Sequoia Financial Advisors, LLC New Holdings in Q2 2025

Sequoia Financial Advisors, LLC

  • $13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DKNG
Draft Kings Inc.

Consumer Cyclical
374K
New
$31.67 - $42.89 $11.8M - $16M
374K $16M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
80K
New
$23.96 - $24.27 $1.92M - $1.94M
80K $1.94M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
76.7K
New
$25.04 - $25.18 $1.92M - $1.93M
76.7K $1.93M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
79.8K
New
N/A
79.8K $1.9M
DT
Dynatrace, Inc.

Technology
28.5K
New
$41.21 - $55.9 $1.18M - $1.59M
28.5K $1.58M
SEIC
Sei Investments CO

Financial Services
13.8K
New
$66.45 - $89.86 $920K - $1.24M
13.8K $1.24M
LNT
Alliant Energy Corp

Utilities
19.4K
New
$58.79 - $64.85 $1.14M - $1.26M
19.4K $1.17M
ORI
Old Republic International Corp

Financial Services
27.9K
New
$35.25 - $39.79 $984K - $1.11M
27.9K $1.07M
HLI
Houlihan Lokey, Inc.

Financial Services
4.91K
New
$141.59 - $182.75 $694K - $896K
4.91K $882K
JKHY
Henry Jack & Associates Inc

Technology
4.86K
New
$163.54 - $186.02 $794K - $903K
4.86K $874K
DOX
Amdocs LTD

Technology
8.93K
New
$80.46 - $94.08 $719K - $840K
8.93K $814K
INGR
Ingredion Inc

Consumer Defensive
5.76K
New
$123.22 - $140.95 $710K - $812K
5.76K $781K
JHG
Janus Henderson Group PLC

Financial Services
20.1K
New
$29.47 - $38.84 $592K - $780K
20.1K $779K
FHI
Federated Hermes, Inc.

Financial Services
16.9K
New
$35.85 - $44.32 $605K - $748K
16.9K $747K
RE
Everest Re Group LTD

Financial Services
1.99K
New
N/A
1.99K $737K
APA
Apa Corp

Energy
40.1K
New
$14.03 - $21.24 $562K - $851K
40.1K $733K
OVV
Ovintiv Inc.

Energy
18.9K
New
$31.18 - $44.14 $590K - $835K
18.9K $719K
SWKS
Skyworks Solutions, Inc.

Technology
9.6K
New
$49.2 - $74.95 $472K - $719K
9.6K $715K
MTDR
Matador Resources CO

Energy
14.8K
New
$36.67 - $52.23 $544K - $775K
14.8K $708K
FLO
Flowers Foods Inc

Consumer Defensive
43.9K
New
$15.86 - $19.21 $697K - $844K
43.9K $702K
KIM
Kimco Realty Corp

Real Estate
33.4K
New
$18.7 - $21.69 $624K - $724K
33.4K $701K
CHRD
Oasis Petroleum Inc.

Energy
7.19K
New
$82.03 - $113.54 $589K - $816K
7.19K $695K
OGE
Oge Energy Corp.

Utilities
15.6K
New
$42.23 - $46.38 $658K - $723K
15.6K $691K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
55.1K
New
$11.34 - $12.35 $625K - $680K
55.1K $656K
MGA
Magna International Inc

Consumer Cyclical
16.5K
New
$30.82 - $38.61 $508K - $637K
16.5K $636K
ROL
Rollins Inc

Consumer Cyclical
11.2K
New
$50.65 - $58.58 $568K - $657K
11.2K $632K
FTS
Fortis Inc.

Utilities
13.2K
New
$44.42 - $49.76 $588K - $659K
13.2K $632K
CUZ
Cousins Properties Inc

Real Estate
20.7K
New
$25.15 - $30.53 $520K - $631K
20.7K $620K
BKH
Black Hills Corp

Utilities
11K
New
$55.66 - $61.75 $611K - $678K
11K $616K
HII
Huntington Ingalls Industries, Inc.

Industrials
2.51K
New
$183.31 - $241.46 $459K - $605K
2.51K $605K
SF
Stifel Financial Corp

Financial Services
5.84K
New
$76.49 - $103.78 $446K - $606K
5.84K $605K
NOV
Nov Inc.

Energy
48.3K
New
$11.11 - $15.41 $536K - $744K
48.3K $599K
SR
Spire Inc

Utilities
8.2K
New
$71.03 - $79.07 $583K - $648K
8.2K $598K
REXR
Rexford Industrial Realty, Inc.

Real Estate
16.5K
New
$31.57 - $39.41 $520K - $650K
16.5K $586K
FNB
Fnb Corp

Financial Services
39.6K
New
$11.48 - $14.58 $455K - $578K
39.6K $578K
ESNT
Essent Group Ltd.

Financial Services
9.48K
New
$52.78 - $61.24 $500K - $580K
9.48K $575K
PB
Prosperity Bancshares Inc

Financial Services
8.15K
New
$63.76 - $73.75 $519K - $601K
8.15K $572K
MTG
Mgic Investment Corp

Financial Services
20.4K
New
$22.43 - $28.1 $458K - $573K
20.4K $567K
HIW
Highwoods Properties, Inc.

Real Estate
17.7K
New
$25.31 - $31.85 $449K - $565K
17.7K $551K
OHI
Omega Healthcare Investors Inc

Real Estate
15K
New
$35.55 - $39.05 $535K - $588K
15K $551K
DLB
Dolby Laboratories, Inc.

Industrials
7.41K
New
$69.36 - $81.21 $514K - $601K
7.41K $549K
ACI
Albertsons Companies, Inc.

Consumer Defensive
24.5K
New
$19.94 - $22.91 $489K - $561K
24.5K $527K
PR
Permian Resources Corporation

Energy
37K
New
$10.36 - $14.93 $384K - $553K
37K $504K
LEA
Lear Corp

Consumer Cyclical
5.31K
New
$75.18 - $95.54 $399K - $507K
5.31K $504K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
2.68K
New
$153.22 - $199.8 $410K - $534K
2.68K $501K
AVAV
Aero Vironment Inc

Industrials
1.75K
New
$111.65 - $284.95 $195K - $498K
1.75K $498K
BNS
Bank Of Nova Scotia

Financial Services
9K
New
$44.56 - $55.27 $401K - $498K
9K $497K
JBHT
Hunt J B Transport Services Inc

Industrials
3.46K
New
$124.73 - $152.78 $432K - $529K
3.46K $497K
OGS
One Gas, Inc.

Utilities
6.9K
New
$71.59 - $81.38 $494K - $562K
6.9K $495K
Activity Summary
Buys All Purchases 1119 New Holdings 260 Increased Positions 859 Sells All Sells 376 Reductions 376 Sold out 0 Options Calls 20 Puts 8
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