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
RMD
Resmed Inc

Healthcare
-165
- 6.59%
$219.7 - $257.65 $36.3K - $42.5K
2.34K $523K
PODD
Insulet Corp

Healthcare
-198
- 9.12%
$237.06 - $288.29 $46.9K - $57.1K
1.97K $517K
ALT
Altimmune, Inc.

Healthcare
-3.5K
- 25.63%
$5.0 - $7.45 $17.5K - $26.1K
10.2K $50K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1.52K
- 9.3%
$98.98 - $113.18 $151K - $172K
14.8K $1.68M
PUMP
Pro Petro Holding Corp.

Energy
-2.9K
- 21.85%
$6.67 - $11.06 $19.3K - $32K
10.4K $76K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-550
- 12.57%
$75.99 - $81.58 $41.8K - $44.9K
3.83K $293K
GDDY
Go Daddy Inc.

Technology
-6
- 0.23%
$172.13 - $214.35 $1.03K - $1.29K
2.58K $464K
MATX
Matson, Inc.

Industrials
-240
- 11.37%
$127.06 - $149.06 $30.5K - $35.8K
1.87K $239K
INDB
Independent Bank Corp

Financial Services
-602
- 15.44%
$60.31 - $70.29 $36.3K - $42.3K
3.3K $206K
TIP
Ishares Tr Tips Bd ETF

ETFs
-746
- 8.59%
$106.22 - $111.09 $79.2K - $82.9K
7.94K $881K
LUV
Southwest Airlines CO

Industrials
-1.27K
- 9.34%
$28.18 - $34.84 $35.8K - $44.3K
12.3K $414K
FVCB
Fvc Bankcorp, Inc.

Financial Services
-352
- 1.78%
$10.01 - $13.27 $3.52K - $4.67K
19.4K $205K
MEDP
Medpace Holdings, Inc.

Healthcare
-57
- 6.46%
$304.69 - $360.97 $17.4K - $20.6K
825 $251K
VDE
Vanguard Energy ETF

ETFs
-589
- 14.48%
$119.14 - $132.76 $70.2K - $78.2K
3.48K $451K
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.16K
- 5.73%
$57.44 - $59.4 $66.4K - $68.7K
19K $1.13M
HOPE
Hope Bancorp Inc

Financial Services
-1.09K
- 6.6%
$10.26 - $12.25 $11.1K - $13.3K
15.3K $160K
IGV
Ishares Expanded Tech Software

ETFs
-38
- 1.19%
$88.3 - $107.83 $3.36K - $4.1K
3.16K $280K
ROKU
Roku, Inc

Communication Services
-322
- 8.17%
$67.36 - $99.07 $21.7K - $31.9K
3.62K $254K
EPI
Wisdomtree Tr India Earnings F

ETFs
-650
- 11.99%
$40.08 - $45.85 $26.1K - $29.8K
4.77K $208K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.07K
- 7.99%
$22.46 - $23.26 $46.5K - $48.1K
23.9K $552K
KT
Kt Corp

Communication Services
-4.66K
- 21.79%
$15.57 - $18.63 $72.6K - $86.8K
16.7K $296K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-70
- 0.92%
$69.82 - $78.67 $4.89K - $5.51K
7.58K $533K
JNPR
Juniper Networks Inc

Technology
-614
- 6.02%
$34.38 - $39.03 $21.1K - $24K
9.59K $347K
EFX
Equifax Inc

Industrials
-78
- 5.52%
$235.63 - $278.34 $18.4K - $21.7K
1.34K $325K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-1.86K
- 13.15%
$30.38 - $34.94 $56.6K - $65.1K
12.3K $421K
TNL
Travel & Leisure Co.

Consumer Cyclical
-6
- 0.07%
$46.29 - $57.86 $278 - $347
8.13K $376K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-869
- 11.09%
$59.28 - $66.1 $51.5K - $57.4K
6.97K $442K
HBI
Hanesbrands Inc.

Consumer Cyclical
-330
- 2.54%
$5.76 - $8.6 $1.9K - $2.84K
12.6K $72K
GGB
Gerdau S.A.

Basic Materials
-11.3K
- 46.41%
$2.72 - $3.08 $30.8K - $34.8K
13.1K $37K
OEC
Orion Engineered Carbons S.A.

Basic Materials
-145
- 1.38%
$12.74 - $15.33 $1.85K - $2.22K
10.4K $133K
BXP
Boston Properties Inc

Real Estate
-60
- 1.64%
$63.97 - $74.91 $3.84K - $4.49K
3.61K $242K
D
Dominion Energy, Inc

Utilities
-1.31K
- 6.73%
$52.85 - $57.43 $69.1K - $75.1K
18.1K $1.02M
GMAB
Genmab A/S

Healthcare
-81
- 0.36%
$18.69 - $24.14 $1.51K - $1.96K
22.1K $433K
VVR
Invesco Senior Income Trust

Financial Services
-6.26K
- 17.67%
$3.55 - $4.15 $22.2K - $26K
29.2K $109K
BANR
Banner Corp

Financial Services
-10
- 0.11%
$62.19 - $71.35 $622 - $714
9.04K $576K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-338
- 9.58%
$63.77 - $68.75 $21.6K - $23.2K
3.19K $205K
CENTA
Central Garden & Pet Company C

Consumer Defensive
-694
- 9.16%
$29.86 - $34.19 $20.7K - $23.7K
6.88K $225K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-8.83K
- 21.73%
$9.19 - $12.93 $81.1K - $114K
31.8K $355K
WY
Weyerhaeuser CO

Real Estate
-2.43K
- 5.83%
$27.29 - $31.39 $66.3K - $76.2K
39.2K $1.15M
FTV
Fortive Corp

Technology
-55
- 0.51%
$71.82 - $82.98 $3.95K - $4.56K
10.6K $779K
HSIC
Henry Schein Inc

Healthcare
-279
- 4.57%
$68.49 - $81.91 $19.1K - $22.9K
5.83K $399K
TRMB
Trimble Inc.

Technology
-42
- 1.08%
$65.52 - $77.49 $2.75K - $3.25K
3.85K $252K
NIO
Nio Inc.

Consumer Cyclical
-1.97K
- 7.12%
$3.75 - $5.22 $7.4K - $10.3K
25.7K $98K
ABCB
Ameris Bancorp

Financial Services
-62
- 1.65%
$55.56 - $68.47 $3.44K - $4.25K
3.69K $212K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-2.23K
- 14.23%
$13.05 - $13.97 $29K - $31.1K
13.4K $182K
CHK
Chesapeake Energy Corp

Energy
-252
- 11.56%
N/A
1.93K $165K
NUE
Nucor Corp

Basic Materials
-386
- 5.41%
$114.48 - $142.52 $44.2K - $55K
6.75K $811K
AVB
Avalonbay Communities Inc

Real Estate
-21
- 0.76%
$207.86 - $228.08 $4.37K - $4.79K
2.76K $591K
IVT
Inven Trust Properties Corp.

Real Estate
-511
- 6.79%
$28.36 - $30.77 $14.5K - $15.7K
7.02K $206K
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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