Sequoia Financial Advisors, LLC New Holdings in Q4 2024

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RPV
Invesco Exchange Traded Fd Tr

ETFs
2.23K
New
$87.41 - $97.21 $195K - $217K
2.23K $201K
HLI
Houlihan Lokey, Inc.

Financial Services
1.16K
New
$158.81 - $190.49 $184K - $221K
1.16K $201K
PCOR
Procore Technologies, Inc.

Technology
2.69K
New
$58.8 - $85.72 $158K - $230K
2.69K $201K
CHRD
Oasis Petroleum Inc.

Energy
1.72K
New
$110.83 - $137.78 $190K - $237K
1.72K $200K
EVRG
Evergy, Inc.

Utilities
3.26K
New
$59.06 - $65.0 $193K - $212K
3.26K $200K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.43K
New
$45.07 - $47.1 $200K - $209K
4.43K $200K
SIL
Global X Silver Miners ETF

ETFs
6.31K
New
$31.61 - $41.98 $199K - $265K
6.31K $200K
ESS
Essex Property Trust, Inc.

Real Estate
732
New
N/A
732 $199K
JBGS
Jbg Smith Properties

Real Estate
12.6K
New
$14.91 - $18.71 $188K - $236K
12.6K $193K
CHK
Chesapeake Energy Corp

Energy
2.18K
New
$81.46 - $87.57 $178K - $191K
2.18K $186K
LINK
Interlink Electronics Inc

Technology
28.5K
New
$3.25 - $7.46 $92.5K - $212K
28.5K $183K
GFI
Gold Fields LTD

Basic Materials
10.7K
New
$13.16 - $18.91 $140K - $201K
10.7K $140K
AMCR
Amcor PLC

Consumer Cyclical
13.3K
New
$9.34 - $11.37 $124K - $151K
13.3K $125K
CSAN
Cosan S.A.

Energy
23K
New
$5.37 - $9.88 $123K - $227K
23K $124K
HFRO
Highland Income Fund\Ma

Financial Services
24K
New
$5.16 - $6.21 $124K - $149K
24K $124K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
12.3K
New
$4.34 - $10.57 $53.5K - $130K
12.3K $107K
SSRM
Ssr Mining Inc.

Basic Materials
13.8K
New
$5.28 - $8.12 $72.7K - $112K
13.8K $95K
LXP
Lxp Industrial Trust

Real Estate
11.3K
New
$8.12 - $9.89 $91.8K - $112K
11.3K $91K
CRSR
Corsair Gaming, Inc.

Technology
11.3K
New
$6.27 - $8.05 $70.7K - $90.8K
11.3K $74K
RC
Ready Capital Corp

Real Estate
10.7K
New
$6.71 - $7.57 $71.7K - $80.9K
10.7K $72K
IAUX
I 80 Gold Corp.
93.8K
New
$0.35 - $1.19 $32.8K - $112K
93.8K $46K
TNGX
Tango Therapeutics, Inc.

Healthcare
14.6K
New
$2.79 - $7.46 $40.8K - $109K
14.6K $45K
RIG
Transocean Ltd.

Energy
11.8K
New
$3.47 - $4.67 $40.9K - $55K
11.8K $44K
CMPX
Compass Therapeutics, Inc.

Healthcare
30.9K
New
$1.35 - $1.98 $41.7K - $61.1K
30.9K $44K
NAT
Nordic American Tankers LTD

Industrials
10.2K
New
N/A
10.2K $40K
GSAT
Globalstar, Inc.

Communication Services
17.1K
New
$1.03 - $2.29 $17.6K - $39.1K
17.1K $35K
NKTX
Nkarta, Inc.

Healthcare
12.4K
New
$2.17 - $4.34 $27K - $53.9K
12.4K $30K
SAVA
Cassava Sciences Inc

Healthcare
10.9K
New
$2.29 - $32.18 $24.9K - $350K
10.9K $25K
VGZ
Vista Gold Corp

Basic Materials
31K
New
$0.51 - $0.81 $15.8K - $25.1K
31K $17K
ASRT
Assertio Holdings, Inc.

Healthcare
10.1K
New
$0.81 - $1.16 $8.15K - $11.7K
10.1K $8K
Teekay Corporation LTD
56.4K
New
N/A
56.4K $0
Fidelity Wise Origin Bitcoin
6.3K
New
N/A
6.3K $0
Fb Bancorp Inc
70K
New
N/A
70K $0
TSLS
Direxion Shs ETF Tr Daily Tsla
10K
New
N/A
10K $0
Lam Research Corp
69.1K
New
N/A
69.1K $0
Knife River Corp
1.99K
New
N/A
1.99K $0
Jacobs Solutions Inc
1.58K
New
N/A
1.58K $0
Aptiv PLC
3.75K
New
N/A
3.75K $0
DRS
Leonardo Drs, Inc.
6.79K
New
N/A
6.79K $0
Arista Networks Inc
27.2K
New
N/A
27.2K $0
Super Micro Computer Inc
13.4K
New
N/A
13.4K $0
Sunrise Communications Ag
87.2K
New
N/A
87.2K $0
Princeton Bancorp Inc
19.7K
New
N/A
19.7K $0
Blackrock Inc
20.1K
New
N/A
20.1K $0
Siriusxm Holdings Inc
16.3K
New
N/A
16.3K $0
Simplify Exchange Traded Fun
11.1K
New
N/A
11.1K $0
Root Inc
4.8K
New
N/A
4.8K $0
Te Connectivity PLC
7.33K
New
N/A
7.33K $0
Xti Aerospace Inc
12.5K
New
N/A
12.5K $0
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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