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
FCX
Freeport Mcmoran Inc

Basic Materials
1.97K
+ 6.55%
$34.5 - $43.01 $67.9K - $84.7K
32K $1.21M
KEYS
Keysight Technologies, Inc.

Technology
2.46K
+ 8.88%
$148.16 - $185.11 $364K - $455K
30.2K $4.52M
FNDC
Schwab Fundamental Intl Small

ETFs
1.25K
+ 11.25%
$33.34 - $37.44 $41.8K - $46.9K
12.4K $448K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
460
+ 8.66%
$75.32 - $84.77 $34.6K - $39K
5.77K $471K
AGL
Agilon Health, Inc.

Healthcare
93
+ 0.34%
$1.92 - $4.61 $179 - $429
27.6K $119K
ADSK
Autodesk, Inc.

Technology
264
+ 6.68%
N/A
4.22K $1.04M
WF
Woori Financial Group Inc.

Financial Services
342
+ 1.39%
$31.09 - $35.8 $10.6K - $12.2K
25K $835K
AIT
Applied Industrial Technologies Inc

Industrials
374
+ 26.03%
$218.93 - $269.18 $81.9K - $101K
1.81K $408K
PHYS
Sprott Physical Gold Trust

Financial Services
535
+ 4.2%
$20.25 - $24.06 $10.8K - $12.9K
13.3K $319K
EOG
Eog Resources Inc

Energy
30
+ 0.28%
$120.54 - $138.05 $3.62K - $4.14K
10.6K $1.36M
AM
Antero Midstream Corp

Energy
975
+ 6.47%
$15.47 - $18.04 $15.1K - $17.6K
16K $288K
MFC
Manulife Financial Corp

Financial Services
1.11K
+ 1.86%
$28.41 - $31.82 $31.5K - $35.3K
60.7K $1.89M
ICL
Icl Group Ltd.

Basic Materials
4.24K
+ 8.83%
$4.96 - $6.45 $21K - $27.4K
52.3K $297K
EFG
Msci Eafe Growth ETF

ETFs
303
+ 3.35%
$96.1 - $106.37 $29.1K - $32.2K
9.35K $935K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
285
+ 1.36%
$33.84 - $37.77 $9.64K - $10.8K
21.2K $773K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
780
+ 15.92%
$60.44 - $69.57 $47.1K - $54.3K
5.68K $378K
RGTI
Rigetti Computing, Inc.

Technology
63K
+ 106.8%
$6.05 - $19.51 $381K - $1.23M
122K $966K
VTR
Ventas, Inc.

Real Estate
73
+ 1.41%
$56.9 - $70.47 $4.15K - $5.14K
5.24K $360K
TFC
Truist Financial Corp

Financial Services
3.24K
+ 9.22%
$39.48 - $48.15 $128K - $156K
38.3K $1.58M
IYF
Ishares Tr

ETFs
437
+ 18.93%
$107.69 - $119.37 $47.1K - $52.2K
2.75K $309K
WRB
Berkley W R Corp

Financial Services
100
+ 2.82%
$56.7 - $71.27 $5.67K - $7.13K
3.65K $259K
SG
Sweetgreen, Inc.

Consumer Cyclical
4.47K
+ 50.81%
$21.47 - $34.94 $96.1K - $156K
13.3K $332K
RBLX
Roblox Corp

Communication Services
823
+ 19.03%
$53.77 - $75.47 $44.3K - $62.1K
5.15K $300K
PNR
Pentair PLC

Industrials
1.07K
+ 31.51%
$84.0 - $105.35 $89.6K - $112K
4.45K $389K
WTW
Willis Towers Watson PLC

Financial Services
26
+ 1.69%
$306.61 - $340.78 $7.97K - $8.86K
1.57K $528K
IBB
Ishares Biotechnology ETF

ETFs
479
+ 14.95%
$127.9 - $140.56 $61.3K - $67.3K
3.68K $471K
TDS
Telephone & Data Systems Inc

Communication Services
485
+ 8.0%
$32.18 - $40.31 $15.6K - $19.6K
6.54K $253K
LEN
Lennar Corp

Consumer Cyclical
1.51K
+ 25.73%
$113.93 - $141.54 $172K - $213K
7.36K $844K
BVN
Buenaventura Mining CO Inc

Basic Materials
70
+ 0.64%
$11.97 - $15.79 $838 - $1.11K
11K $172K
IYR
Ishares Tr

ETFs
83
+ 0.6%
$89.49 - $98.98 $7.43K - $8.22K
13.8K $1.32M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
7.18K
+ 44.17%
$5.3 - $5.8 $38K - $41.6K
23.4K $131K
GRMN
Garmin LTD

Technology
35
+ 1.03%
$204.55 - $241.93 $7.16K - $8.47K
3.43K $744K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
283
+ 4.03%
$47.39 - $54.26 $13.4K - $15.4K
7.3K $379K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
275
+ 3.51%
$48.65 - $53.06 $13.4K - $14.6K
8.12K $421K
TDY
Teledyne Technologies Inc

Technology
24
+ 2.6%
$455.51 - $518.84 $10.9K - $12.5K
947 $471K
ADC
Agree Realty Corp

Real Estate
139
+ 3.03%
$68.36 - $77.19 $9.5K - $10.7K
4.73K $365K
BR
Broadridge Financial Solutions, Inc.

Technology
101
+ 9.6%
$221.46 - $244.83 $22.4K - $24.7K
1.15K $279K
EHC
Encompass Health Corp

Healthcare
172
+ 6.73%
$91.05 - $102.2 $15.7K - $17.6K
2.73K $276K
HSY
Hershey CO

Consumer Defensive
181
+ 3.4%
$144.74 - $186.36 $26.2K - $33.7K
5.51K $942K
IRT
Independence Realty Trust, Inc.

Real Estate
240
+ 0.97%
$18.23 - $21.8 $4.38K - $5.23K
25K $531K
DPZ
Dominos Pizza Inc

Consumer Cyclical
3
+ 0.32%
$402.33 - $489.71 $1.21K - $1.47K
929 $426K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1.12K
+ 4.91%
$44.81 - $46.22 $50K - $51.5K
23.8K $1.07M
RMBS
Rambus Inc

Technology
808
+ 19.09%
$51.55 - $68.59 $41.7K - $55.4K
5.04K $261K
FDVV
Fidelity High Dividend ETF

ETFs
857
+ 5.76%
$48.86 - $52.28 $41.9K - $44.8K
15.7K $781K
SPG
Simon Property Group Inc

Real Estate
437
+ 7.52%
$159.48 - $187.78 $69.7K - $82.1K
6.25K $1.04M
PFG
Principal Financial Group Inc

Financial Services
54
+ 1.17%
$76.34 - $89.04 $4.12K - $4.81K
4.68K $395K
PNW
Pinnacle West Capital Corp

Utilities
29
+ 0.89%
$81.76 - $95.25 $2.37K - $2.76K
3.29K $313K
PTEN
Patterson Uti Energy Inc

Energy
4.69K
+ 14.72%
$7.15 - $9.45 $33.5K - $44.3K
36.6K $300K
FTCS
First Trust Capital Strength E

ETFs
298
+ 6.71%
$86.39 - $91.35 $25.7K - $27.2K
4.74K $424K
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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