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
SHEL
Shell PLC

Energy
49.5K
New
$69.82 - $73.93 $3.45M - $3.66M
49.5K $3.54M
PNC
Pnc Financial Services Group, Inc.

Financial Services
17.6K
New
$185.88 - $207.44 $3.27M - $3.65M
17.6K $3.54M
XLY
Select Sector Spdr Consumer Di

ETFs
14.7K
New
$216.09 - $242.18 $3.19M - $3.57M
14.7K $3.53M
ADBE
Adobe Inc.

Technology
9.93K
New
$333.65 - $392.1 $3.31M - $3.89M
9.93K $3.5M
VBK
Vanguard Small Cap Growth ETF

ETFs
11.6K
New
$276.51 - $305.12 $3.22M - $3.55M
11.6K $3.46M
ICSH
Blackrock Ultra Short Term Bon

ETFs
68.1K
New
$50.52 - $50.75 $3.44M - $3.46M
68.1K $3.46M
TMUS
T Mobile Us, Inc.

Communication Services
14.3K
New
$226.02 - $259.01 $3.23M - $3.7M
14.3K $3.42M
GM
General Motors CO

Consumer Cyclical
56K
New
$48.89 - $61.24 $2.74M - $3.43M
56K $3.42M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
42K
New
$74.93 - $80.73 $3.15M - $3.39M
42K $3.39M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
72.9K
New
$42.26 - $47.16 $3.08M - $3.44M
72.9K $3.38M
CVS
Cvs Health Corp

Healthcare
44.6K
New
$58.75 - $76.5 $2.62M - $3.41M
44.6K $3.36M
ZTS
Zoetis Inc.

Healthcare
22.7K
New
$141.13 - $159.19 $3.21M - $3.62M
22.7K $3.33M
GLW
Corning Inc

Technology
39.9K
New
$51.6 - $82.03 $2.06M - $3.27M
39.9K $3.27M
MAR
Marriott International Inc

Consumer Cyclical
12.5K
New
$255.35 - $282.87 $3.19M - $3.53M
12.5K $3.25M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
32.3K
New
$100.16 - $100.7 $3.23M - $3.25M
32.3K $3.25M
GII
Spdr S&P Global Infrasture ETF

ETFs
46.7K
New
$66.35 - $69.9 $3.1M - $3.27M
46.7K $3.25M
XEL
Xcel Energy Inc

Utilities
40.2K
New
$67.56 - $80.65 $2.72M - $3.25M
40.2K $3.25M
DT
Dynatrace, Inc.

Technology
66.4K
New
$46.04 - $56.64 $3.06M - $3.76M
66.4K $3.22M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
109K
New
$28.15 - $30.13 $3.06M - $3.27M
109K $3.22M
WELL
Welltower Inc.

Real Estate
18K
New
$150.71 - $178.14 $2.72M - $3.21M
18K $3.21M
DGX
Quest Diagnostics Inc

Healthcare
23.3K
New
N/A
23.3K $3.2M
CEG
Constellation Energy Corp

Utilities
9.72K
New
$298.82 - $354.89 $2.9M - $3.45M
9.72K $3.2M
BXSL
Blackstone Secured Lending Fund

Financial Services
122K
New
$26.07 - $32.55 $3.19M - $3.98M
122K $3.19M
GIB
Cgi Inc

Technology
35.8K
New
$88.14 - $106.19 $3.16M - $3.8M
35.8K $3.19M
KKR
Kkr & Co. Inc.

Financial Services
24.4K
New
$129.95 - $152.16 $3.17M - $3.71M
24.4K $3.17M
SHOP
Shopify Inc.

Technology
21.4K
New
$112.11 - $157.12 $2.39M - $3.35M
21.4K $3.17M
MPC
Marathon Petroleum Corp

Energy
16.4K
New
$158.59 - $198.69 $2.59M - $3.25M
16.4K $3.15M
CME
Cme Group Inc.

Financial Services
11.6K
New
$258.83 - $287.1 $3M - $3.33M
11.6K $3.14M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
23.5K
New
$96.73 - $137.09 $2.27M - $3.22M
23.5K $3.11M
EMR
Emerson Electric CO

Industrials
23.7K
New
$128.6 - $149.63 $3.04M - $3.54M
23.7K $3.1M
RY
Royal Bank Of Canada

Financial Services
21.1K
New
$128.46 - $148.6 $2.71M - $3.13M
21.1K $3.1M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
49.1K
New
$59.61 - $63.09 $2.93M - $3.1M
49.1K $3.09M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
44.4K
New
$64.58 - $69.94 $2.87M - $3.1M
44.4K $3.08M
O
Realty Income Corp

Real Estate
50K
New
$56.13 - $60.79 $2.81M - $3.04M
50K $3.04M
ADP
Automatic Data Processing Inc

Industrials
10.3K
New
$288.69 - $310.94 $2.99M - $3.22M
10.3K $3.04M
HQY
Healthequity, Inc.

Healthcare
31.9K
New
$87.42 - $103.12 $2.79M - $3.29M
31.9K $3.02M
MSI
Motorola Solutions, Inc.

Technology
6.6K
New
$408.73 - $490.3 $2.7M - $3.24M
6.6K $3.02M
AZN
Astrazeneca PLC

Healthcare
39.1K
New
$68.72 - $82.11 $2.69M - $3.21M
39.1K $3M
WMB
Williams Companies, Inc.

Energy
47.2K
New
$56.52 - $64.01 $2.67M - $3.02M
47.2K $2.99M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
25.1K
New
$109.47 - $119.06 $2.75M - $2.99M
25.1K $2.98M
GGG
Graco Inc

Industrials
34.8K
New
$82.58 - $88.81 $2.88M - $3.09M
34.8K $2.96M
AXS
Axis Capital Holdings LTD

Financial Services
30.9K
New
$93.33 - $102.44 $2.88M - $3.16M
30.9K $2.96M
WCC
Wesco International Inc

Industrials
14K
New
$189.22 - $227.19 $2.65M - $3.18M
14K $2.96M
PEAK
Healthpeak Properties, Inc.

Real Estate
155K
New
N/A
155K $2.95M
MKL
Markel Corp

Financial Services
1.52K
New
$1898.34 - $2031.8 $2.89M - $3.09M
1.52K $2.91M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
59.9K
New
$47.11 - $48.77 $2.82M - $2.92M
59.9K $2.91M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
20.7K
New
$136.48 - $142.97 $2.82M - $2.96M
20.7K $2.9M
URBN
Urban Outfitters Inc

Consumer Cyclical
40.5K
New
$66.84 - $79.79 $2.71M - $3.23M
40.5K $2.89M
HOOD
Robinhood Markets, Inc.

Technology
20.1K
New
$91.27 - $143.18 $1.84M - $2.88M
20.1K $2.88M
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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