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
VST
Vistra Corp.

Utilities
10.7K
+ 263.53%
$115.74 - $166.61 $1.24M - $1.78M
14.8K $2.03M
MS
Morgan Stanley

Financial Services
2.22K
+ 3.82%
$104.42 - $134.99 $231K - $299K
60.1K $7.56M
XLP
Consumer Staples Sector Spdr

ETFs
19.5K
+ 147.67%
N/A
32.7K $2.49M
XLK
Technology Sector Spdr

ETFs
5.51K
+ 20.68%
$220.26 - $241.44 $1.21M - $1.33M
32.2K $7.48M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
154K
+ 311.0%
$26.93 - $84.95 $4.15M - $13.1M
203K $5.56M
ACWI
Ishares Msci Acwi ETF

ETFs
33.6K
+ 2.65%
$117.05 - $123.03 $3.93M - $4.13M
1.3M $153M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
90.6K
+ 6.89%
$41.17 - $43.34 $3.73M - $3.93M
1.41M $58.1M
BKNG
Booking Holdings Inc.

Consumer Cyclical
153
+ 20.35%
$4100.99 - $5300.34 $627K - $811K
905 $4.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
25K
+ 377.09%
$51.54 - $52.55 $1.29M - $1.32M
31.7K $1.64M
GE
General Electric CO

Industrials
14.3K
+ 27.38%
$159.95 - $194.23 $2.29M - $2.78M
66.7K $11.1M
PH
Parker Hannifin Corp

Industrials
1.6K
+ 3.28%
$621.74 - $709.46 $992K - $1.13M
50.2K $32M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
11.9K
+ 52.31%
$100.22 - $100.73 $1.2M - $1.2M
34.7K $3.48M
BMY
Bristol Myers Squibb CO

Healthcare
8.75K
+ 6.12%
$51.92 - $59.94 $454K - $524K
152K $8.58M
INTU
Intuit Inc

Technology
1.61K
+ 11.88%
$602.01 - $706.25 $967K - $1.13M
15.1K $9.51M
KMI
Kinder Morgan, Inc.

Energy
6.12K
+ 3.56%
$22.59 - $28.54 $138K - $175K
178K $4.87M
CVX
Chevron Corp

Energy
9.41K
+ 7.77%
$141.15 - $162.53 $1.33M - $1.53M
131K $18.9M
GMED
Globus Medical Inc

Healthcare
3.14K
+ 4.36%
$69.79 - $85.61 $219K - $269K
75.3K $6.22M
NSC
Norfolk Southern Corp

Industrials
8.34K
+ 12.78%
$230.6 - $277.0 $1.92M - $2.31M
73.6K $17.3M
SWK
Stanley Black & Decker, Inc.

Industrials
14.3K
+ 396.71%
$79.07 - $109.36 $1.13M - $1.56M
17.8K $1.43M
AXON
Axon Enterprise, Inc.

Industrials
1.17K
+ 67.81%
$399.22 - $689.78 $467K - $808K
2.9K $1.72M
VIG
Vanguard Dividend Appreciation

ETFs
5.66K
+ 38.26%
N/A
20.5K $3.73M
ZS
Zscaler, Inc.

Technology
3.19K
+ 7.0%
$166.99 - $211.99 $533K - $676K
48.8K $8.8M
AMP
Ameriprise Financial Inc

Financial Services
1.23K
+ 22.28%
$473.15 - $574.01 $580K - $704K
6.73K $3.58M
LUMN
Lumen Technologies, Inc.

Communication Services
665K
+ 46.91%
$5.31 - $10.12 $3.53M - $6.73M
2.08M $11.1M
WM
Waste Management Inc

Industrials
9.4K
+ 5.67%
$201.79 - $228.46 $1.9M - $2.15M
175K $35.3M
MSTR
Microstrategy Inc

Technology
1.09K
+ 22.47%
$162.69 - $473.83 $177K - $516K
5.94K $1.72M
SUB
Ishares Short Term National Mu

ETFs
9.18K
+ 9.46%
$104.94 - $106.2 $963K - $975K
106K $11.2M
BA
Boeing CO

Industrials
1.54K
+ 6.65%
$138.14 - $180.72 $213K - $279K
24.8K $4.38M
XEL
Xcel Energy Inc

Utilities
12.1K
+ 143.0%
$62.16 - $72.92 $752K - $882K
20.6K $1.39M
TXN
Texas Instruments Inc

Technology
4.25K
+ 5.18%
N/A
86.2K $16.8M
DFAT
Dimensional ETF Tr U S Target

ETFs
14.4K
+ 1.84%
$54.54 - $61.04 $785K - $879K
798K $44.4M
MNST
Monster Beverage Corp

Consumer Defensive
15.3K
+ 32.59%
$49.24 - $56.38 $756K - $865K
62.4K $3.28M
HDB
Hdfc Bank LTD

Financial Services
12.3K
+ 73.15%
$59.45 - $68.01 $730K - $835K
29K $1.85M
VHT
Vanguard Health Care ETF

ETFs
5.03K
+ 29.86%
$250.81 - $283.3 $1.26M - $1.42M
21.9K $5.55M
FFIV
F5, Inc.

Technology
1.42K
+ 10.33%
$213.56 - $263.36 $303K - $374K
15.2K $3.81M
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
27.5K
+ 4.26%
$28.62 - $34.06 $787K - $937K
674K $21.3M
APP
App Lovin Corp

Technology
987
+ 45.78%
$130.67 - $401.5 $129K - $396K
3.14K $1.02M
MCK
Mckesson Corp

Healthcare
414
+ 6.28%
$482.27 - $628.5 $200K - $260K
7.01K $3.99M
ISRG
Intuitive Surgical Inc

Healthcare
942
+ 12.37%
$471.27 - $550.62 $444K - $519K
8.56K $4.47M
EPD
Enterprise Products Partners L.P.

Energy
19.3K
+ 43.28%
$28.66 - $34.43 $554K - $666K
64K $2.01M
GTLS
Chart Industries Inc

Industrials
379
+ 3.99%
$119.65 - $202.35 $45.3K - $76.7K
9.88K $1.89M
TW
Tradeweb Markets Inc.

Financial Services
2.53K
+ 4.89%
$124.87 - $136.32 $315K - $344K
54.2K $7.1M
MMM
3 M CO

Industrials
7.34K
+ 22.21%
$124.74 - $137.12 $916K - $1.01M
40.4K $5.22M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5.15K
+ 214.8%
$134.53 - $150.65 $693K - $776K
7.55K $1.02M
FLEX
Flex Ltd.

Technology
5.35K
+ 5.65%
$32.52 - $41.3 $174K - $221K
100K $3.84M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
474
+ 1.25%
$521.84 - $558.82 $247K - $265K
38.3K $20.6M
ETN
Eaton Corp PLC

Industrials
1.93K
+ 4.04%
$326.96 - $377.52 $631K - $729K
49.7K $16.5M
CVNA
Carvana Co.

Consumer Cyclical
2.31K
+ 37.73%
$175.8 - $260.8 $406K - $602K
8.43K $1.71M
BXSL
Blackstone Secured Lending Fund

Financial Services
10.1K
+ 9.61%
$29.25 - $33.27 $294K - $335K
115K $3.71M
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
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