Sequoia Financial Advisors, LLC New Holdings in Q1 2025

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DSTL
ETF Ser Solution Distillate Us

ETFs
5.26M
New
$53.28 - $57.28 $280M - $301M
5.26M $285M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.7M
New
$53.6 - $58.97 $91.1M - $100M
1.7M $93.1M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
563K
New
$90.12 - $109.07 $50.7M - $61.4M
563K $54.4M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
1.49M
New
$29.06 - $32.62 $43.3M - $48.6M
1.49M $46.8M
AVDV
American Centy ETF Tr Avantis

ETFs
581K
New
$63.74 - $71.96 $37M - $41.8M
581K $40.5M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
1.21M
New
$25.0 - $39.76 $30.1M - $47.9M
1.21M $30.1M
WD
Walker & Dunlop, Inc.

Financial Services
262K
New
$82.09 - $96.76 $21.5M - $25.3M
262K $22.4M
MTN
Vail Resorts Inc

Consumer Cyclical
127K
New
$153.58 - $184.72 $19.5M - $23.5M
127K $20.3M
CHDN
Churchill Downs Inc

Consumer Cyclical
78.1K
New
$106.5 - $132.91 $8.32M - $10.4M
78.1K $8.68M
RDNT
Rad Net, Inc.

Healthcare
113K
New
$45.92 - $72.75 $5.17M - $8.19M
113K $5.59M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
74.8K
New
$53.69 - $62.68 $4.01M - $4.69M
74.8K $4.5M
CACC
Credit Acceptance Corp

Financial Services
8.38K
New
$440.44 - $525.64 $3.69M - $4.41M
8.38K $4.33M
AVEM
American Centy ETF Tr Avantis

ETFs
54.1K
New
$57.11 - $62.4 $3.09M - $3.37M
54.1K $3.25M
ZWS
Zurn Water Solutions Corp

Industrials
80.1K
New
$32.38 - $39.44 $2.59M - $3.16M
80.1K $2.64M
URTH
Ishares Msci World ETF

ETFs
17.2K
New
$151.24 - $164.09 $2.6M - $2.82M
17.2K $2.64M
GGG
Graco Inc

Industrials
28K
New
$80.53 - $87.54 $2.25M - $2.45M
28K $2.34M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
46.6K
New
$46.18 - $47.84 $2.15M - $2.23M
46.6K $2.21M
WSBC
Wesbanco Inc

Financial Services
56.7K
New
$30.36 - $37.08 $1.72M - $2.1M
56.7K $1.76M
SCHQ
Schwab Strategic Tr Long Term

ETFs
51.9K
New
$30.72 - $33.22 $1.59M - $1.72M
51.9K $1.7M
IGRO
Ishares Tr International Divid

ETFs
22.9K
New
$66.91 - $73.87 $1.53M - $1.69M
22.9K $1.66M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
30.4K
New
$49.92 - $50.3 $1.52M - $1.53M
30.4K $1.53M
HRB
H&R Block Inc

Consumer Cyclical
24.6K
New
$49.96 - $55.97 $1.23M - $1.37M
24.6K $1.35M
RING
Ishares Inc Msci Global Gold M

ETFs
34.8K
New
$28.64 - $38.36 $996K - $1.33M
34.8K $1.33M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
23.2K
New
$47.66 - $57.45 $1.1M - $1.33M
23.2K $1.26M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
10.8K
New
$107.24 - $116.37 $1.15M - $1.25M
10.8K $1.25M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
11.1K
New
$96.88 - $111.25 $1.08M - $1.23M
11.1K $1.11M
KNTK
Kinetik Holdings Inc.

Energy
18.7K
New
$49.51 - $66.5 $924K - $1.24M
18.7K $969K
PJAN
Innovator U.S. Equity Power Bu

ETFs
22.4K
New
$41.09 - $43.24 $922K - $970K
22.4K $930K
EWJ
Ishares Msci Japan ETF

ETFs
13.2K
New
$65.24 - $71.7 $864K - $950K
13.2K $908K
AWI
Armstrong World Industries Inc

Industrials
6.33K
New
$136.0 - $154.19 $861K - $976K
6.33K $892K
GNMA
Ishares Gnma Bond ETF

ETFs
19.8K
New
$42.17 - $44.04 $833K - $870K
19.8K $867K
UBSI
United Bankshares Inc

Financial Services
24.5K
New
$34.03 - $39.27 $834K - $963K
24.5K $850K
FUL
Fuller H B CO

Basic Materials
15.1K
New
$52.88 - $64.28 $796K - $968K
15.1K $845K
SON
Sonoco Products CO

Consumer Cyclical
17.4K
New
$44.71 - $49.22 $776K - $854K
17.4K $819K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
21.9K
New
$36.63 - $37.45 $803K - $821K
21.9K $807K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
8.52K
New
$79.96 - $87.71 $681K - $747K
8.52K $700K
OTTR
Otter Tail Corp

Utilities
8.24K
New
$72.43 - $83.38 $597K - $687K
8.24K $662K
FXH
First Tr Exchange Trd Fd Healt

ETFs
6.3K
New
$102.5 - $112.02 $646K - $706K
6.3K $653K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
9.47K
New
$61.2 - $68.24 $580K - $646K
9.47K $625K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
7.83K
New
$76.77 - $82.22 $601K - $644K
7.83K $621K
MFA
Mfa Financial, Inc.

Real Estate
57.4K
New
$9.53 - $11.0 $547K - $631K
57.4K $588K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
11K
New
$46.83 - $56.05 $517K - $619K
11K $587K
USFR
Wisdomtree Floating Rate Treas

ETFs
10.5K
New
$50.29 - $50.5 $528K - $530K
10.5K $528K
TBBK
Bancorp, Inc.

Financial Services
9.81K
New
$49.74 - $62.75 $488K - $616K
9.81K $518K
FXD
First Tr Exchange Traded Fd

ETFs
8.07K
New
$56.39 - $68.12 $455K - $550K
8.07K $467K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
5.57K
New
$77.33 - $90.16 $430K - $502K
5.57K $436K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
21.6K
New
$19.7 - $20.61 $425K - $444K
21.6K $434K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.37K
New
$96.93 - $109.51 $423K - $478K
4.37K $427K
AIV
Apartment Investment & Management CO

Real Estate
47.1K
New
$8.54 - $9.12 $402K - $429K
47.1K $414K
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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