- 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 | RBLX Roblox Corporation | Sell - Position Exit | -5,148-100.0% |
Q2 2025Jun 30, 2025 | NTAP NetApp, Inc. | Sell - Position Exit | -5,163-100.0% |
Q2 2025Jun 30, 2025 | PTNQ Pacer Trendpilot 100 ETF | Sell - Position Exit | -5,165-100.0% |
Q2 2025Jun 30, 2025 | DASH DoorDash, Inc. | Sell - Position Exit | -5,169-100.0% |
Q2 2025Jun 30, 2025 | BPOP Popular, Inc. | Sell - Position Exit | -5,218-100.0% |
Q2 2025Jun 30, 2025 | VTR Ventas, Inc. | Sell - Position Exit | -5,239-100.0% |
Q2 2025Jun 30, 2025 | IWN iShares Russell 2000 Value ETF | Sell - Position Exit | -5,254-100.0% |
Q2 2025Jun 30, 2025 | ALK Alaska Air Group, Inc. | Sell - Position Exit | -5,292-100.0% |
Q2 2025Jun 30, 2025 | JOE St. Joe Company (The) | Sell - Position Exit | -5,307-100.0% |
Q2 2025Jun 30, 2025 | DOCS Doximity, Inc. | Sell - Position Exit | -5,352-100.0% |
Q2 2025Jun 30, 2025 | ICSH iShares Ultra Short-Term Bond A | Sell - Position Exit | -5,360-100.0% |
Q2 2025Jun 30, 2025 | WPM Wheaton Precious Metals Corp | Sell - Position Exit | -5,392-100.0% |
Q2 2025Jun 30, 2025 | PPG PPG Industries, Inc. | Sell - Position Exit | -5,398-100.0% |
Q2 2025Jun 30, 2025 | PJUL Innovator U.S. Equity Power Buf | Sell - Position Exit | -5,416-100.0% |
Q2 2025Jun 30, 2025 | AR Antero Resources Corporation | Sell - Position Exit | -5,444-100.0% |
Q2 2025Jun 30, 2025 | HSY The Hershey Company | Sell - Position Exit | -5,509-100.0% |
Q2 2025Jun 30, 2025 | AME AMETEK, Inc. | Sell - Position Exit | -5,526-100.0% |
Q2 2025Jun 30, 2025 | SLYV SPDR S&P 600 Small Cap Value ET | Sell - Position Exit | -5,565-100.0% |
Q2 2025Jun 30, 2025 | IR Ingersoll Rand Inc. | Sell - Position Exit | -5,568-100.0% |
Q2 2025Jun 30, 2025 | NTR Nutrien Ltd. | Sell - Position Exit | -5,623-100.0% |
Q2 2025Jun 30, 2025 | WCN Waste Connections, Inc. | Sell - Position Exit | -5,642-100.0% |
Q2 2025Jun 30, 2025 | CRWD CrowdStrike Holdings, Inc. | Sell - Position Exit | -5,658-100.0% |
Q2 2025Jun 30, 2025 | ODFL Old Dominion Freight Line, Inc. | Sell - Position Exit | -5,660-100.0% |
Q2 2025Jun 30, 2025 | NOCT Innovator Growth-100 Power Buff | Sell - Position Exit | -5,662-100.0% |
Q2 2025Jun 30, 2025 | QSR Restaurant Brands International | Sell - Position Exit | -5,679-100.0% |
Q2 2025Jun 30, 2025 | TROW T. Rowe Price Group, Inc. | Sell - Position Exit | -5,731-100.0% |
Q2 2025Jun 30, 2025 | SIL Global X Silver Miners ETF | Sell - Position Exit | -5,750-100.0% |
Q2 2025Jun 30, 2025 | ESGD iShares ESG Aware MSCI EAFE ETF | Sell - Position Exit | -5,769-100.0% |
Q2 2025Jun 30, 2025 | ICF iShares Cohen & Steers REIT ETF | Sell - Position Exit | -5,786-100.0% |
Q2 2025Jun 30, 2025 | STLD Steel Dynamics, Inc. | Sell - Position Exit | -5,803-100.0% |