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
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
35.5K
+ 9.62%
$39.96 - $43.3 $1.42M - $1.54M
404K $16.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.04K
+ 8.08%
$402.49 - $513.76 $419K - $535K
13.9K $6.75M
ITOT
Ishares Core S&P Total U.S. St

ETFs
17.4K
+ 18.05%
$120.29 - $134.6 $2.09M - $2.34M
114K $13.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
62.4K
+ 33.41%
$18.36 - $20.51 $1.15M - $1.28M
249K $4.93M
NU
Nu Holdings Ltd.

Financial Services
138K
+ 517.92%
$10.12 - $13.95 $1.4M - $1.93M
165K $1.69M
XLE
Energy Sector Spdr

ETFs
10.5K
+ 23.01%
$85.7 - $93.96 $901K - $988K
56.2K $5.25M
BA
Boeing CO

Industrials
8.68K
+ 35.04%
$148.15 - $186.25 $1.29M - $1.62M
33.4K $5.7M
JHX
James Hardie Industries PLC

Basic Materials
59.7K
+ 473.48%
$23.56 - $34.63 $1.41M - $2.07M
72.3K $1.7M
DUHP
Dimensional ETF Tr Dimensional

ETFs
58.1K
+ 6.0%
$32.57 - $35.82 $1.89M - $2.08M
1.03M $34M
PEP
Pepsico Inc

Consumer Defensive
11.4K
+ 5.34%
$142.64 - $156.42 $1.63M - $1.79M
225K $33.8M
CVS
Cvs Health Corp

Healthcare
3.75K
+ 9.11%
$44.22 - $68.64 $166K - $257K
44.9K $3.04M
BSX
Boston Scientific Corp

Healthcare
8.18K
+ 27.04%
$89.38 - $106.18 $731K - $869K
38.5K $3.88M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4.86K
+ 213.43%
$254.58 - $302.92 $1.24M - $1.47M
7.14K $1.83M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
17.5K
+ 224.69%
$46.15 - $63.53 $807K - $1.11M
25.3K $1.55M
NFLX
Netflix Inc

Communication Services
622
+ 4.42%
$828.4 - $1058.6 $515K - $658K
14.7K $13.7M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
21.6K
+ 504.06%
$49.67 - $51.43 $1.07M - $1.11M
25.9K $1.32M
EW
Edwards Lifesciences Corp

Healthcare
15.4K
+ 190.85%
$67.95 - $76.19 $1.05M - $1.17M
23.5K $1.7M
SONY
Sony Group Corp

Technology
29.5K
+ 35.33%
$19.88 - $25.64 $587K - $757K
113K $2.87M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7.7K
+ 51.02%
$128.74 - $138.67 $992K - $1.07M
22.8K $3.09M
HBAN
Huntington Bancshares Inc

Financial Services
109K
+ 22.48%
$14.28 - $17.39 $1.56M - $1.9M
596K $8.95M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
6.72K
+ 41.63%
$203.38 - $274.79 $1.37M - $1.85M
22.9K $4.7M
NVS
Novartis Ag

Healthcare
5.14K
+ 18.58%
$97.14 - $115.57 $499K - $593K
32.8K $3.65M
USB
Us Bancorp \De\

Financial Services
40.3K
+ 30.57%
$40.92 - $50.9 $1.65M - $2.05M
172K $7.27M
DFAX
Dimensional ETF Tr
3.8K
+ 0.6%
$24.45 - $27.2 $92.9K - $103K
637K $16.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.28K
+ 17.38%
$80.53 - $147.57 $184K - $337K
15.4K $2.04M
CTAS
Cintas Corp

Industrials
3.58K
+ 48.62%
$182.09 - $208.14 $651K - $744K
10.9K $2.25M
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.2K
+ 240.35%
$56.17 - $59.71 $853K - $907K
21.5K $1.23M
STE
Steris PLC

Healthcare
1.93K
+ 10.26%
$202.46 - $232.74 $391K - $450K
20.8K $4.7M
XLF
Financial Sector Spdr

ETFs
6.21K
+ 1.75%
$47.32 - $52.19 $294K - $324K
361K $18M
ELV
Elevance Health, Inc.

Healthcare
913
+ 15.73%
$365.9 - $436.25 $334K - $398K
6.72K $2.92M
VEEV
Veeva Systems Inc

Healthcare
1.72K
+ 9.71%
$210.58 - $246.8 $362K - $424K
19.4K $4.49M
TSCO
Tractor Supply CO

Consumer Cyclical
9.48K
+ 9.23%
$51.66 - $57.94 $490K - $549K
112K $6.18M
AZN
Astrazeneca PLC

Healthcare
6.82K
+ 23.59%
$65.37 - $77.96 $446K - $531K
35.7K $2.62M
QCOM
Qualcomm Inc

Technology
4.69K
+ 4.17%
$151.94 - $175.86 $712K - $824K
117K $18M
SLV
I Shares Silver Trust

ETFs
19.3K
+ 90.75%
$26.93 - $31.32 $519K - $603K
40.5K $1.25M
XAR
Spdr S&P Aerospace & Defense E

ETFs
4.34K
+ 290.63%
$157.71 - $180.77 $685K - $785K
5.84K $937K
UBER
Uber Technologies, Inc

Technology
1.28K
+ 2.7%
$63.17 - $81.49 $80.7K - $104K
48.7K $3.55M
UL
Unilever PLC

Consumer Defensive
10.3K
+ 41.0%
$54.72 - $60.29 $565K - $622K
35.5K $2.11M
VB
Vanguard Small Cap ETF

ETFs
5.51K
+ 18.91%
$217.89 - $252.64 $1.2M - $1.39M
34.7K $7.69M
CAE
Cae Inc

Industrials
28.2K
+ 132.45%
$23.09 - $26.78 $652K - $756K
49.6K $1.22M
ALL
Allstate Corp

Financial Services
2.64K
+ 30.32%
$180.99 - $210.18 $478K - $556K
11.4K $2.35M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.81K
+ 5.91%
$56.51 - $62.98 $328K - $366K
104K $6.32M
TMO
Thermo Fisher Scientific Inc.

Healthcare
5.62K
+ 5.94%
$497.6 - $606.74 $2.8M - $3.41M
100K $49.9M
SPGI
S&P Global Inc.

Financial Services
1.15K
+ 19.61%
$478.26 - $543.77 $549K - $624K
7K $3.56M
SHEL
Shell PLC

Energy
1.81K
+ 3.8%
$62.84 - $73.29 $114K - $133K
49.6K $3.63M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
12.6K
+ 16.27%
$24.39 - $35.22 $308K - $445K
90.3K $2.68M
MA
Mastercard Inc

Financial Services
327
+ 1.57%
$504.67 - $576.31 $165K - $188K
21.1K $11.6M
ALC
Alcon Inc

Healthcare
5.83K
+ 87.56%
$82.73 - $96.8 $482K - $564K
12.5K $1.19M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
16.1K
+ 8.74%
$25.81 - $28.52 $415K - $458K
200K $5.52M
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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