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
NEM
Newmont Corp

Basic Materials
4.42K
+ 40.07%
$37.79 - $48.39 $167K - $214K
15.4K $745K
IEF
Ishares Barclays

ETFs
3.4K
+ 94.97%
$91.17 - $95.39 $310K - $324K
6.98K $665K
HDB
Hdfc Bank LTD

Financial Services
3.89K
+ 13.41%
$58.06 - $66.85 $226K - $260K
32.9K $2.19M
SNY
Sanofi

Healthcare
3.27K
+ 15.56%
$48.15 - $59.42 $157K - $194K
24.3K $1.35M
ABNB
Airbnb, Inc.

Consumer Cyclical
3.38K
+ 56.54%
$119.38 - $161.42 $404K - $546K
9.37K $1.12M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.67K
+ 2.42%
$169.43 - $182.84 $621K - $670K
155K $26.9M
UMC
United Microelectronics Corp

Technology
37.1K
+ 37.35%
$5.69 - $7.15 $211K - $265K
136K $975K
AL
Air Lease Corp

Industrials
6.6K
+ 10.2%
$43.38 - $51.13 $286K - $337K
71.3K $3.44M
PPC
Pilgrims Pride Corp

Consumer Defensive
60
+ 0.17%
$44.52 - $55.93 $2.67K - $3.36K
34.9K $1.9M
XLK
Technology Sector Spdr

ETFs
5.6K
+ 17.41%
$206.38 - $242.18 $1.16M - $1.36M
37.8K $7.8M
KLAC
Kla Corp

Technology
267
+ 10.03%
$636.62 - $777.63 $170K - $208K
2.93K $1.99M
SBUX
Starbucks Corp

Consumer Cyclical
385
+ 0.97%
$91.75 - $115.81 $35.3K - $44.6K
40.1K $3.93M
FNV
Franco Nevada Corp

Basic Materials
1.45K
+ 70.6%
$120.72 - $157.56 $175K - $228K
3.5K $551K
ENB
Enbridge Inc

Energy
2.97K
+ 3.18%
$41.54 - $45.45 $123K - $135K
96.2K $4.26M
FNDX
Schwab Fundamental U S Large C

ETFs
13.2K
+ 11.08%
$23.03 - $25.01 $303K - $329K
132K $3.12M
WMB
Williams Companies, Inc.

Energy
874
+ 2.14%
$54.02 - $61.09 $47.2K - $53.4K
41.8K $2.5M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
2.39K
+ 3.83%
$9.49 - $14.83 $22.7K - $35.5K
64.8K $882K
RSG
Republic Services, Inc.

Industrials
418
+ 9.85%
$200.09 - $242.16 $83.6K - $101K
4.66K $1.13M
VLO
Valero Energy Corp

Energy
757
+ 4.16%
$121.76 - $142.99 $92.2K - $108K
19K $2.51M
SYK
Stryker Corp

Healthcare
316
+ 2.62%
$355.18 - $399.9 $112K - $126K
12.4K $4.61M
HWM
Howmet Aerospace Inc.

Industrials
1.28K
+ 27.07%
$110.79 - $139.39 $142K - $179K
6.02K $780K
NDAQ
Nasdaq, Inc.

Financial Services
4.45K
+ 8.43%
$72.17 - $83.76 $321K - $372K
57.2K $4.34M
VFVA
Vanguard Wellington Fd U S Val

ETFs
5.51K
+ 6.56%
$111.86 - $124.32 $616K - $685K
89.5K $10.2M
ADI
Analog Devices Inc

Technology
1.98K
+ 14.92%
$201.56 - $243.82 $398K - $482K
15.2K $3.07M
BDX
Becton Dickinson & CO

Healthcare
1.07K
+ 22.22%
$222.79 - $249.08 $238K - $266K
5.88K $1.35M
MU
Micron Technology Inc

Technology
1.68K
+ 4.42%
$86.89 - $109.38 $146K - $184K
39.7K $3.45M
KMI
Kinder Morgan, Inc.

Energy
1.55K
+ 0.87%
$26.1 - $31.22 $40.4K - $48.3K
179K $5.12M
PLD
Prologis, Inc.

Real Estate
1.5K
+ 12.18%
$103.59 - $124.04 $155K - $186K
13.8K $1.54M
RYN
Rayonier Inc

Real Estate
3.66K
+ 4.66%
$24.95 - $28.24 $91.4K - $103K
82.3K $2.29M
PKI
Perkinelmer Inc

Healthcare
1.99K
+ 7.68%
N/A
27.9K $3.38M
AFL
Aflac Inc

Financial Services
951
+ 5.94%
$100.99 - $111.19 $96K - $106K
17K $1.89M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.93K
+ 14.25%
$360.07 - $417.26 $1.06M - $1.22M
23.5K $8.49M
CHT
Chunghwa Telecom CO LTD

Communication Services
4.71K
+ 18.67%
$36.78 - $39.46 $173K - $186K
29.9K $1.17M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.27K
+ 91.63%
$192.82 - $222.1 $245K - $282K
2.66K $512K
INTU
Intuit Inc

Technology
710
+ 4.69%
$555.63 - $630.23 $394K - $447K
15.8K $9.73M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
29.5K
+ 6.27%
$32.42 - $36.13 $955K - $1.06M
499K $16.5M
LOW
Lowes Companies Inc

Consumer Cyclical
3.08K
+ 8.28%
$222.66 - $268.42 $686K - $827K
40.3K $9.39M
MSTR
Microstrategy Inc

Technology
760
+ 12.81%
$239.27 - $396.5 $182K - $301K
6.7K $1.93M
PKX
Posco Holdings Inc.

Basic Materials
3.45K
+ 30.8%
$39.82 - $55.32 $137K - $191K
14.7K $696K
ES
Eversource Energy

Utilities
2.01K
+ 11.04%
$55.63 - $63.8 $112K - $128K
20.2K $1.26M
GFI
Gold Fields LTD

Basic Materials
5.1K
+ 47.89%
$13.84 - $22.09 $70.6K - $113K
15.8K $348K
HOOD
Robinhood Markets, Inc.

Technology
4.37K
+ 72.16%
$35.63 - $65.28 $156K - $285K
10.4K $433K
ESLT
Elbit Systems LTD

Industrials
55
+ 3.81%
$261.47 - $413.0 $14.4K - $22.7K
1.5K $574K
MPWR
Monolithic Power Systems Inc

Technology
378
+ 23.12%
$565.7 - $720.25 $214K - $272K
2.01K $1.17M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.98K
+ 9.59%
$82.81 - $92.93 $330K - $370K
45.5K $3.87M
APH
Amphenol Corp

Technology
4.34K
+ 19.23%
$61.62 - $78.55 $267K - $341K
26.9K $1.76M
LPL
Lg Display Co., Ltd.

Technology
61.7K
+ 161.19%
$3.08 - $3.49 $190K - $215K
99.9K $310K
HCA
Hca Healthcare, Inc.

Healthcare
149
+ 4.84%
$296.7 - $345.55 $44.2K - $51.5K
3.23K $1.11M
MPC
Marathon Petroleum Corp

Energy
599
+ 3.62%
$134.72 - $159.03 $80.7K - $95.3K
17.2K $2.5M
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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