Sequoia Financial Advisors, LLC Banks—Regional

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.8B
$8.95 Million 0.08% of portfolio
596,294
Q1 2025 Added 22.48%
$59.3B
$7.27 Million 0.06% of portfolio
172,295
Q1 2025 Added 30.57%
$7.59B
$5.43 Million 0.05% of portfolio
70,635
Q1 2025 Reduced 9.49%
$6.71B
$3.48 Million 0.03% of portfolio
69,770
Q1 2025 Added 3.95%
$64B
$2.71 Million 0.02% of portfolio
15,406
Q1 2025 Added 7.91%
$116B
$2.38 Million 0.02% of portfolio
75,361
Q1 2025 Reduced 32.06%
$134B
$2.19 Million 0.02% of portfolio
32,940
Q1 2025 Added 13.41%
$1.49B
$1.86 Million 0.02% of portfolio
154,776
Q1 2025 Added 6.79%
$1.75B
$1.76 Million 0.02% of portfolio
56,723
Q1 2025 New
$50B
$1.58 Million 0.01% of portfolio
38,333
Q1 2025 Added 9.22%
$13.7B
$1.1 Million 0.01% of portfolio
68,857
Q1 2025 Added 4.79%
$1.14B
$1.02 Million 0.01% of portfolio
47,178
Q1 2025 Reduced 14.08%
$18.4B
$1.01 Million 0.01% of portfolio
24,714
Q1 2025 Added 8.03%
$4.59B
$850,000 0.01% of portfolio
24,518
Q1 2025 New
$8.7B
$835,000 0.01% of portfolio
25,030
Q1 2025 Added 1.39%
$28.9B
$813,000 0.01% of portfolio
4,553
Q1 2025 Reduced 3.7%
$23.4B
$767,000 0.01% of portfolio
14,178
Q1 2025 Reduced 2.55%
$1.7B
$760,000 0.01% of portfolio
6,980
Q4 2024 Reduced 2.45%
$17.8B
$684,000 0.01% of portfolio
19,784
Q1 2025 Reduced 7.75%
$62.7B
$603,000 0.01% of portfolio
109,517
Q1 2025 Added 5.6%
$24.2B
$595,000 0.01% of portfolio
15,182
Q1 2025 Reduced 6.0%
$2.1B
$576,000 0.0% of portfolio
9,036
Q1 2025 Reduced 0.11%
$367M
$526,000 0.0% of portfolio
30,732
Q1 2025 Reduced 0.98%
$2.7B
$518,000 0.0% of portfolio
9,810
Q1 2025 New
$18.9B
$511,000 0.0% of portfolio
23,544
Q1 2025 Reduced 3.9%
$6.97B
$481,000 0.0% of portfolio
5,218
Q1 2025 Reduced 0.69%
$6.1B
$414,000 0.0% of portfolio
19,551
Q1 2025 Added 2.0%
$3.63B
$377,000 0.0% of portfolio
30,467
Q1 2025 Added 0.15%
$52.3B
$359,000 0.0% of portfolio
15,089
Q1 2025 Added 6.34%
$60.2B
$352,000 0.0% of portfolio
64,009
Q1 2025 Added 57.63%
$445M
$337,000 0.0% of portfolio
25,843
Q1 2025 Reduced 17.41%
$1.15B
$316,000 0.0% of portfolio
3,779
Q1 2025 Reduced 1.23%
$15.7B
$291,000 0.0% of portfolio
1,568
Q1 2025 Added 0.84%
$66.4B
$287,000 0.0% of portfolio
75,371
Q1 2025 Added 10.57%
$2.58B
$284,000 0.0% of portfolio
15,396
Q1 2025 Reduced 2.8%
$2.63B
$247,000 0.0% of portfolio
15,096
Q3 2024 Added 0.39%
$1.5B
$240,000 0.0% of portfolio
16,029
Q1 2025 Reduced 0.67%
$26.7B
$233,000 0.0% of portfolio
126
Q1 2025 Reduced 59.09%
$317M
$218,000 0.0% of portfolio
10,973
Q1 2025 Added 2.52%
$2.4B
$215,000 0.0% of portfolio
1,424
Q4 2024 New
$3.89B
$212,000 0.0% of portfolio
3,686
Q1 2025 Reduced 1.65%
$2.65B
$206,000 0.0% of portfolio
3,298
Q1 2025 Reduced 15.44%
$155M
$205,000 0.0% of portfolio
19,429
Q1 2025 Reduced 1.78%
$1.2B
$160,000 0.0% of portfolio
15,347
Q1 2025 Reduced 6.6%
$105M
$152,000 0.0% of portfolio
15,000
Q2 2023 New
$287M
$128,000 0.0% of portfolio
10,967
Q4 2022 New
$25.4B
$111,000 0.0% of portfolio
49,906
Q1 2025 Added 263.51%
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