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
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
3.51K
+ 3.96%
$24.74 - $27.68 $86.9K - $97.2K
92.3K $2.28M
WF
Woori Financial Group Inc.

Financial Services
217
+ 0.89%
$31.21 - $37.04 $6.77K - $8.04K
24.7K $771K
CEG
Constellation Energy Corp

Utilities
801
+ 9.86%
$224.28 - $285.52 $180K - $229K
8.92K $2.01M
IDXX
Idexx Laboratories Inc

Healthcare
98
+ 6.18%
$406.92 - $495.42 $39.9K - $48.6K
1.69K $696K
EFA
Ishares Tr Msci Eafe ETF

ETFs
535
+ 2.96%
$75.1 - $82.99 $40.2K - $44.4K
18.6K $1.41M
NUE
Nucor Corp

Basic Materials
875
+ 13.98%
$115.78 - $167.74 $101K - $147K
7.13K $832K
NGG
National Grid PLC

Utilities
123
+ 1.08%
$57.68 - $70.03 $7.09K - $8.61K
11.5K $683K
IEFA
Ishares Tr

ETFs
2.75K
+ 6.98%
$70.06 - $77.43 $192K - $213K
42.1K $2.96M
JHX
James Hardie Industries PLC

Basic Materials
116
+ 0.93%
$30.81 - $38.63 $3.57K - $4.48K
12.6K $388K
LEN
Lennar Corp

Consumer Cyclical
964
+ 19.71%
$136.2 - $188.96 $131K - $182K
5.85K $798K
CCI
Crown Castle International Corp

Real Estate
1.27K
+ 15.09%
$89.78 - $119.11 $114K - $152K
9.7K $880K
ES
Eversource Energy

Utilities
993
+ 5.77%
$55.9 - $67.73 $55.5K - $67.3K
18.2K $1.05M
EEM
Ishares Msci Emerging Markets

ETFs
97
+ 0.28%
$41.82 - $47.36 $4.06K - $4.59K
34.8K $1.45M
SCHO
Schwab Short Term Us Treasury

ETFs
14.5K
+ 71.2%
$24.06 - $48.88 $348K - $707K
34.8K $836K
GIB
Cgi Inc

Technology
111
+ 0.36%
$107.0 - $116.25 $11.9K - $12.9K
31.2K $3.41M
EGP
Eastgroup Properties Inc

Real Estate
27
+ 0.41%
$158.74 - $185.14 $4.29K - $5K
6.57K $1.06M
SJM
J M Smucker CO

Consumer Defensive
80
+ 0.5%
$106.92 - $121.75 $8.55K - $9.74K
16K $1.76M
WY
Weyerhaeuser CO

Real Estate
2.06K
+ 5.21%
$27.21 - $33.7 $56.1K - $69.5K
41.6K $1.17M
DFIS
Dimensional ETF Tr Dimensional

ETFs
5.29K
+ 4.01%
$24.25 - $26.7 $128K - $141K
137K $3.37M
SNY
Sanofi

Healthcare
425
+ 2.07%
$45.89 - $57.31 $19.5K - $24.4K
21K $1.01M
SCHR
Schwab Intermediate Term Us Tr

ETFs
8.37K
+ 57.48%
$24.19 - $50.58 $202K - $423K
22.9K $556K
DISV
Dimensional ETF Tr Dimensional

ETFs
7.95K
+ 4.99%
$26.18 - $28.77 $208K - $229K
167K $4.44M
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.37K
+ 0.25%
$33.62 - $35.69 $79.7K - $84.7K
969K $32.7M
MPC
Marathon Petroleum Corp

Energy
1.19K
+ 7.77%
$131.65 - $174.84 $157K - $209K
16.6K $2.31M
TSCO
Tractor Supply CO

Consumer Cyclical
83.3K
+ 429.01%
$52.59 - $303.74 $4.38M - $25.3M
103K $5.45M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
748
+ 6.03%
$82.28 - $117.52 $61.5K - $87.9K
13.1K $1.11M
CUBE
Cube Smart

Real Estate
1.95K
+ 7.23%
$41.74 - $53.03 $81.4K - $103K
28.9K $1.24M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.64K
+ 50.02%
$22.63 - $47.53 $196K - $411K
25.9K $588K
HCA
Hca Healthcare, Inc.

Healthcare
218
+ 7.63%
$297.52 - $415.61 $64.9K - $90.6K
3.08K $923K
TTEK
Tetra Tech Inc

Industrials
2.85K
+ 5.9%
$39.8 - $50.52 $113K - $144K
51.2K $2.04M
PKX
Posco Holdings Inc.

Basic Materials
820
+ 7.89%
$43.3 - $69.98 $35.5K - $57.4K
11.2K $486K
TXT
Textron Inc

Industrials
3.16K
+ 7.07%
$75.82 - $90.32 $240K - $286K
47.8K $3.66M
DFAR
Dimensional ETF Tr Dimensional

ETFs
20.5K
+ 6.18%
$22.72 - $25.76 $465K - $528K
352K $8.19M
SCHV
Schwab Strategic Tr Us Large C

ETFs
143K
+ 192.27%
$25.79 - $80.4 $3.68M - $11.5M
217K $5.66M
MELI
Mercadolibre Inc

Consumer Cyclical
114
+ 7.65%
$1666.0 - $2117.3 $190K - $241K
1.61K $2.73M
FCX
Freeport Mcmoran Inc

Basic Materials
140
+ 0.47%
$38.08 - $50.82 $5.33K - $7.11K
30.1K $1.14M
PSX
Phillips 66

Energy
1.24K
+ 4.37%
$110.35 - $138.93 $136K - $172K
29.5K $3.36M
KEX
Kirby Corp

Industrials
23
+ 0.1%
$104.14 - $130.55 $2.4K - $3K
22.5K $2.39M
DD
Du Pont De Nemours, Inc.

Basic Materials
4K
+ 7.29%
$75.95 - $88.05 $304K - $353K
58.9K $4.49M
ACGL
Arch Capital Group Ltd.

Financial Services
466
+ 2.04%
$88.71 - $114.86 $41.3K - $53.5K
23.3K $2.15M
CMPR
Cimpress PLC

Communication Services
7.54K
+ 8.14%
$69.01 - $83.53 $520K - $629K
100K $7.18M
MDLZ
Mondelez International, Inc.

Consumer Defensive
341
+ 1.08%
$59.25 - $72.99 $20.2K - $24.9K
31.8K $1.9M
GNSS
Genasys Inc.

Technology
10K
+ 2.14%
$2.43 - $4.0 $24.3K - $40K
478K $1.24M
NVS
Novartis Ag

Healthcare
523
+ 1.93%
$96.78 - $117.18 $50.6K - $61.3K
27.6K $2.69M
DIHP
Dimensional ETF Tr Dimensional

ETFs
15.4K
+ 4.41%
$25.15 - $27.57 $388K - $425K
365K $9.21M
RYN
Rayonier Inc

Real Estate
159
+ 0.2%
$25.89 - $32.34 $4.12K - $5.14K
78.6K $2.05M
BHP
Bhp Group LTD

Basic Materials
360
+ 0.95%
$48.78 - $62.43 $17.6K - $22.5K
38.4K $1.87M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
602
+ 4.9%
$396.64 - $516.74 $239K - $311K
12.9K $5.19M
ORCL
Oracle Corp

Technology
1.53K
+ 0.73%
$165.41 - $192.43 $253K - $294K
212K $35.3M
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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