- 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 |
|---|---|---|---|
Q1 2025Mar 31, 2025 | DDOG Datadog, Inc. | Sell | -417-14.2% |
Q1 2025Mar 31, 2025 | COIN Coinbase Global, Inc. | Sell | -418-9.9% |
Q1 2025Mar 31, 2025 | SU Suncor Energy Inc. | Sell | -425-1.2% |
Q1 2025Mar 31, 2025 | PSO Pearson, Plc | Sell | -431-3.1% |
Q1 2025Mar 31, 2025 | TDG Transdigm Group Incorporated | Sell | -432-6.6% |
Q1 2025Mar 31, 2025 | QRTEA Liberty Interactive Corporation | Sell | -439-0.8% |
Q1 2025Mar 31, 2025 | TER Teradyne, Inc. | Sell | -441-14.3% |
Q1 2025Mar 31, 2025 | CVBF CVB Financial Corporation | Sell | -444-2.8% |
Q1 2025Mar 31, 2025 | CRWD CrowdStrike Holdings, Inc. | Sell | -461-7.5% |
Q1 2025Mar 31, 2025 | XBI SPDR Series Trust SPDR S&P Bio | Sell | -470-12.5% |
Q1 2025Mar 31, 2025 | AEG Aegon Ltd. New York Registry Sh | Sell | -472-2.1% |
Q1 2025Mar 31, 2025 | CMG Chipotle Mexican Grill, Inc. | Sell | -498-1.6% |
Q1 2025Mar 31, 2025 | MELI MercadoLibre, Inc. | Sell | -501-31.2% |
Q1 2025Mar 31, 2025 | L Loews Corporation | Sell | -501-11.3% |
Q1 2025Mar 31, 2025 | BLD TopBuild Corp. | Sell | -505-34.7% |
Q1 2025Mar 31, 2025 | IVT InvenTrust Properties Corp. | Sell | -511-6.8% |
Q1 2025Mar 31, 2025 | CNP CenterPoint Energy, Inc (Holdin | Sell | -517-7.4% |
Q1 2025Mar 31, 2025 | NTAP NetApp, Inc. | Sell | -534-9.4% |
Q1 2025Mar 31, 2025 | TSM Taiwan Semiconductor Manufactur | Sell | -538-1.1% |
Q1 2025Mar 31, 2025 | SLG SL Green Realty Corp | Sell | -546-3.8% |
Q1 2025Mar 31, 2025 | CWB SPDR Bloomberg Convertible Secu | Sell | -550-12.6% |
Q1 2025Mar 31, 2025 | SYY Sysco Corporation | Sell | -552-2.6% |
Q1 2025Mar 31, 2025 | SIL Global X Silver Miners ETF | Sell | -558-8.8% |
Q1 2025Mar 31, 2025 | STAG Stag Industrial, Inc. | Sell | -562-8.3% |
Q1 2025Mar 31, 2025 | DELL Dell Technologies Inc. | Sell | -564-1.6% |
Q1 2025Mar 31, 2025 | MKC McCormick & Company, Incorporat | Sell | -583-10.4% |
Q1 2025Mar 31, 2025 | AVY Avery Dennison Corporation | Sell | -585-10.3% |
Q1 2025Mar 31, 2025 | WH Wyndham Hotels & Resorts, Inc. | Sell | -587-6.7% |
Q1 2025Mar 31, 2025 | VDE Vanguard Energy ETF | Sell | -589-14.5% |
Q1 2025Mar 31, 2025 | INVH Invitation Homes Inc. | Sell | -590-7.9% |