- 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 | LANC Lancaster Colony Corporation | Sell - Position Exit | -2,553-100.0% |
Q2 2025Jun 30, 2025 | STZ Constellation Brands, Inc. | Sell - Position Exit | -2,564-100.0% |
Q2 2025Jun 30, 2025 | EMN Eastman Chemical Company | Sell - Position Exit | -2,576-100.0% |
Q2 2025Jun 30, 2025 | GDDY GoDaddy Inc. | Sell - Position Exit | -2,580-100.0% |
Q2 2025Jun 30, 2025 | LBRDA Liberty Broadband Corporation | Sell - Position Exit | -2,580-100.0% |
Q2 2025Jun 30, 2025 | OEF iShares S&P 100 ETF | Sell - Position Exit | -2,595-100.0% |
Q2 2025Jun 30, 2025 | TLT iShares 20+ Year Treasury Bond | Sell - Position Exit | -2,603-100.0% |
Q2 2025Jun 30, 2025 | TEAM Atlassian Corporation | Sell - Position Exit | -2,609-100.0% |
Q2 2025Jun 30, 2025 | ARE Alexandria Real Estate Equities | Sell - Position Exit | -2,620-100.0% |
Q2 2025Jun 30, 2025 | VRSK Verisk Analytics, Inc. | Sell - Position Exit | -2,639-100.0% |
Q2 2025Jun 30, 2025 | IJT iShares S&P SmallCap 600 Growth | Sell - Position Exit | -2,642-100.0% |
Q2 2025Jun 30, 2025 | BURL Burlington Stores, Inc. | Sell - Position Exit | -2,645-100.0% |
Q2 2025Jun 30, 2025 | TER Teradyne, Inc. | Sell - Position Exit | -2,646-100.0% |
Q2 2025Jun 30, 2025 | UNM Unum Group | Sell - Position Exit | -2,655-100.0% |
Q2 2025Jun 30, 2025 | QQQM Invesco NASDAQ 100 ETF | Sell - Position Exit | -2,656-100.0% |
Q2 2025Jun 30, 2025 | DIA SPDR Dow Jones Industrial Avera | Sell - Position Exit | -2,684-100.0% |
Q2 2025Jun 30, 2025 | MANH Manhattan Associates, Inc. | Sell - Position Exit | -2,710-100.0% |
Q2 2025Jun 30, 2025 | EHC Encompass Health Corporation | Sell - Position Exit | -2,727-100.0% |
Q2 2025Jun 30, 2025 | EXPD Expeditors International of Was | Sell - Position Exit | -2,728-100.0% |
Q2 2025Jun 30, 2025 | IYF iShares U.S. Financial ETF | Sell - Position Exit | -2,746-100.0% |
Q2 2025Jun 30, 2025 | AVB AvalonBay Communities, Inc. | Sell - Position Exit | -2,757-100.0% |
Q2 2025Jun 30, 2025 | ENTG Entegris, Inc. | Sell - Position Exit | -2,767-100.0% |
Q2 2025Jun 30, 2025 | EXR Extra Space Storage Inc | Sell - Position Exit | -2,792-100.0% |
Q2 2025Jun 30, 2025 | SMH VanEck Semiconductor ETF | Sell - Position Exit | -2,795-100.0% |
Q2 2025Jun 30, 2025 | CORP Pimco Investment Grade Corporat | Sell - Position Exit | -2,797-100.0% |
Q2 2025Jun 30, 2025 | LYV Live Nation Entertainment, Inc. | Sell - Position Exit | -2,831-100.0% |
Q2 2025Jun 30, 2025 | VAW Vanguard Materials ETF | Sell - Position Exit | -2,845-100.0% |
Q2 2025Jun 30, 2025 | CASY Caseys General Stores, Inc. | Sell - Position Exit | -2,860-100.0% |
Q2 2025Jun 30, 2025 | USLM United States Lime & Minerals, | Sell - Position Exit | -2,875-100.0% |
Q2 2025Jun 30, 2025 | KLAC KLA Corporation | Sell - Position Exit | -2,928-100.0% |