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
BCC
Boise Cascade CO

Basic Materials
5
+ 0.28%
$118.79 - $152.5 $594 - $763
1.76K $209K
BRKR
Bruker Corp

Healthcare
5.43K
+ 15.88%
$48.25 - $67.46 $262K - $366K
39.6K $2.32M
BCE
Bce Inc

Communication Services
2.01K
+ 27.67%
$22.53 - $34.84 $45.4K - $70.1K
9.29K $215K
SCHC
Schwab Strategic Tr Intl Small

ETFs
814
+ 5.07%
$33.93 - $38.37 $27.6K - $31.2K
16.9K $579K
SAN
Banco Santander, S.A.

Financial Services
5.82K
+ 4.66%
$4.49 - $5.05 $26.1K - $29.4K
131K $595K
PBF
Pbf Energy Inc.

Energy
149
+ 1.49%
$25.15 - $33.71 $3.75K - $5.02K
10.2K $269K
CSWI
Csw Industrials, Inc.

Industrials
7
+ 0.23%
$352.8 - $432.01 $2.47K - $3.02K
3.09K $1.09M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.4K
+ 2.85%
$11.42 - $12.5 $27.4K - $30K
86.6K $998K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
12
+ 0.23%
$75.65 - $83.47 $908 - $1K
5.31K $404K
AVAV
Aero Vironment Inc

Industrials
175
+ 11.78%
$153.72 - $235.17 $26.9K - $41.2K
1.66K $255K
PDN
Invesco Fd Tr

ETFs
154
+ 1.12%
$31.62 - $34.97 $4.87K - $5.39K
14K $441K
AWK
American Water Works Company, Inc.

Utilities
228
+ 6.86%
$123.83 - $146.07 $28.2K - $33.3K
3.55K $442K
GNTX
Gentex Corp

Consumer Cyclical
98
+ 0.19%
$28.6 - $31.34 $2.8K - $3.07K
50.6K $1.45M
CAG
Conagra Brands Inc.

Consumer Defensive
1.43K
+ 7.96%
$26.48 - $32.72 $37.9K - $46.8K
19.4K $538K
PSN
Parsons Corp

Industrials
88
+ 1.8%
$92.25 - $113.31 $8.12K - $9.97K
4.98K $459K
GOLD
Barrick Gold Corp

Basic Materials
1.25K
+ 8.07%
$15.23 - $21.19 $19K - $26.4K
16.7K $259K
ADI
Analog Devices Inc

Technology
811
+ 6.52%
$206.35 - $236.48 $167K - $192K
13.2K $2.81M
PDD
Pinduoduo Inc.

Consumer Cyclical
911
+ 24.91%
$94.39 - $154.27 $86K - $141K
4.57K $443K
POOL
Pool Corp

Industrials
82
+ 3.73%
$339.32 - $390.03 $27.8K - $32K
2.28K $777K
PHG
Koninklijke Philips Nv

Healthcare
384
+ 4.49%
$24.71 - $32.66 $9.49K - $12.5K
8.93K $226K
CNI
Canadian National Railway CO

Industrials
397
+ 6.62%
$100.62 - $117.12 $39.9K - $46.5K
6.4K $649K
IMNM
Immunome Inc.

Healthcare
2K
+ 11.72%
$9.11 - $14.53 $18.2K - $29.1K
19.1K $195K
AGL
Agilon Health, Inc.

Healthcare
3
+ 0.01%
$1.57 - $3.67 $4.71 - $11
27.5K $52K
SCHP
Schwab Strategic Us Tips ETF

ETFs
30.8K
+ 100.49%
$25.74 - $53.78 $792K - $1.65M
61.4K $1.59M
NVR
Nvr Inc

Consumer Cyclical
2
+ 4.44%
$8101.21 - $9940.51 $16.2K - $19.9K
47 $384K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
6.35K
+ 6.67%
$26.79 - $30.35 $170K - $193K
102K $2.76M
ASML
Asml Holding Nv

Technology
502
+ 17.19%
$658.43 - $872.27 $331K - $438K
3.42K $2.37M
FE
Firstenergy Corp

Utilities
2.08K
+ 6.53%
$39.14 - $44.52 $81.5K - $92.6K
33.9K $1.35M
HLN
Haleon PLC

Healthcare
2.1K
+ 2.51%
$9.23 - $10.71 $19.4K - $22.5K
85.7K $819K
FUTU
Futu Holdings LTD

Financial Services
39
+ 0.89%
$79.99 - $128.93 $3.12K - $5.03K
4.44K $354K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
159
+ 0.76%
$34.13 - $37.35 $5.43K - $5.94K
20.9K $714K
FCN
Fti Consulting, Inc

Industrials
89
+ 3.87%
$190.39 - $231.2 $16.9K - $20.6K
2.39K $456K
RIO
Rio Tinto PLC

Basic Materials
816
+ 8.49%
$58.59 - $71.15 $47.8K - $58.1K
10.4K $613K
ON
On Semiconductor Corp

Technology
62
+ 0.78%
$63.05 - $74.7 $3.91K - $4.63K
7.97K $502K
NDSN
Nordson Corp

Industrials
983
+ 18.81%
$208.83 - $264.36 $205K - $260K
6.21K $1.3M
RACE
Ferrari N.V.

Consumer Cyclical
276
+ 6.33%
$422.83 - $490.34 $117K - $135K
4.64K $1.97M
VLO
Valero Energy Corp

Energy
1.07K
+ 6.24%
$118.59 - $144.02 $127K - $154K
18.2K $2.23M
KBR
Kbr, Inc.

Industrials
2.59K
+ 8.05%
$55.19 - $72.02 $143K - $187K
34.8K $2.01M
MTD
Mettler Toledo International Inc

Healthcare
58
+ 10.39%
$1160.67 - $1498.12 $67.3K - $86.9K
616 $753K
A
Agilent Technologies, Inc.

Healthcare
2.66K
+ 8.53%
$125.69 - $146.56 $335K - $390K
33.9K $4.55M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
101K
+ 116.98%
$18.41 - $40.87 $1.85M - $4.12M
187K $3.46M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
167
+ 5.34%
$232.27 - $300.43 $38.8K - $50.2K
3.3K $775K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
7.08K
+ 69.58%
$22.02 - $46.16 $156K - $327K
17.3K $380K
KMB
Kimberly Clark Corp

Consumer Defensive
3.53K
+ 7.16%
$130.37 - $146.09 $460K - $515K
52.8K $6.91M
EXAS
Exact Sciences Corp

Healthcare
116
+ 1.39%
$49.33 - $71.97 $5.72K - $8.35K
8.48K $476K
SONY
Sony Group Corp

Technology
64.3K
+ 332.96%
$17.53 - $96.8 $1.13M - $6.22M
83.6K $1.77M
FSLR
First Solar, Inc.

Technology
107
+ 6.75%
$175.88 - $240.66 $18.8K - $25.8K
1.69K $298K
TECK
Teck Resources LTD

Basic Materials
279
+ 2.93%
$39.99 - $52.38 $11.2K - $14.6K
9.81K $397K
ED
Consolidated Edison Inc

Utilities
961
+ 7.67%
$88.87 - $107.38 $85.4K - $103K
13.5K $1.2M
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
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email