Sequoia Financial Advisors, LLC Purchases in Q3 2024

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ESI
Element Solutions Inc

Basic Materials
42.7K
New
$24.24 - $28.58 $1.04M - $1.22M
42.7K $1.16M
WTM
White Mountains Insurance Group LTD

Financial Services
689
+ 353.33%
$1671.79 - $1844.24 $1.15M - $1.27M
884 $1.5M
CSWI
Csw Industrials, Inc.

Industrials
3.08K
New
$263.55 - $370.84 $812K - $1.14M
3.08K $1.13M
MSI
Motorola Solutions, Inc.

Technology
1.94K
+ 48.88%
$385.65 - $450.49 $748K - $874K
5.91K $2.66M
CVS
Cvs Health Corp

Healthcare
15.7K
+ 49.24%
$55.81 - $63.18 $879K - $995K
47.7K $3M
PNC
Pnc Financial Services Group, Inc.

Financial Services
4.45K
+ 49.0%
$156.14 - $187.2 $694K - $832K
13.5K $2.5M
DFSV
Dimensional ETF Tr Dimensional

ETFs
35.1K
New
$28.25 - $31.7 $992K - $1.11M
35.1K $1.08M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
102K
New
$8.1 - $10.79 $830K - $1.11M
102K $1.08M
AMP
Ameriprise Financial Inc

Financial Services
1.95K
+ 54.97%
$391.53 - $469.81 $764K - $917K
5.5K $2.59M
TDG
Trans Digm Group Inc

Industrials
91
+ 1.47%
$1202.03 - $1427.41 $109K - $130K
6.29K $8.97M
KBR
Kbr, Inc.

Industrials
15.3K
+ 90.82%
$60.85 - $69.36 $932K - $1.06M
32.2K $2.1M
DHR
Danaher Corp

Healthcare
1.53K
+ 7.92%
$239.25 - $280.76 $365K - $429K
20.8K $5.78M
SO
Southern CO

Utilities
3.53K
+ 6.97%
$77.0 - $90.52 $272K - $320K
54.2K $4.89M
TRV
Travelers Companies, Inc.

Financial Services
3.12K
+ 43.25%
$201.87 - $242.35 $630K - $757K
10.3K $2.42M
MKL
Markel Corp

Financial Services
608
+ 63.4%
$1494.55 - $1645.69 $909K - $1M
1.57K $2.46M
A
Agilent Technologies, Inc.

Healthcare
2.72K
+ 9.54%
$125.42 - $148.48 $341K - $404K
31.2K $4.64M
CW
Curtiss Wright Corp

Industrials
1.7K
+ 26.23%
$265.18 - $332.22 $450K - $564K
8.17K $2.68M
PEAK
Healthpeak Properties, Inc.

Real Estate
48.7K
+ 186.89%
N/A
74.8K $1.42M
DUK
Duke Energy Corp

Utilities
4.73K
+ 19.94%
$99.35 - $117.71 $470K - $557K
28.4K $3.28M
PYPL
Pay Pal Holdings, Inc.

Financial Services
6.56K
+ 34.36%
$57.22 - $80.08 $376K - $526K
25.7K $2M
PSX
Phillips 66

Energy
8.11K
+ 40.18%
$125.0 - $147.17 $1.01M - $1.19M
28.3K $3.72M
LBRDK
Liberty Broadband Corp

Communication Services
11.1K
New
$52.66 - $78.14 $586K - $870K
11.1K $860K
GNSS
Genasys Inc.

Technology
87.9K
+ 23.13%
$2.27 - $3.56 $199K - $313K
468K $1.67M
DIHP
Dimensional ETF Tr Dimensional

ETFs
14.1K
+ 4.19%
$25.23 - $27.94 $354K - $393K
349K $9.68M
FE
Firstenergy Corp

Utilities
16.7K
+ 110.54%
$38.25 - $44.54 $640K - $745K
31.9K $1.41M
DISV
Dimensional ETF Tr Dimensional

ETFs
18.1K
+ 12.84%
$26.06 - $29.18 $472K - $529K
159K $4.63M
PHM
Pultegroup Inc

Consumer Cyclical
1.5K
+ 8.26%
$103.95 - $144.98 $156K - $217K
19.6K $2.82M
IEMG
Ishares Inc

ETFs
14K
+ 2.58%
$53.64 - $53.64 $751K - $751K
557K $29.9M
TMUS
T Mobile Us, Inc.

Communication Services
2.13K
+ 17.54%
$175.14 - $206.36 $373K - $439K
14.3K $2.94M
DVY
Ishares Tr

ETFs
1.04K
+ 2.22%
$119.99 - $135.74 $125K - $141K
47.8K $6.46M
DLR
Digital Realty Trust, Inc.

Real Estate
4.17K
+ 34.41%
$144.47 - $162.98 $602K - $679K
16.3K $2.63M
BHP
Bhp Group LTD

Basic Materials
10.5K
+ 38.21%
$51.32 - $62.11 $539K - $653K
38K $2.36M
FNDX
Schwab Fundamental U S Large C

ETFs
8.88K
+ 28.95%
$65.36 - $71.76 $580K - $637K
39.5K $2.84M
HIG
Hartford Financial Services Group, Inc.

Financial Services
5.78K
+ 98.0%
$98.71 - $117.61 $570K - $679K
11.7K $1.37M
AMD
Advanced Micro Devices Inc

Technology
3.99K
+ 7.49%
$128.67 - $183.96 $513K - $734K
57.2K $9.39M
PSA
Public Storage

Real Estate
830
+ 13.99%
$283.13 - $365.01 $235K - $303K
6.76K $2.46M
NDAQ
Nasdaq, Inc.

Financial Services
1.66K
+ 3.37%
$59.48 - $74.31 $98.5K - $123K
50.9K $3.71M
VB
Vanguard Small Cap ETF

ETFs
2.14K
+ 17.94%
$214.77 - $237.72 $460K - $510K
14.1K $3.34M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
7.92K
+ 3.8%
$104.47 - $116.17 $828K - $920K
216K $23.3M
ITT
Itt Inc.

Industrials
1.52K
+ 6.32%
$125.05 - $150.55 $190K - $229K
25.6K $3.83M
NFLX
Netflix Inc

Communication Services
433
+ 3.64%
$598.55 - $722.26 $259K - $313K
12.3K $8.74M
CNQ
Canadian Natural Resources LTD

Energy
23.1K
+ 100.61%
$31.97 - $37.41 $740K - $866K
46.1K $1.53M
TGT
Target Corp

Consumer Defensive
3.32K
+ 13.36%
$133.47 - $159.25 $442K - $528K
28.1K $4.38M
FFIV
F5, Inc.

Technology
282
+ 2.1%
$170.44 - $223.6 $48.1K - $63.1K
13.7K $3.03M
VEA
Vanguard Ftse Developed Market

ETFs
5.3K
+ 4.28%
$47.6 - $53.31 $252K - $283K
129K $6.82M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.42K
+ 9.38%
$332.02 - $382.76 $473K - $545K
16.6K $6.23M
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.68K
+ 26.93%
$64.35 - $75.71 $430K - $506K
31.5K $2.32M
SPGI
S&P Global Inc.

Financial Services
674
+ 13.75%
$446.32 - $527.38 $301K - $355K
5.58K $2.88M
KMB
Kimberly Clark Corp

Consumer Defensive
3.55K
+ 7.77%
$135.05 - $148.35 $479K - $526K
49.2K $7M
Activity Summary
Buys All Purchases 867 New Holdings 155 Increased Positions 712 Sells All Sells 343 Reductions 343 Sold out 0 Options Calls 7 Puts 7
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