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
FOXA
Fox Corp

Communication Services
5.97K
New
$41.35 - $49.99 $247K - $298K
5.97K $289K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
3.76K
New
$70.54 - $79.61 $265K - $299K
3.76K $285K
UAL
United Airlines Holdings, Inc.

Industrials
2.93K
New
$55.62 - $102.44 $163K - $300K
2.93K $284K
DOCS
Doximity, Inc.

Healthcare
5.29K
New
$41.25 - $61.25 $218K - $324K
5.29K $282K
SG
Sweetgreen, Inc.

Consumer Cyclical
8.81K
New
$31.7 - $43.97 $279K - $387K
8.81K $282K
ARIS
Aris Water Solutions, Inc.

Utilities
11.1K
New
$15.05 - $27.52 $167K - $306K
11.1K $266K
SHAK
Shake Shack Inc.

Consumer Cyclical
2K
New
$101.73 - $138.76 $203K - $278K
2K $259K
PHYS
Sprott Physical Gold Trust

Financial Services
12.7K
New
$19.66 - $21.66 $250K - $276K
12.7K $256K
FOUR
Shift4 Payments, Inc.

Technology
2.46K
New
$88.26 - $114.95 $217K - $283K
2.46K $255K
IYF
Ishares Tr

ETFs
2.31K
New
$102.7 - $119.05 $237K - $275K
2.31K $255K
EQT
Eqt Corp

Energy
5.54K
New
$35.62 - $46.89 $197K - $260K
5.54K $255K
CYBR
Cyber Ark Software Ltd.

Technology
756
New
$274.1 - $333.15 $207K - $252K
756 $251K
RBLX
Roblox Corp

Communication Services
4.33K
New
$39.86 - $61.45 $172K - $266K
4.33K $250K
NTR
Nutrien Ltd.

Basic Materials
5.59K
New
$44.04 - $50.78 $246K - $284K
5.59K $250K
PRK
Park National Corp

Financial Services
1.42K
New
$160.0 - $206.49 $228K - $294K
1.42K $244K
NBIX
Neurocrine Biosciences Inc

Healthcare
1.78K
New
$111.62 - $139.44 $199K - $248K
1.78K $242K
JETS
ETF Ser Solutions U S Global J

ETFs
9.57K
New
$20.04 - $25.93 $192K - $248K
9.57K $242K
ONON
On Holding Ag

Consumer Cyclical
4.38K
New
$46.3 - $59.54 $203K - $261K
4.38K $240K
CALM
Cal Maine Foods Inc

Consumer Defensive
2.32K
New
$75.41 - $112.24 $175K - $260K
2.32K $238K
BR
Broadridge Financial Solutions, Inc.

Technology
1.05K
New
$209.64 - $236.44 $221K - $249K
1.05K $237K
ATO
Atmos Energy Corp

Utilities
1.68K
New
$136.41 - $151.43 $229K - $254K
1.68K $233K
MUSA
Murphy Usa Inc.

Consumer Cyclical
466
New
$473.11 - $555.48 $220K - $259K
466 $233K
CLFD
Clearfield, Inc.

Technology
7.51K
New
$27.36 - $38.6 $205K - $290K
7.51K $232K
PHO
Invesco Exchange Traded Fd Tr

ETFs
3.53K
New
$65.79 - $72.14 $232K - $255K
3.53K $232K
WTBA
West Bancorporation Inc

Financial Services
10.7K
New
$18.15 - $24.35 $194K - $261K
10.7K $231K
AXS
Axis Capital Holdings LTD

Financial Services
2.6K
New
$78.26 - $94.05 $203K - $244K
2.6K $230K
PMF
Pimco Municipal Income Fund

Financial Services
25.6K
New
$8.88 - $10.38 $227K - $266K
25.6K $229K
AEIS
Advanced Energy Industries Inc

Industrials
1.98K
New
$101.71 - $122.72 $202K - $243K
1.98K $229K
TAP
Molson Coors Beverage CO

Consumer Defensive
3.96K
New
$53.97 - $63.88 $214K - $253K
3.96K $227K
IVT
Inven Trust Properties Corp.

Real Estate
7.53K
New
$28.52 - $31.3 $215K - $236K
7.53K $226K
HOOD
Robinhood Markets, Inc.

Technology
6.06K
New
$22.33 - $43.2 $135K - $262K
6.06K $225K
LII
Lennox International Inc

Industrials
368
New
$589.36 - $678.43 $217K - $250K
368 $224K
RMBS
Rambus Inc

Technology
4.23K
New
$40.13 - $59.14 $170K - $250K
4.23K $223K
CNP
Centerpoint Energy Inc

Utilities
7.02K
New
$28.58 - $32.66 $200K - $229K
7.02K $222K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
7.72K
New
$27.45 - $55.56 $212K - $429K
7.72K $218K
ALKS
Alkermes Plc.

Healthcare
7.47K
New
$25.7 - $31.46 $192K - $235K
7.47K $214K
LRN
Stride, Inc.

Consumer Defensive
2.04K
New
$64.04 - $110.79 $131K - $226K
2.04K $212K
WIX
Wix.Com Ltd.

Technology
986
New
$156.75 - $229.35 $155K - $226K
986 $211K
VXF
Vanguard Extended Market ETF

ETFs
1.11K
New
$179.17 - $207.15 $198K - $229K
1.11K $210K
JBHT
Hunt J B Transport Services Inc

Industrials
1.23K
New
$164.22 - $197.19 $202K - $243K
1.23K $210K
VOX
Vanguard Communication Service

ETFs
1.35K
New
$144.31 - $163.57 $195K - $221K
1.35K $209K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
10.6K
New
$19.51 - $21.41 $207K - $228K
10.6K $208K
NWSA
News Corp

Communication Services
7.54K
New
$25.68 - $29.86 $194K - $225K
7.54K $207K
WRB
Berkley W R Corp

Financial Services
3.55K
New
$56.48 - $64.94 $200K - $230K
3.55K $207K
ALLY
Ally Financial Inc.

Financial Services
5.72K
New
$34.12 - $39.98 $195K - $229K
5.72K $206K
TDS
Telephone & Data Systems Inc

Communication Services
6.06K
New
$22.86 - $35.22 $139K - $213K
6.06K $206K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
1.64K
New
$109.13 - $130.93 $179K - $214K
1.64K $204K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
15.6K
New
$12.74 - $14.23 $199K - $223K
15.6K $203K
TWLO
Twilio Inc

Communication Services
1.89K
New
$63.73 - $114.96 $120K - $217K
1.89K $203K
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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