Sequoia Financial Advisors, LLC Purchases in Q3 2025

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
89.2K
New
$620.67 - $670.08 $55.4M - $59.8M
89.2K $59.7M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
564K
New
$98.64 - $113.55 $55.6M - $64M
564K $58.5M
ETN
Eaton Corp PLC

Industrials
154K
New
$342.99 - $392.76 $52.7M - $60.4M
154K $57.5M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
1.56M
New
$33.78 - $36.74 $52.8M - $57.4M
1.56M $56.9M
AVDV
American Centy ETF Tr Avantis

ETFs
636K
New
$79.24 - $89.03 $50.4M - $56.6M
636K $56.6M
VEA
Vanguard Ftse Developed Market

ETFs
931K
New
$56.02 - $60.3 $52.1M - $56.1M
931K $55.8M
IBM
International Business Machines Corp

Technology
195K
New
$234.77 - $292.47 $45.8M - $57.1M
195K $55.1M
PWR
Quanta Services, Inc.

Industrials
126K
New
$372.29 - $421.68 $47.1M - $53.3M
126K $52.4M
PG
Procter & Gamble CO

Consumer Defensive
335K
New
$150.47 - $161.22 $50.5M - $54.1M
335K $51.5M
XYL
Xylem Inc.

Industrials
330K
New
$129.67 - $147.5 $42.8M - $48.7M
330K $48.7M
BAC
Bank Of America Corp

Financial Services
936K
New
$44.92 - $52.42 $42.1M - $49.1M
936K $48.3M
PANW
Palo Alto Networks Inc

Technology
234K
New
$167.06 - $208.19 $39.1M - $48.8M
234K $47.7M
VICI
Vici Properties Inc.

Real Estate
1.45M
New
$31.43 - $33.93 $45.7M - $49.3M
1.45M $47.4M
ABT
Abbott Laboratories

Healthcare
354K
New
$120.51 - $136.62 $42.6M - $48.3M
354K $47.4M
SHW
Sherwin Williams CO

Basic Materials
134K
New
$330.88 - $375.23 $44.3M - $50.3M
134K $46.4M
TSLA
Tesla, Inc.

Consumer Cyclical
104K
New
$293.94 - $444.72 $30.6M - $46.2M
104K $46.2M
AMGN
Amgen Inc

Healthcare
161K
New
$271.18 - $309.22 $43.6M - $49.7M
161K $45.3M
WM
Waste Management Inc

Industrials
195K
New
$213.88 - $237.1 $41.7M - $46.2M
195K $43M
PLTR
Palantir Technologies Inc.

Technology
235K
New
$130.68 - $186.97 $30.7M - $43.9M
235K $42.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
541K
New
$72.65 - $78.68 $39.3M - $42.6M
541K $42.4M
PH
Parker Hannifin Corp

Industrials
54.5K
New
$697.13 - $769.67 $38M - $41.9M
54.5K $41.3M
MS
Morgan Stanley

Financial Services
259K
New
$139.09 - $161.16 $36.1M - $41.8M
259K $41.2M
MCD
Mcdonalds Corp

Consumer Cyclical
131K
New
$291.67 - $316.99 $38.3M - $41.6M
131K $39.9M
AJG
Arthur J. Gallagher & Co.

Financial Services
128K
New
$284.17 - $319.49 $36.3M - $40.8M
128K $39.5M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
818K
New
$47.18 - $48.17 $38.6M - $39.4M
818K $39.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.41M
New
$24.46 - $26.5 $34.5M - $37.4M
1.41M $37.2M
DD
Du Pont De Nemours, Inc.

Basic Materials
468K
New
$69.9 - $78.26 $32.7M - $36.7M
468K $36.5M
VONV
Vanguard Russell 1000 Value Et

ETFs
399K
New
$84.55 - $89.54 $33.7M - $35.7M
399K $35.6M
LNG
Cheniere Energy, Inc.

Energy
151K
New
$222.68 - $244.28 $33.7M - $36.9M
151K $35.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
542K
New
$62.09 - $66.51 $33.6M - $36M
542K $35.3M
VNQ
Vanguard Specialized Funds Van

ETFs
385K
New
$88.47 - $93.24 $34M - $35.9M
385K $35.2M
DUHP
Dimensional ETF Tr Dimensional

ETFs
925K
New
$35.76 - $37.93 $33.1M - $35.1M
925K $34.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.08M
New
$28.92 - $32.19 $31.2M - $34.7M
1.08M $34.4M
JNJ
Johnson & Johnson

Healthcare
185K
New
$155.17 - $185.42 $28.7M - $34.3M
185K $34.3M
BX
Blackstone Inc.

Financial Services
194K
New
$152.77 - $188.68 $29.6M - $36.5M
194K $33.1M
DFIV
Dimensional ETF Tr

ETFs
698K
New
$42.66 - $46.53 $29.8M - $32.5M
698K $32.2M
SCHW
Schwab Charles Corp

Financial Services
329K
New
$91.03 - $98.69 $29.9M - $32.4M
329K $31.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
456K
New
$63.41 - $69.69 $28.9M - $31.8M
456K $31.2M
TJX
Tjx Companies Inc

Consumer Cyclical
215K
New
$121.35 - $144.54 $26.1M - $31.1M
215K $31.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
254K
New
$108.97 - $121.65 $27.7M - $31M
254K $30.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
49.2K
New
$567.77 - $614.76 $27.9M - $30.2M
49.2K $30.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
80.1K
New
$339.37 - $366.46 $27.2M - $29.3M
80.1K $29.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
153K
New
$181.56 - $190.33 $27.7M - $29.1M
153K $29M
NXPI
Nxp Semiconductors N.V.

Technology
124K
New
$205.16 - $239.07 $25.5M - $29.7M
124K $28.3M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
171K
New
$138.31 - $165.45 $23.6M - $28.2M
171K $28.2M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
109K
New
$236.25 - $257.69 $25.6M - $28M
109K $27.8M
PGR
Progressive Corp

Financial Services
109K
New
$238.61 - $264.3 $26.1M - $28.9M
109K $27M
C
Citigroup Inc

Financial Services
263K
New
$85.57 - $103.49 $22.5M - $27.2M
263K $26.7M
GE
General Electric CO

Industrials
87.4K
New
$244.75 - $305.63 $21.4M - $26.7M
87.4K $26.3M
Activity Summary
Buys All Purchases 1703 New Holdings 1703 Increased Positions 0 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 21 Puts 17
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