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
TTE
Total Energies Se

Energy
710
+ 3.87%
$68.61 - $68.61 $48.7K - $48.7K
19.1K $1.31M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
667
+ 23.74%
$94.31 - $103.26 $62.9K - $68.9K
3.48K $356K
XPEV
Xpeng Inc.

Consumer Cyclical
2.61K
+ 24.27%
$6.63 - $12.72 $17.3K - $33.2K
13.4K $162K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
118
+ 0.77%
$116.79 - $133.54 $13.8K - $15.8K
15.5K $2.04M
EXR
Extra Space Storage Inc.

Real Estate
129
+ 5.38%
$151.92 - $183.06 $19.6K - $23.6K
2.53K $455K
SE
Sea LTD

Consumer Cyclical
180
+ 6.2%
$59.94 - $94.83 $10.8K - $17.1K
3.08K $290K
GPI
Group 1 Automotive Inc

Consumer Cyclical
10
+ 1.09%
$280.92 - $391.73 $2.81K - $3.92K
930 $356K
ROKU
Roku, Inc

Communication Services
202
+ 4.47%
$51.67 - $77.48 $10.4K - $15.7K
4.72K $352K
IGV
Ishares Expanded Tech Software

ETFs
855
+ 36.57%
$77.94 - $89.37 $66.6K - $76.4K
3.19K $285K
MKC
Mccormick & CO Inc

Consumer Defensive
293
+ 5.71%
$69.44 - $84.76 $20.3K - $24.8K
5.43K $446K
PRU
Prudential Financial Inc

Financial Services
427
+ 5.65%
$105.53 - $127.32 $45.1K - $54.4K
7.98K $966K
UEC
Uranium Energy Corp

Energy
12.6K
+ 96.35%
$4.26 - $6.85 $53.6K - $86.2K
25.6K $158K
XLG
Invesco Exchange Traded Fd Tr

ETFs
745
+ 2.97%
$42.54 - $47.97 $31.7K - $35.7K
25.8K $1.23M
VONE
Vanguard Russell 1000 ETF

ETFs
84
+ 2.06%
$234.0 - $260.07 $19.7K - $21.8K
4.16K $1.08M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
1.98K
+ 13.44%
$13.75 - $18.24 $27.2K - $36.1K
16.7K $276K
SRE
Sempra Energy

Utilities
312
+ 4.65%
$74.97 - $84.04 $23.4K - $26.2K
7.02K $587K
RF
Regions Financial Corp

Financial Services
545
+ 2.76%
$19.51 - $23.42 $10.6K - $12.8K
20.3K $472K
WIT
Wipro LTD

Technology
888
+ 0.47%
$5.66 - $6.89 $5.03K - $6.12K
190K $1.23M
SKYW
Skywest Inc

Industrials
767
+ 20.23%
$68.08 - $87.62 $52.2K - $67.2K
4.56K $387K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
3.32K
+ 14.43%
$13.0 - $15.08 $43.1K - $50K
26.3K $373K
MTH
Meritage Homes Corp

Consumer Cyclical
12
+ 0.71%
$152.23 - $213.69 $1.83K - $2.56K
1.69K $347K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
372
+ 18.36%
$127.29 - $141.5 $47.4K - $52.6K
2.4K $334K
VFH
Vanguard Financial ETF

ETFs
305
+ 7.61%
$99.27 - $111.21 $30.3K - $33.9K
4.31K $473K
XLP
Consumer Staples Sector Spdr

ETFs
1.04K
+ 8.55%
$76.04 - $76.04 $79.2K - $79.2K
13.2K $1M
ATI
Allegheny Technologies Inc

Industrials
172
+ 3.3%
$54.26 - $67.71 $9.33K - $11.6K
5.38K $360K
SSB
South State Corp

Financial Services
71
+ 2.26%
$75.47 - $101.63 $5.36K - $7.22K
3.22K $312K
PODD
Insulet Corp

Healthcare
31
+ 1.48%
$180.69 - $239.01 $5.6K - $7.41K
2.12K $493K
BURL
Burlington Stores, Inc.

Consumer Cyclical
39
+ 1.49%
$233.02 - $278.99 $9.09K - $10.9K
2.66K $701K
AVB
Avalonbay Communities Inc

Real Estate
138
+ 6.32%
$200.95 - $234.65 $27.7K - $32.4K
2.32K $522K
LEG
Leggett & Platt Inc

Consumer Cyclical
3.54K
+ 34.11%
$10.67 - $14.12 $37.8K - $50K
13.9K $189K
ARES
Ares Management Corp

Financial Services
95
+ 3.85%
$133.73 - $158.05 $12.7K - $15K
2.56K $398K
SCHC
Schwab Strategic Tr Intl Small

ETFs
594
+ 3.84%
$34.48 - $38.87 $20.5K - $23.1K
16.1K $619K
GOLD
Barrick Gold Corp

Basic Materials
1.18K
+ 8.27%
$16.56 - $21.01 $19.6K - $24.8K
15.5K $307K
ETR
Entergy Corp

Utilities
105
+ 4.78%
$104.75 - $131.61 $11K - $13.8K
2.3K $302K
XLY
Select Sector Spdr Consumer Di

ETFs
60
+ 1.9%
$170.05 - $200.86 $10.2K - $12.1K
3.21K $643K
BCS
Barclays PLC

Financial Services
2.35K
+ 8.44%
$10.59 - $12.45 $24.9K - $29.2K
30.2K $366K
DPZ
Dominos Pizza Inc

Consumer Cyclical
280
+ 45.6%
$402.52 - $505.35 $113K - $141K
894 $384K
KEX
Kirby Corp

Industrials
56
+ 0.25%
$107.57 - $129.59 $6.02K - $7.26K
22.5K $2.76M
EME
Emcor Group, Inc.

Industrials
54
+ 8.4%
$340.22 - $435.6 $18.4K - $23.5K
697 $300K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
322
+ 10.59%
$152.9 - $180.39 $49.2K - $58.1K
3.36K $587K
HOLX
Hologic Inc

Healthcare
173
+ 2.4%
$73.48 - $83.64 $12.7K - $14.5K
7.39K $601K
VTR
Ventas, Inc.

Real Estate
147
+ 3.37%
$50.88 - $65.33 $7.48K - $9.6K
4.51K $288K
ARCB
Arcbest Corp

Industrials
561
+ 15.24%
$98.5 - $126.05 $55.3K - $70.7K
4.24K $459K
RELX
Relx PLC

Communication Services
844
+ 5.56%
$44.1 - $48.86 $37.2K - $41.2K
16K $761K
SSO
Proshares Ultra S&P 500

ETFs
19
+ 0.23%
$73.92 - $90.17 $1.4K - $1.71K
8.14K $733K
ICF
Ishares Tr

ETFs
260
+ 4.93%
$56.77 - $67.33 $14.8K - $17.5K
5.53K $364K
GRFS
Grifols Sa

Healthcare
520
+ 2.32%
$6.28 - $9.38 $3.27K - $4.88K
22.9K $203K
LUV
Southwest Airlines CO

Industrials
1.7K
+ 15.75%
$23.7 - $29.93 $40.3K - $50.9K
12.5K $370K
MTD
Mettler Toledo International Inc

Healthcare
3
+ 0.54%
$1308.0 - $1521.03 $3.92K - $4.56K
558 $836K
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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