Sequoia Financial Advisors 13F Activity & Position Changes (Q4 2024)

As of Dec 31, 2024, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 07, 2025. 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 Q4 2024, the filing reported:

New Buys - Advanced Energy Industries, Inc, Ally Financial Inc., Aptiv, Aris Water Solutions, Inc., Assertio Holdings, Inc., and 140 more

Increases - Agilent Technologies, Inc., Apple Inc., AllianceBernstein Holding L.P., AbbVie Inc., Ameris Bancorp, and 833 more

Reductions - AAON, Inc., Ambev S.A., Arcosa, Inc., Ameren Corporation, Aegon Ltd. New York Registry Sh, and 295 more

Complete Exits - American Airlines Group, Inc., , AECOM, Adams Diversified Equity Fund I, American Eagle Outfitters, Inc., and 71 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
Q4 2024	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Buy	+2,664	+8.5%	$4.55M	33,898
Q4 2024	AAL American Airlines Group, Inc.	American Airlines Group, Inc.	Sell - Position Exit	-10,151	-100.0%	$0.00	-
Q4 2024	AAN		Sell - Position Exit	-20,128	-100.0%	$0.00	-
Q4 2024	AAON AAON, Inc.	AAON, Inc.	Sell	-17	-0.8%	$252.19K	2,143
Q4 2024	AAPL Apple Inc.	Apple Inc.	Buy	+113,962	+8.5%	$363.51M	1,451,595
Q4 2024	AB AllianceBernstein Holding L.P.	AllianceBernstein Holding L.P.	Buy	+711	+3.7%	$739.21K	19,930
Q4 2024	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+1,146	+1.7%	$12.37M	69,595
Q4 2024	ABCB Ameris Bancorp	Ameris Bancorp	Buy	+15	+0.4%	$234.52K	3,748
Q4 2024	ABEV Ambev S.A.	Ambev S.A.	Sell	-141,833	-67.6%	$125.48K	67,825
Q4 2024	ABNB Airbnb, Inc.	Airbnb, Inc.	Buy	+1,983	+49.6%	$786.48K	5,985
Q4 2024	ABT Abbott Laboratories	Abbott Laboratories	Buy	+23,023	+11.9%	$24.52M	216,787
Q4 2024	ACA Arcosa, Inc.	Arcosa, Inc.	Sell	-54	-2.1%	$246.88K	2,552
Q4 2024	ACM AECOM	AECOM	Sell - Position Exit	-2,082	-100.0%	$0.00	-
Q4 2024	ACN Accenture plc	Accenture plc	Buy	+1,511	+7.3%	$7.77M	22,100
Q4 2024	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Buy	+33,587	+2.7%	$152.66M	1,299,226
Q4 2024	ACWX iShares MSCI ACWI ex U.S. ETF	iShares MSCI ACWI ex U.S. ETF	Buy	+5,370	+2.4%	$11.99M	229,818
Q4 2024	ADBE Adobe Inc.	Adobe Inc.	Buy	+54	+0.7%	$3.65M	8,211
Q4 2024	ADC Agree Realty Corporation	Agree Realty Corporation	Buy	+169	+3.8%	$323.37K	4,590
Q4 2024	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+811	+6.5%	$2.81M	13,242
Q4 2024	ADM Archer-Daniels-Midland Company	Archer-Daniels-Midland Company	Buy	+2,183	+26.7%	$523.70K	10,366
Q4 2024	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+1,423	+15.9%	$3.03M	10,355
Q4 2024	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+488	+14.1%	$1.17M	3,952
Q4 2024	ADX Adams Diversified Equity Fund I	Adams Diversified Equity Fund I	Sell - Position Exit	-11,482	-100.0%	$0.00	-
Q4 2024	AEE Ameren Corporation	Ameren Corporation	Sell	-3,376	-30.0%	$703.05K	7,887
Q4 2024	AEG Aegon Ltd. New York Registry Sh	Aegon Ltd. New York Registry Sh	Sell	-138	-0.6%	$133.16K	22,608
Q4 2024	AEIS Advanced Energy Industries, Inc	Advanced Energy Industries, Inc	Buy - Position Entry	+1,982	-	$229.18K	1,982
Q4 2024	AEM Agnico Eagle Mines Limited	Agnico Eagle Mines Limited	Sell	-309	-9.5%	$230.81K	2,951
Q4 2024	AEO American Eagle Outfitters, Inc.	American Eagle Outfitters, Inc.	Sell - Position Exit	-10,075	-100.0%	$0.00	-
Q4 2024	AEP American Electric Power Company	American Electric Power Company	Sell	-4,688	-4.5%	$9.08M	98,408
Q4 2024	AER AerCap	AerCap	Buy	+84	+1.2%	$679.85K	7,104

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