Sequoia Financial Advisors, LLC Incresed Positions in Q4 2024

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
125K
+ 172.5%
$45.17 - $47.23 $5.67M - $5.92M
198K $8.99M
HD
Home Depot, Inc.

Consumer Cyclical
18.7K
+ 17.16%
$385.02 - $431.37 $7.21M - $8.08M
128K $49.7M
JPIE
J P Morgan Exchange Traded Fd
144K
+ 8.82%
$45.59 - $46.25 $6.58M - $6.68M
1.78M $81.3M
WYNN
Wynn Resorts LTD

Consumer Cyclical
107K
+ 25.64%
$84.3 - $106.41 $9.04M - $11.4M
525K $45.3M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
286K
+ 24.13%
$26.16 - $28.82 $7.49M - $8.25M
1.47M $38.6M
C
Citigroup Inc

Financial Services
50.6K
+ 24.49%
$61.31 - $72.5 $3.1M - $3.67M
257K $18.1M
PAYX
Paychex Inc

Industrials
35.4K
+ 122.07%
$135.86 - $148.73 $4.81M - $5.27M
64.4K $9.03M
GPN
Global Payments Inc

Industrials
42.6K
+ 164.98%
$97.57 - $119.38 $4.16M - $5.09M
68.4K $7.67M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
133K
+ 39.47%
$33.92 - $36.6 $4.51M - $4.86M
470K $16.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.8K
+ 5.05%
$481.22 - $538.17 $2.31M - $2.58M
100K $51.1M
BAC
Bank Of America Corp

Financial Services
31.4K
+ 5.12%
$39.22 - $47.77 $1.23M - $1.5M
644K $28.3M
JEF
Jefferies Financial Group Inc.

Financial Services
23.9K
+ 19.89%
$61.95 - $81.75 $1.48M - $1.95M
144K $11.3M
NFLX
Netflix Inc

Communication Services
1.76K
+ 14.27%
$687.65 - $936.56 $1.21M - $1.65M
14.1K $12.5M
XOM
Exxon Mobil Corp

Energy
75.6K
+ 16.48%
$105.51 - $125.37 $7.97M - $9.47M
534K $57.5M
VB
Vanguard Small Cap ETF

ETFs
15.1K
+ 106.81%
$233.76 - $261.58 $3.52M - $3.94M
29.2K $7.01M
VV
Vanguard Large Cap ETF

ETFs
13.1K
+ 136.05%
$260.27 - $280.65 $3.42M - $3.68M
22.8K $6.14M
APO
Apollo Global Management, Inc.

Financial Services
14.2K
+ 48.97%
$131.36 - $178.61 $1.86M - $2.53M
43.2K $7.13M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
66.7K
+ 262.44%
$50.02 - $51.24 $3.34M - $3.42M
92.2K $4.62M
T
At&T Inc.

Communication Services
134K
+ 53.88%
$21.22 - $23.88 $2.84M - $3.19M
382K $8.69M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
44K
+ 1305.66%
$70.1 - $76.53 $3.09M - $3.37M
47.4K $3.35M
PG
Procter & Gamble CO

Consumer Defensive
26.3K
+ 9.89%
$161.05 - $179.7 $4.24M - $4.73M
293K $49.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
77.6K
+ 26.62%
$40.38 - $44.35 $3.13M - $3.44M
369K $15.1M
VGT
Vanguard Information Technolog

ETFs
4.31K
+ 131.36%
$571.78 - $647.97 $2.46M - $2.79M
7.58K $4.72M
TGT
Target Corp

Consumer Defensive
24.6K
+ 87.51%
$121.59 - $160.69 $2.99M - $3.95M
52.7K $7.13M
IEMG
Ishares Inc

ETFs
50.6K
+ 9.09%
N/A
608K $32.6M
RTX
Raytheon Technologies Corp

Industrials
45.6K
+ 9.35%
$114.45 - $127.21 $5.22M - $5.8M
533K $61.7M
OKE
Oneok Inc

Energy
7.01K
+ 3.43%
$92.28 - $117.05 $647K - $821K
211K $21.2M
ABT
Abbott Laboratories

Healthcare
23K
+ 11.88%
$111.93 - $119.39 $2.58M - $2.75M
217K $24.5M
UNP
Union Pacific Corp

Industrials
12.6K
+ 51.02%
$223.15 - $249.32 $2.81M - $3.14M
37.3K $8.51M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
47.9K
+ 39.22%
$50.67 - $50.9 $2.43M - $2.44M
170K $8.62M
ZION
Zions Bancorporation, National Association

Financial Services
39.5K
+ 143.45%
$45.62 - $61.73 $1.8M - $2.44M
67.1K $3.64M
VCIT
Vanguard Intermediate Term Cor

ETFs
52.2K
+ 9.53%
$80.13 - $83.77 $4.19M - $4.38M
600K $48.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
41.3K
+ 135.28%
$58.88 - $64.8 $2.43M - $2.67M
71.8K $4.23M
TJX
Tjx Companies Inc

Consumer Cyclical
15.4K
+ 12.91%
$112.15 - $127.2 $1.72M - $1.96M
134K $16.2M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
55.8K
+ 10.0%
$47.65 - $48.6 $2.66M - $2.71M
614K $29.3M
CSCO
Cisco Systems, Inc.

Technology
23.3K
+ 17.51%
$52.45 - $60.02 $1.22M - $1.4M
156K $9.24M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
16.2K
+ 47.94%
$121.89 - $135.52 $1.97M - $2.19M
50K $6.24M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.97K
+ 23.92%
$370.24 - $418.94 $1.47M - $1.66M
20.6K $8.26M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
15.1K
+ 13.06%
$209.89 - $233.24 $3.16M - $3.52M
131K $27.7M
BX
Blackstone Inc.

Financial Services
1.12K
+ 1.23%
$148.45 - $199.05 $167K - $223K
92.2K $15.9M
DVY
Ishares Tr

ETFs
16.2K
+ 33.94%
$129.55 - $143.41 $2.1M - $2.33M
64.1K $8.41M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.38K
+ 9.83%
$172.07 - $207.36 $753K - $907K
48.9K $9.65M
DIS
Walt Disney CO

Communication Services
1.7K
+ 1.55%
$92.39 - $117.6 $157K - $199K
111K $12.4M
MPLX
Mplx LP

Energy
24.4K
+ 12.54%
$43.77 - $51.66 $1.07M - $1.26M
219K $10.5M
MA
Mastercard Inc

Financial Services
2.3K
+ 12.44%
$491.3 - $536.15 $1.13M - $1.23M
20.8K $10.9M
MO
Altria Group, Inc.

Consumer Defensive
33.5K
+ 79.16%
$49.06 - $57.74 $1.64M - $1.93M
75.7K $3.96M
WSM
Williams Sonoma Inc

Consumer Cyclical
4.64K
+ 15.23%
$129.13 - $198.21 $600K - $920K
35.1K $6.51M
USB
Us Bancorp \De\

Financial Services
32.4K
+ 32.48%
$43.98 - $53.66 $1.42M - $1.74M
132K $6.31M
AXP
American Express CO

Financial Services
3.92K
+ 18.19%
$267.35 - $305.57 $1.05M - $1.2M
25.5K $7.56M
Activity Summary
Buys All Purchases 987 New Holdings 150 Increased Positions 837 Sells All Sells 300 Reductions 300 Sold out 0 Options Calls 6 Puts 5
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