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
KW
Kennedy Wilson Holdings, Inc.

Real Estate
-162
- 0.75%
$9.98 - $11.7 $1.62K - $1.9K
21.4K $214K
MATX
Matson, Inc.

Industrials
-49
- 2.27%
$131.18 - $167.37 $6.43K - $8.2K
2.11K $284K
LECO
Lincoln Electric Holdings Inc

Industrials
-41
- 1.26%
$187.47 - $219.94 $7.69K - $9.02K
3.22K $602K
GWRE
Guidewire Software, Inc.

Technology
-6
- 0.39%
$168.58 - $207.12 $1.01K - $1.24K
1.52K $256K
GGB
Gerdau S.A.

Basic Materials
-2.13K
- 8.03%
$2.88 - $3.61 $6.13K - $7.68K
24.4K $70K
NMR
Nomura Holdings Inc

Financial Services
-7.41K
- 18.53%
$5.05 - $6.25 $37.4K - $46.3K
32.6K $188K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
-4.56K
- 29.99%
$2.15 - $4.48 $9.79K - $20.4K
10.6K $42K
SBSW
Sibanye Stillwater LTD

Basic Materials
-968
- 5.05%
$3.24 - $5.22 $3.14K - $5.05K
18.2K $60K
NFG
National Fuel Gas CO

Energy
-297
- 6.81%
$58.89 - $64.23 $17.5K - $19.1K
4.07K $246K
HWKN
Hawkins Inc

Basic Materials
-79
- 4.35%
$106.23 - $137.61 $8.39K - $10.9K
1.74K $213K
H
Hyatt Hotels Corp

Consumer Cyclical
-209
- 6.19%
$143.07 - $164.62 $29.9K - $34.4K
3.17K $496K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-437
- 12.73%
$83.95 - $99.75 $36.7K - $43.6K
3K $267K
BBD
Bank Bradesco

Financial Services
-2.32K
- 14.44%
$1.87 - $2.77 $4.33K - $6.42K
13.7K $26K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-321
- 2.4%
$23.99 - $24.55 $7.7K - $7.88K
13K $313K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-10
- 0.29%
$98.47 - $109.35 $985 - $1.09K
3.47K $341K
LANC
Lancaster Colony Corp

Consumer Defensive
-9
- 0.35%
$172.18 - $200.28 $1.55K - $1.8K
2.54K $439K
CHTR
Charter Communications, Inc.

Communication Services
-174
- 6.65%
$315.38 - $408.02 $54.9K - $71K
2.44K $837K
UUUU
Energy Fuels Inc

Energy
-596
- 2.74%
$5.11 - $7.29 $3.05K - $4.34K
21.2K $108K
TMST
Timken Steel Corp

Basic Materials
-524
- 1.37%
N/A
37.7K $810K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-198
- 3.75%
$50.73 - $51.08 $10K - $10.1K
5.08K $258K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-200
- 4.24%
$50.53 - $55.55 $10.1K - $11.1K
4.51K $230K
CX
Cemex Sab De Cv

Basic Materials
-810
- 6.02%
$5.17 - $6.16 $4.19K - $4.99K
12.6K $71K
TLYS
Tilly'S, Inc.

Consumer Cyclical
-106
- 0.87%
$3.23 - $4.69 $342 - $497
12K $51K
EOG
Eog Resources Inc

Energy
-38
- 0.36%
$118.22 - $136.54 $4.49K - $5.19K
10.6K $1.3M
MLI
Mueller Industries Inc

Industrials
-458
- 8.49%
$71.2 - $95.34 $32.6K - $43.7K
4.94K $391K
KOS
Kosmos Energy Ltd.

Energy
-56
- 0.52%
$2.71 - $4.52 $152 - $253
10.6K $36K
WCC
Wesco International Inc

Industrials
-119
- 9.38%
$164.11 - $213.19 $19.5K - $25.4K
1.15K $207K
KGC
Kinross Gold Corp

Basic Materials
-354
- 1.04%
$9.03 - $10.75 $3.2K - $3.81K
33.7K $312K
SEER
Seer, Inc.

Healthcare
-5.83K
- 25.62%
$1.85 - $2.55 $10.8K - $14.9K
16.9K $39K
SHG
Shinhan Financial Group CO LTD

Financial Services
-162
- 0.75%
N/A
21.4K $742K
AFG
American Financial Group Inc

Financial Services
-65
- 3.59%
$126.81 - $149.08 $8.24K - $9.69K
1.74K $238K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-498
- 1.24%
$55.86 - $60.21 $27.8K - $30K
39.8K $2.28M
CFFN
Capitol Federal Financial, Inc.

Financial Services
-366
- 2.18%
$5.54 - $7.18 $2.03K - $2.63K
16.4K $97K
Fluent Inc
-370
- 3.5%
N/A
10.2K $0
Bank America Corp
-175
- 20.83%
N/A
665 $0
Aegon LTD
-138
- 0.61%
N/A
22.6K $0
J P Morgan Exchange Traded F
-8.35K
- 35.19%
N/A
15.4K $0
Masterbrand Inc
-1.28K
- 9.66%
N/A
12K $0
Cellectar Biosciences Inc
-9.3K
- 39.08%
N/A
14.5K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-616
- 9.49%
N/A
5.88K $0
VONE
Vanguard Russell 1000 ETF

ETFs
-105
- 2.52%
$257.18 - $277.76 $27K - $29.2K
4.06K $1.08M
Sila Realty Trust Inc
-2.61K
- 23.79%
N/A
8.37K $0
ILCG
Ishares Morningstar Growth ETF
-11
- 0.29%
N/A
3.76K $0
Liberty Media Corp Del
-22
- 0.53%
N/A
4.11K $0
Gsk PLC
-2.29K
- 9.99%
N/A
20.6K $0
Wells Fargo CO New
-225
- 22.98%
N/A
754 $0
Cooper Cos Inc
-180
- 4.21%
N/A
4.09K $0
America Movil Sab De Cv
-420
- 3.74%
N/A
10.8K $0
Vitesse Energy Inc
-42
- 0.36%
N/A
11.6K $0
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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