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
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.06K
+ 17.97%
$34.25 - $37.94 $70.5K - $78.1K
13.5K $490K
TT
Trane Technologies PLC

Industrials
454
+ 9.04%
$369.35 - $419.14 $168K - $190K
5.48K $2.02M
JOE
St Joe CO

Real Estate
3.39K
+ 54.39%
$43.8 - $59.68 $148K - $202K
9.62K $432K
CHT
Chunghwa Telecom CO LTD

Communication Services
2.98K
+ 13.42%
$37.24 - $39.29 $111K - $117K
25.2K $949K
IBN
Icici Bank LTD

Financial Services
2.22K
+ 2.04%
$28.69 - $31.9 $63.6K - $70.7K
111K $3.31M
AB
Alliancebernstein Holding L.P.

Financial Services
711
+ 3.7%
$34.59 - $38.68 $24.6K - $27.5K
19.9K $739K
RMD
Resmed Inc

Healthcare
429
+ 20.69%
$228.69 - $256.07 $98.1K - $110K
2.5K $572K
BANR
Banner Corp

Financial Services
6
+ 0.07%
$57.86 - $76.26 $347 - $458
9.05K $604K
CNX
Cnx Resources Corp

Energy
308
+ 2.34%
$32.66 - $41.09 $10.1K - $12.7K
13.4K $492K
XLG
Invesco Exchange Traded Fd Tr

ETFs
44
+ 0.17%
$46.94 - $51.62 $2.07K - $2.27K
25.8K $1.29M
GL
Globe Life Inc.

Financial Services
446
+ 17.14%
$103.49 - $116.02 $46.2K - $51.7K
3.05K $339K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
19
+ 0.52%
$110.69 - $154.48 $2.1K - $2.94K
3.66K $465K
CLX
Clorox CO

Consumer Defensive
396
+ 9.37%
$156.51 - $169.74 $62K - $67.2K
4.62K $750K
ASX
Ase Technology Holding Co., Ltd.

Technology
3.18K
+ 3.39%
$9.49 - $10.74 $30.2K - $34.1K
96.8K $975K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
104
+ 0.94%
$19.44 - $28.35 $2.02K - $2.95K
11.1K $286K
SNA
Snap On Inc

Industrials
66
+ 8.58%
$285.44 - $371.35 $18.8K - $24.5K
835 $283K
ONB
Old National Bancorp

Financial Services
66
+ 0.35%
$17.94 - $23.23 $1.18K - $1.53K
19.2K $416K
ERIC
Ericsson Lm Telephone CO

Technology
2.76K
+ 3.78%
$7.36 - $8.59 $20.3K - $23.7K
75.8K $611K
CBOE
Cboe Global Markets, Inc.

Financial Services
385
+ 19.15%
$191.61 - $217.84 $73.8K - $83.9K
2.4K $467K
DELL
Dell Technologies Inc.

Technology
1.47K
+ 4.3%
$111.96 - $144.21 $164K - $212K
35.6K $4.1M
KHC
Kraft Heinz CO

Consumer Defensive
5.39K
+ 21.39%
$30.1 - $36.02 $162K - $194K
30.6K $939K
WCN
Waste Connections, Inc.

Industrials
569
+ 9.74%
$171.06 - $193.25 $97.3K - $110K
6.41K $1.1M
NWL
Newell Brands Inc.

Consumer Defensive
1.78K
+ 10.87%
$7.18 - $11.63 $12.8K - $20.7K
18.1K $180K
BBY
Best Buy CO Inc

Consumer Cyclical
1.2K
+ 44.37%
$85.2 - $101.35 $102K - $121K
3.89K $333K
SE
Sea LTD

Consumer Cyclical
176
+ 5.71%
$93.56 - $117.41 $16.5K - $20.7K
3.26K $345K
BMO
Bank Of Montreal

Financial Services
337
+ 10.32%
$89.75 - $103.39 $30.2K - $34.8K
3.6K $349K
CINF
Cincinnati Financial Corp

Financial Services
231
+ 8.47%
$132.86 - $160.16 $30.7K - $37K
2.96K $424K
HES
Hess Corp

Energy
476
+ 13.58%
$127.66 - $148.65 $60.8K - $70.8K
3.98K $529K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.42K
+ 10.38%
$131.66 - $144.0 $187K - $204K
15.1K $1.99M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
163
+ 1.16%
$43.37 - $51.46 $7.07K - $8.39K
14.2K $682K
BCS
Barclays PLC

Financial Services
1.23K
+ 4.08%
$11.65 - $13.67 $14.3K - $16.8K
31.4K $417K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
190
+ 15.89%
$198.04 - $221.51 $37.6K - $42.1K
1.39K $291K
VO
Vanguard Mid Cap ETF

ETFs
183
+ 2.62%
$261.5 - $284.63 $47.9K - $52.1K
7.17K $1.89M
K
Kellogg CO

Consumer Defensive
580
+ 5.97%
$80.34 - $81.29 $46.6K - $47.1K
10.3K $833K
DDS
Dillard'S, Inc.

Consumer Cyclical
5
+ 0.5%
$357.11 - $465.97 $1.79K - $2.33K
1.01K $436K
PSO
Pearson PLC

Communication Services
941
+ 7.24%
$13.3 - $16.28 $12.5K - $15.3K
13.9K $224K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.42K
+ 4.51%
$40.15 - $42.9 $57.1K - $61K
33K $1.33M
TFC
Truist Financial Corp

Financial Services
616
+ 1.79%
$41.51 - $48.1 $25.6K - $29.6K
35.1K $1.52M
RY
Royal Bank Of Canada

Financial Services
889
+ 6.22%
$119.72 - $128.02 $106K - $114K
15.2K $1.83M
EME
Emcor Group, Inc.

Industrials
68
+ 9.76%
$427.96 - $526.95 $29.1K - $35.8K
765 $347K
WDS
Woodside Energy Group LTD

Energy
4.67K
+ 30.89%
$14.38 - $18.32 $67.1K - $85.5K
19.8K $307K
BALL
Ball Corp

Consumer Cyclical
1.61K
+ 49.17%
$54.84 - $67.94 $88.1K - $109K
4.87K $267K
GVI
Ishares Tr

ETFs
2.16K
+ 3.44%
$103.89 - $107.05 $225K - $231K
65K $6.77M
GRAB
Grab Holdings LTD

Technology
1.19K
+ 2.83%
$3.6 - $5.67 $4.3K - $6.77K
43.4K $204K
TDY
Teledyne Technologies Inc

Technology
47
+ 5.37%
$436.59 - $489.24 $20.5K - $23K
923 $428K
STX
Seagate Technology Holdings PLC

Technology
1.22K
+ 47.46%
$86.31 - $112.64 $105K - $137K
3.78K $325K
SID
National Steel CO

Basic Materials
40.5K
+ 256.14%
$1.44 - $2.47 $58.3K - $100K
56.3K $81K
IBB
Ishares Biotechnology ETF

ETFs
597
+ 22.89%
$131.21 - $148.85 $78.3K - $88.9K
3.21K $423K
FIS
Fidelity National Information Services, Inc.

Technology
804
+ 11.09%
$80.14 - $90.95 $64.4K - $73.1K
8.05K $650K
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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