- 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 | OSIS OSI Systems, Inc. | Sell - Position Exit | -1,204-100.0% |
Q2 2025Jun 30, 2025 | HEI-A Heico Corporation | Sell - Position Exit | -1,207-100.0% |
Q2 2025Jun 30, 2025 | CPAY Corpay, Inc. | Sell - Position Exit | -1,215-100.0% |
Q2 2025Jun 30, 2025 | MOG-A Moog Inc. | Sell - Position Exit | -1,228-100.0% |
Q2 2025Jun 30, 2025 | CACI CACI International, Inc. | Sell - Position Exit | -1,229-100.0% |
Q2 2025Jun 30, 2025 | PAYC Paycom Software, Inc. | Sell - Position Exit | -1,266-100.0% |
Q2 2025Jun 30, 2025 | ULTA Ulta Beauty, Inc. | Sell - Position Exit | -1,277-100.0% |
Q2 2025Jun 30, 2025 | MDY SPDR S&P MidCap 400 ETF Trust | Sell - Position Exit | -1,318-100.0% |
Q2 2025Jun 30, 2025 | LPLA LPL Financial Holdings Inc. | Sell - Position Exit | -1,331-100.0% |
Q2 2025Jun 30, 2025 | EFX Equifax, Inc. | Sell - Position Exit | -1,335-100.0% |
Q2 2025Jun 30, 2025 | GWW W.W. Grainger, Inc. | Sell - Position Exit | -1,350-100.0% |
Q2 2025Jun 30, 2025 | ALGN Align Technology, Inc. | Sell - Position Exit | -1,356-100.0% |
Q2 2025Jun 30, 2025 | VOX Vanguard Communication Services | Sell - Position Exit | -1,368-100.0% |
Q2 2025Jun 30, 2025 | EAT Brinker International, Inc. | Sell - Position Exit | -1,381-100.0% |
Q2 2025Jun 30, 2025 | URI United Rentals, Inc. | Sell - Position Exit | -1,420-100.0% |
Q2 2025Jun 30, 2025 | PRK Park National Corporation | Sell - Position Exit | -1,424-100.0% |
Q2 2025Jun 30, 2025 | FIX Comfort Systems USA, Inc. | Sell - Position Exit | -1,431-100.0% |
Q2 2025Jun 30, 2025 | JLL Jones Lang LaSalle Incorporated | Sell - Position Exit | -1,450-100.0% |
Q2 2025Jun 30, 2025 | QUS SPDR MSCI USA StrategicFactors | Sell - Position Exit | -1,460-100.0% |
Q2 2025Jun 30, 2025 | WDFC WD-40 Company | Sell - Position Exit | -1,496-100.0% |
Q2 2025Jun 30, 2025 | LDOS Leidos Holdings, Inc. | Sell - Position Exit | -1,496-100.0% |
Q2 2025Jun 30, 2025 | MKL Markel Group Inc. | Sell - Position Exit | -1,514-100.0% |
Q2 2025Jun 30, 2025 | RXI iShares Global Consumer Discret | Sell - Position Exit | -1,518-100.0% |
Q2 2025Jun 30, 2025 | MOH Molina Healthcare Inc | Sell - Position Exit | -1,529-100.0% |
Q2 2025Jun 30, 2025 | MAA Mid-America Apartment Communiti | Sell - Position Exit | -1,565-100.0% |
Q2 2025Jun 30, 2025 | NSIT Insight Enterprises, Inc. | Sell - Position Exit | -1,595-100.0% |
Q2 2025Jun 30, 2025 | REGN Regeneron Pharmaceuticals, Inc. | Sell - Position Exit | -1,615-100.0% |
Q2 2025Jun 30, 2025 | IT Gartner, Inc. | Sell - Position Exit | -1,694-100.0% |
Q2 2025Jun 30, 2025 | IYJ iShares U.S. Industrials ETF | Sell - Position Exit | -1,746-100.0% |
Q2 2025Jun 30, 2025 | CRL Charles River Laboratories Inte | Sell - Position Exit | -1,755-100.0% |