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
MRK
Merck & Co., Inc.

Healthcare
312K
New
$77.6 - $87.37 $24.2M - $27.2M
312K $26.1M
WFC
Wells Fargo & Company

Financial Services
289K
New
$77.05 - $85.16 $22.2M - $24.6M
289K $24.2M
CVX
Chevron Corp

Energy
153K
New
$145.57 - $161.83 $22.2M - $24.7M
153K $23.7M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
546K
New
$41.8 - $43.15 $22.8M - $23.6M
546K $23.4M
NSC
Norfolk Southern Corp

Industrials
76.5K
New
$259.49 - $300.41 $19.9M - $23M
76.5K $23M
QCOM
Qualcomm Inc

Technology
136K
New
$145.84 - $173.55 $19.8M - $23.6M
136K $22.6M
WD
Walker & Dunlop, Inc.

Financial Services
262K
New
$72.06 - $87.6 $18.9M - $22.9M
262K $21.9M
NFLX
Netflix Inc

Communication Services
17.8K
New
$1147.87 - $1297.18 $20.4M - $23.1M
17.8K $21.3M
FNDF
Schwab Fundamental Intl Large

ETFs
493K
New
$39.84 - $43.15 $19.7M - $21.3M
493K $21.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
106K
New
$182.33 - $194.5 $19.2M - $20.5M
106K $20.5M
ABBV
Abb Vie Inc.

Healthcare
84.5K
New
$184.85 - $231.54 $15.6M - $19.6M
84.5K $19.6M
DFAX
Dimensional ETF Tr
616K
New
$29.25 - $31.56 $18M - $19.4M
616K $19.3M
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
1.18M
New
$15.35 - $16.2 $18.1M - $19.1M
1.18M $19.1M
MTN
Vail Resorts Inc

Consumer Cyclical
127K
New
$143.33 - $169.63 $18.2M - $21.6M
127K $19M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
292K
New
$60.01 - $65.01 $17.5M - $19M
292K $19M
UNH
Unitedhealth Group Inc

Healthcare
54.1K
New
$237.77 - $353.61 $12.9M - $19.1M
54.1K $18.7M
FDN
First Tr Fd Dow Jones

ETFs
66.6K
New
$264.06 - $287.34 $17.6M - $19.1M
66.6K $18.6M
AXP
American Express CO

Financial Services
55.4K
New
$294.27 - $342.31 $16.3M - $18.9M
55.4K $18.4M
VGSH
Vanguard

ETFs
309K
New
$58.43 - $58.88 $18.1M - $18.2M
309K $18.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
456K
New
$36.04 - $38.78 $16.4M - $17.7M
456K $17.6M
ZS
Zscaler, Inc.

Technology
58.6K
New
$267.68 - $316.5 $15.7M - $18.6M
58.6K $17.6M
SCI
Service Corp International

Consumer Cyclical
210K
New
$75.63 - $83.25 $15.9M - $17.5M
210K $17.4M
VV
Vanguard Large Cap ETF

ETFs
55.3K
New
$285.05 - $309.14 $15.8M - $17.1M
55.3K $17M
DFAE
Dimensional ETF Tr

ETFs
537K
New
$28.84 - $31.84 $15.5M - $17.1M
537K $16.9M
VBR
Vanguard Small Cap Value ETF

ETFs
81K
New
$195.41 - $212.37 $15.8M - $17.2M
81K $16.9M
DISV
Dimensional ETF Tr Dimensional

ETFs
469K
New
$32.78 - $35.79 $15.4M - $16.8M
469K $16.8M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
505K
New
$29.81 - $34.07 $15.1M - $17.2M
505K $16.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
59K
New
$224.68 - $282.71 $13.3M - $16.7M
59K $16.5M
PM
Philip Morris International Inc.

Consumer Defensive
101K
New
$157.77 - $183.27 $16M - $18.6M
101K $16.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
224K
New
$68.24 - $73.73 $15.3M - $16.5M
224K $16.5M
GD
General Dynamics Corp

Industrials
47.6K
New
$293.92 - $341.0 $14M - $16.2M
47.6K $16.2M
PEP
Pepsico Inc

Consumer Defensive
115K
New
$133.81 - $152.16 $15.4M - $17.5M
115K $16.2M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
595K
New
$24.0 - $31.51 $14.3M - $18.8M
595K $16.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
214K
New
$72.57 - $74.72 $15.5M - $16M
214K $15.9M
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
670K
New
$22.85 - $32.59 $15.3M - $21.8M
670K $15.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
157K
New
$97.75 - $100.75 $15.3M - $15.8M
157K $15.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
165K
New
$92.18 - $95.14 $15.2M - $15.7M
165K $15.7M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
182K
New
N/A
182K $15.7M
OKE
Oneok Inc

Energy
214K
New
$71.36 - $83.47 $15.3M - $17.9M
214K $15.6M
XLF
Financial Sector Spdr

ETFs
290K
New
$51.37 - $54.25 $14.9M - $15.7M
290K $15.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
288K
New
$49.43 - $54.52 $14.2M - $15.7M
288K $15.6M
DFAR
Dimensional ETF Tr Dimensional

ETFs
653K
New
$22.9 - $24.1 $15M - $15.7M
653K $15.6M
KO
Coca Cola CO

Consumer Defensive
229K
New
$65.67 - $71.67 $15M - $16.4M
229K $15.2M
UNP
Union Pacific Corp

Industrials
63.1K
New
$214.91 - $237.16 $13.6M - $15M
63.1K $14.9M
EFV
Msci Eafe Value ETF

ETFs
219K
New
$62.79 - $68.42 $13.8M - $15M
219K $14.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
176K
New
$81.75 - $84.54 $14.4M - $14.9M
176K $14.8M
MA
Mastercard Inc

Financial Services
25.7K
New
$550.18 - $598.96 $14.1M - $15.4M
25.7K $14.6M
DKNG
Draft Kings Inc.

Consumer Cyclical
382K
New
$37.4 - $48.23 $14.3M - $18.4M
382K $14.3M
XLK
Technology Sector Spdr

ETFs
50.4K
New
$250.97 - $282.66 $12.7M - $14.3M
50.4K $14.2M
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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