- 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 | KHC The Kraft Heinz Company | Sell | -5,463-17.8% |
Q1 2025Mar 31, 2025 | MOAT VanEck Morningstar Wide Moat ET | Sell | -5,481-2.4% |
Q1 2025Mar 31, 2025 | VUG Vanguard Growth ETF | Sell | -5,539-3.2% |
Q1 2025Mar 31, 2025 | BMY Bristol-Myers Squibb Company | Sell | -5,568-3.7% |
Q1 2025Mar 31, 2025 | WDC Western Digital Corporation | Sell - Position Exit | -5,617-100.0% |
Q1 2025Mar 31, 2025 | AEP American Electric Power Company | Sell | -5,661-5.8% |
Q1 2025Mar 31, 2025 | KW Kennedy-Wilson Holdings Inc. | Sell | -5,678-26.5% |
Q1 2025Mar 31, 2025 | PECO Phillips Edison & Company, Inc. | Sell | -5,887-26.0% |
Q1 2025Mar 31, 2025 | CSCO Cisco Systems, Inc. | Sell | -5,888-3.8% |
Q1 2025Mar 31, 2025 | JMST JPMorgan Ultra-Short Municipal | Sell | -6,005-3.5% |
Q1 2025Mar 31, 2025 | PGX Invesco Preferred ETF | Sell | -6,090-7.0% |
Q1 2025Mar 31, 2025 | AGM Federal Agricultural Mortgage C | Sell | -6,172-34.2% |
Q1 2025Mar 31, 2025 | SMPL The Simply Good Foods Company | Sell - Position Exit | -6,227-100.0% |
Q1 2025Mar 31, 2025 | VVR Invesco Senior Income Trust (D | Sell | -6,259-17.7% |
Q1 2025Mar 31, 2025 | MGA Magna International, Inc. | Sell - Position Exit | -6,298-100.0% |
Q1 2025Mar 31, 2025 | LVS Las Vegas Sands Corp. | Sell - Position Exit | -6,341-100.0% |
Q1 2025Mar 31, 2025 | VVV Valvoline Inc. | Sell - Position Exit | -6,359-100.0% |
Q1 2025Mar 31, 2025 | KOP Koppers Holdings Inc. | Sell - Position Exit | -6,512-100.0% |
Q1 2025Mar 31, 2025 | AGG iShares Core U.S. Aggregate Bon | Sell | -6,848-4.1% |
Q1 2025Mar 31, 2025 | WDS Woodside Energy Group Limited | Sell | -6,890-34.9% |
Q1 2025Mar 31, 2025 | MPW Medical Properties Trust, Inc. | Sell | -6,972-30.5% |
Q1 2025Mar 31, 2025 | XLG Invesco S&P 500 Top 50 ETF | Sell | -7,069-27.4% |
Q1 2025Mar 31, 2025 | DIS Walt Disney Company (The) | Sell | -7,227-6.5% |
Q1 2025Mar 31, 2025 | CVE Cenovus Energy Inc | Sell | -7,393-37.0% |
Q1 2025Mar 31, 2025 | WAL Western Alliance Bancorporation | Sell | -7,402-9.5% |
Q1 2025Mar 31, 2025 | WIT Wipro Limited | Sell | -7,437-1.9% |
Q1 2025Mar 31, 2025 | FPE First Trust Preferred Securitie | Sell | -7,452-26.6% |
Q1 2025Mar 31, 2025 | BUSE First Busey Corporation | Sell | -7,731-14.1% |
Q1 2025Mar 31, 2025 | BHP BHP Group Limited | Sell | -7,750-20.2% |
Q1 2025Mar 31, 2025 | MCHP Microchip Technology Incorporat | Sell | -8,053-29.9% |