- 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 | XSLV Invesco S&P SmallCap Low Volati | Sell | -38,201-29.3% |
Q1 2025Mar 31, 2025 | VTV Vanguard Value ETF | Sell | -38,256-5.0% |
Q1 2025Mar 31, 2025 | EPD Enterprise Products Partners L. | Sell | -39,384-61.5% |
Q1 2025Mar 31, 2025 | JNK SPDR Bloomberg High Yield Bond | Sell | -40,125-31.8% |
Q1 2025Mar 31, 2025 | OMC Omnicom Group Inc. | Sell | -40,359-86.9% |
Q1 2025Mar 31, 2025 | USMV iShares MSCI USA Min Vol Factor | Sell | -40,380-14.1% |
Q1 2025Mar 31, 2025 | VBR Vanguard Small-Cap Value ETF | Sell | -40,849-22.5% |
Q1 2025Mar 31, 2025 | GPK Graphic Packaging Holding Compa | Sell | -41,810-41.2% |
Q1 2025Mar 31, 2025 | VMBS Vanguard Mortgage-Backed Securi | Sell | -42,594-21.5% |
Q1 2025Mar 31, 2025 | MGM MGM Resorts International | Sell | -44,895-77.5% |
Q1 2025Mar 31, 2025 | ERIC Ericsson | Sell | -48,123-63.5% |
Q1 2025Mar 31, 2025 | SPLV Invesco S&P 500 Low Volatility | Sell | -48,495-22.0% |
Q1 2025Mar 31, 2025 | NEE NextEra Energy, Inc. | Sell | -48,992-34.4% |
Q1 2025Mar 31, 2025 | BAM Brookfield Asset Management Inc | Sell | -50,566-14.9% |
Q1 2025Mar 31, 2025 | SCHP Schwab U.S. TIPs ETF | Sell | -50,910-83.0% |
Q1 2025Mar 31, 2025 | TTEK Tetra Tech, Inc. | Sell - Position Exit | -51,158-100.0% |
Q1 2025Mar 31, 2025 | NLY Annaly Capital Management Inc. | Sell | -52,860-22.2% |
Q1 2025Mar 31, 2025 | XLU SPDR Select Sector Fund - Utili | Sell | -54,161-29.8% |
Q1 2025Mar 31, 2025 | NZF Nuveen Municipal Credit Income | Sell - Position Exit | -55,087-100.0% |
Q1 2025Mar 31, 2025 | VOE Vanguard Mid-Cap Value ETF | Sell | -55,098-32.0% |
Q1 2025Mar 31, 2025 | BXMT Blackstone Mortgage Trust, Inc. | Sell | -55,674-54.2% |
Q1 2025Mar 31, 2025 | SID Companhia Siderurgica Nacional | Sell - Position Exit | -56,327-100.0% |
Q1 2025Mar 31, 2025 | NKGNW NKGen Biotech, Inc. Warrants | Sell - Position Exit | -56,649-100.0% |
Q1 2025Mar 31, 2025 | FMB First Trust Managed Municipal E | Sell | -58,954-18.8% |
Q1 2025Mar 31, 2025 | JMUB JPMorgan Municipal ETF | Sell | -59,874-65.0% |
Q1 2025Mar 31, 2025 | VTIP Vanguard Short-Term Inflation-P | Sell | -60,454-23.7% |
Q1 2025Mar 31, 2025 | PFC Premier Financial Corp. | Sell - Position Exit | -70,943-100.0% |
Q1 2025Mar 31, 2025 | DHI D.R. Horton, Inc. | Sell | -75,817-86.5% |
Q1 2025Mar 31, 2025 | SJNK SPDR Bloomberg Short Term High | Sell | -77,285-28.9% |
Q1 2025Mar 31, 2025 | XLI SPDR Select Sector Fund - Indus | Sell | -77,300-48.9% |