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
DFIS
Dimensional ETF Tr Dimensional

ETFs
270K
New
$29.65 - $31.77 $7.99M - $8.56M
270K $8.53M
HON
Honeywell International Inc

Industrials
40.5K
New
$207.7 - $240.4 $8.41M - $9.73M
40.5K $8.52M
PAYX
Paychex Inc

Industrials
66.3K
New
$126.69 - $147.99 $8.4M - $9.81M
66.3K $8.4M
XLC
Select Sector Spdr Tr Communic

ETFs
70.4K
New
$105.99 - $119.41 $7.47M - $8.41M
70.4K $8.34M
TXN
Texas Instruments Inc

Technology
42.8K
New
N/A
42.8K $8.33M
SCHA
Schwab Strategic Tr Us Small C

ETFs
298K
New
$25.29 - $28.33 $7.53M - $8.44M
298K $8.31M
LUMN
Lumen Technologies, Inc.

Communication Services
1.35M
New
$3.7 - $6.22 $5.01M - $8.42M
1.35M $8.29M
FMB
First Tr Exchange Traded Fd Ii

ETFs
163K
New
$49.32 - $50.93 $8.04M - $8.3M
163K $8.27M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
57.6K
New
$133.48 - $144.38 $7.69M - $8.32M
57.6K $8.22M
BNDX
Vanguard Total International B

ETFs
166K
New
$49.0 - $49.51 $8.12M - $8.2M
166K $8.19M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
158K
New
$50.81 - $51.07 $8.03M - $8.07M
158K $8.07M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
81.2K
New
$90.62 - $107.71 $7.36M - $8.75M
81.2K $8M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
109K
New
$72.01 - $74.44 $7.82M - $8.08M
109K $7.98M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
24.5K
New
$301.44 - $365.84 $7.39M - $8.97M
24.5K $7.93M
MLM
Martin Marietta Materials Inc

Basic Materials
12.4K
New
$546.36 - $631.12 $6.77M - $7.82M
12.4K $7.81M
DVY
Ishares Tr

ETFs
53.4K
New
$133.88 - $142.57 $7.15M - $7.61M
53.4K $7.59M
MO
Altria Group, Inc.

Consumer Defensive
115K
New
$57.75 - $67.68 $6.63M - $7.77M
115K $7.59M
CCJ
Cameco Corp

Energy
90K
New
$70.47 - $86.89 $6.34M - $7.82M
90K $7.54M
TSCO
Tractor Supply CO

Consumer Cyclical
132K
New
$54.08 - $62.65 $7.13M - $8.26M
132K $7.5M
MU
Micron Technology Inc

Technology
44.7K
New
$104.88 - $168.89 $4.68M - $7.54M
44.7K $7.47M
TW
Tradeweb Markets Inc.

Financial Services
67.1K
New
$110.5 - $146.12 $7.41M - $9.8M
67.1K $7.44M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
314K
New
$21.69 - $23.34 $6.8M - $7.32M
314K $7.3M
VB
Vanguard Small Cap ETF

ETFs
28.6K
New
$237.58 - $259.17 $6.8M - $7.42M
28.6K $7.28M
BMY
Bristol Myers Squibb CO

Healthcare
160K
New
$43.31 - $48.98 $6.94M - $7.85M
160K $7.23M
TMO
Thermo Fisher Scientific Inc.

Healthcare
14.9K
New
$404.94 - $499.99 $6.02M - $7.44M
14.9K $7.22M
AVDE
American Centy ETF Tr Avantis

ETFs
91.3K
New
$73.24 - $79.04 $6.68M - $7.21M
91.3K $7.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
50.6K
New
$132.9 - $142.03 $6.73M - $7.19M
50.6K $7.14M
GPN
Global Payments Inc

Industrials
85.5K
New
$77.61 - $90.01 $6.64M - $7.7M
85.5K $7.1M
SNOW
Snowflake Inc.

Technology
31.4K
New
$191.73 - $241.0 $6.02M - $7.57M
31.4K $7.08M
TRV
Travelers Companies, Inc.

Financial Services
25.3K
New
$250.62 - $279.43 $6.35M - $7.08M
25.3K $7.07M
UPS
United Parcel Service Inc

Industrials
84.6K
New
$82.58 - $105.54 $6.98M - $8.93M
84.6K $7.06M
XLE
Energy Sector Spdr

ETFs
78.4K
New
$84.25 - $91.99 $6.6M - $7.21M
78.4K $7M
VEU
Vanguard Ftse All World Ex Us

ETFs
97.9K
New
$66.38 - $71.68 $6.5M - $7.02M
97.9K $6.99M
MCK
Mckesson Corp

Healthcare
9.02K
New
$659.01 - $772.54 $5.94M - $6.97M
9.02K $6.97M
CB
Chubb LTD

Financial Services
24.5K
New
$265.99 - $289.59 $6.53M - $7.11M
24.5K $6.93M
BYD
Boyd Gaming Corp

Consumer Cyclical
79.6K
New
$79.66 - $87.38 $6.34M - $6.95M
79.6K $6.88M
VGT
Vanguard Information Technolog

ETFs
9.17K
New
$656.44 - $753.15 $6.02M - $6.91M
9.17K $6.85M
CORP
Pimco Investment Grade Corp Bd

ETFs
69K
New
$95.87 - $99.18 $6.61M - $6.84M
69K $6.8M
VEEV
Veeva Systems Inc

Healthcare
22.5K
New
$269.2 - $297.91 $6.05M - $6.7M
22.5K $6.7M
KMB
Kimberly Clark Corp

Consumer Defensive
53.7K
New
$121.72 - $136.77 $6.54M - $7.34M
53.7K $6.68M
EFA
Ishares Tr Msci Eafe ETF

ETFs
70K
New
$87.29 - $93.61 $6.11M - $6.56M
70K $6.54M
KMI
Kinder Morgan, Inc.

Energy
230K
New
$26.23 - $28.5 $6.04M - $6.56M
230K $6.51M
XSMO
Invesco S&P Smallcap Momentum

ETFs
87.4K
New
$67.1 - $74.29 $5.86M - $6.49M
87.4K $6.43M
DGRO
Ishares Core Dividend Growth E

ETFs
94.1K
New
$64.12 - $68.08 $6.03M - $6.41M
94.1K $6.41M
BK
Bank Of New York Mellon Corp

Financial Services
58.2K
New
$90.65 - $109.75 $5.27M - $6.39M
58.2K $6.34M
ITT
Itt Inc.

Industrials
35.3K
New
$155.93 - $182.88 $5.5M - $6.46M
35.3K $6.31M
FFIV
F5, Inc.

Technology
19.5K
New
$290.76 - $334.59 $5.66M - $6.52M
19.5K $6.29M
CSX
Csx Corp

Industrials
177K
New
$32.05 - $36.52 $5.68M - $6.47M
177K $6.29M
NDAQ
Nasdaq, Inc.

Financial Services
70K
New
$86.73 - $96.94 $6.07M - $6.78M
70K $6.19M
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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