Sequoia Financial Advisors, LLC Reduced Holdings in Q4 2024

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EXC
Exelon Corp

Utilities
-23
- 0.09%
$36.22 - $40.97 $833 - $942
24.8K $934K
IRT
Independence Realty Trust, Inc.

Real Estate
-2.66K
- 9.68%
$18.78 - $22.01 $49.9K - $58.5K
24.8K $491K
NIO
Nio Inc.

Consumer Cyclical
-741
- 2.6%
$4.31 - $7.21 $3.19K - $5.34K
27.7K $120K
ITUB
Itau Unibanco Holding S.A.

Financial Services
-60
- 0.15%
$4.96 - $6.57 $298 - $394
40.6K $201K
SSL
Sasol LTD

Basic Materials
-5.86K
- 30.33%
$4.46 - $7.28 $26.1K - $42.6K
13.4K $61K
PAVE
Global X Fds Us Infrastructure

ETFs
-1.31K
- 6.65%
$40.41 - $45.95 $53K - $60.3K
18.4K $744K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-1.09K
- 20.3%
$50.14 - $52.56 $54.8K - $57.4K
4.29K $215K
EFX
Equifax Inc

Industrials
-41
- 2.82%
$245.03 - $293.5 $10K - $12K
1.41K $360K
NICE
Nice Ltd.

Technology
-346
- 18.92%
$164.71 - $199.17 $57K - $68.9K
1.48K $251K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-955
- 9.92%
$46.33 - $48.6 $44.2K - $46.4K
8.68K $402K
IWY
Ishares Tr Russell 200 Growth

ETFs
-629
- 11.44%
$216.72 - $244.71 $136K - $154K
4.87K $1.15M
E
Eni Spa

Energy
-901
- 7.24%
$26.32 - $31.82 $23.7K - $28.7K
11.5K $315K
MTZ
Mastec Inc

Industrials
-667
- 28.32%
$119.94 - $147.94 $80K - $98.7K
1.69K $229K
EBR
Brazilian Electric Power CO

Utilities
-4.76K
- 21.87%
$5.49 - $7.26 $26.1K - $34.5K
17K $97K
ROKU
Roku, Inc

Communication Services
-780
- 16.52%
$64.08 - $84.12 $50K - $65.6K
3.94K $292K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-197
- 10.54%
$124.55 - $167.32 $24.5K - $33K
1.67K $253K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-250
- 6.25%
$89.81 - $104.0 $22.5K - $26K
3.75K $337K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-538
- 9.55%
$56.08 - $68.53 $30.2K - $36.9K
5.1K $286K
FNV
Franco Nevada Corp

Basic Materials
-356
- 14.79%
$113.26 - $137.22 $40.3K - $48.9K
2.05K $241K
EMN
Eastman Chemical CO

Basic Materials
-26
- 0.96%
$90.03 - $110.64 $2.34K - $2.88K
2.68K $244K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-489
- 26.48%
$131.26 - $163.78 $64.2K - $80.1K
1.36K $202K
AZO
Autozone Inc

Consumer Cyclical
-26
- 4.8%
$2981.19 - $3370.27 $77.5K - $87.6K
516 $1.65M
HAL
Halliburton CO

Energy
-947
- 6.52%
$25.77 - $31.99 $24.4K - $30.3K
13.6K $368K
TER
Teradyne, Inc

Technology
-195
- 5.94%
$102.58 - $133.62 $20K - $26.1K
3.09K $388K
BWA
Borgwarner Inc

Consumer Cyclical
-153
- 1.5%
$31.48 - $35.49 $4.82K - $5.43K
10K $319K
HPP
Hudson Pacific Properties, Inc.

Real Estate
-6.81K
- 40.0%
$2.6 - $4.98 $17.7K - $33.9K
10.2K $30K
LPL
Lg Display Co., Ltd.

Technology
-3.32K
- 7.98%
$3.07 - $4.02 $10.2K - $13.3K
38.3K $117K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-644
- 5.27%
$124.61 - $133.96 $80.2K - $86.3K
11.6K $1.49M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-62
- 0.44%
$91.94 - $100.02 $5.7K - $6.2K
14K $1.29M
HDSN
Hudson Technologies Inc

Basic Materials
-1K
- 6.99%
$5.25 - $8.29 $5.25K - $8.29K
13.3K $74K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-671
- 25.72%
$101.51 - $140.63 $68.1K - $94.4K
1.94K $243K
CRS
Carpenter Technology Corp

Industrials
-371
- 16.18%
$149.5 - $196.14 $55.5K - $72.8K
1.92K $326K
CHKP
Check Point Software Technologies LTD

Technology
-43
- 0.79%
$170.18 - $209.01 $7.32K - $8.99K
5.38K $1M
VVV
Valvoline Inc

Energy
-77
- 1.2%
$36.18 - $43.41 $2.79K - $3.34K
6.36K $230K
SKYW
Skywest Inc

Industrials
-1.06K
- 23.34%
$83.51 - $115.11 $88.9K - $122K
3.49K $349K
SWKS
Skyworks Solutions, Inc.

Technology
-120
- 4.65%
$83.18 - $99.15 $9.98K - $11.9K
2.46K $218K
BPOP
Popular, Inc.

Financial Services
-44
- 0.83%
$88.46 - $102.59 $3.89K - $4.51K
5.25K $494K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-206
- 6.71%
$115.08 - $119.55 $23.7K - $24.6K
2.86K $330K
EXP
Eagle Materials Inc

Basic Materials
-6
- 0.73%
$246.48 - $315.29 $1.48K - $1.89K
816 $201K
ILPT
Industrial Logistics Properties Trust

Real Estate
-355
- 1.15%
$3.25 - $4.64 $1.15K - $1.65K
30.5K $111K
GRFS
Grifols Sa

Healthcare
-98
- 0.43%
$6.99 - $9.55 $685 - $936
22.8K $169K
BBDC
Barings Bdc, Inc.

Financial Services
-2.49K
- 6.29%
$9.27 - $10.33 $23.1K - $25.7K
37.1K $354K
AEM
Agnico Eagle Mines LTD

Basic Materials
-309
- 9.48%
$75.99 - $88.85 $23.5K - $27.5K
2.95K $230K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
-1.15K
- 11.67%
$67.53 - $85.82 $77.4K - $98.3K
8.68K $677K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-86
- 3.2%
$417.69 - $450.94 $35.9K - $38.8K
2.6K $1.11M
WDFC
Wd 40 CO

Basic Materials
-5
- 0.28%
$242.06 - $290.11 $1.21K - $1.45K
1.78K $430K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-25
- 0.11%
$45.38 - $46.88 $1.13K - $1.17K
22.7K $1.04M
SAIA
Saia Inc

Industrials
-98
- 11.52%
$411.44 - $569.08 $40.3K - $55.8K
753 $343K
OEC
Orion Engineered Carbons S.A.

Basic Materials
-255
- 2.37%
$14.98 - $19.3 $3.82K - $4.92K
10.5K $165K
Activity Summary
Buys All Purchases 987 New Holdings 150 Increased Positions 837 Sells All Sells 300 Reductions 300 Sold out 0 Options Calls 6 Puts 5
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