Sequoia Financial Advisors, LLC Sells in Q1 2025

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MLI
Mueller Industries Inc

Industrials
-50
- 1.01%
$76.14 - $82.67 $3.81K - $4.13K
4.89K $372K
BALL
Ball Corp

Consumer Cyclical
-107
- 2.2%
$49.04 - $56.53 $5.25K - $6.05K
4.77K $248K
EMN
Eastman Chemical CO

Basic Materials
-104
- 3.88%
$87.05 - $103.47 $9.05K - $10.8K
2.58K $226K
VNLA
Janus Henderson Short Duration

ETFs
-389
- 7.54%
$48.89 - $49.21 $19K - $19.1K
4.77K $234K
REI
Ring Energy, Inc.

Energy
-9.85K
- 30.32%
$1.09 - $1.51 $10.7K - $14.9K
22.6K $26K
XLB
Select Sector Spdr Fd Material

ETFs
-320
- 6.77%
$83.19 - $90.99 $26.6K - $29.1K
4.41K $379K
AES
Aes Corp

Utilities
-910
- 8.12%
$9.93 - $13.23 $9.04K - $12K
10.3K $127K
BW
Babcock & Wilcox Enterprises, Inc.

Industrials
-81
- 0.5%
$0.67 - $1.81 $54.3 - $147
16K $10K
PHG
Koninklijke Philips Nv

Healthcare
-621
- 6.95%
$24.92 - $28.61 $15.5K - $17.8K
8.31K $211K
CLBK
Columbia Financial, Inc.

Financial Services
-108
- 0.67%
$14.76 - $16.27 $1.59K - $1.76K
16K $240K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-277
- 3.41%
$25.93 - $29.28 $7.18K - $8.11K
7.84K $212K
HUM
Humana Inc

Healthcare
-138
- 7.18%
$249.11 - $303.11 $34.4K - $41.8K
1.79K $472K
MKC
Mccormick & CO Inc

Consumer Defensive
-583
- 10.42%
$71.24 - $84.73 $41.5K - $49.4K
5.01K $412K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-97
- 0.69%
$90.0 - $96.32 $8.73K - $9.34K
13.9K $1.28M
L
Loews Corp

Financial Services
-501
- 11.3%
$81.13 - $91.91 $40.6K - $46K
3.93K $361K
PFBC
Preferred Bank

Financial Services
-47
- 1.23%
$81.03 - $93.15 $3.81K - $4.38K
3.78K $316K
BPOP
Popular, Inc.

Financial Services
-36
- 0.69%
$87.14 - $106.33 $3.14K - $3.83K
5.22K $481K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-255
- 6.0%
$69.87 - $75.62 $17.8K - $19.3K
4K $289K
AGO
Assured Guaranty LTD

Financial Services
-72
- 2.54%
$82.9 - $95.47 $5.97K - $6.87K
2.76K $243K
WSO
Watsco Inc

Industrials
-70
- 9.31%
$463.86 - $530.75 $32.5K - $37.2K
682 $346K
SAVA
Cassava Sciences Inc

Healthcare
-336
- 3.09%
$1.5 - $3.02 $504 - $1.01K
10.5K $15K
EQC
Equity Commonwealth

Real Estate
-2.14K
- 6.22%
$1.59 - $1.86 $3.4K - $3.98K
32.2K $51K
TEF
Telefonica S A

Communication Services
-5.02K
- 22.51%
$3.89 - $4.73 $19.5K - $23.7K
17.3K $80K
ALKS
Alkermes Plc.

Healthcare
-1.25K
- 16.75%
$28.08 - $36.0 $35.2K - $45.1K
6.22K $205K
NOCT
Innovator Growth 100 Power Buf

ETFs
-1
- 0.02%
$49.54 - $52.84 $49.5 - $52.8
5.66K $281K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
-1
- 0.01%
$3.0 - $4.24 $3 - $4.24
10.6K $33K
BERY
Berry Global Group, Inc.

Consumer Cyclical
-415
- 10.31%
$64.35 - $73.03 $26.7K - $30.3K
3.61K $252K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
-439
- 0.79%
$0.17 - $0.42 $74.6 - $184
55.1K $10K
PSO
Pearson PLC

Communication Services
-431
- 3.09%
$15.45 - $17.75 $6.66K - $7.65K
13.5K $216K
EXR
Extra Space Storage Inc.

Real Estate
-26
- 0.92%
$143.8 - $161.28 $3.74K - $4.19K
2.79K $414K
SSL
Sasol LTD

Basic Materials
-657
- 4.89%
$4.07 - $5.4 $2.67K - $3.55K
12.8K $54K
CRS
Carpenter Technology Corp

Industrials
-159
- 8.27%
$172.39 - $212.53 $27.4K - $33.8K
1.76K $319K
EXPD
Expeditors International Of Washington Inc

Industrials
-303
- 10.0%
$109.09 - $126.48 $33.1K - $38.3K
2.73K $328K
GNW
Genworth Financial Inc

Financial Services
-1.04K
- 7.64%
$6.44 - $7.42 $6.7K - $7.72K
12.6K $89K
STAG
Stag Industrial, Inc.

Real Estate
-562
- 8.3%
$32.39 - $37.07 $18.2K - $20.8K
6.21K $224K
VFH
Vanguard Financial ETF

ETFs
-99
- 2.34%
$114.07 - $127.34 $11.3K - $12.6K
4.13K $493K
RACE
Ferrari N.V.

Consumer Cyclical
-39
- 0.84%
$413.73 - $508.15 $16.1K - $19.8K
4.6K $1.97M
VHT
Vanguard Health Care ETF

ETFs
-925
- 4.23%
$254.06 - $273.83 $235K - $253K
20.9K $5.55M
TAP
Molson Coors Beverage CO

Consumer Defensive
-258
- 6.51%
$52.44 - $62.91 $13.5K - $16.2K
3.71K $225K
VRT
Vertiv Holdings CO

Industrials
-11
- 0.14%
N/A
7.75K $671K
USRT
Ishares Core U.S. Reit ETF

ETFs
-40
- 0.82%
$55.14 - $60.29 $2.21K - $2.41K
4.85K $279K
Corpay Inc
-309
- 20.28%
N/A
1.22K $0
ARCC
Ares Capital Corp

Financial Services
-123
- 1.17%
$21.28 - $23.81 $2.62K - $2.93K
10.4K $230K
Brookfield Asset Managmt LTD
-50.6K
- 14.87%
N/A
289K $0
Masterbrand Inc
-903
- 7.53%
N/A
11.1K $0
Brookfield Corp
-112K
- 12.21%
N/A
807K $0
Annaly Capital Management In
-52.9K
- 22.15%
N/A
186K $0
CRH.L
Crh PLC

Basic Materials
-313
- 3.18%
N/A
9.53K $0
Howard Hughes Holdings Inc
-3.78K
- 11.17%
N/A
30.1K $0
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
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