- 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 | KWEB KraneShares Trust KraneShares C | Sell - Position Exit | -3,322-100.0% |
Q2 2025Jun 30, 2025 | GPC Genuine Parts Company | Sell - Position Exit | -3,339-100.0% |
Q2 2025Jun 30, 2025 | ROOT Root, Inc. | Sell - Position Exit | -3,350-100.0% |
Q2 2025Jun 30, 2025 | SBAC SBA Communications Corporation | Sell - Position Exit | -3,354-100.0% |
Q2 2025Jun 30, 2025 | CORT Corcept Therapeutics Incorporat | Sell - Position Exit | -3,362-100.0% |
Q2 2025Jun 30, 2025 | KMX CarMax Inc | Sell - Position Exit | -3,367-100.0% |
Q2 2025Jun 30, 2025 | TRI Thomson Reuters Corp | Sell - Position Exit | -3,386-100.0% |
Q2 2025Jun 30, 2025 | CINF Cincinnati Financial Corporatio | Sell - Position Exit | -3,391-100.0% |
Q2 2025Jun 30, 2025 | ALNY Alnylam Pharmaceuticals, Inc. | Sell - Position Exit | -3,395-100.0% |
Q2 2025Jun 30, 2025 | IJK iShares S&P Mid-Cap 400 Growth | Sell - Position Exit | -3,403-100.0% |
Q2 2025Jun 30, 2025 | IEI iShares 3-7 Year Treasury Bond | Sell - Position Exit | -3,410-100.0% |
Q2 2025Jun 30, 2025 | IHE iShares U.S. Pharmaceutical ETF | Sell - Position Exit | -3,433-100.0% |
Q2 2025Jun 30, 2025 | SPXC SPX Technologies, Inc. | Sell - Position Exit | -3,445-100.0% |
Q2 2025Jun 30, 2025 | IXN iShares Global Tech ETF | Sell - Position Exit | -3,467-100.0% |
Q2 2025Jun 30, 2025 | VDE Vanguard Energy ETF | Sell - Position Exit | -3,478-100.0% |
Q2 2025Jun 30, 2025 | FNV Franco-Nevada Corporation | Sell - Position Exit | -3,499-100.0% |
Q2 2025Jun 30, 2025 | RBA RB Global, Inc. | Sell - Position Exit | -3,531-100.0% |
Q2 2025Jun 30, 2025 | AWK American Water Works Company, I | Sell - Position Exit | -3,532-100.0% |
Q2 2025Jun 30, 2025 | WDAY Workday, Inc. | Sell - Position Exit | -3,532-100.0% |
Q2 2025Jun 30, 2025 | SE Sea Limited | Sell - Position Exit | -3,536-100.0% |
Q2 2025Jun 30, 2025 | SKYW SkyWest, Inc. | Sell - Position Exit | -3,537-100.0% |
Q2 2025Jun 30, 2025 | DHS WisdomTree U.S. High Dividend F | Sell - Position Exit | -3,603-100.0% |
Q2 2025Jun 30, 2025 | BXP BXP, Inc. | Sell - Position Exit | -3,607-100.0% |
Q2 2025Jun 30, 2025 | BERY Berry Global Group, Inc. | Sell - Position Exit | -3,610-100.0% |
Q2 2025Jun 30, 2025 | ROKU Roku, Inc. | Sell - Position Exit | -3,619-100.0% |
Q2 2025Jun 30, 2025 | TTWO Take-Two Interactive Software, | Sell - Position Exit | -3,630-100.0% |
Q2 2025Jun 30, 2025 | DECK Deckers Outdoor Corporation | Sell - Position Exit | -3,634-100.0% |
Q2 2025Jun 30, 2025 | WRB W.R. Berkley Corporation | Sell - Position Exit | -3,646-100.0% |
Q2 2025Jun 30, 2025 | XMHQ Invesco S&P MidCap Quality ETF | Sell - Position Exit | -3,658-100.0% |
Q2 2025Jun 30, 2025 | NTNX Nutanix, Inc. | Sell - Position Exit | -3,673-100.0% |