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
DEO
Diageo PLC

Consumer Defensive
-1.34K
- 35.93%
$104.79 - $126.12 $141K - $169K
2.39K $250K
HOLX
Hologic Inc

Healthcare
-2.19K
- 25.85%
$60.7 - $73.77 $133K - $161K
6.28K $387K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-134
- 7.66%
$634.14 - $744.83 $85K - $99.8K
1.62K $1.02M
CB
Chubb LTD

Financial Services
-2.76K
- 11.51%
$257.71 - $301.99 $710K - $832K
21.2K $6.4M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-870
- 13.32%
$161.13 - $209.29 $140K - $182K
5.66K $936K
CNI
Canadian National Railway CO

Industrials
-1.91K
- 29.8%
$95.46 - $106.79 $182K - $204K
4.49K $437K
SRE
Sempra Energy

Utilities
-985
- 11.52%
$67.85 - $87.67 $66.8K - $86.4K
7.57K $540K
URI
United Rentals, Inc.

Industrials
-139
- 8.92%
$594.17 - $789.56 $82.6K - $110K
1.42K $889K
NTAP
Net App, Inc.

Technology
-534
- 9.37%
$87.84 - $126.3 $46.9K - $67.4K
5.16K $453K
CCL
Carnival Corp

Consumer Cyclical
-2.66K
- 9.3%
$19.08 - $28.49 $50.8K - $75.9K
26K $507K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-61
- 0.39%
$126.86 - $146.45 $7.74K - $8.93K
15.7K $2M
HPE
Hewlett Packard Enterprise CO

Technology
-3.45K
- 13.81%
$14.77 - $24.42 $51K - $84.3K
21.5K $332K
CMI
Cummins Inc

Industrials
-170
- 4.1%
$312.92 - $386.07 $53.2K - $65.6K
3.98K $1.25M
ZBRA
Zebra Technologies Corp

Technology
-16
- 0.88%
$271.72 - $421.11 $4.35K - $6.74K
1.8K $509K
WTM
White Mountains Insurance Group LTD

Financial Services
-91
- 9.92%
$1818.58 - $1983.07 $165K - $180K
826 $1.59M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.37K
- 2.79%
$25.58 - $29.24 $60.6K - $69.3K
82.7K $2.17M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-696
- 4.56%
$101.98 - $115.66 $71K - $80.5K
14.6K $1.49M
AFRM
Affirm Holdings, Inc.

Technology
-96
- 0.81%
$43.7 - $80.98 $4.2K - $7.77K
11.7K $529K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.55K
- 8.77%
$81.83 - $82.73 $208K - $211K
26.5K $2.19M
FIS
Fidelity National Information Services, Inc.

Technology
-1.83K
- 22.72%
$68.12 - $83.42 $125K - $153K
6.22K $464K
JOE
St Joe CO

Real Estate
-4.32K
- 44.85%
$43.61 - $49.45 $188K - $213K
5.31K $249K
GVI
Ishares Tr

ETFs
-2.8K
- 4.31%
$103.49 - $106.02 $289K - $297K
62.2K $6.59M
SLG
Sl Green Realty Corp

Real Estate
-546
- 3.8%
$55.58 - $68.38 $30.3K - $37.3K
13.8K $797K
WST
West Pharmaceutical Services Inc

Healthcare
-170
- 12.74%
$199.11 - $347.87 $33.8K - $59.1K
1.16K $260K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-686
- 4.74%
$113.22 - $126.36 $77.7K - $86.7K
13.8K $1.58M
KHC
Kraft Heinz CO

Consumer Defensive
-5.46K
- 17.85%
$28.51 - $32.22 $156K - $176K
25.1K $765K
CPB
Campbell Soup CO

Consumer Defensive
-3.84K
- 39.25%
$37.29 - $42.04 $143K - $162K
5.95K $237K
DDOG
Datadog, Inc.

Technology
-417
- 14.2%
$98.68 - $151.89 $41.1K - $63.3K
2.52K $249K
TER
Teradyne, Inc

Technology
-441
- 14.29%
$82.6 - $140.0 $36.4K - $61.7K
2.65K $218K
DOW
Dow Inc.

Basic Materials
-2.29K
- 14.3%
$34.36 - $41.92 $78.8K - $96.2K
13.8K $480K
BLD
Top Build Corp

Industrials
-505
- 34.71%
$295.17 - $354.82 $149K - $179K
950 $289K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-4.22K
- 31.96%
$36.56 - $38.35 $154K - $162K
8.97K $332K
WEAV
Weave Communications, Inc.

Technology
-2.81K
- 10.37%
$10.61 - $17.44 $29.8K - $49K
24.3K $269K
HAL
Halliburton CO

Energy
-5.41K
- 39.86%
$24.15 - $29.9 $131K - $162K
8.16K $207K
AVY
Avery Dennison Corp

Industrials
-585
- 10.32%
$174.58 - $195.91 $102K - $115K
5.08K $904K
PCG
Pg&E Corp

Utilities
-1.89K
- 4.69%
$15.16 - $20.4 $28.7K - $38.6K
38.4K $660K
DVY
Ishares Tr

ETFs
-2.57K
- 4.01%
$128.58 - $138.1 $330K - $355K
61.5K $8.26M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-2.2K
- 23.4%
$73.78 - $76.59 $162K - $168K
7.2K $551K
SHV
Ishares Tr

ETFs
-1.43K
- 5.43%
$110.11 - $110.51 $158K - $158K
24.9K $2.75M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-6
- 0.08%
$221.78 - $273.45 $1.33K - $1.64K
7.41K $1.69M
RPM
Rpm International Inc

Basic Materials
-762
- 9.95%
$114.03 - $128.31 $86.9K - $97.8K
6.89K $797K
LHX
L3 Harris Technologies, Inc.

Industrials
-636
- 5.94%
$194.65 - $222.86 $124K - $142K
10.1K $2.11M
IYW
Ishares Dj Us Tech ETF

ETFs
-390
- 8.34%
$140.44 - $166.79 $54.8K - $65K
4.28K $601K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-587
- 6.71%
$87.72 - $111.91 $51.5K - $65.7K
8.17K $739K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-250
- 5.73%
$161.27 - $192.3 $40.3K - $48.1K
4.11K $663K
DXCM
Dexcom Inc

Healthcare
-825
- 9.72%
$67.74 - $90.75 $55.9K - $74.9K
7.66K $523K
DTM
Dt Midstream, Inc.

Energy
-1.17K
- 14.19%
$86.95 - $113.75 $102K - $133K
7.09K $684K
BRO
Brown & Brown, Inc.

Financial Services
-2.68K
- 30.2%
$100.54 - $124.4 $270K - $334K
6.2K $771K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-7.45K
- 26.62%
$17.53 - $17.87 $131K - $133K
20.5K $361K
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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