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
MU
Micron Technology Inc

Technology
2.04K
+ 5.67%
$84.16 - $113.41 $172K - $231K
38K $3.2M
BEP
Brookfield Renewable Partners L.P.

Utilities
27K
+ 12.27%
$22.59 - $28.9 $609K - $779K
247K $5.62M
ADBE
Adobe Inc.

Technology
54
+ 0.66%
$437.39 - $552.96 $23.6K - $29.9K
8.21K $3.65M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
9
+ 0.52%
$701.85 - $1046.91 $6.32K - $9.42K
1.75K $1.25M
KO
Coca Cola CO

Consumer Defensive
12.6K
+ 8.77%
$61.74 - $71.71 $777K - $903K
156K $9.72M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.66M
+ 189.71%
$22.4 - $68.28 $37.1M - $113M
2.53M $58.7M
DFAX
Dimensional ETF Tr
26.3K
+ 4.34%
$24.76 - $27.04 $652K - $712K
633K $15.7M
DHR
Danaher Corp

Healthcare
1.52K
+ 7.29%
$226.16 - $274.52 $343K - $416K
22.3K $5.12M
PHM
Pultegroup Inc

Consumer Cyclical
88
+ 0.45%
$108.86 - $149.04 $9.58K - $13.1K
19.7K $2.15M
TDG
Trans Digm Group Inc

Industrials
232
+ 3.69%
$1239.0 - $1442.53 $287K - $335K
6.52K $8.26M
SLB
Schlumberger Limited

Energy
22.1K
+ 4.66%
$36.83 - $45.59 $816K - $1.01M
497K $19.1M
LMT
Lockheed Martin Corp

Industrials
635
+ 5.17%
$479.66 - $614.62 $305K - $390K
12.9K $6.28M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11.4K
+ 0.75%
$49.79 - $51.14 $568K - $583K
1.54M $77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.7K
+ 0.69%
$442.29 - $483.08 $754K - $823K
248K $112M
IQV
Iqvia Holdings Inc.

Healthcare
10.2K
+ 13.65%
$190.97 - $236.63 $1.96M - $2.42M
85.3K $16.8M
NVO
Novo Nordisk A S

Healthcare
151
+ 0.48%
$85.0 - $120.04 $12.8K - $18.1K
31.7K $2.72M
WPC
W. P. Carey Inc.

Real Estate
2.11K
+ 1.44%
$53.44 - $61.33 $113K - $129K
149K $8.12M
DFAI
Dimensional ETF Tr

ETFs
97K
+ 6.43%
$29.0 - $31.6 $2.81M - $3.06M
1.6M $46.9M
QCOM
Qualcomm Inc

Technology
4.56K
+ 4.23%
$150.4 - $178.04 $686K - $812K
112K $17.3M
ABBV
Abb Vie Inc.

Healthcare
1.15K
+ 1.67%
$164.99 - $203.87 $189K - $234K
69.6K $12.4M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
16K
+ 2.84%
$30.42 - $36.45 $487K - $584K
581K $18.5M
MRK
Merck & Co., Inc.

Healthcare
32.7K
+ 9.96%
$96.31 - $114.76 $3.15M - $3.76M
361K $36M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
4.2K
+ 0.32%
$63.23 - $66.65 $266K - $280K
1.32M $83.4M
AMD
Advanced Micro Devices Inc

Technology
4.31K
+ 7.54%
$118.88 - $172.8 $513K - $745K
61.5K $7.43M
NXPI
Nxp Semiconductors N.V.

Technology
5.52K
+ 5.71%
$207.27 - $255.58 $1.14M - $1.41M
102K $21.2M
PEP
Pepsico Inc

Consumer Defensive
7.96K
+ 3.86%
$151.29 - $176.1 $1.2M - $1.4M
214K $32.5M
JNJ
Johnson & Johnson

Healthcare
10.9K
+ 4.68%
$143.34 - $165.86 $1.56M - $1.81M
244K $35.3M
DHI
Horton D R Inc

Consumer Cyclical
9.08K
+ 11.57%
$137.24 - $194.56 $1.25M - $1.77M
87.6K $12.2M
VZ
Verizon Communications Inc

Communication Services
4.85K
+ 0.79%
$39.6 - $45.21 $192K - $219K
616K $24.6M
XYL
Xylem Inc.

Industrials
14.2K
+ 5.48%
$116.02 - $137.45 $1.64M - $1.95M
273K $31.6M
FNDF
Schwab Fundamental Intl Large

ETFs
61K
+ 4.39%
$32.92 - $37.15 $2.01M - $2.27M
1.45M $48.2M
ZTS
Zoetis Inc.

Healthcare
12.8K
+ 6.51%
$162.24 - $194.42 $2.08M - $2.49M
210K $34.2M
AMGN
Amgen Inc

Healthcare
9.25K
+ 6.88%
$258.78 - $328.31 $2.39M - $3.04M
144K $37.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
5.3K
+ 5.94%
$501.29 - $612.85 $2.66M - $3.25M
94.6K $49.2M
PANW
Palo Alto Networks Inc

Technology
59.4K
+ 42.65%
$181.96 - $405.9 $10.8M - $24.1M
199K $36.2M
IXUS
Ishares Tr

ETFs
207K
+ 5.28%
$65.95 - $72.56 $13.6M - $15M
4.12M $272M
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
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email