Sequoia Financial Advisors, LLC Reduced Holdings in Q4 2024

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
-213K
- 95.91%
$179.4 - $232.01 $38.3M - $49.5M
9.1K $1.67M
SSNC
Ss&C Technologies Holdings Inc

Technology
-508K
- 99.33%
$69.93 - $77.36 $35.5M - $39.3M
3.4K $257K
MCHP
Microchip Technology Inc

Technology
-281K
- 91.26%
$55.51 - $79.05 $15.6M - $22.2M
27K $1.55M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-200K
- 92.43%
$101.77 - $113.02 $20.3M - $22.6M
16.4K $1.73M
NEE
Nextera Energy Inc

Utilities
-185K
- 56.42%
$69.77 - $85.43 $12.9M - $15.8M
143K $10.2M
EDR
Endeavor Group Holdings, Inc.

Communication Services
-561K
- 86.92%
$28.4 - $31.34 $15.9M - $17.6M
84.5K $2.64M
TDVG
T Rowe Price Exchange Traded F

Technology
-366K
- 50.44%
$39.51 - $41.92 $14.4M - $15.3M
359K $14.2M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-142K
- 38.07%
N/A
230K $19.8M
GOOGL
Alphabet Inc.

Communication Services
-128K
- 23.52%
$161.86 - $196.66 $20.7M - $25.1M
415K $78.6M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
-133K
- 39.8%
$45.4 - $56.61 $6.03M - $7.52M
201K $9.29M
MSFT
Microsoft Corp

Technology
-4.52K
- 0.72%
$406.35 - $454.46 $1.84M - $2.05M
620K $261M
VICI
Vici Properties Inc.

Real Estate
-24.8K
- 1.74%
$28.27 - $33.19 $702K - $824K
1.4M $40.9M
O
Realty Income Corp

Real Estate
-83.1K
- 77.88%
$51.76 - $64.71 $4.3M - $5.38M
23.6K $1.26M
MGV
Vanguard Mega Cap Value

ETFs
-25.2K
- 3.91%
$124.06 - $133.48 $3.13M - $3.37M
621K $77.6M
PFE
Pfizer Inc

Healthcare
-144K
- 34.13%
$24.8 - $30.19 $3.57M - $4.35M
278K $7.38M
SBUX
Starbucks Corp

Consumer Cyclical
-43.2K
- 52.12%
$87.44 - $102.5 $3.78M - $4.43M
39.7K $3.62M
WEC
Wec Energy Group, Inc.

Utilities
-46.2K
- 86.77%
$92.94 - $101.82 $4.29M - $4.7M
7.04K $662K
MDT
Medtronic PLC

Healthcare
-37.4K
- 51.74%
$79.61 - $92.24 $2.97M - $3.45M
34.9K $2.78M
CPB
Campbell Soup CO

Consumer Defensive
-65.3K
- 86.97%
$41.42 - $48.71 $2.71M - $3.18M
9.79K $410K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-45.8K
- 18.76%
$61.68 - $67.87 $2.82M - $3.11M
198K $12.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-44.6K
- 17.76%
$44.87 - $46.86 $2M - $2.09M
207K $9.27M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-41.8K
- 11.79%
$50.62 - $52.07 $2.12M - $2.18M
313K $16M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-9.22K
- 5.73%
$174.22 - $187.62 $1.61M - $1.73M
152K $26.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-14K
- 7.75%
$96.64 - $101.23 $1.35M - $1.42M
167K $16.1M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-69.6K
- 4.51%
$61.52 - $66.5 $4.28M - $4.63M
1.47M $94M
AKAM
Akamai Technologies Inc

Technology
-21.3K
- 70.2%
N/A
9.03K $820K
ONTO
Onto Innovation Inc.

Technology
-6.09K
- 30.29%
$158.54 - $225.02 $966K - $1.37M
14K $2.34M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-11.7K
- 2.11%
$27.88 - $30.51 $327K - $358K
543K $15.2M
DFIV
Dimensional ETF Tr

ETFs
-6.74K
- 1.2%
$34.86 - $37.97 $235K - $256K
555K $19.7M
GD
General Dynamics Corp

Industrials
-1.25K
- 3.96%
$260.28 - $314.03 $326K - $393K
30.4K $8M
CRL
Charles River Laboratories International, Inc.

Healthcare
-7.57K
- 79.41%
$178.58 - $220.69 $1.35M - $1.67M
1.96K $362K
AEP
American Electric Power CO Inc

Utilities
-4.69K
- 4.55%
$90.91 - $102.21 $426K - $479K
98.4K $9.08M
GLD
Spdr Gold Trust

ETFs
-4.31K
- 0.93%
$236.59 - $257.5 $1.02M - $1.11M
460K $111M
ROP
Roper Technologies Inc

Industrials
-2.44K
- 49.45%
$519.85 - $575.95 $1.27M - $1.4M
2.49K $1.3M
ELV
Elevance Health, Inc.

Healthcare
-861
- 12.92%
$365.96 - $514.62 $315K - $443K
5.8K $2.14M
GPC
Genuine Parts CO

Consumer Cyclical
-8.5K
- 72.08%
$113.11 - $143.63 $961K - $1.22M
3.29K $384K
SHV
Ishares Tr

ETFs
-10.7K
- 28.92%
$109.92 - $110.57 $1.18M - $1.19M
26.4K $2.9M
CVS
Cvs Health Corp

Healthcare
-6.55K
- 13.73%
$43.78 - $67.46 $287K - $442K
41.2K $1.85M
CDW
Cdw Corp

Technology
-781
- 4.07%
$171.49 - $225.64 $134K - $176K
18.4K $3.2M
UBER
Uber Technologies, Inc

Technology
-5.07K
- 9.67%
$59.93 - $86.34 $304K - $438K
47.4K $2.86M
OMC
Omnicom Group Inc.

Communication Services
-2.17K
- 4.46%
$85.82 - $105.47 $186K - $229K
46.5K $4M
IYR
Ishares Tr

ETFs
-8.23K
- 37.45%
$90.74 - $102.87 $747K - $847K
13.7K $1.28M
JCI
Johnson Controls International PLC

Industrials
-15.7K
- 7.11%
$74.23 - $86.6 $1.16M - $1.36M
205K $16.1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-7.32K
- 5.24%
$80.93 - $85.66 $593K - $627K
133K $10.7M
DFAE
Dimensional ETF Tr

ETFs
-5.66K
- 1.53%
$25.36 - $28.15 $143K - $159K
365K $9.26M
PGR
Progressive Corp

Financial Services
-285
- 0.49%
$239.6 - $268.88 $68.3K - $76.6K
58.2K $14M
STE
Steris PLC

Healthcare
-322
- 1.68%
$204.34 - $235.7 $65.8K - $75.9K
18.8K $3.87M
IDEV
Ishares Core Msci Intl Develop

ETFs
-10.3K
- 63.8%
$64.18 - $70.42 $660K - $724K
5.83K $375K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-5.85K
- 33.76%
$99.04 - $109.59 $579K - $641K
11.5K $1.14M
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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