Sequoia Financial Advisors, LLC Purchases in Q3 2024

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NU
Nu Holdings Ltd.

Financial Services
12.6K
New
$10.71 - $15.14 $135K - $191K
12.6K $172K
KEY
Keycorp

Financial Services
1.19K
+ 2.01%
$13.95 - $17.34 $16.6K - $20.7K
60.5K $1.01M
DOV
Dover Corp

Industrials
773
+ 41.51%
$172.5 - $193.03 $133K - $149K
2.64K $505K
TRP
Tc Energy Corp

Energy
1.99K
+ 26.03%
$37.48 - $47.9 $74.7K - $95.5K
9.65K $458K
DTM
Dt Midstream, Inc.

Energy
1.49K
+ 22.68%
$69.34 - $79.28 $104K - $118K
8.08K $635K
CASY
Caseys General Stores Inc

Consumer Cyclical
484
+ 21.85%
$354.52 - $391.16 $172K - $189K
2.7K $1.01M
PJUN
Innovator U.S. Equity Power Bu

ETFs
4.22K
+ 46.98%
$34.72 - $36.88 $146K - $155K
13.2K $486K
JD
Jd.Com, Inc.

Consumer Cyclical
1.12K
+ 13.0%
$24.95 - $40.01 $28K - $44.9K
9.76K $390K
EFX
Equifax Inc

Industrials
375
+ 34.75%
$236.42 - $307.13 $88.7K - $115K
1.45K $426K
CHKP
Check Point Software Technologies LTD

Technology
86
+ 1.61%
$165.0 - $195.47 $14.2K - $16.8K
5.42K $1.04M
CHTR
Charter Communications, Inc.

Communication Services
327
+ 14.27%
$290.56 - $383.07 $95K - $125K
2.62K $848K
ABEV
Ambev S.A.

Consumer Defensive
38.6K
+ 22.58%
$2.04 - $2.44 $78.8K - $94.2K
210K $511K
FIS
Fidelity National Information Services, Inc.

Technology
1.33K
+ 22.47%
$72.8 - $85.04 $96.8K - $113K
7.25K $607K
BAH
Booz Allen Hamilton Holding Corp

Industrials
879
+ 47.51%
$138.82 - $162.76 $122K - $143K
2.73K $444K
ILMN
Illumina, Inc.

Healthcare
307
+ 6.62%
$105.28 - $135.9 $32.3K - $41.7K
4.94K $644K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.95K
+ 6.61%
$37.33 - $40.63 $72.9K - $79.4K
31.5K $1.28M
VRT
Vertiv Holdings CO

Industrials
1.83K
+ 42.23%
$86.66 - $86.66 $159K - $159K
6.16K $534K
XLU
Utilities Sector Spdr

ETFs
610
+ 7.06%
$67.67 - $80.78 $41.3K - $49.3K
9.26K $747K
ADI
Analog Devices Inc

Technology
587
+ 4.96%
$200.56 - $243.33 $118K - $143K
12.4K $2.86M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
7.72K
+ 19.42%
$20.27 - $20.27 $157K - $157K
47.5K $962K
RS
Reliance Steel & Aluminum CO

Basic Materials
513
+ 26.38%
$271.23 - $308.75 $139K - $158K
2.46K $710K
WBD
Warner Bros. Discovery, Inc.

Communication Services
14.5K
+ 34.99%
$6.71 - $8.78 $97.6K - $128K
56.1K $463K
FIX
Comfort Systems Usa Inc

Industrials
77
+ 5.4%
$292.14 - $396.82 $22.5K - $30.6K
1.5K $587K
KHC
Kraft Heinz CO

Consumer Defensive
2.45K
+ 10.74%
$31.86 - $36.13 $77.9K - $88.4K
25.2K $884K
STZ
Constellation Brands, Inc.

Consumer Defensive
573
+ 13.06%
$236.42 - $259.82 $135K - $149K
4.96K $1.28M
KLAC
Kla Corp

Technology
307
+ 17.53%
$696.17 - $892.35 $214K - $274K
2.06K $1.59M
CL
Colgate Palmolive CO

Consumer Defensive
113
+ 0.56%
$95.54 - $108.77 $10.8K - $12.3K
20.4K $2.12M
VGT
Vanguard Information Technolog

ETFs
202
+ 6.57%
$514.43 - $606.85 $104K - $123K
3.28K $1.92M
TTD
Trade Desk, Inc.

Technology
70
+ 0.6%
$83.08 - $110.79 $5.82K - $7.76K
11.8K $1.29M
CMI
Cummins Inc

Industrials
26
+ 0.88%
$266.63 - $326.4 $6.93K - $8.49K
3K $969K
PBRA
Petroleo Bras Ads (Ea Reptg 2
10.9K
+ 86.54%
N/A
23.4K $307K
WTW
Willis Towers Watson PLC

Financial Services
353
+ 29.69%
$257.34 - $294.53 $90.8K - $104K
1.54K $454K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
27
+ 0.12%
$43.9 - $52.34 $1.19K - $1.41K
22.7K $1.17M
APA
Apa Corp

Energy
7.49K
+ 87.82%
$23.34 - $32.22 $175K - $241K
16K $391K
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
156K
New
$0.76 - $2.15 $119K - $336K
156K $140K
CNC
Centene Corp

Healthcare
673
+ 6.95%
$64.89 - $80.23 $43.7K - $54K
10.4K $779K
XLB
Select Sector Spdr Fd Material

ETFs
1.16K
+ 34.78%
$86.95 - $97.09 $100K - $112K
4.48K $431K
FUTU
Futu Holdings LTD

Financial Services
60
+ 1.38%
$55.54 - $95.65 $3.33K - $5.74K
4.4K $420K
EFG
Msci Eafe Growth ETF

ETFs
831
+ 9.84%
$96.84 - $108.77 $80.5K - $90.4K
9.28K $998K
VV
Vanguard Large Cap ETF

ETFs
3
+ 0.03%
$236.92 - $263.4 $711 - $790
9.65K $2.54M
CBOE
Cboe Global Markets, Inc.

Financial Services
373
+ 22.79%
$168.57 - $213.65 $62.9K - $79.7K
2.01K $410K
FCNCA
First Citizens Bancshares Inc

Financial Services
46
+ 15.23%
$1685.92 - $2128.51 $77.6K - $97.9K
348 $639K
NXST
Nexstar Media Group, Inc.

Communication Services
803
+ 26.49%
$154.25 - $184.79 $124K - $148K
3.83K $633K
PSEC
Prospect Capital Corp

Financial Services
24.2K
New
$4.75 - $5.6 $115K - $135K
24.2K $129K
ALGN
Align Technology Inc

Healthcare
453
+ 44.41%
$204.03 - $257.2 $92.4K - $117K
1.47K $374K
ZION
Zions Bancorporation, National Association

Financial Services
506
+ 1.87%
$42.49 - $52.53 $21.5K - $26.6K
27.6K $1.3M
MLI
Mueller Industries Inc

Industrials
592
+ 12.33%
$55.73 - $74.1 $33K - $43.9K
5.39K $399K
NTAP
Net App, Inc.

Technology
1.1K
+ 50.97%
$114.18 - $134.62 $125K - $148K
3.26K $402K
CLX
Clorox CO

Consumer Defensive
102
+ 2.47%
$131.73 - $166.97 $13.4K - $17K
4.23K $688K
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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