Sequoia Financial Advisors, LLC Reduced Holdings in Q3 2024

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RIO
Rio Tinto PLC

Basic Materials
-107
- 1.1%
$59.71 - $71.21 $6.39K - $7.62K
9.61K $683K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-120
- 1.34%
$60.13 - $68.17 $7.22K - $8.18K
8.86K $599K
KT
Kt Corp

Communication Services
-674
- 1.89%
$13.14 - $15.8 $8.86K - $10.6K
35.1K $539K
VOE
Vanguard Mid Cap Value Index F

ETFs
-49
- 1.4%
$149.02 - $167.67 $7.3K - $8.22K
3.46K $580K
ESE
Esco Technologies Inc

Technology
-29
- 1.24%
$102.11 - $128.98 $2.96K - $3.74K
2.31K $297K
NIO
Nio Inc.

Consumer Cyclical
-4.28K
- 13.06%
$3.67 - $6.68 $15.7K - $28.6K
28.4K $190K
VST
Vistra Corp.

Utilities
-915
- 18.4%
$69.0 - $119.06 $63.1K - $109K
4.06K $481K
BMI
Badger Meter Inc

Technology
-43
- 2.19%
$184.77 - $219.63 $7.95K - $9.44K
1.92K $419K
BXP
Boston Properties Inc

Real Estate
-154
- 4.43%
$60.3 - $82.49 $9.29K - $12.7K
3.32K $267K
IWS
Ishares Russell Midcap Value E

ETFs
-577
- 5.11%
$119.52 - $132.25 $69K - $76.3K
10.7K $1.42M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-179
- 5.41%
$233.81 - $287.01 $41.9K - $51.4K
3.13K $860K
GWRE
Guidewire Software, Inc.

Technology
-62
- 3.89%
$137.04 - $182.94 $8.5K - $11.3K
1.53K $279K
YUM
Yum Brands Inc

Consumer Cyclical
-265
- 1.95%
$125.95 - $139.96 $33.4K - $37.1K
13.3K $1.86M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-49
- 0.59%
$162.64 - $179.3 $7.97K - $8.79K
8.23K $1.48M
PHG
Koninklijke Philips Nv

Healthcare
-79
- 0.92%
$25.08 - $32.73 $1.98K - $2.59K
8.55K $279K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-989
- 3.59%
$75.47 - $83.18 $74.6K - $82.3K
26.5K $2.2M
VHT
Vanguard Health Care ETF

ETFs
-790
- 4.48%
$261.88 - $288.1 $207K - $228K
16.8K $4.75M
TYL
Tyler Technologies Inc

Technology
-9
- 1.01%
$499.52 - $595.46 $4.5K - $5.36K
881 $514K
ENSG
Ensign Group, Inc

Healthcare
-51
- 1.35%
$124.14 - $153.65 $6.33K - $7.84K
3.73K $535K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-146
- 0.17%
$9.55 - $11.13 $1.39K - $1.62K
87.9K $952K
SLF
Sun Life Financial Inc

Financial Services
-557
- 4.92%
$47.07 - $58.09 $26.2K - $32.4K
10.8K $625K
FMNB
Farmers National Banc Corp

Financial Services
-757
- 2.38%
$12.04 - $16.09 $9.11K - $12.2K
31.1K $470K
VFC
V F Corp

Consumer Cyclical
-504
- 3.91%
$12.74 - $19.95 $6.42K - $10.1K
12.4K $247K
PCG
Pg&E Corp

Utilities
-329
- 0.94%
$17.08 - $20.6 $5.62K - $6.78K
34.6K $684K
TFC
Truist Financial Corp

Financial Services
-1.53K
- 4.26%
$38.22 - $44.94 $58.6K - $68.9K
34.5K $1.47M
NIC
Nicolet Bankshares Inc

Financial Services
-165
- 2.25%
$80.01 - $103.65 $13.2K - $17.1K
7.16K $684K
WF
Woori Financial Group Inc.

Financial Services
-339
- 1.37%
$31.41 - $37.84 $10.6K - $12.8K
24.5K $874K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-455
- 2.62%
$108.44 - $120.37 $49.3K - $54.8K
16.9K $2.03M
BANR
Banner Corp

Financial Services
-22
- 0.24%
$47.37 - $61.4 $1.04K - $1.35K
9.04K $538K
IWN
Ishares Russell2000 Val ETF

ETFs
-35
- 0.54%
$150.05 - $171.34 $5.25K - $6K
6.47K $1.08M
ERIC
Ericsson Lm Telephone CO

Technology
-1.21K
- 1.63%
$6.19 - $7.77 $7.5K - $9.41K
73K $553K
EIX
Edison International

Utilities
-49
- 0.66%
$71.19 - $87.72 $3.49K - $4.3K
7.41K $645K
VO
Vanguard Mid Cap ETF

ETFs
-153
- 2.14%
$237.84 - $263.83 $36.4K - $40.4K
6.99K $1.84M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-248
- 0.81%
$58.03 - $65.37 $14.4K - $16.2K
30.5K $1.97M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-317
- 1.46%
$38.04 - $45.36 $12.1K - $14.4K
21.4K $955K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.06K
- 4.85%
$173.36 - $189.8 $184K - $202K
20.8K $3.96M
NDSN
Nordson Corp

Industrials
-28
- 0.53%
$225.0 - $262.63 $6.3K - $7.35K
5.23K $1.37M
TCOM
Trip.Com Group LTD

Consumer Cyclical
-46
- 0.37%
$39.32 - $61.32 $1.81K - $2.82K
12.5K $743K
SNY
Sanofi

Healthcare
-512
- 2.43%
$48.54 - $58.53 $24.9K - $30K
20.6K $1.19M
K
Kellogg CO

Consumer Defensive
-889
- 8.39%
$56.19 - $80.81 $50K - $71.8K
9.71K $783K
SLG
Sl Green Realty Corp

Real Estate
-13
- 0.09%
$54.99 - $72.21 $715 - $939
14.3K $998K
ES
Eversource Energy

Utilities
-169
- 0.97%
$56.52 - $68.38 $9.55K - $11.6K
17.2K $1.17M
ARGX
Argenx Se

Healthcare
-2
- 0.12%
$434.22 - $551.9 $868 - $1.1K
1.71K $927K
IRM
Iron Mountain Inc

Real Estate
-289
- 3.64%
$89.69 - $119.32 $25.9K - $34.5K
7.65K $908K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-406
- 1.49%
$15.95 - $27.01 $6.48K - $11K
26.9K $691K
PFC
Premier Financial Corp

Financial Services
-169
- 0.24%
$19.61 - $26.19 $3.31K - $4.43K
70.7K $1.66M
NVS
Novartis Ag

Healthcare
-18
- 0.07%
$106.13 - $120.89 $1.91K - $2.18K
27.1K $3.12M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-1.06K
- 4.53%
$138.85 - $182.81 $147K - $193K
22.3K $3.96M
INFY
Infosys LTD

Technology
-2.34K
- 2.99%
$18.76 - $23.28 $43.8K - $54.4K
75.8K $1.69M
Activity Summary
Buys All Purchases 867 New Holdings 155 Increased Positions 712 Sells All Sells 343 Reductions 343 Sold out 0 Options Calls 7 Puts 7
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