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
TOL
Toll Brothers, Inc.

Consumer Cyclical
281
+ 15.0%
$109.16 - $155.35 $30.7K - $43.7K
2.15K $332K
JHX
James Hardie Industries PLC

Basic Materials
318
+ 2.61%
$31.27 - $42.02 $9.94K - $13.4K
12.5K $500K
RMD
Resmed Inc

Healthcare
34
+ 1.67%
$186.94 - $252.92 $6.36K - $8.6K
2.07K $506K
JLL
Jones Lang Lasalle Inc

Real Estate
143
+ 12.35%
$198.7 - $272.0 $28.4K - $38.9K
1.3K $351K
DAL
Delta Air Lines, Inc.

Industrials
1.29K
+ 9.2%
$37.32 - $51.8 $48K - $66.7K
15.3K $775K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
89
+ 0.64%
$87.56 - $95.49 $7.79K - $8.5K
14K $1.34M
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.17K
+ 26.24%
$52.04 - $64.22 $60.9K - $75.2K
5.63K $344K
EXPE
Expedia Group, Inc.

Consumer Cyclical
463
+ 23.87%
$112.12 - $149.09 $51.9K - $69K
2.4K $355K
NICE
Nice Ltd.

Technology
627
+ 52.16%
$154.95 - $184.96 $97.2K - $116K
1.83K $317K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
158
+ 4.53%
$80.44 - $110.41 $12.7K - $17.4K
3.65K $402K
MNST
Monster Beverage Corp

Consumer Defensive
68
+ 0.14%
$45.01 - $52.47 $3.06K - $3.57K
47.1K $2.46M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
1.12K
+ 12.87%
$65.26 - $75.5 $73.1K - $84.6K
9.82K $708K
BLD
Top Build Corp

Industrials
230
+ 33.77%
$360.4 - $479.09 $82.9K - $110K
911 $370K
NVR
Nvr Inc

Consumer Cyclical
1
+ 2.27%
$7421.51 - $9811.8 $7.42K - $9.81K
45 $441K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.65K
+ 14.89%
$31.95 - $38.02 $52.7K - $62.8K
12.7K $477K
CTSH
Cognizant Technology Solutions Corp

Technology
416
+ 5.13%
$66.89 - $77.87 $27.8K - $32.4K
8.53K $658K
DEO
Diageo PLC

Consumer Defensive
443
+ 13.89%
$120.02 - $140.77 $53.2K - $62.4K
3.63K $509K
AWK
American Water Works Company, Inc.

Utilities
383
+ 13.01%
$127.76 - $149.9 $48.9K - $57.4K
3.33K $486K
SNOW
Snowflake Inc.

Technology
1.65K
+ 40.33%
$108.56 - $143.02 $179K - $235K
5.73K $657K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
33
+ 0.79%
$150.01 - $182.29 $4.95K - $6.02K
4.19K $761K
RPM
Rpm International Inc

Basic Materials
4
+ 0.05%
$103.91 - $125.03 $416 - $500
7.63K $923K
VRSN
Verisign Inc

Technology
440
+ 29.89%
$174.18 - $190.64 $76.6K - $83.9K
1.91K $363K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
525
+ 6.42%
$58.35 - $66.29 $30.6K - $34.8K
8.7K $576K
BRO
Brown & Brown, Inc.

Financial Services
30
+ 0.44%
$89.11 - $105.82 $2.67K - $3.17K
6.89K $713K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
708
+ 0.86%
$25.73 - $28.81 $18.2K - $20.4K
83.4K $2.37M
BPOP
Popular, Inc.

Financial Services
410
+ 8.39%
$85.64 - $104.28 $35.1K - $42.8K
5.3K $531K
ADSK
Autodesk, Inc.

Technology
419
+ 13.76%
$245.83 - $245.83 $103K - $103K
3.46K $851K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.16K
+ 14.68%
$22.51 - $23.92 $71.2K - $75.6K
24.7K $587K
FNDC
Schwab Fundamental Intl Small

ETFs
1.87K
+ 23.78%
$33.85 - $38.5 $63.4K - $72.1K
9.74K $371K
PAVE
Global X Fds Us Infrastructure

ETFs
422
+ 2.18%
$36.39 - $41.16 $15.4K - $17.4K
19.7K $812K
CFG
Citizens Financial Group Inc

Financial Services
61
+ 0.33%
$35.24 - $43.24 $2.15K - $2.64K
18.7K $766K
VBK
Vanguard Small Cap Growth ETF

ETFs
237
+ 12.62%
$240.48 - $267.94 $57K - $63.5K
2.12K $565K
VNT
Vontier Corp

Technology
10.5K
+ 18.17%
$31.95 - $41.39 $336K - $435K
68.4K $2.31M
ADC
Agree Realty Corp

Real Estate
592
+ 15.46%
$61.47 - $76.71 $36.4K - $45.4K
4.42K $332K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
544
+ 21.91%
$211.47 - $281.27 $115K - $153K
3.03K $742K
IXJ
Ishares Global Healthcare ETF

ETFs
401
+ 3.83%
$91.63 - $101.25 $36.7K - $40.6K
10.9K $1.07M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.24K
+ 6.33%
$33.74 - $37.96 $41.8K - $47K
20.8K $780K
IR
Ingersoll Rand Inc.

Industrials
623
+ 13.88%
$86.9 - $100.4 $54.1K - $62.5K
5.11K $501K
SKM
Sk Telecom CO LTD

Communication Services
2.09K
+ 13.59%
$20.68 - $24.47 $43.3K - $51.2K
17.5K $415K
DFS
Discover Financial Services

Financial Services
263
+ 4.44%
$123.41 - $144.72 $32.5K - $38.1K
6.19K $868K
MOH
Molina Healthcare, Inc.

Healthcare
124
+ 11.58%
$283.98 - $360.73 $35.2K - $44.7K
1.2K $411K
SQ
Block, Inc.

Technology
1.09K
+ 15.06%
$57.21 - $72.07 $62.3K - $78.5K
8.32K $558K
STT
State Street Corp

Financial Services
529
+ 17.54%
$73.37 - $89.31 $38.8K - $47.2K
3.55K $313K
TTWO
Take Two Interactive Software Inc

Communication Services
626
+ 19.82%
$135.67 - $161.71 $84.9K - $101K
3.78K $581K
FAST
Fastenal CO

Industrials
165
+ 1.84%
$62.09 - $71.83 $10.2K - $11.9K
9.14K $652K
SPXC
Spx Corp

Industrials
219
+ 7.11%
$139.19 - $164.35 $30.5K - $36K
3.3K $526K
LYV
Live Nation Entertainment, Inc.

Communication Services
434
+ 17.73%
$88.06 - $109.5 $38.2K - $47.5K
2.88K $315K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
2.43K
+ 30.83%
$37.45 - $52.79 $91K - $128K
10.3K $473K
PBA
Pembina Pipeline Corp

Energy
860
+ 7.22%
$36.86 - $41.36 $31.7K - $35.6K
12.8K $526K
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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