- 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

DateSymbolTypeQuantity
Q1 2025Mar 31, 2025
ILMN
Illumina, Inc.
Sell
-1,642-28.6%
Q1 2025Mar 31, 2025
ON
ON Semiconductor Corporation
Sell
-1,653-20.7%
Q1 2025Mar 31, 2025
AVAV
AeroVironment, Inc.
Sell - Position Exit
-1,661-100.0%
Q1 2025Mar 31, 2025
SHG
Shinhan Financial Group Co Ltd
Sell
-1,661-7.7%
Q1 2025Mar 31, 2025
MAS
Masco Corporation
Sell
-1,669-2.5%
Q1 2025Mar 31, 2025
BOOT
Boot Barn Holdings, Inc.
Sell - Position Exit
-1,672-100.0%
Q1 2025Mar 31, 2025
BWA
BorgWarner Inc.
Sell
-1,686-16.8%
Q1 2025Mar 31, 2025
FSLR
First Solar, Inc.
Sell - Position Exit
-1,692-100.0%
Q1 2025Mar 31, 2025
CHRD
Chord Energy Corporation
Sell - Position Exit
-1,718-100.0%
Q1 2025Mar 31, 2025
SQ
Block, Inc.
Sell
-1,732-19.0%
Q1 2025Mar 31, 2025
HWKN
Hawkins, Inc.
Sell - Position Exit
-1,738-100.0%
Q1 2025Mar 31, 2025
AFG
American Financial Group, Inc.
Sell - Position Exit
-1,744-100.0%
Q1 2025Mar 31, 2025
ORCL
Oracle Corporation
Sell
-1,754-0.8%
Q1 2025Mar 31, 2025
BCC
Boise Cascade, L.L.C.
Sell - Position Exit
-1,762-100.0%
Q1 2025Mar 31, 2025
GKOS
Glaukos Corporation
Sell - Position Exit
-1,773-100.0%
Q1 2025Mar 31, 2025
NBIX
Neurocrine Biosciences, Inc.
Sell - Position Exit
-1,780-100.0%
Q1 2025Mar 31, 2025
IVOG
Vanguard S&P Mid-Cap 400 Growth
Sell - Position Exit
-1,794-100.0%
Q1 2025Mar 31, 2025
IDEV
iShares Core MSCI International
Sell
-1,799-30.8%
Q1 2025Mar 31, 2025
ADM
Archer-Daniels-Midland Company
Sell
-1,818-17.5%
Q1 2025Mar 31, 2025
COP
ConocoPhillips
Sell
-1,822-2.6%
Q1 2025Mar 31, 2025
FIS
Fidelity National Information S
Sell
-1,830-22.7%
Q1 2025Mar 31, 2025
SPIB
SPDR Portfolio Intermediate Ter
Sell
-1,839-16.4%
Q1 2025Mar 31, 2025
KDP
Keurig Dr Pepper Inc.
Sell
-1,863-13.1%
Q1 2025Mar 31, 2025
PCG
Pacific Gas & Electric Co.
Sell
-1,891-4.7%
Q1 2025Mar 31, 2025
JNJ
Johnson & Johnson
Sell
-1,892-0.8%
Q1 2025Mar 31, 2025
AVDE
Avantis International Equity ET
Sell
-1,892-2.0%
Q1 2025Mar 31, 2025
JIG
JPMorgan International Growth E
Sell
-1,900-27.3%
Q1 2025Mar 31, 2025
CNI
Canadian National Railway Compa
Sell
-1,906-29.8%
Q1 2025Mar 31, 2025
VSCO
Victorias Secret & Co.
Sell
-1,932-7.1%
Q1 2025Mar 31, 2025
ELF
e.l.f. Beauty, Inc.
Sell - Position Exit
-1,938-100.0%
Page 78 of 73321977 total trades