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
ORLY
O Reilly Automotive Inc

Consumer Cyclical
70
+ 3.39%
$1187.71 - $1432.58 $83.1K - $100K
2.14K $3.06M
AON
Aon PLC

Financial Services
207
+ 1.58%
$348.44 - $409.32 $72.1K - $84.7K
13.3K $5.3M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
6.05K
+ 29.84%
$96.18 - $109.82 $581K - $664K
26.3K $2.69M
DLR
Digital Realty Trust, Inc.

Real Estate
8.44K
+ 46.41%
$142.1 - $183.56 $1.2M - $1.55M
26.6K $3.82M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
10.8K
+ 27.25%
$55.41 - $60.74 $600K - $658K
50.6K $2.86M
SCHO
Schwab Short Term Us Treasury

ETFs
23.4K
+ 67.31%
$24.1 - $24.34 $564K - $570K
58.2K $1.42M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.88K
+ 18.26%
$142.8 - $176.36 $268K - $331K
12.2K $2.1M
GD
General Dynamics Corp

Industrials
1.02K
+ 3.34%
$241.94 - $272.58 $246K - $277K
31.4K $8.55M
DUK
Duke Energy Corp

Utilities
73
+ 0.2%
$105.87 - $121.97 $7.73K - $8.9K
35.8K $4.37M
WSM
Williams Sonoma Inc

Consumer Cyclical
9.27K
+ 26.37%
$158.1 - $217.71 $1.46M - $2.02M
44.4K $7.02M
WWD
Woodward, Inc.

Industrials
1.34K
+ 8.57%
$171.38 - $195.22 $229K - $261K
16.9K $3.09M
HSBC
Hsbc Holdings PLC

Financial Services
970
+ 1.77%
$48.68 - $61.58 $47.2K - $59.7K
55.8K $3.2M
SPOT
Spotify Technology S.A.

Communication Services
494
+ 23.91%
$457.79 - $648.32 $226K - $320K
2.56K $1.41M
XEL
Xcel Energy Inc

Utilities
5.88K
+ 28.61%
$63.37 - $72.1 $373K - $424K
26.4K $1.87M
CME
Cme Group Inc.

Financial Services
573
+ 5.73%
$225.82 - $266.54 $129K - $153K
10.6K $2.8M
DLX
Deluxe Corp

Communication Services
39.1K
+ 167.64%
$15.43 - $23.42 $603K - $915K
62.4K $986K
ING
Ing Groep Nv

Financial Services
15.4K
+ 38.07%
$15.51 - $20.74 $239K - $319K
55.9K $1.09M
SCHV
Schwab Strategic Tr Us Large C

ETFs
13.1K
+ 6.03%
$25.77 - $27.6 $337K - $361K
230K $6.12M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
26.7K
+ 70.25%
$12.89 - $15.19 $344K - $405K
64.6K $960K
FFIV
F5, Inc.

Technology
859
+ 5.67%
$251.75 - $310.6 $216K - $267K
16K $4.26M
SAP
Sap Se

Technology
751
+ 6.65%
$241.4 - $293.69 $181K - $221K
12K $3.23M
CHKP
Check Point Software Technologies LTD

Technology
1.02K
+ 18.87%
$179.88 - $231.31 $183K - $235K
6.39K $1.46M
FAST
Fastenal CO

Industrials
5.02K
+ 45.56%
$71.11 - $79.98 $357K - $401K
16K $1.24M
SSB
South State Corp

Financial Services
5.09K
+ 158.11%
$89.4 - $108.33 $455K - $551K
8.31K $770K
PSX
Phillips 66

Energy
1.35K
+ 4.57%
$113.93 - $131.55 $154K - $178K
30.9K $3.81M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.8K
+ 77.65%
$91.45 - $91.75 $439K - $440K
11K $1.01M
BMI
Badger Meter Inc

Technology
2.52K
+ 128.7%
$189.49 - $221.51 $477K - $557K
4.47K $850K
CLFD
Clearfield, Inc.

Technology
15K
+ 199.81%
$27.28 - $41.12 $409K - $617K
22.5K $668K
VT
Vanguard Total World Stk Index

ETFs
4.58K
+ 7.34%
$115.08 - $123.97 $527K - $567K
66.9K $7.76M
INTC
Intel Corp

Technology
8.15K
+ 9.51%
$19.1 - $27.39 $156K - $223K
93.8K $2.13M
ABC
Amerisourcebergen Corp

Healthcare
2.22K
+ 30.92%
N/A
9.39K $1.74M
WELL
Welltower Inc.

Real Estate
1.05K
+ 11.52%
$124.05 - $156.86 $131K - $165K
10.2K $1.56M
VO
Vanguard Mid Cap ETF

ETFs
1.74K
+ 24.19%
$251.87 - $277.95 $437K - $482K
8.91K $2.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.98K
+ 4.9%
$27.01 - $28.54 $269K - $285K
213K $5.97M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.82K
+ 20.13%
$34.58 - $45.97 $132K - $176K
22.8K $1.05M
VPU
Vanguard Utilities ETF

ETFs
2.14K
+ 56.76%
$161.24 - $173.33 $344K - $370K
5.9K $1.01M
BAH
Booz Allen Hamilton Holding Corp

Industrials
4.23K
+ 198.97%
$102.72 - $143.06 $435K - $606K
6.36K $665K
CI
Cigna Corp

Healthcare
159
+ 2.52%
$274.49 - $329.0 $43.6K - $52.3K
6.48K $2.13M
TRV
Travelers Companies, Inc.

Financial Services
390
+ 3.31%
$232.43 - $265.13 $90.6K - $103K
12.2K $3.22M
DGII
Digi International Inc

Technology
14.6K
+ 126.15%
$27.83 - $35.68 $406K - $520K
26.2K $727K
KKR
Kkr & Co. Inc.

Financial Services
7.48K
+ 48.75%
$108.17 - $167.07 $809K - $1.25M
22.8K $2.64M
BXSL
Blackstone Secured Lending Fund

Financial Services
11.2K
+ 9.79%
$31.3 - $34.5 $351K - $387K
126K $4.07M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.35K
+ 49.89%
$333.37 - $384.99 $450K - $520K
4.06K $1.36M
YUM
Yum Brands Inc

Consumer Cyclical
240
+ 1.77%
$123.25 - $162.53 $29.6K - $39K
13.8K $2.18M
DNOW
Now Inc.

Energy
1.47K
+ 1.84%
$12.83 - $17.59 $18.8K - $25.8K
81.4K $1.39M
ED
Consolidated Edison Inc

Utilities
556
+ 4.12%
$88.0 - $110.59 $48.9K - $61.5K
14.1K $1.55M
BTI
British American Tobacco P.L.C.

Consumer Defensive
6.74K
+ 49.89%
$35.35 - $42.74 $238K - $288K
20.3K $838K
AMT
American Tower Corp

Real Estate
148
+ 1.63%
$173.46 - $217.6 $25.7K - $32.2K
9.24K $2.01M
DVN
Devon Energy Corp

Energy
3.81K
+ 8.92%
$33.15 - $38.55 $126K - $147K
46.5K $1.74M
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
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