- 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 | IQV IQVIA Holdings, Inc. | Sell | -79,065-92.7% |
Q1 2025Mar 31, 2025 | MRK Merck & Company, Inc. | Sell | -80,987-22.4% |
Q1 2025Mar 31, 2025 | VSS Vanguard FTSE All-Wld ex-US SmC | Sell | -83,968-35.6% |
Q1 2025Mar 31, 2025 | EDR Endeavor Group Holdings, Inc. | Sell - Position Exit | -84,457-100.0% |
Q1 2025Mar 31, 2025 | XLC The Communication Services Sele | Sell | -96,180-35.4% |
Q1 2025Mar 31, 2025 | IMTM iShares MSCI Intl Momentum Fact | Sell | -100,474-22.2% |
Q1 2025Mar 31, 2025 | VWO Vanguard FTSE Emerging Markets | Sell | -101,487-20.3% |
Q1 2025Mar 31, 2025 | PFF iShares Preferred and Income Se | Sell | -105,248-23.9% |
Q1 2025Mar 31, 2025 | ARHS Arhaus, Inc. | Sell - Position Exit | -112,070-100.0% |
Q1 2025Mar 31, 2025 | BN Brookfield Corporation | Sell | -112,292-12.2% |
Q1 2025Mar 31, 2025 | EFV iShares MSCI EAFE Value ETF | Sell | -126,283-28.4% |
Q1 2025Mar 31, 2025 | CMCT Creative Media & Community Trus | Sell - Position Exit | -132,502-100.0% |
Q1 2025Mar 31, 2025 | BKLN Invesco Senior Loan ETF | Sell | -133,726-31.9% |
Q1 2025Mar 31, 2025 | NI NiSource Inc | Sell | -134,856-82.7% |
Q1 2025Mar 31, 2025 | GDIV Harbor ETF Trust Harbor Dividen | Sell | -155,869-11.0% |
Q1 2025Mar 31, 2025 | NKGN NKGen Biotech, Inc. | Sell - Position Exit | -156,000-100.0% |
Q1 2025Mar 31, 2025 | ZTS Zoetis Inc. | Sell | -170,846-81.5% |
Q1 2025Mar 31, 2025 | ACWI iShares MSCI ACWI ETF | Sell | -174,453-13.4% |
Q1 2025Mar 31, 2025 | BND Vanguard Total Bond Market ETF | Sell | -179,278-25.3% |
Q1 2025Mar 31, 2025 | NOK Nokia Corporation Sponsored | Sell | -199,880-72.4% |
Q1 2025Mar 31, 2025 | ZOM Zomedica Corp. | Sell - Position Exit | -214,949-100.0% |
Q1 2025Mar 31, 2025 | XLRE Real Estate Select Sector SPDR | Sell | -293,183-95.2% |
Q1 2025Mar 31, 2025 | BNDX Vanguard Total International Bo | Sell | -347,813-37.2% |
Q1 2025Mar 31, 2025 | VZ Verizon Communications Inc. | Sell | -356,142-57.8% |
Q1 2025Mar 31, 2025 | SLB Schlumberger N.V. | Sell | -415,944-83.7% |
Q1 2025Mar 31, 2025 | IEMG iShares Core MSCI Emerging Mark | Sell | -479,665-78.9% |
Q1 2025Mar 31, 2025 | LUMN Lumen Technologies, Inc. | Sell | -711,367-34.2% |
Q1 2025Mar 31, 2025 | FNDF Schwab Fundamental Internationa | Sell | -776,260-53.5% |
Q4 2024Dec 31, 2024 | SCHX Schwab U.S. Large-Cap ETF | Buy | +1,657,476+189.7% |
Q4 2024Dec 31, 2024 | GDIV Harbor ETF Trust Harbor Dividen | Buy - Position Entry | +1,419,323 |