Sequoia Financial Advisors, LLC New Holdings in Q4 2024

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
935K
New
$48.91 - $50.61 $45.7M - $47.3M
935K $45.9M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
166K
New
$201.32 - $217.44 $33.5M - $36.2M
166K $34.4M
XLC
Select Sector Spdr Tr Communic

ETFs
272K
New
$89.66 - $102.16 $24.3M - $27.7M
272K $26.3M
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
1.42M
New
$15.07 - $15.75 $21.4M - $22.4M
1.42M $21.6M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
452K
New
$37.33 - $40.39 $16.9M - $18.3M
452K $16.9M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
220K
New
$69.58 - $74.87 $15.3M - $16.5M
220K $15.4M
JNK
Spdr Bloomberg High Yield Bond

ETFs
126K
New
$94.77 - $97.36 $12M - $12.3M
126K $12M
VFVA
Vanguard Wellington Fd U S Val

ETFs
84K
New
$117.34 - $130.02 $9.85M - $10.9M
84K $9.94M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
419K
New
$20.98 - $21.19 $8.79M - $8.88M
419K $8.83M
EMB
Ishares Tr

ETFs
78K
New
$88.94 - $93.46 $6.94M - $7.29M
78K $6.95M
IQLT
Ishares Msci Intl Quality Fact

ETFs
173K
New
$37.12 - $41.23 $6.43M - $7.14M
173K $6.43M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
131K
New
$46.92 - $51.34 $6.13M - $6.7M
131K $6.17M
XSMO
Invesco S&P Smallcap Momentum

ETFs
92.7K
New
$65.08 - $73.72 $6.03M - $6.83M
92.7K $6.13M
BYD
Boyd Gaming Corp

Consumer Cyclical
83.6K
New
$62.5 - $75.64 $5.23M - $6.33M
83.6K $6.07M
EEMV
Ishares Msci Emerging Markets

ETFs
89.7K
New
$57.85 - $63.11 $5.19M - $5.66M
89.7K $5.2M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
97.4K
New
$47.26 - $48.18 $4.6M - $4.69M
97.4K $4.62M
VNQI
Vanguard Global Ex U.S. Real

ETFs
104K
New
$39.22 - $47.52 $4.08M - $4.95M
104K $4.12M
EVR
Evercore Inc.

Financial Services
6.43K
New
$247.66 - $315.67 $1.59M - $2.03M
6.43K $1.78M
BUSE
First Busey Corp

Financial Services
54.9K
New
$23.57 - $27.55 $1.29M - $1.51M
54.9K $1.29M
VGSH
Vanguard

ETFs
21.8K
New
$58.02 - $58.88 $1.26M - $1.28M
21.8K $1.27M
VGIT
Vanguard Intermediate Term Tre

ETFs
20.2K
New
$57.78 - $60.4 $1.17M - $1.22M
20.2K $1.17M
RGTI
Rigetti Computing, Inc.

Technology
59K
New
$0.74 - $17.08 $43.7K - $1.01M
59K $907K
PECO
Phillips Edison & Company, Inc.

Real Estate
22.7K
New
$35.96 - $39.8 $815K - $902K
22.7K $848K
MSBI
Midland States Bancorp, Inc.

Financial Services
31K
New
$21.42 - $27.96 $665K - $868K
31K $757K
PSLV
Sprott Physical Silver Trust

Financial Services
74.2K
New
$9.65 - $11.76 $716K - $873K
74.2K $716K
OUNZ
Van Eck Merk Gold Trust

ETFs
28.1K
New
$24.72 - $26.9 $696K - $757K
28.1K $712K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.4K
New
$74.5 - $78.37 $700K - $736K
9.4K $702K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
55.1K
New
$12.12 - $13.1 $668K - $722K
55.1K $670K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
19K
New
$33.77 - $44.09 $641K - $837K
19K $643K
VPU
Vanguard Utilities ETF

ETFs
3.76K
New
$160.52 - $179.11 $604K - $674K
3.76K $614K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.75K
New
$100.24 - $101.35 $576K - $582K
5.75K $578K
VAW
Vanguard Materials ETF

ETFs
2.85K
New
$186.91 - $215.32 $532K - $613K
2.85K $534K
DLX
Deluxe Corp

Communication Services
23.3K
New
$18.62 - $24.16 $434K - $563K
23.3K $526K
CMF
Ishares California Muni Bond E

ETFs
9.07K
New
$56.66 - $58.1 $514K - $527K
9.07K $519K
MTDR
Matador Resources CO

Energy
9.23K
New
$50.33 - $60.91 $465K - $562K
9.23K $519K
WEAV
Weave Communications, Inc.

Technology
27.1K
New
$12.47 - $16.19 $338K - $439K
27.1K $431K
DRI
Darden Restaurants Inc

Consumer Cyclical
2.2K
New
$155.96 - $188.66 $344K - $416K
2.2K $411K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
5.17K
New
$72.62 - $77.83 $375K - $402K
5.17K $382K
USLM
United States Lime & Minerals Inc

Basic Materials
2.88K
New
$91.63 - $157.45 $263K - $453K
2.88K $381K
DLTR
Dollar Tree, Inc.

Consumer Defensive
5.07K
New
$61.21 - $76.19 $310K - $386K
5.07K $380K
EL
Estee Lauder Companies Inc

Consumer Defensive
4.78K
New
$62.74 - $97.24 $300K - $465K
4.78K $358K
VCR
Vanguard Consumer Discretionar

ETFs
956
New
$328.51 - $401.37 $314K - $384K
956 $358K
X
United States Steel Corp

Basic Materials
10.3K
New
$30.14 - $42.31 $312K - $437K
10.3K $351K
DGII
Digi International Inc

Technology
11.6K
New
$27.66 - $33.88 $320K - $392K
11.6K $349K
BRBR
Bellring Brands, Inc.

Consumer Defensive
4.36K
New
$60.38 - $78.79 $263K - $343K
4.36K $328K
DIOD
Diodes Inc

Technology
4.96K
New
$53.01 - $66.3 $263K - $329K
4.96K $305K
CSQ
Calamos Strategic Total Return Fund

Financial Services
17.2K
New
$17.14 - $18.44 $296K - $318K
17.2K $305K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
4.25K
New
$70.63 - $78.23 $300K - $333K
4.25K $302K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
5.59K
New
$49.84 - $59.6 $279K - $333K
5.59K $296K
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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