Sequoia Financial Advisors, LLC Sells in Q3 2024

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-5.91K
- 52.8%
$50.63 - $51.11 $299K - $302K
5.28K $269K
VNLA
Janus Henderson Short Duration

ETFs
-5.88K
- 53.26%
$48.34 - $49.08 $284K - $289K
5.16K $253K
NKE
Nike, Inc.

Consumer Cyclical
-6.08K
- 30.17%
$71.09 - $89.44 $433K - $544K
14.1K $1.24M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-2.43K
- 56.53%
$115.7 - $167.81 $281K - $408K
1.87K $312K
GVI
Ishares Tr

ETFs
-4.36K
- 6.49%
$103.17 - $107.43 $450K - $468K
62.8K $6.73M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-3.84K
- 36.59%
$49.7 - $56.11 $191K - $215K
6.65K $365K
KEYS
Keysight Technologies, Inc.

Technology
-5.6K
- 18.04%
$119.86 - $158.87 $671K - $890K
25.4K $4.04M
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.08K
- 16.46%
$194.66 - $225.97 $211K - $245K
5.5K $1.21M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-4.43K
- 14.85%
$50.15 - $51.27 $222K - $227K
25.4K $1.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.06K
- 11.92%
$50.25 - $50.74 $204K - $206K
30K $1.52M
ASX
Ase Technology Holding Co., Ltd.

Technology
-3.14K
- 3.25%
$8.6 - $12.5 $27K - $39.3K
93.7K $914K
SPG
Simon Property Group Inc

Real Estate
-1.75K
- 28.2%
$146.09 - $170.11 $256K - $298K
4.46K $753K
COIN
Coinbase Global, Inc.

Technology
-165
- 4.73%
$147.09 - $265.15 $24.3K - $43.7K
3.33K $592K
CDNS
Cadence Design Systems Inc

Technology
-96
- 2.64%
$246.84 - $321.11 $23.7K - $30.8K
3.54K $958K
BIIB
Biogen Inc.

Healthcare
-285
- 11.04%
$189.07 - $236.8 $53.9K - $67.5K
2.3K $445K
ALC
Alcon Inc

Healthcare
-2.6K
- 26.51%
$88.07 - $100.79 $229K - $262K
7.2K $720K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-3.16K
- 36.99%
$49.82 - $52.8 $157K - $167K
5.38K $282K
VVV
Valvoline Inc

Energy
-2.86K
- 30.75%
$38.64 - $47.6 $110K - $136K
6.44K $269K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-349
- 15.89%
$129.86 - $184.59 $45.3K - $64.4K
1.85K $258K
CE
Celanese Corp

Basic Materials
-937
- 33.31%
$119.16 - $147.51 $112K - $138K
1.88K $255K
ABNB
Airbnb, Inc.

Consumer Cyclical
-161
- 3.87%
$113.01 - $154.34 $18.2K - $24.8K
4K $507K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-3.88K
- 4.46%
$11.38 - $14.48 $44.2K - $56.2K
83.1K $1.05M
URBN
Urban Outfitters Inc

Consumer Cyclical
-56
- 0.14%
$34.35 - $48.06 $1.92K - $2.69K
40.8K $1.56M
IWR
Ishares Russell Mid Cap ETF

ETFs
-5.41K
- 10.47%
$79.92 - $88.19 $432K - $477K
46.2K $4.07M
HSY
Hershey CO

Consumer Defensive
-779
- 16.45%
$182.45 - $203.25 $142K - $158K
3.96K $758K
CTRA
Coterra Energy Inc.

Energy
-1.21K
- 4.0%
$22.62 - $27.37 $27.3K - $33K
28.9K $692K
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.17K
- 9.52%
$98.01 - $106.59 $115K - $125K
11.1K $1.17M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.13K
- 31.37%
$106.11 - $113.72 $120K - $128K
2.47K $278K
NGVT
Ingevity Corp

Basic Materials
-490
- 2.8%
$32.91 - $47.24 $16.1K - $23.1K
17K $663K
FMX
Mexican Economic Development Inc

Consumer Defensive
-351
- 5.31%
$98.71 - $118.83 $34.6K - $41.7K
6.26K $617K
HES
Hess Corp

Energy
-361
- 9.34%
$126.3 - $155.44 $45.6K - $56.1K
3.51K $476K
VDE
Vanguard Energy ETF

ETFs
-570
- 13.03%
$117.44 - $131.06 $66.9K - $74.7K
3.8K $465K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-3.24K
- 17.36%
$33.61 - $35.94 $109K - $117K
15.4K $555K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-96
- 3.96%
$233.4 - $302.36 $22.4K - $29K
2.33K $631K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-5.58K
- 10.31%
$9.27 - $11.62 $51.7K - $64.8K
48.5K $493K
XLI
Industrial Sector Spdr

ETFs
-8.16K
- 10.88%
$120.56 - $135.44 $983K - $1.1M
66.8K $9.05M
GNR
Spdr S&P Global Natural Resour

ETFs
-1.92K
- 12.69%
$53.02 - $57.84 $102K - $111K
13.2K $762K
DDOG
Datadog, Inc.

Technology
-353
- 14.31%
$104.97 - $134.56 $37.1K - $47.5K
2.11K $243K
WST
West Pharmaceutical Services Inc

Healthcare
-121
- 10.13%
$277.16 - $333.3 $33.5K - $40.3K
1.07K $322K
DNOW
Now Inc.

Energy
-252
- 0.31%
$11.61 - $15.36 $2.93K - $3.87K
79.9K $1.03M
NUE
Nucor Corp

Basic Materials
-121
- 1.9%
$137.77 - $166.14 $16.7K - $20.1K
6.26K $940K
PDD
Pinduoduo Inc.

Consumer Cyclical
-556
- 13.2%
$89.17 - $151.11 $49.6K - $84K
3.66K $493K
CVE
Cenovus Energy Inc.

Energy
-873
- 4.98%
$16.17 - $20.65 $14.1K - $18K
16.6K $278K
FN
Fabrinet

Technology
-190
- 7.41%
$193.84 - $273.5 $36.8K - $52K
2.38K $561K
ICL
Icl Group Ltd.

Basic Materials
-15.3K
- 41.83%
$3.8 - $4.65 $58K - $71K
21.2K $90K
ROG
Rogers Corp

Technology
-342
- 10.32%
$97.9 - $133.4 $33.5K - $45.6K
2.97K $335K
LPL
Lg Display Co., Ltd.

Technology
-14.9K
- 26.39%
$3.66 - $4.81 $54.6K - $71.7K
41.6K $168K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-370
- 12.11%
$386.81 - $423.12 $143K - $157K
2.69K $1.14M
FCX
Freeport Mcmoran Inc

Basic Materials
-2.03K
- 6.34%
$39.52 - $51.92 $80K - $105K
29.9K $1.49M
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
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email