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
IMO
Imperial Oil LTD

Energy
-93
- 2.37%
$62.41 - $73.34 $5.8K - $6.82K
3.82K $276K
IXJ
Ishares Global Healthcare ETF

ETFs
-231
- 2.13%
$86.01 - $94.19 $19.9K - $21.8K
10.6K $970K
AER
Aer Cap Holdings N.V.

Industrials
-79
- 1.11%
$94.11 - $105.78 $7.43K - $8.36K
7.03K $717K
WEC
Wec Energy Group, Inc.

Utilities
-616
- 8.75%
$92.12 - $108.98 $56.7K - $67.1K
6.43K $700K
MKL
Markel Corp

Financial Services
-103
- 6.37%
$1660.14 - $2059.83 $171K - $212K
1.51K $2.83M
COOP
Mr. Cooper Group Inc.

Financial Services
-90
- 4.23%
$91.4 - $119.6 $8.23K - $10.8K
2.04K $243K
ESE
Esco Technologies Inc

Technology
-109
- 4.7%
$128.92 - $169.65 $14.1K - $18.5K
2.21K $351K
FMX
Mexican Economic Development Inc

Consumer Defensive
-202
- 3.27%
$81.23 - $100.59 $16.4K - $20.3K
5.97K $582K
MOH
Molina Healthcare, Inc.

Healthcare
-3
- 0.2%
$266.57 - $333.27 $800 - $1K
1.53K $503K
PRVA
Privia Health Group, Inc.

Healthcare
-806
- 3.06%
$19.64 - $25.69 $15.8K - $20.7K
25.5K $573K
HLN
Haleon PLC

Healthcare
-279
- 0.33%
$9.02 - $10.67 $2.52K - $2.98K
85.4K $878K
NGG
National Grid PLC

Utilities
-102
- 0.89%
$56.13 - $65.61 $5.73K - $6.69K
11.4K $748K
CAH
Cardinal Health Inc

Healthcare
-769
- 8.74%
$118.02 - $137.77 $90.8K - $106K
8.03K $1.11M
CBOE
Cboe Global Markets, Inc.

Financial Services
-26
- 1.09%
$190.84 - $226.29 $4.96K - $5.88K
2.37K $536K
O
Realty Income Corp

Real Estate
-663
- 2.81%
$51.67 - $58.49 $34.3K - $38.8K
23K $1.33M
ADP
Automatic Data Processing Inc

Industrials
-205
- 1.98%
$286.85 - $318.64 $58.8K - $65.3K
10.2K $3.1M
MPAA
Motorcar Parts America Inc

Consumer Cyclical
-34
- 0.09%
$5.75 - $11.6 $196 - $394
38.1K $361K
CASY
Caseys General Stores Inc

Consumer Cyclical
-91
- 3.08%
$378.71 - $442.54 $34.5K - $40.3K
2.86K $1.24M
NFG
National Fuel Gas CO

Energy
-23
- 0.57%
$60.71 - $79.19 $1.4K - $1.82K
4.04K $320K
AWK
American Water Works Company, Inc.

Utilities
-22
- 0.62%
$121.01 - $149.31 $2.66K - $3.28K
3.53K $521K
FUTU
Futu Holdings LTD

Financial Services
-163
- 3.67%
$75.13 - $123.56 $12.2K - $20.1K
4.28K $437K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-762
- 1.56%
$11.66 - $14.98 $8.88K - $11.4K
48.1K $656K
MDT
Medtronic PLC

Healthcare
-2.93K
- 8.42%
$79.84 - $94.5 $234K - $277K
31.9K $2.87M
TRGP
Targa Resources Corp.

Energy
-99
- 2.07%
$178.44 - $217.22 $17.7K - $21.5K
4.69K $940K
CCI
Crown Castle International Corp

Real Estate
-400
- 4.12%
$84.33 - $106.39 $33.7K - $42.6K
9.3K $969K
SU
Suncor Energy Inc

Energy
-425
- 1.21%
$34.27 - $40.63 $14.6K - $17.3K
34.7K $1.34M
ECL
Ecolab Inc.

Basic Materials
-39
- 0.76%
$229.72 - $269.82 $8.96K - $10.5K
5.12K $1.3M
DTE
Dte Energy CO

Utilities
-1.4K
- 8.53%
$117.6 - $138.27 $165K - $194K
15K $2.08M
WTRG
Essential Utilities, Inc.

Utilities
-239
- 0.73%
$33.49 - $40.57 $8K - $9.7K
32.3K $1.28M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-2.59K
- 1.89%
$23.92 - $26.89 $61.9K - $69.5K
135K $3.48M
LBRDK
Liberty Broadband Corp

Communication Services
-73
- 0.64%
$73.49 - $88.64 $5.36K - $6.47K
11.3K $964K
XPEV
Xpeng Inc.

Consumer Cyclical
-254
- 1.77%
$11.55 - $26.34 $2.93K - $6.69K
14.1K $292K
EXC
Exelon Corp

Utilities
-1.37K
- 5.51%
$37.3 - $46.08 $51K - $63K
23.5K $1.08M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-414
- 0.79%
$26.71 - $31.58 $11.1K - $13.1K
51.8K $1.57M
TDG
Trans Digm Group Inc

Industrials
-432
- 6.63%
$1251.32 - $1394.11 $541K - $602K
6.09K $8.42M
KMB
Kimberly Clark Corp

Consumer Defensive
-3.01K
- 5.7%
$124.46 - $147.4 $375K - $444K
49.8K $7.08M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-14
- 0.1%
$106.31 - $123.73 $1.49K - $1.73K
13.6K $1.68M
AIG
American International Group, Inc.

Financial Services
-1.32K
- 6.05%
$70.5 - $86.94 $92.8K - $114K
20.5K $1.78M
BP
Bp PLC

Energy
-1.04K
- 1.91%
$29.93 - $35.31 $31K - $36.6K
53.1K $1.8M
COP
Conocophillips

Energy
-1.82K
- 2.65%
$88.6 - $105.85 $161K - $193K
66.9K $7.03M
SAN
Banco Santander, S.A.

Financial Services
-4.14K
- 3.17%
$4.46 - $7.14 $18.5K - $29.6K
126K $846K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-57
- 0.18%
$56.12 - $68.15 $3.2K - $3.88K
31.8K $2.15M
AZO
Autozone Inc

Consumer Cyclical
-15
- 2.91%
$3193.96 - $3828.11 $47.9K - $57.4K
501 $1.91M
AVDE
American Centy ETF Tr Avantis

ETFs
-1.89K
- 2.03%
$60.63 - $68.55 $115K - $130K
91.3K $6.05M
BMY
Bristol Myers Squibb CO

Healthcare
-5.57K
- 3.67%
$53.9 - $63.11 $300K - $351K
146K $8.91M
BK
Bank Of New York Mellon Corp

Financial Services
-284
- 0.55%
$75.42 - $88.95 $21.4K - $25.3K
51.8K $4.34M
TMUS
T Mobile Us, Inc.

Communication Services
-1.23K
- 8.38%
$211.3 - $272.83 $259K - $335K
13.4K $3.58M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-16.3K
- 3.01%
$27.47 - $30.62 $449K - $500K
527K $15.6M
PAYX
Paychex Inc

Industrials
-3.02K
- 4.69%
$136.06 - $154.52 $411K - $467K
61.4K $9.47M
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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