Sequoia Financial Advisors, LLC Reduced Holdings in Q2 2025

Sequoia Financial Advisors, LLC

  • $13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
-85.6K
- 85.4%
$390.26 - $489.06 $33.4M - $41.8M
14.6K $5.93M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.12M
- 44.35%
$19.6 - $24.44 $22M - $27.5M
1.41M $34.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-290K
- 54.76%
$72.02 - $73.82 $20.9M - $21.4M
240K $17.6M
PEP
Pepsico Inc

Consumer Defensive
-120K
- 53.14%
$128.02 - $151.37 $15.3M - $18.1M
106K $13.9M
BNDX
Vanguard Total International B

ETFs
-357K
- 60.83%
$48.77 - $49.55 $17.4M - $17.7M
230K $11.4M
SHW
Sherwin Williams CO

Basic Materials
-45.2K
- 29.65%
$313.51 - $363.51 $14.2M - $16.4M
107K $36.9M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-611K
- 50.66%
$23.18 - $30.7 $14.2M - $18.8M
595K $16.9M
XLY
Select Sector Spdr Consumer Di

ETFs
-66.2K
- 85.47%
$176.34 - $218.59 $11.7M - $14.5M
11.3K $2.45M
JCI
Johnson Controls International PLC

Industrials
-159K
- 86.92%
$71.14 - $105.62 $11.3M - $16.7M
23.9K $2.52M
UNH
Unitedhealth Group Inc

Healthcare
-573
- 1.1%
$274.35 - $599.47 $157K - $343K
51.7K $16.1M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-83.7K
- 55.02%
$104.23 - $134.39 $8.73M - $11.3M
68.5K $9.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
-52.1K
- 44.53%
$141.87 - $164.49 $7.39M - $8.57M
64.9K $10.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-181K
- 45.43%
$39.89 - $49.46 $7.21M - $8.94M
217K $10.7M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-57.7K
- 64.46%
$97.51 - $118.42 $5.62M - $6.83M
31.8K $3.76M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-69.1K
- 28.17%
$85.42 - $94.39 $5.9M - $6.52M
176K $16.5M
XLC
Select Sector Spdr Tr Communic

ETFs
-77.5K
- 44.18%
$86.13 - $108.53 $6.67M - $8.41M
97.9K $10.6M
VTV
Vanguard Value ETF

ETFs
-51.3K
- 7.02%
$153.67 - $176.74 $7.88M - $9.06M
679K $120M
PFF
Ishares Trust Ishares Pfd And

ETFs
-178K
- 53.16%
$29.0 - $30.68 $5.18M - $5.47M
157K $4.82M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-57.3K
- 66.54%
$91.23 - $97.27 $5.22M - $5.57M
28.8K $2.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-39.4K
- 23.44%
$152.42 - $182.82 $6M - $7.2M
129K $23.5M
EFV
Msci Eafe Value ETF

ETFs
-99.1K
- 31.07%
$52.4 - $64.65 $5.19M - $6.4M
220K $13.9M
XLU
Utilities Sector Spdr

ETFs
-62.7K
- 49.2%
$73.09 - $82.77 $4.59M - $5.19M
64.8K $5.29M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-44K
- 38.77%
$108.12 - $135.04 $4.76M - $5.95M
69.5K $9.39M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-56.8K
- 33.09%
$68.13 - $74.77 $3.87M - $4.25M
115K $8.37M
FNDF
Schwab Fundamental Intl Large

ETFs
-171K
- 25.44%
$32.25 - $40.02 $5.53M - $6.86M
502K $20.1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-84.7K
- 43.57%
$49.57 - $50.27 $4.2M - $4.26M
110K $5.51M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-40.6K
- 5.94%
$100.35 - $100.71 $4.07M - $4.08M
642K $64.6M
SPYG
Spdr Portfolio

ETFs
-57.5K
- 54.86%
$71.83 - $95.32 $4.13M - $5.48M
47.3K $4.51M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-190K
- 66.57%
$20.12 - $21.0 $3.82M - $3.99M
95.3K $1.99M
WD
Walker & Dunlop, Inc.

Financial Services
-124
- 0.05%
$66.0 - $85.06 $8.18K - $10.5K
262K $18.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-128K
- 64.2%
$24.38 - $30.18 $3.13M - $3.88M
71.6K $2.16M
EMB
Ishares Tr

ETFs
-37K
- 65.19%
$86.54 - $92.62 $3.2M - $3.43M
19.8K $1.83M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-151K
- 28.57%
$26.38 - $32.66 $3.97M - $4.92M
376K $12.3M
VEA
Vanguard Ftse Developed Market

ETFs
-174K
- 16.01%
$45.65 - $57.01 $7.95M - $9.93M
914K $52.1M
SJNK
Spdr Bloomberg Short Term High

ETFs
-127K
- 66.75%
$24.12 - $25.48 $3.06M - $3.24M
63.3K $1.61M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-68.5K
- 44.05%
$45.2 - $46.6 $3.1M - $3.19M
87.1K $4.03M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-113K
- 32.0%
$36.01 - $45.69 $4.05M - $5.14M
239K $10.9M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-145K
- 34.28%
$20.42 - $25.3 $2.96M - $3.67M
278K $7.04M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-61.4K
- 66.46%
$41.42 - $46.68 $2.54M - $2.87M
31K $1.41M
TGT
Target Corp

Consumer Defensive
-24.8K
- 50.74%
$88.76 - $105.77 $2.2M - $2.62M
24K $2.37M
XLF
Financial Sector Spdr

ETFs
-68.8K
- 19.07%
$43.92 - $52.37 $3.02M - $3.6M
292K $15.3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-33.1K
- 23.69%
$180.84 - $240.32 $5.99M - $7.97M
107K $25.7M
NOW
Service Now, Inc.

Technology
-5.13K
- 44.02%
$721.65 - $1040.18 $3.7M - $5.34M
6.53K $6.71M
GILD
Gilead Sciences, Inc.

Healthcare
-21.9K
- 33.69%
$96.91 - $113.0 $2.12M - $2.47M
43.1K $4.78M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-51.6K
- 70.31%
$47.02 - $47.83 $2.43M - $2.47M
21.8K $1.04M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-42.9K
- 37.0%
$50.36 - $50.68 $2.16M - $2.17M
73K $3.7M
VNQ
Vanguard Specialized Funds Van

ETFs
-16.8K
- 4.12%
$79.79 - $91.42 $1.34M - $1.54M
393K $35M
KEX
Kirby Corp

Industrials
-19.8K
- 88.37%
$87.32 - $114.99 $1.73M - $2.27M
2.6K $294K
UPS
United Parcel Service Inc

Industrials
-10.1K
- 10.2%
$91.92 - $110.2 $924K - $1.11M
88.5K $8.93M
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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