Sequoia Financial Advisors 13F Activity & Position Changes (Q2 2024)

As of Jun 30, 2024, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jul 15, 2024. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2024, the filing reported:

New Buys - Agnico Eagle Mines Limited, Global X Artificial Intelligenc, reAlpha Tech Corp., Innovator ETFs Trust Innovator , Allient Inc., and 107 more

Increases - Agilent Technologies, Inc., , Apple Inc., AbbVie Inc., Abbott Laboratories, and 654 more

Reductions - Ambev S.A., Airbnb, Inc., iShares MSCI ACWI ex U.S. ETF, Adobe Inc., Agree Realty Corporation, and 344 more

Complete Exits - AAON, Inc., Advance Auto Parts Inc., Albemarle Corporation, ARK Next Generation Internet ET, Arrow Electronics, Inc., and 48 more

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2024	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Buy	+2,689	+10.4%	$3.70M	28,514
Q2 2024	AAN		Buy	+83	+0.4%	$200.88K	20,128
Q2 2024	AAON AAON, Inc.	AAON, Inc.	Sell - Position Exit	-2,731	-100.0%	$0.00	-
Q2 2024	AAP Advance Auto Parts Inc.	Advance Auto Parts Inc.	Sell - Position Exit	-2,404	-100.0%	$0.00	-
Q2 2024	AAPL Apple Inc.	Apple Inc.	Buy	+21,734	+1.7%	$267.85M	1,271,706
Q2 2024	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+1,189	+2.2%	$9.50M	55,401
Q2 2024	ABEV Ambev S.A.	Ambev S.A.	Sell	-14,308	-7.7%	$350.62K	171,036
Q2 2024	ABNB Airbnb, Inc.	Airbnb, Inc.	Sell	-468	-10.1%	$631.18K	4,163
Q2 2024	ABT Abbott Laboratories	Abbott Laboratories	Buy	+21,069	+14.9%	$16.84M	162,044
Q2 2024	ACA Arcosa, Inc.	Arcosa, Inc.	Buy	+15	+0.6%	$226.96K	2,721
Q2 2024	ACN Accenture plc	Accenture plc	Buy	+131	+0.8%	$4.81M	15,855
Q2 2024	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Buy	+53,612	+4.5%	$139.00M	1,236,631
Q2 2024	ACWX iShares MSCI ACWI ex U.S. ETF	iShares MSCI ACWI ex U.S. ETF	Sell	-2,491	-1.1%	$12.17M	229,076
Q2 2024	ADBE Adobe Inc.	Adobe Inc.	Sell	-877	-10.5%	$4.17M	7,503
Q2 2024	ADC Agree Realty Corporation	Agree Realty Corporation	Sell	-3,183	-45.4%	$237.17K	3,829
Q2 2024	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+858	+7.8%	$2.70M	11,844
Q2 2024	ADM Archer-Daniels-Midland Company	Archer-Daniels-Midland Company	Buy	+403	+5.6%	$455.58K	7,536
Q2 2024	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+294	+3.8%	$1.91M	8,010
Q2 2024	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+788	+34.9%	$753.49K	3,045
Q2 2024	AEE Ameren Corporation	Ameren Corporation	Buy	+684	+8.9%	$593.02K	8,340
Q2 2024	AEG Aegon Ltd. New York Registry Sh	Aegon Ltd. New York Registry Sh	Buy	+969	+4.4%	$140.01K	22,750
Q2 2024	AEM Agnico Eagle Mines Limited	Agnico Eagle Mines Limited	Buy - Position Entry	+3,408	-	$222.89K	3,408
Q2 2024	AEP American Electric Power Company	American Electric Power Company	Sell	-12,142	-11.1%	$8.54M	97,379
Q2 2024	AER AerCap	AerCap	Buy	+129	+1.9%	$644.85K	6,919
Q2 2024	AES The AES Corporation	The AES Corporation	Buy	+1,051	+9.1%	$221.74K	12,621
Q2 2024	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+560	+4.1%	$1.26M	14,138
Q2 2024	AFRM Affirm Holdings, Inc.	Affirm Holdings, Inc.	Buy	+1,367	+15.5%	$306.90K	10,159
Q2 2024	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Sell	-1,996,226	-89.9%	$21.81M	224,690
Q2 2024	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Sell	-157,831	-96.7%	$228.05K	5,308
Q2 2024	AGL agilon health, inc.	agilon health, inc.	Sell	-89	-0.3%	$179.57K	27,457

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