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
DASH
Door Dash, Inc.

Communication Services
208
+ 4.19%
$168.37 - $213.38 $35K - $44.4K
5.17K $944K
NET
Cloudflare, Inc.

Technology
808
+ 22.14%
$110.71 - $176.5 $89.5K - $143K
4.46K $502K
TSN
Tyson Foods, Inc.

Consumer Defensive
772
+ 8.44%
$54.27 - $63.81 $41.9K - $49.3K
9.92K $633K
ABEV
Ambev S.A.

Consumer Defensive
31.7K
+ 46.81%
$1.77 - $2.37 $56.2K - $75.2K
99.6K $232K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.06K
+ 23.72%
$45.92 - $47.58 $94.5K - $97.9K
10.7K $509K
EGP
Eastgroup Properties Inc

Real Estate
6
+ 0.09%
$155.63 - $187.46 $934 - $1.12K
6.58K $1.16M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
250
+ 8.35%
$88.0 - $115.5 $22K - $28.9K
3.25K $370K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
4.21K
+ 24.39%
$21.77 - $22.56 $91.7K - $95K
21.5K $482K
LYG
Lloyds Banking Group PLC

Financial Services
7.2K
+ 10.57%
$2.58 - $3.9 $18.6K - $28.1K
75.4K $287K
ATO
Atmos Energy Corp

Utilities
482
+ 28.76%
$136.51 - $154.58 $65.8K - $74.5K
2.16K $333K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.44K
+ 4.56%
$51.52 - $52.37 $74.4K - $75.6K
33.1K $1.73M
MFG
Mizuho Financial Group Inc

Financial Services
5.8K
+ 5.6%
$4.83 - $6.04 $28K - $35.1K
110K $603K
CL
Colgate Palmolive CO

Consumer Defensive
249
+ 0.98%
$85.68 - $97.5 $21.3K - $24.3K
25.5K $2.39M
FTNT
Fortinet, Inc.

Technology
679
+ 4.32%
$92.49 - $114.57 $62.8K - $77.8K
16.4K $1.58M
HQY
Healthequity, Inc.

Healthcare
2.28K
+ 15.88%
$84.32 - $114.51 $192K - $261K
16.6K $1.47M
SCI
Service Corp International

Consumer Cyclical
127
+ 0.06%
$75.99 - $84.16 $9.65K - $10.7K
209K $16.8M
BCE
Bce Inc

Communication Services
4.04K
+ 43.48%
$22.14 - $25.18 $89.4K - $102K
13.3K $305K
EQT
Eqt Corp

Energy
932
+ 16.82%
$46.16 - $54.25 $43K - $50.6K
6.47K $345K
CMS
Cms Energy Corp

Utilities
8
+ 0.08%
$64.99 - $75.11 $520 - $601
10.4K $782K
BCS
Barclays PLC

Financial Services
1.57K
+ 5.0%
$12.69 - $16.25 $19.9K - $25.5K
33K $506K
KEP
Korea Electric Power Corp

Utilities
8.12K
+ 15.44%
$6.68 - $8.18 $54.2K - $66.4K
60.7K $449K
X
United States Steel Corp

Basic Materials
68
+ 0.66%
$30.47 - $43.0 $2.07K - $2.92K
10.4K $439K
RELX
Relx PLC

Communication Services
58
+ 0.35%
$45.34 - $51.91 $2.63K - $3.01K
16.7K $843K
OGN
Organon & Co.

Healthcare
5.76K
+ 42.23%
$14.29 - $16.41 $82.3K - $94.5K
19.4K $288K
BBD
Bank Bradesco

Financial Services
36.2K
+ 263.51%
$1.85 - $2.32 $66.9K - $83.9K
49.9K $111K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
701
+ 33.48%
$211.47 - $267.17 $148K - $187K
2.8K $591K
TYL
Tyler Technologies Inc

Technology
133
+ 15.05%
$553.41 - $646.74 $73.6K - $86K
1.02K $591K
TTE
Total Energies Se

Energy
1.21K
+ 7.74%
N/A
16.8K $1.15M
FNDA
Schwab Fundamental U S Small C

ETFs
7.65K
+ 13.69%
$26.87 - $30.99 $206K - $237K
63.5K $1.74M
UBS
Ubs Group Ag

Financial Services
2.27K
+ 6.5%
$30.28 - $35.78 $68.9K - $81.4K
37.3K $1.14M
E
Eni Spa

Energy
1.21K
+ 10.47%
$27.51 - $31.47 $33.3K - $38K
12.8K $394K
CHTR
Charter Communications, Inc.

Communication Services
41
+ 1.68%
$334.89 - $384.77 $13.7K - $15.8K
2.49K $915K
PFEB
Innovator U.S. Equity Power Bu

ETFs
3.6K
+ 6.97%
$35.54 - $37.44 $128K - $135K
55.2K $1.98M
CINF
Cincinnati Financial Corp

Financial Services
434
+ 14.68%
$133.67 - $147.81 $58K - $64.1K
3.39K $500K
UGP
Ultrapar Holdings Inc

Energy
19.9K
+ 61.33%
$2.56 - $3.2 $51K - $63.7K
52.4K $161K
HEI
Heico Corp

Industrials
177
+ 18.19%
$219.6 - $270.85 $38.9K - $47.9K
1.15K $307K
HYLB
Xtrackers Usd High Yield Corp

ETFs
2.07K
+ 34.84%
$35.96 - $36.72 $74.4K - $76K
8.01K $289K
FOXA
Fox Corp

Communication Services
464
+ 7.77%
$47.9 - $58.0 $22.2K - $26.9K
6.43K $364K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
181
+ 0.76%
$45.62 - $51.12 $8.26K - $9.25K
24.1K $1.23M
GWRE
Guidewire Software, Inc.

Technology
238
+ 15.62%
$166.74 - $218.22 $39.7K - $51.9K
1.76K $330K
OEF
Ishares S&P 100 ETF

ETFs
278
+ 12.0%
N/A
2.6K $690K
FICO
Fair Isaac Corp

Technology
79
+ 15.74%
$1695.35 - $2030.47 $134K - $160K
581 $1.07M
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.36K
+ 10.29%
$24.05 - $24.86 $56.7K - $58.6K
25.3K $628K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
548
+ 19.15%
$114.57 - $118.14 $62.8K - $64.7K
3.41K $402K
LRN
Stride, Inc.

Consumer Defensive
202
+ 9.89%
$106.34 - $142.28 $21.5K - $28.7K
2.24K $283K
CLF
Cleveland Cliffs Inc.

Basic Materials
12K
+ 50.68%
$8.22 - $12.02 $98.7K - $144K
35.7K $293K
TRP
Tc Energy Corp

Energy
1.36K
+ 13.38%
$44.29 - $49.27 $60.3K - $67.1K
11.5K $544K
DRI
Darden Restaurants Inc

Consumer Cyclical
113
+ 5.13%
$180.02 - $208.56 $20.3K - $23.6K
2.32K $481K
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.21K
+ 7.14%
$33.57 - $37.22 $40.5K - $44.9K
18.1K $648K
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