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
FSCO
Fs Cr Opportunities Corp Com
-20.5K
- 19.9%
N/A
82.5K $0
ACA
Arcosa, Inc.

Industrials
-54
- 2.07%
$91.1 - $111.57 $4.92K - $6.02K
2.55K $246K
Flutter Entmt PLC
-74
- 3.98%
N/A
1.78K $0
NJUL
Innovator Growth 100 Power Buf

Technology
-976
- 3.04%
$60.22 - $63.94 $58.8K - $62.4K
31.1K $1.95M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-118
- 3.58%
$76.53 - $94.19 $9.03K - $11.1K
3.18K $271K
COOP
Mr. Cooper Group Inc.

Financial Services
-70
- 3.19%
$87.37 - $101.43 $6.12K - $7.1K
2.13K $204K
ARCC
Ares Capital Corp

Financial Services
-296
- 2.73%
$20.74 - $22.27 $6.14K - $6.59K
10.5K $230K
WAT
Waters Corp

Healthcare
-26
- 1.77%
$323.11 - $392.01 $8.4K - $10.2K
1.45K $536K
NOCT
Innovator Growth 100 Power Buf

ETFs
-3
- 0.05%
$49.49 - $52.11 $148 - $156
5.66K $290K
KMPR
Kemper Corp

Financial Services
-87
- 2.6%
$59.0 - $72.1 $5.13K - $6.27K
3.27K $216K
WABC
Westamerica Bancorporation

Financial Services
-41
- 0.85%
$47.14 - $58.54 $1.93K - $2.4K
4.78K $250K
FIX
Comfort Systems Usa Inc

Industrials
-91
- 6.05%
$370.68 - $504.12 $33.7K - $45.9K
1.41K $599K
PFBC
Preferred Bank

Financial Services
-106
- 2.7%
$78.18 - $96.73 $8.29K - $10.3K
3.83K $330K
MTB
M&T Bank Corp

Financial Services
-169
- 3.45%
$172.48 - $221.95 $29.1K - $37.5K
4.73K $888K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.89K
- 2.35%
$311.11 - $335.64 $588K - $634K
78.7K $25.4M
INDB
Independent Bank Corp

Financial Services
-22
- 0.56%
$56.88 - $74.97 $1.25K - $1.65K
3.9K $250K
GKOS
Glaukos Corp

Healthcare
-117
- 6.19%
$126.42 - $152.67 $14.8K - $17.9K
1.77K $265K
AAON
Aaon, Inc.

Industrials
-17
- 0.79%
$106.25 - $140.75 $1.81K - $2.39K
2.14K $252K
JBLU
Jetblue Airways Corp

Industrials
-21
- 0.12%
$5.63 - $8.05 $118 - $169
17.7K $139K
AIT
Applied Industrial Technologies Inc

Industrials
-3
- 0.21%
$220.05 - $280.49 $660 - $841
1.44K $344K
NGVT
Ingevity Corp

Basic Materials
-175
- 1.03%
$31.62 - $50.21 $5.53K - $8.79K
16.8K $686K
SPNT
Sirius Point LTD

Financial Services
-656
- 3.92%
$12.92 - $16.39 $8.48K - $10.8K
16.1K $263K
LYV
Live Nation Entertainment, Inc.

Communication Services
-258
- 8.95%
$109.06 - $140.54 $28.1K - $36.3K
2.62K $339K
WTW
Willis Towers Watson PLC

Financial Services
-3
- 0.19%
$287.99 - $332.53 $864 - $998
1.54K $479K
VFH
Vanguard Financial ETF

ETFs
-86
- 1.99%
$108.87 - $126.2 $9.36K - $10.9K
4.23K $498K
AGO
Assured Guaranty LTD

Financial Services
-45
- 1.56%
$79.0 - $94.69 $3.56K - $4.26K
2.84K $255K
TRMB
Trimble Inc.

Technology
-88
- 2.21%
$60.21 - $75.4 $5.3K - $6.64K
3.89K $275K
PCAR
Paccar Inc

Industrials
-101
- 1.16%
$97.92 - $118.41 $9.89K - $12K
8.59K $893K
TTWO
Take Two Interactive Software Inc

Communication Services
-408
- 10.78%
$147.66 - $190.46 $60.2K - $77.7K
3.38K $621K
NIC
Nicolet Bankshares Inc

Financial Services
-175
- 2.45%
$90.86 - $115.0 $15.9K - $20.1K
6.98K $734K
CVBF
Cvb Financial Corp

Financial Services
-166
- 1.04%
$17.39 - $24.0 $2.89K - $3.98K
15.8K $339K
G
Genpact LTD

Technology
-419
- 1.8%
$38.17 - $46.82 $16K - $19.6K
22.9K $983K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.63K
- 1.87%
$570.51 - $610.59 $927K - $992K
85.4K $50.3M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
-47
- 0.05%
$10.72 - $12.73 $504 - $598
102K $1.16M
ENB
Enbridge Inc

Energy
-2.19K
- 2.29%
$40.4 - $43.92 $88.4K - $96.1K
93.2K $3.96M
GM
General Motors CO

Consumer Cyclical
-7.26K
- 12.96%
$44.82 - $60.2 $325K - $437K
48.7K $2.59M
IWP
Ishares Russell Mid Cap Growth

ETFs
-212
- 1.28%
$116.4 - $138.52 $24.7K - $29.4K
16.4K $2.08M
AFRM
Affirm Holdings, Inc.

Technology
-17
- 0.14%
$38.48 - $72.86 $654 - $1.24K
11.8K $719K
CRWD
Crowd Strike Holdings, Inc.

Technology
-183
- 2.9%
$275.15 - $388.2 $50.4K - $71K
6.12K $2.09M
GILD
Gilead Sciences, Inc.

Healthcare
-2.12K
- 2.22%
$83.95 - $97.9 $178K - $208K
93.6K $8.65M
URBN
Urban Outfitters Inc

Consumer Cyclical
-4
- 0.01%
$34.96 - $55.81 $140 - $223
40.8K $2.24M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.1K
- 1.19%
$94.43 - $105.47 $198K - $221K
174K $17.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-162K
- 14.73%
$180.88 - $232.93 $29.3M - $37.7M
938K $206M
TPL
Texas Pacific Land Corp

Energy
-1.76K
- 10.42%
$915.49 - $1730.0 $1.61M - $3.04M
15.1K $16.7M
FDN
First Tr Fd Dow Jones

ETFs
-570
- 0.88%
$210.5 - $257.24 $120K - $147K
64.2K $15.6M
NOW
Service Now, Inc.

Technology
-1.31K
- 5.79%
$867.18 - $1148.42 $1.13M - $1.5M
21.2K $22.5M
SCHW
Schwab Charles Corp

Financial Services
-5.95K
- 1.81%
$63.31 - $82.85 $376K - $493K
322K $23.8M
PLTR
Palantir Technologies Inc.

Technology
-8.48K
- 2.92%
$36.46 - $82.38 $309K - $698K
282K $21.3M
VONG
Vanguard Russell 1000 Growth E

ETFs
-44.7K
- 1.35%
$95.27 - $107.82 $4.26M - $4.82M
3.27M $338M
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
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email