- 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 | PPG PPG Industries, Inc. | Sell | -597-10.0% |
Q1 2025Mar 31, 2025 | INDB Independent Bank Corp. | Sell | -602-15.4% |
Q1 2025Mar 31, 2025 | XRAY DENTSPLY SIRONA Inc. | Sell | -609-5.3% |
Q1 2025Mar 31, 2025 | JNPR Juniper Networks, Inc. | Sell | -614-6.0% |
Q1 2025Mar 31, 2025 | WEC WEC Energy Group, Inc. | Sell | -616-8.7% |
Q1 2025Mar 31, 2025 | PHG Koninklijke Philips N.V. NY Reg | Sell | -621-7.0% |
Q1 2025Mar 31, 2025 | LHX L3Harris Technologies, Inc. | Sell | -636-5.9% |
Q1 2025Mar 31, 2025 | DECK Deckers Outdoor Corporation | Sell | -642-15.0% |
Q1 2025Mar 31, 2025 | EPI WisdomTree India Earnings Fund | Sell | -650-12.0% |
Q1 2025Mar 31, 2025 | SSL Sasol Ltd. | Sell | -657-4.9% |
Q1 2025Mar 31, 2025 | O Realty Income Corporation | Sell | -663-2.8% |
Q1 2025Mar 31, 2025 | SUSA iShares MSCI USA ESG Select ETF | Sell | -686-4.7% |
Q1 2025Mar 31, 2025 | TTD The Trade Desk, Inc. | Sell | -688-5.2% |
Q1 2025Mar 31, 2025 | PAVE Global X Funds Global X U.S. In | Sell | -691-3.7% |
Q1 2025Mar 31, 2025 | CENTA Central Garden & Pet Company | Sell | -694-9.2% |
Q1 2025Mar 31, 2025 | DSI iShares MSCI KLD 400 Social ETF | Sell | -696-4.6% |
Q1 2025Mar 31, 2025 | MINT PIMCO Enhanced Short Maturity A | Sell | -697-2.0% |
Q1 2025Mar 31, 2025 | RRR Red Rock Resorts, Inc. | Sell | -712-0.4% |
Q1 2025Mar 31, 2025 | TIP iShares TIPS Bond ETF | Sell | -746-8.6% |
Q1 2025Mar 31, 2025 | PBH Prestige Consumer Healthcare In | Sell | -759-8.7% |
Q1 2025Mar 31, 2025 | RPM RPM International Inc. | Sell | -762-10.0% |
Q1 2025Mar 31, 2025 | MUFG Mitsubishi UFJ Financial Group, | Sell | -762-1.6% |
Q1 2025Mar 31, 2025 | WCN Waste Connections, Inc. | Sell | -768-12.0% |
Q1 2025Mar 31, 2025 | CAH Cardinal Health, Inc. | Sell | -769-8.7% |
Q1 2025Mar 31, 2025 | EIX Edison International | Sell | -791-7.9% |
Q1 2025Mar 31, 2025 | PRVA Privia Health Group, Inc. | Sell | -806-3.1% |
Q1 2025Mar 31, 2025 | EXP Eagle Materials Inc | Sell - Position Exit | -816-100.0% |
Q1 2025Mar 31, 2025 | ATI ATI Inc. | Sell | -817-16.4% |
Q1 2025Mar 31, 2025 | DXCM DexCom, Inc. | Sell | -825-9.7% |
Q1 2025Mar 31, 2025 | VTS Vitesse Energy, Inc. | Sell | -829-7.2% |