- 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 |
|---|---|---|---|
Q2 2025Jun 30, 2025 | ILMN Illumina, Inc. | Sell - Position Exit | -4,091-100.0% |
Q2 2025Jun 30, 2025 | HES Hess Corporation | Sell - Position Exit | -4,111-100.0% |
Q2 2025Jun 30, 2025 | FTEC Fidelity MSCI Information Techn | Sell - Position Exit | -4,114-100.0% |
Q2 2025Jun 30, 2025 | VFH Vanguard Financials ETF | Sell - Position Exit | -4,127-100.0% |
Q2 2025Jun 30, 2025 | CVNA Carvana Co. | Sell - Position Exit | -4,149-100.0% |
Q2 2025Jun 30, 2025 | DLTR Dollar Tree, Inc. | Sell - Position Exit | -4,166-100.0% |
Q2 2025Jun 30, 2025 | ATI ATI Inc. | Sell - Position Exit | -4,178-100.0% |
Q2 2025Jun 30, 2025 | JBL Jabil Inc. | Sell - Position Exit | -4,183-100.0% |
Q2 2025Jun 30, 2025 | ADSK Autodesk, Inc. | Sell - Position Exit | -4,216-100.0% |
Q2 2025Jun 30, 2025 | CLX Clorox Company (The) | Sell - Position Exit | -4,240-100.0% |
Q2 2025Jun 30, 2025 | NRG NRG Energy, Inc. | Sell - Position Exit | -4,252-100.0% |
Q2 2025Jun 30, 2025 | FUTU Futu Holdings Limited | Sell - Position Exit | -4,275-100.0% |
Q2 2025Jun 30, 2025 | IYW iShares U.S. Technology ETF | Sell - Position Exit | -4,284-100.0% |
Q2 2025Jun 30, 2025 | HYDB iShares High Yield Systematic B | Sell - Position Exit | -4,314-100.0% |
Q2 2025Jun 30, 2025 | ESGV Vanguard ESG U.S. Stock ETF | Sell - Position Exit | -4,365-100.0% |
Q2 2025Jun 30, 2025 | XLB Materials Select Sector SPDR | Sell - Position Exit | -4,410-100.0% |
Q2 2025Jun 30, 2025 | STT State Street Corporation | Sell - Position Exit | -4,414-100.0% |
Q2 2025Jun 30, 2025 | NET Cloudflare, Inc. | Sell - Position Exit | -4,457-100.0% |
Q2 2025Jun 30, 2025 | BMI Badger Meter, Inc. | Sell - Position Exit | -4,471-100.0% |
Q2 2025Jun 30, 2025 | BRBR BellRing Brands, Inc. | Sell - Position Exit | -4,482-100.0% |
Q2 2025Jun 30, 2025 | CNI Canadian National Railway Compa | Sell - Position Exit | -4,491-100.0% |
Q2 2025Jun 30, 2025 | DON WisdomTree U.S. MidCap Dividend | Sell - Position Exit | -4,513-100.0% |
Q2 2025Jun 30, 2025 | MTB M&T Bank Corporation | Sell - Position Exit | -4,553-100.0% |
Q2 2025Jun 30, 2025 | IYH iShares U.S. Healthcare ETF | Sell - Position Exit | -4,596-100.0% |
Q2 2025Jun 30, 2025 | RSG Republic Services, Inc. | Sell - Position Exit | -4,660-100.0% |
Q2 2025Jun 30, 2025 | HYG iShares iBoxx $ High Yield Corp | Sell - Position Exit | -4,663-100.0% |
Q2 2025Jun 30, 2025 | PFG Principal Financial Group Inc | Sell - Position Exit | -4,684-100.0% |
Q2 2025Jun 30, 2025 | TRGP Targa Resources, Inc. | Sell - Position Exit | -4,691-100.0% |
Q2 2025Jun 30, 2025 | CDNS Cadence Design Systems, Inc. | Sell - Position Exit | -4,701-100.0% |
Q2 2025Jun 30, 2025 | DTD WisdomTree U.S. Total Dividend | Sell - Position Exit | -4,711-100.0% |