Sequoia Financial Advisors, LLC Sells in Q4 2024

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-3.34K
- 25.97%
$189.5 - $206.17 $633K - $689K
9.53K $1.82M
IWM
Ishares Russell 2000 ETF

ETFs
-3.15K
- 5.35%
$216.13 - $242.4 $680K - $763K
55.7K $12.3M
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
-3.16K
- 0.16%
$5.65 - $6.88 $17.8K - $21.7K
1.91M $11.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.19K
- 2.18%
$57.29 - $63.1 $125K - $138K
98.3K $5.64M
EQC
Equity Commonwealth

Real Estate
-1.35K
- 3.79%
$1.5 - $20.39 $2.03K - $27.6K
34.4K $60K
F
Ford Motor CO

Consumer Cyclical
-41.6K
- 15.92%
$9.69 - $11.4 $404K - $475K
220K $2.18M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.72K
- 0.93%
$26.63 - $30.23 $45.8K - $51.9K
184K $4.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-5.78K
- 16.6%
$81.68 - $82.93 $472K - $479K
29K $2.38M
PLD
Prologis, Inc.

Real Estate
-2.02K
- 14.08%
$101.4 - $126.96 $205K - $256K
12.3K $1.3M
DOW
Dow Inc.

Basic Materials
-4.84K
- 23.19%
$39.1 - $55.34 $189K - $268K
16K $643K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-8.72K
- 1.79%
$63.58 - $71.15 $554K - $620K
479K $31.2M
IWS
Ishares Russell Midcap Value E

ETFs
-3.27K
- 30.5%
$128.08 - $140.32 $418K - $458K
7.44K $962K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-64K
- 35.55%
$47.29 - $84.74 $3.03M - $5.43M
116K $8.65M
CTVA
Corteva, Inc.

Basic Materials
-7.05K
- 31.07%
$55.21 - $64.13 $389K - $452K
15.6K $890K
HBAN
Huntington Bancshares Inc

Financial Services
-81.9K
- 14.4%
$14.18 - $18.2 $1.16M - $1.49M
487K $7.92M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-2.81K
- 26.86%
$72.97 - $96.75 $205K - $272K
7.65K $568K
XLV
Select Sector Spdr Fund Health

ETFs
-568
- 2.75%
$136.28 - $154.74 $77.4K - $87.9K
20.1K $2.76M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.2K
- 19.76%
$126.68 - $134.74 $406K - $432K
13K $1.66M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
-30K
- 68.18%
$11.48 - $12.95 $344K - $389K
14K $160K
IWR
Ishares Russell Mid Cap ETF

ETFs
-4.71K
- 10.18%
$87.25 - $95.52 $411K - $449K
41.5K $3.67M
ABEV
Ambev S.A.

Consumer Defensive
-142K
- 67.65%
$1.85 - $2.56 $262K - $363K
67.8K $125K
ARHS
Arhaus, Inc.

Consumer Cyclical
-1.92K
- 1.69%
$8.48 - $11.76 $16.3K - $22.6K
112K $1.05M
OGN
Organon & Co.

Healthcare
-15.1K
- 52.62%
$14.44 - $18.83 $219K - $285K
13.6K $203K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-25.4K
- 28.95%
$9.25 - $10.62 $235K - $270K
62.4K $606K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-12.7K
- 19.73%
$24.61 - $25.12 $313K - $319K
51.7K $1.28M
OTIS
Otis Worldwide Corp

Industrials
-2.21K
- 19.33%
$92.57 - $106.01 $204K - $234K
9.22K $853K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-8.75K
- 41.75%
$39.04 - $40.41 $342K - $354K
12.2K $490K
RDFN
Redfin Corp

Real Estate
-20.2K
- 54.72%
$7.87 - $12.55 $159K - $254K
16.7K $131K
GII
Spdr S&P Global Infrasture ETF

ETFs
-3K
- 5.06%
$57.64 - $63.28 $173K - $190K
56.3K $3.33M
LHX
L3 Harris Technologies, Inc.

Industrials
-72
- 0.67%
$208.94 - $264.22 $15K - $19K
10.7K $2.25M
NEM
Newmont Corp

Basic Materials
-2.36K
- 17.66%
$37.0 - $58.68 $87.4K - $139K
11K $410K
APD
Air Products & Chemicals, Inc.

Basic Materials
-553
- 2.95%
$285.5 - $335.62 $158K - $186K
18.2K $5.27M
CPNG
Coupang, Inc.

Consumer Cyclical
-5.17K
- 7.18%
$21.98 - $26.89 $114K - $139K
66.8K $1.47M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-3.98K
- 4.78%
$26.16 - $29.13 $104K - $116K
79.4K $2.08M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-1.29K
- 5.99%
$101.82 - $114.06 $131K - $147K
20.3K $2.09M
BDX
Becton Dickinson & CO

Healthcare
-895
- 15.69%
$220.02 - $243.75 $197K - $218K
4.81K $1.09M
AEE
Ameren Corp

Utilities
-3.38K
- 29.97%
$85.81 - $94.98 $290K - $321K
7.89K $703K
HUM
Humana Inc

Healthcare
-485
- 20.14%
$233.89 - $304.18 $113K - $148K
1.92K $487K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-2.43K
- 14.4%
$118.0 - $127.04 $287K - $309K
14.5K $1.76M
BLDR
Builders First Source, Inc.

Industrials
-824
- 29.62%
$142.93 - $198.25 $118K - $163K
1.96K $279K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-2.48K
- 13.99%
$107.41 - $115.71 $266K - $287K
15.3K $1.68M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.41K
- 21.73%
$162.69 - $181.35 $229K - $255K
5.06K $831K
TKR
Timken CO

Industrials
-2.34K
- 40.96%
$70.76 - $87.24 $165K - $204K
3.37K $240K
TTE
Total Energies Se

Energy
-3.48K
- 18.25%
N/A
15.6K $1.07M
ICUI
Icu Medical Inc

Healthcare
-1.1K
- 45.54%
$153.2 - $183.79 $169K - $203K
1.32K $204K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-933
- 30.82%
$238.25 - $261.28 $222K - $244K
2.09K $507K
UL
Unilever PLC

Consumer Defensive
-391
- 1.53%
$56.7 - $64.64 $22.2K - $25.3K
25.2K $1.43M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-6.17K
- 27.64%
$173.13 - $258.09 $1.07M - $1.59M
16.1K $3.72M
UMC
United Microelectronics Corp

Technology
-4.56K
- 4.39%
$6.34 - $8.35 $28.9K - $38.1K
99.3K $644K
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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