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
CSTM
Constellium Se

Basic Materials
193K
New
$13.08 - $16.36 $2.53M - $3.16M
193K $2.88M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
60.3K
New
$45.92 - $47.76 $2.77M - $2.88M
60.3K $2.86M
NU
Nu Holdings Ltd.

Financial Services
177K
New
$11.92 - $16.3 $2.11M - $2.88M
177K $2.83M
IWP
Ishares Russell Mid Cap Growth

ETFs
19.8K
New
$137.51 - $145.26 $2.72M - $2.88M
19.8K $2.82M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
84.5K
New
$30.13 - $33.37 $2.55M - $2.82M
84.5K $2.82M
MELI
Mercadolibre Inc

Consumer Cyclical
1.19K
New
$2292.04 - $2514.05 $2.72M - $2.98M
1.19K $2.77M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
32.6K
New
$79.76 - $85.78 $2.6M - $2.8M
32.6K $2.76M
BHP
Bhp Group LTD

Basic Materials
49.3K
New
$48.67 - $56.22 $2.4M - $2.77M
49.3K $2.75M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
136K
New
$15.38 - $20.2 $2.09M - $2.75M
136K $2.75M
ALL
Allstate Corp

Financial Services
12.8K
New
$192.0 - $214.65 $2.45M - $2.74M
12.8K $2.74M
JCI
Johnson Controls International PLC

Industrials
24.7K
New
$103.24 - $111.73 $2.55M - $2.76M
24.7K $2.71M
UL
Unilever PLC

Consumer Defensive
45.6K
New
$58.43 - $65.01 $2.66M - $2.96M
45.6K $2.7M
PLD
Prologis, Inc.

Real Estate
23.5K
New
$104.08 - $115.35 $2.45M - $2.72M
23.5K $2.7M
RYN
Rayonier Inc

Real Estate
101K
New
$22.68 - $27.11 $2.28M - $2.73M
101K $2.67M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
6.13K
New
$393.18 - $439.39 $2.41M - $2.69M
6.13K $2.67M
CL
Colgate Palmolive CO

Consumer Defensive
33.3K
New
$79.36 - $93.33 $2.64M - $3.11M
33.3K $2.66M
XLP
Consumer Staples Sector Spdr

ETFs
34.6K
New
N/A
34.6K $2.63M
VST
Vistra Corp.

Utilities
13.4K
New
$182.0 - $217.92 $2.43M - $2.91M
13.4K $2.62M
YUM
Yum Brands Inc

Consumer Cyclical
17.2K
New
$139.5 - $153.94 $2.4M - $2.65M
17.2K $2.62M
SLB
Schlumberger Limited

Energy
76K
New
$32.37 - $37.31 $2.46M - $2.83M
76K $2.61M
CDNS
Cadence Design Systems Inc

Technology
7.43K
New
$309.46 - $373.37 $2.3M - $2.77M
7.43K $2.61M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
47.1K
New
$52.12 - $55.33 $2.46M - $2.61M
47.1K $2.61M
NI
Nisource Inc.

Utilities
59K
New
$39.0 - $43.33 $2.3M - $2.56M
59K $2.56M
NOC
Northrop Grumman Corp

Industrials
4.14K
New
$498.9 - $609.32 $2.07M - $2.52M
4.14K $2.52M
HDB
Hdfc Bank LTD

Financial Services
73.9K
New
$34.14 - $78.94 $2.52M - $5.83M
73.9K $2.52M
MDLZ
Mondelez International, Inc.

Consumer Defensive
39.9K
New
$60.9 - $70.75 $2.43M - $2.82M
39.9K $2.49M
DTE
Dte Energy CO

Utilities
17.6K
New
$130.26 - $141.49 $2.29M - $2.49M
17.6K $2.49M
FDX
Fedex Corp

Industrials
10.5K
New
$217.1 - $243.2 $2.28M - $2.55M
10.5K $2.48M
IBN
Icici Bank LTD

Financial Services
81.5K
New
$30.23 - $34.41 $2.46M - $2.8M
81.5K $2.46M
SPOT
Spotify Technology S.A.

Communication Services
3.53K
New
$620.01 - $738.53 $2.19M - $2.6M
3.53K $2.46M
INFY
Infosys LTD

Technology
151K
New
$15.98 - $18.96 $2.41M - $2.86M
151K $2.46M
RGTI
Rigetti Computing, Inc.

Technology
82.2K
New
$11.33 - $32.1 $931K - $2.64M
82.2K $2.45M
CUBE
Cube Smart

Real Estate
60K
New
$38.71 - $43.34 $2.32M - $2.6M
60K $2.44M
FAST
Fastenal CO

Industrials
49.7K
New
$42.47 - $50.39 $2.11M - $2.5M
49.7K $2.44M
ELV
Elevance Health, Inc.

Healthcare
7.52K
New
$274.66 - $395.76 $2.06M - $2.97M
7.52K $2.43M
GPS
Gap Inc

Consumer Cyclical
120K
New
N/A
120K $2.41M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
78.9K
New
$27.85 - $30.91 $2.2M - $2.44M
78.9K $2.41M
F
Ford Motor CO

Consumer Cyclical
201K
New
$10.82 - $12.09 $2.17M - $2.43M
201K $2.4M
RACE
Ferrari N.V.

Consumer Cyclical
4.93K
New
$436.24 - $517.65 $2.15M - $2.55M
4.93K $2.39M
TT
Trane Technologies PLC

Industrials
5.63K
New
$398.96 - $472.54 $2.25M - $2.66M
5.63K $2.38M
EW
Edwards Lifesciences Corp

Healthcare
30.2K
New
$73.75 - $81.83 $2.23M - $2.47M
30.2K $2.35M
MFC
Manulife Financial Corp

Financial Services
75.2K
New
$29.9 - $32.34 $2.25M - $2.43M
75.2K $2.34M
EVRG
Evergy, Inc.

Utilities
30.2K
New
$67.73 - $76.02 $2.04M - $2.29M
30.2K $2.29M
AZO
Autozone Inc

Consumer Cyclical
533
New
$3649.42 - $4354.54 $1.95M - $2.32M
533 $2.29M
ONTO
Onto Innovation Inc.

Technology
17.7K
New
$90.0 - $136.73 $1.59M - $2.42M
17.7K $2.29M
CINF
Cincinnati Financial Corp

Financial Services
14.4K
New
$145.8 - $158.1 $2.09M - $2.27M
14.4K $2.27M
EA
Electronic Arts Inc.

Communication Services
11.2K
New
$147.79 - $202.05 $1.66M - $2.27M
11.2K $2.27M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
24.5K
New
$91.44 - $91.77 $2.24M - $2.25M
24.5K $2.25M
CTAS
Cintas Corp

Industrials
10.9K
New
$199.29 - $226.27 $2.18M - $2.48M
10.9K $2.25M
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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