Sequoia Financial Advisors, LLC Incresed Positions in Q4 2024

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CVE
Cenovus Energy Inc.

Energy
3.32K
+ 19.94%
$14.35 - $18.36 $47.6K - $61K
20K $302K
LOGI
Logitech International S.A.

Technology
484
+ 21.12%
$77.08 - $91.82 $37.3K - $44.4K
2.78K $228K
DHS
Wisdomtree Tr U.S

ETFs
258
+ 7.74%
$92.66 - $100.58 $23.9K - $25.9K
3.59K $335K
IHE
Ishares Tr

ETFs
550
+ 19.08%
$65.15 - $71.86 $35.8K - $39.5K
3.43K $225K
VALE
Vale S.A.

Basic Materials
5.94K
+ 55.4%
$8.74 - $11.78 $51.9K - $70K
16.7K $147K
VTWV
Vanguard Russell 2000 Value Et

ETFs
186
+ 10.31%
$143.69 - $159.92 $26.7K - $29.7K
1.99K $287K
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.26K
+ 16.16%
$28.89 - $33.95 $65.3K - $76.8K
16.3K $472K
LBRT
Liberty Energy Inc.

Energy
319
+ 1.76%
$16.68 - $20.84 $5.32K - $6.65K
18.4K $365K
UDR
Udr, Inc.

Real Estate
779
+ 11.29%
$41.3 - $46.33 $32.2K - $36.1K
7.68K $333K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
991
+ 16.45%
$47.66 - $51.84 $47.2K - $51.4K
7.02K $335K
CHD
Church & Dwight CO Inc

Consumer Defensive
177
+ 1.59%
$99.11 - $112.25 $17.5K - $19.9K
11.3K $1.18M
EQR
Equity Residential

Real Estate
368
+ 13.7%
$69.12 - $77.48 $25.4K - $28.5K
3.06K $219K
QLD
Proshares Ultra Qqq

ETFs
2
+ 0.08%
$97.85 - $120.25 $196 - $241
2.5K $270K
REI
Ring Energy, Inc.

Energy
16.6K
+ 103.87%
$1.22 - $1.8 $20.2K - $29.8K
32.5K $44K
CTO
Cto Realty Growth, Inc.

Real Estate
226
+ 1.06%
$18.57 - $20.65 $4.2K - $4.67K
21.5K $422K
RPM
Rpm International Inc

Basic Materials
22
+ 0.29%
$120.09 - $140.26 $2.64K - $3.09K
7.66K $942K
UEC
Uranium Energy Corp

Energy
668
+ 2.61%
$6.55 - $8.6 $4.38K - $5.74K
26.3K $176K
VXRT
Vaxart, Inc.

Healthcare
35.2K
+ 140.85%
$0.54 - $0.86 $19K - $30.3K
60.2K $39K
HBI
Hanesbrands Inc.

Consumer Cyclical
908
+ 7.52%
$6.91 - $8.91 $6.27K - $8.09K
13K $105K
BIIB
Biogen Inc.

Healthcare
729
+ 31.74%
$146.47 - $191.55 $107K - $140K
3.03K $462K
BNS
Bank Of Nova Scotia

Financial Services
362
+ 8.93%
$51.5 - $57.02 $18.6K - $20.6K
4.42K $237K
VTR
Ventas, Inc.

Real Estate
661
+ 14.67%
$57.73 - $66.48 $38.2K - $43.9K
5.17K $304K
PPC
Pilgrims Pride Corp

Consumer Defensive
841
+ 2.47%
$43.57 - $53.82 $36.6K - $45.3K
34.8K $1.58M
BAP
Credicorp LTD

Financial Services
63
+ 4.22%
$180.17 - $198.65 $11.4K - $12.5K
1.56K $285K
AER
Aer Cap Holdings N.V.

Industrials
84
+ 1.2%
$91.85 - $100.3 $7.72K - $8.43K
7.1K $679K
TRP
Tc Energy Corp

Energy
526
+ 5.45%
$44.03 - $50.23 $23.2K - $26.4K
10.2K $473K
LDOS
Leidos Holdings, Inc.

Technology
307
+ 20.04%
$143.17 - $201.39 $44K - $61.8K
1.84K $264K
INFY
Infosys LTD

Technology
1.86K
+ 2.45%
$20.71 - $23.42 $38.5K - $43.6K
77.7K $1.7M
CENTA
Central Garden & Pet Company C

Consumer Defensive
26
+ 0.34%
$28.13 - $36.73 $731 - $955
7.57K $250K
VIAV
Viavi Solutions Inc.

Technology
20
+ 0.17%
$8.94 - $11.16 $179 - $223
11.6K $117K
FLR
Fluor Corp

Industrials
48
+ 0.69%
$46.92 - $58.93 $2.25K - $2.83K
7.03K $346K
OC
Owens Corning

Industrials
133
+ 8.51%
$169.41 - $210.81 $22.5K - $28K
1.7K $288K
XAR
Spdr S&P Aerospace & Defense E

ETFs
4
+ 0.27%
$153.8 - $176.52 $615 - $706
1.49K $247K
ESE
Esco Technologies Inc

Technology
15
+ 0.65%
$120.68 - $151.38 $1.81K - $2.27K
2.32K $309K
CODI
Compass Diversified Holdings

Industrials
19
+ 0.17%
$20.56 - $24.27 $391 - $461
11K $254K
USRT
Ishares Core U.S. Reit ETF

ETFs
515
+ 11.77%
$55.97 - $62.75 $28.8K - $32.3K
4.89K $280K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.81K
+ 2.78%
$22.39 - $23.45 $40.5K - $42.4K
67K $1.54M
HYLB
Xtrackers Usd High Yield Corp

ETFs
413
+ 7.47%
$35.95 - $36.76 $14.8K - $15.2K
5.94K $214K
EPI
Wisdomtree Tr India Earnings F

ETFs
761
+ 16.33%
$45.09 - $50.08 $34.3K - $38.1K
5.42K $245K
FNDC
Schwab Fundamental Intl Small

ETFs
1.4K
+ 14.34%
$33.92 - $38.03 $47.4K - $53.1K
11.1K $380K
URI
United Rentals, Inc.

Industrials
213
+ 15.82%
$704.44 - $880.32 $150K - $188K
1.56K $1.1M
HOLX
Hologic Inc

Healthcare
1.08K
+ 14.62%
$70.76 - $83.72 $76.4K - $90.4K
8.47K $610K
MDB
Mongo Db, Inc.

Technology
211
+ 18.89%
$232.81 - $350.13 $49.1K - $73.9K
1.33K $309K
SSB
South State Corp

Financial Services
3
+ 0.09%
$94.05 - $111.93 $282 - $336
3.22K $320K
CLDT
Chatham Lodging Trust

Real Estate
217
+ 1.55%
$7.8 - $9.88 $1.69K - $2.14K
14.3K $127K
MPAA
Motorcar Parts America Inc

Consumer Cyclical
34
+ 0.09%
$5.22 - $8.38 $177 - $285
38.1K $289K
XPEV
Xpeng Inc.

Consumer Cyclical
1.03K
+ 7.69%
$10.22 - $15.3 $10.5K - $15.7K
14.4K $170K
IR
Ingersoll Rand Inc.

Industrials
507
+ 9.92%
$90.46 - $105.35 $45.9K - $53.4K
5.62K $508K
HSIC
Henry Schein Inc

Healthcare
412
+ 7.23%
$66.54 - $77.66 $27.4K - $32K
6.11K $422K
Activity Summary
Buys All Purchases 987 New Holdings 150 Increased Positions 837 Sells All Sells 300 Reductions 300 Sold out 0 Options Calls 6 Puts 5
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