- 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 | ORLY O'Reilly Automotive, Inc. | Sell - Position Exit | -2,135-100.0% |
Q2 2025Jun 30, 2025 | ATO Atmos Energy Corporation | Sell - Position Exit | -2,158-100.0% |
Q2 2025Jun 30, 2025 | AEIS Advanced Energy Industries, Inc | Sell - Position Exit | -2,169-100.0% |
Q2 2025Jun 30, 2025 | POOL Pool Corporation | Sell - Position Exit | -2,188-100.0% |
Q2 2025Jun 30, 2025 | ESE ESCO Technologies Inc. | Sell - Position Exit | -2,212-100.0% |
Q2 2025Jun 30, 2025 | GPOR Gulfport Energy Corporation | Sell - Position Exit | -2,220-100.0% |
Q2 2025Jun 30, 2025 | RPV Invesco S&P 500 Pure Value ETF | Sell - Position Exit | -2,231-100.0% |
Q2 2025Jun 30, 2025 | LRN Stride, Inc. | Sell - Position Exit | -2,244-100.0% |
Q2 2025Jun 30, 2025 | MTZ MasTec, Inc. | Sell - Position Exit | -2,253-100.0% |
Q2 2025Jun 30, 2025 | VXF Vanguard Extended Market ETF | Sell - Position Exit | -2,255-100.0% |
Q2 2025Jun 30, 2025 | GSLC Goldman Sachs ActiveBeta U.S. L | Sell - Position Exit | -2,313-100.0% |
Q2 2025Jun 30, 2025 | DRI Darden Restaurants, Inc. | Sell - Position Exit | -2,316-100.0% |
Q2 2025Jun 30, 2025 | RMD ResMed Inc. | Sell - Position Exit | -2,337-100.0% |
Q2 2025Jun 30, 2025 | CBOE Cboe Global Markets, Inc. | Sell - Position Exit | -2,369-100.0% |
Q2 2025Jun 30, 2025 | FCN FTI Consulting, Inc. | Sell - Position Exit | -2,374-100.0% |
Q2 2025Jun 30, 2025 | LULU lululemon athletica inc. | Sell - Position Exit | -2,388-100.0% |
Q2 2025Jun 30, 2025 | DEO Diageo plc | Sell - Position Exit | -2,393-100.0% |
Q2 2025Jun 30, 2025 | FERG Ferguson Enterprises Inc. | Sell - Position Exit | -2,412-100.0% |
Q2 2025Jun 30, 2025 | CIGI Colliers International Group In | Sell - Position Exit | -2,424-100.0% |
Q2 2025Jun 30, 2025 | MSCI MSCI Inc. | Sell - Position Exit | -2,450-100.0% |
Q2 2025Jun 30, 2025 | VBK Vanguard Small-Cap Growth ETF | Sell - Position Exit | -2,470-100.0% |
Q2 2025Jun 30, 2025 | VTHR Vanguard Russell 3000 ETF | Sell - Position Exit | -2,478-100.0% |
Q2 2025Jun 30, 2025 | CHTR Charter Communications, Inc. | Sell - Position Exit | -2,485-100.0% |
Q2 2025Jun 30, 2025 | MMSI Merit Medical Systems, Inc. | Sell - Position Exit | -2,492-100.0% |
Q2 2025Jun 30, 2025 | QLD ProShares Ultra QQQ | Sell - Position Exit | -2,495-100.0% |
Q2 2025Jun 30, 2025 | EXPE Expedia Group, Inc. | Sell - Position Exit | -2,508-100.0% |
Q2 2025Jun 30, 2025 | CALM Cal-Maine Foods, Inc. | Sell - Position Exit | -2,511-100.0% |
Q2 2025Jun 30, 2025 | OKTA Okta, Inc. | Sell - Position Exit | -2,518-100.0% |
Q2 2025Jun 30, 2025 | DDOG Datadog, Inc. | Sell - Position Exit | -2,519-100.0% |
Q2 2025Jun 30, 2025 | RS Reliance, Inc. | Sell - Position Exit | -2,531-100.0% |