- 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 | NOC Northrop Grumman Corporation | Sell - Position Exit | -2,976-100.0% |
Q2 2025Jun 30, 2025 | DOV Dover Corporation | Sell - Position Exit | -2,982-100.0% |
Q2 2025Jun 30, 2025 | BIIB Biogen Inc. | Sell - Position Exit | -3,017-100.0% |
Q2 2025Jun 30, 2025 | EVRG Evergy, Inc. | Sell - Position Exit | -3,019-100.0% |
Q2 2025Jun 30, 2025 | ENSG The Ensign Group, Inc. | Sell - Position Exit | -3,020-100.0% |
Q2 2025Jun 30, 2025 | UAL United Airlines Holdings, Inc. | Sell - Position Exit | -3,055-100.0% |
Q2 2025Jun 30, 2025 | FSS Federal Signal Corporation | Sell - Position Exit | -3,058-100.0% |
Q2 2025Jun 30, 2025 | ARES Ares Management Corporation | Sell - Position Exit | -3,112-100.0% |
Q2 2025Jun 30, 2025 | CSWI CSW Industrials, Inc. | Sell - Position Exit | -3,122-100.0% |
Q2 2025Jun 30, 2025 | IYG iShares U.S. Financial Services | Sell - Position Exit | -3,153-100.0% |
Q2 2025Jun 30, 2025 | IGV iShares Expanded Tech-Software | Sell - Position Exit | -3,155-100.0% |
Q2 2025Jun 30, 2025 | ITA iShares U.S. Aerospace & Defens | Sell - Position Exit | -3,167-100.0% |
Q2 2025Jun 30, 2025 | APP Applovin Corporation | Sell - Position Exit | -3,174-100.0% |
Q2 2025Jun 30, 2025 | PHO Invesco Water Resources ETF | Sell - Position Exit | -3,190-100.0% |
Q2 2025Jun 30, 2025 | SSNC SS&C Technologies Holdings, Inc | Sell - Position Exit | -3,191-100.0% |
Q2 2025Jun 30, 2025 | AAON AAON, Inc. | Sell - Position Exit | -3,197-100.0% |
Q2 2025Jun 30, 2025 | H Hyatt Hotels Corporation | Sell - Position Exit | -3,214-100.0% |
Q2 2025Jun 30, 2025 | HCA HCA Healthcare, Inc. | Sell - Position Exit | -3,225-100.0% |
Q2 2025Jun 30, 2025 | RJF Raymond James Financial, Inc. | Sell - Position Exit | -3,230-100.0% |
Q2 2025Jun 30, 2025 | BJ BJ's Wholesale Club Holdings, I | Sell - Position Exit | -3,245-100.0% |
Q2 2025Jun 30, 2025 | EQR Equity Residential | Sell - Position Exit | -3,246-100.0% |
Q2 2025Jun 30, 2025 | XBI SPDR Series Trust SPDR S&P Bio | Sell - Position Exit | -3,282-100.0% |
Q2 2025Jun 30, 2025 | SNEX StoneX Group Inc. | Sell - Position Exit | -3,285-100.0% |
Q2 2025Jun 30, 2025 | PNW Pinnacle West Capital Corporati | Sell - Position Exit | -3,289-100.0% |
Q2 2025Jun 30, 2025 | VOT Vanguard Mid-Cap Growth ETF | Sell - Position Exit | -3,289-100.0% |
Q2 2025Jun 30, 2025 | LECO Lincoln Electric Holdings, Inc. | Sell - Position Exit | -3,293-100.0% |
Q2 2025Jun 30, 2025 | ALB Albemarle Corporation | Sell - Position Exit | -3,296-100.0% |
Q2 2025Jun 30, 2025 | INDB Independent Bank Corp. | Sell - Position Exit | -3,298-100.0% |
Q2 2025Jun 30, 2025 | KMPR Kemper Corporation | Sell - Position Exit | -3,303-100.0% |
Q2 2025Jun 30, 2025 | AXON Axon Enterprise, Inc. | Sell - Position Exit | -3,306-100.0% |