- 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 | GWRE Guidewire Software, Inc. | Sell - Position Exit | -1,762-100.0% |
Q2 2025Jun 30, 2025 | CRS Carpenter Technology Corporatio | Sell - Position Exit | -1,763-100.0% |
Q2 2025Jun 30, 2025 | FBT First Trust Amex Biotech Index | Sell - Position Exit | -1,775-100.0% |
Q2 2025Jun 30, 2025 | HUM Humana Inc. | Sell - Position Exit | -1,785-100.0% |
Q2 2025Jun 30, 2025 | SOXX iShares Semiconductor ETF | Sell - Position Exit | -1,800-100.0% |
Q2 2025Jun 30, 2025 | ZBRA Zebra Technologies Corporation | Sell - Position Exit | -1,804-100.0% |
Q2 2025Jun 30, 2025 | AIT Applied Industrial Technologies | Sell - Position Exit | -1,811-100.0% |
Q2 2025Jun 30, 2025 | OC Owens Corning Inc | Sell - Position Exit | -1,823-100.0% |
Q2 2025Jun 30, 2025 | ARGX argenx SE | Sell - Position Exit | -1,829-100.0% |
Q2 2025Jun 30, 2025 | ANSS ANSYS, Inc. | Sell - Position Exit | -1,864-100.0% |
Q2 2025Jun 30, 2025 | KNSL Kinsale Capital Group, Inc. | Sell - Position Exit | -1,870-100.0% |
Q2 2025Jun 30, 2025 | MATX Matson, Inc. | Sell - Position Exit | -1,871-100.0% |
Q2 2025Jun 30, 2025 | DVA DaVita Inc. | Sell - Position Exit | -1,875-100.0% |
Q2 2025Jun 30, 2025 | CHK | Sell - Position Exit | -1,927-100.0% |
Q2 2025Jun 30, 2025 | PKG Packaging Corporation of Americ | Sell - Position Exit | -1,928-100.0% |
Q2 2025Jun 30, 2025 | GNRC Generac Holdlings Inc. | Sell - Position Exit | -1,937-100.0% |
Q2 2025Jun 30, 2025 | IDXX IDEXX Laboratories, Inc. | Sell - Position Exit | -1,937-100.0% |
Q2 2025Jun 30, 2025 | PODD Insulet Corporation | Sell - Position Exit | -1,972-100.0% |
Q2 2025Jun 30, 2025 | BLDR Builders FirstSource, Inc. | Sell - Position Exit | -1,988-100.0% |
Q2 2025Jun 30, 2025 | MPWR Monolithic Power Systems, Inc. | Sell - Position Exit | -2,013-100.0% |
Q2 2025Jun 30, 2025 | PTC PTC Inc. | Sell - Position Exit | -2,014-100.0% |
Q2 2025Jun 30, 2025 | EQIX Equinix, Inc. | Sell - Position Exit | -2,016-100.0% |
Q2 2025Jun 30, 2025 | COOP Mr. Cooper Group Inc. | Sell - Position Exit | -2,037-100.0% |
Q2 2025Jun 30, 2025 | TOL Toll Brothers, Inc. | Sell - Position Exit | -2,056-100.0% |
Q2 2025Jun 30, 2025 | TWLO Twilio Inc. | Sell - Position Exit | -2,060-100.0% |
Q2 2025Jun 30, 2025 | IYM iShares U.S. Basic Materials ET | Sell - Position Exit | -2,070-100.0% |
Q2 2025Jun 30, 2025 | VTWV Vanguard Russell 2000 Value ETF | Sell - Position Exit | -2,072-100.0% |
Q2 2025Jun 30, 2025 | VRSN VeriSign, Inc. | Sell - Position Exit | -2,078-100.0% |
Q2 2025Jun 30, 2025 | BBUS JPMorgan BetaBuilders U.S. Equi | Sell - Position Exit | -2,121-100.0% |
Q2 2025Jun 30, 2025 | VMC Vulcan Materials Company (Holdi | Sell - Position Exit | -2,132-100.0% |