- 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 | NIO NIO Inc. | Sell | -1,972-7.1% |
Q1 2025Mar 31, 2025 | KNF Knife Riv Holding Co. | Sell - Position Exit | -1,993-100.0% |
Q1 2025Mar 31, 2025 | SIRI SiriusXM Holdings Inc. | Sell | -1,999-12.3% |
Q1 2025Mar 31, 2025 | SHAK Shake Shack, Inc. | Sell - Position Exit | -2,000-100.0% |
Q1 2025Mar 31, 2025 | DFS Discover Financial Services | Sell | -2,030-24.9% |
Q1 2025Mar 31, 2025 | SCHZ Schwab US Aggregate Bond ETF | Sell | -2,070-8.0% |
Q1 2025Mar 31, 2025 | EQC Equity | Sell | -2,139-6.2% |
Q1 2025Mar 31, 2025 | HOLX Hologic, Inc. | Sell | -2,189-25.9% |
Q1 2025Mar 31, 2025 | BIV Vanguard Intermediate-Term Bond | Sell | -2,199-23.4% |
Q1 2025Mar 31, 2025 | PDBC Invesco Optimum Yield Diversifi | Sell | -2,225-14.2% |
Q1 2025Mar 31, 2025 | DOW Dow Inc. | Sell | -2,294-14.3% |
Q1 2025Mar 31, 2025 | BRK-A Berkshire Hathaway Inc. | Sell - Position Exit | -2,300-100.0% |
Q1 2025Mar 31, 2025 | SCHM Schwab U.S. Mid Cap ETF | Sell | -2,370-2.8% |
Q1 2025Mar 31, 2025 | PRF Invesco FTSE RAFI US 1000 ETF | Sell | -2,423-7.4% |
Q1 2025Mar 31, 2025 | WY Weyerhaeuser Company | Sell | -2,428-5.8% |
Q1 2025Mar 31, 2025 | FOUR Shift4 Payments, Inc. | Sell - Position Exit | -2,459-100.0% |
Q1 2025Mar 31, 2025 | SWKS Skyworks Solutions, Inc. | Sell - Position Exit | -2,462-100.0% |
Q1 2025Mar 31, 2025 | FSK FS KKR Capital Corp. | Sell | -2,504-2.5% |
Q1 2025Mar 31, 2025 | IHI iShares U.S. Medical Devices ET | Sell | -2,504-6.7% |
Q1 2025Mar 31, 2025 | SHY iShares 1-3 Year Treasury Bond | Sell | -2,547-8.8% |
Q1 2025Mar 31, 2025 | ACA Arcosa, Inc. | Sell - Position Exit | -2,552-100.0% |
Q1 2025Mar 31, 2025 | DVY iShares Select Dividend ETF | Sell | -2,568-4.0% |
Q1 2025Mar 31, 2025 | WMT Walmart Inc. | Sell | -2,582-0.4% |
Q1 2025Mar 31, 2025 | DHR Danaher Corporation | Sell | -2,584-11.6% |
Q1 2025Mar 31, 2025 | DFIS Dimensional ETF Trust Dimension | Sell | -2,586-1.9% |
Q1 2025Mar 31, 2025 | NGVT Ingevity Corporation | Sell | -2,642-15.7% |
Q1 2025Mar 31, 2025 | CCL Carnival Corporation | Sell | -2,664-9.3% |
Q1 2025Mar 31, 2025 | BRO Brown & Brown, Inc. | Sell | -2,684-30.2% |
Q1 2025Mar 31, 2025 | PCOR Procore Technologies, Inc. | Sell - Position Exit | -2,685-100.0% |
Q1 2025Mar 31, 2025 | INFY Infosys Limited | Sell | -2,686-3.5% |