- 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 | DEA Easterly Government Properties, | Sell - Position Exit | -11,894-100.0% |
Q1 2025Mar 31, 2025 | APD Air Products and Chemicals, Inc | Sell | -12,094-66.5% |
Q1 2025Mar 31, 2025 | PTON Peloton Interactive, Inc. | Sell - Position Exit | -12,338-100.0% |
Q1 2025Mar 31, 2025 | F Ford Motor Company | Sell | -12,381-5.6% |
Q1 2025Mar 31, 2025 | NKTX Nkarta, Inc. | Sell - Position Exit | -12,427-100.0% |
Q1 2025Mar 31, 2025 | XTIA XTI Aerospace, Inc. | Sell - Position Exit | -12,500-100.0% |
Q1 2025Mar 31, 2025 | GLD SPDR Gold Trust | Sell | -12,609-2.7% |
Q1 2025Mar 31, 2025 | EFAV iShares MSCI EAFE Min Vol Facto | Sell | -12,674-26.7% |
Q1 2025Mar 31, 2025 | EEM iShares MSCI Emerging Index Fun | Sell | -12,987-37.4% |
Q1 2025Mar 31, 2025 | NCZ AllianzGI Convertible & Income | Sell - Position Exit | -13,000-100.0% |
Q1 2025Mar 31, 2025 | MMIT NYLI MacKay Muni Intermediate E | Sell - Position Exit | -13,043-100.0% |
Q1 2025Mar 31, 2025 | CLDT Chatham Lodging Trust (REIT) | Sell - Position Exit | -14,254-100.0% |
Q1 2025Mar 31, 2025 | NMRK Newmark Group, Inc. | Sell - Position Exit | -14,453-100.0% |
Q1 2025Mar 31, 2025 | TNGX Tango Therapeutics, Inc. | Sell - Position Exit | -14,631-100.0% |
Q1 2025Mar 31, 2025 | XOM Exxon Mobil Corporation | Sell | -14,717-2.8% |
Q1 2025Mar 31, 2025 | TPL Texas Pacific Land Corporation | Sell | -14,914-98.5% |
Q1 2025Mar 31, 2025 | QFLR Innovator ETFs Trust Innovator | Sell - Position Exit | -14,941-100.0% |
Q1 2025Mar 31, 2025 | AGM-A Federal Agricultural Mortgage C | Sell - Position Exit | -15,008-100.0% |
Q1 2025Mar 31, 2025 | SPLG SPDR Portfolio S&P 500 ETF | Sell | -15,158-2.5% |
Q1 2025Mar 31, 2025 | IJJ iShares S&P Mid-Cap 400 Value E | Sell | -15,164-30.3% |
Q1 2025Mar 31, 2025 | AMD Advanced Micro Devices, Inc. | Sell | -15,718-25.5% |
Q1 2025Mar 31, 2025 | CFB CrossFirst Bankshares, Inc. | Sell - Position Exit | -16,200-100.0% |
Q1 2025Mar 31, 2025 | CWI SPDR MSCI ACWI ex-US ETF | Sell | -16,329-3.0% |
Q1 2025Mar 31, 2025 | GLTR abrdn Physical Precious Metals | Sell | -16,389-7.9% |
Q1 2025Mar 31, 2025 | CFFN Capitol Federal Financial, Inc. | Sell - Position Exit | -16,433-100.0% |
Q1 2025Mar 31, 2025 | RDFN Redfin Corporation | Sell - Position Exit | -16,719-100.0% |
Q1 2025Mar 31, 2025 | GSAT Globalstar, Inc. | Sell - Position Exit | -17,059-100.0% |
Q1 2025Mar 31, 2025 | DFUS Dimensional U.S. Equity Market | Sell | -17,305-1.2% |
Q1 2025Mar 31, 2025 | NWL Newell Brands Inc. | Sell - Position Exit | -18,149-100.0% |
Q1 2025Mar 31, 2025 | SBSW D/B/A Sibanye-Stillwater Limite | Sell - Position Exit | -18,202-100.0% |