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
SPYG
Spdr Portfolio

ETFs
1.45K
+ 1.47%
$81.74 - $91.38 $118K - $132K
100K $8.79M
MRVL
Marvell Technology, Inc.

Technology
326
+ 2.16%
$70.31 - $124.78 $22.9K - $40.7K
15.4K $1.7M
MAR
Marriott International Inc

Consumer Cyclical
956
+ 8.65%
$246.06 - $292.59 $235K - $280K
12K $3.35M
DLR
Digital Realty Trust, Inc.

Real Estate
1.93K
+ 11.84%
$156.46 - $195.69 $301K - $377K
18.2K $3.23M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
27.3K
+ 110.49%
$22.65 - $23.8 $618K - $649K
52K $1.18M
MSI
Motorola Solutions, Inc.

Technology
1.12K
+ 18.96%
$449.08 - $504.6 $503K - $565K
7.03K $3.25M
MANH
Manhattan Associates Inc

Technology
2.21K
+ 294.53%
$263.36 - $309.78 $582K - $684K
2.96K $799K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
9.7K
+ 257.73%
$63.27 - $70.31 $614K - $682K
13.5K $854K
ESGR
Enstar Group LTD

Financial Services
1.74K
+ 6.63%
$319.78 - $326.85 $558K - $570K
28.1K $9.04M
DUK
Duke Energy Corp

Utilities
7.32K
+ 25.74%
$105.76 - $120.76 $774K - $884K
35.8K $3.85M
ADP
Automatic Data Processing Inc

Industrials
1.42K
+ 15.93%
$280.08 - $307.97 $399K - $438K
10.4K $3.03M
FTNT
Fortinet, Inc.

Technology
3.66K
+ 30.35%
$76.49 - $99.21 $280K - $363K
15.7K $1.48M
WMB
Williams Companies, Inc.

Energy
4.43K
+ 12.16%
$46.37 - $59.74 $206K - $265K
40.9K $2.21M
SOUN
Soundhound Ai, Inc.

Technology
5.28K
+ 18.12%
$4.51 - $24.23 $23.8K - $128K
34.4K $683K
VNT
Vontier Corp

Technology
9.83K
+ 14.38%
$33.03 - $40.45 $325K - $398K
78.2K $2.85M
DFS
Discover Financial Services

Financial Services
1.96K
+ 31.71%
$136.3 - $182.67 $268K - $359K
8.15K $1.41M
CDNS
Cadence Design Systems Inc

Technology
1.44K
+ 40.64%
$249.1 - $324.54 $358K - $467K
4.98K $1.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
367K
+ 288.9%
$25.93 - $105.3 $9.51M - $38.6M
494K $13.8M
EMR
Emerson Electric CO

Industrials
2.03K
+ 11.62%
$108.13 - $134.33 $219K - $272K
19.5K $2.41M
SHOP
Shopify Inc.

Technology
247
+ 1.36%
$78.14 - $119.49 $19.3K - $29.5K
18.5K $1.96M
CTSH
Cognizant Technology Solutions Corp

Technology
6.51K
+ 76.35%
$74.37 - $82.32 $484K - $536K
15K $1.16M
ACN
Accenture PLC

Technology
1.51K
+ 7.34%
$343.9 - $376.86 $520K - $569K
22.1K $7.77M
BSX
Boston Scientific Corp

Healthcare
3.88K
+ 14.7%
$83.62 - $91.5 $324K - $355K
30.3K $2.7M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
1.42K
+ 1.26%
$16.43 - $22.77 $23.3K - $32.3K
114K $2.51M
BWXT
Bwx Technologies, Inc.

Industrials
3.44K
+ 9.52%
$111.39 - $133.28 $384K - $459K
39.6K $4.41M
SO
Southern CO

Utilities
11K
+ 20.3%
$81.5 - $94.15 $896K - $1.04M
65.2K $5.37M
CMI
Cummins Inc

Industrials
1.15K
+ 38.48%
$324.93 - $383.42 $375K - $442K
4.15K $1.45M
SPOT
Spotify Technology S.A.

Communication Services
845
+ 69.21%
$362.95 - $502.38 $307K - $425K
2.07K $924K
SNPS
Synopsys Inc

Technology
1.22K
+ 20.33%
$485.36 - $588.0 $594K - $719K
7.24K $3.51M
NTRS
Northern Trust Corp

Financial Services
586
+ 1.81%
$88.4 - $111.16 $51.8K - $65.1K
32.9K $3.37M
CB
Chubb LTD

Financial Services
2.59K
+ 12.13%
$271.57 - $301.89 $703K - $782K
23.9K $6.61M
COIN
Coinbase Global, Inc.

Technology
908
+ 27.29%
$163.17 - $343.62 $148K - $312K
4.24K $1.05M
ZBRA
Zebra Technologies Corp

Technology
1.15K
+ 172.86%
$360.09 - $411.94 $415K - $475K
1.82K $702K
TIP
Ishares Tr Tips Bd ETF

ETFs
4.42K
+ 103.75%
$106.33 - $110.69 $470K - $489K
8.68K $925K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.07K
+ 11.96%
$77.25 - $91.3 $237K - $280K
28.7K $2.45M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
177
+ 0.66%
$24.08 - $48.71 $4.26K - $8.62K
27.1K $1.12M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.01K
+ 24.35%
$55.73 - $66.16 $335K - $397K
30.7K $1.85M
TRV
Travelers Companies, Inc.

Financial Services
1.45K
+ 13.98%
$225.97 - $266.66 $327K - $386K
11.8K $2.84M
CCJ
Cameco Corp

Energy
2.61K
+ 3.46%
$48.64 - $61.14 $127K - $160K
78.1K $4.02M
KEYS
Keysight Technologies, Inc.

Technology
2.26K
+ 8.89%
$149.01 - $172.53 $337K - $390K
27.7K $4.45M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
6.89K
+ 9.74%
$22.72 - $28.29 $157K - $195K
77.7K $2.05M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.29K
+ 43.25%
$152.04 - $211.12 $196K - $273K
4.28K $868K
CNQ
Canadian Natural Resources LTD

Energy
16K
+ 34.74%
$29.51 - $37.6 $473K - $603K
62.2K $1.92M
FISV
Fiserv Inc

Technology
3.09K
+ 5.0%
N/A
65K $8.14M
CMCSA
Comcast Corp

Communication Services
54.5K
+ 13.95%
$37.39 - $45.14 $2.04M - $2.46M
445K $16.7M
COF
Capital One Financial Corp

Financial Services
1.08K
+ 16.91%
$145.19 - $192.01 $156K - $206K
7.43K $1.33M
AL
Air Lease Corp

Industrials
3.99K
+ 6.58%
$42.79 - $52.16 $171K - $208K
64.7K $3.12M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
414
+ 10.3%
$338.38 - $446.21 $140K - $185K
4.43K $1.93M
NDAQ
Nasdaq, Inc.

Financial Services
1.86K
+ 3.66%
$70.87 - $83.05 $132K - $155K
52.7K $4.08M
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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