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
MET
Metlife Inc

Financial Services
2.14K
+ 16.82%
$78.15 - $88.25 $167K - $189K
14.9K $1.22M
NET
Cloudflare, Inc.

Technology
850
+ 30.37%
$78.11 - $117.56 $66.4K - $99.9K
3.65K $392K
SRE
Sempra Energy

Utilities
1.53K
+ 21.85%
$80.81 - $94.77 $124K - $145K
8.55K $750K
ALL
Allstate Corp

Financial Services
709
+ 8.85%
$181.25 - $208.2 $129K - $148K
8.72K $1.68M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
311
+ 2.01%
$129.96 - $144.97 $40.4K - $45.1K
15.8K $2.2M
CTAS
Cintas Corp

Industrials
1.59K
+ 27.5%
$182.7 - $226.47 $290K - $359K
7.35K $1.34M
CASY
Caseys General Stores Inc

Consumer Cyclical
252
+ 9.34%
$366.65 - $427.88 $92.4K - $108K
2.95K $1.17M
EIX
Edison International

Utilities
2.63K
+ 35.52%
$77.93 - $88.36 $205K - $232K
10K $801K
PFC
Premier Financial Corp

Financial Services
270
+ 0.38%
$22.57 - $28.85 $6.09K - $7.79K
70.9K $1.81M
SOXX
Ishares Semiconductor ETF

ETFs
785
+ 80.35%
$211.27 - $239.8 $166K - $188K
1.76K $379K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
58.5K
+ 220.64%
$27.54 - $83.04 $1.61M - $4.86M
85.1K $2.36M
AME
Ametek Inc

Industrials
591
+ 11.64%
$165.89 - $197.38 $98K - $117K
5.67K $1.02M
WELL
Welltower Inc.

Real Estate
1.31K
+ 16.71%
$123.11 - $139.3 $161K - $182K
9.13K $1.15M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
2.64K
+ 40.45%
$28.38 - $39.27 $74.8K - $103K
9.15K $354K
KNSL
Kinsale Capital Group, Inc.

Financial Services
319
+ 18.22%
$424.05 - $524.22 $135K - $167K
2.07K $962K
ICL
Icl Group Ltd.

Basic Materials
26.8K
+ 126.2%
$3.92 - $5.13 $105K - $137K
48K $237K
UNH
Unitedhealth Group Inc

Healthcare
4.18K
+ 16.73%
$485.52 - $625.25 $2.03M - $2.61M
29.2K $14.7M
HSY
Hershey CO

Consumer Defensive
1.37K
+ 34.61%
$168.67 - $193.65 $231K - $265K
5.33K $902K
CAE
Cae Inc

Industrials
104
+ 0.49%
$17.6 - $25.38 $1.83K - $2.64K
21.3K $541K
EW
Edwards Lifesciences Corp

Healthcare
1.18K
+ 17.04%
$64.54 - $75.92 $75.9K - $89.3K
8.08K $598K
EA
Electronic Arts Inc.

Communication Services
843
+ 13.94%
$140.69 - $167.97 $119K - $142K
6.89K $1.01M
FAST
Fastenal CO

Industrials
1.87K
+ 20.48%
$69.99 - $84.35 $131K - $158K
11K $791K
CSGP
Costar Group, Inc.

Real Estate
2.33K
+ 31.31%
$69.7 - $81.97 $162K - $191K
9.76K $698K
CTRA
Coterra Energy Inc.

Energy
3.6K
+ 12.45%
$22.71 - $27.63 $81.7K - $99.4K
32.5K $830K
VRT
Vertiv Holdings CO

Industrials
1.6K
+ 25.95%
N/A
7.76K $672K
PBRA
Petroleo Bras Ads (Ea Reptg 2
10.4K
+ 44.37%
N/A
33.8K $444K
SCHA
Schwab Strategic Tr Us Small C

ETFs
211K
+ 101.69%
$25.33 - $51.16 $5.35M - $10.8M
419K $10.8M
ROK
Rockwell Automation, Inc

Industrials
209
+ 4.71%
$264.65 - $302.92 $55.3K - $63.3K
4.64K $1.33M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
540
+ 12.9%
$180.39 - $205.43 $97.4K - $111K
4.73K $896K
TCOM
Trip.Com Group LTD

Consumer Cyclical
244
+ 1.95%
$58.0 - $75.06 $14.2K - $18.3K
12.7K $875K
OXY
Occidental Petroleum Corp

Energy
3.69K
+ 15.21%
$45.36 - $55.91 $168K - $206K
28K $1.38M
JBL
Jabil Inc

Technology
306
+ 8.42%
$118.97 - $147.77 $36.4K - $45.2K
3.94K $566K
ARES
Ares Management Corp

Financial Services
425
+ 16.6%
$153.38 - $183.7 $65.2K - $78.1K
2.99K $528K
VBK
Vanguard Small Cap Growth ETF

ETFs
369
+ 17.45%
$264.18 - $304.19 $97.5K - $112K
2.48K $695K
UPST
Upstart Holdings, Inc.

Financial Services
64
+ 1.09%
$37.78 - $84.46 $2.42K - $5.41K
5.94K $365K
PCG
Pg&E Corp

Utilities
5.7K
+ 16.47%
$19.2 - $21.63 $109K - $123K
40.3K $813K
DGX
Quest Diagnostics Inc

Healthcare
941
+ 5.03%
N/A
19.7K $2.69M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
11.6K
+ 44.24%
$13.01 - $14.43 $151K - $168K
37.9K $502K
FANG
Diamondback Energy, Inc.

Energy
1.11K
+ 17.68%
$153.06 - $199.5 $170K - $221K
7.37K $1.21M
CSX
Csx Corp

Industrials
11.9K
+ 10.41%
$31.58 - $36.88 $377K - $440K
126K $4.08M
AGCO
Agco Corp

Industrials
1.46K
+ 57.93%
$89.46 - $101.89 $131K - $149K
3.99K $373K
VRSK
Verisk Analytics, Inc.

Industrials
408
+ 21.79%
$262.86 - $294.75 $107K - $120K
2.28K $627K
WTRG
Essential Utilities, Inc.

Utilities
5.15K
+ 18.79%
$36.18 - $40.55 $186K - $209K
32.6K $1.18M
TSN
Tyson Foods, Inc.

Consumer Defensive
2.39K
+ 35.34%
$57.14 - $64.54 $137K - $154K
9.15K $525K
HPE
Hewlett Packard Enterprise CO

Technology
4.92K
+ 24.49%
$19.31 - $23.95 $94.9K - $118K
25K $533K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
933
+ 2.31%
$69.3 - $74.3 $64.7K - $69.3K
41.3K $2.95M
HWM
Howmet Aerospace Inc.

Industrials
786
+ 19.9%
$99.72 - $120.09 $78.4K - $94.4K
4.74K $517K
ILMN
Illumina, Inc.

Healthcare
789
+ 15.96%
$128.99 - $155.15 $102K - $122K
5.73K $766K
WIT
Wipro LTD

Technology
192K
+ 101.04%
$3.54 - $7.24 $679K - $1.39M
381K $1.35M
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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