Sequoia Financial Advisors, LLC Purchases in Q4 2024

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
2.3K
+ 57400.0%
$664750.0 - $724132.5 $1.53B - $1.66B
2.3K $1.57B
VTI
Vanguard Total Stock Market Et

ETFs
227K
+ 7.61%
$280.04 - $302.45 $63.5M - $68.6M
3.21M $930M
CRM
Salesforce, Inc.

Technology
146K
+ 128.04%
$270.87 - $367.87 $39.6M - $53.8M
260K $87M
AAPL
Apple Inc.

Technology
114K
+ 8.52%
$221.69 - $259.02 $25.3M - $29.5M
1.45M $364M
BND
Vanguard Bd Index Fd Inc Total

ETFs
698K
+ 6308.61%
$71.75 - $75.11 $50.1M - $52.4M
709K $51M
BNDX
Vanguard Total International B

ETFs
935K
New
$48.91 - $50.61 $45.7M - $47.3M
935K $45.9M
AVGO
Broadcom Inc.

Technology
34.7K
+ 6.74%
$159.67 - $250.0 $5.54M - $8.68M
550K $128M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
166K
New
$201.32 - $217.44 $33.5M - $36.2M
166K $34.4M
NVDA
Nvidia Corp

Technology
52.6K
+ 2.51%
$117.0 - $148.88 $6.16M - $7.83M
2.15M $289M
VBR
Vanguard Small Cap Value ETF

ETFs
170K
+ 1545.51%
$197.36 - $217.3 $33.6M - $37M
181K $35.9M
V
Visa Inc.

Financial Services
71.3K
+ 48.91%
$273.87 - $320.91 $19.5M - $22.9M
217K $68.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
169K
+ 4871.54%
$160.89 - $176.18 $27.1M - $29.7M
172K $27.8M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
234K
+ 9157.35%
$114.08 - $125.68 $26.6M - $29.4M
236K $27M
XLC
Select Sector Spdr Tr Communic

ETFs
272K
New
$89.66 - $102.16 $24.3M - $27.7M
272K $26.3M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
281K
+ 6039.62%
$88.59 - $94.57 $24.9M - $26.6M
286K $25.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
320K
+ 8092.74%
$77.02 - $78.58 $24.6M - $25.1M
324K $25M
VEA
Vanguard Ftse Developed Market

ETFs
497K
+ 384.93%
$47.57 - $52.44 $23.7M - $26.1M
627K $30M
EFV
Msci Eafe Value ETF

ETFs
436K
+ 4690.22%
$51.78 - $57.15 $22.6M - $24.9M
445K $23.4M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
204K
+ 8256.27%
$109.14 - $121.63 $22.3M - $24.8M
207K $22.7M
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
1.42M
New
$15.07 - $15.75 $21.4M - $22.4M
1.42M $21.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
121K
+ 1472.02%
$176.42 - $186.91 $21.4M - $22.6M
129K $23M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
455K
+ 1021.88%
$44.04 - $49.49 $20M - $22.5M
499K $22M
VTV
Vanguard Value ETF

ETFs
131K
+ 20.58%
$168.32 - $181.87 $22.1M - $23.9M
769K $130M
LLY
Eli Lilly & CO

Healthcare
33.2K
+ 48.54%
$727.2 - $932.06 $24.2M - $31M
102K $78.5M
COST
Costco Wholesale Corp

Consumer Defensive
17K
+ 32.62%
$873.59 - $994.69 $14.8M - $16.9M
69K $63.2M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
452K
New
$37.33 - $40.39 $16.9M - $18.3M
452K $16.9M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
206K
+ 4087.94%
$77.86 - $79.27 $16M - $16.3M
211K $16.5M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
220K
New
$69.58 - $74.87 $15.3M - $16.5M
220K $15.4M
SHW
Sherwin Williams CO

Basic Materials
50.9K
+ 106.2%
$338.75 - $399.71 $17.2M - $20.3M
98.8K $33.6M
GOOG
Alphabet Inc.

Communication Services
14.4K
+ 2.73%
$163.08 - $198.16 $2.34M - $2.85M
540K $103M
CAT
Caterpillar Inc

Industrials
45.8K
+ 60.66%
$360.37 - $416.88 $16.5M - $19.1M
121K $44M
TSLA
Tesla, Inc.

Consumer Cyclical
5.4K
+ 6.96%
$213.65 - $479.86 $1.15M - $2.59M
82.9K $33.5M
XLU
Utilities Sector Spdr

ETFs
172K
+ 1863.21%
$74.89 - $82.93 $12.9M - $14.3M
182K $13.8M
XLF
Financial Sector Spdr

ETFs
263K
+ 288.49%
$44.89 - $51.34 $11.8M - $13.5M
354K $17.1M
META
Meta Platforms, Inc.

Communication Services
16.2K
+ 10.32%
$554.08 - $632.68 $9M - $10.3M
174K $102M
IBM
International Business Machines Corp

Technology
56.4K
+ 47.93%
$204.9 - $238.04 $11.5M - $13.4M
174K $38.2M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
251K
+ 6020.12%
$48.33 - $49.08 $12.1M - $12.3M
255K $12.3M
JNK
Spdr Bloomberg High Yield Bond

ETFs
126K
New
$94.77 - $97.36 $12M - $12.3M
126K $12M
WFC
Wells Fargo & Company

Financial Services
143K
+ 100.96%
$54.98 - $77.35 $7.86M - $11.1M
285K $20M
XLI
Industrial Sector Spdr

ETFs
91.1K
+ 136.36%
$131.76 - $143.99 $12M - $13.1M
158K $20.8M
XLRE
Select Sector Spdr Tr Real Est

ETFs
287K
+ 1340.17%
$40.06 - $45.21 $11.5M - $13M
308K $12.5M
PFF
Ishares Trust Ishares Pfd And

ETFs
370K
+ 517.49%
$31.23 - $33.51 $11.5M - $12.4M
441K $13.9M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
108K
+ 28.89%
$100.16 - $100.7 $10.8M - $10.8M
480K $48.1M
JPM
Jpmorgan Chase & CO

Financial Services
9.29K
+ 3.28%
$205.18 - $250.29 $1.91M - $2.33M
293K $70.1M
GS
Goldman Sachs Group Inc

Financial Services
7.98K
+ 10.75%
$486.1 - $608.57 $3.88M - $4.85M
82.2K $47.1M
VUG
Vanguard Growth ETF

ETFs
14.2K
+ 8.79%
$378.79 - $428.11 $5.38M - $6.08M
176K $72.1M
VFVA
Vanguard Wellington Fd U S Val

ETFs
84K
New
$117.34 - $130.02 $9.85M - $10.9M
84K $9.94M
WMT
Walmart Inc.

Consumer Defensive
36.5K
+ 5.28%
$79.1 - $95.7 $2.89M - $3.49M
728K $65.8M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
419K
New
$20.98 - $21.19 $8.79M - $8.88M
419K $8.83M
Activity Summary
Buys All Purchases 987 New Holdings 150 Increased Positions 837 Sells All Sells 300 Reductions 300 Sold out 0 Options Calls 6 Puts 5
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