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
ESGR
Enstar Group LTD

Financial Services
-8.73K
- 31.1%
$324.4 - $333.99 $2.83M - $2.91M
19.3K $6.42M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-48.5K
- 22.02%
$68.32 - $75.06 $3.31M - $3.64M
172K $12.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-40.4K
- 14.13%
$87.68 - $94.52 $3.54M - $3.82M
245K $23M
DIS
Walt Disney CO

Communication Services
-7.23K
- 6.49%
$96.87 - $114.0 $700K - $824K
104K $10.3M
WMT
Walmart Inc.

Consumer Defensive
-2.58K
- 0.35%
$84.5 - $105.05 $218K - $271K
726K $63.7M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-15.2K
- 30.34%
$117.4 - $131.02 $1.78M - $1.99M
34.8K $4.17M
TGT
Target Corp

Consumer Defensive
-3.92K
- 7.43%
$103.65 - $142.5 $406K - $558K
48.8K $5.09M
NTRS
Northern Trust Corp

Financial Services
-19.3K
- 58.72%
$96.09 - $113.81 $1.86M - $2.2M
13.6K $1.34M
SJNK
Spdr Bloomberg Short Term High

ETFs
-77.3K
- 28.89%
$25.08 - $25.64 $1.94M - $1.98M
190K $4.79M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-38.2K
- 29.25%
$45.03 - $48.14 $1.72M - $1.84M
92.4K $4.27M
EMB
Ishares Tr

ETFs
-21.2K
- 27.22%
$88.64 - $92.03 $1.88M - $1.95M
56.8K $5.14M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-42.6K
- 21.49%
$44.68 - $46.49 $1.9M - $1.98M
156K $7.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-538
- 1.1%
$165.25 - $224.62 $88.9K - $121K
48.3K $8.02M
MGM
Mgm Resorts International

Consumer Cyclical
-44.9K
- 77.52%
$29.64 - $40.37 $1.33M - $1.81M
13K $385K
DE
Deere & CO

Industrials
-4.89K
- 31.67%
$408.57 - $509.27 $2M - $2.49M
10.6K $4.95M
JCI
Johnson Controls International PLC

Industrials
-22.1K
- 10.82%
$76.12 - $90.6 $1.68M - $2.01M
182K $14.6M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-3.16K
- 71.19%
$314.47 - $431.35 $992K - $1.36M
1.28K $468K
EEMV
Ishares Msci Emerging Markets

ETFs
-24.8K
- 27.63%
$57.07 - $59.29 $1.41M - $1.47M
64.9K $3.79M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-34.3K
- 16.59%
$44.41 - $45.98 $1.52M - $1.58M
172K $7.87M
GILD
Gilead Sciences, Inc.

Healthcare
-28.6K
- 30.57%
$89.14 - $117.41 $2.55M - $3.36M
65K $7.28M
AGM
Federal Agricultural Mortgage Corp

Financial Services
-6.17K
- 34.16%
$182.78 - $209.07 $1.13M - $1.29M
11.9K $2.23M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-371
- 0.47%
$302.31 - $337.54 $112K - $125K
78.3K $24M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-50.9K
- 82.95%
$25.69 - $26.89 $1.31M - $1.37M
10.5K $281K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-33K
- 31.72%
$38.22 - $41.19 $1.26M - $1.36M
71.1K $2.88M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-41.8K
- 41.16%
$25.27 - $28.3 $1.06M - $1.18M
59.8K $1.55M
EPD
Enterprise Products Partners L.P.

Energy
-39.4K
- 61.51%
$31.75 - $34.14 $1.25M - $1.34M
24.6K $841K
CNQ
Canadian Natural Resources LTD

Energy
-37.4K
- 60.17%
$26.72 - $32.74 $1M - $1.22M
24.8K $762K
C
Citigroup Inc

Financial Services
-18.2K
- 7.09%
$67.23 - $84.63 $1.23M - $1.54M
239K $17M
BYD
Boyd Gaming Corp

Consumer Cyclical
-8.61K
- 10.3%
$65.83 - $79.52 $567K - $685K
75K $4.94M
BRKR
Bruker Corp

Healthcare
-11K
- 27.75%
$41.74 - $62.95 $459K - $692K
28.6K $1.19M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-24K
- 24.64%
$47.33 - $47.92 $1.14M - $1.15M
73.4K $3.49M
WAL
Western Alliance Bancorporation

Financial Services
-7.4K
- 9.49%
$72.65 - $94.0 $538K - $696K
70.6K $5.43M
DHR
Danaher Corp

Healthcare
-2.58K
- 11.58%
$201.62 - $250.59 $521K - $648K
19.7K $4.05M
BEP
Brookfield Renewable Partners L.P.

Utilities
-37.4K
- 15.15%
$20.03 - $23.79 $748K - $889K
209K $4.64M
CMCSA
Comcast Corp

Communication Services
-18.4K
- 4.13%
$33.19 - $38.23 $610K - $703K
427K $15.8M
IBN
Icici Bank LTD

Financial Services
-35.6K
- 32.06%
$27.55 - $31.67 $980K - $1.13M
75.4K $2.38M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-18.7K
- 26.1%
$58.01 - $64.46 $1.09M - $1.21M
53K $3.29M
DELL
Dell Technologies Inc.

Technology
-564
- 1.58%
$90.34 - $124.66 $51K - $70.3K
35K $3.19M
TTD
Trade Desk, Inc.

Technology
-688
- 5.21%
$53.59 - $126.58 $36.9K - $87.1K
12.5K $685K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-55.7K
- 54.23%
$17.15 - $21.07 $955K - $1.17M
47K $939K
CVNA
Carvana Co.

Consumer Cyclical
-4.28K
- 50.79%
$166.52 - $285.33 $713K - $1.22M
4.15K $867K
NOK
Nokia Corp

Technology
-200K
- 72.45%
$4.43 - $5.42 $885K - $1.08M
76K $400K
AMAT
Applied Materials Inc

Technology
-1.03K
- 2.7%
$145.06 - $195.51 $150K - $202K
37.2K $5.4M
STZ
Constellation Brands, Inc.

Consumer Defensive
-3.05K
- 54.34%
$161.05 - $222.93 $491K - $680K
2.56K $470K
GMED
Globus Medical Inc

Healthcare
-188
- 0.25%
$69.68 - $93.32 $13.1K - $17.5K
75.1K $5.49M
FDX
Fedex Corp

Industrials
-1.4K
- 14.39%
$230.33 - $281.53 $322K - $394K
8.33K $2.03M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-4.91K
- 65.0%
$121.0 - $142.28 $594K - $698K
2.64K $328K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-1.93K
- 7.14%
$16.25 - $41.86 $31.4K - $80.9K
25.1K $467K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-12.7K
- 26.73%
$69.81 - $78.9 $885K - $1M
34.7K $2.71M
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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