- 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 | C Citigroup, Inc. | Sell | -18,222-7.1% |
Q1 2025Mar 31, 2025 | CMCSA Comcast Corporation | Sell | -18,379-4.1% |
Q1 2025Mar 31, 2025 | ASAI Sendas Distribuidora S A | Sell - Position Exit | -18,522-100.0% |
Q1 2025Mar 31, 2025 | PBR-A Petroleo Brasileiro S.A.- Petro | Sell | -18,666-55.2% |
Q1 2025Mar 31, 2025 | VXUS Vanguard Total International St | Sell | -18,729-26.1% |
Q1 2025Mar 31, 2025 | NTRS Northern Trust Corporation | Sell | -19,312-58.7% |
Q1 2025Mar 31, 2025 | APA APA Corporation | Sell - Position Exit | -20,418-100.0% |
Q1 2025Mar 31, 2025 | BRK-B Berkshire Hathaway Inc. New | Sell | -20,589-8.3% |
Q1 2025Mar 31, 2025 | EMB iShares J.P. Morgan USD Emergin | Sell | -21,240-27.2% |
Q1 2025Mar 31, 2025 | CTO CTO Realty Growth, Inc. | Sell - Position Exit | -21,450-100.0% |
Q1 2025Mar 31, 2025 | JCI Johnson Controls International | Sell | -22,136-10.8% |
Q1 2025Mar 31, 2025 | CSAN Cosan S.A. | Sell - Position Exit | -22,969-100.0% |
Q1 2025Mar 31, 2025 | HFRO Highland Floating Rate Opportun | Sell - Position Exit | -23,981-100.0% |
Q1 2025Mar 31, 2025 | SHM SPDR Nuveen Bloomberg Short Ter | Sell | -24,010-24.6% |
Q1 2025Mar 31, 2025 | VONG Vanguard Russell 1000 Growth ET | Sell | -24,456-0.7% |
Q1 2025Mar 31, 2025 | NAK Northern Dynasty Minerals, Ltd. | Sell | -24,500-25.8% |
Q1 2025Mar 31, 2025 | EEMV iShares MSCI Emerging Markets M | Sell | -24,788-27.6% |
Q1 2025Mar 31, 2025 | XPMFX PIMCO Municipal Income Fund | Sell - Position Exit | -25,597-100.0% |
Q1 2025Mar 31, 2025 | MTUS Metallus Inc. | Sell | -25,770-68.4% |
Q1 2025Mar 31, 2025 | MTUM iShares MSCI USA Momentum Facto | Sell | -26,364-15.9% |
Q1 2025Mar 31, 2025 | GIS General Mills, Inc. | Sell | -27,357-63.5% |
Q1 2025Mar 31, 2025 | INN Summit Hotel Properties, Inc. | Sell - Position Exit | -27,781-100.0% |
Q1 2025Mar 31, 2025 | MPLX MPLX LP | Sell | -28,278-12.9% |
Q1 2025Mar 31, 2025 | GILD Gilead Sciences, Inc. | Sell | -28,618-30.6% |
Q1 2025Mar 31, 2025 | VNQI Vanguard Global ex-U.S. Real Es | Sell | -33,017-31.7% |
Q1 2025Mar 31, 2025 | FBND Fidelity Total Bond ETF | Sell | -34,272-16.6% |
Q1 2025Mar 31, 2025 | SOUN SoundHound AI, Inc. | Sell - Position Exit | -34,411-100.0% |
Q1 2025Mar 31, 2025 | KBR KBR, Inc. | Sell - Position Exit | -34,774-100.0% |
Q1 2025Mar 31, 2025 | IBN ICICI Bank Limited | Sell | -35,563-32.1% |
Q1 2025Mar 31, 2025 | CNQ Canadian Natural Resources Limi | Sell | -37,408-60.2% |