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
SCHR
Schwab Intermediate Term Us Tr

ETFs
-602
- 3.97%
$48.4 - $50.91 $29.1K - $30.6K
14.6K $736K
WY
Weyerhaeuser CO

Real Estate
-7.66K
- 16.23%
$27.05 - $33.84 $207K - $259K
39.6K $1.34M
ALK
Alaska Air Group, Inc.

Industrials
-665
- 11.64%
$32.92 - $45.21 $21.9K - $30.1K
5.05K $228K
IX
Orix Corp

Financial Services
-188
- 4.22%
$102.71 - $125.1 $19.3K - $23.5K
4.26K $494K
AGO
Assured Guaranty LTD

Financial Services
-105
- 3.52%
$74.0 - $82.52 $7.77K - $8.66K
2.88K $229K
HPP
Hudson Pacific Properties, Inc.

Real Estate
-39
- 0.23%
$4.4 - $6.01 $172 - $234
17K $81K
APTV
Aptiv PLC

Consumer Cyclical
-128
- 2.51%
$65.39 - $74.24 $8.37K - $9.5K
4.97K $357K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-207
- 5.06%
$50.85 - $53.88 $10.5K - $11.2K
3.88K $208K
Wells Fargo CO New
-6
- 0.61%
N/A
979 $0
J P Morgan Exchange Traded F
-5.89K
- 19.87%
N/A
23.7K $0
Innovator Etfs Trust
-6.4K
- 30.0%
N/A
14.9K $0
Mind Medicine Mindmed Inc
-110
- 0.66%
N/A
16.6K $0
MOGA
Moog Inc Cla
-48
- 3.8%
N/A
1.21K $0
America Movil Sab De Cv
-1.61K
- 12.49%
N/A
11.2K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
-2.07K
- 21.02%
N/A
7.77K $0
Flutter Entmt PLC
-14
- 0.75%
N/A
1.86K $0
Sila Realty Trust Inc
-266
- 2.37%
N/A
11K $0
Labcorp Holdings Inc
-94
- 0.07%
N/A
135K $0
Aegon LTD
-4
- 0.02%
N/A
22.7K $0
Rb Global Inc
-172
- 5.56%
N/A
2.92K $0
Ftai Aviation LTD
-519
- 2.94%
N/A
17.1K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-742
- 10.25%
N/A
6.49K $0
Thomson Reuters Corp.
-145
- 5.27%
N/A
2.61K $0
Tko Group Holdings Inc
-22
- -0.0%
N/A
470K $0
SID
National Steel CO

Basic Materials
-620
- 3.77%
$1.99 - $2.47 $1.23K - $1.53K
15.8K $37K
Healthcare Rlty Tr
-6
- 0.04%
N/A
13.4K $0
CVBF
Cvb Financial Corp

Financial Services
-511
- 3.09%
$16.43 - $20.04 $8.4K - $10.2K
16K $285K
INN
Summit Hotel Properties, Inc.

Real Estate
-3.9K
- 12.44%
$5.67 - $7.0 $22.1K - $27.3K
27.4K $188K
PSO
Pearson PLC

Communication Services
-978
- 7.0%
$12.39 - $14.05 $12.1K - $13.7K
13K $176K
CFFN
Capitol Federal Financial, Inc.

Financial Services
-706
- 4.03%
$5.34 - $6.75 $3.77K - $4.77K
16.8K $98K
WABC
Westamerica Bancorporation

Financial Services
-7
- 0.14%
$47.62 - $57.4 $333 - $402
4.82K $238K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-30
- 0.75%
$76.38 - $78.87 $2.29K - $2.37K
3.95K $310K
NCNO
N Cino, Inc.

Technology
-22
- 0.04%
$29.0 - $35.0 $638 - $770
56.5K $1.78M
NOCT
Innovator Growth 100 Power Buf

ETFs
-2
- 0.04%
$47.88 - $49.91 $95.8 - $99.8
5.67K $282K
GNW
Genworth Financial Inc

Financial Services
-755
- 5.32%
$5.95 - $6.98 $4.49K - $5.27K
13.4K $91K
CPB
Campbell Soup CO

Consumer Defensive
-6.07K
- 7.47%
$45.01 - $51.89 $273K - $315K
75.1K $3.68M
HEI
Heico Corp

Industrials
-126
- 11.97%
$220.59 - $267.96 $27.8K - $33.8K
927 $242K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-17
- 0.36%
$66.55 - $74.93 $1.13K - $1.27K
4.67K $336K
CIG
Energy CO Of Minas Gerais

Utilities
-4.84K
- 7.81%
$1.76 - $2.19 $8.52K - $10.6K
57.2K $117K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-358
- 3.13%
$71.45 - $75.64 $25.6K - $27.1K
11.1K $830K
FLO
Flowers Foods Inc

Consumer Defensive
-19
- 0.18%
$21.44 - $23.77 $407 - $452
10.4K $239K
HII
Huntington Ingalls Industries, Inc.

Industrials
-21
- 2.41%
$241.93 - $282.86 $5.08K - $5.94K
852 $225K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-368
- 7.56%
$37.86 - $51.12 $13.9K - $18.8K
4.5K $226K
FNV
Franco Nevada Corp

Basic Materials
-18
- 0.74%
$116.95 - $131.12 $2.11K - $2.36K
2.41K $299K
TK
Teekay Corp

Energy
-46
- 0.08%
$7.28 - $9.39 $335 - $432
56.6K $520K
SR
Spire Inc

Utilities
-237
- 5.36%
$59.15 - $67.77 $14K - $16.1K
4.19K $281K
TIP
Ishares Tr Tips Bd ETF

ETFs
-18
- 0.42%
$105.92 - $110.83 $1.91K - $1.99K
4.26K $470K
DEA
Easterly Government Properties, Inc.

Real Estate
-33
- 0.28%
$12.21 - $14.1 $403 - $465
11.7K $159K
XBAP
Innovator ETF Tr Us Equity Acc
-4
- 0.03%
$31.28 - $33.37 $125 - $133
13.2K $440K
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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