- Sequoia Financial Advisors Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | Apr 23, 2025 | |
| Total Stocks | 1352 | |
| Portfolio Value | $12.93B |
Sequoia Financial Advisors Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | NVR NVR, Inc. | Sell - Position Exit | -37-100.0% |
Q2 2025Jun 30, 2025 | FCNCA First Citizens BancShares, Inc. | Sell - Position Exit | -126-100.0% |
Q2 2025Jun 30, 2025 | TPL Texas Pacific Land Corporation | Sell - Position Exit | -222-100.0% |
Q2 2025Jun 30, 2025 | MUSA Murphy USA Inc. | Sell - Position Exit | -478-100.0% |
Q2 2025Jun 30, 2025 | AZO AutoZone, Inc. | Sell - Position Exit | -501-100.0% |
Q2 2025Jun 30, 2025 | FICO Fair Isaac Corporation | Sell - Position Exit | -581-100.0% |
Q2 2025Jun 30, 2025 | MTD Mettler-Toledo International, I | Sell - Position Exit | -627-100.0% |
Q2 2025Jun 30, 2025 | UTHR United Therapeutics Corporation | Sell - Position Exit | -667-100.0% |
Q2 2025Jun 30, 2025 | WSO Watsco, Inc. | Sell - Position Exit | -682-100.0% |
Q2 2025Jun 30, 2025 | MGK Vanguard Mega Cap Growth ETF | Sell - Position Exit | -702-100.0% |
Q2 2025Jun 30, 2025 | SAIA Saia, Inc. | Sell - Position Exit | -723-100.0% |
Q2 2025Jun 30, 2025 | ESS Essex Property Trust, Inc. | Sell - Position Exit | -778-100.0% |
Q2 2025Jun 30, 2025 | EME EMCOR Group, Inc. | Sell - Position Exit | -791-100.0% |
Q2 2025Jun 30, 2025 | MEDP Medpace Holdings, Inc. | Sell - Position Exit | -825-100.0% |
Q2 2025Jun 30, 2025 | SNA Snap-On Incorporated | Sell - Position Exit | -859-100.0% |
Q2 2025Jun 30, 2025 | BKNG Booking Holdings Inc. Common St | Sell - Position Exit | -877-100.0% |
Q2 2025Jun 30, 2025 | GPI Group 1 Automotive, Inc. | Sell - Position Exit | -883-100.0% |
Q2 2025Jun 30, 2025 | VCR Vanguard Consumer Discretion ET | Sell - Position Exit | -923-100.0% |
Q2 2025Jun 30, 2025 | DPZ Domino's Pizza Inc | Sell - Position Exit | -929-100.0% |
Q2 2025Jun 30, 2025 | HUBS HubSpot, Inc. | Sell - Position Exit | -936-100.0% |
Q2 2025Jun 30, 2025 | TDY Teledyne Technologies Incorpora | Sell - Position Exit | -947-100.0% |
Q2 2025Jun 30, 2025 | BLD TopBuild Corp. | Sell - Position Exit | -950-100.0% |
Q2 2025Jun 30, 2025 | TYL Tyler Technologies, Inc. | Sell - Position Exit | -1,017-100.0% |
Q2 2025Jun 30, 2025 | DDS Dillard's, Inc. | Sell - Position Exit | -1,047-100.0% |
Q2 2025Jun 30, 2025 | FDS FactSet Research Systems Inc. | Sell - Position Exit | -1,077-100.0% |
Q2 2025Jun 30, 2025 | MELI MercadoLibre, Inc. | Sell - Position Exit | -1,104-100.0% |
Q2 2025Jun 30, 2025 | BGNE BeiGene, Ltd. | Sell - Position Exit | -1,134-100.0% |
Q2 2025Jun 30, 2025 | HEI Heico Corporation | Sell - Position Exit | -1,150-100.0% |
Q2 2025Jun 30, 2025 | BR Broadridge Financial Solutions, | Sell - Position Exit | -1,153-100.0% |
Q2 2025Jun 30, 2025 | WST West Pharmaceutical Services, I | Sell - Position Exit | -1,164-100.0% |