Sequoia Financial Advisors 13F Activity & Position Changes (Q3 2024)

As of Sep 30, 2024, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Oct 21, 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 Q3 2024, the filing reported:

New Buys - Innovator ETFs, American Airlines Group, Inc., AAON, Inc., AllianceBernstein Holding L.P., Ameris Bancorp, and 144 more

Increases - Agilent Technologies, Inc., Apple Inc., AbbVie Inc., Ambev S.A., Abbott Laboratories, and 702 more

Reductions - Airbnb, Inc., Arcosa, Inc., iShares MSCI ACWI ex U.S. ETF, Aegon Ltd. New York Registry Sh, Agnico Eagle Mines Limited, and 336 more

Complete Exits - reAlpha Tech Corp., Ally Financial Inc., Allient Inc., , ANI Pharmaceuticals, Inc., and 70 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
Q3 2024	45783Y244 Innovator ETFs	Innovator ETFs	Buy - Position Entry	+19,152	-	$510.98K	19,152
Q3 2024	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Buy	+2,720	+9.5%	$4.64M	31,234
Q3 2024	AAL American Airlines Group, Inc.	American Airlines Group, Inc.	Buy - Position Entry	+10,151	-	$114.10K	10,151
Q3 2024	AAON AAON, Inc.	AAON, Inc.	Buy - Position Entry	+2,160	-	$232.94K	2,160
Q3 2024	AAPL Apple Inc.	Apple Inc.	Buy	+65,927	+5.2%	$311.67M	1,337,633
Q3 2024	AB AllianceBernstein Holding L.P.	AllianceBernstein Holding L.P.	Buy - Position Entry	+19,219	-	$670.56K	19,219
Q3 2024	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+13,048	+23.6%	$13.52M	68,449
Q3 2024	ABCB Ameris Bancorp	Ameris Bancorp	Buy - Position Entry	+3,733	-	$232.91K	3,733
Q3 2024	ABEV Ambev S.A.	Ambev S.A.	Buy	+38,622	+22.6%	$511.57K	209,658
Q3 2024	ABNB Airbnb, Inc.	Airbnb, Inc.	Sell	-161	-3.9%	$507.44K	4,002
Q3 2024	ABT Abbott Laboratories	Abbott Laboratories	Buy	+31,720	+19.6%	$22.09M	193,764
Q3 2024	ACA Arcosa, Inc.	Arcosa, Inc.	Sell	-115	-4.2%	$246.95K	2,606
Q3 2024	ACM AECOM	AECOM	Buy - Position Entry	+2,082	-	$215.01K	2,082
Q3 2024	ACN Accenture plc	Accenture plc	Buy	+4,734	+29.9%	$7.28M	20,589
Q3 2024	ACP Aberdeen Income Credit Strategi	Aberdeen Income Credit Strategi	Buy - Position Entry	+13,877	-	$91.87K	13,877
Q3 2024	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Buy	+29,008	+2.3%	$151.31M	1,265,639
Q3 2024	ACWX iShares MSCI ACWI ex U.S. ETF	iShares MSCI ACWI ex U.S. ETF	Sell	-4,628	-2.0%	$12.84M	224,448
Q3 2024	ADBE Adobe Inc.	Adobe Inc.	Buy	+654	+8.7%	$4.22M	8,157
Q3 2024	ADC Agree Realty Corporation	Agree Realty Corporation	Buy	+592	+15.5%	$333.03K	4,421
Q3 2024	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+587	+5.0%	$2.86M	12,431
Q3 2024	ADM Archer-Daniels-Midland Company	Archer-Daniels-Midland Company	Buy	+647	+8.6%	$488.83K	8,183
Q3 2024	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+922	+11.5%	$2.47M	8,932
Q3 2024	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+419	+13.8%	$954.27K	3,464
Q3 2024	ADX Adams Diversified Equity Fund I	Adams Diversified Equity Fund I	Buy - Position Entry	+11,482	-	$247.54K	11,482
Q3 2024	AEE Ameren Corporation	Ameren Corporation	Buy	+2,923	+35.0%	$985.11K	11,263
Q3 2024	AEG Aegon Ltd. New York Registry Sh	Aegon Ltd. New York Registry Sh	Sell	-4	-0.0%	$145.35K	22,746
Q3 2024	AEM Agnico Eagle Mines Limited	Agnico Eagle Mines Limited	Sell	-148	-4.3%	$262.63K	3,260
Q3 2024	AEO American Eagle Outfitters, Inc.	American Eagle Outfitters, Inc.	Buy - Position Entry	+10,075	-	$225.58K	10,075
Q3 2024	AEP American Electric Power Company	American Electric Power Company	Buy	+5,717	+5.9%	$10.58M	103,096
Q3 2024	AER AerCap	AerCap	Buy	+101	+1.5%	$664.93K	7,020

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