Sequoia Financial Advisors, LLC New Holdings in Q3 2024

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TPL
Texas Pacific Land Corp

Energy
16.9K
New
$724.86 - $952.13 $12.2M - $16.1M
16.9K $14.9M
LUMN
Lumen Technologies, Inc.

Communication Services
1.42M
New
$1.03 - $7.28 $1.46M - $10.3M
1.42M $10.1M
MPLX
Mplx LP

Energy
194K
New
$40.44 - $45.07 $7.86M - $8.76M
194K $8.64M
CMPR
Cimpress PLC

Communication Services
92.6K
New
$80.04 - $101.04 $7.41M - $9.35M
92.6K $7.58M
AVDE
American Centy ETF Tr Avantis

ETFs
93.2K
New
$60.09 - $67.67 $5.6M - $6.3M
93.2K $6.24M
BEP
Brookfield Renewable Partners L.P.

Utilities
220K
New
$23.3 - $28.3 $5.12M - $6.22M
220K $6.18M
BXSL
Blackstone Secured Lending Fund

Financial Services
105K
New
$28.75 - $31.59 $3.01M - $3.3M
105K $3.06M
RYN
Rayonier Inc

Real Estate
78.5K
New
$27.69 - $32.25 $2.17M - $2.53M
78.5K $2.53M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
40.3K
New
$51.29 - $56.57 $2.07M - $2.28M
40.3K $2.28M
BEPC
Brookfield Renewable Corp

Utilities
67.6K
New
$26.92 - $32.89 $1.82M - $2.22M
67.6K $2.21M
CUBE
Cube Smart

Real Estate
27K
New
$43.74 - $54.55 $1.18M - $1.47M
27K $1.45M
EGP
Eastgroup Properties Inc

Real Estate
6.55K
New
$169.51 - $191.71 $1.11M - $1.26M
6.55K $1.22M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3.44K
New
$305.34 - $350.41 $1.05M - $1.2M
3.44K $1.19M
ESI
Element Solutions Inc

Basic Materials
42.7K
New
$24.24 - $28.58 $1.04M - $1.22M
42.7K $1.16M
CSWI
Csw Industrials, Inc.

Industrials
3.08K
New
$263.55 - $370.84 $812K - $1.14M
3.08K $1.13M
DFSV
Dimensional ETF Tr Dimensional

ETFs
35.1K
New
$28.25 - $31.7 $992K - $1.11M
35.1K $1.08M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
102K
New
$8.1 - $10.79 $830K - $1.11M
102K $1.08M
HDB
Hdfc Bank LTD

Financial Services
16.8K
New
$58.04 - $66.97 $974K - $1.12M
16.8K $1.05M
LBRDK
Liberty Broadband Corp

Communication Services
11.1K
New
$52.66 - $78.14 $586K - $870K
11.1K $860K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
8.71K
New
$70.42 - $80.82 $613K - $704K
8.71K $680K
AB
Alliancebernstein Holding L.P.

Financial Services
19.2K
New
$31.87 - $35.39 $613K - $680K
19.2K $671K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
10.4K
New
$54.2 - $65.22 $565K - $679K
10.4K $663K
EXAS
Exact Sciences Corp

Healthcare
8.36K
New
$42.43 - $70.83 $355K - $592K
8.36K $569K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
44K
New
$11.81 - $12.92 $520K - $568K
44K $568K
BLDR
Builders First Source, Inc.

Industrials
2.78K
New
$132.6 - $201.83 $369K - $561K
2.78K $539K
H
Hyatt Hotels Corp

Consumer Cyclical
3.38K
New
$130.36 - $162.22 $440K - $547K
3.38K $513K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.98K
New
$91.42 - $91.82 $455K - $457K
4.98K $457K
ICUI
Icu Medical Inc

Healthcare
2.42K
New
$114.88 - $182.17 $278K - $442K
2.42K $441K
CTO
Cto Realty Growth, Inc.

Real Estate
21.2K
New
$17.36 - $20.15 $368K - $428K
21.2K $403K
TSN
Tyson Foods, Inc.

Consumer Defensive
6.76K
New
$55.91 - $65.87 $378K - $445K
6.76K $402K
FTCS
First Trust Capital Strength E

ETFs
4.42K
New
$83.58 - $90.94 $369K - $402K
4.42K $400K
DDS
Dillard'S, Inc.

Consumer Cyclical
1.01K
New
$332.23 - $468.58 $335K - $472K
1.01K $387K
ALB
Albemarle Corp

Basic Materials
3.96K
New
$72.85 - $100.09 $288K - $396K
3.96K $374K
TNL
Travel & Leisure Co.

Consumer Cyclical
7.99K
New
$40.55 - $49.87 $324K - $398K
7.99K $368K
JOE
St Joe CO

Real Estate
6.23K
New
$52.59 - $63.7 $328K - $397K
6.23K $363K
TRU
Trans Union

Industrials
3.33K
New
$72.72 - $106.05 $242K - $353K
3.33K $348K
PPL
Ppl Corp

Utilities
10.4K
New
$27.36 - $33.08 $285K - $345K
10.4K $344K
CLF
Cleveland Cliffs Inc.

Basic Materials
25.6K
New
$10.91 - $16.21 $280K - $415K
25.6K $327K
OLN
Olin Corp

Basic Materials
6.62K
New
$40.38 - $50.21 $267K - $333K
6.62K $317K
ARW
Arrow Electronics Inc

Technology
2.38K
New
$117.29 - $135.1 $280K - $322K
2.38K $316K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
6.02K
New
$46.96 - $52.62 $283K - $317K
6.02K $314K
UDR
Udr, Inc.

Real Estate
6.9K
New
$39.96 - $47.13 $276K - $325K
6.9K $312K
MDB
Mongo Db, Inc.

Technology
1.12K
New
$221.5 - $296.69 $247K - $331K
1.12K $301K
RHI
Robert Half International Inc.

Industrials
4.42K
New
$59.34 - $68.28 $262K - $302K
4.42K $297K
GDDY
Go Daddy Inc.

Technology
1.87K
New
$141.41 - $167.41 $264K - $313K
1.87K $292K
MTZ
Mastec Inc

Industrials
2.36K
New
$97.3 - $126.14 $229K - $297K
2.36K $289K
APP
App Lovin Corp

Technology
2.16K
New
$67.14 - $130.65 $145K - $282K
2.16K $281K
MPAA
Motorcar Parts America Inc

Consumer Cyclical
38.1K
New
$5.45 - $7.39 $207K - $281K
38.1K $281K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
2.47K
New
$101.06 - $115.49 $250K - $285K
2.47K $280K
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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