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
HCA
Hca Healthcare, Inc.

Healthcare
149
+ 4.84%
$296.7 - $345.55 $44.2K - $51.5K
3.23K $1.11M
DGX
Quest Diagnostics Inc

Healthcare
1.38K
+ 7.02%
N/A
21K $2.88M
MPC
Marathon Petroleum Corp

Energy
599
+ 3.62%
$134.72 - $159.03 $80.7K - $95.3K
17.2K $2.5M
CPRT
Copart Inc

Consumer Cyclical
3.63K
+ 17.95%
$52.3 - $59.83 $190K - $217K
23.8K $1.35M
ETR
Entergy Corp

Utilities
1.61K
+ 30.58%
$75.26 - $87.89 $121K - $142K
6.88K $588K
AMRN
Amarin Corp Plcuk

Healthcare
21.2K
New
$0.4 - $8.96 $8.48K - $190K
21.2K $189K
KR
Kroger CO

Consumer Defensive
538
+ 2.36%
$58.36 - $67.72 $31.4K - $36.4K
23.3K $1.58M
IWD
Ishares Russell 1000 Val ETF

ETFs
607
+ 2.6%
$182.82 - $196.21 $111K - $119K
23.9K $4.5M
AEM
Agnico Eagle Mines LTD

Basic Materials
856
+ 29.01%
$79.66 - $108.41 $68.2K - $92.8K
3.81K $412K
CUBE
Cube Smart

Real Estate
4.37K
+ 15.1%
$40.23 - $43.23 $176K - $189K
33.3K $1.42M
DG
Dollar General Corp

Consumer Defensive
1.3K
+ 23.81%
$68.44 - $87.93 $89K - $114K
6.76K $594K
SOFI
So Fi Technologies, Inc.

Financial Services
15.5K
New
$11.18 - $18.03 $174K - $280K
15.5K $180K
VXF
Vanguard Extended Market ETF

ETFs
1.15K
+ 103.89%
$170.36 - $201.04 $196K - $231K
2.26K $388K
BKR
Baker Hughes CO

Energy
3.2K
+ 26.87%
$41.16 - $48.85 $132K - $156K
15.1K $663K
HEFA
Ishares Currency Hedged Msci E

ETFs
3.83K
+ 18.1%
$34.83 - $37.52 $133K - $144K
25K $907K
OTIS
Otis Worldwide Corp

Industrials
719
+ 7.8%
$90.77 - $104.01 $65.3K - $74.8K
9.94K $1.03M
PEAK
Healthpeak Properties, Inc.

Real Estate
9.02K
+ 11.25%
N/A
89.2K $1.69M
CSX
Csx Corp

Industrials
17.6K
+ 13.94%
$29.11 - $33.67 $513K - $594K
144K $4.24M
AEE
Ameren Corp

Utilities
702
+ 8.9%
$86.87 - $103.67 $61K - $72.8K
8.59K $862K
VRSK
Verisk Analytics, Inc.

Industrials
359
+ 15.75%
$268.63 - $301.33 $96.4K - $108K
2.64K $785K
PSLV
Sprott Physical Silver Trust

Financial Services
1.05K
+ 1.41%
$9.86 - $11.68 $10.3K - $12.2K
75.3K $873K
KGC
Kinross Gold Corp

Basic Materials
3.37K
+ 10.01%
$9.69 - $12.61 $32.7K - $42.5K
37.1K $467K
PDD
Pinduoduo Inc.

Consumer Cyclical
482
+ 10.55%
$94.68 - $131.34 $45.6K - $63.3K
5.05K $597K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.31K
+ 22.86%
$100.59 - $103.47 $132K - $136K
7.06K $730K
ITUB
Itau Unibanco Holding S.A.

Financial Services
23.4K
+ 57.63%
$4.87 - $6.28 $114K - $147K
64K $352K
FNDE
Schwab Fundamental Emerging Mk

ETFs
3.85K
+ 23.65%
$28.11 - $32.0 $108K - $123K
20.1K $619K
TD
Toronto Dominion Bank

Financial Services
654
+ 4.11%
$53.12 - $61.15 $34.7K - $40K
16.6K $992K
GOLD
Barrick Gold Corp

Basic Materials
4.08K
+ 24.42%
$15.45 - $19.56 $63.1K - $79.8K
20.8K $404K
NOC
Northrop Grumman Corp

Industrials
36
+ 1.22%
$433.45 - $513.82 $15.6K - $18.5K
2.98K $1.52M
EBAY
Ebay Inc

Consumer Cyclical
788
+ 5.15%
$61.61 - $70.93 $48.5K - $55.9K
16.1K $1.09M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
99
+ 3.0%
$233.07 - $290.7 $23.1K - $28.8K
3.4K $916K
BBY
Best Buy CO Inc

Consumer Cyclical
2.54K
+ 65.3%
$70.3 - $91.1 $178K - $231K
6.43K $473K
ITRI
Itron, Inc.

Technology
2.24K
+ 8.84%
$92.6 - $110.29 $208K - $247K
27.6K $2.9M
DNP
Dnp Select Income Fund Inc

Financial Services
13.9K
New
$8.93 - $9.92 $124K - $138K
13.9K $137K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
3.37K
+ 3.96%
$14.13 - $16.72 $47.7K - $56.4K
88.5K $1.37M
WPM
Wheaton Precious Metals Corp.

Basic Materials
297
+ 5.83%
$55.75 - $77.63 $16.6K - $23.1K
5.39K $418K
TTWO
Take Two Interactive Software Inc

Communication Services
254
+ 7.52%
$178.61 - $217.95 $45.4K - $55.4K
3.63K $752K
AMP
Ameriprise Financial Inc

Financial Services
938
+ 13.94%
$472.29 - $575.13 $443K - $539K
7.67K $3.71M
HES
Hess Corp

Energy
129
+ 3.24%
$135.42 - $160.52 $17.5K - $20.7K
4.11K $656K
SCCO
Southern Copper Corp

Basic Materials
1.26K
+ 33.69%
$85.92 - $101.48 $108K - $127K
4.98K $465K
VOD
Vodafone Group Public LTD CO

Communication Services
13.4K
New
$8.05 - $9.86 $108K - $132K
13.4K $125K
VRSN
Verisign Inc

Technology
118
+ 6.02%
$205.1 - $254.74 $24.2K - $30.1K
2.08K $527K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
187
+ 5.1%
$132.75 - $177.12 $24.8K - $33.1K
3.85K $587K
PPL
Ppl Corp

Utilities
2.12K
+ 17.9%
$31.68 - $36.11 $67K - $76.4K
13.9K $503K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.82K
+ 9.26%
$67.03 - $74.61 $256K - $285K
45.1K $3.07M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
900
+ 6.34%
$17.16 - $25.25 $15.4K - $22.7K
15.1K $359K
PBA
Pembina Pipeline Corp

Energy
1.85K
+ 13.05%
$35.13 - $40.12 $65.1K - $74.4K
16.1K $642K
PHM
Pultegroup Inc

Consumer Cyclical
2.3K
+ 11.68%
$101.09 - $118.51 $233K - $273K
22K $2.26M
IDXX
Idexx Laboratories Inc

Healthcare
252
+ 14.96%
$406.29 - $469.04 $102K - $118K
1.94K $813K
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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