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
CPNG
Coupang, Inc.

Consumer Cyclical
-129
- 0.18%
$19.79 - $24.92 $2.55K - $3.21K
72K $1.77M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-461
- 0.62%
$41.02 - $46.01 $18.9K - $21.2K
73.5K $3.34M
AFL
Aflac Inc

Financial Services
-191
- 1.35%
$88.52 - $111.8 $16.9K - $21.4K
13.9K $1.56M
CEG
Constellation Energy Corp

Utilities
-908
- 10.06%
$167.08 - $262.86 $152K - $239K
8.12K $2.11M
GII
Spdr S&P Global Infrasture ETF

ETFs
-2.03K
- 3.31%
$54.45 - $61.92 $111K - $126K
59.3K $3.66M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-10.5K
- 4.14%
$57.32 - $62.65 $604K - $660K
244K $15.2M
OMC
Omnicom Group Inc.

Communication Services
-3.97K
- 7.54%
$87.69 - $103.9 $348K - $412K
48.6K $5.03M
GIS
General Mills Inc

Consumer Defensive
-505
- 1.34%
$62.5 - $75.15 $31.6K - $38K
37.3K $2.75M
VT
Vanguard Total World Stk Index

ETFs
-456
- 0.77%
$107.72 - $119.96 $49.1K - $54.7K
58.7K $7.03M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-9.99K
- 2.88%
$31.05 - $34.29 $310K - $343K
337K $11.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.76K
- 1.98%
$25.45 - $29.53 $95.6K - $111K
186K $5.42M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-853
- 1.13%
$73.43 - $80.37 $62.6K - $68.6K
74.3K $5.97M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-14
- 0.11%
$72.18 - $107.33 $1.01K - $1.5K
12.4K $1.32M
APD
Air Products & Chemicals, Inc.

Basic Materials
-901
- 4.59%
$247.34 - $300.11 $223K - $270K
18.7K $5.58M
NI
Nisource Inc.

Utilities
-15.8K
- 8.19%
$28.54 - $34.64 $452K - $548K
177K $6.15M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.77K
- 0.94%
$38.51 - $41.69 $107K - $116K
291K $12.1M
O
Realty Income Corp

Real Estate
-9.82K
- 8.42%
$52.36 - $63.42 $514K - $622K
107K $6.77M
WEC
Wec Energy Group, Inc.

Utilities
-3.71K
- 6.51%
$77.68 - $96.19 $288K - $356K
53.2K $5.12M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-4.63K
- 2.02%
$50.99 - $57.81 $236K - $268K
224K $12.8M
LNG
Cheniere Energy, Inc.

Energy
-171
- 0.12%
$172.24 - $186.09 $29.5K - $31.8K
144K $26M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-16.5K
- 2.89%
$27.15 - $30.78 $449K - $509K
555K $16.9M
HBAN
Huntington Bancshares Inc

Financial Services
-11.4K
- 1.97%
$12.84 - $15.15 $146K - $173K
569K $8.36M
DFIV
Dimensional ETF Tr

ETFs
-7.09K
- 1.25%
$34.66 - $38.38 $246K - $272K
562K $21.4M
IWM
Ishares Russell 2000 ETF

ETFs
-418
- 0.71%
$200.87 - $224.6 $84K - $93.9K
58.8K $13M
NOW
Service Now, Inc.

Technology
-1.8K
- 7.38%
$730.87 - $937.36 $1.31M - $1.68M
22.6K $20.2M
TDVG
T Rowe Price Exchange Traded F

Technology
-17.8K
- 2.4%
$37.87 - $40.96 $675K - $730K
725K $29.7M
CRM
Salesforce, Inc.

Technology
-3K
- 2.56%
$238.42 - $276.53 $715K - $829K
114K $31.2M
JCI
Johnson Controls International PLC

Industrials
-18.6K
- 7.79%
$65.52 - $77.61 $1.22M - $1.44M
220K $17.1M
GILD
Gilead Sciences, Inc.

Healthcare
-742
- 0.77%
$66.59 - $83.99 $49.4K - $62.3K
95.7K $8.03M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-6.47K
- 1.05%
$60.84 - $67.51 $394K - $437K
611K $41.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-18.6K
- 2.08%
$61.11 - $67.85 $1.13M - $1.26M
874K $59.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.16K
- 1.32%
$162.83 - $179.16 $351K - $386K
161K $28.8M
SHW
Sherwin Williams CO

Basic Materials
-6.47K
- 11.89%
$294.65 - $384.0 $1.91M - $2.48M
47.9K $18.3M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-50K
- 3.14%
$56.04 - $62.2 $2.8M - $3.11M
1.54M $96M
FNDF
Schwab Fundamental Intl Large

ETFs
-232
- 0.02%
$33.67 - $37.71 $7.81K - $8.75K
1.39M $51.9M
PLTR
Palantir Technologies Inc.

Technology
-2.27K
- 0.77%
$24.09 - $37.95 $54.6K - $86K
290K $10.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-601
- 0.41%
$517.38 - $573.86 $311K - $345K
146K $83.6M
GLD
Spdr Gold Trust

ETFs
-42K
- 8.29%
$215.56 - $246.98 $9.05M - $10.4M
464K $113M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-3
- -0.0%
$72.01 - $84.34 $216 - $253
577K $46.9M
VICI
Vici Properties Inc.

Real Estate
-38
- -0.0%
$27.64 - $34.08 $1.05K - $1.3K
1.42M $47.5M
VTV
Vanguard Value ETF

ETFs
-7.76K
- 1.2%
$159.75 - $174.57 $1.24M - $1.35M
638K $111M
AMT
American Tower Corp

Real Estate
-61
- 0.03%
$192.27 - $242.73 $11.7K - $14.8K
222K $51.7M
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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