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
BWXT
Bwx Technologies, Inc.

Industrials
1.95K
+ 5.7%
$92.38 - $108.7 $180K - $212K
36.2K $3.93M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
8.71K
New
$70.42 - $80.82 $613K - $704K
8.71K $680K
AB
Alliancebernstein Holding L.P.

Financial Services
19.2K
New
$31.87 - $35.39 $613K - $680K
19.2K $671K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
10.4K
New
$54.2 - $65.22 $565K - $679K
10.4K $663K
SU
Suncor Energy Inc

Energy
18.4K
+ 113.14%
$36.06 - $41.7 $663K - $767K
34.7K $1.28M
ITOT
Ishares Core S&P Total U.S. St

ETFs
126
+ 0.13%
$113.41 - $125.62 $14.3K - $15.8K
94K $11.8M
STE
Steris PLC

Healthcare
917
+ 5.03%
$213.51 - $247.14 $196K - $227K
19.1K $4.64M
PLD
Prologis, Inc.

Real Estate
3.93K
+ 37.78%
$111.95 - $132.43 $440K - $520K
14.3K $1.81M
WMB
Williams Companies, Inc.

Energy
12.3K
+ 50.64%
$41.24 - $46.22 $505K - $566K
36.5K $1.66M
LOB
Live Oak Bancshares, Inc.

Financial Services
17
+ 0.03%
$33.45 - $49.72 $569 - $845
51K $2.42M
EPD
Enterprise Products Partners L.P.

Energy
20.5K
+ 84.56%
$27.88 - $30.0 $571K - $614K
44.7K $1.3M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.36K
+ 6.73%
$85.44 - $110.36 $116K - $150K
21.6K $2.38M
DTE
Dte Energy CO

Utilities
2.73K
+ 20.98%
$108.67 - $128.41 $296K - $350K
15.7K $2.02M
CSX
Csx Corp

Industrials
13.5K
+ 13.39%
$32.48 - $35.45 $439K - $479K
115K $3.95M
EXAS
Exact Sciences Corp

Healthcare
8.36K
New
$42.43 - $70.83 $355K - $592K
8.36K $569K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
44K
New
$11.81 - $12.92 $520K - $568K
44K $568K
ADP
Automatic Data Processing Inc

Industrials
922
+ 11.51%
$233.44 - $279.45 $215K - $258K
8.93K $2.47M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
333
+ 19.59%
$1015.62 - $1159.62 $338K - $386K
2.03K $2.34M
VEEV
Veeva Systems Inc

Healthcare
550
+ 3.46%
$180.43 - $223.9 $99.2K - $123K
16.4K $3.45M
BLDR
Builders First Source, Inc.

Industrials
2.78K
New
$132.6 - $201.83 $369K - $561K
2.78K $539K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.61K
+ 5.55%
$77.02 - $85.06 $201K - $222K
49.5K $4.18M
EQIX
Equinix Inc

Real Estate
354
+ 21.18%
$749.0 - $890.01 $265K - $315K
2.03K $1.8M
H
Hyatt Hotels Corp

Consumer Cyclical
3.38K
New
$130.36 - $162.22 $440K - $547K
3.38K $513K
XLF
Financial Sector Spdr

ETFs
3.12K
+ 3.54%
$40.84 - $45.74 $127K - $143K
91.2K $4.13M
TSCO
Tractor Supply CO

Consumer Cyclical
366
+ 1.92%
$251.95 - $290.93 $92.2K - $106K
19.4K $5.65M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.96K
+ 8.79%
$36.98 - $41.55 $257K - $289K
86.1K $3.54M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.15K
+ 10.3%
$460.0 - $505.78 $528K - $580K
12.3K $5.71M
GIB
Cgi Inc

Technology
181
+ 0.59%
$99.02 - $116.4 $17.9K - $21.1K
31.1K $3.58M
ISRG
Intuitive Surgical Inc

Healthcare
308
+ 4.21%
$416.14 - $494.01 $128K - $152K
7.62K $3.74M
GM
General Motors CO

Consumer Cyclical
12.3K
+ 28.25%
$39.95 - $49.9 $493K - $615K
56K $2.51M
KKR
Kkr & Co. Inc.

Financial Services
1.01K
+ 7.41%
$104.51 - $133.23 $105K - $134K
14.6K $1.91M
XLV
Select Sector Spdr Fund Health

ETFs
2.05K
+ 11.01%
$143.3 - $157.24 $293K - $322K
20.6K $3.18M
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
743
+ 0.12%
$27.67 - $33.43 $20.6K - $24.8K
646K $20.5M
MFC
Manulife Financial Corp

Financial Services
11.2K
+ 25.15%
$24.13 - $29.63 $271K - $333K
55.9K $1.65M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.98K
New
$91.42 - $91.82 $455K - $457K
4.98K $457K
ACGL
Arch Capital Group Ltd.

Financial Services
1.99K
+ 9.53%
$94.47 - $114.25 $188K - $227K
22.9K $2.56M
FDN
First Tr Fd Dow Jones

ETFs
10
+ 0.02%
$183.68 - $212.48 $1.84K - $2.12K
64.8K $13.7M
FLEX
Flex Ltd.

Technology
2.57K
+ 2.79%
$28.1 - $34.0 $72.3K - $87.5K
94.7K $3.16M
BKR
Baker Hughes CO

Energy
12.1K
+ 156.89%
$32.92 - $38.72 $400K - $470K
19.9K $718K
ICUI
Icu Medical Inc

Healthcare
2.42K
New
$114.88 - $182.17 $278K - $442K
2.42K $441K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.38K
+ 15.46%
$136.93 - $162.81 $189K - $224K
10.3K $1.65M
HUBB
Hubbell Inc

Industrials
152
+ 2.65%
$355.55 - $428.48 $54K - $65.1K
5.89K $2.52M
MO
Altria Group, Inc.

Consumer Defensive
4.03K
+ 10.55%
$45.95 - $54.71 $185K - $221K
42.3K $2.16M
SAP
Sap Se

Technology
560
+ 5.35%
$197.21 - $231.0 $110K - $129K
11K $2.53M
MSTR
Microstrategy Inc

Technology
4.55K
+ 1537.16%
$114.3 - $1800.09 $520K - $8.19M
4.85K $817K
FNDA
Schwab Fundamental U S Small C

ETFs
5.05K
+ 21.93%
$54.26 - $60.01 $274K - $303K
28.1K $1.67M
CTVA
Corteva, Inc.

Basic Materials
5.47K
+ 31.75%
$50.72 - $58.78 $277K - $321K
22.7K $1.33M
CTO
Cto Realty Growth, Inc.

Real Estate
21.2K
New
$17.36 - $20.15 $368K - $428K
21.2K $403K
TSN
Tyson Foods, Inc.

Consumer Defensive
6.76K
New
$55.91 - $65.87 $378K - $445K
6.76K $402K
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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