- 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 | AKAM Akamai Technologies, Inc. | Sell | -4,071-45.1% |
Q1 2025Mar 31, 2025 | SAN Banco Santander, S.A. Sponsored | Sell | -4,143-3.2% |
Q1 2025Mar 31, 2025 | DGRW WisdomTree U.S. Quality Dividen | Sell | -4,146-3.1% |
Q1 2025Mar 31, 2025 | NXST Nexstar Media Group, Inc. | Sell - Position Exit | -4,173-100.0% |
Q1 2025Mar 31, 2025 | SR Spire Inc. | Sell - Position Exit | -4,215-100.0% |
Q1 2025Mar 31, 2025 | PJUN Innovator U.S. Equity Power Buf | Sell | -4,216-32.0% |
Q1 2025Mar 31, 2025 | CAG ConAgra Brands, Inc. | Sell | -4,243-21.9% |
Q1 2025Mar 31, 2025 | CVNA Carvana Co. | Sell | -4,283-50.8% |
Q1 2025Mar 31, 2025 | JOE St. Joe Company (The) | Sell | -4,316-44.9% |
Q1 2025Mar 31, 2025 | BNS Bank Nova Scotia Halifax Pfd 3 | Sell - Position Exit | -4,416-100.0% |
Q1 2025Mar 31, 2025 | BBDC Barings BDC, Inc. | Sell | -4,426-11.9% |
Q1 2025Mar 31, 2025 | ARCB ArcBest Corporation | Sell - Position Exit | -4,557-100.0% |
Q1 2025Mar 31, 2025 | KT KT Corporation | Sell | -4,661-21.8% |
Q1 2025Mar 31, 2025 | FTDR frontdoor, inc. | Sell - Position Exit | -4,695-100.0% |
Q1 2025Mar 31, 2025 | GOVT iShares U.S. Treasury Bond ETF | Sell | -4,761-7.1% |
Q1 2025Mar 31, 2025 | EL Estee Lauder Companies, Inc. (T | Sell - Position Exit | -4,780-100.0% |
Q1 2025Mar 31, 2025 | WABC Westamerica Bancorporation | Sell - Position Exit | -4,782-100.0% |
Q1 2025Mar 31, 2025 | SWK Stanley Black & Decker, Inc. | Sell | -4,798-26.9% |
Q1 2025Mar 31, 2025 | XLP SPDR Select Sector Fund - Consu | Sell | -4,879-14.9% |
Q1 2025Mar 31, 2025 | DE Deere & Company | Sell | -4,894-31.7% |
Q1 2025Mar 31, 2025 | MGV Vanguard Mega Cap Value ETF | Sell | -4,897-0.8% |
Q1 2025Mar 31, 2025 | IJT iShares S&P SmallCap 600 Growth | Sell | -4,907-65.0% |
Q1 2025Mar 31, 2025 | DIOD Diodes Incorporated | Sell - Position Exit | -4,961-100.0% |
Q1 2025Mar 31, 2025 | TEF Telefonica SA | Sell | -5,017-22.5% |
Q1 2025Mar 31, 2025 | FLOT iShares Floating Rate Bond ETF | Sell - Position Exit | -5,084-100.0% |
Q1 2025Mar 31, 2025 | PANW Palo Alto Networks, Inc. | Sell | -5,087-2.6% |
Q1 2025Mar 31, 2025 | DEHP Dimensional ETF Trust Dimension | Sell | -5,374-5.8% |
Q1 2025Mar 31, 2025 | PCT PureCycle Technologies, Inc. | Sell | -5,400-34.1% |
Q1 2025Mar 31, 2025 | HAL Halliburton Company | Sell | -5,410-39.9% |
Q1 2025Mar 31, 2025 | FMNB Farmers National Banc Corp. | Sell | -5,447-17.4% |