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
ASML
Asml Holding Nv

Technology
4.61K
New
$689.63 - $968.09 $3.18M - $4.46M
4.61K $4.46M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
52.4K
New
$81.76 - $86.36 $4.28M - $4.53M
52.4K $4.44M
IWV
Ishares Russell 3000 ETF

ETFs
11.7K
New
$351.04 - $379.81 $4.1M - $4.43M
11.7K $4.42M
ZION
Zions Bancorporation, National Association

Financial Services
77.8K
New
$51.2 - $59.15 $3.99M - $4.6M
77.8K $4.4M
DHR
Danaher Corp

Healthcare
22.2K
New
$181.46 - $212.2 $4.02M - $4.7M
22.2K $4.39M
HSBC
Hsbc Holdings PLC

Financial Services
61.4K
New
$60.27 - $70.98 $3.7M - $4.36M
61.4K $4.36M
SPYG
Spdr Portfolio

ETFs
41.7K
New
$94.33 - $105.31 $3.93M - $4.39M
41.7K $4.35M
CSGP
Costar Group, Inc.

Real Estate
51.3K
New
$81.42 - $96.83 $4.18M - $4.97M
51.3K $4.33M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
92.3K
New
$45.26 - $46.63 $4.18M - $4.3M
92.3K $4.27M
SPGI
S&P Global Inc.

Financial Services
8.68K
New
$484.94 - $564.15 $4.21M - $4.89M
8.68K $4.22M
LQD
Ishares Iboxx $ Investment Gra

ETFs
37.6K
New
$107.66 - $112.36 $4.05M - $4.23M
37.6K $4.19M
DFSV
Dimensional ETF Tr Dimensional

ETFs
132K
New
$29.2 - $32.74 $3.84M - $4.31M
132K $4.19M
PSX
Phillips 66

Energy
30.7K
New
$118.37 - $139.46 $3.63M - $4.28M
30.7K $4.17M
MNST
Monster Beverage Corp

Consumer Defensive
61.4K
New
$58.65 - $67.31 $3.6M - $4.13M
61.4K $4.13M
IWR
Ishares Russell Mid Cap ETF

ETFs
42.7K
New
$92.26 - $97.51 $3.94M - $4.16M
42.7K $4.12M
VNT
Vontier Corp

Technology
98K
New
$37.48 - $43.71 $3.67M - $4.29M
98K $4.11M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
31.7K
New
$122.57 - $132.57 $3.88M - $4.2M
31.7K $4.11M
BSX
Boston Scientific Corp

Healthcare
41.9K
New
$97.03 - $108.14 $4.06M - $4.53M
41.9K $4.09M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
37.8K
New
$89.32 - $107.82 $3.38M - $4.08M
37.8K $4.08M
ISRG
Intuitive Surgical Inc

Healthcare
9.1K
New
$433.66 - $544.47 $3.95M - $4.95M
9.1K $4.07M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
31.7K
New
$112.94 - $129.99 $3.58M - $4.12M
31.7K $4.05M
ADI
Analog Devices Inc

Technology
16.4K
New
$220.68 - $255.63 $3.61M - $4.18M
16.4K $4.02M
URTH
Ishares Msci World ETF

ETFs
21.9K
New
$168.96 - $181.71 $3.7M - $3.98M
21.9K $3.98M
GL
Globe Life Inc.

Financial Services
27.8K
New
$117.6 - $146.55 $3.27M - $4.07M
27.8K $3.97M
PKI
Perkinelmer Inc

Healthcare
32.6K
New
N/A
32.6K $3.95M
CACC
Credit Acceptance Corp

Financial Services
8.44K
New
$447.51 - $543.74 $3.78M - $4.59M
8.44K $3.94M
FNDX
Schwab Fundamental U S Large C

ETFs
149K
New
$24.38 - $26.34 $3.64M - $3.94M
149K $3.93M
XLV
Select Sector Spdr Fund Health

ETFs
28K
New
$129.01 - $139.72 $3.61M - $3.91M
28K $3.9M
COF
Capital One Financial Corp

Financial Services
18.3K
New
$207.29 - $229.74 $3.79M - $4.2M
18.3K $3.89M
ITRI
Itron, Inc.

Technology
30.8K
New
$117.47 - $138.42 $3.61M - $4.26M
30.8K $3.83M
VFVA
Vanguard Wellington Fd U S Val

ETFs
30K
New
$116.21 - $129.7 $3.48M - $3.89M
30K $3.82M
SBUX
Starbucks Corp

Consumer Cyclical
44.8K
New
$81.9 - $96.86 $3.67M - $4.34M
44.8K $3.79M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
21.2K
New
$103.83 - $179.9 $2.2M - $3.81M
21.2K $3.79M
ZWS
Zurn Water Solutions Corp

Industrials
80.3K
New
$36.48 - $47.94 $2.93M - $3.85M
80.3K $3.77M
SAP
Sap Se

Technology
14.1K
New
$252.42 - $311.93 $3.55M - $4.39M
14.1K $3.76M
INTC
Intel Corp

Technology
112K
New
$19.31 - $35.5 $2.16M - $3.97M
112K $3.75M
VLO
Valero Energy Corp

Energy
21.8K
New
$131.77 - $175.63 $2.88M - $3.84M
21.8K $3.72M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
78.7K
New
$45.72 - $47.27 $3.6M - $3.72M
78.7K $3.7M
LHX
L3 Harris Technologies, Inc.

Industrials
12K
New
$252.18 - $305.41 $3.03M - $3.67M
12K $3.67M
APP
App Lovin Corp

Technology
5.1K
New
$335.1 - $718.54 $1.71M - $3.67M
5.1K $3.67M
SONY
Sony Group Corp

Technology
127K
New
$23.92 - $30.07 $3.04M - $3.83M
127K $3.66M
ICE
Intercontinental Exchange, Inc.

Financial Services
21.7K
New
$167.28 - $188.45 $3.63M - $4.09M
21.7K $3.66M
CDW
Cdw Corp

Technology
22.9K
New
$156.97 - $182.84 $3.59M - $4.19M
22.9K $3.65M
CRWD
Crowd Strike Holdings, Inc.

Technology
7.4K
New
$412.46 - $514.1 $3.05M - $3.8M
7.4K $3.63M
ESI
Element Solutions Inc

Basic Materials
144K
New
$23.13 - $26.99 $3.33M - $3.88M
144K $3.62M
VO
Vanguard Mid Cap ETF

ETFs
12.3K
New
$279.83 - $293.74 $3.44M - $3.61M
12.3K $3.61M
KLAC
Kla Corp

Technology
3.33K
New
$843.9 - $1078.6 $2.81M - $3.6M
3.33K $3.6M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
17.8K
New
$196.15 - $217.83 $3.49M - $3.87M
17.8K $3.58M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
39K
New
$85.93 - $92.12 $3.35M - $3.59M
39K $3.55M
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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