Sequoia Financial Advisors, LLC Incresed Positions in Q3 2024

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
50.8K
+ 1.73%
$255.18 - $283.2 $13M - $14.4M
2.98M $844M
AAPL
Apple Inc.

Technology
65.9K
+ 5.18%
$207.23 - $234.82 $13.7M - $15.5M
1.34M $312M
NVDA
Nvidia Corp

Technology
272K
+ 14.89%
$98.91 - $134.91 $26.9M - $36.7M
2.1M $255M
META
Meta Platforms, Inc.

Communication Services
34.7K
+ 28.25%
$453.41 - $572.44 $15.7M - $19.8M
157K $90.1M
DFAU
Dimensional ETF Tr

ETFs
441K
+ 10.07%
$35.8 - $39.69 $15.8M - $17.5M
4.82M $191M
IXUS
Ishares Tr

ETFs
77.5K
+ 2.02%
$64.9 - $73.35 $5.03M - $5.69M
3.91M $284M
JNJ
Johnson & Johnson

Healthcare
138K
+ 144.9%
$145.48 - $167.38 $20.1M - $23.1M
233K $37.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
23.7K
+ 10.63%
$405.19 - $478.57 $9.58M - $11.3M
246K $113M
OKE
Oneok Inc

Energy
196K
+ 2459.3%
$78.62 - $95.27 $15.4M - $18.7M
204K $18.6M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
326K
+ 4050.32%
$49.66 - $61.24 $16.2M - $19.9M
334K $18.2M
ORCL
Oracle Corp

Technology
80.3K
+ 61.73%
$125.9 - $170.35 $10.1M - $13.7M
210K $35.8M
WYNN
Wynn Resorts LTD

Consumer Cyclical
161K
+ 62.33%
$73.55 - $97.62 $11.8M - $15.7M
418K $40.1M
MSFT
Microsoft Corp

Technology
59.2K
+ 10.47%
$395.15 - $467.56 $23.4M - $27.7M
625K $269M
MRK
Merck & Co., Inc.

Healthcare
150K
+ 84.38%
$111.15 - $128.97 $16.7M - $19.4M
329K $37.3M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
278K
+ 26.79%
$41.34 - $43.55 $11.5M - $12.1M
1.32M $56.8M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
327K
+ 137.76%
$27.14 - $35.2 $8.88M - $11.5M
565K $19.8M
RTX
Raytheon Technologies Corp

Industrials
28.8K
+ 6.28%
$99.55 - $123.34 $2.87M - $3.55M
487K $59M
ACWI
Ishares Msci Acwi ETF

ETFs
29K
+ 2.35%
$107.24 - $119.84 $3.11M - $3.48M
1.27M $151M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
27.6K
+ 3.28%
$105.53 - $118.34 $2.91M - $3.26M
869K $102M
AVGO
Broadcom Inc.

Technology
467K
+ 963.54%
$136.27 - $1745.86 $63.6M - $815M
515K $88.9M
WMT
Walmart Inc.

Consumer Defensive
25.4K
+ 3.81%
$66.91 - $81.4 $1.7M - $2.07M
692K $55.8M
HD
Home Depot, Inc.

Consumer Cyclical
10.5K
+ 10.64%
$333.64 - $405.2 $3.5M - $4.25M
109K $44.2M
TXN
Texas Instruments Inc

Technology
51.2K
+ 166.52%
$194.6 - $194.6 $9.97M - $9.97M
82K $16M
IBM
International Business Machines Corp

Technology
22.7K
+ 23.93%
$175.1 - $223.38 $3.97M - $5.07M
118K $26M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.19K
+ 0.07%
$85.48 - $98.39 $187K - $216K
3.32M $320M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4.88K
+ 5.78%
$531.86 - $624.21 $2.59M - $3.05M
89.3K $55.2M
COST
Costco Wholesale Corp

Consumer Defensive
6.77K
+ 14.96%
$801.83 - $917.05 $5.43M - $6.21M
52K $46.1M
MGV
Vanguard Mega Cap Value

ETFs
10.4K
+ 1.63%
$118.0 - $128.28 $1.22M - $1.33M
646K $82.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
67.1K
+ 13.94%
$79.29 - $84.02 $5.32M - $5.63M
548K $45.9M
ESGR
Enstar Group LTD

Financial Services
22.8K
+ 640.79%
$316.48 - $348.31 $7.2M - $7.93M
26.3K $8.45M
JEF
Jefferies Financial Group Inc.

Financial Services
113K
+ 1534.75%
$49.97 - $62.49 $5.63M - $7.04M
120K $7.39M
PH
Parker Hannifin Corp

Industrials
1.51K
+ 3.2%
$501.01 - $635.92 $756K - $959K
48.6K $30.7M
CAT
Caterpillar Inc

Industrials
7.41K
+ 10.88%
$316.8 - $391.12 $2.35M - $2.9M
75.4K $29.5M
DFAI
Dimensional ETF Tr

ETFs
121K
+ 8.73%
$28.69 - $32.06 $3.47M - $3.88M
1.51M $47.9M
XOM
Exxon Mobil Corp

Energy
50.3K
+ 12.33%
$109.72 - $119.0 $5.52M - $5.99M
459K $53.8M
MCD
Mcdonalds Corp

Consumer Cyclical
10.3K
+ 14.28%
$245.82 - $304.51 $2.53M - $3.13M
82.2K $25M
CMCSA
Comcast Corp

Communication Services
145K
+ 59.01%
$37.33 - $41.78 $5.41M - $6.06M
391K $16.3M
ETN
Eaton Corp PLC

Industrials
17.9K
+ 59.93%
$272.52 - $333.02 $4.88M - $5.96M
47.8K $15.8M
AJG
Arthur J. Gallagher & Co.

Financial Services
17.9K
+ 37.72%
$259.22 - $299.75 $4.64M - $5.36M
65.3K $18.4M
V
Visa Inc.

Financial Services
16.2K
+ 12.5%
$253.74 - $291.56 $4.11M - $4.72M
146K $40.1M
FISV
Fiserv Inc

Technology
48.3K
+ 354.51%
N/A
61.9K $7.75M
JPM
Jpmorgan Chase & CO

Financial Services
17.9K
+ 6.73%
$194.9 - $224.8 $3.48M - $4.02M
283K $59.7M
JPIE
J P Morgan Exchange Traded Fd
97.5K
+ 6.33%
$45.17 - $46.39 $4.4M - $4.52M
1.64M $76M
SSNC
Ss&C Technologies Holdings Inc

Technology
47
+ 0.01%
$61.42 - $76.46 $2.89K - $3.59K
512K $38M
ZTS
Zoetis Inc.

Healthcare
7.68K
+ 4.06%
$172.58 - $196.48 $1.32M - $1.51M
197K $38.5M
NEE
Nextera Energy Inc

Utilities
16.2K
+ 5.2%
$69.9 - $84.97 $1.13M - $1.38M
327K $27.7M
TSLA
Tesla, Inc.

Consumer Cyclical
3.36K
+ 4.53%
$191.76 - $263.26 $645K - $885K
77.5K $20.3M
DHI
Horton D R Inc

Consumer Cyclical
10.7K
+ 15.79%
$135.21 - $197.06 $1.45M - $2.11M
78.5K $15M
DUHP
Dimensional ETF Tr Dimensional

ETFs
105K
+ 12.13%
$30.74 - $34.07 $3.21M - $3.56M
967K $32.9M
Activity Summary
Buys All Purchases 867 New Holdings 155 Increased Positions 712 Sells All Sells 343 Reductions 343 Sold out 0 Options Calls 7 Puts 7
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