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
Te Connectivity PLC
-466
- 6.36%
N/A
6.86K $0
Veralto Corp
-116
- 1.85%
N/A
6.17K $0
Teekay Corporation LTD
-22
- 0.04%
N/A
56.4K $0
Sunrise Communications Ag
-20.5K
- 23.44%
N/A
66.8K $0
Grayscale Ethereum Trust ETF
-3.77K
- 20.21%
N/A
14.9K $0
MOGA
Moog Inc Cla
-28
- 2.23%
N/A
1.23K $0
Aegon LTD
-472
- 2.09%
N/A
22.1K $0
Vitesse Energy Inc
-829
- 7.16%
N/A
10.7K $0
Liberty Global LTD
-8.43K
- 29.0%
N/A
20.6K $0
Kenvue Inc
-3.36K
- 11.45%
N/A
26K $0
ILCG
Ishares Morningstar Growth ETF
-24
- 0.64%
N/A
3.74K $0
Ferguson Enterprises Inc
-354
- 12.8%
N/A
2.41K $0
Liberty Media Corp Del
-64
- 1.56%
N/A
4.05K $0
Liberty Media Corp Del
-71
- 1.45%
N/A
4.82K $0
Root Inc
-1.45K
- 30.21%
N/A
3.35K $0
Siriusxm Holdings Inc
-2K
- 12.27%
N/A
14.3K $0
Cooper Cos Inc
-278
- 6.79%
N/A
3.81K $0
J P Morgan Exchange Traded F
-1.33K
- 8.65%
N/A
14.1K $0
UHALB
Amerco Com Ser N
-84
- 1.71%
N/A
4.84K $0
Lam Research Corp
-1.74K
- 2.52%
N/A
67.3K $0
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-54
- 0.82%
$94.87 - $96.11 $5.12K - $5.19K
6.57K $630K
INVH
Invitation Homes Inc.

Real Estate
-590
- 7.92%
$30.28 - $34.85 $17.9K - $20.6K
6.86K $239K
WCN
Waste Connections, Inc.

Industrials
-768
- 11.98%
$169.89 - $195.19 $130K - $150K
5.64K $1.1M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
-759
- 8.75%
$73.82 - $89.02 $56K - $67.6K
7.92K $680K
DVA
Davita Inc.

Healthcare
-22
- 1.16%
$140.0 - $177.35 $3.08K - $3.9K
1.88K $286K
MPW
Medical Properties Trust Inc

Real Estate
-6.97K
- 30.48%
$3.83 - $6.21 $26.7K - $43.3K
15.9K $95K
LOGI
Logitech International S.A.

Technology
-7
- 0.25%
$81.64 - $105.06 $571 - $735
2.77K $233K
JBGS
Jbg Smith Properties

Real Estate
-208
- 1.65%
$14.0 - $16.11 $2.91K - $3.35K
12.4K $199K
EVRG
Evergy, Inc.

Utilities
-241
- 7.39%
$59.9 - $69.52 $14.4K - $16.8K
3.02K $208K
TAL
Tal Education Group

Consumer Defensive
-3.32K
- 20.0%
$9.04 - $14.79 $30K - $49.1K
13.3K $175K
SSNC
Ss&C Technologies Holdings Inc

Technology
-212
- 6.23%
$74.75 - $89.13 $15.8K - $18.9K
3.19K $266K
CMPX
Compass Therapeutics, Inc.

Healthcare
-2.94K
- 9.53%
$1.4 - $3.9 $4.12K - $11.5K
27.9K $53K
NRG
Nrg Energy, Inc.

Utilities
-118
- 2.7%
$84.82 - $113.33 $10K - $13.4K
4.25K $405K
CNP
Centerpoint Energy Inc

Utilities
-517
- 7.37%
$30.87 - $36.25 $16K - $18.7K
6.5K $235K
SPNT
Sirius Point LTD

Financial Services
-30
- 0.19%
$13.91 - $17.29 $417 - $519
16K $277K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-158
- 1.92%
$36.6 - $39.56 $5.78K - $6.25K
8.07K $313K
MAA
Mid America Apartment Communities Inc.

Real Estate
-26
- 1.63%
$146.9 - $170.92 $3.82K - $4.44K
1.57K $262K
FE
Firstenergy Corp

Utilities
-114
- 0.34%
$37.95 - $43.5 $4.33K - $4.96K
33.8K $1.37M
MMSI
Merit Medical Systems Inc

Healthcare
-23
- 0.91%
$95.64 - $110.29 $2.2K - $2.54K
2.49K $263K
CTRA
Coterra Energy Inc.

Energy
-3.06K
- 9.4%
$25.51 - $29.83 $78K - $91.2K
29.5K $851K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
-1.41K
- 10.31%
$14.09 - $18.05 $19.8K - $25.4K
12.2K $218K
SBAC
Sba Communications Corp

Real Estate
-144
- 4.12%
$192.76 - $224.91 $27.8K - $32.4K
3.35K $737K
SIL
Global X Silver Miners ETF

ETFs
-558
- 8.85%
$31.91 - $40.68 $17.8K - $22.7K
5.75K $226K
NAK
Northern Dynasty Minerals LTD

Basic Materials
-24.5K
- 25.79%
$0.58 - $1.22 $14.2K - $29.9K
70.5K $81K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-1.4K
- 1.76%
$25.44 - $27.95 $35.6K - $39.1K
78K $2.11M
SSRM
Ssr Mining Inc.

Basic Materials
-1.38K
- 10.0%
$7.06 - $11.21 $9.72K - $15.4K
12.4K $124K
CSCO
Cisco Systems, Inc.

Technology
-5.89K
- 3.77%
$58.74 - $64.87 $346K - $382K
150K $9.27M
RS
Reliance Steel & Aluminum CO

Basic Materials
-72
- 2.77%
$266.61 - $302.66 $19.2K - $21.8K
2.53K $730K
TME
Tencent Music Entertainment Group

Communication Services
-1.63K
- 9.09%
$10.28 - $15.09 $16.7K - $24.6K
16.3K $234K
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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