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
TECH
Bio Techne Corp

Healthcare
-384
- 8.61%
$58.47 - $78.75 $22.5K - $30.2K
4.08K $238K
NDSN
Nordson Corp

Industrials
-174
- 2.8%
$200.12 - $224.07 $34.8K - $39K
6.04K $1.22M
VMC
Vulcan Materials CO

Basic Materials
-118
- 5.24%
$220.9 - $277.54 $26.1K - $32.7K
2.13K $497K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-2.5K
- 6.67%
$58.32 - $65.09 $146K - $163K
35K $2.11M
POOL
Pool Corp

Industrials
-92
- 4.04%
$314.92 - $364.31 $29K - $33.5K
2.19K $696K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-58
- 4.22%
$522.96 - $601.18 $30.3K - $34.9K
1.32K $703K
BWA
Borgwarner Inc

Consumer Cyclical
-1.69K
- 16.78%
$27.78 - $32.9 $46.8K - $55.5K
8.36K $239K
ALLE
Allegion PLC

Industrials
-594
- 24.16%
$123.79 - $135.5 $73.5K - $80.5K
1.87K $243K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
-5.68K
- 26.47%
$8.61 - $10.05 $48.9K - $57.1K
15.8K $136K
LBRT
Liberty Energy Inc.

Energy
-178
- 0.97%
$14.13 - $23.12 $2.52K - $4.12K
18.2K $288K
PAVE
Global X Fds Us Infrastructure

ETFs
-691
- 3.75%
$37.31 - $43.82 $25.8K - $30.3K
17.7K $669K
VBK
Vanguard Small Cap Growth ETF

ETFs
-14
- 0.56%
$247.97 - $296.33 $3.47K - $4.15K
2.47K $621K
JBLU
Jetblue Airways Corp

Industrials
-3.86K
- 21.75%
$4.82 - $8.09 $18.6K - $31.2K
13.9K $66K
SYY
Sysco Corp

Consumer Defensive
-552
- 2.61%
$70.0 - $77.13 $38.6K - $42.6K
20.6K $1.55M
MNKD
Mannkind Corp

Healthcare
-153
- 0.3%
$4.92 - $6.6 $753 - $1.01K
50.4K $253K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-470
- 12.53%
$81.1 - $94.7 $38.1K - $44.5K
3.28K $266K
AME
Ametek Inc

Industrials
-144
- 2.54%
$170.39 - $190.43 $24.5K - $27.4K
5.53K $951K
FSS
Federal Signal Corp

Industrials
-109
- 3.44%
$73.55 - $101.32 $8.02K - $11K
3.06K $224K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-905
- 17.85%
$61.92 - $76.95 $56K - $69.6K
4.17K $312K
FCN
Fti Consulting, Inc

Industrials
-15
- 0.63%
$160.54 - $198.75 $2.41K - $2.98K
2.37K $389K
RIO
Rio Tinto PLC

Basic Materials
-1.34K
- 12.81%
$58.19 - $64.29 $77.7K - $85.9K
9.09K $546K
TDVG
T Rowe Price Exchange Traded F

Technology
-8.83K
- 2.46%
$39.23 - $42.13 $346K - $372K
350K $14.1M
WDFC
Wd 40 CO

Basic Materials
-280
- 15.77%
$226.67 - $250.92 $63.5K - $70.3K
1.5K $365K
RF
Regions Financial Corp

Financial Services
-956
- 3.9%
$20.84 - $24.77 $19.9K - $23.7K
23.5K $511K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-984
- 7.26%
$53.81 - $62.59 $52.9K - $61.6K
12.6K $704K
TRN
Trinity Industries Inc

Industrials
-6
- 0.07%
$28.06 - $39.45 $168 - $237
8.83K $247K
LDOS
Leidos Holdings, Inc.

Technology
-343
- 18.65%
$126.82 - $161.11 $43.5K - $55.3K
1.5K $201K
IR
Ingersoll Rand Inc.

Industrials
-51
- 0.91%
$79.44 - $94.23 $4.05K - $4.81K
5.57K $445K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.06K
- 9.24%
$97.25 - $104.79 $103K - $111K
10.4K $1.08M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-3.09K
- 5.98%
$24.6 - $24.99 $76.1K - $77.3K
48.6K $1.21M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-697
- 2.01%
$100.32 - $100.76 $69.9K - $70.2K
34K $3.42M
KB
Kb Financial Group Inc.

Financial Services
-371
- 2.55%
$53.14 - $62.87 $19.7K - $23.3K
14.2K $767K
VCR
Vanguard Consumer Discretionar

ETFs
-33
- 3.45%
$318.51 - $391.75 $10.5K - $12.9K
923 $300K
SHG
Shinhan Financial Group CO LTD

Financial Services
-1.66K
- 7.75%
N/A
19.8K $684K
ATI
Allegheny Technologies Inc

Industrials
-817
- 16.36%
$50.0 - $65.86 $40.9K - $53.8K
4.18K $217K
XRAY
Dentsply Sirona Inc.

Healthcare
-609
- 5.27%
$14.93 - $20.31 $9.09K - $12.4K
10.9K $163K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-1.84K
- 16.36%
$32.5 - $33.3 $59.8K - $61.2K
9.4K $312K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-3.15K
- 6.06%
$22.42 - $23.22 $70.6K - $73.2K
48.8K $1.13M
GPI
Group 1 Automotive Inc

Consumer Cyclical
-48
- 5.16%
$375.96 - $484.08 $18K - $23.2K
883 $337K
NSC
Norfolk Southern Corp

Industrials
-899
- 1.22%
$227.69 - $259.76 $205K - $234K
72.7K $17.2M
CVBF
Cvb Financial Corp

Financial Services
-444
- 2.8%
$18.42 - $21.2 $8.18K - $9.41K
15.4K $284K
INCY
Incyte Corp

Healthcare
-203
- 4.12%
$60.0 - $75.26 $12.2K - $15.3K
4.72K $285K
ENSG
Ensign Group, Inc

Healthcare
-318
- 9.53%
$125.4 - $148.86 $39.9K - $47.3K
3.02K $390K
SJM
J M Smucker CO

Consumer Defensive
-1.56K
- 9.77%
$100.41 - $118.41 $157K - $185K
14.4K $1.71M
FN
Fabrinet

Technology
-80
- 5.02%
$183.66 - $267.24 $14.7K - $21.4K
1.51K $298K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-200
- 9.66%
$416.48 - $494.72 $83.3K - $98.9K
1.87K $910K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-79
- 3.7%
$103.02 - $140.69 $8.14K - $11.1K
2.06K $217K
BIIB
Biogen Inc.

Healthcare
-9
- 0.3%
$133.43 - $153.27 $1.2K - $1.38K
3.02K $412K
ACGL
Arch Capital Group Ltd.

Financial Services
-1.44K
- 6.19%
$88.13 - $96.94 $127K - $140K
21.9K $2.1M
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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