- 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 | SILA Sila Realty Trust, Inc. | Sell - Position Exit | -8,368-100.0% |
Q1 2025Mar 31, 2025 | BYD Boyd Gaming Corporation | Sell | -8,614-10.3% |
Q1 2025Mar 31, 2025 | TDVG T. Rowe Price Dividend Growth E | Sell | -8,828-2.5% |
Q1 2025Mar 31, 2025 | WBA Walgreens Boots Alliance, Inc. | Sell | -8,829-21.7% |
Q1 2025Mar 31, 2025 | GII SPDR S&P Global Infrastructure | Sell | -9,019-16.0% |
Q1 2025Mar 31, 2025 | BBWI Bath & Body Works, Inc. | Sell - Position Exit | -9,149-100.0% |
Q1 2025Mar 31, 2025 | MTDR Matador Resources Company | Sell - Position Exit | -9,231-100.0% |
Q1 2025Mar 31, 2025 | UEC Uranium Energy Corp. | Sell | -9,386-35.7% |
Q1 2025Mar 31, 2025 | NOW ServiceNow, Inc. | Sell | -9,593-45.1% |
Q1 2025Mar 31, 2025 | RDY Dr. Reddy's Laboratories Ltd | Sell | -9,643-11.6% |
Q1 2025Mar 31, 2025 | CRM Salesforce, Inc. | Sell | -9,847-3.8% |
Q1 2025Mar 31, 2025 | REI Ring Energy, Inc. | Sell | -9,853-30.3% |
Q1 2025Mar 31, 2025 | NCV AllianzGI Convertible & Income | Sell - Position Exit | -10,000-100.0% |
Q1 2025Mar 31, 2025 | ASRT Assertio Holdings, Inc. | Sell - Position Exit | -10,061-100.0% |
Q1 2025Mar 31, 2025 | PBF PBF Energy Inc. | Sell - Position Exit | -10,150-100.0% |
Q1 2025Mar 31, 2025 | HPP Hudson Pacific Properties, Inc. | Sell - Position Exit | -10,208-100.0% |
Q1 2025Mar 31, 2025 | PMAY Innovator U.S. Equity Power Buf | Sell | -10,500-46.2% |
Q1 2025Mar 31, 2025 | KOS Kosmos Energy Ltd. | Sell - Position Exit | -10,612-100.0% |
Q1 2025Mar 31, 2025 | JPI Nuveen Preferred and Income Ter | Sell - Position Exit | -10,628-100.0% |
Q1 2025Mar 31, 2025 | FLO Flowers Foods, Inc. | Sell - Position Exit | -10,641-100.0% |
Q1 2025Mar 31, 2025 | RC Ready Capital Corporation | Sell - Position Exit | -10,683-100.0% |
Q1 2025Mar 31, 2025 | BRKR Bruker Corporation | Sell | -10,990-27.8% |
Q1 2025Mar 31, 2025 | ARIS Aris Water Solutions, Inc. | Sell - Position Exit | -11,120-100.0% |
Q1 2025Mar 31, 2025 | DFAE Dimensional Emerging Core Equit | Sell | -11,216-3.1% |
Q1 2025Mar 31, 2025 | TLK PT Telekomunikasi Indonesia, Tb | Sell - Position Exit | -11,256-100.0% |
Q1 2025Mar 31, 2025 | CRSR Corsair Gaming, Inc. | Sell - Position Exit | -11,280-100.0% |
Q1 2025Mar 31, 2025 | GGB Gerdau S.A. | Sell | -11,310-46.4% |
Q1 2025Mar 31, 2025 | LXP LXP Industrial Trust | Sell - Position Exit | -11,311-100.0% |
Q1 2025Mar 31, 2025 | MNST Monster Beverage Corporation | Sell | -11,591-18.6% |
Q1 2025Mar 31, 2025 | SHO Sunstone Hotel Investors, Inc. | Sell - Position Exit | -11,814-100.0% |