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
NTES
Net Ease, Inc.

Communication Services
3.87K
New
$87.72 - $109.14 $339K - $422K
3.87K $398K
CORT
Corcept Therapeutics Inc

Healthcare
3.36K
New
$49.85 - $114.22 $168K - $384K
3.36K $384K
HYG
Ishares Tr

ETFs
4.66K
New
$78.51 - $80.11 $366K - $374K
4.66K $367K
NCNO
N Cino, Inc.

Technology
12.5K
New
$27.36 - $34.81 $341K - $434K
12.5K $342K
UGI
Ugi Corp

Utilities
10.2K
New
$28.0 - $34.16 $286K - $349K
10.2K $337K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
13.3K
New
$25.12 - $26.05 $334K - $347K
13.3K $335K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
6.34K
New
$50.82 - $52.7 $322K - $334K
6.34K $333K
HESM
Hess Midstream LP

Energy
7.5K
New
$37.59 - $43.88 $282K - $329K
7.5K $317K
IYT
Ishares Tr U.S. Transportation

ETFs
4.92K
New
$63.37 - $73.39 $312K - $361K
4.92K $315K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
6.43K
New
$46.86 - $50.66 $301K - $326K
6.43K $312K
CE
Celanese Corp

Basic Materials
5.15K
New
$47.02 - $74.12 $242K - $381K
5.15K $292K
IYH
Ishares Tr

ETFs
4.6K
New
$58.32 - $62.76 $268K - $288K
4.6K $279K
IYM
Ishares Tr

ETFs
2.07K
New
$128.53 - $142.03 $266K - $294K
2.07K $279K
ICSH
Blackrock Ultra Short Term Bon

ETFs
5.36K
New
$50.44 - $50.7 $270K - $272K
5.36K $271K
RXI
Ishares Tr

ETFs
1.52K
New
$176.15 - $195.4 $267K - $297K
1.52K $269K
OKTA
Okta, Inc.

Technology
2.52K
New
$78.83 - $116.72 $198K - $294K
2.52K $264K
WES
Western Midstream Partners, LP

Energy
6.4K
New
$37.87 - $42.89 $242K - $274K
6.4K $262K
BGNE
Bei Gene, Ltd.

Healthcare
1.13K
New
$175.1 - $226.71 $199K - $257K
1.13K $257K
NTNX
Nutanix, Inc.

Technology
3.67K
New
$61.28 - $77.44 $225K - $284K
3.67K $256K
DSTX
ETF Ser Sol Distillate Intl Fu

ETFs
10.2K
New
$22.98 - $26.09 $235K - $266K
10.2K $255K
WOR
Worthington Industries Inc

Industrials
5.1K
New
$38.95 - $51.6 $199K - $263K
5.1K $255K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.31K
New
$108.02 - $120.45 $250K - $279K
2.31K $254K
SNEX
Stone X Group Inc.

Financial Services
3.29K
New
$76.12 - $126.89 $250K - $417K
3.29K $250K
IYG
Ishares Tr

ETFs
3.15K
New
$74.6 - $84.81 $235K - $267K
3.15K $247K
OLN
Olin Corp

Basic Materials
10.2K
New
$23.36 - $34.41 $238K - $351K
10.2K $247K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
7.74K
New
$30.35 - $33.16 $235K - $257K
7.74K $247K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
10.1K
New
$23.61 - $24.38 $238K - $246K
10.1K $246K
GNRC
Generac Holdings Inc.

Industrials
1.94K
New
$126.65 - $164.06 $245K - $318K
1.94K $245K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.6K
New
$85.29 - $92.57 $222K - $241K
2.6K $236K
PINS
Pinterest, Inc.

Communication Services
7.57K
New
$29.79 - $40.0 $225K - $303K
7.57K $234K
OSIS
Osi Systems Inc

Technology
1.2K
New
$153.35 - $219.6 $185K - $264K
1.2K $233K
LNC
Lincoln National Corp

Financial Services
6.46K
New
$30.06 - $39.23 $194K - $253K
6.46K $231K
IYJ
Ishares Tr

ETFs
1.75K
New
$127.48 - $142.0 $223K - $248K
1.75K $227K
AR
Antero Resources Corp

Energy
5.44K
New
$33.64 - $41.42 $183K - $225K
5.44K $220K
LBRDA
Liberty Broadband Corp

Communication Services
2.58K
New
$72.73 - $88.43 $188K - $228K
2.58K $219K
PAA
Plains All American Pipeline LP

Energy
10.9K
New
$17.32 - $20.96 $189K - $228K
10.9K $217K
UNM
Unum Group

Financial Services
2.66K
New
$71.8 - $83.34 $191K - $221K
2.66K $216K
MGK
Vanguard Mega Cap Growth ETF

ETFs
702
New
$307.43 - $357.48 $216K - $251K
702 $216K
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.12K
New
$99.5 - $110.97 $211K - $235K
2.12K $213K
SNN
Smith & Nephew PLC

Healthcare
7.45K
New
$23.89 - $30.34 $178K - $226K
7.45K $211K
MRCC
Monroe Capital Corp

Financial Services
27K
New
$7.61 - $8.81 $205K - $238K
27K $210K
DFIC
Dimensional ETF Tr Dimensional

ETFs
7.52K
New
$25.54 - $28.79 $192K - $217K
7.52K $208K
NNN
National Retail Properties, Inc.

Real Estate
4.84K
New
$38.0 - $43.19 $184K - $209K
4.84K $206K
EAT
Brinker International, Inc

Consumer Cyclical
1.38K
New
$133.46 - $189.14 $184K - $261K
1.38K $205K
EQNR
Equinor Asa

Energy
7.75K
New
$22.37 - $26.45 $173K - $205K
7.75K $204K
HYDB
Ishares Tr Edge High Yield Def

ETFs
4.31K
New
$46.82 - $47.8 $202K - $206K
4.31K $203K
XBAP
Innovator ETF Tr Us Equity Acc
5.83K
New
$33.63 - $34.94 $196K - $204K
5.83K $203K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
8.48K
New
$22.98 - $24.13 $195K - $205K
8.48K $202K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.95K
New
$50.48 - $51.04 $199K - $201K
3.95K $200K
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
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email