- 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 |
|---|---|---|---|
Q4 2013Dec 31, 2013 | VTV Vanguard Value ETF | Buy - Position Entry | +3,430 |
Q4 2013Dec 31, 2013 | IEI iShares 3-7 Year Treasury Bond | Buy - Position Entry | +3,151 |
Q4 2013Dec 31, 2013 | DIS Walt Disney Company (The) | Buy - Position Entry | +3,081 |
Q4 2013Dec 31, 2013 | ECL Ecolab Inc. | Buy - Position Entry | +2,977 |
Q4 2013Dec 31, 2013 | CVS CVS Health Corporation | Buy - Position Entry | +2,859 |
Q4 2013Dec 31, 2013 | SRCL Stericycle, Inc. | Buy - Position Entry | +2,805 |
Q4 2013Dec 31, 2013 | SAP SAP SE | Buy - Position Entry | +2,650 |
Q4 2013Dec 31, 2013 | PSX Phillips 66 | Buy - Position Entry | +2,642 |
Q4 2013Dec 31, 2013 | CVX Chevron Corporation | Buy - Position Entry | +2,626 |
Q4 2013Dec 31, 2013 | SLB Schlumberger N.V. | Buy - Position Entry | +2,573 |
Q4 2013Dec 31, 2013 | IWB iShares Russell 1000 ETF | Buy - Position Entry | +2,474 |
Q4 2013Dec 31, 2013 | DIA SPDR Dow Jones Industrial Avera | Buy - Position Entry | +1,926 |
Q4 2013Dec 31, 2013 | VB Vanguard Small-Cap ETF | Buy - Position Entry | +1,899 |
Q4 2013Dec 31, 2013 | BA Boeing Company (The) | Buy - Position Entry | +1,885 |
Q4 2013Dec 31, 2013 | IYT iShares Trust iShares U.S. Tran | Buy - Position Entry | +1,758 |
Q4 2013Dec 31, 2013 | CSGP CoStar Group, Inc. | Buy - Position Entry | +1,335 |
Q4 2013Dec 31, 2013 | AMZN Amazon.com, Inc. | Buy - Position Entry | +769 |