Sequoia Financial Advisors, LLC Incresed Positions in Q3 2024

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
4.73K
+ 19.94%
$99.35 - $117.71 $470K - $557K
28.4K $3.28M
PYPL
Pay Pal Holdings, Inc.

Financial Services
6.56K
+ 34.36%
$57.22 - $80.08 $376K - $526K
25.7K $2M
PSX
Phillips 66

Energy
8.11K
+ 40.18%
$125.0 - $147.17 $1.01M - $1.19M
28.3K $3.72M
GNSS
Genasys Inc.

Technology
87.9K
+ 23.13%
$2.27 - $3.56 $199K - $313K
468K $1.67M
DIHP
Dimensional ETF Tr Dimensional

ETFs
14.1K
+ 4.19%
$25.23 - $27.94 $354K - $393K
349K $9.68M
FE
Firstenergy Corp

Utilities
16.7K
+ 110.54%
$38.25 - $44.54 $640K - $745K
31.9K $1.41M
DISV
Dimensional ETF Tr Dimensional

ETFs
18.1K
+ 12.84%
$26.06 - $29.18 $472K - $529K
159K $4.63M
PHM
Pultegroup Inc

Consumer Cyclical
1.5K
+ 8.26%
$103.95 - $144.98 $156K - $217K
19.6K $2.82M
IEMG
Ishares Inc

ETFs
14K
+ 2.58%
$53.64 - $53.64 $751K - $751K
557K $29.9M
TMUS
T Mobile Us, Inc.

Communication Services
2.13K
+ 17.54%
$175.14 - $206.36 $373K - $439K
14.3K $2.94M
DLR
Digital Realty Trust, Inc.

Real Estate
4.17K
+ 34.41%
$144.47 - $162.98 $602K - $679K
16.3K $2.63M
BHP
Bhp Group LTD

Basic Materials
10.5K
+ 38.21%
$51.32 - $62.11 $539K - $653K
38K $2.36M
FNDX
Schwab Fundamental U S Large C

ETFs
8.88K
+ 28.95%
$65.36 - $71.76 $580K - $637K
39.5K $2.84M
HIG
Hartford Financial Services Group, Inc.

Financial Services
5.78K
+ 98.0%
$98.71 - $117.61 $570K - $679K
11.7K $1.37M
AMD
Advanced Micro Devices Inc

Technology
3.99K
+ 7.49%
$128.67 - $183.96 $513K - $734K
57.2K $9.39M
PSA
Public Storage

Real Estate
830
+ 13.99%
$283.13 - $365.01 $235K - $303K
6.76K $2.46M
NDAQ
Nasdaq, Inc.

Financial Services
1.66K
+ 3.37%
$59.48 - $74.31 $98.5K - $123K
50.9K $3.71M
VB
Vanguard Small Cap ETF

ETFs
2.14K
+ 17.94%
$214.77 - $237.72 $460K - $510K
14.1K $3.34M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
7.92K
+ 3.8%
$104.47 - $116.17 $828K - $920K
216K $23.3M
ITT
Itt Inc.

Industrials
1.52K
+ 6.32%
$125.05 - $150.55 $190K - $229K
25.6K $3.83M
NFLX
Netflix Inc

Communication Services
433
+ 3.64%
$598.55 - $722.26 $259K - $313K
12.3K $8.74M
CNQ
Canadian Natural Resources LTD

Energy
23.1K
+ 100.61%
$31.97 - $37.41 $740K - $866K
46.1K $1.53M
TGT
Target Corp

Consumer Defensive
3.32K
+ 13.36%
$133.47 - $159.25 $442K - $528K
28.1K $4.38M
FFIV
F5, Inc.

Technology
282
+ 2.1%
$170.44 - $223.6 $48.1K - $63.1K
13.7K $3.03M
VEA
Vanguard Ftse Developed Market

ETFs
5.3K
+ 4.28%
$47.6 - $53.31 $252K - $283K
129K $6.82M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.42K
+ 9.38%
$332.02 - $382.76 $473K - $545K
16.6K $6.23M
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.68K
+ 26.93%
$64.35 - $75.71 $430K - $506K
31.5K $2.32M
SPGI
S&P Global Inc.

Financial Services
674
+ 13.75%
$446.32 - $527.38 $301K - $355K
5.58K $2.88M
KMB
Kimberly Clark Corp

Consumer Defensive
3.55K
+ 7.77%
$135.05 - $148.35 $479K - $526K
49.2K $7M
BWXT
Bwx Technologies, Inc.

Industrials
1.95K
+ 5.7%
$92.38 - $108.7 $180K - $212K
36.2K $3.93M
SU
Suncor Energy Inc

Energy
18.4K
+ 113.14%
$36.06 - $41.7 $663K - $767K
34.7K $1.28M
ITOT
Ishares Core S&P Total U.S. St

ETFs
126
+ 0.13%
$113.41 - $125.62 $14.3K - $15.8K
94K $11.8M
STE
Steris PLC

Healthcare
917
+ 5.03%
$213.51 - $247.14 $196K - $227K
19.1K $4.64M
PLD
Prologis, Inc.

Real Estate
3.93K
+ 37.78%
$111.95 - $132.43 $440K - $520K
14.3K $1.81M
WMB
Williams Companies, Inc.

Energy
12.3K
+ 50.64%
$41.24 - $46.22 $505K - $566K
36.5K $1.66M
LOB
Live Oak Bancshares, Inc.

Financial Services
17
+ 0.03%
$33.45 - $49.72 $569 - $845
51K $2.42M
MAR
Marriott International Inc

Consumer Cyclical
2.24K
+ 25.42%
$211.35 - $255.11 $473K - $571K
11.1K $2.75M
EPD
Enterprise Products Partners L.P.

Energy
20.5K
+ 84.56%
$27.88 - $30.0 $571K - $614K
44.7K $1.3M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.36K
+ 6.73%
$85.44 - $110.36 $116K - $150K
21.6K $2.38M
DTE
Dte Energy CO

Utilities
2.73K
+ 20.98%
$108.67 - $128.41 $296K - $350K
15.7K $2.02M
CSX
Csx Corp

Industrials
13.5K
+ 13.39%
$32.48 - $35.45 $439K - $479K
115K $3.95M
ADP
Automatic Data Processing Inc

Industrials
922
+ 11.51%
$233.44 - $279.45 $215K - $258K
8.93K $2.47M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
333
+ 19.59%
$1015.62 - $1159.62 $338K - $386K
2.03K $2.34M
VEEV
Veeva Systems Inc

Healthcare
550
+ 3.46%
$180.43 - $223.9 $99.2K - $123K
16.4K $3.45M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.61K
+ 5.55%
$77.02 - $85.06 $201K - $222K
49.5K $4.18M
EQIX
Equinix Inc

Real Estate
354
+ 21.18%
$749.0 - $890.01 $265K - $315K
2.03K $1.8M
XLF
Financial Sector Spdr

ETFs
3.12K
+ 3.54%
$40.84 - $45.74 $127K - $143K
91.2K $4.13M
TSCO
Tractor Supply CO

Consumer Cyclical
366
+ 1.92%
$251.95 - $290.93 $92.2K - $106K
19.4K $5.65M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.96K
+ 8.79%
$36.98 - $41.55 $257K - $289K
86.1K $3.54M
Activity Summary
Buys All Purchases 867 New Holdings 155 Increased Positions 712 Sells All Sells 343 Reductions 343 Sold out 0 Options Calls 7 Puts 7
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