Sequoia Financial Advisors, LLC Reduced Holdings in Q1 2025

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VONG
Vanguard Russell 1000 Growth E

ETFs
-24.5K
- 0.75%
$92.71 - $107.38 $2.27M - $2.63M
3.25M $301M
ZTS
Zoetis Inc.

Healthcare
-171K
- 81.51%
$156.48 - $175.67 $26.7M - $30M
38.8K $6.38M
IEMG
Ishares Inc

ETFs
-480K
- 78.93%
N/A
128K $6.87M
FNDF
Schwab Fundamental Intl Large

ETFs
-776K
- 53.53%
$32.9 - $37.45 $25.5M - $29.1M
674K $24.4M
ACWI
Ishares Msci Acwi ETF

ETFs
-174K
- 13.43%
$115.16 - $124.13 $20.1M - $21.7M
1.12M $131M
CRM
Salesforce, Inc.

Technology
-9.85K
- 3.78%
$268.36 - $359.95 $2.64M - $3.54M
250K $67.2M
BNDX
Vanguard Total International B

ETFs
-348K
- 37.2%
$48.33 - $49.5 $16.8M - $17.2M
587K $28.7M
TPL
Texas Pacific Land Corp

Energy
-14.9K
- 98.53%
$1180.08 - $1431.01 $17.6M - $21.3M
222 $294K
SLB
Schlumberger Limited

Energy
-416K
- 83.69%
$38.4 - $43.74 $16M - $18.2M
81K $3.39M
IQV
Iqvia Holdings Inc.

Healthcare
-79.1K
- 92.69%
$176.3 - $209.96 $13.9M - $16.6M
6.23K $1.1M
VZ
Verizon Communications Inc

Communication Services
-356K
- 57.82%
$37.81 - $46.49 $13.5M - $16.6M
260K $11.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-179K
- 25.29%
$71.17 - $73.66 $12.8M - $13.2M
530K $38.9M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-293K
- 95.2%
$39.18 - $43.52 $11.5M - $12.8M
14.8K $618K
MRK
Merck & Co., Inc.

Healthcare
-81K
- 22.41%
$83.01 - $101.02 $6.72M - $8.18M
280K $25.2M
DHI
Horton D R Inc

Consumer Cyclical
-75.8K
- 86.54%
$125.29 - $147.65 $9.5M - $11.2M
11.8K $1.5M
XLI
Industrial Sector Spdr

ETFs
-77.3K
- 48.94%
$128.78 - $141.67 $9.95M - $11M
80.7K $10.6M
VBR
Vanguard Small Cap Value ETF

ETFs
-40.8K
- 22.54%
$183.02 - $207.75 $7.48M - $8.49M
140K $26.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-84K
- 35.56%
$110.75 - $119.78 $9.3M - $10.1M
152K $17.6M
XLC
Select Sector Spdr Tr Communic

ETFs
-96.2K
- 35.42%
$94.84 - $105.31 $9.12M - $10.1M
175K $16.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
-55.1K
- 32.02%
$156.61 - $168.02 $8.63M - $9.26M
117K $18.8M
VUG
Vanguard Growth ETF

ETFs
-5.54K
- 3.15%
$369.1 - $427.61 $2.04M - $2.37M
170K $63.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-26.4K
- 15.86%
$196.12 - $229.48 $5.17M - $6.05M
140K $28.3M
ORCL
Oracle Corp

Technology
-1.75K
- 0.83%
$139.81 - $186.47 $245K - $327K
210K $29.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-17.3K
- 1.17%
$59.61 - $66.71 $1.03M - $1.15M
1.46M $88.1M
LUMN
Lumen Technologies, Inc.

Communication Services
-711K
- 34.17%
$3.92 - $5.92 $2.79M - $4.21M
1.37M $5.37M
NI
Nisource Inc.

Utilities
-135K
- 82.71%
$35.57 - $41.23 $4.8M - $5.56M
28.2K $1.13M
EFV
Msci Eafe Value ETF

ETFs
-126K
- 28.37%
$51.88 - $60.73 $6.55M - $7.67M
319K $18.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-387
- 0.25%
$551.42 - $612.93 $213K - $237K
153K $85.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-101K
- 20.33%
$42.5 - $46.71 $4.31M - $4.74M
398K $18M
VTV
Vanguard Value ETF

ETFs
-38.3K
- 4.98%
$167.73 - $179.21 $6.42M - $6.86M
731K $126M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-40.1K
- 31.8%
$94.86 - $97.12 $3.81M - $3.9M
86.1K $8.2M
XLU
Utilities Sector Spdr

ETFs
-54.2K
- 29.81%
$74.7 - $80.27 $4.05M - $4.35M
128K $10.1M
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
-3.55K
- 0.53%
$25.24 - $34.09 $89.6K - $121K
670K $17.7M
NEE
Nextera Energy Inc

Utilities
-49K
- 34.36%
$66.96 - $76.16 $3.28M - $3.73M
93.6K $6.64M
PFF
Ishares Trust Ishares Pfd And

ETFs
-105K
- 23.87%
$30.73 - $32.26 $3.23M - $3.4M
336K $10.3M
OMC
Omnicom Group Inc.

Communication Services
-40.4K
- 86.87%
$79.43 - $88.34 $3.21M - $3.57M
6.1K $505K
APD
Air Products & Chemicals, Inc.

Basic Materials
-12.1K
- 66.5%
$283.24 - $338.07 $3.43M - $4.09M
6.09K $1.8M
CMPR
Cimpress PLC

Communication Services
-17.6K
- 17.63%
$41.88 - $74.85 $739K - $1.32M
82.4K $3.73M
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
-156K
- 10.98%
$14.37 - $15.93 $2.24M - $2.48M
1.26M $18.4M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-59K
- 18.85%
$50.17 - $51.45 $2.96M - $3.03M
254K $12.8M
PANW
Palo Alto Networks Inc

Technology
-5.09K
- 2.56%
$167.82 - $208.28 $854K - $1.06M
194K $33M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-62.4K
- 10.75%
$27.52 - $33.6 $1.72M - $2.1M
518K $15.4M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-59.9K
- 64.96%
$49.69 - $50.76 $2.98M - $3.04M
32.3K $1.61M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-134K
- 31.92%
$20.7 - $21.15 $2.77M - $2.83M
285K $5.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-15.2K
- 2.54%
$64.88 - $72.1 $983K - $1.09M
581K $38.2M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-100K
- 22.22%
$37.06 - $41.11 $3.72M - $4.13M
352K $14M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-3.57K
- 0.74%
$58.81 - $68.2 $210K - $243K
475K $28.4M
AMD
Advanced Micro Devices Inc

Technology
-15.7K
- 25.55%
$96.63 - $129.55 $1.52M - $2.04M
45.8K $4.71M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-60.5K
- 23.72%
$48.43 - $49.9 $2.93M - $3.02M
194K $9.7M
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
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