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
CAG
Conagra Brands Inc.

Consumer Defensive
-4.24K
- 21.86%
$23.9 - $27.67 $101K - $117K
15.2K $404K
ALGN
Align Technology Inc

Healthcare
-317
- 18.95%
$158.86 - $234.89 $50.4K - $74.5K
1.36K $215K
FSK
Fs Kkr Capital Corp

Financial Services
-2.5K
- 2.46%
$20.47 - $24.06 $51.3K - $60.2K
99.1K $2.08M
VONE
Vanguard Russell 1000 ETF

ETFs
-308
- 7.6%
$250.16 - $278.79 $77K - $85.9K
3.75K $951K
CVE
Cenovus Energy Inc.

Energy
-7.39K
- 37.03%
$12.24 - $15.63 $90.5K - $116K
12.6K $174K
IT
Gartner Inc

Technology
-37
- 2.14%
$418.25 - $548.38 $15.5K - $20.3K
1.69K $711K
IWY
Ishares Tr Russell 200 Growth

ETFs
-39
- 0.8%
$210.19 - $243.33 $8.2K - $9.49K
4.83K $1.02M
KEX
Kirby Corp

Industrials
-175
- 0.78%
$95.1 - $112.81 $16.6K - $19.7K
22.4K $2.26M
CLX
Clorox CO

Consumer Defensive
-384
- 8.3%
$141.76 - $162.89 $54.4K - $62.5K
4.24K $624K
PPG
Ppg Industries Inc

Basic Materials
-597
- 9.96%
$107.44 - $124.29 $64.1K - $74.2K
5.4K $590K
ALB
Albemarle Corp

Basic Materials
-891
- 21.28%
$69.95 - $97.49 $62.3K - $86.9K
3.3K $237K
WDS
Woodside Energy Group LTD

Energy
-6.89K
- 34.85%
$14.15 - $16.33 $97.5K - $113K
12.9K $186K
PEG
Public Service Enterprise Group Inc

Utilities
-859
- 4.04%
$78.2 - $90.39 $67.2K - $77.6K
20.4K $1.68M
EXAS
Exact Sciences Corp

Healthcare
-187
- 2.21%
$43.04 - $58.51 $8.05K - $10.9K
8.29K $358K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-2.89K
- 23.64%
$39.51 - $41.0 $114K - $118K
9.32K $372K
PRU
Prudential Financial Inc

Financial Services
-416
- 3.98%
$105.04 - $122.33 $43.7K - $50.9K
10K $1.12M
NVR
Nvr Inc

Consumer Cyclical
-10
- 21.28%
$7062.02 - $8382.63 $70.6K - $83.8K
37 $268K
JIG
J P Morgan Exchange Traded Fd

ETFs
-1.9K
- 27.31%
$61.42 - $66.95 $117K - $127K
5.06K $320K
CTSH
Cognizant Technology Solutions Corp

Technology
-1.41K
- 9.37%
$75.32 - $90.7 $106K - $128K
13.6K $1.04M
URBN
Urban Outfitters Inc

Consumer Cyclical
-253
- 0.62%
$48.81 - $60.44 $12.3K - $15.3K
40.6K $2.13M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-992
- 2.84%
$106.46 - $114.75 $106K - $114K
33.9K $3.73M
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.82K
- 17.54%
$45.22 - $52.17 $82.2K - $94.8K
8.55K $410K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-4.76K
- 7.11%
$22.25 - $23.0 $106K - $110K
62.2K $1.43M
FMNB
Farmers National Banc Corp

Financial Services
-5.45K
- 17.41%
$12.8 - $14.51 $69.7K - $79K
25.8K $337K
HDV
Ishares Core High Dividend ETF

ETFs
-1.22K
- 24.76%
$110.86 - $121.12 $135K - $148K
3.71K $448K
VFC
V F Corp

Consumer Cyclical
-1.61K
- 12.24%
$15.52 - $26.93 $24.9K - $43.2K
11.5K $178K
VOT
Vanguard Mid Cap Growth Index

ETFs
-284
- 7.95%
$237.72 - $276.98 $67.5K - $78.7K
3.29K $804K
SSO
Proshares Ultra S&P 500

ETFs
-204
- 2.43%
$80.57 - $100.21 $16.4K - $20.4K
8.17K $676K
CRWD
Crowd Strike Holdings, Inc.

Technology
-461
- 7.53%
$308.86 - $455.36 $142K - $210K
5.66K $1.99M
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.8K
- 30.85%
$63.77 - $71.36 $115K - $128K
4.03K $277K
CRL
Charles River Laboratories International, Inc.

Healthcare
-207
- 10.55%
$150.52 - $190.14 $31.2K - $39.4K
1.76K $264K
DFAE
Dimensional ETF Tr

ETFs
-11.2K
- 3.07%
$24.64 - $26.86 $276K - $301K
354K $9.17M
UEC
Uranium Energy Corp

Energy
-9.39K
- 35.68%
$4.77 - $8.2 $44.8K - $77K
16.9K $80K
F
Ford Motor CO

Consumer Cyclical
-12.4K
- 5.63%
$9.12 - $10.43 $113K - $129K
208K $2.08M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.42K
- 7.35%
$39.4 - $42.61 $95.5K - $103K
30.5K $1.23M
SYF
Synchrony Financial

Financial Services
-116
- 1.56%
$51.9 - $70.63 $6.02K - $8.19K
7.32K $387K
CNC
Centene Corp

Healthcare
-1.58K
- 16.59%
$55.93 - $65.89 $88.4K - $104K
7.95K $482K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-6.09K
- 7.03%
$11.22 - $11.8 $68.3K - $71.9K
80.5K $903K
UTHR
United Therapeutics Corp

Healthcare
-186
- 21.81%
$304.42 - $380.78 $56.6K - $70.8K
667 $205K
UPST
Upstart Holdings, Inc.

Financial Services
-19
- 0.32%
$46.03 - $88.77 $875 - $1.69K
5.92K $272K
PCAR
Paccar Inc

Industrials
-367
- 4.27%
$96.91 - $112.51 $35.6K - $41.3K
8.23K $800K
SAIA
Saia Inc

Industrials
-30
- 3.98%
$349.29 - $508.47 $10.5K - $15.3K
723 $252K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-5.37K
- 5.82%
$24.27 - $26.2 $130K - $141K
86.9K $2.19M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-840
- 15.02%
$43.49 - $58.8 $36.5K - $49.4K
4.75K $206K
PCT
Pure Cycle Technologies, Inc.

Industrials
-5.4K
- 34.1%
$6.92 - $10.9 $37.4K - $58.9K
10.4K $72K
ALK
Alaska Air Group, Inc.

Industrials
-89
- 1.65%
$49.22 - $76.6 $4.38K - $6.82K
5.29K $260K
FITB
Fifth Third Bancorp

Financial Services
-969
- 6.0%
$37.48 - $44.96 $36.3K - $43.6K
15.2K $595K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-320
- 1.1%
$27.56 - $32.1 $8.82K - $10.3K
28.9K $812K
KBH
Kb Home

Consumer Cyclical
-112
- 1.11%
$57.73 - $70.05 $6.47K - $7.85K
9.94K $577K
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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