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
VNT
Vontier Corp

Technology
10.5K
+ 18.17%
$31.95 - $41.39 $336K - $435K
68.4K $2.31M
CFG
Citizens Financial Group Inc

Financial Services
61
+ 0.33%
$35.24 - $43.24 $2.15K - $2.64K
18.7K $766K
ADC
Agree Realty Corp

Real Estate
592
+ 15.46%
$61.47 - $76.71 $36.4K - $45.4K
4.42K $332K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
544
+ 21.91%
$211.47 - $281.27 $115K - $153K
3.03K $742K
IXJ
Ishares Global Healthcare ETF

ETFs
401
+ 3.83%
$91.63 - $101.25 $36.7K - $40.6K
10.9K $1.07M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.24K
+ 6.33%
$33.74 - $37.96 $41.8K - $47K
20.8K $780K
IR
Ingersoll Rand Inc.

Industrials
623
+ 13.88%
$86.9 - $100.4 $54.1K - $62.5K
5.11K $501K
SKM
Sk Telecom CO LTD

Communication Services
2.09K
+ 13.59%
$20.68 - $24.47 $43.3K - $51.2K
17.5K $415K
DFS
Discover Financial Services

Financial Services
263
+ 4.44%
$123.41 - $144.72 $32.5K - $38.1K
6.19K $868K
MOH
Molina Healthcare, Inc.

Healthcare
124
+ 11.58%
$283.98 - $360.73 $35.2K - $44.7K
1.2K $411K
SQ
Block, Inc.

Technology
1.09K
+ 15.06%
$57.21 - $72.07 $62.3K - $78.5K
8.32K $558K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
13.9K
New
$6.3 - $6.99 $87.4K - $97K
13.9K $91K
STT
State Street Corp

Financial Services
529
+ 17.54%
$73.37 - $89.31 $38.8K - $47.2K
3.55K $313K
TTWO
Take Two Interactive Software Inc

Communication Services
626
+ 19.82%
$135.67 - $161.71 $84.9K - $101K
3.78K $581K
FAST
Fastenal CO

Industrials
165
+ 1.84%
$62.09 - $71.83 $10.2K - $11.9K
9.14K $652K
SPXC
Spx Corp

Industrials
219
+ 7.11%
$139.19 - $164.35 $30.5K - $36K
3.3K $526K
LYV
Live Nation Entertainment, Inc.

Communication Services
434
+ 17.73%
$88.06 - $109.5 $38.2K - $47.5K
2.88K $315K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
2.43K
+ 30.83%
$37.45 - $52.79 $91K - $128K
10.3K $473K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
16.3K
New
$5.04 - $5.33 $82.4K - $87.1K
16.3K $85K
PBA
Pembina Pipeline Corp

Energy
860
+ 7.22%
$36.86 - $41.36 $31.7K - $35.6K
12.8K $526K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
667
+ 23.74%
$94.31 - $103.26 $62.9K - $68.9K
3.48K $356K
XPEV
Xpeng Inc.

Consumer Cyclical
2.61K
+ 24.27%
$6.63 - $12.72 $17.3K - $33.2K
13.4K $162K
TTE
Total Energies Se

Energy
710
+ 3.87%
$68.61 - $68.61 $48.7K - $48.7K
19.1K $1.31M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
118
+ 0.77%
$116.79 - $133.54 $13.8K - $15.8K
15.5K $2.04M
SE
Sea LTD

Consumer Cyclical
180
+ 6.2%
$59.94 - $94.83 $10.8K - $17.1K
3.08K $290K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
19.5K
New
$3.99 - $4.33 $78K - $84.6K
19.5K $83K
GPI
Group 1 Automotive Inc

Consumer Cyclical
10
+ 1.09%
$280.92 - $391.73 $2.81K - $3.92K
930 $356K
EXR
Extra Space Storage Inc.

Real Estate
129
+ 5.38%
$151.92 - $183.06 $19.6K - $23.6K
2.53K $455K
MKC
Mccormick & CO Inc

Consumer Defensive
293
+ 5.71%
$69.44 - $84.76 $20.3K - $24.8K
5.43K $446K
IGV
Ishares Expanded Tech Software

ETFs
855
+ 36.57%
$77.94 - $89.37 $66.6K - $76.4K
3.19K $285K
ROKU
Roku, Inc

Communication Services
202
+ 4.47%
$51.67 - $77.48 $10.4K - $15.7K
4.72K $352K
PRU
Prudential Financial Inc

Financial Services
427
+ 5.65%
$105.53 - $127.32 $45.1K - $54.4K
7.98K $966K
BTI
British American Tobacco P.L.C.

Consumer Defensive
514
+ 4.7%
$31.07 - $39.36 $16K - $20.2K
11.5K $419K
XLG
Invesco Exchange Traded Fd Tr

ETFs
745
+ 2.97%
$42.54 - $47.97 $31.7K - $35.7K
25.8K $1.23M
UEC
Uranium Energy Corp

Energy
12.6K
+ 96.35%
$4.26 - $6.85 $53.6K - $86.2K
25.6K $158K
VONE
Vanguard Russell 1000 ETF

ETFs
84
+ 2.06%
$234.0 - $260.07 $19.7K - $21.8K
4.16K $1.08M
SBSW
Sibanye Stillwater LTD

Basic Materials
19.2K
New
$3.18 - $4.96 $61K - $95.1K
19.2K $78K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
1.98K
+ 13.44%
$13.75 - $18.24 $27.2K - $36.1K
16.7K $276K
SRE
Sempra Energy

Utilities
312
+ 4.65%
$74.97 - $84.04 $23.4K - $26.2K
7.02K $587K
RF
Regions Financial Corp

Financial Services
545
+ 2.76%
$19.51 - $23.42 $10.6K - $12.8K
20.3K $472K
WIT
Wipro LTD

Technology
888
+ 0.47%
$5.66 - $6.89 $5.03K - $6.12K
190K $1.23M
SKYW
Skywest Inc

Industrials
767
+ 20.23%
$68.08 - $87.62 $52.2K - $67.2K
4.56K $387K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
3.32K
+ 14.43%
$13.0 - $15.08 $43.1K - $50K
26.3K $373K
ASAI
Sendas Distributor S.A.

Consumer Defensive
11.1K
New
$6.88 - $10.7 $76.6K - $119K
11.1K $76K
MTH
Meritage Homes Corp

Consumer Cyclical
12
+ 0.71%
$152.23 - $213.69 $1.83K - $2.56K
1.69K $347K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
372
+ 18.36%
$127.29 - $141.5 $47.4K - $52.6K
2.4K $334K
XLP
Consumer Staples Sector Spdr

ETFs
1.04K
+ 8.55%
$76.04 - $76.04 $79.2K - $79.2K
13.2K $1M
VFH
Vanguard Financial ETF

ETFs
305
+ 7.61%
$99.27 - $111.21 $30.3K - $33.9K
4.31K $473K
ATI
Allegheny Technologies Inc

Industrials
172
+ 3.3%
$54.26 - $67.71 $9.33K - $11.6K
5.38K $360K
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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