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
CMCSA
Comcast Corp

Communication Services
438K
New
$31.41 - $36.33 $13.7M - $15.9M
438K $13.7M
SUB
Ishares Short Term National Mu

ETFs
129K
New
$106.17 - $107.3 $13.7M - $13.8M
129K $13.7M
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
2.25M
New
$4.25 - $6.31 $9.55M - $14.2M
2.25M $13.5M
HUBB
Hubbell Inc

Industrials
31.1K
New
$410.51 - $450.93 $12.8M - $14M
31.1K $13.4M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
374K
New
$32.11 - $34.92 $12M - $13M
374K $13M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
498K
New
$23.82 - $25.84 $11.9M - $12.9M
498K $12.8M
INTU
Intuit Inc

Technology
18.4K
New
$646.03 - $807.39 $11.9M - $14.9M
18.4K $12.6M
T
At&T Inc.

Communication Services
444K
New
$26.94 - $29.62 $12M - $13.2M
444K $12.5M
DIS
Walt Disney CO

Communication Services
108K
New
$112.25 - $124.0 $12.2M - $13.5M
108K $12.4M
VZ
Verizon Communications Inc

Communication Services
278K
New
$40.84 - $45.06 $11.4M - $12.5M
278K $12.2M
CSCO
Cisco Systems, Inc.

Technology
177K
New
$66.2 - $71.79 $11.7M - $12.7M
177K $12.1M
XLI
Industrial Sector Spdr

ETFs
78.5K
New
$147.94 - $154.99 $11.6M - $12.2M
78.5K $12.1M
MMM
3 M CO

Industrials
77.5K
New
$144.41 - $160.2 $11.2M - $12.4M
77.5K $12M
AEP
American Electric Power CO Inc

Utilities
107K
New
$103.26 - $115.0 $11M - $12.3M
107K $12M
ACN
Accenture PLC

Technology
47.6K
New
$232.56 - $304.78 $11.1M - $14.5M
47.6K $11.7M
LOW
Lowes Companies Inc

Consumer Cyclical
46.1K
New
$215.01 - $273.02 $9.92M - $12.6M
46.1K $11.6M
IEFA
Ishares Tr

ETFs
131K
New
$81.7 - $87.53 $10.7M - $11.5M
131K $11.5M
IWM
Ishares Russell 2000 ETF

ETFs
46.9K
New
$214.92 - $244.84 $10.1M - $11.5M
46.9K $11.3M
JEF
Jefferies Financial Group Inc.

Financial Services
171K
New
$54.67 - $70.36 $9.35M - $12M
171K $11.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
407K
New
$26.38 - $27.95 $10.7M - $11.4M
407K $11.1M
WSM
Williams Sonoma Inc

Consumer Cyclical
56.1K
New
$163.62 - $210.2 $9.18M - $11.8M
56.1K $11M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
120K
New
$82.96 - $95.7 $9.96M - $11.5M
120K $10.8M
IQLT
Ishares Msci Intl Quality Fact

ETFs
243K
New
$41.43 - $44.2 $10.1M - $10.8M
243K $10.8M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
224K
New
$44.58 - $48.01 $9.99M - $10.8M
224K $10.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
120K
New
$84.28 - $89.46 $10.1M - $10.8M
120K $10.7M
AVRE
American Centy ETF Tr Avantis
238K
New
$43.53 - $45.34 $10.3M - $10.8M
238K $10.6M
BA
Boeing CO

Industrials
48.6K
New
$209.79 - $237.38 $10.2M - $11.5M
48.6K $10.5M
VOE
Vanguard Mid Cap Value Index F

ETFs
59.5K
New
$164.63 - $174.58 $9.8M - $10.4M
59.5K $10.4M
VT
Vanguard Total World Stk Index

ETFs
74.9K
New
$128.41 - $138.03 $9.62M - $10.3M
74.9K $10.3M
HBAN
Huntington Bancshares Inc

Financial Services
598K
New
$15.87 - $17.88 $9.49M - $10.7M
598K $10.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
21.9K
New
$420.11 - $472.68 $9.19M - $10.3M
21.9K $10.2M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
200K
New
$49.09 - $50.58 $9.84M - $10.1M
200K $10.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
69.3K
New
$135.0 - $146.02 $9.36M - $10.1M
69.3K $10.1M
APO
Apollo Global Management, Inc.

Financial Services
74.8K
New
$131.55 - $156.05 $9.85M - $11.7M
74.8K $9.97M
LMT
Lockheed Martin Corp

Industrials
19.8K
New
$410.74 - $499.21 $8.13M - $9.88M
19.8K $9.88M
WPC
W. P. Carey Inc.

Real Estate
146K
New
$61.29 - $68.7 $8.95M - $10M
146K $9.86M
MPLX
Mplx LP

Energy
197K
New
$49.42 - $52.71 $9.72M - $10.4M
197K $9.82M
VFMV
Vanguard Wellington Fd

ETFs
74.5K
New
$126.35 - $131.95 $9.41M - $9.83M
74.5K $9.78M
NEE
Nextera Energy Inc

Utilities
127K
New
$69.77 - $77.54 $8.83M - $9.81M
127K $9.55M
AMD
Advanced Micro Devices Inc

Technology
58.1K
New
$134.8 - $184.42 $7.83M - $10.7M
58.1K $9.4M
AMAT
Applied Materials Inc

Technology
45.8K
New
$156.25 - $204.95 $7.15M - $9.38M
45.8K $9.37M
SO
Southern CO

Utilities
97.1K
New
$90.83 - $96.0 $8.82M - $9.32M
97.1K $9.2M
USB
Us Bancorp \De\

Financial Services
190K
New
$43.94 - $50.41 $8.34M - $9.57M
190K $9.17M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
76.1K
New
$116.29 - $120.92 $8.85M - $9.2M
76.1K $9.13M
BWXT
Bwx Technologies, Inc.

Industrials
49.2K
New
$136.45 - $184.37 $6.71M - $9.07M
49.2K $9.07M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
97.9K
New
$43.07 - $91.37 $4.22M - $8.95M
97.9K $8.95M
FLEX
Flex Ltd.

Technology
154K
New
$48.49 - $59.33 $7.47M - $9.14M
154K $8.93M
RDNT
Rad Net, Inc.

Healthcare
113K
New
$52.53 - $77.24 $5.93M - $8.73M
113K $8.61M
PFE
Pfizer Inc

Healthcare
335K
New
$23.29 - $25.88 $7.81M - $8.68M
335K $8.54M
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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