Sequoia Financial Advisors, LLC Incresed Positions in Q1 2025

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Canadian Pacific Kansas City
448
+ 3.6%
N/A
12.9K $0
Arista Networks Inc
300
+ 1.1%
N/A
27.5K $0
Linde PLC
413
+ 3.49%
N/A
12.2K $0
Rb Global Inc
46
+ 1.32%
N/A
3.53K $0
Fidelity Wise Origin Bitcoin
257
+ 4.08%
N/A
6.56K $0
Flutter Entmt PLC
53
+ 2.97%
N/A
1.84K $0
America Movil Sab De Cv
4.15K
+ 38.38%
N/A
15K $0
LGFB
Lions Gate Entmt Corp Cl B Non
1.93K
+ 2.66%
N/A
74.3K $0
Graniteshares ETF Tr
12.5K
+ 49.41%
N/A
37.8K $0
Cellectar Biosciences Inc
189K
+ 1301.79%
N/A
203K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
1.09K
+ 6.3%
N/A
18.5K $0
Fidelity Covington Trust
7
+ 0.08%
N/A
8.39K $0
IXN
Ishares Global Information Tec

ETFs
359
+ 11.55%
$75.73 - $88.4 $27.2K - $31.7K
3.47K $262K
NSIT
Insight Enterprises Inc

Technology
8
+ 0.5%
$149.36 - $174.13 $1.19K - $1.39K
1.6K $239K
TWLO
Twilio Inc

Communication Services
174
+ 9.23%
$94.9 - $148.35 $16.5K - $25.8K
2.06K $201K
ONB
Old National Bancorp

Financial Services
384
+ 2.0%
$20.11 - $24.45 $7.72K - $9.39K
19.6K $414K
AAON
Aaon, Inc.

Industrials
1.05K
+ 49.18%
$73.52 - $136.95 $77.5K - $144K
3.2K $249K
ENTG
Entegris Inc

Technology
285
+ 11.48%
$87.48 - $109.53 $24.9K - $31.2K
2.77K $242K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
224
+ 2.9%
$26.53 - $29.63 $5.94K - $6.64K
7.94K $213K
TFSL
Tfs Financial Corp

Financial Services
45
+ 0.15%
$12.02 - $13.88 $541 - $625
30.5K $377K
VOX
Vanguard Communication Service

ETFs
18
+ 1.33%
$147.73 - $169.24 $2.66K - $3.05K
1.37K $202K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
191
+ 5.51%
$89.18 - $104.04 $17K - $19.9K
3.66K $334K
CMF
Ishares California Muni Bond E

ETFs
7
+ 0.08%
$55.93 - $57.47 $392 - $402
9.08K $511K
FVAL
Fidelity Covington Tr Value Fa

ETFs
27
+ 0.46%
$58.79 - $65.0 $1.59K - $1.76K
5.92K $353K
MUSA
Murphy Usa Inc.

Consumer Cyclical
12
+ 2.58%
$435.02 - $515.95 $5.22K - $6.19K
478 $224K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
1.11K
+ 2.07%
$5.83 - $7.58 $6.49K - $8.44K
55K $341K
DOV
Dover Corp

Industrials
139
+ 4.89%
$174.65 - $206.43 $24.3K - $28.7K
2.98K $523K
CALM
Cal Maine Foods Inc

Consumer Defensive
191
+ 8.23%
$80.87 - $115.8 $15.4K - $22.1K
2.51K $228K
KFS
Kingsway Financial Services Inc

Consumer Cyclical
34
+ 0.14%
$7.29 - $8.38 $248 - $285
23.6K $187K
VTRS
Viatris Inc

Healthcare
7.52K
+ 36.96%
$8.68 - $12.42 $65.3K - $93.4K
27.9K $242K
VTWV
Vanguard Russell 2000 Value Et

ETFs
82
+ 4.12%
$131.51 - $149.24 $10.8K - $12.2K
2.07K $275K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
108
+ 0.72%
$10.61 - $16.49 $1.15K - $1.78K
15.1K $187K
VXRT
Vaxart, Inc.

Healthcare
3.4K
+ 5.65%
$0.41 - $0.94 $1.39K - $3.2K
63.6K $26K
WTBA
West Bancorporation Inc

Financial Services
270
+ 2.52%
$19.94 - $22.62 $5.38K - $6.11K
11K $218K
MTD
Mettler Toledo International Inc

Healthcare
11
+ 1.79%
$1177.09 - $1390.0 $12.9K - $15.3K
627 $740K
RJF
Raymond James Financial Inc

Financial Services
261
+ 8.79%
$137.62 - $172.64 $35.9K - $45.1K
3.23K $448K
ITT
Itt Inc.

Industrials
2.77K
+ 10.22%
$128.71 - $153.88 $356K - $425K
29.8K $3.85M
XSMO
Invesco S&P Smallcap Momentum

ETFs
4.72K
+ 5.09%
$59.97 - $70.03 $283K - $330K
97.4K $6.11M
FRPH
Frp Holdings, Inc.

Real Estate
6
+ 0.07%
$27.55 - $31.52 $165 - $189
9.22K $263K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
600
+ 2.8%
$7.39 - $9.09 $4.43K - $5.45K
22K $163K
LCID
Lucid Group, Inc.

Consumer Cyclical
17.4K
+ 16.82%
$2.03 - $3.48 $35.3K - $60.4K
121K $291K
TECK
Teck Resources LTD

Basic Materials
545
+ 5.56%
$36.43 - $43.86 $19.9K - $23.9K
10.4K $377K
ET
Energy Transfer LP

Energy
1.56K
+ 3.23%
$17.26 - $21.08 $26.9K - $32.8K
49.9K $926K
SLF
Sun Life Financial Inc

Financial Services
44
+ 0.39%
$54.05 - $59.19 $2.38K - $2.6K
11.3K $644K
MET
Metlife Inc

Financial Services
13
+ 0.09%
$77.7 - $87.0 $1.01K - $1.13K
14.9K $1.2M
AEIS
Advanced Energy Industries Inc

Industrials
187
+ 9.43%
$94.8 - $131.54 $17.7K - $24.6K
2.17K $206K
KEY
Keycorp

Financial Services
3.15K
+ 4.79%
$15.15 - $18.3 $47.6K - $57.6K
68.9K $1.1M
BDN
Brandywine Realty Trust

Real Estate
260
+ 1.09%
$4.44 - $5.66 $1.15K - $1.47K
24.1K $107K
STT
State Street Corp

Financial Services
118
+ 2.75%
$84.47 - $102.23 $9.97K - $12.1K
4.41K $395K
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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