9K $217K
INTU
Intuit Inc

Technology
710
+ 4.69%
$555.63 - $630.23 $394K - $447K
15.8K $9.73M
UNM
Unum Group

Financial Services
2.66K
New
$71.8 - $83.34 $191K - $221K
2.66K $216K
MGK
Vanguard Mega Cap Growth ETF

ETFs
702
New
$307.43 - $357.48 $216K - $251K
702 $216K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
29.5K
+ 6.27%
$32.42 - $36.13 $955K - $1.06M
499K $16.5M
LOW
Lowes Companies Inc

Consumer Cyclical
3.08K
+ 8.28%
$222.66 - $268.42 $686K - $827K
40.3K $9.39M
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.12K
New
$99.5 - $110.97 $211K - $235K
2.12K $213K
SNN
Smith & Nephew PLC

Healthcare
7.45K
New
$23.89 - $30.34 $178K - $226K
7.45K $211K
MSTR
Microstrategy Inc

Technology
760
+ 12.81%
$239.27 - $396.5 $182K - $301K
6.7K $1.93M
MRCC
Monroe Capital Corp

Financial Services
27K
New
$7.61 - $8.81 $205K - $238K
27K $210K
ES
Eversource Energy

Utilities
2.01K
+ 11.04%
$55.63 - $63.8 $112K - $128K
20.2K $1.26M
PKX
Posco Holdings Inc.

Basic Materials
3.45K
+ 30.8%
$39.82 - $55.32 $137K - $191K
14.7K $696K
DFIC
Dimensional ETF Tr Dimensional

ETFs
7.52K
New
$25.54 - $28.79 $192K - $217K
7.52K $208K
HOOD
Robinhood Markets, Inc.

Technology
4.37K
+ 72.16%
$35.63 - $65.28 $156K - $285K
10.4K $433K
GFI
Gold Fields LTD

Basic Materials
5.1K
+ 47.89%
$13.84 - $22.09 $70.6K - $113K
15.8K $348K
NNN
National Retail Properties, Inc.

Real Estate
4.84K
New
$38.0 - $43.19 $184K - $209K
4.84K $206K
EAT
Brinker International, Inc

Consumer Cyclical
1.38K
New
$133.46 - $189.14 $184K - $261K
1.38K $205K
EQNR
Equinor Asa

Energy
7.75K
New
$22.37 - $26.45 $173K - $205K
7.75K $204K
XBAP
Innovator ETF Tr Us Equity Acc
5.83K
New
$33.63 - $34.94 $196K - $204K
5.83K $203K
HYDB
Ishares Tr Edge High Yield Def

ETFs
4.31K
New
$46.82 - $47.8 $202K - $206K
4.31K $203K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
8.48K
New
$22.98 - $24.13 $195K - $205K
8.48K $202K
ESLT
Elbit Systems LTD

Industrials
55
+ 3.81%
$261.47 - $413.0 $14.4K - $22.7K
1.5K $574K
IWR
Ishares Russell Mid Cap ETF

ETFs
3.98K
+ 9.59%
$82.81 - $92.93 $330K - $370K
45.5K $3.87M
MPWR
Monolithic Power Systems Inc

Technology
378
+ 23.12%
$565.7 - $720.25 $214K - $272K
2.01K $1.17M
BKF
Ishares Mcsi Bic ETF

ETFs
5K
New
$34.86 - $41.56 $174K - $208K
5K $200K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.95K
New
$50.48 - $51.04 $199K - $201K
3.95K $200K
APH
Amphenol Corp

Technology
4.34K
+ 19.23%
$61.62 - $78.55 $267K - $341K
26.9K $1.76M
NOMD
Nomad Foods LTD

Consumer Defensive
10K
New
$15.61 - $20.54 $156K - $205K
10K $196K
LPL
Lg Display Co., Ltd.

Technology
61.7K
+ 161.19%
$3.08 - $3.49 $190K - $215K
99.9K $310K
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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