Sequoia Financial Advisors, LLC Reduced Holdings in Q3 2024

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FMB
First Tr Exchange Traded Fd Ii

ETFs
-670K
- 65.4%
$51.0 - $52.05 $34.2M - $34.9M
355K $18.4M
GOOGL
Alphabet Inc.

Communication Services
-135K
- 19.92%
$148.65 - $191.18 $20.1M - $25.8M
543K $90M
BWA
Borgwarner Inc

Consumer Cyclical
-461K
- 97.84%
$31.19 - $36.75 $14.4M - $16.9M
10.2K $370K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-319K
- 55.93%
$44.65 - $47.21 $14.2M - $15M
251K $11.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-128K
- 78.64%
$81.31 - $83.29 $10.4M - $10.7M
34.8K $2.89M
PANW
Palo Alto Networks Inc

Technology
-25.8K
- 15.64%
$294.18 - $368.01 $7.6M - $9.5M
139K $47.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.31K
- 0.12%
$161.02 - $200.0 $211K - $262K
1.1M $205M
GLW
Corning Inc

Technology
-132K
- 85.64%
$37.76 - $46.2 $5M - $6.12M
22.2K $1M
UL
Unilever PLC

Consumer Defensive
-95.5K
- 78.88%
$54.7 - $65.59 $5.22M - $6.26M
25.6K $1.66M
EMN
Eastman Chemical CO

Basic Materials
-50.5K
- 94.92%
$93.82 - $113.74 $4.74M - $5.75M
2.71K $302K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-44.1K
- 19.61%
$96.25 - $101.98 $4.24M - $4.49M
181K $18.3M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-23.4K
- 57.44%
$100.75 - $111.62 $2.35M - $2.61M
17.3K $1.89M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-20K
- 5.1%
$85.84 - $85.84 $1.71M - $1.71M
372K $31.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-7.66K
- 8.08%
$520.18 - $576.82 $3.98M - $4.42M
87.1K $50.2M
UPS
United Parcel Service Inc

Industrials
-10.9K
- 9.74%
$123.32 - $147.38 $1.34M - $1.6M
101K $13.7M
LHX
L3 Harris Technologies, Inc.

Industrials
-6.9K
- 39.05%
$221.96 - $243.27 $1.53M - $1.68M
10.8K $2.56M
LRCX
Lam Research Corp

Technology
-137
- 2.78%
$731.56 - $1127.3 $100K - $154K
4.8K $3.91M
SHV
Ishares Tr

ETFs
-12.1K
- 24.55%
$110.05 - $110.63 $1.33M - $1.33M
37.1K $4.1M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-34.7K
- 5.86%
$47.7 - $48.54 $1.65M - $1.68M
558K $27.1M
VZ
Verizon Communications Inc

Communication Services
-82.4K
- 11.88%
$38.89 - $45.0 $3.2M - $3.71M
611K $27.4M
KBH
Kb Home

Consumer Cyclical
-16.8K
- 69.6%
$65.35 - $89.63 $1.09M - $1.5M
7.32K $627K
CRL
Charles River Laboratories International, Inc.

Healthcare
-4.69K
- 32.96%
$187.96 - $245.29 $881K - $1.15M
9.53K $1.88M
INTC
Intel Corp

Technology
-15.8K
- 18.02%
$18.9 - $34.87 $298K - $550K
71.7K $1.68M
AMAT
Applied Materials Inc

Technology
-46
- 0.16%
$174.88 - $254.97 $8.04K - $11.7K
29.6K $5.98M
DOW
Dow Inc.

Basic Materials
-18.7K
- 47.23%
$50.15 - $55.41 $938K - $1.04M
20.9K $1.14M
UFPT
Ufp Technologies Inc

Healthcare
-3.55K
- 77.2%
$283.66 - $358.42 $1.01M - $1.27M
1.05K $332K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-19.6K
- 12.32%
$75.88 - $83.21 $1.49M - $1.63M
140K $11.6M
NVO
Novo Nordisk A S

Healthcare
-310
- 0.97%
$119.07 - $145.42 $36.9K - $45.1K
31.5K $3.75M
GTLS
Chart Industries Inc

Industrials
-3.91K
- 29.17%
$106.83 - $168.99 $418K - $661K
9.5K $1.18M
ASML
Asml Holding Nv

Technology
-148
- 4.82%
$749.82 - $1098.95 $111K - $163K
2.92K $2.43M
SPYG
Spdr Portfolio

ETFs
-11.9K
- 10.77%
$73.38 - $84.1 $874K - $1M
98.6K $8.18M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-13.7K
- 10.12%
$50.61 - $50.96 $696K - $700K
122K $6.22M
SMCI
Super Micro Computer, Inc.

Technology
-181
- 12.82%
$386.46 - $909.96 $69.9K - $165K
1.23K $512K
F
Ford Motor CO

Consumer Cyclical
-5.46K
- 2.04%
$9.71 - $14.55 $53K - $79.4K
262K $2.76M
CDW
Cdw Corp

Technology
-2.78K
- 12.68%
$206.67 - $239.84 $575K - $668K
19.2K $4.34M
MRNA
Moderna, Inc.

Healthcare
-1.32K
- 15.09%
$63.64 - $125.14 $83.8K - $165K
7.41K $494K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-9.74K
- 60.93%
$54.98 - $59.51 $535K - $579K
6.24K $371K
SUB
Ishares Short Term National Mu

ETFs
-6.36K
- 6.15%
$104.3 - $106.3 $663K - $676K
97.1K $10.3M
SCHO
Schwab Short Term Us Treasury

ETFs
-10.8K
- 34.78%
$47.93 - $49.06 $519K - $531K
20.3K $994K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-22.3K
- 28.69%
$26.43 - $29.86 $590K - $666K
55.5K $1.64M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-4.88K
- 38.29%
$94.39 - $96.15 $461K - $469K
7.86K $754K
DXCM
Dexcom Inc

Healthcare
-1.11K
- 15.04%
$64.0 - $116.06 $71K - $129K
6.27K $420K
IDEV
Ishares Core Msci Intl Develop

ETFs
-7.48K
- 31.71%
$63.46 - $71.43 $475K - $535K
16.1K $1.14M
EW
Edwards Lifesciences Corp

Healthcare
-1.95K
- 22.02%
$59.7 - $93.78 $116K - $183K
6.9K $455K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.57K
- 13.53%
$100.09 - $100.69 $357K - $359K
22.8K $2.3M
DG
Dollar General Corp

Consumer Defensive
-1.61K
- 37.83%
$80.41 - $132.42 $130K - $214K
2.65K $224K
CRSP
Crispr Therapeutics Ag

Healthcare
-5.28K
- 52.42%
$44.62 - $62.75 $236K - $331K
4.8K $225K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-16.6K
- 20.27%
$22.38 - $23.66 $371K - $392K
65.2K $1.53M
OXY
Occidental Petroleum Corp

Energy
-591
- 2.38%
$49.91 - $63.73 $29.5K - $37.7K
24.3K $1.25M
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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