Sequoia Financial Advisors, LLC Software—Application

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$310B
$87 Million 0.75% of portfolio
260,293
Q4 2024 Added 128.04%
$190B
$22.5 Million 0.2% of portfolio
21,249
Q4 2024 Reduced 5.79%
$159B
$9.51 Million 0.08% of portfolio
15,136
Q4 2024 Added 11.88%
$156B
$2.86 Million 0.02% of portfolio
47,404
Q4 2024 Reduced 9.67%
$331B
$2.78 Million 0.02% of portfolio
11,290
Q4 2024 Added 2.34%
$138B
$1.96 Million 0.02% of portfolio
18,454
Q4 2024 Added 1.36%
$2.8B
$1.72 Million 0.01% of portfolio
5,935
Q4 2024 Added 22.47%
$32B
$1.55 Million 0.01% of portfolio
13,210
Q4 2024 Added 12.25%
$70.9B
$1.5 Million 0.01% of portfolio
4,976
Q4 2024 Added 40.64%
$33.4B
$1.05 Million 0.01% of portfolio
4,235
Q4 2024 Added 27.29%
$121B
$1.02 Million 0.01% of portfolio
3,143
Q4 2024 Added 45.78%
$42.9B
$999,000 0.01% of portfolio
502
Q4 2024 Added 20.38%
$53.1B
$971,000 0.01% of portfolio
3,952
Q4 2024 Added 14.09%
$51.5B
$823,000 0.01% of portfolio
3,193
Q4 2024 Added 24.68%
$11.4B
$799,000 0.01% of portfolio
2,959
Q4 2024 Added 294.53%
$1.62B
$683,000 0.01% of portfolio
34,411
Q4 2024 Added 18.12%
$29.1B
$578,000 0.01% of portfolio
1,716
Q4 2024 Added 14.1%
$56.9B
$527,000 0.0% of portfolio
3,417
Q4 2024 Reduced 40.34%
$25.6B
$509,000 0.0% of portfolio
884
Q4 2024 Added 0.34%
$931M
$431,000 0.0% of portfolio
27,091
Q4 2024 New
$34.8B
$419,000 0.0% of portfolio
2,936
Q4 2024 Added 38.88%
$19B
$341,000 0.0% of portfolio
1,860
Q4 2024 Added 27.31%
$22.6B
$257,000 0.0% of portfolio
3,403
Q4 2024 Reduced 99.33%
$17.1B
$256,000 0.0% of portfolio
1,524
Q4 2024 Reduced 0.39%
$12.8B
$255,000 0.0% of portfolio
1,247
Q4 2024 New
$9.87B
$251,000 0.0% of portfolio
1,483
Q4 2024 Reduced 18.92%
$18.2B
$204,000 0.0% of portfolio
43,353
Q4 2024 Added 2.83%
$11.3B
$201,000 0.0% of portfolio
2,685
Q4 2024 New
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