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
Blackrock ETF Trust Ii
85.9K
+ 6.62%
N/A
1.38M $0
Veralto Corp
220
+ 4.07%
N/A
5.63K $0
Atlassian Corporation
520
+ 37.01%
N/A
1.93K $0
Fidelity Covington Trust
5
+ 0.04%
N/A
14.1K $0
Natwest Group PLC
643
+ 2.19%
N/A
30K $0
CNI
Canadian National Railway CO

Industrials
42
+ 0.7%
$110.1 - $123.65 $4.62K - $5.19K
6K $702K
MOTO
Guinness Atkinson Fds Smart Tr

ETFs
59
+ 1.2%
$39.37 - $46.49 $2.32K - $2.74K
4.99K $216K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
439
+ 0.8%
$0.5 - $0.79 $220 - $347
55.4K $33K
HDSN
Hudson Technologies Inc

Basic Materials
600
+ 4.38%
$7.47 - $9.14 $4.48K - $5.48K
14.3K $119K
AZN
Astrazeneca PLC

Healthcare
3
+ 0.01%
$76.67 - $87.62 $230 - $263
30.3K $2.36M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
21
+ 0.29%
$44.66 - $49.15 $938 - $1.03K
7.27K $342K
SNSR
Global X Fds Internet Of Thing

ETFs
72
+ 1.17%
$31.61 - $38.49 $2.28K - $2.77K
6.24K $216K
SMPL
Simply Good Foods CO

Consumer Defensive
1
+ 0.02%
$31.31 - $37.21 $31.3 - $37.2
6.21K $215K
TER
Teradyne, Inc

Technology
254
+ 8.39%
$114.25 - $163.0 $29K - $41.4K
3.28K $439K
TLYS
Tilly'S, Inc.

Consumer Cyclical
41
+ 0.34%
$4.45 - $6.28 $182 - $257
12.1K $61K
LOGI
Logitech International S.A.

Technology
49
+ 2.18%
$83.7 - $96.51 $4.1K - $4.73K
2.29K $205K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
847
+ 14.95%
$26.71 - $39.42 $22.6K - $33.4K
6.51K $207K
LPLA
Lpl Financial Holdings Inc.

Financial Services
88
+ 10.27%
$193.0 - $282.1 $17K - $24.8K
945 $219K
UMC
United Microelectronics Corp

Technology
1.7K
+ 1.66%
$7.43 - $8.89 $12.6K - $15.1K
104K $874K
WDS
Woodside Energy Group LTD

Energy
67
+ 0.45%
$15.64 - $20.01 $1.05K - $1.34K
15.1K $260K
SNPS
Synopsys Inc

Technology
860
+ 16.68%
$463.97 - $621.3 $399K - $534K
6.02K $3.05M
ROK
Rockwell Automation, Inc

Industrials
6
+ 0.14%
$248.27 - $294.37 $1.49K - $1.77K
4.43K $1.19M
MRO
Marathon Oil Corp

Energy
2.61K
+ 5.5%
$25.87 - $29.26 $67.6K - $76.5K
50.1K $1.33M
LANC
Lancaster Colony Corp

Consumer Defensive
10
+ 0.39%
$167.65 - $198.49 $1.68K - $1.98K
2.55K $450K
LBRT
Liberty Energy Inc.

Energy
191
+ 1.07%
$18.68 - $24.15 $3.57K - $4.61K
18.1K $344K
HQY
Healthequity, Inc.

Healthcare
303
+ 2.33%
$67.98 - $86.62 $20.6K - $26.2K
13.3K $1.09M
PTEN
Patterson Uti Energy Inc

Energy
1.88K
+ 10.63%
$7.5 - $11.0 $14.1K - $20.7K
19.5K $149K
OEC
Orion Engineered Carbons S.A.

Basic Materials
385
+ 3.71%
$16.0 - $24.62 $6.16K - $9.48K
10.8K $191K
CCJ
Cameco Corp

Energy
1.44K
+ 1.95%
$36.9 - $53.72 $53.3K - $77.6K
75.5K $3.61M
TNK
Teekay Tankers Ltd.

Energy
277
+ 5.27%
$52.85 - $69.39 $14.6K - $19.2K
5.53K $322K
HAL
Halliburton CO

Energy
667
+ 4.82%
$27.81 - $36.44 $18.5K - $24.3K
14.5K $421K
FANG
Diamondback Energy, Inc.

Energy
636
+ 11.3%
$168.46 - $210.94 $107K - $134K
6.27K $1.08M
PINS
Pinterest, Inc.

Communication Services
313
+ 5.2%
$28.66 - $43.51 $8.97K - $13.6K
6.33K $204K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.06K
+ 4.4%
$8.26 - $12.16 $8.78K - $12.9K
25.2K $225K
ASC
Ardmore Shipping Corp

Industrials
60
+ 0.35%
$16.83 - $22.44 $1.01K - $1.35K
17.4K $314K
STLA
Stellantis N.V.

Consumer Cyclical
232
+ 1.6%
$14.05 - $20.71 $3.26K - $4.8K
14.8K $207K
AL
Air Lease Corp

Industrials
1.04K
+ 1.75%
$40.73 - $49.94 $42.5K - $52.1K
60.7K $2.75M
HUM
Humana Inc

Healthcare
74
+ 3.17%
$310.25 - $404.52 $23K - $29.9K
2.41K $762K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.04K
+ 3.09%
$91.43 - $117.51 $94.7K - $122K
34.6K $3.67M
ONTO
Onto Innovation Inc.

Technology
480
+ 2.44%
$158.45 - $238.04 $76.1K - $114K
20.1K $4.18M
PBF
Pbf Energy Inc.

Energy
28
+ 0.28%
$30.68 - $46.49 $859 - $1.3K
10K $309K
NVT
N Vent Electric PLC

Industrials
1.52K
+ 3.58%
$60.72 - $81.19 $92.4K - $123K
44.1K $3.1M
TM
Toyota Motor Corp

Consumer Cyclical
145
+ 1.85%
$167.18 - $207.59 $24.2K - $30.1K
7.98K $1.42M
GNTX
Gentex Corp

Consumer Cyclical
109
+ 0.22%
$28.39 - $35.19 $3.09K - $3.84K
50.5K $1.5M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
5.12K
+ 2.93%
$42.59 - $60.56 $218K - $310K
180K $9.09M
DVN
Devon Energy Corp

Energy
1.56K
+ 4.58%
$37.87 - $48.65 $59.2K - $76.1K
35.7K $1.4M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
159
+ 6.49%
$109.03 - $210.9 $17.3K - $33.5K
2.61K $284K
BA
Boeing CO

Industrials
2.18K
+ 10.36%
$152.04 - $190.6 $331K - $415K
23.2K $3.53M
VLO
Valero Energy Corp

Energy
55
+ 0.32%
$132.81 - $163.48 $7.3K - $8.99K
17.1K $2.32M
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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