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
BWXT
Bwx Technologies, Inc.

Industrials
3.72K
+ 9.38%
$96.59 - $128.46 $359K - $477K
43.3K $4.27M
FIX
Comfort Systems Usa Inc

Industrials
18
+ 1.27%
$313.26 - $550.27 $5.64K - $9.9K
1.43K $461K
MAR
Marriott International Inc

Consumer Cyclical
1.43K
+ 11.92%
$237.01 - $304.45 $339K - $436K
13.4K $3.2M
PSN
Parsons Corp

Industrials
128
+ 2.57%
$55.35 - $96.44 $7.08K - $12.3K
5.11K $302K
NKE
Nike, Inc.

Consumer Cyclical
558
+ 3.5%
$63.29 - $81.72 $35.3K - $45.6K
16.5K $1.05M
DAL
Delta Air Lines, Inc.

Industrials
2.65K
+ 16.26%
$43.6 - $69.06 $115K - $183K
18.9K $824K
ZION
Zions Bancorporation, National Association

Financial Services
2.65K
+ 3.95%
$47.0 - $59.03 $125K - $157K
69.8K $3.48M
CW
Curtiss Wright Corp

Industrials
460
+ 5.41%
$304.82 - $384.07 $140K - $177K
8.96K $2.84M
OKE
Oneok Inc

Energy
767
+ 0.36%
$89.57 - $109.85 $68.7K - $84.3K
212K $21M
APP
App Lovin Corp

Technology
31
+ 0.99%
$238.08 - $510.13 $7.38K - $15.8K
3.17K $841K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.85K
+ 3.96%
$40.03 - $46.81 $114K - $134K
74.9K $3.05M
ISRG
Intuitive Surgical Inc

Healthcare
27
+ 0.32%
$476.63 - $610.45 $12.9K - $16.5K
8.59K $4.25M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
48
+ 2.05%
$283.06 - $421.16 $13.6K - $20.2K
2.39K $675K
SNPS
Synopsys Inc

Technology
426
+ 5.88%
$428.58 - $551.54 $183K - $235K
7.67K $3.29M
VST
Vistra Corp.

Utilities
465
+ 3.15%
$108.49 - $191.89 $50.4K - $89.2K
15.2K $1.79M
EMR
Emerson Electric CO

Industrials
247
+ 1.27%
$108.64 - $131.17 $26.8K - $32.4K
19.7K $2.16M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
300
+ 0.29%
$7.67 - $12.44 $2.3K - $3.73K
103K $893K
GNTX
Gentex Corp

Consumer Cyclical
278
+ 0.55%
$23.3 - $28.48 $6.48K - $7.92K
50.9K $1.19M
FLEX
Flex Ltd.

Technology
7.64K
+ 7.63%
$32.92 - $44.46 $251K - $340K
108K $3.56M
VGT
Vanguard Information Technolog

ETFs
566
+ 7.46%
$542.38 - $646.34 $307K - $366K
8.15K $4.42M
EVR
Evercore Inc.

Financial Services
1.02K
+ 15.8%
$190.28 - $291.27 $193K - $296K
7.45K $1.49M
IVV
Ishares Core S&P 500 ETF

ETFs
3.47K
+ 4.06%
$554.06 - $615.85 $1.92M - $2.14M
88.9K $50M
NXPI
Nxp Semiconductors N.V.

Technology
7.73K
+ 7.57%
$189.99 - $245.86 $1.47M - $1.9M
110K $20.9M
ADBE
Adobe Inc.

Technology
379
+ 4.62%
$377.84 - $464.11 $143K - $176K
8.59K $3.29M
SPYG
Spdr Portfolio

ETFs
4.71K
+ 4.71%
$80.05 - $92.39 $377K - $435K
105K $8.42M
GTLS
Chart Industries Inc

Industrials
574
+ 5.81%
$141.99 - $218.35 $81.5K - $125K
10.5K $1.51M
NVT
N Vent Electric PLC

Industrials
5.34K
+ 11.4%
$52.42 - $75.4 $280K - $403K
52.2K $2.74M
A
Agilent Technologies, Inc.

Healthcare
1.11K
+ 3.26%
$116.69 - $152.6 $129K - $169K
35K $4.09M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.36K
+ 1.39%
$21.23 - $23.75 $156K - $175K
538K $11.6M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
19K
+ 16.66%
$14.67 - $22.01 $278K - $417K
133K $2.04M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
9.23K
+ 7.95%
$62.43 - $84.12 $576K - $776K
125K $8.16M
NVO
Novo Nordisk A S

Healthcare
92
+ 0.29%
$69.3 - $90.95 $6.38K - $8.37K
31.8K $2.21M
ONTO
Onto Innovation Inc.

Technology
918
+ 6.55%
$121.34 - $224.5 $111K - $206K
14.9K $1.81M
CCJ
Cameco Corp

Energy
4.81K
+ 6.15%
$40.64 - $56.86 $195K - $273K
82.9K $3.41M
MRVL
Marvell Technology, Inc.

Technology
1.61K
+ 10.42%
$61.57 - $126.06 $98.8K - $202K
17K $1.05M
FDN
First Tr Fd Dow Jones

ETFs
3.1K
+ 4.83%
$221.38 - $266.86 $686K - $827K
67.3K $15M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.31K
+ 1.03%
$23.16 - $27.04 $99.9K - $117K
423K $9.92M
PH
Parker Hannifin Corp

Industrials
539
+ 1.07%
$591.65 - $707.05 $319K - $381K
50.8K $30.9M
IWM
Ishares Russell 2000 ETF

ETFs
256
+ 0.46%
$198.1 - $229.79 $50.7K - $58.8K
55.9K $11.2M
WYNN
Wynn Resorts LTD

Consumer Cyclical
71
+ 0.01%
$77.0 - $93.47 $5.47K - $6.64K
525K $43.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.77K
+ 5.77%
$468.34 - $539.52 $2.7M - $3.11M
106K $49.6M
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
338K
+ 17.64%
$4.07 - $5.99 $1.37M - $2.02M
2.25M $9.16M
AMZN
Amazon Com Inc

Consumer Cyclical
131K
+ 13.93%
$190.26 - $242.06 $24.9M - $31.6M
1.07M $203M
ETN
Eaton Corp PLC

Industrials
1.7K
+ 3.41%
$271.83 - $371.23 $461K - $630K
51.4K $14M
CAT
Caterpillar Inc

Industrials
4.22K
+ 3.48%
$326.75 - $407.63 $1.38M - $1.72M
125K $41.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.32K
+ 0.13%
$21.75 - $24.28 $72.1K - $80.5K
2.53M $56M
JEF
Jefferies Financial Group Inc.

Financial Services
4.85K
+ 3.37%
$52.22 - $81.31 $253K - $394K
149K $7.97M
MSFT
Microsoft Corp

Technology
62.6K
+ 10.09%
$375.39 - $447.2 $23.5M - $28M
683K $256M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13.8K
+ 1.47%
$102.49 - $119.96 $1.41M - $1.65M
949K $99.3M
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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