- 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 | FDVV Fidelity High Dividend ETF | Sell - Position Exit | -15,746-100.0% |
Q2 2025Jun 30, 2025 | GFI Gold Fields Limited | Sell - Position Exit | -15,756-100.0% |
Q2 2025Jun 30, 2025 | GIS General Mills, Inc. | Sell - Position Exit | -15,757-100.0% |
Q2 2025Jun 30, 2025 | KW Kennedy-Wilson Holdings Inc. | Sell - Position Exit | -15,770-100.0% |
Q2 2025Jun 30, 2025 | RY Royal Bank Of Canada | Sell - Position Exit | -15,808-100.0% |
Q2 2025Jun 30, 2025 | INTU Intuit Inc. | Sell - Position Exit | -15,846-100.0% |
Q2 2025Jun 30, 2025 | MPW Medical Properties Trust, Inc. | Sell - Position Exit | -15,905-100.0% |
Q2 2025Jun 30, 2025 | CTVA Corteva, Inc. | Sell - Position Exit | -15,940-100.0% |
Q2 2025Jun 30, 2025 | BW Babcock & Wilcox Enterprises, I | Sell - Position Exit | -15,976-100.0% |
Q2 2025Jun 30, 2025 | FFIV F5, Inc. | Sell - Position Exit | -16,016-100.0% |
Q2 2025Jun 30, 2025 | FAST Fastenal Company | Sell - Position Exit | -16,023-100.0% |
Q2 2025Jun 30, 2025 | CLBK Columbia Financial, Inc. | Sell - Position Exit | -16,029-100.0% |
Q2 2025Jun 30, 2025 | AM Antero Midstream Corporation | Sell - Position Exit | -16,034-100.0% |
Q2 2025Jun 30, 2025 | PBA Pembina Pipeline Corp. | Sell - Position Exit | -16,060-100.0% |
Q2 2025Jun 30, 2025 | EBAY eBay Inc. | Sell - Position Exit | -16,094-100.0% |
Q2 2025Jun 30, 2025 | TME Tencent Music Entertainment Gro | Sell - Position Exit | -16,274-100.0% |
Q2 2025Jun 30, 2025 | EDF Stone Harbor Emerging Markets I | Sell - Position Exit | -16,345-100.0% |
Q2 2025Jun 30, 2025 | FTNT Fortinet, Inc. | Sell - Position Exit | -16,393-100.0% |
Q2 2025Jun 30, 2025 | RSPT Invesco S&P 500 Equal Weight Te | Sell - Position Exit | -16,408-100.0% |
Q2 2025Jun 30, 2025 | NKE Nike, Inc. | Sell - Position Exit | -16,500-100.0% |
Q2 2025Jun 30, 2025 | HDSN Hudson Technologies, Inc. | Sell - Position Exit | -16,525-100.0% |
Q2 2025Jun 30, 2025 | TD Toronto Dominion Bank (The) | Sell - Position Exit | -16,564-100.0% |
Q2 2025Jun 30, 2025 | MNMD Mind Medicine (MindMed) Inc. | Sell - Position Exit | -16,579-100.0% |
Q2 2025Jun 30, 2025 | HQY HealthEquity, Inc. | Sell - Position Exit | -16,645-100.0% |
Q2 2025Jun 30, 2025 | WAT Waters Corporation | Sell - Position Exit | -16,702-100.0% |
Q2 2025Jun 30, 2025 | KT KT Corporation | Sell - Position Exit | -16,727-100.0% |
Q2 2025Jun 30, 2025 | RELX RELX PLC PLC | Sell - Position Exit | -16,732-100.0% |
Q2 2025Jun 30, 2025 | PECO Phillips Edison & Company, Inc. | Sell - Position Exit | -16,765-100.0% |
Q2 2025Jun 30, 2025 | TTE TotalEnergies SE | Sell - Position Exit | -16,790-100.0% |
Q2 2025Jun 30, 2025 | WWD Woodward, Inc. | Sell - Position Exit | -16,912-100.0% |