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
GVI
Ishares Tr

ETFs
57.5K
New
$105.8 - $107.81 $6.09M - $6.2M
57.5K $6.18M
KEYS
Keysight Technologies, Inc.

Technology
35.1K
New
$158.51 - $178.15 $5.57M - $6.26M
35.1K $6.14M
DELL
Dell Technologies Inc.

Technology
42.8K
New
$120.96 - $141.77 $5.18M - $6.07M
42.8K $6.07M
NVT
N Vent Electric PLC

Industrials
61.1K
New
$72.16 - $100.25 $4.41M - $6.12M
61.1K $6.02M
WAL
Western Alliance Bancorporation

Financial Services
69.4K
New
$76.33 - $91.49 $5.3M - $6.35M
69.4K $6.02M
NOW
Service Now, Inc.

Technology
6.53K
New
$850.86 - $1044.69 $5.56M - $6.82M
6.53K $6.01M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
113K
New
$50.9 - $52.37 $5.75M - $5.91M
113K $5.9M
STE
Steris PLC

Healthcare
23.8K
New
$221.21 - $252.43 $5.26M - $6M
23.8K $5.88M
CW
Curtiss Wright Corp

Industrials
10.6K
New
$472.43 - $542.94 $5.02M - $5.77M
10.6K $5.77M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1.06K
New
$5364.25 - $5815.92 $5.7M - $6.18M
1.06K $5.74M
IVE
Ishares S&P 500 Value ETF

ETFs
27.3K
New
$194.44 - $206.51 $5.32M - $5.65M
27.3K $5.65M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
111K
New
$49.78 - $50.75 $5.54M - $5.65M
111K $5.64M
ENB
Enbridge Inc

Energy
111K
New
$43.79 - $50.46 $4.86M - $5.6M
111K $5.6M
IAU
Ishares Gold Trust

ETFs
76.9K
New
$61.62 - $72.77 $4.74M - $5.59M
76.9K $5.59M
DE
Deere & CO

Industrials
12.1K
New
$457.26 - $524.37 $5.53M - $6.35M
12.1K $5.53M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
14K
New
$366.54 - $479.53 $5.12M - $6.7M
14K $5.48M
TXT
Textron Inc

Industrials
64.7K
New
$77.02 - $87.21 $4.98M - $5.64M
64.7K $5.47M
A
Agilent Technologies, Inc.

Healthcare
42.6K
New
$112.04 - $128.75 $4.77M - $5.48M
42.6K $5.46M
UBER
Uber Technologies, Inc

Technology
55.4K
New
$86.91 - $99.57 $4.81M - $5.51M
55.4K $5.43M
IEMG
Ishares Inc

ETFs
100K
New
N/A
100K $5.38M
NVS
Novartis Ag

Healthcare
41.8K
New
$113.5 - $129.73 $4.74M - $5.42M
41.8K $5.36M
AVEM
American Centy ETF Tr Avantis

ETFs
70.4K
New
$68.33 - $75.41 $4.81M - $5.31M
70.4K $5.29M
DLR
Digital Realty Trust, Inc.

Real Estate
30.5K
New
$161.21 - $180.02 $4.92M - $5.49M
30.5K $5.28M
SNPS
Synopsys Inc

Technology
10.6K
New
$387.78 - $645.35 $4.12M - $6.86M
10.6K $5.24M
AL
Air Lease Corp

Industrials
82.3K
New
$54.35 - $64.28 $4.47M - $5.29M
82.3K $5.24M
WAT
Waters Corp

Healthcare
17.4K
New
$277.72 - $357.04 $4.83M - $6.21M
17.4K $5.21M
COP
Conocophillips

Energy
55K
New
$91.0 - $98.99 $5M - $5.44M
55K $5.2M
BEP
Brookfield Renewable Partners L.P.

Utilities
201K
New
$24.32 - $27.58 $4.89M - $5.55M
201K $5.19M
MAS
Masco Corp

Industrials
73.7K
New
$64.44 - $76.07 $4.75M - $5.61M
73.7K $5.19M
PSA
Public Storage

Real Estate
17.9K
New
$271.94 - $298.09 $4.86M - $5.33M
17.9K $5.17M
IWD
Ishares Russell 1000 Val ETF

ETFs
25.3K
New
$192.76 - $203.86 $4.88M - $5.16M
25.3K $5.15M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
184K
New
$26.92 - $28.6 $4.95M - $5.26M
184K $5.14M
EVR
Evercore Inc.

Financial Services
15K
New
$276.5 - $362.79 $4.16M - $5.46M
15K $5.07M
XLU
Utilities Sector Spdr

ETFs
57.4K
New
$81.14 - $87.32 $4.66M - $5.01M
57.4K $5.01M
GILD
Gilead Sciences, Inc.

Healthcare
44.6K
New
$108.22 - $120.47 $4.83M - $5.37M
44.6K $4.95M
ROP
Roper Technologies Inc

Industrials
9.93K
New
$495.03 - $573.0 $4.92M - $5.69M
9.93K $4.95M
WWD
Woodward, Inc.

Industrials
19.6K
New
$237.33 - $266.1 $4.64M - $5.21M
19.6K $4.95M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
72K
New
$64.17 - $68.19 $4.62M - $4.91M
72K $4.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
96.5K
New
$50.47 - $50.74 $4.87M - $4.9M
96.5K $4.9M
MBB
Ishares Tr

ETFs
51.1K
New
$92.46 - $95.73 $4.72M - $4.89M
51.1K $4.86M
SYK
Stryker Corp

Healthcare
13K
New
$368.57 - $403.53 $4.8M - $5.26M
13K $4.82M
APH
Amphenol Corp

Technology
38K
New
$97.39 - $125.4 $3.71M - $4.77M
38K $4.71M
AON
Aon PLC

Financial Services
13.2K
New
$350.91 - $375.27 $4.62M - $4.94M
13.2K $4.69M
CMPR
Cimpress PLC

Communication Services
74.1K
New
$43.33 - $63.47 $3.21M - $4.7M
74.1K $4.67M
VHT
Vanguard Health Care ETF

ETFs
17.7K
New
$239.12 - $259.95 $4.24M - $4.61M
17.7K $4.61M
GMED
Globus Medical Inc

Healthcare
79.5K
New
$51.89 - $62.79 $4.13M - $4.99M
79.5K $4.55M
SCHV
Schwab Strategic Tr Us Large C

ETFs
156K
New
$27.61 - $29.15 $4.31M - $4.55M
156K $4.55M
MDT
Medtronic PLC

Healthcare
47.1K
New
$87.67 - $95.74 $4.13M - $4.51M
47.1K $4.49M
PFF
Ishares Trust Ishares Pfd And

ETFs
141K
New
$30.67 - $32.13 $4.34M - $4.54M
141K $4.47M
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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