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
UUUU
Energy Fuels Inc

Energy
534
+ 2.52%
$3.73 - $5.88 $1.99K - $3.14K
21.7K $81K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
1.76K
+ 16.21%
$32.41 - $44.87 $57K - $78.9K
12.6K $409K
EXPE
Expedia Group, Inc.

Consumer Cyclical
96
+ 3.98%
$157.11 - $206.52 $15.1K - $19.8K
2.51K $421K
ARGX
Argenx Se

Healthcare
24
+ 1.33%
$571.0 - $671.75 $13.7K - $16.1K
1.83K $1.08M
VNT
Vontier Corp

Technology
7.74K
+ 9.9%
$32.1 - $40.32 $249K - $312K
85.9K $2.82M
OC
Owens Corning

Industrials
127
+ 7.49%
$137.83 - $191.19 $17.5K - $24.3K
1.82K $260K
NG
Novagold Resources Inc

Basic Materials
1.93K
+ 2.32%
$2.92 - $3.57 $5.63K - $6.88K
84.9K $247K
PTC
Ptc Inc.

Technology
154
+ 8.28%
$153.3 - $193.48 $23.6K - $29.8K
2.01K $312K
ESI
Element Solutions Inc

Basic Materials
10.5K
+ 11.14%
$22.61 - $27.55 $236K - $288K
104K $2.36M
BLDR
Builders First Source, Inc.

Industrials
30
+ 1.53%
$122.8 - $173.51 $3.68K - $5.21K
1.99K $248K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
365
+ 3.15%
$120.24 - $134.3 $43.9K - $49K
11.9K $1.46M
IWN
Ishares Russell2000 Val ETF

ETFs
191
+ 3.77%
$149.27 - $169.4 $28.5K - $32.4K
5.25K $793K
SKYW
Skywest Inc

Industrials
43
+ 1.23%
$81.46 - $120.92 $3.5K - $5.2K
3.54K $309K
SOXX
Ishares Semiconductor ETF

ETFs
38
+ 2.16%
$188.17 - $235.81 $7.15K - $8.96K
1.8K $338K
PKG
Packaging Corp Of America

Consumer Cyclical
49
+ 2.61%
$192.03 - $242.13 $9.41K - $11.9K
1.93K $381K
JETS
ETF Ser Solutions U S Global J

ETFs
95
+ 0.99%
$20.77 - $26.81 $1.97K - $2.55K
9.66K $200K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
1.62K
+ 14.53%
$18.53 - $29.07 $29.9K - $47K
12.7K $241K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.13K
+ 7.91%
$168.84 - $202.89 $191K - $229K
15.4K $2.71M
CODI
Compass Diversified Holdings

Industrials
18
+ 0.16%
$18.67 - $22.9 $336 - $412
11K $206K
RY
Royal Bank Of Canada

Financial Services
618
+ 4.07%
$108.81 - $123.4 $67.2K - $76.3K
15.8K $1.78M
SPXC
Spx Corp

Industrials
59
+ 1.74%
$128.78 - $154.37 $7.6K - $9.11K
3.45K $443K
GWW
W.W. Grainger, Inc.

Industrials
37
+ 2.82%
$953.54 - $1132.42 $35.3K - $41.9K
1.35K $1.33M
NWBI
Northwest Bancshares, Inc.

Financial Services
9.85K
+ 6.79%
$11.78 - $13.39 $116K - $132K
155K $1.86M
HUBS
Hubspot Inc

Technology
96
+ 11.43%
$571.29 - $819.71 $54.8K - $78.7K
936 $534K
TXT
Textron Inc

Industrials
2.1K
+ 4.39%
$70.19 - $81.2 $147K - $171K
49.9K $3.61M
IX
Orix Corp

Financial Services
16K
+ 352.05%
$20.44 - $107.42 $326K - $1.72M
20.5K $428K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
73
+ 0.47%
$37.35 - $43.35 $2.73K - $3.16K
15.5K $587K
EME
Emcor Group, Inc.

Industrials
26
+ 3.4%
$361.16 - $535.99 $9.39K - $13.9K
791 $292K
ROG
Rogers Corp

Technology
704
+ 22.91%
$67.53 - $102.68 $47.5K - $72.3K
3.78K $255K
DDS
Dillard'S, Inc.

Consumer Cyclical
35
+ 3.46%
$353.25 - $508.77 $12.4K - $17.8K
1.05K $374K
TCOM
Trip.Com Group LTD

Consumer Cyclical
1
+ 0.01%
$56.68 - $73.5 $56.7 - $73.5
12.7K $810K
CNX
Cnx Resources Corp

Energy
83
+ 0.62%
$27.38 - $37.32 $2.27K - $3.1K
13.5K $425K
ASML
Asml Holding Nv

Technology
55
+ 1.61%
$662.63 - $776.99 $36.4K - $42.7K
3.48K $2.3M
ARES
Ares Management Corp

Financial Services
127
+ 4.25%
$140.19 - $198.28 $17.8K - $25.2K
3.11K $456K
UAL
United Airlines Holdings, Inc.

Industrials
123
+ 4.2%
$69.05 - $110.52 $8.49K - $13.6K
3.06K $210K
PAYO
Payoneer Global Inc.

Technology
519
+ 1.79%
$7.04 - $11.04 $3.65K - $5.73K
29.5K $215K
FLR
Fluor Corp

Industrials
273
+ 3.88%
$34.29 - $55.28 $9.36K - $15.1K
7.3K $261K
ASX
Ase Technology Holding Co., Ltd.

Technology
4.74K
+ 4.89%
$8.76 - $11.36 $41.5K - $53.8K
102K $889K
IWP
Ishares Russell Mid Cap Growth

ETFs
535
+ 3.26%
$114.9 - $139.6 $61.5K - $74.7K
16.9K $1.99M
HPQ
Hp Inc

Technology
1.16K
+ 4.63%
$27.69 - $34.72 $32.2K - $40.4K
26.3K $727K
ROST
Ross Stores, Inc.

Consumer Cyclical
825
+ 9.7%
$123.3 - $154.95 $102K - $128K
9.33K $1.19M
TROW
Price T Rowe Group Inc

Financial Services
213
+ 3.86%
$91.57 - $116.93 $19.5K - $24.9K
5.73K $526K
H
Hyatt Hotels Corp

Consumer Cyclical
48
+ 1.52%
$120.83 - $166.34 $5.8K - $7.98K
3.21K $393K
MLM
Martin Marietta Materials Inc

Basic Materials
637
+ 5.97%
$460.39 - $552.64 $293K - $352K
11.3K $5.41M
ROK
Rockwell Automation, Inc

Industrials
83
+ 1.79%
$255.29 - $303.75 $21.2K - $25.2K
4.73K $1.22M
IRM
Iron Mountain Inc

Real Estate
580
+ 6.99%
$82.79 - $111.31 $48K - $64.6K
8.87K $763K
HON
Honeywell International Inc

Industrials
13.1K
+ 6.42%
$202.75 - $226.52 $2.66M - $2.97M
218K $46.1M
GPN
Global Payments Inc

Industrials
8.61K
+ 12.58%
$92.18 - $113.03 $794K - $973K
77K $7.54M
TM
Toyota Motor Corp

Consumer Cyclical
186
+ 2.1%
$176.53 - $195.35 $32.8K - $36.3K
9.02K $1.59M
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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