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
QUAL
Ishares Msci Usa Quality Facto

ETFs
38.6K
+ 29.8%
$168.16 - $186.21 $6.48M - $7.18M
168K $28.7M
DISV
Dimensional ETF Tr Dimensional

ETFs
179K
+ 106.85%
$26.09 - $30.21 $4.66M - $5.4M
346K $10.1M
WAT
Waters Corp

Healthcare
15.3K
+ 1055.85%
$362.16 - $417.28 $5.53M - $6.37M
16.7K $6.16M
UPS
United Parcel Service Inc

Industrials
56.8K
+ 136.14%
$109.66 - $136.26 $6.23M - $7.74M
98.5K $10.8M
IQLT
Ishares Msci Intl Quality Fact

ETFs
128K
+ 74.23%
$36.91 - $41.03 $4.74M - $5.27M
302K $12M
IVW
Ishares S&P 500 Growth ETF

ETFs
75.8K
+ 43.45%
$92.45 - $106.69 $7.01M - $8.09M
250K $23.2M
DFIV
Dimensional ETF Tr

ETFs
81.1K
+ 14.61%
$35.33 - $40.77 $2.86M - $3.3M
636K $25M
PG
Procter & Gamble CO

Consumer Defensive
25.2K
+ 8.61%
$158.56 - $176.26 $3.99M - $4.44M
318K $54.2M
VICI
Vici Properties Inc.

Real Estate
847
+ 0.06%
$28.21 - $32.68 $23.9K - $27.7K
1.4M $45.7M
ROP
Roper Technologies Inc

Industrials
7.66K
+ 307.5%
$502.71 - $593.81 $3.85M - $4.55M
10.2K $5.99M
MCD
Mcdonalds Corp

Consumer Cyclical
5.54K
+ 4.91%
$279.74 - $321.29 $1.55M - $1.78M
118K $37M
DGRO
Ishares Core Dividend Growth E

ETFs
67.2K
+ 917.62%
$60.46 - $64.42 $4.06M - $4.33M
74.5K $4.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
81.8K
+ 240.38%
$50.39 - $50.66 $4.12M - $4.15M
116K $5.87M
EFA
Ishares Tr Msci Eafe ETF

ETFs
48.3K
+ 259.67%
$74.85 - $84.89 $3.62M - $4.1M
67K $5.47M
LQD
Ishares Iboxx $ Investment Gra

ETFs
36.9K
+ 1418.27%
$105.1 - $109.61 $3.88M - $4.05M
39.6K $4.3M
VONV
Vanguard Russell 1000 Value Et

ETFs
41.2K
+ 9.03%
$80.21 - $86.14 $3.3M - $3.55M
497K $41M
DFAR
Dimensional ETF Tr Dimensional

ETFs
159K
+ 45.15%
$22.35 - $24.52 $3.55M - $3.9M
511K $12.1M
XYL
Xylem Inc.

Industrials
23.7K
+ 8.7%
$114.02 - $132.04 $2.7M - $3.13M
296K $35.4M
MBB
Ishares Tr

ETFs
39.3K
+ 522.11%
$90.37 - $94.08 $3.55M - $3.69M
46.8K $4.39M
ABBV
Abb Vie Inc.

Healthcare
6.98K
+ 10.03%
$169.2 - $216.66 $1.18M - $1.51M
76.6K $16M
SUB
Ishares Short Term National Mu

ETFs
34.6K
+ 32.54%
$105.3 - $106.24 $3.64M - $3.67M
141K $14.9M
IAU
Ishares Gold Trust

ETFs
58.7K
+ 328.37%
$49.74 - $58.96 $2.92M - $3.46M
76.6K $4.52M
PM
Philip Morris International Inc.

Consumer Defensive
1.68K
+ 1.92%
$117.15 - $158.79 $197K - $267K
89.2K $14.2M
GE
General Electric CO

Industrials
6.88K
+ 10.32%
$168.59 - $212.13 $1.16M - $1.46M
73.6K $14.7M
CVX
Chevron Corp

Energy
3.93K
+ 3.01%
$146.71 - $167.97 $577K - $660K
134K $22.5M
IVE
Ishares S&P 500 Value ETF

ETFs
18.1K
+ 189.58%
$185.78 - $198.58 $3.36M - $3.59M
27.6K $5.26M
IWV
Ishares Russell 3000 ETF

ETFs
9.84K
+ 357.19%
$313.1 - $349.83 $3.08M - $3.44M
12.6K $4M
COST
Costco Wholesale Corp

Consumer Defensive
1.09K
+ 1.58%
$890.62 - $1076.86 $973K - $1.18M
70.1K $66.3M
APO
Apollo Global Management, Inc.

Financial Services
31K
+ 71.73%
$126.01 - $172.06 $3.9M - $5.33M
74.1K $10.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
75.6K
+ 4.92%
$49.25 - $50.66 $3.72M - $3.83M
1.61M $80M
CSGP
Costar Group, Inc.

Real Estate
36.3K
+ 371.91%
$69.29 - $80.37 $2.52M - $2.92M
46.1K $3.65M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
39.1K
+ 17.02%
$51.39 - $57.43 $2.01M - $2.25M
269K $14.9M
BAC
Bank Of America Corp

Financial Services
103K
+ 16.02%
$39.61 - $47.74 $4.09M - $4.93M
747K $31.2M
GL
Globe Life Inc.

Financial Services
21.1K
+ 693.44%
$111.2 - $131.72 $2.35M - $2.78M
24.2K $3.19M
AXS
Axis Capital Holdings LTD

Financial Services
27.5K
+ 1058.11%
$85.54 - $100.24 $2.35M - $2.75M
30.1K $3.01M
PLTR
Palantir Technologies Inc.

Technology
3.08K
+ 1.09%
$64.98 - $124.62 $200K - $384K
285K $24M
PGR
Progressive Corp

Financial Services
519
+ 0.89%
$235.61 - $291.22 $122K - $151K
58.7K $16.6M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
58.4K
+ 4.44%
$61.91 - $66.79 $3.62M - $3.9M
1.38M $85.8M
SO
Southern CO

Utilities
19.8K
+ 30.32%
$80.96 - $92.96 $1.6M - $1.84M
84.9K $7.81M
FISV
Fiserv Inc

Technology
17.2K
+ 26.4%
N/A
82.1K $10.3M
SNOW
Snowflake Inc.

Technology
14.1K
+ 413.49%
$146.16 - $192.78 $2.07M - $2.72M
17.5K $2.56M
XLV
Select Sector Spdr Fund Health

ETFs
12.3K
+ 61.39%
$137.61 - $149.68 $1.7M - $1.84M
32.4K $4.73M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.56K
+ 14.52%
$507.05 - $563.67 $2.82M - $3.13M
43.8K $22.5M
SCHW
Schwab Charles Corp

Financial Services
6.36K
+ 1.98%
$71.24 - $83.64 $453K - $532K
328K $25.7M
MCK
Mckesson Corp

Healthcare
1.69K
+ 24.09%
$566.21 - $672.99 $956K - $1.14M
8.7K $5.85M
ZS
Zscaler, Inc.

Technology
4.54K
+ 9.3%
$181.66 - $216.87 $824K - $984K
53.3K $10.6M
TW
Tradeweb Markets Inc.

Financial Services
4.95K
+ 9.13%
$123.42 - $148.46 $611K - $735K
59.2K $8.78M
PFE
Pfizer Inc

Healthcare
78.6K
+ 28.27%
$25.01 - $27.13 $1.97M - $2.13M
357K $9.04M
WFC
Wells Fargo & Company

Financial Services
16.9K
+ 5.93%
$66.78 - $81.42 $1.13M - $1.37M
302K $21.6M
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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