- 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 | LUV Southwest Airlines Company | Sell | -1,272-9.3% |
Q1 2025Mar 31, 2025 | LNG Cheniere Energy, Inc. | Sell | -1,300-0.9% |
Q1 2025Mar 31, 2025 | MO Altria Group, Inc. | Sell | -1,300-1.7% |
Q1 2025Mar 31, 2025 | D Dominion Energy, Inc. | Sell | -1,307-6.7% |
Q1 2025Mar 31, 2025 | AIG American International Group, I | Sell | -1,317-6.0% |
Q1 2025Mar 31, 2025 | ICUI ICU Medical, Inc. | Sell - Position Exit | -1,320-100.0% |
Q1 2025Mar 31, 2025 | MDB MongoDB, Inc. | Sell - Position Exit | -1,328-100.0% |
Q1 2025Mar 31, 2025 | JMHI J.P. Morgan Exchange-Traded Fun | Sell | -1,331-8.7% |
Q1 2025Mar 31, 2025 | RIO Rio Tinto Plc | Sell | -1,336-12.8% |
Q1 2025Mar 31, 2025 | DEO Diageo plc | Sell | -1,342-35.9% |
Q1 2025Mar 31, 2025 | ANF Abercrombie & Fitch Company | Sell - Position Exit | -1,358-100.0% |
Q1 2025Mar 31, 2025 | EXC Exelon Corporation | Sell | -1,367-5.5% |
Q1 2025Mar 31, 2025 | SSRM SSR Mining Inc. | Sell | -1,377-10.0% |
Q1 2025Mar 31, 2025 | DFEV Dimensional ETF Trust Dimension | Sell | -1,399-1.8% |
Q1 2025Mar 31, 2025 | FDX FedEx Corporation | Sell | -1,400-14.4% |
Q1 2025Mar 31, 2025 | DTE DTE Energy Company | Sell | -1,400-8.5% |
Q1 2025Mar 31, 2025 | SBS Companhia de saneamento Basico | Sell | -1,405-10.3% |
Q1 2025Mar 31, 2025 | CTSH Cognizant Technology Solutions | Sell | -1,409-9.4% |
Q1 2025Mar 31, 2025 | SHV iShares Short Treasury Bond ETF | Sell | -1,431-5.4% |
Q1 2025Mar 31, 2025 | FANG Diamondback Energy, Inc. | Sell | -1,441-19.5% |
Q1 2025Mar 31, 2025 | ROOT Root, Inc. | Sell | -1,450-30.2% |
Q1 2025Mar 31, 2025 | NICE NICE Ltd | Sell - Position Exit | -1,483-100.0% |
Q1 2025Mar 31, 2025 | ZBH Zimmer Biomet Holdings, Inc. | Sell | -1,521-9.3% |
Q1 2025Mar 31, 2025 | SJM The J.M. Smucker Company | Sell | -1,561-9.8% |
Q1 2025Mar 31, 2025 | J Jacobs Solutions Inc. | Sell - Position Exit | -1,576-100.0% |
Q1 2025Mar 31, 2025 | CNC Centene Corporation | Sell | -1,581-16.6% |
Q1 2025Mar 31, 2025 | VFC V.F. Corporation | Sell | -1,605-12.2% |
Q1 2025Mar 31, 2025 | SPSC SPS Commerce, Inc. | Sell - Position Exit | -1,623-100.0% |
Q1 2025Mar 31, 2025 | TME Tencent Music Entertainment Gro | Sell | -1,627-9.1% |
Q1 2025Mar 31, 2025 | IHG Intercontinental Hotels Group | Sell - Position Exit | -1,636-100.0% |