- 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 | KNX Knight-Swift Transportation Hol | Sell | -840-15.0% |
Q1 2025Mar 31, 2025 | GM General Motors Company | Sell | -844-1.7% |
Q1 2025Mar 31, 2025 | PEG Public Service Enterprise Group | Sell | -859-4.0% |
Q1 2025Mar 31, 2025 | SCZ iShares MSCI EAFE Small-Cap ETF | Sell | -869-11.1% |
Q1 2025Mar 31, 2025 | ODFL Old Dominion Freight Line, Inc. | Sell | -870-13.3% |
Q1 2025Mar 31, 2025 | ALB Albemarle Corporation | Sell | -891-21.3% |
Q1 2025Mar 31, 2025 | NSC Norfolk Southern Corporation | Sell | -899-1.2% |
Q1 2025Mar 31, 2025 | MBC MasterBrand, Inc. | Sell | -903-7.5% |
Q1 2025Mar 31, 2025 | DLTR Dollar Tree, Inc. | Sell | -905-17.8% |
Q1 2025Mar 31, 2025 | AES The AES Corporation | Sell | -910-8.1% |
Q1 2025Mar 31, 2025 | VHT Vanguard Health Care ETF | Sell | -925-4.2% |
Q1 2025Mar 31, 2025 | RF Regions Financial Corporation | Sell | -956-3.9% |
Q1 2025Mar 31, 2025 | FITB Fifth Third Bancorp | Sell | -969-6.0% |
Q1 2025Mar 31, 2025 | SHOP Shopify Inc. | Sell | -978-5.3% |
Q1 2025Mar 31, 2025 | XME SPDR S&P Metals & Mining ETF | Sell | -984-7.3% |
Q1 2025Mar 31, 2025 | SRE DBA Sempra | Sell | -985-11.5% |
Q1 2025Mar 31, 2025 | DXJ WisdomTree Japan Hedged Equity | Sell | -992-2.8% |
Q1 2025Mar 31, 2025 | AMAT Applied Materials, Inc. | Sell | -1,032-2.7% |
Q1 2025Mar 31, 2025 | BP BP p.l.c. | Sell | -1,036-1.9% |
Q1 2025Mar 31, 2025 | GNW Genworth Financial Inc | Sell | -1,041-7.6% |
Q1 2025Mar 31, 2025 | PYPL PayPal Holdings, Inc. | Sell | -1,052-3.7% |
Q1 2025Mar 31, 2025 | TLH iShares 10-20 Year Treasury Bon | Sell | -1,060-9.2% |
Q1 2025Mar 31, 2025 | HOPE Hope Bancorp, Inc. | Sell | -1,085-6.6% |
Q1 2025Mar 31, 2025 | WCC WESCO International, Inc. | Sell - Position Exit | -1,149-100.0% |
Q1 2025Mar 31, 2025 | VGIT Vanguard Intermediate-Term Trea | Sell | -1,156-5.7% |
Q1 2025Mar 31, 2025 | HLI Houlihan Lokey, Inc. | Sell - Position Exit | -1,161-100.0% |
Q1 2025Mar 31, 2025 | DTM DT Midstream, Inc. | Sell | -1,173-14.2% |
Q1 2025Mar 31, 2025 | HDV iShares Core High Dividend ETF | Sell | -1,220-24.8% |
Q1 2025Mar 31, 2025 | TMUS T-Mobile US, Inc. | Sell | -1,228-8.4% |
Q1 2025Mar 31, 2025 | JBHT J.B. Hunt Transport Services, I | Sell - Position Exit | -1,231-100.0% |